Daily News Links

8592 posts

Wednesday, December 24, 2025

General

• Stocks are little changed after S&P 500 posts record close: Live updates
  CNBC
• Gold Climbs Above $4,500 in Historic Rally for Precious Metals
  Yahoo/Bloomberg
• Dollar set for worst year since 2017, yen still in focus
  Reuters
• US applications fall again last week, remain at historically healthy level
  AP
• US Holds Off on New Chinese Chip Tariffs Amid Trump-Xi Truce
  Yahoo/Bloomberg
• As crypto and private credit hit the mainstream, investor risk seen multiplying
  Reuters
• Supreme Court Rejects Trump Use of National Guard in Chicago
  Yahoo/Bloomberg
• Why 2026 Is Poised to Be Another Rocky Year for Global Trade
  Yahoo/Bloomberg
• Trump admin bars 5 Europeans it says led drive to "censor" U.S. views online
  Axios
• EU, France, Germany slam US visa bans as 'censorship' row deepens
  Reuters
• EU warns of possible action after the US bars 5 Europeans accused of censorship
  AP
• Tricolor CEO Collected $30 Million in Year Before Alleged Fraud
  Bloomberg
• Japan and US Agree to Expedite $550 Billion Investment Projects
  Bloomberg
• Japan Budgeting for Bond Payments at 3% as Debt Servicing Soars
  Bloomberg
• China’s Military Buildup Makes US Vulnerable, Pentagon Report Says
  Bloomberg
• Chasing an Economic Boom, White House Dismisses Risks of A.I.
  NYT
• Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals
  NYT
• The Photos That Defined Business and the Economy in 2025
  NYT
• Student Loan Borrowers in Default Could See Wages Garnished in Early 2026
  NYT
• Whoever Trump Picks, the Next Fed Chair Won’t Be Independent
  WSJ
• AI Construction Costs Can Be an Accounting ‘Black Box’
  WSJ
• The U.S. Economy Keeps Powering Ahead, Defying Dire Predictions
  WSJ
• More Private-Equity Firms Plan to Sell Stakes to Raise Cash
  WSJ
• Inside the New Fast Track to a Presidential Pardon
  WSJ
• Zelensky Proposes Demilitarized Zone in Eastern Ukraine as Way to Peace
  WSJ
• US accuses China of unfair chip trade practices
  FT

Tuesday, December 23, 2025

General

• Stocks fall slightly after much stronger-than-expected GDP report: Live updatesates
  CNBC
• Copper Hits $12,000 for First Time as Tariff Trade Upends Market
  Yahoo/Bloomberg
• U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows
  CNBC
• Cautious shoppers step up spending to start holiday season
  AP
• France races to avoid US-style government shutdown after budget talks collapse
  AP
• Russia launches massive pre-Christmas air strikes on Ukraine
  Politico
• Christmas heat wave could break dozens of temperature records
  Axios
• AI Funding to Drive Record Year for Top-Rated Company Bond Sales
  Bloomberg
• Trump's Reordering of US Capital
  Bloomberg
• Portugal Home Prices Surge 18%, Biggest Jump Since Records Began
  Bloomberg
• China Vanke Cut to Selective Default by S&P After Bond Reprieve
  Bloomberg
• Once Wall Street’s High Flyer, Private Equity Loses Its Luster
  NYT
• China Delays Plans for Mass Production of Self-Driving Cars After Accident
  NYT
• U.S. Economy Posts Robust Growth in Third Quarter
  WSJ
• The AI Boom Is Making Real-Estate Investors Rich—and Exposing Them to Risk
  WSJ
• Car Payments Now Average More Than $750 a Month. Enter the 100-Month Car Loan.
  WSJ
• Trump Appointment of Greenland Envoy Draws Angry Response From Denmark
  WSJ
• China’s Sprint for Tech Dominance Can’t Hide an Economy Full of Holes
  WSJ
• AI debt boom pushes US corporate bond sales close to record
  FT
• Private credit firms pile into consumer debt as risk-taking mounts
  FT
• America’s risky bet on hydrocarbons might hurt it in the AI race
  FT
• ‘We have to have’ Greenland, says Donald Trump
  FT
• Panama Canal ports deal at risk after China’s Cosco demands majority stake
  FT

Evening

• Gold and Silver Hit All-Time Highs as Geopolitical Tensions Rise
  Yahoo/Bloomberg
• Stock Bulls Drive S&P 500 to the Brink of Record: Markets Wrap
  Yahoo/Bloomberg
• Saylor’s Strategy Raises Reserve, Pauses Bitcoin Purchases
  Yahoo/Bloomberg
• Fed's Miran says he will likely stay after term ends until his seat is filled
  Yahoo/Reuters
• Saks Mulls Bankruptcy Year After Raising Billions for Turnaround
  Yahoo/Bloomberg
• Trump to Host Defense Firms to Urge Less Spending on Buybacks
  Yahoo/Bloomberg
• Trump Announces New Class of Warship Named After Himself
  Yahoo/Bloomberg
• Trump halts offshore wind construction, citing "national security risks"
  Axios
• The Heritage Foundation Blows Up
  WSJ

Monday, December 22, 2025

General

• Stocks rise as traders look ahead to holiday-shortened week: Live updates
  CNBC
• Tech Stocks Rally as Gold, Copper Hit Records: Markets Wrap
  Yahoo/Bloomberg
• Gold and Silver Hit All-Time Highs as Geopolitical Tensions Rise
  Yahoo/Bloomberg
• Netflix Refinances Part of $59 Billion Loan for Warner Bros.
  Yahoo/Bloomberg
• Yen wallows near record lows on cautious BOJ stance despite intervention warnings
  Yahoo/Bloomberg
• Hassett says Supreme Court risks creating tariff refund problem
  Yahoo/Bloomberg
• Debt boom signals yuan's arrival as a funding currency
  Reuters
• China Says US Violating Law by Seizing Oil Tankers Off Venezuela
  Yahoo/Bloomberg
• No breakthrough after Ukraine talks in Miami
  Politico
• Vanke Averts Default as Bondholders Approve Longer Grace Period
  Bloomberg
• Gold Rises to Record High on Rate-Cut Bets and Venezuela Tension
  Bloomberg
• Japanese Bonds Extend Fall as Weak Yen Spurs Rate Hike Bets
  Bloomberg
• Japan Has ‘Free Hand’ for Bold Action in FX Market If Needed
  Bloomberg
• AI Data Center Gold Rush Driven by Thousands of Newcomers
  Bloomberg
• Retail Money Is Pouring Into Private Markets. What Could Go Wrong?
  Bloomberg
• The Economy Survived 2025, but Many Americans Are Reeling
  NYT
• Gold Rockets to Record High on U.S. Rate-Cut Hopes, Haven Demand
  WSJ
• Trump Appointment of Greenland Envoy Draws Angry Response From Denmark
  WSJ
• China Vanke’s Brewing Crisis Suggests Limited Property Easing to Come
  WSJ
• Japan official warns on yen’s ‘sudden’ weakness
  FT
• JPMorgan questioned Tricolor’s accounting a year before its collapse
  FT
• Trump’s new special envoy says Greenland should be part of US
  FT

Sunday, December 21, 2025

General

• Fed’s Hammack says there’s no need to change interest rates for months, WSJ reports
  CNBC/Reuters
• AI Boom Brings Flood of Debt to Ultrasafe Market: Credit Weekly
  Yahoo/Bloomberg
• How Oracle became a ‘poster child’ for AI bubble fears
  Yahoo Finance
• Power restored to most in San Francisco after massive outage
  AP
• These are Americans’ biggest priorities for the government in 2026, according to a new AP-NORC poll
  AP
• US intercepts another vessel near Venezuela, officials say
  Reuters
• US intelligence indicates Putin's war aims in Ukraine are unchanged
  Reuters
• US Is Said to Board Third Tanker Off Venezuela as Tensions Mount
  Bloomberg
• The Stock Market’s Wild 2025 Roller-Coaster Ride in Six Charts
  Bloomberg
• From A.I. to Tariffs, 14 Charts That Explain 2025
  NYT
• Fed’s Hammack Is Inflation-Wary and Prefers Holding Rates Steady Into the Spring
  WSJ
• The Fight Over the Next Fed Chair Is Spilling Out Across D.C. and Wall Street
  WSJ
• The Private-Credit Party Turns Ugly for Individual Investors
  WSJ
• Market upheavals drive biggest gains since 2008 for macro hedge funds
  FT
• Mortgage Rates Are Falling but Owners Still Won’t Sell
  WSJ

Saturday, December 20, 2025

General

• US existing home sales edge up in November as mortgage rates ease
  Reuters
• Government's Historic Role as Trusted Information Source is Under Threat
  MSN/WP
• Brazil's Lula warns US intervention in Venezuela could be catastrophic
  Reuters
• Russian strike on Odesa kills 8 as US hosts a Kremlin envoy for talks on peace plan
  AP
• Trump-Fueled Crypto Boom Fizzles in Brutal Year for Retail Traders
  Bloomberg
• Charting the Global Economy: ECB, UK, BOJ Diverge on Rate Moves
  Bloomberg
• Rubio Says US Can Support Japan While Working With China
  Bloomberg
• From A.I. to Tariffs, 14 Charts That Explain 2025
  NYT
• Strikes on Islamic State Pound a Foe the U.S. Once Thought Defeated
  WSJ
• Chart of the Week: America’s current account woes
  FT
• Australia’s biggest pension fund to cut global stocks allocation on AI concerns
  FT

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