Daily News Links

8490 posts

Saturday, October 11, 2025

General

• Trump threatens China with export controls on Boeing parts
  Yahoo/Reuters
• 'China Isn't Afraid': Beijingers Shrug Off Trump Tariff Threat
  Barron's
• China’s rare earth gambit reveals the next phase of its economic warfare
  Politico
• China hits back on US port fees with retaliatory levies
  Yahoo/Reuters
• White House lays off thousands of US government workers, blaming shutdown
  Reuters
• OpenAI’s dominance is unlike anything Silicon Valley has ever seen
  CNBC
• 'It's going to be really bad': Fears over AI bubble bursting grow in Silicon Valley
  BBC
• French PM urges end to "ridiculous spectacle" as budget deadline looms
  Reuters
• Power restored to 800,000 in Kyiv after major Russian strikes on Ukraine’s energy grid
  AP
• US Leveraged Loan Market Under Strain as More Deals Are Pulled
  Bloomberg
• The Canadians Are Angry. Other Tourists Might Be, Too.
  Bloomberg
• China Flexed. Trump Hit Back. So Much for the Thaw.
  NYT
• Trade Wars Aren’t Easy, China Edition
  WSJ
• Rekindling of Tariff Fight Pressures Wall Street’s Hottest Trades
  WSJ
• Four Things to Know About Beijing’s Rare-Earths Bombshell
  WSJ
• Behind the Collapse of an Auto-Parts Giant: a $2 Billion Hole and a Mysterious CEO
  WSJ
• What to Know About Trump’s Latest Round of Government Layoffs
  WSJ
• Trump, Feeling Emboldened, Pushes Agenda Into Higher Gear
  WSJ
• More Working-Class Americans Than Ever Are Investing in the Stock Market
  WSJ
• Donald Trump threatens extra 100% tariff as he retaliates against China
  FT

Friday, October 10, 2025

Evening

• Wall Street drops to its worst day since April after Trump’s threats of tariffs shatter its calm
  AP
• Oil Extends Decline As US-China Trade Tensions Flare Again
  Yahoo/Bloomberg
• Trump suggests canceling Xi meeting and threatens more tariffs after China restricts key exports
  AP
• Federal Workers Fired From Agencies Amid Government Shutdown
  Yahoo/Bloomberg
• Firings of federal workers begin as White House seeks to pressure Democrats in government shutdown
  AP
• Trump Returns China Trade Tensions to the Front Burner
  Bloomberg
• Trump Threatens China Tariffs, Sees ‘No Reason’ to Meet Xi
  Bloomberg
• Trump Threatens to Cancel Meeting With China’s Xi and Impose New Tariffs
  NYT
• Billions of Dollars ‘Vanished’: Low-Profile Bankruptcy Rings Alarms on Wall Street
  NYT
• Trump Threatens Higher Tariffs on China, Citing Restrictions on Rare-Earth Elements
  WSJ
• White House Starts Mass Layoffs of Government Workers
  WSJ
• Donald Trump threatens ‘massive’ tariffs on China amid critical minerals dispute
  FT
• Trump administration starts firing workers laid off in government shutdown
  FT
• How OpenAI put itself at the centre of a $1tn network of deals
  FT
• Macron reappoints Sébastien Lecornu as French prime minister
  FT

General

• Stocks are little changed after S&P 500, Nasdaq pullback from record highs: Live updates
  CNBC
• Shutdown Pain Ripples Through US Economy With No Deal in Sight
  Yahoo/Bloomberg
• Trump Renews Threats With Congress Mired in a Shutdown Brawl
  Yahoo/Bloomberg
• China Targets Qualcomm, US Ships as Xi and Trump Seek Leverage
  Yahoo/Bloomberg
• China steps up customs crackdown on Nvidia AI chips, FT reports
  Yahoo/Reuters
• CNBC Daily Open: He who controls the rare earth metals, controls tech’s future
  CNBC
• Morning Bid: Bubble, bubble toil and trouble
  Reuters
• Waller on interview for Fed chair: Went 'great'
  Yahoo/Reuters
• Fears rise over $3tn shadow banking crisis
  Yahoo/Telegraph
• Tech billionaires seem to be doom prepping. Should we all be worried?
  BBC
• Le Pen's far right waiting in the wings as France's crisis unfolds
  Reuters
• Tricolor’s Busted Money Machine Has Wall Street Rethinking Risks
  Bloomberg
• After $12 Billion Bond Losses, Japanese Bank at Risk Again From US Firm's Bankruptcy
  Bloomberg
• Retail Crowd Beats the S&P 500 as Soaring Trading Sparks Concern
  Bloomberg
• Japan’s Decades-Old Ruling Coalition Collapses, Jolting Markets
  Bloomberg
• ECB Officials Warn Against High Asset Price Valuations
  Bloomberg
• Germany Calls New China Rare Earth Curbs a ‘Great Concern’
  Bloomberg
• Ray Dalio Warns of Soaring Debt and ‘Civil War’ Brewing in US
  Bloomberg
• The Big Dollar Short Is Turning Into a Pain Trade for Investors
  Bloomberg
• Margin Access Cut Sparks Slide in China’s Expensive Chip Shares
  Bloomberg
• NATO Launches Annual Nuclear Drill as Europe Rethinks Deterrence
  Bloomberg
• Big Investors Await Windfall From Trump’s Argentina Bailout
  NYT
• Senators Try to Craft Exit Ramp for Shutdown as Tensions Rise
  WSJ
• Americans Are Falling Behind on Their Car Payments
  WSJ
• China’s Rare-Earth Escalation Threatens Trade Talks—and the Global Economy
  WSJ
• Insurers prepare for wave of First Brands claims
  FT
• China launches customs crackdown on Nvidia AI chips
  FT
• Japan’s ruling coalition collapses in setback for new LDP leader Sanae Takaichi
  FT
• Tett: America is sucking in growth from the rest of the world
  FT
• Taiwan accelerates ‘T-dome’ missile plan against China threat
  FT

Thursday, October 9, 2025

Evening

• US buys Argentine pesos, finalizes $20 billion currency swap
  AP
• First Brands Collapse Blindsides Wall Street, Exposing Cracks in a Hot Corner of Finance
  Yahoo/Bloomberg
• China threatens access to supplies vital to the most important U.S. industries
  Axios
• Shutdown Cuts Off Flood Insurance Program During Storm Season
  Yahoo/Bloomberg
• Trump, Pulte Threats Fuel $19.5 Billion Homebuilders Rout
  Yahoo/Bloomberg
• Aegon’s Junk Debt Chief Braces for Credit Pain as Cracks Spread
  Bloomberg
• Microsoft Forecasts Show Data Center Crunch Persisting Into 2026
  Bloomberg
• Why China’s Plenum on Its Five-Year Plan Matters for the Global Economy
  Bloomberg
• The Latest Beltway Deficit: $1.8 Trillion
  WSJ
• US Treasury intervenes in Argentina’s currency market
  FT

Afternoon

• S&P 500, Nasdaq retreat from record highs: Live updates
  CNBC
• Oil Declines With Gaza Peace Plan and Risk-Off Mood in Focus
  Yahoo/Bloomberg
• Live updates: Democrats block GOP bill to end shutdown
  The Hill
• Average long-term US mortgage rate eases to 6.3%, back to its lowest level in about a year
  AP
• 22 states are in recession or close to it, new analysis finds
  Axios
• Israel and Hamas will exchange hostages and prisoners after agreeing to a pause in the war in Gaza
  AP
• La Niña is officially here. What does it mean for winter weather?
  The Hill
• Private Credit Investors Sour on Funds as Rate Cuts Hurt Payouts
  Bloomberg
• Rising Inflation Expectations Pose Risk for the Fed, Study Says
  Bloomberg
• Fed’s Barr Calls for Caution Toward Additional Rate Cuts
  Bloomberg
• Month-End Treasury Trading Trounces Other Days, NY Fed Finds
  Bloomberg
• Federal Workers and Troops to Miss Paychecks Soon. Here’s What to Know.
  WSJ
• Fed’s Barr Urges Caution With Further Rate Moves, Underscoring Committee’s Divisions
  WSJ
• US justice department launches inquiry into First Brands Group
  FT
• Trump’s militarisation of law enforcement
  FT
• Jane Street is getting physical
  FT

General

• S&P 500 is little changed after benchmark rises to all-time high: Live updates
  CNBC
• Fear of missing out trumps other worries as euphoria grips US stock options traders
  Reuters
• America's top banker sounds warning on US stock market fall
  BBC
• Gaza peace deal reached, hostages to be freed
  Axios
• China Tightens Exports of Some Rare Earths and Related Tech
  Yahoo/Bloomberg
• China expands rare earth restrictions, targets defence, semiconductor users
  Yahoo/Reuters
• Fed's Williams backs more rate cuts this year due to labor market slowdown risks, he tells NYT
  Yahoo/Reuters
• ‘Buckle up’: IMF and Bank of England join growing chorus warning of an AI bubble
  CNBC
• Housing is outpacing population growth, but there's a catch
  Axios
• How Chicago became ground zero for Trump's military crackdown
  Axios
• Macron will nominate new French prime minister in 48 hours
  BBC
• Takaichi's jab at BOJ independence may face political reality check
  Reuters
• Russia is waging ‘hybrid warfare’ against Europe, officials say. What does that mean?
  CNBC
• The EU’s worst nightmare has never looked so real
  Politico
• First Brands’ Go-To Bank Jefferies Opens Books as Fallout Builds
  Bloomberg
• Silver Hits $50 for First Time Since Hunt Brothers Squeeze
  Bloomberg
• Trump’s Wood Tariffs Are Coming. Who Will Be Hit Hardest
  Bloomberg
• America Is Minting Lots of Cash-Strapped Millionaires
  Bloomberg
• Nassim Taleb Warns to Hedge Against Crash as Debt Crisis Looms
  Bloomberg
• ‘I Believe It’s a Bubble’: What Some Smart People Are Saying About AI
  Bloomberg
• Japan’s Takaichi Faces Early Test as Coalition Talks Stall
  Bloomberg
• Yen’s Rapid Fall Complicates Takaichi Hopes for Slower BOJ Hikes
  Bloomberg
• Putin Is Taking His Hybrid Warfare to the Sea
  Bloomberg
• How to Manage a Divided Fed
  NYT
• A Top Fed Official Favors More Interest Rate Cuts
  NYT
• How Trump Threw a Wrench Into Credit Markets
  WSJ
• China Tightens Grip on Rare Earths Ahead of Expected Trump-Xi Meeting
  WSJ
• Tariffs Are Way Up. Interest on Debt Tops $1 Trillion. And DOGE Didn’t Do Much.
  WSJ
• China Imposes New Controls Over Rare-Earth Exports
  WSJ
• IPOs Return as Tariff, Interest Rate Uncertainty Lifts, Report Shows
  WSJ
• Scott Bessent grilled Fed chair candidates on rates and quantitative easing
  FT
• China unveils sweeping rare-earth export controls to protect ‘national security’
  FT
• Russia destroys 60% of Ukraine’s gas production ahead of winter
  FT

Evening

• S&P 500 futures are little changed after benchmark rises to all-time high: Live updates
  CNBC
• Staffing shortages cause more US flight delays as government shutdown reaches seventh day
  AP
• Mike Johnson faces growing internal revolt over shutdown
  Axios
• Fed minutes: Most officials supported further rate cuts as worries about jobs rose
  AP
• Is there an AI bubble? Financial institutions sound a warning
  AP
• GAZA PEACE DEAL REACHED
  Axios
• US Annual Budget Deficit Steady at $1.8 Trillion, Despite Surge in Tariff Revenue
  Bloomberg
• BlackRock Seeks Cash From Jefferies Fund Exposed to First Brands
  Bloomberg
• Yen’s Haven Status Undercut by Gold Surge, BOJ Rate-Hike Doubts
  Bloomberg
• Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raising Eyebrows
  Bloomberg
• Republicans Caution White House on Inflicting Shutdown Pain
  WSJ
• Inside the Justice Department Where the President Calls the Shots
  WSJ
• Fed officials were cautious about inflation as they agreed rate cuts
  FT
• The Incredible Expanding Fannie Mae
  WSJ
• Emmanuel Macron to name a new French PM by Friday
  FT

Wednesday, October 8, 2025

Afternoon

• S&P 500, Nasdaq gain as Nvidia rises, Wall Street tries to look past shutdown worries: Live updates
  CNBC
• Senate to vote on funding bills again as government shutdown enters second week
  CNBC
• "The House is done": Johnson rules out standalone vote on paying troops during shutdown
  Axios
• Argentine Treasury struggles to contain peso slide, awaits US support
  Yahoo/Reuters
• Jefferies Fund Has $715 Million in First Brands’ Trade Debt
  Yahoo/Bloomberg
• Gold Isn’t the Warning Ken Griffin Worries About
  Bloomberg
• US Treasuries Risk Losing Haven Status, Pension Official Says
  Bloomberg
• IMF chief warns of economic uncertainty and offers this advice: ‘Buckle up’
  AP
• Western Alliance Faces First Brands Risk Through Jefferies Fund
  Bloomberg
• Greenland Prime Minister Asks EU Help to Secure Digital Links, Block Threats
  Bloomberg
• Gold Rally Points to Eroding Faith in Central Banks Worldwide
  WSJ
• What to Expect From the Federal Government Shutdown
  WSJ
• Trump Calls for Jailing of Chicago Mayor and Illinois Governor
  WSJ

General

• Gold Tops $4,000 for First Time Fueled by US Shutdown
  Yahoo/Bloomberg
• Stock futures rise slightly after S&P 500 snaps 7-day win streak: Live updates
  CNBC
• Yen Slumps to Weakest Since February in LDP-Results Aftermath
  Yahoo/Bloomberg
• Federal Workers Go Unpaid, Adding Pressure to End Government Shutdown
  Yahoo/Bloomberg
• Staffing woes see flight delays spread to more U.S. airports amid shutdown
  Axios
• US Mortgage Activity Dips Again in Swift Reversal of Home Demand
  Yahoo/Bloomberg
• Borrowers head back to riskier mortgages, looking for any potential savings
  CNBC
• Bank of England warns of 'sharp correction' in markets if mood sours on AI or Fed
  Yahoo/Reuters
• EU Sees New US Trade Demands Hollowing Out Deal Struck by Trump
  Yahoo/Bloomberg
• OpenAI's massive AMD deal: Welcome to AI's mega-blob era
  Axios
• The global M&A engine is roaring, fueled by megadeals and rate-cut bets
  CNBC
• New Zealand delivers outsized cut, bringing policy rate to over 3-year low in bid to boost growth
  CNBC
• Meet Sanae Takaichi, the Populist Poised to Break Japan’s Glass Ceiling
  Yahoo/Bloomberg
• Argentina Pulls Out All Stops in Milei’s Defense of Fragile Peso
  Bloomberg
• Oracle Fears Add to Doubts About the A.I. Rally
  NYT
• Trump Calls for Jailing of Chicago Mayor and Illinois Governor
  WSJ
• The Shutdown Is Already Squeezing These Businesses
  WSJ
• The Unofficial Jobs Numbers Are In and It’s Rough Out There
  WSJ
• What Is the Price of Gold Telling Us?
  WSJ
• Homeowners Are Pouncing on the Tiniest Drop in Mortgage Rates
  WSJ
• America’s Soybean Farmers Are Panicking Over the Loss of Chinese Buyers
  WSJ
• Trump’s Wind Energy Assault Stings Red States
  WSJ
• How China Threatens to Force Taiwan Into a Total Blackout
  WSJ
• Jefferies reveals $715mn fund exposure to First Brands invoices
  FT
• Bank of England flags risk of ‘sudden correction’ in tech stocks inflated by AI
  FT
• Gold price tops $4,000 for first time
  FT
• French PM sees ‘convergence’ in last-ditch budget talks
  FT
• The populist shadow hanging over central banks and QE
  FT
• Lessons for the Fed from my time at the helm of Argentina’s central bank
  FT
• US tariffs are still *checks notes* around 10 per cent
  FT

Evening

• Stock futures were little changed after S&P 500 snaps 7-day win streak: Live updates
  CNBC
• Congress erupts over Trump's shutdown back-pay threat
  Axios
• Staffing shortages cause more US flight delays as government shutdown reaches 7th day
  AP
• Consumer outlook sours as inflation expectations rise, New York Fed survey finds
  CNBC
• Trump Says US and Canada Working on Formula for Tariff Deal
  Yahoo/Bloomberg
• Trump mulls cutting billions in funds from list of clean energy projects
  Yahoo/Reuters
• Private credit cash pivots from 'risky' West to emerging markets
  Yahoo/Reuters
• Weakening Credit Market Exposes Growing Vulnerabilities, UBS Says
  Bloomberg
• BOJ Faces Rate-Hike Dilemma After Takaichi Victory, Yen Slump
  Bloomberg
• US Consumer Borrowing Rises at Slowest Pace in Six Months
  Bloomberg
• Thin Air-Traffic Staffing Spurs Delays at U.S. Airports
  WSJ
• China’s Golden Week tourism shows little sign of spending splurge
  FT

Tuesday, October 7, 2025

Afternoon

• S&P 500 heads for first decline in 8 days on Oracle slide, shutdown angst: Live updates
  CNBC
• Trump says government programs, jobs to be cut amid shutdown
  Reuters
• Trump talks ‘love’ and ‘conflict’ with Carney during Canadian prime minister’s visit
  AP
• Trump Threatens No Back Pay for Shutdown’s Furloughed Workers
  Yahoo/Bloomberg
• IMF warns banks and supervisors of liquidity risks in $9.6 trillion FX market
  Reuters
• Fed's Miran says calm bond market shows support for rate cuts
  Yahoo/Reuters
• Consumers See Higher Inflation in Year Ahead, NY Fed Survey Shows
  Bloomberg
• At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks
  Bloomberg
• AI-Power Boom to Drive $1.1 Trillion in US Utility Grid Spending
  Bloomberg
• Fed’s Balance Sheet Runoff in Focus as Bank Reserves Are Ebbing
  Bloomberg
• Fed’s Kashkari Warns Drastic Rate Cuts Would Stoke Inflation
  Bloomberg
• Dalio Echoes Griffin in Seeing Gold as Safer Than the US Dollar
  Bloomberg
• Data Center Boom Brings Risks of Overbuilding, Ares’ Says
  Bloomberg
• E.U. Proposes 50% Steel Tariffs as Trump Effect Ripples Around World
  NYT
• The Vulnerability of a Divided Nation
  WSJ
• Japan’s next PM needs Takanomics, not Abenomics
  FT
• France’s political crisis leaves budget plans in disarray
  FT
• El-Erian: What is happening in France may not stay in France
  FT

General

• Gold Moves Closer to $4,000 on US Shutdown and French Crisis
  Yahoo/Bloomberg
• Stocks are little changed as traders await more progress on ending shutdown: Live updates
  CNBC
• Dot-Com Fears Rise With Tech Stocks Seeing $100 Billion Swings
  Yahoo/Bloomberg
• Yen Carry Trade Is Back on Radar After Likely Next PM Takaichi Jolts Markets
  Yahoo/Bloomberg
• Scoop: White House memo says furloughed federal workers aren't entitled to back pay
  Axios
• Transportation secretary says government shutdown adds stress on air traffic controllers
  AP
• Canadian PM Carney visits Trump as relations between the longtime allies sit at a low point
  AP
• Foreign adversaries are using multiple AI tools to power hacks: OpenAI
  Axios
• Macron should step down early and call presidential vote, says his first PM
  BBC
• Japan’s Household Spending Rises More Than Expected in August
  Yahoo/Bloomberg
• European Union to curb Russian diplomats' travel, FT says
  Reuters
• Macron’s Last-Ditch Bid for Political Accord Suffers Early Blows
  Bloomberg
• Fed Likely to Tap Quantitative Easing If Risk Assets Plunge, Ex-GIC CIO Says
  Bloomberg
• China Is Joining Russia’s Shadow War on Europe
  Bloomberg
• Saudi Arabia’s Major Projects in ‘Uneven’ Progress, Moody’s Says
  Bloomberg
• Trump to Unveil Farmer Aid as China Shuns U.S. Crops
  NYT
• OpenAI’s computing deals top $1tn
  FT
• Can Emmanuel Macron break France’s political deadlock?
  FT
• France in fresh political and market turmoil after prime minister resigns
  FT
• Emerging markets roar back with biggest stock rally in 15 years
  FT

Evening

• Stock futures are slightly lower after S&P 500, Nasdaq log new highs: Live updates
  CNBC
• Gold Heads Closer to $4,000 as US Shutdown Bolsters Haven Demand
  Yahoo/Bloomberg
• Senate votes for fifth time against advancing legislation to end the shutdown
  Politico
• Trump says he’s open to health care deal but government must reopen first
  AP
• What we know about National Guard deployments in Chicago and Portland
  AP
• Japan Faces High-Stakes Bond Sale After Takaichi Wins Vote
  Bloomberg
• Citadel’s Griffin Calls Rush to Gold as Safer Asset ‘Concerning’
  Bloomberg
• Trump Open to Healthcare Talks With Democrats Amid Shutdown
  WSJ
• The AI Arms Race Gets Even Hotter
  WSJ
• The World’s Worst Job Is in France
  WSJ

Monday, October 6, 2025

Afternoon

• S&P 500, Nasdaq close at fresh records to start week, helped by AMD gains
  CNBC
• White House Ups Pressure on Democrats If Shutdown Persists
  Yahoo/Bloomberg
• Trump Says US Tariffs on Heavy Truck Imports to Begin Nov. 1
  Yahoo/Bloomberg
• Macron Seeks Last-Ditch Talks to Salvage France’s Government
  Yahoo/Bloomberg
• Ukraine says it struck Russian ammunition plant, oil terminal and weapons depot
  AP
• Bond Volatility Is Collapsing as US Shutdown Creates Data Void
  Bloomberg
• What to Expect From the Federal Government Shutdown
  WSJ
• Can Emmanuel Macron stop France’s political unravelling?
  FT
• The damaging twilight of the Macron presidency
  FT

General

• Gold Powers Toward $4,000 as US Government Shutdown Drags On
  Yahoo/Bloomberg
• Stocks rise to kick off new week after big bank deal, AMD OpenAI partnership: Live updates
  CNBC
• Japan's stocks zoom, yen slumps as Takaichi win dims BOJ hike bets
  Yahoo/Reuters
• French Markets Sink Amid Growing Fears of Political Paralysis
  Yahoo/Bloomberg
• Trump Threatens Job Cuts If Democrats Don’t End Shutdown Monday
  Yahoo/Bloomberg
• Factbox-US government shutdown: How it affects key economic data publishing
  Yahoo/Reuters
• Online Holiday Spending Expected to Rise 5.3%, Fueled by Debt
  Yahoo/Bloomberg
• OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
  AP
• AI venture funding continued to surge in third quarter, data shows
  Yahoo/Reuters
• Trump’s Contradiction: Demanding Steep Rate Cuts for a ‘Booming’ Economy
  Yahoo/Bloomberg
• Trump, tariffs and trans rights: The Supreme Court's history-making term
  Axios
• Factbox-Foreign companies eye US expansion to lessen fallout from tariffs
  Yahoo/Reuters
• Macron’s crisis deepens as new French PM and government quit
  Politico
• French PM resigns hours after naming government, plunging France further into political chaos
  AP
• Goldman Sees Japan Bond ‘Shocks’ Spilling Over to Treasuries
  Bloomberg
• Lame-Duck Macron Is Now a Sitting Duck Too
  Bloomberg
• Takaichi Adviser Says October Too Early for BOJ Rate Hike
  Bloomberg
• Government Shutdown Drags On With Little Pressure to Break Impasse
  WSJ
• Nasdaq Has Become the Market of Choice for Dubious Penny-Stock IPOs
  WSJ
• The Coming Trump Tariff Bailout
  WSJ
• Japan’s Next Prime Minister Could Make Rate Increases Tricky for Bank of Japan
  WSJ
• Why Insurers Are Taking Your Money to the Cayman Islands
  WSJ
• America is now one big bet on AI
  FT
• The damaging twilight of the Macron presidency
  FT
• IMF vs SRT: Let’s get systemic
  FT
• ‘Enormous fear’: Trump’s threats against George Soros chill US non-profits
  FT
• The dangers of war in the grey zone
  FT

Sunday, October 5, 2025

General

• Stock Traders Brace for Extended Shutdown Amid Lofty Valuations
  Yahoo/Bloomberg
• Wall St eyes Washington standoff with stocks near records
  Yahoo/Reuters
• Layoffs will start if shutdown talks 'going nowhere', says White House
  Reuters
• As shutdown drags on, US voters see blame game threatening Democrats and Republicans
  Reuters
• Trump plans aid package for US soybean farmers while seeking trade deal with China
  AP
• Trump to Send Guard to Illinois Over Pritzker’s Objection
  Yahoo/Bloomberg
• How hedge funds performed in September
  Reuters
• Takaichi win as Japan leader may delay, not derail, BOJ rate hikes
  Reuters
• Russia rains drones and missiles on western Ukraine, Poland scrambles aircraft
  Reuters
• Poland scrambles jets again as Russian airstrikes kill 5 in Ukraine
  Politico
• Putin says Tomahawk supply to Ukraine would destroy U.S. relations
  Reuters
• Israel and Hamas prepare for negotiations in Egypt ahead of possible ceasefire
  AP
• This Will Be the Supreme Court’s Most Consequential Term Yet
  Bloomberg
• Takaichi Win to Support Japanese Stocks, Weigh on Yen, Bonds
  Bloomberg
• AI Investors Are Chasing a Big Prize. Here’s What Can Go Wrong.
  WSJ
• Why Corporate Bonds Are on a Tear
  WSJ
• Trump’s Team Hones Message on Economy: Just Wait Until 2026
  WSJ
• Japan’s Ruling Party, Following Global Trend, Veers Right
  WSJ
• Impact of Trump tariffs is beginning to show in US consumer prices
  FT