Daily News Links

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Saturday, November 15, 2025

General

• Trump, like Biden before him, finds there’s no quick fix on inflation
  AP
• New York Fed met with banks over key lending facility, FT reports
  Yahoo/Reuters
• Fed reshuffling is coming, but 2026 still looks divided
  Yahoo Finance
• The government shutdown is over. The air traffic controller shortage is not
  CNBC
• 3 roadblocks for the Senate's last-ditch health care negotiations
  Axios
• US hedge funds trim stakes in 'Magnificent Seven' stocks in third quarter
  Reuters
• Future data centers are driving up forecasts for energy demand. States want proof they’ll get built
  AP
• White House Memo Claims Alibaba Has China Military Ties, FT Says
  Yahoo/Bloomberg
• Japan protests China’s travel advisory over Taiwan remarks
  AP
• Japan Plans Bigger Extra Budget This Fiscal Year: Media Reports
  Bloomberg
• China’s AI Bets Pivot to Power, Metals as Tech Bubble Fears Grow
  Bloomberg
• ‘Buy the Dip’ Investors Save Stocks From a Brutal Week
  WSJ
• Here’s How Much Coffee, Beef and Banana Prices Have Gone Up
  WSJ
• Iran Seizes Fuel Tanker in Middle East Waterway
  WSJ
• New York Fed convened meeting with Wall Street firms over key lending facility
  FT
• US economic outlook obscured by shutdown-triggered data gap
  FT
• If private credit breaks, insurers will fall under the microscope
  FT
• The soaring price of a steak
  FT
• White House memo claims Alibaba is helping Chinese military target US
  FT

Friday, November 14, 2025

General

• Stocks drop as tech shares get hit hard again: Live updates
  CNBC
• Bitcoin slides to six-month low as risk off tone grips markets
  Yahoo/Reuters
• Bitcoin’s Bear Market Deepens as ETF Investors Yank $870 Million
  Yahoo/Bloomberg
• World shares skid, following Wall Street’s retreat fueled by worries over AI and interest rates
  AP
• Oil rises 2% after Ukrainian attack damages Russian oil depot
  Reuters
• Burry’s Depreciation Gripe Shines Spotlight on Big Tech Profits
  Yahoo/Bloomberg
• Top Fannie Mae officials ousted after sounding alarm on sharing confidential housing data
  AP
• China's economy jolted by weakest factory output, retail sales growth in over a year
  Reuters
• China economic gloom mounts as housing slump intensifies and investment slides
  CNBC
• Ukrainian attack halts oil exports from Russia's Novo, affecting 2% of global supply, sources say
  Reuters
• Russian drone and missile attack on Kyiv kills 6 people and injures at least 35
  AP
• China and US Yet to Agree Rare-Earth Deal Weeks After Talks
  Bloomberg
• China’s Economy Falters With Growth Hurt by Investment Slump
  Bloomberg
• China’s Investment Crash Puzzles Economists and Threatens Growth
  Bloomberg
• China Home-Price Slump Deepens as Stimulus Fails to Halt Slide
  Bloomberg
• China’s Ex-Finance Chief Warns Property Bust to Worsen Deflation
  Bloomberg
• China Property Loans of $1 Billion Risk Default in Latest Scare
  Bloomberg
• Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices
  NYT
• When AI Hype Meets AI Reality: A Reckoning in 6 Charts
  WSJ
• Why Every Company Suddenly Wants to Become a Bank
  WSJ
• Companies Predict 2026 Will Be the Worst College Grad Job Market in Five Years
  WSJ
• As First Brands Headed for Failure, Its Founder Spent Big in Europe
  WSJ
• Starmer and Reeves drop proposal to increase income tax rates in Budget
  FT
• China’s secretive gold purchases help fuel record rally
  FT
• China house prices decline by most in a year
  FT

Thursday, November 13, 2025

Evening

• Wall Street drops to one of its worst days since April on worries about AI stocks and interest rates
  AP
• Stocks notch worst day in over a month as tech sell-off intensifies
  CNBC
• US aircraft carrier nears Venezuela in flex of American military power
  AP
• Eric Trump says the future of finance is crypto
  Yahoo Finance
• US Initial Jobless Claims Eased Last Week, State Data Suggest
  Bloomberg
• Risk Aversion Sinks Market High Flyers as Fed Rate-Cut Hopes Dim
  Bloomberg
• Fed Doubts Grow Over December Rate Cut With Kashkari on Fence
  Bloomberg
• US Convertible Bonds Top Covid Record With $109 Billion Haul
  Bloomberg
• US military to ‘intensify exercises’ in Trinidad and Tobago
  FT

Afternoon

• Wall Street sell-off worsens, Dow falls more than 600 points: Live updates
  CNBC
• Worries about AI stocks and interest rates send Wall Street toward one of its worst days since April
  AP
• Wall Street cools on Oracle’s buildout plans as debt concerns mount: ‘AI sentiment is waning’
  CNBC
• Data blackout contributes to murky Fed policy outlook
  Axios
• New foreclosures jump 20% in October, a sign of more distress in the housing market
  CNBC
• Fed’s Hammack Says Interest Rates Should Still Weigh on Economy
  Bloomberg
• Fed’s Musalem Says Central Bank Must Lean Against Inflation
  Bloomberg
• US Colleges See Fewer Foreign Applicants as India Fuels Decline
  Bloomberg
• The California Campaign to Introduce a First-of-Its-Kind Billionaire’s Tax
  WSJ

General

• Stocks fall after Dow rallies to record high: Live updates
  CNBC
• Morning Bid: Fed cut now a coin toss
  Reuters
• Regional Fed banks could be next front in Trump's pressure campaign
  Reuters
• Big Tech’s Climate Strategists Feeling Strain of AI Power Needs
  Yahoo/Bloomberg
• Big Tech’s Soaring Profits Have an Ugly Underside: OpenAI’s Losses
  Yahoo/WSJ
• GOP’s Shutdown Win May Backfire Over Soaring Health-Care Costs
  Yahoo/Bloomberg
• Japan's wholesale prices rise more than expected on sticky food inflation
  Reuters
• Funding Market Strains Spur Wall Street Calls for More Action From Fed
  Bloomberg
• Japan 5-Year Bond Sale Lowest Price in Line With Market Forecast
  Bloomberg
• Japan’s Slumping Currency Intensifies Debate Over Intervention
  Bloomberg
• China Sees Worst Credit Growth in a Year as Demand Dries Up
  Bloomberg
• Brazil’s Boom in Risky Bank Bonds Is Worrying Money Managers
  Bloomberg
• How Private Equity’s Vision for a Roofing Conglomerate Went Bust
  NYT
• The Secret Meeting That Ended the Shutdown
  WSJ
• Builders’ Cheap Mortgages Are a Bad Deal for Home Buyers
  WSJ
• White House signals it will cut tariffs to help ease high food prices
  FT
• ‘Phantom’ data centres muddy forecasts for US power needs
  Ft
• Wall Street CEOs flock to White House dinner with Donald Trump
  FT
• How populism became popular
  FT

Wednesday, November 12, 2025

Evening

• Stock futures tick lower after Dow rallies to record high: Live updates
  CNBC
• Gold, Copper Gain on Fed Rate-Cut Bet as US Prepares to Reopen
  Yahoo/Bloomberg
• Oil Posts Biggest Drop Since June Amid Supply Glut Concerns
  Yahoo/Bloomberg
• 2 Federal Reserve officials oppose an interest rate cut in December
  AP
• Boston Fed's Collins: The bar for cutting rates further is 'relatively high,' sees holding for 'some time'
  Yahoo Finance
• NY Fed's Perli encourages use of Standing Repo Facility to deal with liquidity needs
  Yahoo/Reuters
• A $25 Billion Bitcoin Bet Frays as Doubt Hits Big Buyers
  Yahoo/Bloomberg
• US High-Grade Bond Sales Reach Their Highest Level Since 2020
  Bloomberg
• CoreWeave-Tied Data Center Debt Tests Strength of Flooded Market
  Bloomberg
• Fed’s Perli Says Won’t Be Long Before Fed Starts Buying Assets
  Bloomberg
• Hassett Says He Would Accept Fed Chair Job, Wants Lower Rates
  Bloomberg
• Japan and China spar over Taiwan as Donald Trump tilts global ‘chessboard’
  FT

Afternoon

• US stocks are drifting around their records as AMD rallies
  AP
• Gold Gains as Markets Weigh an End to Shutdown, Fed Rate Path
  Yahoo/Bloomberg
• Trump is committed to a $2,000 dividend to Americans using tariff income-White House
  Reuters
• Record number of subprime borrowers miss car loan payments in October, data shows
  Reuters
• Bessent, Trump administration are pushing bond market as key to affordability agenda
  Axios
• Bessent says he will adjust US Treasury debt auctions gradually, safeguard stability
  Yahoo/Reuters
• Pulte Cites ‘Portable Mortgages’ After 50-Year Idea Panned
  Yahoo/Bloomberg
• Silicon Valley is going all in on 'superintelligent' AI, and there's plenty of hype
  Yahoo Finance
• Tehran taps run dry as water crisis deepens across Iran
  Reuters
• U.S. Insurers Are Binging on Private Credit, Moody’s Says
  WSJ
• Inside Microsoft’s New AI ‘Super Factory’
  WSJ
• Atlanta Fed President Bostic to Retire Ahead of Reappointment Process
  WSJ
• UK pauses some intelligence sharing with US over Caribbean boat strikes
  FT
• Europe’s carmakers face ‘devastating’ chip crisis as Nexperia supply crunch continues
  FT

General

• S&P 500, Nasdaq gain as AMD leads tech trade comeback: Live updates
  CNBC
• House returns for vote to end the government shutdown after nearly 2 months away
  AP
• Tariffs thaw, rivalry simmers: U.S.–China trade truce enters uneasy phase
  CNBC
• Mortgage demand from homebuyers hits highest level since September, despite rising interest rates
  CNBC
• Bessent says "substantial" relief imminent on coffee, fruit prices
  Axios
• AI stock boom leaves many behind, economist says: ‘It really widens the wealth and income gap’
  CNBC
• White House explores rules that would upend shareholder voting, WSJ reports
  Yahoo/Reuters
• Trump to host JP Morgan's Dimon, other Wall Street CEOs at White House dinner
  Yahoo/Reuters
• Japan’s Finance Chief Issues Fresh FX Warning as Yen Nears 155
  Yahoo/Bloomberg
• China Deploys ‘Big Data’ in Crackdown on Overseas Trading Income
  Yahoo/Bloomberg
• RBA Warns of Market Complacency Toward Rising Geopolitical Risks
  Yahoo/Bloomberg
• Influential study sees momentum ebbing on cutting global CO2 emissions
  Axios
• Car Loan Delinquencies Hit Record for Riskiest Borrowers
  Bloomberg
• Private Companies Are Being Taken Over by Lenders at Brisk Pace
  Bloomberg
• Hedge Fund Giants Are Muscling Into Red-Hot Private Markets
  Bloomberg
• China’s Purchases of US Soybeans Stall Despite Trade Truce
  Bloomberg
• Takaichi Says BOJ Policy Is Very Important for a Strong Economy
  Bloomberg
• Australian Home Loans Soar to Record, Reinforcing RBA Pause
  Bloomberg
• Who Pays When A.I. Is Wrong?
  NYT
• The Fed Is Increasingly Torn Over a December Rate Cut
  WSJ
• The AI Boom Is Looking More and More Fragile
  WSJ
• America’s Chip Restrictions Are Biting in China
  WSJ
• What the Looming Fall of a Ukrainian City Says About Putin’s War
  WSJ
• How K-shaped is the economy, really?
  FT
• Germany risks ‘squandering’ growth from debt bazooka, warn top advisers
  FT
• Markets should pay heed to the affordability squeeze
  FT
• Elliott seeks to reassure investors as long-term returns fall behind S&P 500
  FT

Evening

• Stock futures little changed after Dow notches record high: Live updates
  CNBC
• What to know about Trump’s plan to give Americans a $2,000 tariff dividend
  AP
• Stocks shine as foreigners add $27 billion to EM portfolios in October, says IIF
  Reuters
• Regulators Move to Finalize Bank Capital Plan Tied to Treasuries
  Bloomberg
• China Accuses US of Orchestrating $13 Billion Bitcoin Hack
  Bloomberg
• Three AI Megadeals Are Breaking New Ground on Wall Street
  WSJ
• Fannie Mae Watchdogs Probed How Pulte Obtained Mortgage Records of Key Democrats
  WSJ
• Arrival of U.S.’s Largest Warship Ratchets Up Pressure on Venezuela
  WSJ
• Warnings from the private credit wobble
  FT

Tuesday, November 11, 2025

Afternoon

• Nasdaq falls as tech shares come under pressure again; S&P 500 is little changed: Live updates
  CNBC
• CoreWeave Drops After Lowering Outlook on Capacity Crunch
  Yahoo/Bloomberg
• Trump claims tariff "unwind" would cost $3 trillion
  Axios
• Venezuelan military preparing guerrilla response in case of US attack
  Reuters
• The AI Bubble Is Ignoring Michael Burry’s Fears
  Bloomberg
• Bitcoin Traders Are Still Rattled After $340 Billion Wipeout
  Bloomberg
• Russia's Sliding Oil Flows and Prices Strain Putin’s War Chest
  Bloomberg
• Job Seekers Stare Down a Gloomy Holiday Hiring Season
  WSJ
• Pakistan Points Finger at India Over Suicide Blast
  WSJ

General

• S&P 500 ticks lower after big rally in prior session; tech shares under pressure: Live updates
  CNBC
• Gold Extends Gains on US Fiscal Concerns, Rate-Cut Expectations
  Yahoo/Bloomberg
• Senate passes package to end record government shutdown
  Axios
• Schumer faces mounting Dem calls to resign as leader
  Axios
• SoftBank sells its entire stake in Nvidia for $5.83 billion
  CNBC
• Top diplomats from G7 countries meet in Canada as trade tensions rise with Trump
  AP
• Trump's deal with South Korea bogged down in details over submarine
  Reuters
• US Small-Business Optimism Dips to Six-Month Low on Earnings
  Bloomberg
• US Health Care Premium Spikes to Squeeze Main Street Businesses
  Bloomberg
• US Companies Shed Jobs in Late October, Weekly ADP Data Show
  Bloomberg
• CEOs Sound Least Worried About an Economic Slowdown Since 2007
  Bloomberg
• Bessent Deflects Inflation Concerns, Sees Better Times in 2026
  Bloomberg
• Japan’s 30-Year Bonds Fall as Fiscal Worries Weigh on Debt Sale
  Bloomberg
• Wall Street’s Hot Trade Keeps On Booming as SRT Issuance Surges
  Bloomberg
• Low-Income Shoppers Cut Spending and Businesses Worry
  NYT
• The AI Cold War That Will Redefine Everything
  WSJ
• China Hatches Plan to Keep U.S. Military From Getting Its Rare-Earth Magnets
  WSJ
• Europe Is in a Gray Zone Between War and Peace
  WSJ
• Investor angst over Big Tech’s AI spending spills into bond market
  FT
• Reverse mortgages edge up as US economy squeezes older Americans
  FT

Monday, November 10, 2025

Afternoon

• S&P 500 rises as plan to end shutdown starts moving through Congress: Live updates
  CNBC
• Speaker Johnson says House will return to Washington for voting on shutdown deal
  AP
• Trump Warns Air Traffic Controllers to Work or Get ‘Docked’
  Yahoo/Bloomberg
• AI’s $5 trillion data center boom will dip into every debt market, JPMorgan says
  Yahoo/Bloomberg
• Miran says half-point cut ‘appropriate’ for December, but Fed should at least reduce by a quarter point
  CNBC
• Private Equity Is Finding New Ways to Cash Out After IPOs
  Yahoo/Bloomberg
• The Political Left Is Dialing Up Scrutiny of Data Centers
  WSJ

General

• Stocks rise as Senate nears deal to end the government shutdown: Live updates
  CNBC
• Gold Surges as US Push to End Shutdown Turns Attention to Fed
  Yahoo/Bloomberg
• Senate votes to move forward with deal to end government shutdown
  Axios
• "It's complete BS": Dems go ballistic over Senate shutdown deal
  Axios
• Data Centers in Nvidia’s Hometown Stand Empty Awaiting Power
  Yahoo/Bloomberg
• AI’s golden boy under pressure as ChatGPT burns through billions
  Yahoo/Telegraph
• US law firms saw demand surge in third quarter - report
  Yahoo/Reuters
• DOJ's No. 2 frames legal fight as "war" on judges, state bars
  Axios
• TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate
  Yahoo/Bloomberg
• Japan's stimulus plan to urge BOJ focus on boosting growth, draft outline shows
  Reuters
• China's internet firms cautiously revive lending as Beijing pushes consumer loans
  Reuters
• BOJ Summary Indicates Chance of December Interest Rate Hike
  Yahoo/Bloomberg
• Tricolor's Frantic End Was Sparked by a Phone Call From JPMorgan
  Bloomberg
• US Ports Facing ‘Goods Recession’ Amid Holiday Lull, Tariff Woes
  Bloomberg
• Japan’s Takaichi Eyes Stimulus Package to Jump-Start Growth Plan
  Bloomberg
• How Chinese Real Estate Became the Biggest Bubble in History
  Bloomberg
• Senate Clears Key Hurdle Toward Ending Government Shutdown
  WSJ
• Democrats Fume Over Deal to End Government Shutdown
  WSJ
• Feeling Great About the Economy? You Must Own Stocks
  WSJ
• Microsoft’s Dealings With OpenAI Still Need a Lot More Sunlight
  WSJ
• The new crop of rating agencies behind the private credit boom
  FT
• Saylor vs Chanos: a short story
  FT
• The world is struggling to halt climate change. But can it adapt?
  FT
• Can the US break China’s grip on rare earths?
  FT
• Trump’s clean energy cuts hobble solar and wind build-out
  FT
• The nuclear arms race is back
  FT

Evening

• Stock futures rise on hope for a deal to end the government shutdown: Live updates
  CNBC
• Deal to end government shutdown in reach
  Axios
• Thune Plans Shutdown Test Vote as Democrats Lean Toward Deal
  Yahoo/Bloomberg
• Air Travel Woes Grow as Chicago Storm Adds to Shutdown Mess
  Yahoo/Bloomberg
• US airlines’ daily cancellations top 2,000 for first time since shutdown cuts began
  AP
• Bessent Says Trump’s $2,000 ‘Dividend’ May Come Via Tax Cuts
  Yahoo/Bloomberg
• Exclusive: China starts work on easing rare earth export rules but short of Trump hopes, sources say
  Reuters
• China Consumer Prices Unexpectedly Rise on Holiday Demand
  Yahoo/Bloomberg
• Japan PM Takaichi signals watering down of fiscal consolidation target
  Reuters
• Shutdown Nears End as Democrats Agree to Funding Deal
  Bloomberg
• Fed’s Williams Sees Balancing Act for Next Rate Meeting, FT Says
  Bloomberg
• Rising Polar Vortex Threat for US, Asia and Europe Signals Higher Winter Energy Bills
  Bloomberg
• Senate Closes In on Vote on Ending Government Shutdown
  WSJ
• Officials warn of big hit to air travel and GDP as US government shutdown drags on
  FT

Sunday, November 9, 2025

General

• Wall St Week Ahead Investors watching US economic signs as market pulls back, tech teeters
  Reuters
• Government shutdown reaches its 40th day as senators work through a crucial weekend
  AP
• Fear Is Coming Back to the Junk Bond Market
  Yahoo/Reuters
• Hiring has dramatically slowed': What private data says about America's job engine
  Yahoo Finance
• China consumer prices return to growth in October, producer price slump extends to three years
  CNBC
• Ukrainian strikes disrupt power and heating to 2 major cities in Russia
  AP
• Landmark Paris Agreement set a path to slow warming. The world hasn’t stayed on it
  AP
• Airport Disruptions May Get Worse This Week
  NYT
• China Suspends Export Controls on More Critical Minerals
  NYT
• Americans See a Government That Can’t Solve Their Problems
  WSJ
• The Year’s Hottest Crypto Trade Is Crumbling
  WSJ
• In America’s Suburbs, Frustrated Middle-Class Voters Are Up for Grabs
  WSJ
• Inside Trump’s ‘Guns-a-Blazing’ Threat and Nigeria’s Race to Head It Off
  WSJ
• Gulf between rich and poor risks US downturn, Fed official warns
  FT