Daily News Links

8490 posts

Saturday, October 4, 2025

General

• Shutdown will stretch into another week as Senate standoff continues
  Politico
• Five Senate Democrats the GOP is trying to flip on government funding
  The Hill
• Million-dollar homes are the fastest-moving part of the housing market as wealth gap grows
  Yahoo Finance
• California's home insurer of last resort seeks 36% rate hike following January fires
  Yahoo/LAT
• Japan’s ruling party elects Sanae Takaichi as new leader, likely to become first female PM
  AP
• Japan's Takaichi sees need to achieve demand-driven inflation
  Yahoo/Reuters
• Dozens injured in ‘savage’ Russian drone strike on Ukrainian railway station
  AP
• Why Fears of a Trillion-Dollar AI Bubble Are Growing
  Bloomberg
• Japan Braces for Shift to Right Under ‘Iron Lady’ Fan Takaichi
  Bloomberg
• Will Sanae Takaichi Be Japan’s Thatcher, or Its Truss?
  Bloomberg
• Ukraine Claims New Strike on Major Russia Oil-Export Refinery
  Bloomberg
• Trump Seizes On Shutdown to Punish Political Foes
  NYT
• Shutdown Lays Bare America’s Latest Crisis: A Total Breakdown in Trust
  WSJ
• Federal-Worker Buyouts Are Kicking In, Darkening the U.S. Employment Picture
  WSJ
• Sam Altman Goes on Globe-Trotting Tour in Dash for Funds and AI Computing Power
  WSJ
• Japan set for first female PM after Sanae Takaichi wins leadership race
  FT

Friday, October 3, 2025

General

• Stocks are little changed as AI trade drives market to fresh highs, shutdown grinds on: Live updates
  CNBC
• Gold Set for Seventh Weekly Gain as US Shutdown Clouds Rate Path
  Yahoo/Bloomberg
• Democrats Dismiss Trump Firing Threats as US Shutdown Drags On
  Yahoo/Bloomberg
• Trump administration puts on hold $2.1 billion in Chicago infrastructure projects, Vought says
  CNBC
• Trump charts path to total control amid government shutdown
  Axios
• Bessent Sees China Progress as Soy Fight Echoes Rare-Earth Spat
  Yahoo/Reuters
• AI startup valuations raise bubble fears as funding surges
  Yahoo/Reuters
• Fed’s Use of Balance Sheet Wasn’t Unconventional, Says New York Fed’s Williams
  Yahoo/Bloomberg
• BlackRock Nears $40 Billion Data Center Deal in Bet on AI
  Yahoo/Bloomberg
• The wealth of the top 1% reaches a record $52 trillion
  CNBC
• BOJ's Ueda warns of global uncertainty, keep markets guessing on next hike
  Yahoo/Reuters
• Dudley: Maybe the Fed Shouldn’t Be Cutting Interest Rates
  Bloomberg
• Shutdown Gives Trump’s New Hatchet Man Chance to Shine
  Bloomberg
• Subprime Credit Troubles Send Shares of Consumer Lenders Reeling
  Bloomberg
• Gas Turbine Shortage Is Forcing Companies Back to Coal
  Bloomberg
• The Jobs Report That Wasn’t Leaves Economists Guessing
  NYT
• A.I. Is Driving a Stock Market Rally in China, Too
  NYT
• Lawmakers From Both Sides Pressed Pentagon on Legal Basis for Drug Boat Strikes
  WSJ
• Bank of Japan Still on Path to More Rate Hikes, Governor Says
  WSJ
• Europe to Push Back as Illegal Drone Incursions Multiply
  WSJ
• Tett: Investors could face a bonfire night surprise on Trump tariffs
  FT
• Short seller Jim Chanos predicts more First Brands fiascos in private credit
  FT
• Jeff Bezos hails AI boom as ‘good’ kind of bubble
  FT

Thursday, October 2, 2025

Evening

• Stock futures are little changed as AI trade drives market to fresh highs, shutdown grinds on: Live updates
  CNBC
• Trump says US is in ‘armed conflict’ with drug cartels after ordering strikes in the Caribbean
  AP
• Trump embraces Project 2025 after disavowing it during 2024 campaign
  Axios
• Applied Materials Warns of Sales Hit From Latest Curbs on China
  Yahoo/Bloomberg
• Putin praises Trump but warns supplies of US long-range missiles to Ukraine will badly hurt ties
  AP
• The First Brands Disaster Began With Business as Usual
  Bloomberg
• First Brands’ Fallout Exposes Risks of Lending Private Credit
  Bloomberg
• Brazil and China Team Up to Create New Investment Fund
  Bloomberg
• Nine Colleges in Hot Seat as Trump’s Sweeping ‘Compact’ Sparks Sharp Reactions
  WSJ
• Utah-based leasing giant challenges First Brands rescue loan
  FT

Afternoon

• US stocks drift near their records as tech keeps rising and Wall Street keeps ignoring DC’s shutdown
  AP
• Argentina's bonds wobble as investors eye US Bessent's support pledge
  Yahoo/Reuters
• Federal shutdowns usually don’t do much economic damage. There are reasons to worry about this one
  AP
• Trump uses government shutdown to dole out firings and political punishment
  AP
• Six months later, the future of Trump's tariffs is murkier than ever
  Axios
• Trump asks 9 colleges to commit to his political agenda and get favorable access to federal money
  AP
• Trump declares drug cartels operating in Caribbean unlawful combatants
  AP
• Bridgewater Soars 26% to Lead Pack of Biggest Hedge Funds
  Yahoo/Bloomberg
• Private Credit Gets Creative as Fundraises Take Longer Than Ever
  Bloomberg
• Fed’s Logan Sees More Work to Do in Reaching Inflation Target
  Bloomberg
• Greenland Deepens EU Ties in Rebuff to Trump’s Bid for Influence
  Bloomberg
• Trump Threatens Far-Reaching Cuts at Federal Agencies
  WSJ
• Trump’s Budget Chief, Slayer of Big Government, Moves Quickly in Shutdown
  WSJ
• Can China Save Itself if the Rest of the World Won’t?
  WSJ

General

• Gold Holds Five-Day Rally on Fed Cut Bets, US Shutdown Concerns
  Yahoo/Bloomberg
• S&P 500 rises as investors look past government shutdown: Live updates
  CNBC
• Goldman Sachs Sees More Upside for Gold on Private Interest
  Yahoo/Bloomberg
• The federal shutdown will cut off vital economic data, including Friday’s jobs report
  AP
• Trump touts shutdown as ‘unprecedented opportunity’ to cut ‘Democrat Agencies’
  CNBC
• White House freezes funds for Democratic states in shutdown slap
  Reuters
• Trump’s $7.6 Billion Energy Cuts Hit California Grid Upgrade
  Yahoo/Bloomberg
• DOE ends billions in clean-energy awards after Vought post
  Axios
• US layoffs fall in September but year-to-date planned hiring at lowest in 16 years
  Reuters
• Corporate borrowers face funding trade-off as PIMCO flags debt market ‘cracks’
  CNBC
• Axios Vibes: Grocery price pain rises, in warning sign for Trump and GOP
  Axios
• US memo to colleges proposes terms on ideology, foreign enrollment for federal funds
  Reuters
• The Party That Ruled Japan for Decades Is in Danger of Crumbling
  Yahoo/Bloomberg
• EU to Propose Doubling Tariff Rate on Steel Imports to 50%
  Yahoo/Bloomberg
• France urges tougher action against Russia, saying drones should be shot down and oil ships stopped
  AP
• Trump to Talk Federal Job Cuts With White House Budget Chief
  Bloomberg
• Japan’s Sleepy $8 Trillion Bond Market Wakes Up as Yields Climb
  Bloomberg
• The Mysterious Billionaire Boss at Jane Street Smashing Trading Records
  Bloomberg
• Zombie Summer in October Hangs Over Much of the US Heartland
  Bloomberg
• Fed’s Independence Remains at Risk Despite Temporary Legal Victory
  NYT
• The Consequences of Trump’s Setback at the Fed
  NYT
• New Tariffs Could Worsen America’s Housing Crisis
  NYT
• Trump to Meet With Budget Chief to Discuss Cuts to Agencies
  WSJ
• The Health Insurance Subsidies at the Center of the Government Shutdown Fight
  WSJ
• Trump’s Budget Chief, Slayer of Big Government, Moves Quickly in Shutdown
  WSJ
• The Supreme Court Just Became the Last Line of Defense for Fed Independence
  WSJ
• OpenAI Valuation Hits $500 Billion While Altman Signs More Deals in Asia
  WSJ
• In a Sea of Tech Talent, Companies Can’t Find the Workers They Want
  WSJ
• White House Asks Colleges to Sign Sweeping Agreement to Get Funding Advantage
  WSJ
• U.S. to Provide Ukraine With Intelligence for Missile Strikes Deep Inside Russia
  WSJ
• France Detains Russian ‘Shadow Fleet’ Tanker Suspected in Drone Attack
  WSJ
• ‘No winners here’: US politicians in blame game over shutdown
  FT

Wednesday, October 1, 2025

Evening

• Gold prices soar to new records amid US government shutdown
  AP
• Stock futures are little changed as investors look past government shutdown: Live updates
  CNBC
• White House to begin firing federal workers within a "day or two"
  Axios
• Federal shutdown cuts off economic data vital to policymakers and investors
  AP
• A prolonged US government shutdown could impact your travel plans
  AP
• Macron says a tanker off France is linked to Russia’s shadow oil fleet
  AP
• Chicago Fed President Says Lack of Data During Shutdown Is ‘Problematic’ For Central Bankers
  Bloomberg
• Bessent’s Argentina Rescue Pledge Put to Test by Traders Attacking Peso
  Bloomberg
• Largest US Grid Costs Rose $7.3 Billion Due to Data Centers
  Bloomberg
• The Party That Ruled Japan for Decades Is in Danger of Crumbling
  Bloomberg
• White House Uses Shutdown to Maximize Pain and Punish Political Foes
  NYT
• White House, Lawmakers Float Ideas for Ending Government Shutdown
  WSJ
• America’s Pharmacist in Chief
  WSJ
• China Is Winning the Race for AI Robots
  WSJ
• Argentine assets hit by fresh selling amid worries over US bailout
  FT

Afternoon

• S&P 500 rises to new record, reversing earlier losses as traders bet on short-lived shutdown: Live updates
  CNBC
• Government shutdown live updates: Vance says layoffs coming if shutdown continues
  CNBC
• How long past government shutdowns have lasted
  Axios
• How Trump could use a government shutdown to turbocharge his economic agenda
  Yahoo Finance
• US government shutdown negative for credit rating, Europe's Scope warns
  Yahoo/Reuters
• Supreme Court lets Lisa Cook remain as a Federal Reserve governor for now
  AP
• BofA Surprised by September’s Record Corporate-Bond Binge
  Bloomberg
• Finance Firm Raistone Cuts Workers After First Brands Collapse
  Bloomberg
• First Brands Lenders Put Up $4.4 Billion to Avert Liquidation
  Bloomberg
• US Manufacturing Activity Contracts for Seventh Straight Month
  Bloomberg
• How Trump, Data Centers and Pricey Gas Are Fueling a US Coal Revival
  Bloomberg
• Italy Budget Draft Puts Deficit at EU’s 3% Limit Already in 2025
  Bloomberg
• What to Expect From the Federal Government Shutdown
  WSJ
• Trump Administration Freezes $18 Billion in NYC Infrastructure Funds
  WSJ
• Trump Keeps Blurring the Line Between Capitalism and Socialism
  WSJ
• Will Europe Admit It’s at War?
  WSJ

General

• Gold Surges to Record as US Government Shutdown Boosts Havens
  Yahoo/Bloomberg
• Stocks are lower as government shuts down: Live updates
  CNBC
• Dollar Extends Losing Streak as US Government Shutdown Begins
  Yahoo/Bloomberg
• Oil Extends Slide With Worries Over OPEC+ Output and US Shutdown
  Yahoo/Bloomberg
• Private payrolls declined in September by 32,000 in key ADP report coming amid shutdown data blackout
  CNBC
• Government shutdown live updates: Funding ends after Trump, GOP, Democrats fail to cut deal
  CNBC
• Government shutdown begins as nation faces new period of uncertainty
  AP
• Federal government shutdown begins after Congress fails to act
  Axios
• Traders’ Guide to Markets as US Government Shuts Down
  Yahoo/Bloomberg
• US Mortgage Rates Rise, Stalling Nascent Recovery in Home Demand
  Yahoo/Bloomberg
• While the government is closed, jobs and inflation data go unreported
  Yahoo Finance
• US Begins Government Shutdown With Trump, Democrats at Impasse
  Bloomberg
• Logan Says Fed Should Be Cautious With More Interest-Rate Cuts
  Bloomberg
• Trump pulls nomination of E.J. Antoni to lead Bureau of Labor Statistics, AP source says
  AP
• Fed liquidity facilities see tepid demand despite quarter end, repo rates climb
  Yahoo/Reuters
• Japan business mood improves, clears another hurdle for BOJ rate hike
  Reuters
• China September new home prices edge up, resale market falls: survey
  Reuters
• Australia Home Prices Post Biggest Monthly Gain in Two Years
  Yahoo/Bloomberg
• Trump's MAGA-fied military prepares for "war from within"
  Axios
• Macron warns Europe is now in ‘confrontation’ with Russia — live updates
  Politico
• Vance Downplays Layoffs While Johnson Urges Cuts in Shutdown
  Bloomberg
• How the US Government Shutdown Will Affect Key Agencies
  Bloomberg
• Taiwan Rejects US Demand for Half of Chips to Be Made in America
  Bloomberg
• Logan Says Fed Should Be Cautious With More Interest-Rate Cuts
  Bloomberg
• Cracks to Emerge in Old Private Credit Deals: Oaktree’s Poli
  Bloomberg
• Trump’s $550 Billion Demand Won’t Weaken Yen, Akazawa Says
  Bloomberg
• Shutdown Puts a Divided Fed in a Perilous Position
  NYT
• White House Withdraws Nominees to Lead Bureau of Labor Statistics, CFTC
  WSJ
• Taiwan Pushes Back on Idea of Shifting More Chip Production to U.S.
  WSJ
• A Once Unstoppable Luxury Housing Market Is Starting to Crack
  WSJ
• Trump’s Deployment of National Guard Troops, Explained
  WSJ
• ‘We’re not going to be bullied’: Democrats wage risky shutdown battle
  FT
• How long can Nvidia stay ahead of Chinese competition?
  FT
• Eurozone inflation rises to 2.2% in September
  FT
• James Anderson warns Nvidia’s $100bn OpenAI bet echoes dotcom bubble
  FT
• Russia’s hybrid war is ‘only the beginning’, warns Danish PM
  FT

Tuesday, September 30, 2025

Evening

• Stock futures are lower as government shutdown looms: Live updates
  CNBC
• Here are some effects of a government shutdown if Congress, Trump don’t reach a deal
  AP
• Trump Says ‘A Lot of Good’ Could Come From Government Shutdown
  Yahoo/Bloomberg
• Fed's Goolsbee: Will need to turn to other data sources if US reports suspended during shutdown -Fox Business
  Yahoo/Reuters
• Ford CEO Jim Farley says skilled labor shortage holds back 'made in America' ambitions
  Yahoo Finance
• Trump and Hegseth's plan for a MAGA military reset, told in 11 quotes
  Axios
• Trump Tells Generals the Military Will Be Used to Fight ‘Enemy Within’
  WSJ
• US vows to maintain tariffs regardless of Supreme Court ruling
  FT
• Rout in Japanese bonds heralds ‘pivotal change’
  FT

Afternoon

• Wall St set to trim quarterly gains as shutdown nears, threatens data flow
  Reuters
• US job openings increase moderately in August; hiring declines
  Yahoo/Reuters
• US consumer confidence declines again as Americans fret over prices, job market
  AP
• US consumer confidence weakens in September on labor market worries
  Yahoo/Reuters
• U.S. Home Prices Continued to Cool Ahead of Fed's Rate Cut
  MSN/WSJ
• Prices for home remodeling outpaced inflation in the second quarter due to labor costs
  AP
• Trump says military should use U.S. cities as "training grounds"
  Axios
• Hegseth to generals: Embrace MAGA military or quit
  Axios
• A Traders’ Guide to US Markets If the Government Shuts Down
  Bloomberg
• Trump Tells Generals the Military Will Be Used to Fight ‘Enemy Within’
  WSJ
• Global currency market swells to $10tn a day in tariff turmoil
  FT

General

• Stocks fall as U.S. government shutdown looms, but Wall Street heads for monthly gains: Live updates
  CNBC
• Oil Extends Drop as Traders Weigh Oversupply Ahead of OPEC+ Meet
  Yahoo/Reuters
• US government on brink of first shutdown in almost 7 years amid partisan standoff in Congress
  AP
• Government shutdown nears with no deal in Washington
  Reuters
• Shutdown talks go to the wire as Q3 ends
  Reuters
• What Trump told POLITICO about the impending government shutdown
  Politico
• Analysis-US auto bankruptcies show rising credit pain in low-income households
  Yahoo/Reuters
• Fed Vice Chair Jefferson says US job market weakening, could face stress
  Yahoo/Reuters
• Trump and Hegseth set to meet with hundreds of military leaders as speculation grows
  AP
• German inflation rises more than expected in September
  Reuters
• China factory activity shrinks again as firms watch for stimulus, US trade deal
  Yahoo/Reuters
• In UN speech, Beijing makes clear its intent to remold global norms, seizing on Trump’s retreat
  AP
• Japan's economy shows strain as factory output and retail sales drop
  Yahoo/Reuters
• US Equity Raising Tops $255 Billion as Recovery Hits Third Year
  Bloomberg
• Fed’s Jefferson Sees Risks to Both Inflation, Jobs Goals
  Bloomberg
• Japan’s Two-Year Bond Auction Sees Weakest Demand Since 2009
  Bloomberg
• A Jaguar Cyber Attack Flashes Code Red for Manufacturers
  Bloomberg
• How Government Shutdowns Affect the Economy
  WSJ
• No Deal Reached in Talks to Avoid Shutdown
  WSJ
• Investors Are Fretting That the Stock-Market Rally Is on Borrowed Time
  WSJ
• China’s DeepSeek Unveils New AI Model That Could Halve Usage Cost
  WSJ
• China’s factory activity suffers longest decline in six years
  FT
• Rise of ‘Accidental Landlords’ Is Bad News for Investors Who Bet Big on Rentals
  WSJ
• Weak Japan Data Poses Headache for Central Bank
  WSJ
• OpenAI’s era-defining money furnace
  FT

Monday, September 29, 2025

Evening

• Stock futures are little changed as investors look to end month on an upbeat note: Live updates
  CNBC
• Congressional leaders leave White House meeting without deal to avoid government shutdown
  AP
• Trump, Democrats leave meeting without deal to avoid government shutdown
  Axios
• US Plans Thousands of Shutdown Furloughs But Silent on Firings
  Yahoo/Bloomberg
• 'I think we're headed to a shutdown': What a government stoppage could look like
  Yahoo Finance
• Illinois governor says troops could be deployed to Chicago as immigration agents patrol downtown
  AP
• What a Looming Shutdown Means for Markets
  Bloomberg
• AI Data Centers Are Sending Power Bills Soaring
  Bloomberg
• No Deal Reached in Talks to Avoid Shutdown
  WSJ
• Trump Administration Opens New Front to Strip Harvard of Federal Funding
  WSJ
• US vice-president JD Vance warns US government is ‘headed to a shutdown’
  FT
• What happens if the US government shuts down?
  FT
• RIP the fed funds target?
  FT

Afternoon

• S&P 500, Nasdaq climb as investors brush off shutdown woes, hawkish talk
  Reuters
• Video gamer Electronic Arts to be acquired for $55 billion in largest-ever private equity buyout
  AP
• Fed's Williams says cutting rates aimed at bolstering job market
  Yahoo/Reuters
• Fed's Musalem: Open to further cuts but must be cautious
  Yahoo/Reuters
• Convertible bond deals surge to five-year high as firms hunt cheaper capital
  Yahoo/Reuters
• Trump says US to impose 100% tariff on movies made outside the country
  Reuters
• September US Junk Bond Issuance Nears Fifth Busiest Month Ever
  Bloomberg
• ‘Questionable, Incomplete’: Wall Street Rejects Miran’s Fed Call
  Bloomberg
• Insurers Are Embracing Private Credit Like It’s the 1920s, Blackstone’s Sherrill Says
  Bloomberg
• Trump Expands Global Technology Net With Rules Covering Subsidiaries
  NYT

General

• Gold Surges to Record on Weaker Dollar, Risk of US Shutdown
  Yahoo/Bloomberg
• Stocks jump as AI names rebound, EA surges on on takeover: Live updates
  CNBC
• Oil Dips as Traders Zero in on Prospect of More OPEC+ Supplies
  Yahoo/Bloomberg
• Government shutdown draws closer as congressional leaders head to the White House
  AP
• Republicans urge Democrats to agree to short-term bill to keep US government open
  Reuters
• Trump’s $900 Billion Funding Demands Face Korea, Japan Caution
  Yahoo/Bloomberg
• US SEC chairman Atkins vows to fast-track scrapping quarterly corporate reports, FT says
  Yahoo/Reuters
• Fed's Miran sees Trump economic overhaul driving down rates, others see a risky bet
  Yahoo/Reuters
• Fed's Hammack says US needs to maintain restrictive policy amid inflationary pressures
  Yahoo/Reuters
• Taiwan Must Help US to Make Half Its Chips, Commerce Chief Says
  Yahoo/Bloomberg
• "No one is safe": Democrats fear Trump will prosecute them next
  Axios
• US Gold Reserves Hit $1 Trillion in Value After Record Rally
  Yahoo/Bloomberg
• Global Debt Hits $338 Trillion at the Worst Possible Moment
  Forbes
• BOJ board's hawkish flex lowers bar for an October rate hike
  Reuters
• Moldova’s pro-EU party wins clear parliamentary majority, defeating pro-Russian groups
  AP
• Don't Take the Federal Reserve's Next Move for Granted
  Bloomberg
• US to See $350 Billion Nuclear Boom to Power AI, Report Says
  Bloomberg
• France Takes Aim at Wealthy as Way Out of Political Paralysis
  Bloomberg
• Trump Faces Democrats as Shutdown Deadline Nears
  WSJ
• The Credit Market Is Humming—and That Has Wall Street On Edge
  WSJ
• Debt Is Fueling the Next Wave of the AI Boom
  WSJ
• It’s Trump vs. Portland Again in Clash Over Federal Troops
  WSJ
• Pentagon Pushes to Double Missile Production for Potential China Conflict
  WSJ
• Japan’s Ruling Party Gears Up to Select Next Prime Minister
  WSJ
• BOJ Board Member Noguchi Raises Expectations for Rate Hike
  WSJ
• Gold punches through $3,800 an ounce as risk of US shutdown rattles markets
  FT
• French Socialists threaten to topple Emmanuel Macron’s new prime minister
  FT
• Wall Street regulator vows light touch and end to quarterly reporting
  FT
• Hedge funds and high-frequency traders are converging
  FT
• Stephen Miller: Donald Trump’s ‘prime minister’ executes his plan to reshape America
  FT
• Donald Trump’s erratic policymaking frays nerves at multinational groups
  FT

Sunday, September 28, 2025

Evening

• Stock futures are flat in overnight trading following a losing week: Live updates
  CNBC
• Trump to meet Democrats with both sides dug in on shutdown
  Yahoo/Bloomberg
• Trump threatens mass firings of federal workers if government shutdown isn’t averted, NBC News reports
  CNBC
• Trump will speak at a hastily called meeting of top military leaders, AP source says
  AP
• Trump to Host Last-Ditch Talks to Avoid Government Shutdown
  WSJ

General

• Wall St Week Ahead: Investors look to jobs data to support rate-cut path, pricey stock market
  Reuters
• Subdued US Job Growth Expected in Advance of Fed Meeting
  Yahoo/Bloomberg
• OPEC+ plans another oil output hike in November, sources say
  Yahoo/Reuters
• Trump Orders US Troops to Portland Citing Anti-ICE Protests
  Yahoo/Bloomberg
• Where tariffs are hiding, and how to tell if you're paying one
  Axios
• Russia pounds Kyiv, other regions in mass drone and missile attack
  Reuters
• Trump to Meet Congressional Leaders Monday as US Shutdown Nears
  Bloomberg
• The Echoes of 2007 Are Starting to Become Louder: Credit Weekly
  Bloomberg
• Inside the Trump Administration’s Push to Prosecute James Comey
  NYT
• Trump to Host Last-Ditch Talks to Avoid Government Shutdown
  WSJ
• Rate Cuts Might Not Cure What Ails the Job Market
  WSJ
• Xi Is Chasing a Huge Concession From Trump: Opposing Taiwan Independence
  WSJ
• Russian missiles and drones pound Ukraine in ‘savage’ 12-hour attack
  FT