Daily News Links

8489 posts

Friday, December 19, 2025

General

• S&P 500 is little changed after index ends four-day losing run: Live updates
  CNBC
• Yen Weakens Despite BOJ Hiking Rate to Highest Level Since 1995
  Yahoo/Bloomberg
• Oil Heads for Second Weekly Decline as Glut Concerns Dominate
  Yahoo/Bloomberg
• NY Fed President Williams says some ‘technical factors’ distorted November’s CPI reading downward
  CNBC
• Trust these numbers? Economists see a lot of flaws in delayed CPI report showing downward inflation
  CNBC
• The big wrinkle in the multitrillion-dollar AI buildout
  CNN
• Pulte and other Trump loyalists at mortgage regulator clash with Fannie and Freddie staffers
  Yahoo/Reuters
• Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2%
  CNBC
• Big central banks signal rate-cut cycle is ending
  Yahoo/Reuters
• Trump’s blockade of sanctioned Venezuelan oil raises new questions about legality
  AP
• Putin tells his annual news conference that the Kremlin’s military goals will be achieved in Ukraine
  AP
• Bank of Japan Hikes Benchmark Rate to Highest Level Since 1995
  Bloomberg
• Citadel Heads for Lowest Gain Since 2018 as Gas Profits Fall
  Bloomberg
• France Is in Danger if 2026 Deficit Not Contained, Villeroy Says
  Bloomberg
• NATO Lacks Resilience to Fight a Long War, Naval Chief Warns
  Bloomberg
• Ukraine Hits Shadow Fleet Tanker in Mediterranean for First Time
  Bloomberg
• China Points to Risk of Clash With US After Taiwan Arms Package
  Bloomberg
• ‘A Singularly Turbulent Time’: Deeper Uncertainty in Store for Global Economy
  NYT
• Japan Raises Interest Rates to Highest Level in 30 Years
  NYT
• Congress Punts Fight Over ACA Subsidies Into January, Leaving Consumers in Limbo
  WSJ
• Japan raises interest rates to highest level in 30 years
  FT
• Inflation risk is still under-appreciated by investors
  FT
• ECB warns banks against excessive use of risk-transfer deals
  FT
• France will not agree budget by year-end, says prime minister
  FT
• Putin claims Ukraine is ‘on the retreat’
  FT

Thursday, December 18, 2025

Evening

• S&P 500 futures are little changed after index ends four-day losing run: Live updates
  CNBC
• Prices in biggest US power grid auction hit new record, signaling higher utility bills ahead
  Reuters
• Small businesses face affordability crunch as tariff and other costs rise
  Yahoo/CBS
• Trump Praises Waller and Bowman, Says Fed Pick Coming in Weeks
  Bloomberg
• JPMorgan Reclaims US Investment-Grade Credit Sales Crown in 2025
  Bloomberg
• Foreign Holdings of Treasuries Fell in October as China Sold
  Bloomberg
• Japan Eyes Bigger Role in Central Asia With First Leaders Summit
  Bloomberg
• The Fed Quietly Announces It’s No Longer Steering the Ship
  WSJ
• Ukraine’s Zelensky Warns of Dire Battlefield if Europe Doesn’t Tap Russian Assets
  WSJ

General

• Stocks jump after lighter-than-expected CPI, strong Micron earnings: Live updates
  CNBC
• 10-year Treasury yield slides after much lighter November inflation than expected
  CNBC
• November consumer prices rose at a 2.7% annual rate, lower than expected, delayed data shows
  CNBC
• US jobless claim applications fell by 13,000 last week as layoffs remain low
  AP
• Why Oracle keeps sparking AI-bubble fears
  Axios
• AI data centers are eating the memory industry, and it could hurt your wallet
  Yahoo Finance
• How to monitor tech debt that could fuel an AI bubble
  Axios
• America's data center growth hot spots, mapped
  Axios
• JPMorgan Quants Warn of ‘Extreme Crowding’ in Speculative Stocks
  Yahoo/Bloomberg
• Trump gives a partisan prime-time address insisting the economy is stronger than many voters feel
  AP
• Bessent’s 2025 Saw Powell and Argentina Rescues, Deficit Angst
  Yahoo/Bloomberg
• South Korea Is Pulling Out All Stops to Try to Prop Up Won
  Yahoo/Bloomberg
• US announces massive package of arms sales to Taiwan valued at more than $10 billion, angering China
  AP
• Putin calls European leaders ‘little pigs’
  Politico
• Fannie, Freddie IPO Under Trump Far From a Sure Thing, BI Report Says
  Bloomberg
• Private Credit’s Secret Weapon for Deals Is Buying Up Bank Loans
  Bloomberg
• Russia Warns of Claims Against European Banks Over Frozen Assets
  Bloomberg
• Why the Affordability Crisis Is Likely to Stalk Trump
  NYT
• Gold Increasingly Seen as Cornerstone Asset
  WSJ
• Bank of England Cuts Rates While ECB Holds Steady
  WSJ
• The $8 Billion Black Market for Venezuelan Oil Is Suddenly Closing Down
  WSJ
• The Trump Family Business Empire Is Growing. We Mapped Out 268 Pieces of It.
  WSJ
• US approves $11bn arms sale to Taiwan
  FT
• Bank of England cuts rates by quarter point to 3.75%
  FT

Evening

• S&P 500 futures are little changed as inflation report looms: Live updates
  CNBC
• More drops for AI stocks drag Wall Street to its worst day in nearly a month
  AP
• AI stocks slide as $10bn data centre funding falls through
  Yahoo/Telegraph
• US House passes Republican healthcare bill without ACA subsidy renewal
  Reuters
• Bitcoin’s Silent Exodus Hits Crypto as Long-Time Buyers Cash Out
  Bloomberg
• US CLO Sales Reach Fresh Record in 2025 as Demand Stays Strong
  Bloomberg
• BOJ Is Expected to Raise Rate to Highest in 30 Years
  Bloomberg
• Frustrated GOP Centrists Back ACA Vote, Siding With House Democrats
  WSJ

Wednesday, December 17, 2025

Afternoon

• Wall Street falls as Oracle's funding woes hit tech stocks
  Reuters
• Oracle stock sinks as reported AI data center snag puts rising debt in focus
  Yahoo Finance
• Perfect storm of factors propels silver to record high above $65/oz
  Reuters
• GOP centrists help Dems defy Mike Johnson on ACA in stunning revolt
  Axios
• Moderate Republican Revolt to Force January Obamacare Vote
  Yahoo/Bloomberg
• US Congress passes massive defense bill that includes support for Ukraine and Europe
  Reuters
• Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips
  Reuters
• US Readies New Russia Sanctions If Putin Rejects Peace Deal
  Yahoo/Bloomberg
• Ukraine's defense minister warns Europe: Act now
  Axios
• Jimmy Lai’s conviction is ominous for Hong Kong
  FT

General

• Stocks rise after shaky session on mixed U.S. economic data: Live updates
  CNBC
• Asian shares are mixed and oil prices jump as Trump orders a blockade of oil tankers to Venezuela
  AP
• Oil rises over 1% as Trump's Venezuela blockade stokes uncertainty
  Reuters
• Trump orders oil tankers blockade in Venezuela, labels it a "terrorist" regime
  Axios
• Mortgage rates move higher after the Fed rate cut, causing loan demand to drop
  CNBC
• Fed's Waller says monetary policy still in restrictive territory, Fed has room to cut
  Yahoo/Reuters
• Confidence in the economy hits four-year high for investors and executives
  Axios
• Tricolor executives charged with ‘systematic fraud’ after subprime auto lender roiled banking sector
  CNBC
• Trump expands travel ban and restrictions to include an additional 20 countries
  AP
• Robinhood bets on the future of retail investing: betting
  Axios
• Oracle at Center of Tech’s $500 Billion AI-Fueled Rent Spree
  Bloomberg
• K-Shaped US Economy Leaves Small Businesses Playing Catch-Up
  Bloomberg
• Look around: Bubbles are everywhere.
  Bloomberg
• A Record $184 Billion Bond Binge Stuns Latin America Bankers
  Bloomberg
• US to Dismantle Key Research Agency, Advancing Attack on Climate
  Bloomberg
• Vanke to Meet With Insurers, Banks in Shenzhen as Crisis Deepens
  Bloomberg
• Heating Costs Expected to Rise 9.2% This Winter
  NYT
• Next Fed Chair in ‘No-Win Scenario’ as Selection Process Draws to a Close
  NYT
• What Trump’s Embrace of Crypto Has Unleashed
  NYT
• Trump Dangles Cash Payments to Buoy Voters’ Views of the Economy
  NYT
• Does China Have a Robot Bubble?
  NYT
• Trump Orders Blockade of Sanctioned Oil Tankers in and out of Venezuela
  WSJ
• Bank of Japan on Cusp of Raising Rates to Highest in 30 Years
  WSJ
• For Ukraine’s Allies in Europe, a Bad Deal With Russia Is Worse Than No Deal
  WSJ
• Oracle’s $10bn Michigan data centre in limbo after Blue Owl funding talks stall
  FT
• JPMorgan pulls $350bn from Federal Reserve to buy up Treasuries
  FT
• Inside Mark Zuckerberg’s turbulent bet on AI
  FT
• Vladimir Putin predicts European ‘swine’ backing Ukraine will lose power
  FT
• ‘World’s refrigerator’ runs hot and Arctic melt turns rivers orange
  FT

Tuesday, December 16, 2025

Afternoon

• Wall Street loses ground following mixed data on the economy
  AP
• The US gained 64,000 jobs in November but lost 105,000 in October; unemployment rate at 4.6%
  AP
• US Business Activity Growth Slows While Price Pressures Mount
  Yahoo/Bloomberg
• November jobs report doesn’t change much for the Fed
  Yahoo Finance
• Goldman, JPMorgan Are Selling Complex Crypto Products in New Era
  Bloomberg
• Panama Ports Deal Hits Impasse as China Makes New Demands for Its Approval
  WSJ
• Citadel chief Ken Griffin says White House must ‘distance’ itself from Fed
  FT
• Trump’s war on Europe
  Ft

General

• Stocks are flat after delayed job numbers show mixed picture: Live updates
  CNBC
• Daily Open: Debt worries continue to weigh on AI-related stocks
  CNBC
• Payrolls rose by 64,000 in November after falling by 105,000 in October, delayed jobs numbers show
  CNBC
• US Treasury's Bessent: Kevin Warsh and Kevin Hassett both qualified for Fed
  Yahoo/Reuters
• Biggest US Power Auction Set to Deepen Affordability Concerns
  Yahoo/Bloomberg
• World ‘blind’ to risks in booming $250tn shadow bank market
  Yahoo/Telegraph
• Zelenskyy says proposals to end the war in Ukraine could be presented to Russia within days
  AP
• Ukraine and U.S. divided over territory after intense negotiations
  Axios
• China on track for massive population decline
  Axios
• Shadow Banks Cross $250 Trillion Mark as Watchdog Warns on Data
  Bloomberg
• Oracle's $248 Billion Rent is Another AI ‘Bombshell’
  Bloomberg
• US Retail Sales Stagnated on Drop in Motor Vehicle Purchases
  Bloomberg
• Bessent Sees One or Two More Fed Chair Interviews This Week
  Bloomberg
• The Biggest Leverage Risk Isn’t in the Market
  Bloomberg
• LA Fires Push Insurers’ 2025 Disaster Losses to $107 Billion
  Bloomberg
• Vanke Shares Set for Record Quarterly Drop as Debt Angst Builds
  Bloomberg
• Senators Investigate Role of A.I. Data Centers in Rising Electricity Costs
  NYT
• Jobs Data Is Finally Back. But the Economic Picture Is Still Blurry.
  NYT
• Ford Will Take $19.5 Billion Hit as It Rolls Back E.V. Plans
  NYT
• CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears
  WSJ
• After a Generation of Peace, Europe Tells Its People to Prepare for War
  WSJ
• Banks’ asset growth outstripped by non-traditional institutions’
  FT
• Mexico’s tariffs on China show the rise of Trump’s trade template
  FT
• The ‘shockingly small’ circle shaping Donald Trump’s diplomatic efforts
  FT

Monday, December 15, 2025

Afternoon

• US stocks drift at the start of a week full of economic updates
  AP
• Bridgewater warns Big Tech's reliance on external capital to fund AI boom is 'dangerous'
  Yahoo/Reuters
• Fed's Williams sees rates as modestly restrictive, expects economy to pick up steam in 2026
  Yahoo Finance
• US tells Ukraine it must withdraw from Donetsk region for peace deal, says person familiar with talks
  Reuters
• Vast majority of Ukrainians reject major peace concessions, poll finds
  Reuters
• Venezuela's PDVSA says it is a victim of cyber attack, blames U.S.
  Reuters
• Fed’s Collins Says Cut Was Close Call, Balance of Risks Shifted
  Bloomberg
• US Homebuilder Sentiment Edges Up With Help From Incentives
  Bloomberg
• Fed decisions distorted by ‘phantom inflation’, says Stephen Miran
  FT
• Ukraine claims strike on Russian submarine with underwater drones
  FT

General

• Stocks rise as big week of economic data kicks off: Live updates
  CNBC
• Gold Climbs Near Fresh Record With Focus Turning to Jobs Data
  Yahoo/Bloomberg
• Copper could hit ‘stratospheric new highs’ as hoarding of the metal in U.S. continues
  CNBC
• Bond-Market Debate Over Fed’s Path in 2026 Is About to Heat Up
  Yahoo/Bloomberg
• US tariffs are having an uneven effect on holiday prices and purchases
  AP
• High cost of goods is causing consumers to spend less for the holidays, CNBC survey finds
  CNBC
• China's factory output, retail sales weaken in November
  Yahoo/Reuters
• Ukraine strikes Russian oil infrastructure in Caspian Sea for third time, source says
  Reuters
• China Vanke Shares Fall After Bondholders Reject Debt Extension Proposal
  Yahoo/WSJ
• Fannie, Freddie Quietly Add Billions to Mortgage-Bond Portfolios
  Bloomberg
• The Bond Market Will Not Be Fooled
  Bloomberg
• BOJ Signals Rate Hike Bar Is Cleared With Wage Momentum Intact
  Bloomberg
• Electricity Is Now Holding Back Growth Across the Global Economy
  Bloomberg
• Xi Warns Officials Against Chasing ‘Reckless’ Expansion in GDP
  Bloomberg
• AI Is Getting Dangerously Good at Political Persuasion
  Bloomberg
• China Shadow Bank’s Missed Payments Show Growing Property Stress
  Bloomberg
• How a Push for More IPOs Fueled a Wave of Scams
  WSJ
• China’s Economy Is Deteriorating on Several Fronts
  WSJ
• Trump assault opens EU rift as leaders split on US strategy
  FT
• China investment falls for third straight month in blow to economy
  FT

Sunday, December 14, 2025

Evening

• Stock futures are little changed as big week of economic data kicks off: Live updates
  CNBC
• Hassett Says Trump Can Offer Fed Advice But Won’t Set Its Action
  Yahoo/Bloomberg
• Bond-Market Debate Over Fed’s Path in 2026 Is About to Heat Up
  Bloomberg
• Highly Pathogenic Avian Influenza Found in Wisconsin Dairy Herd
  Bloomberg
• Fifth La Niña in Six Years to Disrupt Crops and Supply Chains
  Bloomberg

General

• Trump's Fed pick comes into focus, economic data backlog clears: What to watch this week
  Yahoo Finance
• Corporate-Bond Investors Party as Hangover Looms: Credit Weekly
  Yahoo/Bloomberg
• Thousands of carveouts and caveats are weakening Trump's emergency tariffs
  Politico
• Arctic air mass pushes to the U.S. South; Midwest also bracing for dangerous wind chills
  AP
• Thailand considers blocking fuel exports to Cambodia as border conflict escalates
  Reuters
• Rich World’s Rate-Cut Momentum Is Fading Away
  Bloomberg
• Carry Trade Revival That Electrified EM Spurs Optimism for 2026
  Bloomberg
• The ‘Free World’ Is at Peak Disunity
  Bloomberg
• U.S.-U.K. Trade Deal Hits Stumbling Block
  NYT
• The S.E.C. Was Tough on Crypto. It Pulled Back After Trump Returned to Office.
  NYT
• The Eerie Parallels Between AI Mania and the Dot-Com Bubble
  WSJ
• Hedge funds pile into commodities searching fresh source of returns
  FT

Saturday, December 13, 2025

General

• With Fed independence in crosshairs, will Supreme Court back Trump again?
  Reuters
• Trump Names Warsh, Hassett as Top Fed Contenders, WSJ Says
  Yahoo/Bloomberg
• JPMorgan's Dimon signals support for Kevin Warsh as Fed chair, FT reports
  Yahoo/Reuters
• OpenAI isn't too big to fail. It's bigger.
  Axios
• 2 killed in Russia while Ukraine’s energy infrastructure is targeted as peace talks press on
  AP
• How Debt, Inflation and Politics Are Driving Up Borrowing Costs
  Bloomberg
• Vanke Fails to Get Enough Bondholder Support for Extension Plan
  Bloomberg
• China Warns Against Japanese Militarism at Massacre Memorial
  Bloomberg
• Bond Markets Flash Warning About AI Bubble Risk
  WSJ
• Fresh Concerns About AI Spending Are Rattling Wall Street
  WSJ
• Wall Street Is Having One of Its Best Years Ever
  WSJ
• Inside the Invitation-Only Stock Market for the Wealthy
  WSJ
• U.S. Pours More Firepower Into the Caribbean as Trump Ramps Up Threats
  WSJ
• The Highflying Hedge Fund With a Habit of Giving Investors IOUs
  WSJ
• Jamie Dimon signals support for Kevin Warsh in Fed chair race
  FT
• More than 9mn US borrowers miss student loan payments as delinquencies rise
  FT
• US lawmakers question basis for allowing sale of Nvidia H200 chips to China
  FT
• US has failed to stop massive Chinese cyber campaign, warns senator
  FT