Daily News Links

8694 posts

Saturday, February 14, 2026

General

• The Goldilocks economy, if you don't look too close
  Axios
• Hyperscalers lost over $1 trillion post-earnings
  Axios
• Rubio’s speech to European allies takes a softer tone but sticks to Trump’s firm stance
  AP
• European reaction to Rubio's speech on transatlantic ties at Munich Security Conference
  Reuters
• Soaring coffee prices rewrite some Americans’ daily routines
  AP
• Cost of Trump's Coal Push Plays Out in Dollars, Noise and Health
  Yahoo/Bloomberg
• Exclusive: US military preparing for potentially weeks-long Iran operations
  Reuters
• Trump says Iran regime change could be 'best thing' as second carrier heads to Middle East
  Reuters
• European nations say Alexei Navalny was poisoned by the Kremlin with dart frog toxin
  AP
• Bankers’ Winter Getaway to Sunny Florida Is Upended By AI Chaos
  Bloomberg
• Wall Street Banks Are Paying Their CEOs Like It’s 2006 Again
  Bloomberg
• America’s Vanishing Cattle Herd Drives 15% Price Hikes for Beef
  Bloomberg
• China’s Wang Warns Takaichi Over Japan’s ‘Ghosts of Militarism’
  Bloomberg
• Here’s What the Big Bank CEOs Got Paid in 2025
  WSJ
• Six Wall Street bank chiefs bring in combined pay of $250mn in 2025
  FT
• Politics is now driving the dollar
  FT

Friday, February 13, 2026

General

• Stocks are little changed after CPI data as S&P 500 heads for losing week: Live updates
  CNBC
• Gold Rebounds After Sharp Drop Sparked by Wider Market Jitters
  Yahoo/Bloomberg
• AI Disruption Trade Drives Divide in Travel and Leisure Stocks
  Yahoo/Bloomberg
• Inflation measure falls to nearly five-year low as gas prices fall and housing costs cool
  AP
• As electricity costs rise, everyone wants data centers to pick up their tab. But how?
  AP
• Fed policy is tighter than thought, inflation not a problem, Miran says
  Yahoo/Reuters
• U.S.–China proxy battle over Panama Canal ports set to intensify as CK Hutchison warns of legal action
  CNBC
• Second US aircraft carrier is being sent to the Middle East, AP source says, as Iran tensions high
  AP
• Western countries see World War III coming
  Politico
• Germany's Merz calls for reset with US as old global order crumbles
  Reuters
• Private Credit’s Software Bet Is Even Bigger Than It Appears
  Bloomberg
• AI Disruption Trade Drives Divide in Travel and Leisure Stocks
  Bloomberg
• Why China Is Retreating Further From US Treasuries
  Bloomberg
• Japan, US Far Apart on $550 Billion Fund Projects, Akazawa Says
  Bloomberg
• China’s Credit Growth Picks Up on Seasonal, Government Boost
  Bloomberg
• Russia’s Invasion of Ukraine Changed Europe Forever. Here’s How
  Bloomberg
• Crises Everywhere, but the Markets Don’t Seem to Mind
  NYT
• A Memory-Chip Shortage Is Squeezing Consumer Tech—and It’s Set to Get Worse
  WSJ
• Forget the ‘Sell America’ Trade. Here Comes ‘Hedge America.’
  WSJ
• U.S. Is Sending Its Largest Warship to the Middle East
  WSJ
• Japan Seizes Chinese Fishing Boat and Arrests Its Skipper
  WSJ
• Wall Street hunts next casualty from AI threat to white collar work
  FT
• Tett: The battle between crypto and banks is splitting Trump’s base
  FT
• Central bankers aren’t getting along
  FT
• What must happen for the world to stack RMB
  FT

Evening

• S&P 500 futures tick higher as traders await big consumer inflation report: Live updates
  CNBC
• Real Estate Stocks Sink as Worries About AI Risks Spread
  Yahoo/Bloomberg
• New York Fed's Remache says elevated Fed bond buying to continue until mid-April
  Yahoo/Reuters
• Trump’s EPA revokes scientific finding that underpinned US fight against climate change
  AP
• Global EV sales hampered by China, US slowdown in January
  Yahoo Reuters
• Investors Pour Another $4 Billion Into US High-Grade Bond Funds
  Bloomberg
• Broker Clear Street Postpones IPO Citing Market Conditions
  Bloomberg
• Worries About AI Disruptions Fuel Stock Slide
  WSJ
• Americans With Higher Incomes Are Starting to Fall Behind on Payments
  WSJ
• A German General Prepares His Country for War—and the Clock Is Ticking
  WSJ
• NATO Has Seen the Future and Is Unprepared
  WSJ

Thursday, February 12, 2026

Afternoon

• Tech, software rout drags Wall St lower as markets seek returns on AI spending
  Reuters
• Oil Slips as Risk-Off Mood Overshadows US-Iran Talks Uncertainty
  Yahoo/Bloomberg
• Gold Sinks in Shock Selloff as Traders Cover Stock-Rout Losses
  Yahoo/Bloomberg
• Fed chair drama: Tillis pours cold water on off-ramp for Powell criminal probe
  CNBC
• Electricity prices rising by double the rate of inflation. Data center demand means no relief ahead, analysts say
  CNBC
• Jamie Dimon Must Lower Credit Card Interest Rates, Navarro Says
  Yahoo/Bloomberg
• Bitcoin Rout Exposes Bukele’s Gamble and Hits El Salvador Debt
  Bloomberg
• Orban Opponent Alleges ‘Russia-Style’ Blackmail via Sex Tape
  Bloomberg
• Americans Are Paying the Bill for Tariffs, Despite Trump’s Claims
  NYT
• They Want to Turn Greenland Into an AI Powerhouse. Locals Aren’t Buying It.
  WSJ
• Why the AI attack on software has unnerved so many industries
  FT
• Rally in corporate bonds prompts ‘bubble’ fears
  FT

General

• S&P 500 slides for a third day as investors rotate out of tech and into economic growth plays: Live updates
  CNBC
• Asian stocks at record high, US jobs data buoys yields, dollar
  Reuters
• Indian IT stocks slide over 4% to four-month low
  Reuters
• US applications for jobless benefits fall to 227,000 last week, remaining at recent healthy levels
  AP
• January homes sales tank more than 8%, as Realtors say potential buyers are ‘struggling’
  CNBC
• Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales
  CNBC
• AI insiders are sounding the alarm
  Axios
• Crypto lender BlockFills suspends withdrawals amid faltering bitcoin price
  Reuters
• China's Lenovo warns of PC shipment pressure from memory shortage​
  Yahoo/Reuters
• EU leaders meet to counter pressure from Russia, China and Trump
  AP
• Ukrainian capital Kyiv under 'massive' attack from Russian missiles, officials say
  Reuters
• AI Can Be Transformational and Still Be a Bubble
  Bloomberg
• AI-Driven Debt Binge Threatens to Disrupt Passive Credit Funds
  Bloomberg
• Citigroup Rates Desk Says Market Is Too Calm About US Inflation
  Bloomberg
• Five Reverse Yankee Bond Sales to Push Volumes Past 2007 Record
  Bloomberg
• The Demand for Bonds Is Insatiable. Even Risky Borrowers Are Reaping the Benefits.
  WSJ
• What Sweeping Revisions and a Blowout Month Tell Us About the U.S. Job Market
  WSJ
• Pentagon Prepares Second Aircraft Carrier to Deploy to the Middle East
  WSJ
• US businesses and consumers pay 90% of tariff costs, New York Fed says
  FT

Evening

• Dow futures are little changed after index ends three-day win streak: Live updates
  CNBC
• Japan stocks extend post-election rally with Nikkei 225 breaching 58,000 for the first time
  CNBC
• Trump orders Pentagon to buy power from coal plants
  CNBC
• Fed’s Miran Says There’s Still a Variety of Reasons to Cut Rates
  Bloomberg
• China Slams Taiwan’s ‘Sycophantic’ Praise of Takaichi Landslide
  Bloomberg
• The Mega-Rich Are Turning Their Mansions Into Impenetrable Fortresses
  WSJ

Wednesday, February 11, 2026

Afternoon

• Dow ticks lower as investor enthusiasm for better-than-expected jobs data wanes: Live updates
  CNBC
• Silver Jumps Above $85 an Ounce as Traders Weigh Market Balance
  Yahoo/Bloomberg
• Bitcoin Slides Below $67,000 as Crypto Diverges From Stocks
  Yahoo/Bloomberg
• CBO: Federal deficits and debt to worsen over next decade
  AP
• Wall Street Bonuses Help Shrink NYC Budget Gap by $5 Billion
  Yahoo/Bloomberg
• Kevin Warsh’s Fed Job Already Looks Impossible
  Bloomberg
• Federal Debt to Hit Record Levels, Budget Office Warns
  NYT
• U.S. Budget Hole Set to Deepen by Trillions
  WSJ
• Trump’s policies will add $1.4tn to US deficit over next decade, watchdog says
  FT
• Fed’s Schmid Pushes Back on Rate-Cut Prospects
  WSJ
• Here’s What We Learned About the Power Grid During the Cold Snap
  WSJ

General

• Dow futures rise 200 points after a much better-than-expected January jobs report: Live updates
  CNBC
• Gold rises as dollar, yields slip ahead of key US jobs data
  Reuters
• Oil Rises as Iran Tensions Overshadow Concern About Supply Glut
  Yahoo/Bloomberg
• Wall Street’s New Trade Is Dumping Stocks in AI’s Crosshairs
  Yahoo/Bloomberg
• US adds surprising 130,000 jobs last month yet revisions cut hundreds of thousands of jobs last year
  AP
• US household credit troubles ticked up at end of 2025, New York Fed says
  Reuters
• Property Play: Delinquencies in commercial mortgage-backed securities are on the rise. Here’s what’s happening
  CNBC
• Hyperscaler spending to hit over $600 billion
  Axios
• The AI boom belongs to capital, not workers
  Axios
• Retail inflows into software stocks hit record despite AI-disruption worries
  Reuters
• Analysis-Software selloff is disrupting some M&A and IPO deals, US bankers say
  Yahoo/Reuters
• Bond buyers beware - fiscal slippage is everywhere
  Reuters
• Trump Privately Weighs Quitting USMCA Trade Pact He Negotiated
  Yahoo/Bloomberg
• China consumer inflation rises less than expected in January as producer price deflation persists
  CNBC
• AI Threatens the Finance Industry's Perpetual Profit Machine
  Bloomberg
• Will Bessent or Warsh Be the Scapegoat If the Dollar Falls?
  Bloomberg
• The Insurance Crisis Is About to Get Even Worse
  Bloomberg
• Unemployment Rate in Focus as Fed Considers When to Restart Rate Cuts
  NYT
• What Executives Are Saying About the ‘K-Shaped’ Economy
  NYT
• How Fake Invoices Duped BlackRock Unit Into a $400 Million Loan
  WSJ
• U.K. Government Bonds Enter Period of Political Risk
  WSJ
• Reserve Bank of Australia Will Do Whatever It Takes to Lower Inflation, Deputy Gov Says
  WSJ

Evening

• Stock futures tick higher as traders await delayed January jobs report: Live updates
  CNBC
• Wall Street’s New Trade Is Dumping Any Stock in AI’s Crosshairs
  Bloomberg
• China’s Years-Long Retreat From US Treasuries Flags Bigger Risks
  Bloomberg
• AI Threat Widens to Financial Sector
  WSJ
• US brokerage shares slide in latest sell-off driven by new AI tool
  FT

Tuesday, February 10, 2026

Afternoon

• S&P 500 ticks lower after disappointing retail sales data; financial stocks drop: Live updates
  CNBC
• US Bonds Surge as Weak Retail Sales Boost Fed Rate-Cut Bets
  Yahoo/Bloomberg
• Exclusive: Trump says he might send second carrier to strike Iran if talks fail
  Axios
• Annual governors’ gathering with White House unraveling after Trump excludes Democrats
  AP
• States beg Canadians to return as Trump antagonizes America's neighbor
  Axios
• US Consumer Delinquencies Jump to Highest in Almost a Decade
  Bloomberg
• Wealth Manager Stocks Sink as Investors Flee AI’s Next Casualty
  Bloomberg
• US Stock Turnover Tops $1 Trillion a Day Amid Trading Surge
  Bloomberg
• New Iran Deal Distant Prospect as US Talks Drag, Airstrikes Loom
  Bloomberg
• Fed’s Logan Says Cooling Inflation Not Enough for More Rate Cuts
  Bloomberg
• Fed’s Hammack Says Rates Could Be on Hold for ‘Some Time’
  Bloomberg
• Ares CEO Calls AI, Private Credit Fears ‘Odd’ and ‘Frustrating’
  Bloomberg
• Fears Flare in Brazil as Deep Downgrade Rattles the Bond Market
  Bloomberg
• Bankers Pitching EM Debt Swaps Hit a Wall in a Once-Hot Market
  Bloomberg
• Fed’s Interest-Rate Stance Well-Positioned, Dallas Fed President Says
  WSJ
• Bitcoin-Backed Bond Sale Hit by Crypto Turbulence
  WSJ
• What Is the Gordie Howe Bridge? And Why Is Trump Threatening to Keep It Shut?
  WSJ
• Wall Street’s anything-but-tech trade shakes up US stock market
  FT
• Trump threatens to block opening of new border bridge with Canada
  FT

General

• Stocks tick higher as Dow reaches new record: Live updates
  CNBC
• Oil Steadies as Traders Focus on Supply Risks in Middle East
  Yahoo/Bloomberg
• Retail sales unchanged in December from November, closing out year on a lackluster tone
  AP
• US retail sales unexpectedly flat in December
  Yahoo/Reuters
• AI infighting hits a boiling point
  Axios
• L.A. and Long Beach are among the least affordable cities in the world for homebuyers
  Yahoo/LAT
• Trump set to gut U.S. climate change policy and environmental regulations: White House official
  AP
• Senior Chinese official calls for 'resolutely' cracking down on 'Taiwan independence' separatists
  Reuters
• Memory Chip Crunch Ripples Through Markets, With Worse to Come
  Yahoo/Bloomberg
• US Small-Business Optimism Eases on Economic Expectations
  Bloomberg
• The Fed Is Heading for an F on a $7 Trillion Test
  Bloomberg
• Yuan Strongest Since 2023 as Dollar Wobbles on Treasuries Report
  Bloomberg
• Miran Says Fed Policymakers Should Use Balance Sheet in Crisis
  Bloomberg
• Billionaires Fleeing California Wealth Tax Snap Up Miami Mansions
  Bloomberg
• China’s Bond Futures Positions Hit Record as Bullish Bets Surge
  Bloomberg
• Inside OpenAI’s Decision to Kill the AI Model That People Loved Too Much
  WSJ
• Healthcare Is Propping Up the Job Market
  WSJ
• Trump to Repeal Landmark Climate Finding in Huge Regulatory Rollback
  WSJ
• Will software eat the creditors?
  FT
• Investors sour on listed credit funds over AI hit to software sector
  FT
• Dealogic and Mergermarket owner’s bonds hit by AI fears
  FT
• Trump plans to spare Amazon, Google and Microsoft from next wave of chip tariffs
  FT
• What fast food’s downturn says about the US economy
  FT
• Polymarket, squared
  FT
• Greenland ice melt opens sea routes for critical minerals
  FT
• China steps up dangerous air encounters near Taiwan
  FT
• EU seeks ban on Russian crypto assets to curb sanctions evasion
  FT
• Russian army casualties in Ukraine surge
  FT

Monday, February 9, 2026

Evening

• Stock futures are little changed after Dow hits new record: Live updates
  CNBC
• Trump Says Fed Pick Warsh Can Get US Economy to Hit 15% Growth
  Yahoo/Bloomberg
• Alphabet calls out new AI-related risks, as it taps debt market to fund buildout
  CNBC
• Deep Freeze More Than Doubled Power Costs on Biggest US Grid
  Yahoo/Bloomberg
• Trump's tariffs cost American households $1,000 last year: Research group
  ABC
• Insurance Broker Stocks Sink as AI App Sparks Disruption Fears
  Bloomberg
• Fed’s Waller Says Trump-Induced Crypto Euphoria May Be Fading
  Bloomberg
• BOE’s Mann Says China Is Raising Export Prices Due to US Tariffs
  Bloomberg
• Carlyle’s Currie Says Oil, Metals Markets Are ‘Underinvested’
  Bloomberg
• US plans Big Tech carve-out from next wave of chip tariffs
  FT
• Cuba runs out of jet fuel as Donald Trump squeezes oil supplies
  FT

Afternoon

• S&P 500 rises, led by tech; Dow climbs to fresh record: Live updates
  CNBC
• Alphabet Set to Raise $20 Billion From US Dollar Bond Sale
  Yahoo/Bloomberg
• Factbox-Mega IPOs loom as Wall Street anticipates breakout year for listings
  Yahoo/Reuters
• Warsh Will Face Challenges Shrinking Fed’s Portfolio, Citi Says
  Bloomberg
• Alphabet’s Dollar Bond Sale Draws Over $100 Billion of Demand
  Bloomberg
• King Dollar Risks Losing Its Crown to an Asian Mutiny
  Bloomberg
• US Tells American Ships to Keep Away From Iran Amid Tensions
  Bloomberg
• A.I. Blitzes the Big Game
  NYT
• Proposed Ban on Investors in the Housing Market Hits a Wall in Congress
  WSJ

General

• Dow retreats after passing 50,000 mark as traders brace for jobs, inflation data this week: Live updates
  CNBC
• Asia stocks rally as Nikkei jumps, chip sector rebounds
  Reuters
• Gold Advances Above $5,000 as Dip-Buyers Return to Choppy Market
  Reuters
• Japan Stocks Hit New Highs as Takaichi Win Fuels Spending Hopes
  Yahoo/Bloomberg
• Oil Drops as Easing Middle Eastern Tensions Reduce Supply Risks
  Yahoo/Bloomberg
• Private credit worries resurface in $3 trillion market as AI pressures software firms
  CNBC
• Goldman Traders Warn Stock Selling Isn’t Over in Choppy Market
  Yahoo/Bloomberg
• Sam Altman touts ChatGPT’s reaccelerating growth to employees as OpenAI closes in on $100 billion funding
  CNBC
• Alphabet Looks to Raise About $15 Billion From US Bond Sale
  Yahoo/Bloomberg
• Crypto's Super Bowl Moment Shrinks to Single Coinbase Ad
  Yahoo Finance
• U.S. homeowners are staying put for the longest time since 2000
  Axios
• China Is Pumping Cash to Fill a $456 Billion Liquidity Shortfall
  Yahoo/Bloomberg
• Taiwan says 40% shift of chip capacity to US is 'impossible'
  Reuters
• Hong Kong Sentences Jimmy Lai to 20 Years in Landmark Case
  Yahoo/Bloomberg
• Goldman Says Hedge Funds Add Record Shorts on US Stocks in Rout
  Bloomberg
• CLO Deals Are Booming Even When the Math Says They Shouldn’t
  Bloomberg
• Apollo Sets Lending Record in Push to Rival Wall Street
  Bloomberg
• Bitcoin’s Recovery Rings Hollow as Derivatives Stay Bearish
  Bloomberg
• NYC Private School Tuition Breaks $70,000 Milestone for Fall
  Bloomberg
• Brazil Tapping Global Debt Markets After Busiest Year in Decades
  Bloomberg
• China Interbank Borrowing Spree Signals Rising Leverage in Bonds
  Bloomberg
• Climate Risk Threatens Credit Ratings for Dozens of Countries
  Bloomberg
• Why Inflation May Be About to Come in Hot
  WSJ
• Stocks’ Sharp Rebound Is Only Making Investors More Nervous
  WSJ
• Immigration Raids in South Texas Are Starting to Hit the Economy
  WSJ
• Hong Kong’s Jimmy Lai Given 20-Year Sentence, Adding Friction to U.S.-China Ties
  WSJ
• Here comes the great American bitcoin-mining-to-AI pivot
  FT
• ‘It feels like a betrayal.’ Germany’s painful estrangement from the US
  FT
• Keir Starmer faces crunch week in battle to hold on to power
  FT

Sunday, February 8, 2026

Evening

• Stock futures tick higher as Wall Street awaits closely watched jobs, inflation reports: Live updates
  CNBC
• Warsh Call for Fed-Treasury Accord Stirs Debate in $30 Trillion Bond Market
  Yahoo/Bloomberg
• Goldman Traders Warn Stock Selling Isn’t Over in Choppy Market
  Yahoo/Bloomberg
• Bessent sees ‘unruly’ Chinese trading behind gold price swings
  Yahoo/Bloomberg
• Yen Fluctuates as Japan’s Takaichi Set for Landslide Vote Win
  Bloomberg
• Bessent Suggests Warsh Nomination Hearings Alongside DOJ Probe
  Bloomberg
• Cheap Private Loans Backfire on Rookie Home Flippers
  Bloomberg

General

• Japan markets set for renewed 'Takaichi trade' after landslide election win
  Reuters
• Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly
  Yahoo/Bloomberg
• AI Fear Grips Wall Street as a New Stock Market Reality Sets In
  Yahoo/Bloomberg
• "Everything is gambling now": How betting is taking over America
  Axios
• Japanese Prime Minister Takaichi’s ruling LDP seen winning outright majority in snap election: NHK
  CNBC
• Iran’s top diplomat strikes a hard line on US talks, saying Tehran’s power comes from saying ‘no’
  AP
• Wild Stock Swings Keep Favorite Wall Street Option Trade Humming
  Bloomberg
• How Japan’s Leader Wants to Shape the Economy
  NYT
• Japan’s Takaichi Scores Landslide Win in Election Gamble
  WSJ
• This Is Why It’s So Hard to Find a Job Right Now
  WSJ
• One Generation Runs the Country. The Next Cashed In on Crypto.
  WSJ
• Iran Threatens Missile Attacks, Hoping Trump Sees Strength Not Weakness
  WSJ
• Economists reject Kevin Warsh’s claim that AI boom will enable rate cuts
  FT
• No easy end to easy money
  FT