Daily News Links

8490 posts

Saturday, November 8, 2025

General

• Trump clings to filibuster demand as shutdown drags on
  Politico
• What to know about the flight cancellations at US airports caused by the government shutdown
  AP
• Republicans swat down Democratic offer to end shutdown as impasse continues into 38th day
  AP
• Trump scrambles for minerals to break dependence on China
  Axios
• Trump Orders DOJ to Probe Meatpackers as Beef Prices Soar
  Yahoo/Bloomberg
• Trump says no US government official will attend G20 summit in South Africa
  Reuters
• Britain faces worst decade of growth in a century
  Yahoo/Telegraph
• How Affordability Became the Year’s Defining Political Issue
  Bloomberg
• What Will Trump Buy Next? Hunt Is On for White House Stock Picks
  Bloomberg
• Debt Has Entered the A.I. Boom
  NYT
• A.I. Isn’t the Only Thing Pushing Up Electricity Bills. (But It’s Mostly A.I.)
  NYT
• The Week the AI Boom Got a Reality Check on Wall Street
  WSJ
• ‘A perfect storm’: how New York’s affordability crisis reshaped its politics
  FT
• BlackRock to wind down fund that invested in failed car lender Tricolor
  FT
• Non-bank lenders may be fair-weather friends
  FT
• Corporate America posts best earnings in 4 years despite tariffs
  FT
• The AI boom comes to America’s loneliest place
  FT

Friday, November 7, 2025

General

• Stocks fall Friday with tech shares weak again, Nasdaq headed for big weekly loss: Live updates
  CNBC
• Stocks Face ‘Critical Tipping Point’ as Key Thresholds Tested
  Yahoo/Bloomberg
• Travelers face cancellations and frustration as the FAA orders flight cuts due to the shutdown
  AP
• Impact of US government shutdown far worse than expected, White House adviser says
  Reuters
• ‘No hire’ job market leaves unemployed in limbo as threats to economy multiply
  AP
• How New US Tariff Doubts Will Play Out Among Trade Partners
  Yahoo/Bloomberg
• US to block Nvidia's sale of scaled-down AI chips to China, The Information reports
  Yahoo/Reuters
• Fed’s December Rate Decision Won’t Come Easy, Even if Shutdown Ends Soon
  Yahoo/Bloomberg
• Fed's Williams: Fed may soon need to expand balance sheet for liquidity needs
  Yahoo/Reuters
• Fed’s Jefferson supported last week’s rate cut, but wants to move slowly on further cuts
  Yahoo Finance
• The affordability crisis, once Biden's, is now Trump's
  Axios
• China’s exports unexpectedly contract in October as shipments to U.S. drop 25%
  CNBC
• Japan PM Takaichi fills panel posts with advocates of big spending
  Yahoo/Reuters
• China seeks to project power far beyond its coast with the new Fujian aircraft carrier
  AP
• "Against humanity": World leaders slam Trump at COP30 climate summit
  Axios
• Jefferson Says Fed Should Proceed Slowly as It Nears Neutral
  Bloomberg
• Fed’s Williams Says Bank Reserves Close to Key ‘Ample’ Level
  Bloomberg
• US Shutdown Compounds Worst Year for Currency Trading Since 2005
  Bloomberg
• Japan’s PM Takaichi Says Nation’s Economic Policy Has Changed
  Bloomberg
• Ukraine Says Drones Hit Petrochemical Plant in Russia’s Urals
  Bloomberg
• The Fed’s Recent Rate Decisions Have Been Divisive. It Is Likely to Get Worse.
  NYT
• Lawsuits Blame ChatGPT for Suicides and Harmful Delusions
  NYT
• China Suspends Some Export Controls on Critical Minerals but Retains Others
  NYT
• Fed’s Williams Expects Central Bank to Return to Asset Purchases Soon
  WSJ
• OpenAI CEO Says U.S. Shouldn’t Bail Out AI Companies
  WSJ
• How the Lowly Soybean Got Trapped in the Crossfire of the U.S.-China Trade Wars
  WSJ
• Tett: Beware the three Ls: leverage, liquidity and lunacy
  FT
• Why American-style polarisation is spreading across the west
  FT

Evening

• Stock futures edge higher after key AI stocks dive on valuation fears: Live updates
  CNBC
• Wall Street ends lower on tech valuations, economic jitters
  Reuters
• Travelers brace for chaos as US government shutdown threatens holiday flights
  AP
• Judge orders White House to pay full SNAP benefits by Friday
  Axios
• Trump AI czar Sacks says ‘no federal bailout for AI’ after OpenAI CFO’s comments
  CNBC
• China’s key weapons in its AI battle with the U.S. — massive Huawei chip clusters and cheap energy
  CNBC
• National Retail Federation forecasts first $1 trillion holiday season
  Axios
• DoubleLine’s Cohen Sounds the Alarm on AI-Debt Funding Frenzy
  Bloomberg
• Altman Says OpenAI Doesn’t Want a Government Bailout for AI
  Bloomberg
• First Brands Says It Needs $600 Million or ‘It’s Game Over’
  Bloomberg
• US Initial Jobless Claims Rose Last Week, State Data Suggest
  Bloomberg
• US money market at risk of fresh bout of stress, Wall Street banks say
  FT
• Sam Altman says OpenAI is not ‘trying to become too big to fail’
  FT

Thursday, November 6, 2025

Afternoon

• Dow drops 400 points as AI stocks resume their decline, Nasdaq falls 1.8%: Live updates
  CNBC
• Most major US airports are among 40 targeted for shutdown flight cuts
  AP
• What to know about 10% reduction in flights at U.S. airports caused by the government shutdown
  AP
• OpenAI seeks US government backing to fund $1tn expansion
  Yahoo/Telegraph
• More than half of hedge funds invested in crypto, global survey says
  Yahoo/Reuters
• Fed’s Hammack Says Inflation a Bigger Concern than Labor Market
  Bloomberg
• Private Credit Titans Defend Track Record as Earnings Land Soft
  Bloomberg
• US Companies to Boost Their Borrowing in 2026, Wells Fargo Says
  Bloomberg
• Brazil Tapping Debt Markets in Busiest Spree Since 2010
  Bloomberg
• Inflation-Protected Bonds Fail a Key Test: They Don’t Help When Inflation Is High
  WSJ
• Who’s right about AI: economists or technologists?
  FT
• UBS to liquidate funds with substantial First Brands exposure
  FT

General

• Stocks are steady as traders eye AI trade, Supreme Court on tariffs: Live updates
  CNBC
• Shutdown progress in doubt as Democrats grow emboldened from election wins
  AP
• Supreme Court's 'major questions' doctrine looms over fate of Trump's tariffs
  Reuters
• Trump has other tariff options if the Supreme Court strikes down his worldwide import taxes
  AP
• Job cuts in October hit highest level for the month in 22 years, Challenger says
  CNBC
• Why the AI executives are mad at their investors
  Axios
• Household debt hits record $18.6T as delinquencies remain elevated
  The Hill
• Mamdani’s ‘Trump-Proofing NYC’ Campaign Sets Up Fight With White House
  Yahoo/Bloomberg
• Bank of England holds rates in knife-edge vote that hints at December cut
  Reuters
• Russia's Volgograd oil refinery halts operations after Ukrainian drone attack, sources say
  Reuters
• The Fed’s New Patience Recognizes Reality
  Bloomberg
• UBS Boss Is Right on Private Credit Rating Risks
  Bloomberg
• The AI Bubble Has Sucked in France and Germany, Too
  Bloomberg
• Ukraine Claims Drone Attack at Lukoil Oil Refinery in Russia
  Bloomberg
• What a Rough Day in Court Means for Trump’s Tariffs
  NYT
• U.S. to Reduce Flight Traffic by 10% at 40 Airports Because of Shutdown
  WSJ
• A Justice-by-Justice Breakdown on Trump’s Tariffs
  WSJ
• Employers Cut More Than a Million Jobs This Year
  WSJ
• Economic Anger Once Again Punishes the Party in Power
  WSJ
• AI Is Accelerating Tech Giants’ Dominance of the Ad Market
  WSJ
• Trump’s Tariffs Are a Massive Money Grab. That’s Why They Are in Trouble.
  WSJ
• Trump Expresses Reservations Over Strikes in Venezuela to Top Aides
  WSJ
• Utah’s First Brands whale even leased the office furniture
  FT
• US adds ‘poison pills’ to Asia trade pacts to counter China
  FT
• Leverage creeps into gilts market as insurers seek to boost returns
  FT
• Life insurer Brighthouse agrees to $4.1bn takeover by Aquarian
  FT
• China borrows as cheaply as US in dollar bond market
  FT

Wednesday, November 5, 2025

Evening

• FAA reducing air traffic by 10% across 40 ‘high-volume’ markets during government shutdown
  AP
• 40 airports to cut flights by 10% if shutdown continues, FAA says
  Axios
• Conservative Supreme Court justices appear skeptical of Trump’s sweeping unilateral tariffs
  AP
• Election results' message: Americans want things cheaper
  Axios
• What’s really concerning Republicans after Tuesday’s romp
  Politico
• Nvidia's Jensen Huang: 'China is going to win the AI race,' FT reports
  Yahoo/Reuters
• President Donald Trump, in Miami, brags about the economy despite an election-night rebuke
  AP
• On the frontline of America’s car repossession boom
  Telegraph
• Putin orders nuclear testing preparations after Trump's surprise shift
  Axios
• EQT Chief Warns Private Equity’s Pursuit of Retail Cash Is Risky
  Bloomberg
• Dollar Faces Risk of 2000s’ Boom-and-Bust 40% Decline, RBC Warns
  Bloomberg
• Vanke Is Reigniting the Debate China Wants to Bury
  Bloomberg
• Trump’s Tough Day at Supreme Court Puts Tariffs in Jeopardy
  WSJ
• The Lessons of Ukraine’s Drone Warfare
  WSJ
• Supreme Court appears sceptical of legal basis for Trump tariffs
  FT
• Nvidia’s Jensen Huang says China ‘will win’ AI race with US
  FT
• Putin says Russia may start nuclear weapons tests in response to Trump
  FT

Afternoon

• Dow rises after AI trade recovers, Supreme Court shows doubt on Trump tariffs: Live updates
  CNBC
• Conservative Supreme Court justices appear skeptical of Trump’s sweeping unilateral tariffs
  AP
• US household debt up modestly in third quarter, New York Fed says
  Yahoo/Reuters
• Americans' household debt hits new record high, according to report
  Yahoo/ABC
• Fed's Miran continues to press for rate cuts in Yahoo Finance interview
  Yahoo/Reuters
• Most Supreme Court Justices Are Skeptical of Trump’s Tariffs
  Bloomberg
• US Services Activity Expands at Fastest Pace in Eight Months
  Bloomberg
• US Consumer Delinquencies Climb as More Student Debt Goes Unpaid
  Bloomberg
• Putin Warns Russia May Commence Nuclear Tests After Trump Threat
  Bloomberg
• U.S. Services-Sector Activity Accelerates at Fastest Pace Since February
  WSJ
• The Market Just Wobbled. Will It Fall Down?
  WSJ
• The Economics Behind Zohran Mamdani’s Biggest Plans
  WSJ

General

• Stocks are little changed, but AMD and some other tech stocks remain under pressure: Live updates
  CNBC
• Futuristic quantum computing stocks take speculators on roller-coaster ride
  Reuters
• World Economic Forum chief warns of three possible 'bubbles' in global economy
  Reuters
• Private payrolls rose 42,000 in October, more than expected and countering labor market fears, ADP says
  CNBC
• Supreme Court weighs legality of tariffs in major test of Trump's power
  Reuters
• Voters prioritize the economy above immigration and crime in Election 2025, AP Voter Poll finds
  AP
• Zohran Mamdani wins NYC mayor’s race, capping a stunning ascent
  AP
• Democrats Score Biggest Wins Since Trump Returned as 2026 Looms
  Yahoo/Bloomberg
• How new Virginia, New Jersey governors will deal with energy
  Axios
• ‘Casino-Like’ Market Powers Robinhood to 450% Gain in Trump Era
  Yahoo/Bloomberg
• China Services Gauge Extends Growth Streak Even as Economy Slows
  Yahoo/Bloomberg
• America's military might bears down on Venezuela
  Axios
• Wildfires, rising temperatures imperil northern hemisphere forests, UN says
  Reuters
• Longest Shutdown Tests Air Travel, Federal Workers and Patience
  Bloomberg
• Crypto Hit by Bitcoin Whales Dumping $45 Billion in Bets
  Bloomberg
• US to Keep Note, Bond Sales Steady for at Least Several Quarters
  Bloomberg
• Japan’s Nikkei Slumps Most Since April on Tech Valuation Worries
  Bloomberg
• Private Equity Must Sell More Assets — at Whatever Price
  Bloomberg
• Hedge Fund Wannabes Are Opting to Start With Just One Client
  Bloomberg
• Lawmakers See Hope for Ending Record-Setting Shutdown
  WSJ
• How China’s Chokehold on Drugs, Chips and More Threatens the U.S.
  WSJ
• Blackstone’s alternative narratives
  FT

Tuesday, November 4, 2025

Evening

• Dow futures rise slightly after losing session: Live updates
  CNBC
• Election live: NYC mayoral race, Virginia and New Jersey governor contests
  Reuters
• New York City voters choose their next mayor as Mamdani faces Cuomo in a generational battle
  AP
• Trump's closing argument: Tariff case is "life or death" for the U.S.
  Axios
• Government data blackout is fueling the Fed's rate cut rift
  Axios
• Cash-strapped Americans signal rising costs could be Trump's midterm headache
  Axios
• Trump Aides Raise Recession Fears, and Point Fingers at the Fed
  NYT
• New Pentagon Press Crew Is All In on Trump
  NYT
• How Much AI Spending Is Too Much? Investors are Starting to Wonder
  WSJ
• Canada Plans Wider Deficits to Jolt Economy
  WSJ
• The new nuclear arms race
  FT
• ‘Climate breakdown’: UN says world is heading for 2.8C temperature rise
  FT

Afternoon

• Stocks drop on rising fears about AI stock valuations, Palantir leads decline: Live updates
  CNBC
• Bitcoin Slips Below $100,000
  MSN
• Wall Street braces for NYC mayoral vote, while governor races give possible midterms view
  Yahoo/Reuters
• Trump’s strength, Democrats’ message and the shutdown effect. What to watch on Election Day 2025
  AP
• Talks to end the government shutdown intensify as federal closure is on track to become longest ever
  AP
• Transportation Secretary Sean Duffy warns of ‘mass chaos’ in skies if shutdown continues
  AP
• US Stocks Fall as Risk-Off Sentiment Returns to the Market
  Bloomberg
• Money-Market Stress Persists Ahead of Fed’s Portfolio Pivot
  Bloomberg

General

• S&P 500 slides 1% on Palantir decline, rising concerns about AI stock valuations: Live updates
  CNBC
• Bitcoin Slips Below $104K as Crypto Market Extends Losses
  Yahoo Finance
• Bitcoin Falls to Lowest Since June as Risk-Off Mood Hits Crypto
  Bloomberg
• Oil Tumbles Along With Equities as Market Weighs Glut Outlook
  Yahoo/Bloomberg
• Asia stocks retreat from record highs on profit taking; US dollar gains
  Reuters
• US government shutdown ties record, as congressional inaction takes toll
  Reuters
• Goldman, Morgan Stanley CEOs warn of pullback in global equity markets
  Reuters
• 5 things to watch as Supreme Court considers Trump’s tariffs
  The Hill
• What if Trump’s tariffs are illegal? It’s everybody’s problem.
  Politico
• Japan's factory activity falls at fastest pace in 19 months, PMI shows
  Reuters
• Ukraine attacks petrochemical plant in Bashkortostan with drones, Russia says
  Reuters
• The Fed’s Wait-and-See Approach to AI Can’t Last
  Bloomberg
• First Brands Owner Wants Examiner to Expand Probe to Funders
  Bloomberg
• Losses From Car Loan Fraud Soars Above Other Debt: Study
  Bloomberg
• Why ‘Payment-In-Kind’ Debt Is So Appealing — and Risky
  Bloomberg
• China Urges US to Avoid ‘Red Lines’ After Reaching Trade Truce
  Bloomberg
• Amazon Says Berkshire Utility Failing to Power Data Centers
  Bloomberg
• New World, Vanke Debt Moves Shake Up China’s Property Sector
  Bloomberg
• South Korea’s Lee Puts AI Center Stage in First Budget Speech
  Bloomberg
• China Started Separating Its Economy From the West Years Ago
  NYT
• Wall Street Intensifies Scrutiny of Fraud After Spate of Loan Losses
  WSJ
• First Brands’ New Management Accuses Founder Patrick James of Fraud
  WSJ
• What Happened When Small-Town America Became Data-Center, U.S.A.
  WSJ
• UBS chair warns of ‘looming systemic risk’ from private credit ratings
  FT
• Apollo shrugs off rate fears with surge in private credit loans
  FT
• How many ‘bragawatts’ have the hyperscalers announced so far?
  FT
• Private equity investor body sounds alarm over rush of retail money
  FT
• China offers tech giants cheap power to boost domestic AI chips
  FT

Evening

• Stock futures are down slightly after AI stocks start November off strong: Live updates
  CNBC
• House Dems and GOP float compromise plan to end shutdown
  Axios
• Loan demand from US mid- and large firms improves, Fed survey shows
  Reuters
• Divided Fed policymakers stake out positions ahead of December meeting
  Yahoo/Reuters
• Fed's Cook says she will serve American public despite efforts to fire her
  Yahoo/Reuters
• Alphabet Sells $25 Billion of Corporate Bonds in US, Europe
  Yahoo/Bloomberg
• Exclusive: Trump ousts watchdog of US housing regulator involved in mortgage probes of his foes, sources say
  Reuters
• Cryptocurrencies Slump as October Liquidations Repel Buyers
  Bloomberg
• The Tariff King and the Supreme Court
  WSJ
• Trump’s New World Order
  WSJ
• OpenAI strikes $38bn computing deal with Amazon
  FT
• The State of AI: is China about to win the race?
  FT
• US-China escalation is here to stay
  FT

Monday, November 3, 2025

Afternoon

• S&P 500 rises to start November, pushed higher by Amazon and other AI leaders: Live updates
  CNBC
• Trump Administration Says Food Aid Will Be Partially Funded
  Yahoo/Bloomberg
• Fed's Goolsbee, Cook, Daly join growing chorus of officials undecided on December rate cut
  Yahoo Finance
• Fed's Miran says policy too restrictive, Goolsbee says he's focused on inflation
  Yahoo/Reuters
• Sam Altman shuts down question about how OpenAI can commit to spending $1.4 trillion while earning billions: 'Enough'
  Yahoo/Business Insider
• US Manufacturing Shrinks for Eighth Month on Sluggish Demand
  Yahoo/Bloomberg
• Trump Officials Torpedoed Nvidia’s Push to Export AI Chips to China
  WSJ
• Embattled Fed Governor Lisa Cook Voices Support for Recent Rate Cut
  WSJ

General

• S&P 500 rises to start November trading: Live updates
  CNBC
• Government shutdown could become longest ever as Trump says he ‘won’t be extorted’ by Democrats
  AP
• "Most important case ever": Supreme Court to decide fate of Trump's tariffs
  Axios
• Trump says China, other countries can't have Nvidia's top AI chips
  Yahoo/Reuters
• Tariffs, TACOs, and dollars: global markets in a year of Trump 2.0
  Reuters
• Fed's Miran says he can't base policy stance on buoyant financial markets
  Reuters
• Fed’s Miran Repeats View Policy Remains Too Restrictive
  Yahoo/Bloomberg
• 5 takeaways from Trump’s ‘60 Minutes’ interview
  The Hill
• Euro zone manufacturing stagnates in October amid weak demand, PMI shows
  Reuters
• China’s factory activity slows down in October, missing expectations, private survey shows
  CNBC
• Asia's factories stumble as US tariffs hit order books
  Yahoo/Reuters
• Russia says its forces advance in embattled Ukrainian city of Pokrovsk
  Reuters
• The Shift to Shorter-Dated US Debt Is Only Getting Started
  Bloomberg
• Riskiest Consumer Borrower Ranks Swell as Personal Loans Surge
  Bloomberg
• Trump Says China Knows ‘Consequences’ of an Attack on Taiwan
  Bloomberg
• China Vanke Bonds Plunge After State-Owned Backer Tightens Loan Rules
  Bloomberg
• UK Sends Ukraine More Storm Shadow Missiles to Strike in Russia
  Bloomberg
• Supreme Court Confronts Trump and His Tariffs in Test of Presidential Power
  NYT
• Risky Loan From Housing-Bust Era Is Making a Comeback
  WSJ
• Don’t mess with the Fed
  FT
• Systematic credit is still small, but hot
  FT

Evening

• Stock futures are little changed to start November trading: Live updates
  CNBC
• Shutdown stalemate set to drag into sixth week as Trump pushes Republicans to change Senate rules
  AP
• Flight delays persist as government shutdown leads to air traffic controller shortages
  AP
• Trump Says Immigration Raid Efforts ‘Haven’t Gone Far Enough’
  Yahoo/Bloomberg
• Bessent says high US interest rates may have caused housing recession
  Yahoo/Reuters
• Trump says China’s Xi has assured him that he won’t take action on Taiwan during Republican’s term
  AP
• Democrats Urge Trump to Engage in Talks as Shutdown Closes In on Record
  WSJ

Sunday, November 2, 2025

General

• Fed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week
  Yahoo Finance
• AI Rally and Volatility Define Stock Run Since Trump’s Return
  Yahoo/Bloomberg
• Tariffs are Trump’s favorite foreign policy tool. The Supreme Court could change how he uses them
  AP
• In private credit, banks are ‘quietly preparing for some distress on the horizon’ by requiring ever-stricter legal terms for debt-ridden companies
  Yahoo/Fortune
• China has been an "unreliable partner", Bessent says
  Axios
• China to suspend some rare earth curbs, probes on US chip firms
  Yahoo/Bloomberg
• Australia's home prices surge by most in over two years in October
  Yahoo/Reuters
• The Ranks of Corporate Zombies Are Growing: Credit Weekly
  Bloomberg
• Investors Eye Quick-Twitch Quant Strategies to Handle Next Shock
  Bloomberg
• Troubled Nations Mount Comeback to Debt Markets Amid Yield Hunt
  Bloomberg
• China Hits Out at Japan’s Takaichi for Meeting Taiwan’s Lin
  Bloomberg
• Will Trump’s Tariff Deal Tilt the Playing Field Back Toward China?
  NYT
• Putin Brandishes Menacing Nuclear Weapons as Talks With U.S. Falter
  NYT
• China Is Filling Up Its Oil Reserves Fast
  WSJ
• Private capital zombie firms will pile up in next decade, says EQT chief
  FT
• US accused of ‘bully-boy’ tactics to sink climate deal
  FT