Daily News Links

8490 posts

Saturday, November 1, 2025

General

• Uncertainty over federal food aid deepens as the shutdown fight reaches a crisis point
  AP
• Fed ‘Chorus’ Comes Out Against Latest Cut, Citing Inflation
  Yahoo/Bloomberg
• The rate cut skeptics' case
  Axios
• Trump Would Make Supreme Court History by Attending Tariffs Case
  Yahoo/Bloomberg
• Carney says he apologized to Trump over tariff advertisement
  Yahoo/Bloomberg
• Trump’s unusual tariff strategy puts America’s allies in a near-impossible situation
  Yahoo/CNN
• Ukraine says it hit a key fuel pipeline near Moscow that supplies Russian forces
  AP
• Fed Governor Defends Call for Big Rate Cuts
  NYT
• Trump’s Demands Throw Wrench Into Delicate Shutdown Talks
  WSJ
• BDO’s First Brands Audit Painted Healthy Picture Months Before Collapse
  WSJ
• The Trade War Couldn’t Change China’s Economy
  WSJ
• Fed officials’ opposition to rate cut signals growing challenge from hawks
  FT
• First Brands formally accused of ‘massive fraud’ by lenders
  FT
• Big Tech’s market dominance is becoming ever more extreme
  FT

Friday, October 31, 2025

General

• S&P 500 and Nasdaq rise after Apple, Amazon earnings beat: Live updates
  CNBC
• U.S. poised to strike military targets in Venezuela in escalation against Maduro regime
  Miami Herald
• Trump Weighing Strikes on Venezuelan Military Facilities
  MSN
• AI-Led Investments Are Driving US Economic Growth
  Yahoo/Bloomberg
• Deal between the US and China is undoing damage from a self-inflicted trade war
  AP
• Powell forced to stave off uprisings in markets and on his own Fed board as his term ends
  CNBC
• Kansas City Fed’s Schmid wanted to hold rates steady this week on inflation concerns
  Yahoo Finance
• Millions face ‘huge sticker shock’ when ACA open enrollment starts Nov. 1
  CNBC
• Xi and Carney, meeting in South Korea, try to rebuild China-Canada relations
  AP
• China manufacturing slump deepens to 6-month low in October, as PMI misses estimates
  CNBC
• Analysis-BOJ locks in near-term rate hike, yen may sway timing
  Yahoo/Reuters
• Taiwan does not want China's 'one country, two systems', president says
  Reuters
• Here’s How US, China Statements Compared After Xi-Trump Summit
  Bloomberg
• Trump Touts Rare-Earth Win in Talks That Showed Xi’s Strong Hand
  Bloomberg
• Hedge Funds Are Betting Yen Will Slide to 160 by Year’s End
  Bloomberg
• Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough
  WSJ
• The Long Road to a U.S.-China Trade Pact
  WSJ
• More Home Purchases Are Falling Through in an Uncertain Economy
  WSJ
• Japan Economy Shows Some Strength as Markets Weigh BOJ Hike
  WSJ
• The AI bubble has reached its ‘fried chicken’ phase
  FT
• Fed eases debt concerns with plan to end QT and buy more bonds
  FT
• Why I love the IMF global financial stability report
  FT
• Donald Trump-Vladimir Putin Budapest summit axed following Moscow memo
  FT

Thursday, October 30, 2025

Evening

• Stock futures rise after upbeat tech earnings: Live updates
  CNBC
• Gold Pushes Higher as Market Digests Outcome of Xi-Trump Meeting
  Yahoo/Bloomberg
• Trump-Xi Truce Buys Time as Both Seek Leverage in Bigger Fight
  Yahoo/Bloomberg
• Trump Says Nvidia Chip Talks With Xi Didn’t Cover Blackwell
  Yahoo/Bloomberg
• Powell comments about future rate cuts reflect growing division within the Fed
  Axios
• Analysis-China signals sharper pivot to consumption as imbalances worsen
  Yahoo Finance
• Traders Go All In on Fed Funds Spread as Liquidity Concerns Build
  Bloomberg
• Meta Defies AI Spending Gloom With Its Record-Breaking Bond Sale
  Bloomberg
• Meta’s Jumbo Bond Sale Draws Record $125 Billion of Orders
  Bloomberg
• BlackRock Ensnared by Loans Tied to Firms Accused of Fraud
  Bloomberg
• Private Credit Enters the Equity Business as Borrowers Struggle
  Bloomberg
• US Initial Jobless Claims Fell Last Week, State Data Suggest
  Bloomberg
• China Tariff Probe to Continue Despite Trump-Xi Deal, Greer Says
  Bloomberg
• Fed’s Bowman Moves to Reduce Bank-Supervision Unit By About 30%
  Bloomberg
• This Fed Dissent Looks Tame Compared With What’s to Come
  Bloomberg
• Trump’s Vow to Resume Nuclear Tests Leaves Experts Puzzled
  WSJ
• Lessons From Trump’s China Trade War
  WSJ
• Xi-Trump summit underlines China’s growing confidence as a US peer
  FT
• Federal Reserve plans to shrink board of top banking supervisor
  FT

General

• Stocks slide as Meta and Microsoft fall after earnings: Live updates
  CNBC
• Gold Pushes Higher as Market Digests Outcome of Xi-Trump Meeting
  Yahoo/Bloomberg
• Powell’s December Warning Exposes Hardening Divisions at Fed
  Yahoo/Bloomberg
• Trade takeaways from Trump’s meeting with Chinese leader Xi
  AP
• Despite expectations, Trump did not discuss Nvidia's Blackwell chip with Xi
  Reuters
• Republican lawmaker says don't give China Nvidia's Blackwell chip
  Yahoo/Reuters
• Meta, Microsoft Test Investors’ Patience With AI Spending Spree
  Yahoo/Bloomberg
• The AI boom isn't going anywhere
  Axios
• US Treasury's Bessent says Fed's language shows they are 'stuck in the past'
  Yahoo/Reuters
• Bank of Japan holds rates in first meeting after Takaichi’s ascent to prime minister
  CNBC
• South Korea releases details of trade deal struck with the US
  Reuters
• U.S. will start testing nuclear bombs after three-decade hiatus, Trump says
  Axios
• Trump Orders Nuclear Weapons Trials After Russia Tests
  Yahoo/Bloomberg
• Europe’s economy shows modest growth of 0.2%, held back by laggard Germany
  AP
• Trump-Xi Truce Buys Time as Both Seek Leverage in Broader Fight
  Bloomberg
• Meta Looks to Raise at Least $25 Billion From Bond Sale
  Bloomberg
• Central Banks Step Up Gold Purchases Despite Record-High Price
  Bloomberg
• BOJ Policy Hold Shows Caution Under Takaichi, Analysts Say
  Bloomberg
• China Vanke Reports $2.3 Billion Loss Amid Sales Slowdown
  Bloomberg
• Trump and Xi, Hoping to Ease Trade War, Agree to 1-Year Truce
  NYT
• Fed Divisions Reveal New Caution Over Continued Cuts
  WSJ
• Donald Trump leaves South Korea after talks with China’s Xi Jinping
  FT
• Big Tech tests investors’ patience with $80bn AI investment spree
  FT

Wednesday, October 29, 2025

Evening

• Stock futures move lower after tech earnings put focus back on AI trade: Live updates
  CNBC
• Meta shares drop 9% despite earnings beat as company takes one-time tax charge
  CNBC
• Federal Reserve cuts key rate yet Powell says future reductions are not locked in
  AP
• Fed winding down balance sheet contraction amid tightening money markets
  Yahoo/Reuters
• US, South Korea Finalize Trade Deal After Months of Talks
  Yahoo/Bloomberg
• ‘Window shopping’ opens for 2026 Affordable Care Act plans
  The Hill
• As Trump Weighs Sale of Advanced A.I. Chips to China, Critics Sound Alarm
  NYT
• Microsoft Increases Investments Amid A.I. Race
  NYT
• Future Fed Rate Cuts ‘Far’ From Certain After Divided Meeting
  WSJ
• The Federal Reserve Is ‘Driving in a Fog’
  WSJ
• Senate Talks Pick Up as Shutdown Pain Increases
  WSJ
• Microsoft to Double Data Center Footprint in Two Years
  WSJ
• How China Enables Russia’s Military
  WSJ
• Federal Reserve trims US interest rates by quarter point but casts doubt on December cut
  FT

Afternoon

• Stocks maintain gains after Fed cuts rates as traders await Powell comments: Live updates
  CNBC
• Federal Reserve cuts key rate as government shutdown clouds economic outlook
  AP
• There were two Fed dissenters: Miran wanted a bigger cut and Schmid voted for no easing at all
  CNBC
• White House says deal to put TikTok under US ownership could be finalized in South Korea
  AP
• US Pending Home Sales Stall as Labor Market Concerns Build
  Yahoo/Bloomberg
• Shadow banking bubble risks global shock, warns credit rating agency
  Yahoo/Telegraph
• Bank of Canada signals likely end to rate cuts, but keeps options open
  Yahoo/Reuters
• Treasuries Fall After Fed Cuts Rates on Worries Over Job Hiring
  Bloomberg
• Trump, Xi Set to Formalize Trade Truce After Months of Chaos
  Bloomberg
• Oracle Bond Risk Jumps on Concerns Over AI Spending Spree
  Bloomberg
• Big Tech Faces Tough Questions Over the A.I. Spending Spree
  NYT

General

• S&P 500 rises as investors await Fed rate decision; Nvidia climbs: Live updates
  CNBC
• Missing government data unlikely to sway Federal Reserve from rate-cut path
  AP
• Fed 'in a fog' as it heads toward another rate cut
  Reuters
• Trump Expects Lower Fentanyl Tariff, Nvidia Talks With Xi
  Yahoo/Bloomberg
• Trump-Xi meeting looms over APEC conference in South Korea as free trade falters
  AP
• Tariffs to raise costs, delay oil and gas projects in 2026, report says
  Yahoo/Reuters
• Analysis-Tech spending plans will test stock market's AI trade
  Yahoo/Reuters
• Trump's team touts 'deal framework' with China. It's unclear what China will demand in return.
  Yahoo Finance
• The job market may be at a tipping point
  Axios
• Is the Fed’s Inflation Target Still 2%?
  Bloomberg
• Australian Treasurer Sounds Investor Alert as Global Risks Mount
  Bloomberg
• Bessent Calls on Japan to Give BOJ Space to Fight Inflation
  Bloomberg
• How Affluent Investors Are Using Options Math to Borrow on the Cheap
  Bloomberg
• Distressed Fund Seizes Control of One of America’s Largest Malls
  Bloomberg
• China Home Sales Slump to Deepen Despite Stimulus, Fitch Says
  Bloomberg
• Putin Says Russia Tested Nuclear-Powered Torpedo
  Bloomberg
• What to Watch at the Federal Reserve’s October Meeting
  NYT
• U.S. Manufacturing’s Mixed Picture in 4 Charts
  NYT
• After Demolishing the U.S.-China Relationship, Trump Is Rebuilding It His Way
  WSJ
• Trump, Xi to Discuss Lowering China Tariffs for Fentanyl Crackdown
  WSJ
• Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite
  WSJ
• Copper Prices in London Hit Record High on Supply Fears
  WSJ
• How U.S. Billionaires Stack Up With the Rest of the World
  WSJ
• Apple joins Microsoft and Nvidia in elite $4tn valuation club
  FT
• US workers hit by slowing income growth
  FT
• BNP Paribas hit by €190mn charge due to fraud case
  FT

Evening

• Stock futures were little changed as investors await Fed rate decision: Live updates
  CNBC
• US consumer confidence slips to six-month low; worries over job availability rising
  Reuters
• US Home Prices Post Weakest Gain in More Than Two Years
  Yahoo/Bloomberg
• South Korea trade deal appears elusive as Trump seeks $350B investment
  AP
• Nvidia CEO Downplays AI Bubble Fears as He Enlists New Partners
  Yahoo/Bloomberg
• Trump Uses Government-Investing Push to Boost Nuclear Industry
  Yahoo/Bloomberg
• Liquid Credit’s Wobbles Are Good for Private Lenders, Ares Says
  Yahoo/Bloomberg
• Exclusive: US military officials required to sign NDAs tied to Latin America mission, sources say
  Reuters
• Israel Orders Strikes on Gaza in Fresh Threat to Ceasefire
  Yahoo/Bloomberg
• Fed Seen Cutting Rates, But With No Added Signal
  Bloomberg
• Goldman Pauses $2.5 Billion Sevita Loan With Plan to Revise Sale
  Bloomberg
• JPMorgan Sees Fed Reviving 2019 Playbook to Ease Market Strains
  Bloomberg
• China Closing In on US as Leader in Global Science, Study Shows
  Bloomberg
• Senate Rebukes Trump on Brazil Tariffs
  WSJ
• Visa Sales Jump as Consumers Keep Spending
  WSJ
• Doug Ford: Why Ontario Ran the Reagan Ad
  WSJ

Tuesday, October 28, 2025

Afternoon

• S&P tops 6,900 for first time as investors bid up AI trade before Fed rate decision: Live updates
  CNBC
• Fresh Republican shutdown divisions erupt in private call
  Axios
• 4 ways federal shutdown pain will spread to millions more Americans
  Axios
• Layoffs mount at major employers amid tough labor market
  Yahoo Finance
• US, Japan leaders sign rare earths, nuclear power deal ahead of Trump-Xi meeting
  Yahoo/Reuters
• US launches strikes on 4 alleged drug-running boats in the eastern Pacific, killing 14
  AP
• Gaza ceasefire tested as Israel and Hamas exchange fire and blame
  AP

General

• Stocks are little changed after major U.S. indexes notch record highs: Live updates
  CNBC
• Private sector created nearly 15,000 jobs a week over the past month, preliminary ADP data shows
  CNBC
• Federal Reserve likely to cut key rate Wednesday and may signal another cut to follow
  AP
• Republicans flirt with hardball offer on ending shutdown
  Axios
• Trump slams Fed chair, eyes replacement in a few months
  Yahoo/Reuters
• Trump praises Japan's 'great' female leader in talks on trade, critical minerals
  Reuters
• The national redistricting wars enter a new phase
  Axios
• Hurricane Melissa, world's strongest storm of 2025, closes in on Jamaica
  Axios
• China pitches itself as alternate to US protectionism after signing expanded ASEAN free trade pact
  AP
• Ukraine’s long-range strikes cut Russia’s oil refining capacity by 20%, Zelenskyy says
  AP
• Putin says 'everything going to plan' with North Korea
  Reuters
• Hurricane Melissa is set to hit Jamaica as its strongest storm since records began
  AP
• The Fed Should Pause in Cutting Interest Rates
  Bloomberg
• Dudley: The Fed’s $6 Trillion Balance Sheet Is About Right
  Bloomberg
• US Signs $80 Billion Pact to Boost Nuclear Power in AI Drive
  Bloomberg
• China Analysts Expect US to Ease Export Curbs for Magnet Relief
  Bloomberg
• PBOC Governor Warns on Stablecoin Risks as Global Anxiety Builds
  Bloomberg
• Fed’s Policy Path Looks More Treacherous as Shutdown Delays Critical Data
  NYT
• The Fed’s $6.6 Trillion Test: When to End Its Portfolio Runoff
  WSJ
• Trump’s Big Tariff Task in Asia Is to Close the Deal
  WSJ
• Private Lenders Aren’t Out of the Doghouse Yet
  WSJ
• China Vows to Significantly Boost Household Consumption Rate
  WSJ
• BOJ Mulls Rate-Hike Timing Amid Tariff Impacts, Political Shift
  WSJ
• Federal Reserve nears end of QT amid signs of stress in money markets
  FT
• RIP US QT?
  FT
• Donald Trump and Sanae Takaichi promise ‘golden age’ for US-Japan alliance
  FT
• China calls for ‘extraordinary measures’ to achieve chip breakthroughs
  FT

Evening

• Stock futures are little changed after major U.S. indexes notch record highs: Live updates
  CNBC
• Flight delays soar as controllers miss first paycheck Tuesday
  Axios
• Analysis-As Trump-Xi trade talks near, investors turn to history as a guide
  Yahoo/Reuters
• Food banks brace for 42 million without SNAP
  Axios
• Federal food benefits and preschool aid to run dry starting Saturday if shutdown continues
  AP
• What to know about Trump's finalists to replace Powell as Fed chair
  Axios
• Here Are the Five Contenders to Replace Powell as Fed Chair
  Bloomberg
• Trump’s Japan Trip Fuels Bond Market Worries on Defense Spending
  Bloomberg
• Trump Sparks Korean Capital Flight With $350 Billion Demand
  Bloomberg
• Norinchukin Keeps Credit Buildup to Fix $266 Billion Portfolio
  Bloomberg
• Trapped Between U.S. and China, South Korea Feels Trade War’s Pressure
  NYT
• A Private-Credit Winter Is Coming
  WSJ
• The Good Vibes Are Back on Wall Street
  WSJ
• Xi Gives Trump a Taiwan Test
  WSJ
• Why China keeps winning the trade war
  FT
• US companies strike $80bn in mergers as Trump boosts dealmaking
  FT
• As Trump shuns Canada, Carney must mend fences and make his case in Asia
  FT

Monday, October 27, 2025

Afternoon

• S&P 500 rallies 1%, on pace for first close above 6,800 ever on potential China trade truce: Live updates
  CNBC
• Speaker Johnson says GOP working on Republican health care plan amid shutdown
  The Hill
• Fed expected to cut rates again, even as officials fly blind without data
  Yahoo Finance
• Factbox-US government shutdown: How it affects key economic data publishing
  Yahoo/Reuters
• Private Credit Risks ‘Inflated’ Ratings by Small Firms, BIS Says
  Bloomberg
• Step by Step, How China Seized Control of Critical Minerals
  NYT
• Trump Considers Fed Chair Selection by Year-End from Slate of Five Finalists
  WSJ
• Chicago Fed Estimate Sees Little Change in Unemployment This Month
  WSJ
• Private loan credit ratings may be ‘systematically’ inflated, warns BIS
  FT
• Russia presses ahead in Ukraine’s east
  FT

General

• Stocks rally on potential China trade truce: Live updates
  CNBC
• Argentina Bonds Surge After Milei Landslide Win
  Yahoo/Bloomberg
• Latest US-China Trade Truce Leaves Fundamental Issues Unresolved
  Yahoo/Bloomberg
• Here Are the Key US-China Issues to Watch in Trump-Xi Summit
  Yahoo/Bloomberg
• Trump Says He Won’t Resume Canada Trade Talks ‘For a While’
  Yahoo/Bloomberg
• Bessent lists five finalists for Fed chair job and Trump says decision coming before the end of the year
  CNBC
• Japan's $550 billion package focuses on U.S. infrastructure, Lutnick tells Nikkei
  Yahoo/Reuters
• More than 8,000 US flights delayed as air traffic control absences persist
  Reuters
• Ahead of Trump-Xi meeting, China says bombers flew near Taiwan
  Reuters
• Trump's trade war: Tariff deadlines and key upcoming events
  Reuters
• Exclusive: OpenAI sees chance to reindustrialize U.S.
  Axios
• Bird flu's comeback raises fears about readiness
  Axios
• Sidelined Russia flexes muscle with missile launch — and Trump is not impressed
  CNBC
• US Navy Helicopter and Fighter Jet in Separate South China Sea Crashes
  Yahoo/Bloomberg
• Russia downs 34 Ukrainian drones targeting Moscow
  Reuters
• US detains British commentator Sami Hamdi in middle of national speaking tour
  CNN
• China Asks US to Protect ‘Hard-Won’ Results Before Xi-Trump Meeting
  Bloomberg
• AI Bubble? The Real Danger Is Tight Credit Spreads
  Bloomberg
• US Firms Largely Avoid Price Hikes Despite Rising Costs, Survey Shows
  Bloomberg
• Blackstone and Apollo Court Small-Time Investors They Used to Snub
  Bloomberg
• South Korea's Housing Market Is a ‘Ticking Bomb,’ President Says
  Bloomberg
• Putin to Meet North Korea’s Foreign Minister as Military Ties Deepen
  Bloomberg
• Strains in Short-Term Markets Raise Urgency of Fed’s Balance Sheet Debate
  NYT
• Renters Have the Upper Hand. And They Are Probably Keeping It.
  WSJ
• German Business Sentiment Rebounds on Brighter Hopes for Economy
  WSJ
• US government debt burden on track to overtake Italy’s, IMF figures show
  FT
• Silicon Valley called — the 1990s are back
  FT
• Trump, Xi and the danger for Taiwan
  FT

Sunday, October 26, 2025

Evening

• Stock futures climb ahead of Big Tech earnings, widely expected Fed rate cut: Live updates
  CNBC
• US and China say a trade deal is drawing closer as Trump and Xi ready for a high-stakes meeting
  AP
• Flights to Los Angeles International Airport halted due to air traffic controller shortage
  AP
• Air traffic controller shortages to drag on, US transportation secretary says
  Reuters
• The economy is in uncharted territory
  Axios
• US, China Tee Up Sweeping Trade Deal for Trump, Xi to Finish
  Bloomberg
• Japan Deals With the Price of Playing to Trump: $550 Billion
  NYT
• Reagan vs. Trump on Tariffs
  WSJ
• Trump Says He Will Raise Tariffs on Canada by 10% Over Ontario Ad
  WSJ
• The Effort to Court Trump Abroad: Deals, Flattery and Jet Fighters
  WSJ
• Argentina’s Elections, Trump and the Peso
  WSJ
• It’s Not Just Rich Countries. Tech’s Trillion-Dollar Bet on AI Is Everywhere.
  WSJ
• Donald Trump and Xi Jinping meet for key trade talks
  FT
• Did Ronald Reagan ‘love tariffs’ as Trump claims?
  FT

General

• US and China agree on trade framework ahead of leaders' meeting
  Yahoo/Reuters
• Bessent says China to delay rare earths rules by a year, buy U.S. soybeans
  Yahoo/Reuters
• China to Make ‘Substantial’ US Soybean Purchases, Bessent Says
  Yahoo/Bloomberg
• Wall St Week Ahead Megacap-led earnings deluge, Fed meeting headline busy US markets week
  Reuters
• Big Tech earnings, a crucial Fed meeting, and a Trump-Xi sit-down: What to watch this week
  Yahoo Finance
• Trump threatens Canada with 10% extra import tax for not pulling down anti-tariffs ad sooner
  AP
• Russia tested new nuclear-powered Burevestnik cruise missile
  Reuters
• Market Fragility Tests Options Traders as Volatility Abates
  Bloomberg
• Trump’s Ballroom Fundraising Taps Cash from Crypto, Tech Allies
  Bloomberg
• The ‘Sleeper Issue’ at the Heart of Trump’s Trade War on China
  NYT
• U.S., China Sound Confident Note After Trade Talks
  WSJ
• Fear Grips a Caribbean Nation in the Shadow of U.S. Boat Strikes
  WSJ