Daily News Links

8490 posts

Saturday, October 18, 2025

General

• Wall St Week Ahead US stocks to be tested by Tesla, Netflix earnings and delayed CPI report
  Reuters
• Shutdown impact: What it means for workers, federal programs and the economy
  AP
• Trump’s immigration crackdown weighs heavy on the US labor market
  AP
• World’s banking system risks a $4.5tn shock from the shadows
  Yahoo/Telegraph
• Trump rejects Zelensky on Tomahawk missiles in "tough" meeting
  Axios
• Traders ‘Spooked’ as Bank Lending Risk Puts Stock Market on Edge
  Bloomberg
• Sold Out in India, Panic in London: How the Silver Market Broke
  Bloomberg
• China Rare-Earth Product Exports Shrink as US Frictions Flare
  Bloomberg
• China Officials Try to Ease Global Concern Over Rare Earth Curbs
  Bloomberg
• The US Has No China Policy, No Strategy and No Clue
  Bloomberg
• Ukraine Braces for New Talks Without the Leverage of New Missiles
  NYT
• The U.S. Is Tiptoeing Away From Many of Trump’s Signature Tariffs
  WSJ
• Trump Bets Personal Diplomacy Will Break Ukraine War Logjam
  WSJ
• How Soros Is Preparing for a Battle With the Trump Administration
  WSJ
• Donald Trump aims to topple Venezuela’s leader with military build-up
  FT

Friday, October 17, 2025

Evening

• Bessent says US bought pesos again, currency slips
  Yahoo/Reuters
• Regional banks’ bad loans spark concerns on Wall Street
  AP
• ‘The tide went out’: How a string of bad loans has bank investors hunting for hidden risks
  CNBC
• Global Finance Chiefs Urged to Keep Calm as Trade War Escalates
  Yahoo/Bloomberg
• US Auto Delinquencies Have Jumped 50% From 15 Years Ago
  Yahoo/Bloomberg
• Meta, Blue Owl Seal $30 Billion Private Capital Deal for AI
  Yahoo/Bloomberg
• 5 takeaways from the Trump-Zelensky meeting
  The Hill
• Rattled Wall Street on Alert After Trillion-Dollar Risk Runup
  Bloomberg
• Credit Markets Wobble as Loan Losses Revive Bank Fears
  Bloomberg
• Jamie Dimon's Cockroaches Keep Appearing
  Bloomberg
• Subprime Lender PrimaLend’s Unpaid Creditors Eye Bankruptcy Push
  Bloomberg
• Credit Squeeze Is Driving Down Spending for Low-Score Americans
  Bloomberg
• Troubled Real Estate Firm at Center of Banks’ Latest Loan Pinch
  Bloomberg
• Investors Shudder at Signs of Loan Trouble in Banks
  NYT
• Volatility Returns to Stalk the Stock Market
  WSJ
• Trump Says He’d Rather End War Than Send Tomahawks to Ukraine
  WSJ
• Bessent to meet China’s vice-premier in bid to solve rare earths spat
  FT
• Trump backs away from Tomahawk missiles offer in meeting with Zelenskyy
  FT
• America’s gravity-defying economy
  FT
• A Fomo rush is resetting corporate bonds
  Ft

General

• Gold set for best week in five years
  Reuters
• Stocks lower after regional bank worries fuel market sell-off: Live updates
  CNBC
• Global bank stocks shiver as US credit risks spark reality check
  Yahoo/Reuters
• Trump Says Threatened High Tariffs on China ‘Not Sustainable’
  Yahoo/Bloomberg
• US bank stocks plunge as investors grow uneasy about mounting risks
  Yahoo/Reuters
• CNBC Daily Open: Bad loans by regional banks should concern us all
  CNBC
• Rapid growth of ETF market triggers fears of bubble
  Reuters
• Trump’s Plan for a Second Putin Meeting Undercuts Ukraine Push
  Yahoo/Bloomberg
• China’s Communist Elites Gather to Map Strategy
  Yahoo/WSJ
• Fed Staff Query Missing $1.4 Trillion Hedge Fund Treasuries Pile
  Bloomberg
• Xi Is Never Giving Up His Newfound Leverage Over Trump
  Bloomberg
• Auto Loan Delinquencies Jump 50% as Car Prices Reach New Heights
  Bloomberg
• Bitcoin Struggles to Find Momentum After Historic Wipeout
  Bloomberg
• Bessent Is Reverting to His Hedge Fund Ways With Argentina
  Bloomberg
• Japan’s Opposition Party Leader Says Coalition Chance Is ‘50-50’
  Bloomberg
• US Bombings Fuel Speculation Over Disappearances in Trinidad
  Bloomberg
• The Auto Industry Is Panicking About Another Potential Chip Shortage
  WSJ
• Venezuela Mobilizes Troops and Militias as U.S. Military Looms Offshore
  WSJ
• The John Bolton Indictment
  WSJ
• Investors warn on leveraged loan risks after First Brands collapse
  FT
• Rajan: Could central banks ease too much?
  FT
• Tett: AI has a cargo cult problem
  FT
• Europe is the biggest loser in US-China rare earth wars
  FT
• How Vladimir Putin’s history rant in Alaska nudged Donald Trump closer to Ukraine
  FT

Thursday, October 16, 2025

Evening

• Gold Climbs to Record on Bank Woes, Fed Bets and Trade Tensions
  Yahoo/Bloomberg
• Regional banks, Jefferies shares tank as concerns about sour loans grow on Wall Street
  CNBC
• Wall Street credit worries intensify after Dimon's 'cockroach' warning
  Yahoo Finance
• US budget deficit falls 2% to $1.775 trillion in fiscal 2025
  Yahoo/Reuters
• Tariff costs to companies this year to hit $1.2 trillion, with consumers taking most of the hit, S&P says
  CNBC
• Trump says he and Putin will hold second summit on Ukraine in Budapest
  Axios
• Trump Says He’s ‘Worked Our Magic’ on Deal to Lower Beef Prices
  Yahoo/Bloomberg
• Ex-Trump national security adviser Bolton charged with storing and sharing classified information
  AP
• Gold and Silver Hit Records on Credit Fears, US-China Tensions
  Bloomberg
• Banks’ Trio of Alleged Frauds Spark Fears of Broader Issues
  Bloomberg
• Goldman’s Waldron Cautions on Fallout From Credit ‘Explosion’
  Bloomberg
• Blue Owl Seals Largest Private Capital Deal for Meta’s AI Growth
  Bloomberg
• Head of the U.S. Military’s Southern Command Is Stepping Down, Officials Say
  NYT
• New Credit Fraud Fears Raise More Worries About Regional Banks
  WSJ
• Justice Department Indicts Former Trump Adviser John Bolton
  WSJ
• Banks tap Fed lending facility in sign of short-term market strains
  FT

Afternoon

• Stocks give up gains, trade lower with the Dow down 300 points: Live updates
  CNBC
• US regional bank stocks hit by Zions' charge-off, fraud allegations
  Reuters
• US Seeks Independent Bankruptcy Probe of First Brands Crash
  Yahoo/Bloomberg
• US Homebuilder Sentiment Rises By Most Since 2024
  Yahoo/Bloomberg
• Exclusive: Fed's Miran says he is not focused on asset price boom in push for lower rates
  Reuters
• Feds to seek indictment against former Trump advisor John Bolton on Thursday: reports
  CNBC
• Trump speaks with Putin as he considers Ukraine’s push for long-range missiles
  AP
• U.S. Special Operations Helicopters Near Venezuela Expand Caribbean Mission
  MSN/WP
• Large Russian assault near town of Dobropillia repelled by Kyiv's forces, says Ukraine brigade
  Reuters
• Inside Ukraine's drone campaign to blitz Russia’s energy industry
  Reuters
• Zions, Western Alliance Disclose Bad Loans Tied to Alleged Fraud
  Bloomberg
• Private Credit on the Defensive Again Over ‘Mark-to-Myth’ Study
  Bloomberg
• China Blames US for Trade Tensions, Warns Against Decoupling
  Bloomberg
• Renting a San Francisco Apartment in the A.I. Boom? Good Luck.
  NYT

General

• Gold Climbs to Record on US-China Tensions and Fed Rate-Cut Bets
  Yahoo/Bloomberg
• S&P 500 rises for a second day, boosted by the AI trade and solid earnings: Live updates
  CNBC
• US is working on doubling aid to Argentina to $40 billion by tapping private funding sources
  AP
• Bessent Says US Expects Japan to Stop Russian Energy Imports
  Yahoo/Bloomberg
• CEOs grow more apprehensive as tariff uncertainty weighs
  Axios
• AI industry's exponential faith throws a curve
  Axios
• Global CEOs Meet Chinese Trade Negotiator as Tensions Linger
  Yahoo/Bloomberg
• Potentially ‘Catastrophic’ Breach of Cyber Firm Blamed on China
  Yahoo/Bloomberg
• Fed's Miran: Growth next year could hinge on how U.S.-China tensions are resolved - Fox Business
  Yahoo/Reuters
• The endless IOU powering Silicon Valley’s AI boom
  Yahoo/Telegraph
• Embattled French Prime Minister Sébastien Lecornu survives no-confidence votes in Parliament
  AP
• Ukraine plan to ‘go offensive’ on agenda of Trump-Zelenskyy meeting
  Politico
• Bessent Calls China Trade Negotiator An ‘Unhinged’ Wolf Warrior
  Bloomberg
• Why Trump Is Eying Cooking Oil as Leverage in US-China Trade War
  Bloomberg
• Fed’s Waller Calls for Careful Cuts, Miran Wants Bigger Move
  Bloomberg
• BOJ’s Most Hawkish Member Calls for Rate Hike Amid Price Risks
  Bloomberg
• Takaichi’s Hopes of Becoming Japan PM Boosted by Ishin Talks
  Bloomberg
• Ukraine Claims Russia Refinery Strike as Pressure on Putin Grows
  Bloomberg
• Who Will Blink First: Trump or Xi?
  NYT
• China’s Rare Earth Restrictions Aim to Beat U.S. at Its Own Game
  NYT
• The Impossible Politics That Mean the Shutdown Is Set to Drag On
  WSJ
• AI Data Centers, Desperate for Electricity, Are Building Their Own Power Plants
  WSJ
• American Bankers Are Making a Mint Helping China Inc. Go Global
  WSJ
• Ukraine Wants Tomahawks. Trump Has to Decide if They Would Help End the War.
  WSJ
• Milei’s Radical Overhaul of Argentina Meets Its Match in the Humble Peso
  WSJ
• Big investors scale back risky bond exposure after storming rally
  FT
• ‘Of course it’s a bubble’: AI start-up valuations soar in investor frenzy
  FT
• The AI bubble is a bigger global economic threat than US tariffs
  FT
• How Beijing’s collateral play can rattle the creditor-borrower balance
  FT
• What are the US Tomahawk missiles Trump is considering for Ukraine?
  FT
• Traders at top hedge funds take home 25% of profits
  FT
• FT Investigation: How the Trump companies made $1bn from crypto
  FT

Wednesday, October 15, 2025

Evening

• Stock futures are little changed as earnings season heats up: Live updates
  CNBC
• Trump Declares US-China Trade War, Bessent Floats Long Truce
  Yahoo/Bloomberg
• Greer, Bessent blast China's rare earths curbs, urge Beijing not to implement them
  Yahoo/Reuters
• US buys more Argentine pesos, working on $20 billion debt facility, Bessent says
  Reuters
• Shutdown Firings Paused by Judge as Vought Vows More to Come
  Yahoo/Bloomberg
• Banks and Private Credit Clash After Dimon’s Cockroach Barb
  Yahoo/Bloomberg
• Democrats say they won’t be intimidated by Trump’s threats as the shutdown enters a third week
  AP
• Journalists turn in access badges, exit Pentagon rather than agree to new reporting rules
  AP
• Trump: India will stop buying Russian oil
  Politico
• Trump says land strikes may be next for Venezuela
  Politico
• Hegseth warns Moscow US will 'impose costs' if Ukraine war does not end
  Reuters
• Big Banks Warn of AI Froth as Bubble Talk Dominates Earnings
  Bloomberg
• Traders Ramp Up Bets on Half-Point Fed Rate Cut by Year-End
  Bloomberg
• Treasury’s Bill Issuance Surge Prods Fed to Shrink Balance Sheet
  Bloomberg
• Trump Floats San Francisco as Next Target for Crime Crackdown
  Bloomberg
• America Is Heavily Reliant on China for Raw Materials in Medicines
  NYT
• Is the Fed Too Confident About Inflation? Some Economists Think So.
  NYT
• U.S. to Take Control of More Companies to Counter China
  NYT
• Trump Authorizes CIA Covert Operations in Venezuela
  WSJ
• How Jefferies Found Itself at the Center of First Brands’ Collapse
  WSJ
• Trump’s Gaza Lessons for Ukraine
  WSJ
• Al Qaeda Rises Amid Afghan-Pakistani Conflict
  WSJ
• US Treasury arranging fresh $20bn in debt market support for Argentina
  FT

Afternoon

• Stocks cut gains as market choppiness persists: Live updates
  CNBC
• Bessent says China "can't be trusted" as trade fight escalates
  Axios
• Trump Leverages US Shutdown to Make Unilateral Spending Moves
  Yahoo/Bloomberg
• Why the odds are increasing that the government shutdown could last into November
  Yahoo Finance
• Shutdown is costing US economy $15 billion a day, Bessent says
  Yahoo/Bloomberg
• US warns that hackers using F5 devices to target government networks
  Yahoo/Reuters
• Exclusive: "Clever and generous" farm bailout coming, Hassett says
  Axios
• Miran Says Trade Uncertainty Makes Fed Rate Cuts More Urgent
  Yahoo/Bloomberg
• Americans lead the world in AI anxiety
  Axios
• US Electricity Bills Seen Rising Most in Three Years This Winter
  Bloomberg
• Underwater Car Loans Hit Four-Year High in New Sign of Distress
  Bloomberg
• Bessent Says He’ll Give Trump Fed Chair Options in December
  Bloomberg
• Why Argentina Needs Bailout After Bailout After Bailout
  Bloomberg
• Crypto’s Hedge-Appeal Cracks as Gold Wins Big on Debasement Fear
  Bloomberg
• Fortifying America’s Pacific Front Line Is Getting Expensive and Difficult
  WSJ
• The secretive First Brands founder, his $12bn debt and the future of private credit
  FT
• US warns world will ‘decouple’ from China if it imposes new export controls
  FT

General

• Gold Hits Fresh Record on Fed Rate-Cut Hopes as Silver Surges
  Yahoo/Bloomberg
• Stocks jump as strong earnings overshadow China trade fight, Bank of America rises: Live updates
  CNBC
• Xi’s Rare Earth ‘Bazooka’ Sparks Global Alarm, Race for Supplies
  Yahoo/Bloomberg
• China takes steps against US-linked units of S.Korea shipbuilder Hanwha
  Yahoo/Reuters
• Long Treasury yields to stay elevated as inflation, debt pressures blunt Fed easing
  Yahoo/Reuters
• The government shutdown is putting a renewed spotlight on the cracks in the US aviation system
  AP
• Most U.S. consumers expect higher holiday prices and a weaker economy, survey finds
  CNBC
• Dimon’s ‘Cockroach’ Fear Revives Threat of Cracks in Credit
  Yahoo/Bloomberg
• Auto industry raises the alarm as China tightens export rules for rare earths
  CNBC
• BlackRock, Nvidia-backed group strikes $40 billion AI data center deal
  Yahoo/Reuters
• Flows into US ETFs cross $1 trillion at record pace, State Street Investment Management says
  Reuters
• VIX Curve Inversion Tests Trader Resolve With Volatility Rising
  Yahoo/Bloomberg
• China is using its economic arsenal to hold the world to ransom
  Yahoo/Telegraph
• China to keep its 'all about production' economic playbook as rivalry with US intensifies
  Reuters
• Chinese airlines protest US plan to ban their flights over Russian airspace
  AP
• Trump Says He’d Be ‘Very Upset’ by Chinese Military in Argentina
  Yahoo/Bloomberg
• News organizations, including Hegseth’s former employer Fox, reject new Pentagon reporting rules
  AP
• Japan’s Surprise Kingmaker Tamaki Has Shot at Becoming Next PM
  Bloomberg
• China Ramps Up Yuan Defense Via Fixing Amid Trade Tensions
  Bloomberg
• Trump’s Trade War With China Catches the World in Its Crossfire
  NYT
• Powell Signals Fed Is on Track to Keep Cutting Rates
  NYT
• Why Bank C.E.O.s See Economic Turbulence Ahead
  NYT
• China, Betting It Can Win a Trade War, Is Playing Hardball With Trump
  WSJ
• Grocery Prices Keep Rising. Frustrated Consumers Are Trying to Adapt
  WSJ
• Blackstone Joins Race to Bring Private Assets to 401(k) Market
  WSJ
• IMF warns US must tackle its yawning deficit
  FT
• China’s consumer prices fall as deflation fears loom
  FT
• Central banks have been buying a squillion tonnes of gold, promise
  FT

Tuesday, October 14, 2025

Evening

• Flows into US ETFs cross $1 trillion at record pace, State Street Investment Management says
  Yahoo/Reuters
• Trump and budget chief Vought are making this a government shutdown unlike any other
  AP
• ‘Absolutely' a market bubble: Wall Street sounds the alarm on AI-driven boom as investors go all in
  Yahoo Finance
• Trump won't 'waste our time' with Argentina if Milei loses in midterms
  Yahoo/Reuters
• Trump Threatens China Cooking Oil Trade as Retaliation for Soybean Boycott
  Bloomberg
• Summers ‘Nervous’ About Bessent’s Novel Rescue for Argentina
  Bloomberg
• Tricolor and Treasury’s Seal of Approval
  WSJ

Afternoon

• US stocks slip as trade tensions with China flare up again
  AP
• White House Vows to ‘Ride Out’ Shutdown, Continue Layoffs
  Yahoo/Bloomberg
• China Flexes Superpower Status Using Rare Earths in Global Supply Chain Grab
  Yahoo/Bloomberg
• Fed's Powell says economy on firmer footing, though low-hiring, low-firing trend continues
  Yahoo/Reuters
• Slowdown in US hiring suggests economy still needs rate cuts, Fed’s Powell says
  AP
• Trump trade rep says new 100% tariff on China depends on Beijing’s next move
  CNBC
• Jamie Dimon says auto company bankruptcies reveal ‘early signs’ of excess in corporate lending
  CNBC
• IMF warns of rising odds of 'disorderly' global market correction
  Yahoo/Reuters
• Five Ways Out of the US Government Shutdown Standoff
  Yahoo/Bloomberg
• Wall Street Warns S&P 500 Dip Buyers of More Turbulence Ahead
  Yahoo/Bloomberg
• Powell Says Fed May Stop Shrinking Balance Sheet in Months Ahead
  Bloomberg
• JPMorgan’s Dimon Says Employee Health Costs to Rise 10% in 2026
  Bloomberg
• ECB’s Kocher Wouldn’t Deregulate Too Much Now Amid Bubble Risk
  Bloomberg
• Powell Hints at End of Campaign to Shrink Fed’s Treasury Holdings
  WSJ
• Wall Street Is Firing on All Cylinders, Fueled by Deals and Trading
  WSJ
• AI Economics Are Brutal. Demand Is the Variable to Watch.
  WSJ
• Jay Powell signals support for more rate cuts as US job market cools
  FT
• IMF warns on $4.5tn bank exposure to hedge funds and private credit
  FT
• Banks caution over bubble as they report bumper profits
  FT

General

• Stocks drop again after one-day bounce as China re-escalates trade tensions: Live updates
  CNBC
• China sanctions 5 US units of South Korean shipbuilder Hanwha Ocean over probe by Washington
  AP
• China is making it harder to get rare earth magnet export licenses, sources say
  Yahoo/Reuters
• US, China roll out tit-for-tat port fees, threatening more turmoil at sea
  Yahoo/Reuters
• US small business sentiment ebbs in September; inflation back in focus
  Yahoo/Reuters
• Auto sector bankruptcies spark fresh scrutiny of Wall Street credit risks
  Reuters
• Fed's Powell addresses economy pulled between risks to growth, jobs and prices
  Reuters
• BlackRock’s Assets Hit Record $13.5 Trillion After Market Rally, Dealmaking Spree
  Yahoo/WSJ
• BlackRock Hauls in $205 Billion as Private Assets Accelerate
  Yahoo/Bloomberg
• AI Stocks Are in a Bubble, Most Investors Say in BofA Survey
  Yahoo/Bloomberg
• News outlets broadly reject Pentagon's new press rules
  Axios
• China Hits Back at US on Shipping With Hanwha Curbs, Probe
  Bloomberg
• Trump Port Fees Bring Added Headache for Chinese Ship Operators
  Bloomberg
• China Blasts US After Rubio Condemns Detention of Church Leaders
  Bloomberg
• Jefferies Has More Dangers Ahead on the First Brands Fiasco
  Bloomberg
• Brazil Debt Rout Engulfs Another Borrower as Raízen Bonds Plunge 19% in Week
  Bloomberg
• Government Debt Is a Global Problem
  Bloomberg
• France’s Lecornu Faces Reckoning in Parliament Over Budget
  Bloomberg
• Trump Ramps Up Trade War as New Tariffs on Lumber and Furniture Take Effect
  NYT
• Big Banks Grow Profits, Crediting a ‘Resilient’ Economy
  NYT
• U.S. Starts Charging Chinese Ships to Dock at Its Ports
  NYT
• China Adds Hanwha Ocean’s Units to Sanctions List
  WSJ
• China’s Rare-Earth Export Controls Are Critical Concern for EU, Trade Chief Says
  WSJ
• How China and the U.S. Are Racing to De-Escalate the Trade War
  WSJ
• The New York City Office Market Is Roaring Back, and It’s Pricier Than Ever
  WSJ
• Scott Bessent accuses China of trying to damage global economy
  FT
• China slaps sanctions on Korean shipbuilder accused of helping US
  FT
• US-China déjà vu all over again
  FT

Evening

• Stock futures are little changed after big rebound on Wall Street, S&P 500 posts best day since May: Live updates
  CNBC
• Silver Hits All-Time High as London Squeeze Sparks Market Havoc
  Yahoo/Reuters
• Trump, Xi Spark Another Standoff With World Economy at Risk
  Yahoo/Bloomberg
• The Curious Market Timing of Trump’s Tariff Threats
  Bloomberg
• The Great Debasement Debate Is Rippling Across Global Markets
  Bloomberg
• Highest US Tariffs Since the 1930s Redraw the International Trade Map
  Bloomberg
• Average US Car Prices Top a Record $50,000 on EV Sales Surge
  Bloomberg
• Trump to meet Zelenskyy in Washington on Friday
  FT

Monday, October 13, 2025

Afternoon

• Stocks claw back more than half of Friday’s rout after Trump softens China stance, Dow rises 500 points: Live updates
  CNBC
• Government shutdown could be the longest ever, Speaker Johnson warns
  AP
• U.S. supply chain faces another tariff headwind ahead of new port fees
  CNBC
• First Brands founder resigns amid accounting scandal and billions in missing funds
  AP
• Most US IPOs Remain In Limbo Despite SEC’s Shutdown Fix
  Yahoo/Reuters
• Fed's Paulson anticipates more rate cuts to support job market
  Reuters
• Trump, Zelensky to discuss Tomahawks for Ukraine at White House Friday
  Axios
• Silver Prices Just Hit Their First Record Since 1980
  WSJ
• Federal Reserve Can Look Through Tariff-Driven Inflation, Fed’s Paulson Says
  WSJ

General

• Stocks Jump after Trump says China situation ‘will all be fine’: Live updates
  CNBC
• Gold, silver hit record highs after Trump threat of fresh China tariffs
  Reuters
• Asia shares suffer trade whiplash, Wall Street futures rally
  Reuters
• Silver Roars Higher as Short Squeeze Rocks the London Market
  Yahoo/Bloomberg
• Bessent Still Sees Xi-Trump Meeting, Says All Options Are Open
  Yahoo/Bloomberg
• China shows no sign of backing down while issuing call for US to withdraw tariff threat
  AP
• Xi’s Red Line on Trump’s Export Curbs Threatens to Upend Truce
  Yahoo/Bloomberg
• Trump’s 100% tariff threat sparks defiance from Beijing
  Politico
• Goldman Sees US Consumers Paying More Than Half of Trump Tariffs
  Yahoo/Bloomberg
• China's September exports and imports surpass expectations
  Yahoo/Reuters
• China's rare earth exports fall sharply in September
  Reuters
• US-China tensions want for a circuit breaker
  Reuters
• JPMorgan Vows to Plow $1.5 Trillion Into US Security Industries
  Yahoo/Bloomberg
• Living hostages and Palestinian prisoners are released as part of ceasefire in Gaza
  AP
• Trump, Xi Spark Another Standoff With World Economy at Risk
  Bloomberg
• US Junk Bonds Post Worst Losses in Six Months, Spreads Widen
  Bloomberg
• First Brands’ Founder Patrick James Resigns as CEO
  Bloomberg
• Bank of America Plans SRT on $3 Billion of Private Markets Loans
  Bloomberg
• Chinese Exports Surge, Giving Xi Stronger Hand in Trade Fight
  Bloomberg
• The Worst Kinds of Wildfires Are Becoming More Frequent
  Bloomberg
• Investors Fear the Return of the U.S.-China Trade War
  NYT
• The Rules of Investing Are Being Loosened. Could It Lead to the Next 1929?
  NYT
• Cars to Fighter Jets: China’s New Export Curbs May Level a Heavy Blow Worldwide
  NYT
• Silver Soars to New Highs Driven by Gold’s Rally, Liquidity Squeeze
  WSJ
• AI Is Juicing the Economy. Is It Making American Workers More Productive?
  WSJ
• As Russian Aggression Turns West, Poland Says It’s Ready
  WSJ
• Nobel Economics Prize Awarded to Trio for Work on Innovation-Driven Growth
  WSJ
• Asian markets fall and gold soars as US-China trade tensions rise
  FT
• China exports accelerate as Xi Jinping and Donald Trump raise stakes in trade war
  FT
• Jefferies says First Brands losses can be absorbed
  FT
• S&P warns on US insurers’ growing bet on private credit
  FT
• Emmanuel Macron calls for ‘stability’ as opposition threatens no-confidence vote
  FT
• France will soon test the boundaries of the EU’s backstop
  FT
• Russia pays Europe’s saboteurs in crypto, says Polish official
  FT

Sunday, October 12, 2025

Evening

• Stock futures rebound from Friday’s rout after Trump says China situation ‘will all be fine’: Live updates
  CNBC
• Trump, Vance Open Door to China Deal as Trade Spat Drags On
  Yahoo/Bloomberg
• China vows to stand firm against Trump’s tariff threat. He urges Beijing to be less confrontational
  AP
• Vance warns ‘deeper’ cuts ahead for federal workers as shutdown enters 12th day
  AP
• Trump warns Russia he may send Ukraine long-range Tomahawks if Moscow doesn’t settle war soon
  AP
• From Tricolor to Saks, Bonds Are Now Crashing at Breakneck Speed
  Bloomberg
• Bond Traders Await Powell, Tariffs News as Shutdown Continues
  Bloomberg
• Climate tipping points are being crossed, scientists warn ahead of COP30
  Reuters
• Cars to Fighter Jets: China’s New Export Curbs May Level a Heavy Blow Worldwide
  NYT
• The Government Shutdown Is Finally Starting to Bite
  WSJ
• Trump May Send Tomahawks to Ukraine
  WSJ

General

• China tells US to back off threats, warns of retaliation
  Yahoo/Bloomberg
• Beijing blames US for raising trade tensions, defends rare earth curbs
  Reuters
• China vows to stand firm against Trump’s 100% tariff threat
  AP
• China accuses US of 'double standards' over tariff threat
  BBC
• Partisan shutdown standoff ignores key risk to US stability: rising national debt
  Reuters
• Stock Bubble Dread Grips Central Bankers in Washington
  Yahoo/Bloomberg
• China’s Markets Under Threat From Risk of Renewed US Trade War
  Yahoo/Bloomberg
• Kremlin warns the West over 'dramatic' escalation moment in Ukraine war
  Reuters
• Trump and Zelensky discuss Tomahawk missiles for Ukraine, sources say
  Axios
• French PM Lecornu races against the clock to form government
  Reuters
• Afghanistan says it has killed 58 Pakistani soldiers in overnight border operations
  AP
• Government Shutdown Tests Everyone’s Patience
  WSJ
• Trump’s Fresh Tariff Assault Threatens China’s Fragile Economy
  WSJ
• China blames Trump and US for escalating trade war
  FT
• Trump talks tough with China but holds out hope of truce in trade war
  FT
• Pentagon steps up stockpiling of critical minerals with $1bn buying spree
  FT
• Ukraine hit Russian energy sites with US help
  FT