Daily News Links

8373 posts

Wednesday, September 24, 2025

Afternoon

• Stocks dip for a second day as investors continue selling AI plays Nvidia and Oracle: Live updates
  CNBC
• Argentine assets rally as Bessent details strong US support
  Yahoo/Reuters
• New home sales soar 20% in August to a three-year high
  CNBC
• Bessent widens scope for next Fed chair as he looks for someone with 'open mind'
  Yahoo Finance
• Ukraine’s president says the world is in ‘the most destructive arms race in history’
  AP
• Russia to Trump: We’re a real bear, not a paper tiger
  Politico
• Crypto ETFs set to flood US market as regulator streamlines approvals
  Reuters
• Mexico's inflation speeds up in early September
  Reuters
• Bessent Chides Powell for Not Championing Interest Rate Cuts
  Bloomberg
• Kimmel Reactions Span the Same Deep Political Divide He Exposed
  Bloomberg
• Why Russia’s Airspace Violations Are Pressuring NATO to Respond
  Bloomberg
• Nomura’s McElligott Says Keep Hedging as Euphoria Powers Stocks
  Bloomberg
• The Rate Debate Dividing the Fed
  NYT
• Bessent Says U.S. Talking With Argentina About $20 Billion in Aid
  WSJ
• South Korean investment is now imperilled in the US
  FT

General

• Stocks are little changed after S&P 500 pulls back from record highs: Live updates
  CNBC
• Oil Extends Gain as Investors Track Russia Tensions, Supply Risk
  Yahoo/Bloomberg
• Treasury's Bessent says he's looking for someone with an open mind for Fed chair
  Yahoo/Reuters
• Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes
  Yahoo/Bloomberg
• The Fed's unity is already fraying
  Yahoo Finance
• Mortgage demand stalls after mini refinance boom
  CNBC
• Trump’s apparent U-turn on Ukraine cheers Europeans amid deeper skepticism about US policy
  Politico
• Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT
  FT
• Stephen Miran’s Rate-Cut Arguments Don’t Add Up
  WSJ
• Trump Threatens ABC Over Decision to Allow Kimmel Back on Air
  WSJ
• Milei Is Counting on Trump to Bail Argentina Out of an Economic Mess
  WSJ
• Get Rich or Get Wiped Out: Bitcoin’s Hottest New Trade
  WSJ
• How Zelensky’s Charm Offensive Reversed Trump’s Skepticism on Ukraine
  WSJ
• Australian Inflation Accelerates to Highest Level in a Year
  WSJ
• Bessent says US in talks with Argentina over $20bn swap line
  FT
• US debt investors raise alarm over lending standards
  FT
• Auto lender’s bust raises alarms over financial health of US households
  FT

Tuesday, September 23, 2025

Evening

• US stocks slip as Wall Street’s relentless rally takes a pause
  AP
• Powell signals Federal Reserve to move slowly on interest rate cuts
  AP
• In extraordinary shift, Trump says Ukraine can win war with Russia
  Axios
• Trump says he now believes Ukraine can win back all territory lost to Russia with NATO’s help
  AP
• Trump's stunning pivot on Ukraine thrills hawkish Republicans
  Axios
• Trump Blasts UN Over Immigration, Climate in Combative Speech
  Yahoo/Bloomberg
• Trump cancels White House meeting with Schumer and Jeffries despite risk of a government shutdown
  AP
• Bank of Canada head: Trump is raising questions about independence of US monetary policy
  Yahoo/Reuters
• Trump Denies Climate Change and Twists Facts in UN Speech
  Bloomberg
• US High-Grade Bond Market Is Having Its Busiest September Ever
  Bloomberg
• Rise in Fed Funds Rate Signals Potential Liquidity Strain
  Bloomberg
• Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes
  Bloomberg
• Trump Rejects Meeting With Democrats as Shutdown Approaches
  WSJ
• Powell Describes Rates as ‘Modestly Restrictive,’ Keeping Door Open to Cuts
  WSJ
• Bank of Canada’s Macklem Warns U.S. Dollar Losing Appeal as Hedge
  WSJ
• Trump says Ukraine can win back all of its territory seized by Russia
  FT
• US floats ‘large and forceful’ financial intervention to support Argentina
  FT

General

• Stocks are little changed after 3-day win streak for S&P 500: Live updates
  CNBC
• Gold Reaches Fresh Record as Rate-Cut Hopes Draw Investor Demand
  Yahoo/Bloomberg
• US Bonds Halt Losses Since Fed Meeting as Focus Turns to Powell
  Yahoo/Bloomberg
• Oil Declines for Fifth Day as Supply Concerns Come to the Fore
  Yahoo/Reuters
• An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says
  Yahoo/Bloomberg
• China Rare Earths Issue Remains Unresolved, US Lawmaker Says
  Yahoo/Bloomberg
• South Korean president says US tariffs talks worrying FX market
  Yahoo/Reuters
• Tariffs Will Hit Slowing U.S. Economy Hard in 2026, OECD Says
  Yahoo/WSJ
• Denmark links drones at Copenhagen airport to hybrid attacks across Europe
  Reuters
• Euro-Zone Private Sector Grows at Fastest Pace in 16 Months
  Bloomberg
• Miran Is Contradicting Himself on the Case for Big Rate Cuts
  Bloomberg
• Private Equity Leans on Weaker Credit Safeguards, Moody’s Says
  Bloomberg
• Bank of England and OECD Sound Warnings on Sticky UK Inflation
  Bloomberg
• NATO Pledges ‘Robust’ Response to Russian Airspace Breaches
  Bloomberg
• The Potential Consequences of Kimmel’s Comeback
  NYT
• Trump’s $100,000 Visa Fee Puts Many Tech Start-Ups in a Bind
  NYT
• How Nvidia Is Backstopping America’s AI Boom
  WSJ
• Why Nvidia Is Spending So Much Money
  WSJ
• Trump’s Pressure Campaign Strains Justice Department
  WSJ
• How bad could private credit default rates get?
  FT
• Argentina’s Javier Milei to meet Donald Trump for talks on US financial lifeline
  FT
• How Argentina’s Javier Milei lost the markets and turned to Donald Trump
  FT
• Russian fuel exports drop as Ukraine intensifies its strikes on oil refineries
  FT
• Chinese cargo ship docks in Russian-occupied Crimea
  FT
• Crypto hoarders turn to share buybacks in push to boost falling stock prices
  FT
• America’s accelerating exit from itself
  FT

Monday, September 22, 2025

Evening

• Stock futures are little changed after 3-day win streak for S&P 500: Live updates
  CNBC
• Miran defends low-rate view as colleagues caution on further cuts
  Reuters
• Most CEOs say Trump policy has harmed their businesses, new survey finds
  Axios
• Supreme Court will weigh expanding Trump’s power to shape agencies by overturning 90-year-old ruling
  AP
• Fed’s Hammack Says Inflation Too High, Must Be Cautious Easing
  Bloomberg
• China Floods the World With Cheap Exports After Trump's Tariffs
  Bloomberg
• U.S. Treasury Chief Hints at Argentina Financial Rescue
  WSJ

Afternoon

• S&P 500 scales to fresh record high as new week of trading begins: Live updates
  CNBC
• Treasury chief: US ready to support Argentina, leaders to meet Tuesday
  Yahoo/Reuters
• Fed officials throw doubt on need for further cuts
  Yahoo/Reuters
• Fed's Bostic sees no further rate cuts this year, WSJ reports
  Yahoo/Reuters
• Fed’s Musalem Says There Is Limited Room for More Rate Cuts
  Yahoo/Bloomberg
• Trump appointee to Federal Reserve calls for steeper rate cuts
  AP
• Miran: Neutral rate is falling, and Fed needs to accommodate it
  Yahoo/Reuters
• As the world convulses in war and contentiousness, its leaders convene at the UN to figure it out
  AP
• Pennsylvania Threatens to Go ‘Own Way’ If Grid Doesn’t Change
  Yahoo/Bloomberg
• US Treasuries Edge Lower as Traders Face a ‘Fed Talk Fest’
  Bloomberg
• Fed’s Miran Says Policy Too Tight, Risking Higher Unemployment
  Bloomberg
• How Looming US Government Shutdowns Became Routine
  Bloomberg
• Trump’s Fed Pick Outlines Case for Slashing Interest Rates
  NYT
• How to Silence Dissent, Bit by Bit Until Fear Takes Over
  NYT
• U.S. Treasury Chief Hints at Argentina Financial Rescue
  WSJ
• Nvidia to Invest Up to $100 Billion in OpenAI
  WSJ
• A $125 Million Mansion Lists in L.A. as the Market Shows Signs of Life
  WSJ
• US offers financial lifeline to Argentina’s Javier Milei
  FT

General

• Stocks fall to start the week after Dow, S&P 500 hit fresh records: Live updates
  CNBC
• Gold Punches to Record on Rate-Cut Outlook as ETFs Draw In Flows
  Reuters
• Powell, Miran among slew of Fed officials speaking this week as policy shifts
  Yahoo/Reuters
• Trump’s Visa Shock Strains India-US Ties, Clouds Trade Talks
  Yahoo/Bloomberg
• Hedge funds pile into banks, insurance, consumer finance, Goldman Sachs says
  Yahoo/Reuters
• Inside Trump's deal to save TikTok
  Axios
• Japan’s LDP Leadership Race Kicks Off With Five Contenders
  Yahoo/Bloomberg
• Japan PM contender Hayashi backs BOJ rate-hike strategy
  Yahoo/Reuters
• China leaves benchmark lending rates unchanged as expected, despite Fed rate cut
  Yahoo/Reuters
• Inflation Is Worse Than the CPI Shows, Says Ex US Comptroller
  Bloomberg
• China’s Central Bank Revives Liquidity Tool Before Long Holiday
  Bloomberg
• China’s Labor Market Distress Spreads at Worst Time for Deflation Fight
  Bloomberg
• Cyberattack Forces Brussels Airport to Cancel More Flights
  NYT
• U.S. Treasurys Regain Appeal as Tariff Concerns Ease
  WSJ
• The U.S. Is Forfeiting the Clean-Energy Race to China
  WSJ
• France Is Replacing Italy as Europe’s Poster Child of Fiscal Woe
  WSJ
• Home equity loans will keep US housing market tight
  FT
• Hackers target supply chains’ weak links in growing threat to companies
  FT
• How top hedge funds can pay traders $100mn
  FT
• Putin is playing a dangerous game with Nato
  FT

Evening

• Stock futures are little changed after Dow, S&P 500 hit fresh records: Live updates
  CNBC
• Charlie Kirk memorial updates: 'I forgive him,' Erika Kirk says of alleged shooter
  ABC
• "Path to a dictatorship": Democrats flame Trump's public pressure on Bondi
  Axios
• Exclusive: South Korea's President Lee says US investment demands would spark financial crisis
  Reuters
• Modi urges Indians to get rid of foreign products amid strained US ties
  Reuters
• Citadel Securities’ Trading Engine Runs on 5,000 Goals and One Giant Binder
  Bloomberg
• Starmer, Macron and Trump prepare for high drama at the UN
  FT

Sunday, September 21, 2025

General

• Fed's Powell, Miran set to speak with stocks at record highs: What to watch this week
  Yahoo Finance
• Trump says meeting Democrats to avert shutdown unlikely to help
  Yahoo/Bloomberg
• Investors Turn to Derivatives for US Corporate Bonds As Issuers Can't Keep Up
  Yahoo/Bloomberg
• Popular Hedge Fund Options Strategy Attracts Contrarian Bets
  Yahoo/Bloomberg
• What we know about the cyberattack that hit major European airports
  CNBC
• Rise of the new radical internet
  Axios
• The Taliban reject Trump’s bid to retake Bagram Air Base in Afghanistan
  AP
• Trump says 'bad things' will happen if Afghanistan does not return Bagram air base
  Reuters
• What Wall Street Sees in the Data Center Boom
  NYT
• What Will U.S. Capitalism Look Like in 50 Years? Seven Experts Weigh In
  WSJ
• Trump Pushes Attorney General Pam Bondi to Prosecute Political Foes
  WSJ
• Ukraine’s Supply Runs Turn to Nightmares as Drones Menace Roads Far Beyond the Front
  WSJ
• Private equity groups warn of mis-selling as sector opens up to individual investors
  FT
• How ‘Safe China’ sells its security strategy to the world
  FT

Saturday, September 20, 2025

General

• Wall St Week Ahead: US housing shares shine as Fed restarts rate cuts
  Reuters
• Trump Predicts Government Could ‘Very Well’ Shut Down Oct. 1
  Yahoo/Bloomberg
• Trump to Add New $100,000 Fee for H-1B Visas in Latest Crackdown
  Yahoo/Bloomberg
• Steve Bannon floats idea of Bessent running both Treasury and the Fed
  CNBC
• China sticks to its stance on TikTok’s US future after Trump call
  Reuters
• Cyberattack disrupts check-in systems at major European airports
  AP
• Argentina's central bank makes biggest daily dollar sale in six years to curb peso slide
  Reuters
• Russia launches a large-scale attack on Ukraine, killing 3 and wounding dozens
  AP
• Estonia seeks Nato consultation after Russian jets violate airspace
  Axios
• New to the Fed, Miran Defends Calls for Sharper Reduction in Interest Rates
  NYT

Friday, September 19, 2025

General

• Stocks are little changed after market rallies to all-time highs: Live updates
  CNBC
• Gold Nudges Higher as Traders Look for Clues on Rates and Dollar
  Yahoo/Bloomberg
• ‘Hedge America’ Trade Fuels Global Rush Into Short-Dollar Wagers
  Yahoo/Bloomberg
• House to vote on stopgap funding bill, but health care fight threatens a shutdown
  NPR
• Key parts of Trump's economic agenda now in Supreme Court's hands
  Reuters
• Senate Republicans squirm over FCC comments on Jimmy Kimmel
  Axios
• China Seeks Trade Edge by Shunning US Soy in First Since 1990s
  Yahoo/Bloomberg
• BOJ Governor Ueda's comments at news conference
  Yahoo/Reuters
• Ray Dalio Says US Monetary Order Is at Risk as Debt Mounts
  Yahoo/Bloomberg
• BofA’s Hartnett Says Magnificent 7 Stock Bubble Is Still Growing
  Yahoo/Bloomberg
• Late-night hosts react to Kimmel suspension
  Axios
• Bond Traders Battle Proposals to Cap Leverage in Repo Market
  Bloomberg
• US-Korea Talks Remain Unresolved Over Auto Tariff, Visa Issues
  Bloomberg
• BOJ Keeps Rates Steady and Says Will Begin Selling ETFs
  Bloomberg
• What the BOJ Unwinding Its ETF Holdings Means for Japan
  Bloomberg
• Japan Two-Year Government Bond Yield Rises to Highest Since 2008
  Bloomberg
• ‘It’s Going to Hurt Us’: Trump Puts 15,000 Offshore Wind Jobs at Risk With Halt Orders
  Bloomberg
• Europe Announces New Sanctions to Ramp Up Pressure on Russia
  NYT
• Why the Media Industry Is Bracing for More Blowback
  NYT
• Why the Fed Rate Cut Won’t Ease the Government’s Debt Problem
  WSJ
• Trump’s Team Explores Government-Backed Manufacturing Boost
  WSJ
• Jensen Huang Walks an AI Tightrope Between the U.S. and China
  WSJ
• Bank of Japan to Start Offloading More Assets
  WSJ
• Is America entering a new era of McCarthyism?
  FT
• Inside the big fat BDC boom
  FT
• Tett: How drones have transformed the nature of war
  FT

Thursday, September 18, 2025

Evening

• Stock futures are little changed after market rallies to all-time highs: Live updates
  CNBC
• Trading Day: Fed cuts, world stocks rip
  Reuters
• Trump Threatens Licenses of TV Stations That Criticize Him
  Yahoo/Bloomberg
• Trump Readies Tax, Criminal Crackdowns on Liberal Groups After Kirk Killing
  Yahoo/Bloomberg
• Trump Says Xi Call Could Yield TikTok Deal, Truce Extension
  Yahoo/Bloomberg
• US corporate bond dealmaking jumps day after Fed rate cut
  Yahoo/Reuters
• Starmer and Trump's united front cracks on subject of Russia-Ukraine war
  Politico
• Exclusive: Trump "wrong on the facts" in $15 billion defamation suit, NYT editor says
  Axios
• The growing chasm between MAGA and non-MAGA Republicans on Trump's economy
  Axios
• ‘Hedge America’ Trade Fuels Global Rush Into Short-Dollar Wagers
  Bloomberg
• Blackstone Sees Tight Credit Spreads Fueling Private Debt Boom
  Bloomberg
• Subprime-Auto Deals Show Muted Impact From Tricolor’s Collapse
  Bloomberg
• Trump Administration Wields Its Full Toolbox to Bring Media to Heel
  NYT
• The FCC, Disney and Jimmy Kimmel
  WSJ
• Inside Disney’s Abrupt Decision to Suspend Jimmy Kimmel’s Show
  WSJ

Afternoon

• S&P 500 jumps to all-time high a day after rate cut, small-cap Russell on pace for a record close: Live updates
  CNBC
• FCC Chair Carr says ‘we’re not done yet’ after Jimmy Kimmel suspension by ABC
  CNBC
• Kimmel’s suspension is the latest display of Trump’s growing power over the US media landscape
  AP
• What to know about Brendan Carr, the head of the Federal Communications Commission
  AP
• Supreme Court to hear Trump tariff case Nov. 5, as Cook appeal looms
  Axios
• Trump Asks Supreme Court to Let Him Fire Fed’s Lisa Cook
  Yahoo/Bloomberg
• Average rate on a 30-year mortgage falls again, dips to lowest level since early October
  AP
• Higher Utility Bills to Drive US Energy Development, EQT Says
  Bloomberg
• The Fed Has No Good Options as Hiring Wobbles and Inflation Picks Up
  NYT
• ‘Tax the Rich,’ French Protesters Cry, as the Wealthy Push Back on Paying More
  NYT
• In Kimmel Suspension, Trump Campaign Against Critics Escalates
  WSJ
• Trump Administration Asks Supreme Court to Allow Removal of Fed Governor Lisa Cook
  WSJ
• Trump’s Trade War Split Canada and Mexico. Now They Want a United Front.
  WSJ
• Florida Orange Output Lowest Since the Great Depression
  WSJ
• Protesters in France Push Back on Efforts to Rein In Spending
  WSJ

General

• Stocks climb as investors jump back into tech stocks following rate cut: Live updates
  CNBC
• Intel surges 30% as Nvidia to invest $5 billion in chipmaker, co-develop data center and PC chips
  CNBC
• China’s Showcase of AI Chip Prowess Triggers $240 Billion Rally
  Yahoo/Bloomberg
• US jobless aid applications retreat to 231,000 after surging to nearly 4-year high a week earlier
  AP
• Federal Reserve shows unexpected unity, independence as it weathers Trump’s attacks
  AP
• Miran's Fed dissent makes a splash, fails to sway the outcome
  Yahoo/Reuters
• Fed meeting hints at new future of the central bank
  Axios
• Bank of England slows pace of bond rundown and keeps rates on hold
  Yahoo/Reuters
• Strikes and protests roil France, pitting the streets against Macron and his new prime minister
  AP
• Disney Pulls ‘Kimmel Live’ Over Host’s Kirk Remarks
  Yahoo/Bloomberg
• Media's MAGA makeover
  Axios
• China's DeepSeek says its hit AI model cost just $294,000 to train
  Reuters
• Amodei on AI: "There's a 25% chance that things go really, really badly"
  Axios
• Dudley: The Three Takeaways From the Fed’s Interest Rate Decision
  Bloomberg
• Summers Says Fed Policy ‘On the Loose Side,’ Inflation Top Issue
  Bloomberg
• Powell Rallies Fed Colleagues as Economic, Political Risks Grow
  Bloomberg
• The Bond Market Won't Like These Fed Rate Cuts
  Bloomberg
• Spencer Cox Is a Lonely Voice in an Age of Rage
  Bloomberg
• China Banks Amped Up $10 Trillion Bond Bet Just as Market Peaked
  Bloomberg
• Huawei Unveils New AI Chip Tech to Challenge Nvidia’s Dominance
  Bloomberg
• China’s Defense Minister Warns on Taiwan, Condemns ‘Bullying’
  Bloomberg
• Why Is China Stockpiling So Much Oil?
  Bloomberg
• Global Water Cycle ‘Erratic’ in 2024, Leading to Floods, Drought
  Bloomberg
• ABC Pulls Jimmy Kimmel Off Air for Charlie Kirk Comments After F.C.C. Pressure
  NYT
• Russia, China and Iran Use Kirk’s Murder to Stoke Conspiracy Theories and Division
  NYT
• Powell’s Last Stand: Balancing a Tricky Economy and Intense Political Pressure
  WSJ
• What Decides Where Mortgage Rates Go From Here
  WSJ
• Inside the Room Where CEOs Say What They Really Think of Trump’s Policies
  WSJ
• Huawei Unveils AI Chip Pipeline as Tech Rivalry Heats Up
  WSJ
• China Hardens Military Stance Against U.S. With Nuclear Weapons and Tough Talk
  WSJ
• Trump tariffs could fund bailout for US farmers, says agriculture secretary
  FT
• BoE holds interest rates at 4% and slows ‘quantitative tightening’
  FT
• BoE signals crackdown on offshore reinsurance risk in pensions
  FT