Daily News Links

8490 posts

Saturday, September 27, 2025

General

• Scoop: Congressional trips canceled ahead of potential shutdown
  Axios
• South Korea cannot pay $350 billion to US for tariff deal as Trump suggests, top aide says
  Yahoo/Reuters
• "The first domino": Comey indictment sets MAGA retribution in motion
  Axios
• Defense Secretary Pete Hegseth to tell hundreds of generals about the 'warrior ethos' in rare gathering: Sources
  ABC
• Canada Wants To Lure Tech Workers Who Won’t Get US H-1B Visas
  Yahoo/Reuters
• More drones spotted near Danish military bases
  Politico
• Russia addresses world leaders at UN three years into Ukraine invasion
  AP
• Trump Expands Tariffs Beyond Supreme Court’s Reach
  NYT
• Get Ready for Higher Health Insurance Premiums Next Year
  NYT
• Trump Is Reasserting U.S. Dominion Over Latin America
  WSJ
• A Timeline of Key Moments in American Capitalism
  WSJ
• Hedge-Fund Stars Are Making So Much Now That They Are Hiring Agents
  WSJ
• Trump’s Red Line to Vladimir Putin
  WSJ
• Donald Trump’s retribution: Comey indictment raises fears of politicised US justice
  FT
• US lifeline for Argentina relies on IMF backstop, say analysts
  FT

Friday, September 26, 2025

General

• Stocks rise after in-line PCE inflation report: Live updates
  CNBC
• Gold Heads for Sixth Weekly Gain on Risk-Off Tone and ETF Flows
  Yahoo/Bloomberg
• Asian shares tumble after Trump says he will impose new tariffs on drugs and other goods
  AP
• Core inflation rate held at 2.9% in August, as expected, Fed’s gauge shows
  CNBC
• US consumer spending increases solidly in August
  Yahoo/Reuters
• Trump to put import taxes on pharmaceutical drugs, kitchen cabinets, furniture and heavy trucks
  AP
• Trump Plans New Tariff Push With 100% Rate on Patented Drugs
  Yahoo/Bloomberg
• Trump says South Korea, Japan will pay billions 'upfront' in investment
  Yahoo/Reuters
• Profit margin on flipping a home is at a 17-year low due to high prices
  AP
• Bessent Puts US Money at Risk in $20 Billion Argentina Backstop
  Yahoo/Bloomberg
• Canada's GDP rebounds in July after three months of contraction
  Yahoo/Reuters
• BOJ likely to hike rates to 1.5% under Ueda, former board member predicts
  Yahoo/Reuters
• Europeans Privately Tell Russia They’re Ready to Shoot Down Jets
  Yahoo/Bloomberg
• David Einhorn Sounds Warning on the AI Spending Splurge
  Yahoo/Bloomberg
• Russian foreign minister says Moscow is in a ‘real war’ with NATO, Europe
  Politico
• Russia dares NATO to shoot
  Axios
• Trump escalates retribution campaign with charges against Comey and threats against liberal groups
  AP
• Fed’s Barkin Says Risks to Employment and Inflation Are Limited
  Bloomberg
• US Insists India Halt Russia Oil Purchases to Secure Trade Deal
  Bloomberg
• New Tariffs Shock Countries Reeling From Trump’s Chaotic Trade War
  NYT
• Trump Takes Aim at Chip Makers With New Plan to Throttle Imports
  WSJ
• Spending on AI Is at Epic Levels. Will It Ever Pay Off?
  WSJ
• Fed Independence Reaches Its Moment of Truth as Supreme Court Weighs Cook’s Fate
  WSJ
• How Trump’s Deportation Effort Is Playing Out, in Charts
  WSJ
• Hegseth Orders Top U.S. Military Officers to Washington for Mystery Meeting
  WSJ
• Suspected Russian Drone Incursions Expose Gaps in NATO Defenses
  WSJ
• China launches sweeping probe into Mexican tariffs as trade war widens
  FT
• China’s industrial policy is destroying its economy
  FT
• Russia is helping train China’s paratroopers, leaked files show
  FT

Thursday, September 25, 2025

Evening

• Stock futures are little changed ahead of key inflation report: Live updates
  CNBC
• Treasury Yields Set Three-Week High as Data Clouds Rate-Cut Path
  Yahoo/Bloomberg
• Economic, Political Stakes Loom as US Shutdown Threat Rises
  Yahoo/Bloomberg
• Former FBI Director James Comey indicted
  Axios
• Fed’s Cook Warns Supreme Court of Market ‘Chaos’ If She’s Fired
  Yahoo/Bloomberg
• Fed's Miran presses case for fast rate cuts, but other policymakers push back
  Yahoo/Reuters
• The frozen job market is dire for entry-level workers
  Axios
• Hegseth abruptly summons top military commanders to a meeting in Virginia next week
  AP
• Bank Reserves at Fed Fall Below $3 Trillion Amid Liquidity Drain
  Bloomberg
• Goldman Warns of Stock Volatility, Finds Catalysts to Play
  Bloomberg
• Trump Wades Into Bailout Politics in Offering a Lifeline to Argentina
  NYT
• China Bought $12.6 Billion in U.S. Soybeans Last Year. Now, It’s $0.
  NYT
• Democrats Dig In on Shutdown Stance After White House Threatens to Fire Workers
  WSJ
• Unusual Trading Ahead of Crypto-Treasury Deals Draws Scrutiny From U.S. Regulators
  WSJ

General

• S&P 500 declines for a third day as Oracle and Nvidia continue to fall: Live updates
  CNBC
• Silver Hits $45 for First Time Since 2011 as Gold Nears Record
  Yahoo/Bloomberg
• Treasury Yields Climb to Three-Week High Before Fed Speakers
  Yahoo/Bloomberg
• Jobless claims tumble to 218,000, well below estimate despite fears of labor market weakness
  CNBC
• US economy expanded at a surprising 3.8% pace in significant upgrade of second quarter growth
  AP
• White House raises specter of mass firings if government shuts down
  Axios
• Fed’s Miran Says US Economy’s Vulnerability Calls for Rapid Cuts
  Yahoo/Bloomberg
• Stephen Miran, who Trump nominated to undermine Fed independence, once wrote a scathing critique of how the Fed wasn’t independent enough
  Yahoo/Fortune
• Fed’s schmid: currently fed is close to meeting its mandates, but policy must look forward.
  Reuters
• China signals that purchases of US soybeans hinge on tariff removal
  Yahoo/Reuters
• AI's trillion-dollar data center bet
  Axios
• Japan's corporate service inflation perks up in August
  Yahoo/Reuters
• Denmark Investigates Russia in Second Drone Attack in a Week
  Yahoo/Bloomberg
• Exclusive: Russian officials must end war or find bomb shelters, Zelensky says
  Axios
• Exclusive: Chinese drone experts worked with sanctioned Russian arms maker, sources say
  Reuters
• US Economy Grows at Fastest Pace in Nearly Two Years on Consumer Spending
  Bloomberg
• Emerging-Market Assets Decline as Political Risks Proliferate
  Bloomberg
• Le Pen Turns Up Pressure on Macron With Push for French Election
  Bloomberg
• UK Budget Angst Hits Gilt Sales as Investor Appetite Fades
  Bloomberg
• Former BOJ Board Member Expects Rate Hike as Early as Next Month
  Bloomberg
• There Are More Robots Working in China Than the Rest of the World Combined
  NYT
• White House to Pursue Mass Firings if Government Shuts Down
  WSJ
• Durable-Goods Orders Bounce Back on Surge in Aircraft Demand
  WSJ
• Denmark Says New Drone Flights Over Military Base, Airports Are ‘Hybrid Attack’
  WSJ
• Higher Electricity Prices Aren’t All Good for Utilities
  WSJ
• Drones seen at 4 more Danish airports in ‘systematic’ attack
  FT
• Trump’s biggest inflation worry might not come from his tariffs on goods
  FT
• Stress-testing central bank independence
  FT
• Can a US bailout save Argentina’s Javier Milei?
  FT
• European officials fear Trump is preparing to blame them for Ukraine failure
  FT

Evening

• Stock futures are little changed ahead of key jobs data: Live updates
  CNBC
• Jeffries rules out handshake deal with GOP to avert shutdown
  Axios
• South Korea's Lee and Bessent discuss conditions for US tariff deal
  Yahoo/Reuters
• Bessent Halts Argentina Crisis as US Lifeline Upends Short Bets
  Bloomberg
• US Corporate-Bond Sales Surge as Borrowing Costs Keep Falling
  Bloomberg
• Disney Gears Up for Legal Fight With Trump Over Kimmel’s Return
  Bloomberg
• A Federal Shutdown May Be Imminent. How Would It Affect the Economy?
  NYT
• A New Start for Trump on Ukraine?
  WSJ
• Who’ll Lose When Government Shuts Down?
  WSJ
• China’s Xi Takes Veiled Swipe at Trump, Announces Climate Plan
  WSJ
• Every Nation Wants to Copy Iran’s Deadly Shahed Drone
  WSJ
• Top Federal Reserve official warns against quick series of rate cuts
  FT
• The battle for US media freedom
  FT

Wednesday, September 24, 2025

Afternoon

• Stocks dip for a second day as investors continue selling AI plays Nvidia and Oracle: Live updates
  CNBC
• Argentine assets rally as Bessent details strong US support
  Yahoo/Reuters
• New home sales soar 20% in August to a three-year high
  CNBC
• Bessent widens scope for next Fed chair as he looks for someone with 'open mind'
  Yahoo Finance
• Ukraine’s president says the world is in ‘the most destructive arms race in history’
  AP
• Russia to Trump: We’re a real bear, not a paper tiger
  Politico
• Crypto ETFs set to flood US market as regulator streamlines approvals
  Reuters
• Mexico's inflation speeds up in early September
  Reuters
• Bessent Chides Powell for Not Championing Interest Rate Cuts
  Bloomberg
• Kimmel Reactions Span the Same Deep Political Divide He Exposed
  Bloomberg
• Why Russia’s Airspace Violations Are Pressuring NATO to Respond
  Bloomberg
• Nomura’s McElligott Says Keep Hedging as Euphoria Powers Stocks
  Bloomberg
• The Rate Debate Dividing the Fed
  NYT
• Bessent Says U.S. Talking With Argentina About $20 Billion in Aid
  WSJ
• South Korean investment is now imperilled in the US
  FT

General

• Stocks are little changed after S&P 500 pulls back from record highs: Live updates
  CNBC
• Oil Extends Gain as Investors Track Russia Tensions, Supply Risk
  Yahoo/Bloomberg
• Treasury's Bessent says he's looking for someone with an open mind for Fed chair
  Yahoo/Reuters
• Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes
  Yahoo/Bloomberg
• The Fed's unity is already fraying
  Yahoo Finance
• Mortgage demand stalls after mini refinance boom
  CNBC
• Trump’s apparent U-turn on Ukraine cheers Europeans amid deeper skepticism about US policy
  Politico
• Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT
  FT
• Stephen Miran’s Rate-Cut Arguments Don’t Add Up
  WSJ
• Trump Threatens ABC Over Decision to Allow Kimmel Back on Air
  WSJ
• Milei Is Counting on Trump to Bail Argentina Out of an Economic Mess
  WSJ
• Get Rich or Get Wiped Out: Bitcoin’s Hottest New Trade
  WSJ
• How Zelensky’s Charm Offensive Reversed Trump’s Skepticism on Ukraine
  WSJ
• Australian Inflation Accelerates to Highest Level in a Year
  WSJ
• Bessent says US in talks with Argentina over $20bn swap line
  FT
• US debt investors raise alarm over lending standards
  FT
• Auto lender’s bust raises alarms over financial health of US households
  FT

Tuesday, September 23, 2025

Evening

• US stocks slip as Wall Street’s relentless rally takes a pause
  AP
• Powell signals Federal Reserve to move slowly on interest rate cuts
  AP
• In extraordinary shift, Trump says Ukraine can win war with Russia
  Axios
• Trump says he now believes Ukraine can win back all territory lost to Russia with NATO’s help
  AP
• Trump's stunning pivot on Ukraine thrills hawkish Republicans
  Axios
• Trump Blasts UN Over Immigration, Climate in Combative Speech
  Yahoo/Bloomberg
• Trump cancels White House meeting with Schumer and Jeffries despite risk of a government shutdown
  AP
• Bank of Canada head: Trump is raising questions about independence of US monetary policy
  Yahoo/Reuters
• Trump Denies Climate Change and Twists Facts in UN Speech
  Bloomberg
• US High-Grade Bond Market Is Having Its Busiest September Ever
  Bloomberg
• Rise in Fed Funds Rate Signals Potential Liquidity Strain
  Bloomberg
• Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes
  Bloomberg
• Trump Rejects Meeting With Democrats as Shutdown Approaches
  WSJ
• Powell Describes Rates as ‘Modestly Restrictive,’ Keeping Door Open to Cuts
  WSJ
• Bank of Canada’s Macklem Warns U.S. Dollar Losing Appeal as Hedge
  WSJ
• Trump says Ukraine can win back all of its territory seized by Russia
  FT
• US floats ‘large and forceful’ financial intervention to support Argentina
  FT

General

• Stocks are little changed after 3-day win streak for S&P 500: Live updates
  CNBC
• Gold Reaches Fresh Record as Rate-Cut Hopes Draw Investor Demand
  Yahoo/Bloomberg
• US Bonds Halt Losses Since Fed Meeting as Focus Turns to Powell
  Yahoo/Bloomberg
• Oil Declines for Fifth Day as Supply Concerns Come to the Fore
  Yahoo/Reuters
• An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says
  Yahoo/Bloomberg
• China Rare Earths Issue Remains Unresolved, US Lawmaker Says
  Yahoo/Bloomberg
• South Korean president says US tariffs talks worrying FX market
  Yahoo/Reuters
• Tariffs Will Hit Slowing U.S. Economy Hard in 2026, OECD Says
  Yahoo/WSJ
• Denmark links drones at Copenhagen airport to hybrid attacks across Europe
  Reuters
• Euro-Zone Private Sector Grows at Fastest Pace in 16 Months
  Bloomberg
• Miran Is Contradicting Himself on the Case for Big Rate Cuts
  Bloomberg
• Private Equity Leans on Weaker Credit Safeguards, Moody’s Says
  Bloomberg
• Bank of England and OECD Sound Warnings on Sticky UK Inflation
  Bloomberg
• NATO Pledges ‘Robust’ Response to Russian Airspace Breaches
  Bloomberg
• The Potential Consequences of Kimmel’s Comeback
  NYT
• Trump’s $100,000 Visa Fee Puts Many Tech Start-Ups in a Bind
  NYT
• How Nvidia Is Backstopping America’s AI Boom
  WSJ
• Why Nvidia Is Spending So Much Money
  WSJ
• Trump’s Pressure Campaign Strains Justice Department
  WSJ
• How bad could private credit default rates get?
  FT
• Argentina’s Javier Milei to meet Donald Trump for talks on US financial lifeline
  FT
• How Argentina’s Javier Milei lost the markets and turned to Donald Trump
  FT
• Russian fuel exports drop as Ukraine intensifies its strikes on oil refineries
  FT
• Chinese cargo ship docks in Russian-occupied Crimea
  FT
• Crypto hoarders turn to share buybacks in push to boost falling stock prices
  FT
• America’s accelerating exit from itself
  FT

Monday, September 22, 2025

Evening

• Stock futures are little changed after 3-day win streak for S&P 500: Live updates
  CNBC
• Miran defends low-rate view as colleagues caution on further cuts
  Reuters
• Most CEOs say Trump policy has harmed their businesses, new survey finds
  Axios
• Supreme Court will weigh expanding Trump’s power to shape agencies by overturning 90-year-old ruling
  AP
• Fed’s Hammack Says Inflation Too High, Must Be Cautious Easing
  Bloomberg
• China Floods the World With Cheap Exports After Trump's Tariffs
  Bloomberg
• U.S. Treasury Chief Hints at Argentina Financial Rescue
  WSJ

Afternoon

• S&P 500 scales to fresh record high as new week of trading begins: Live updates
  CNBC
• Treasury chief: US ready to support Argentina, leaders to meet Tuesday
  Yahoo/Reuters
• Fed officials throw doubt on need for further cuts
  Yahoo/Reuters
• Fed's Bostic sees no further rate cuts this year, WSJ reports
  Yahoo/Reuters
• Fed’s Musalem Says There Is Limited Room for More Rate Cuts
  Yahoo/Bloomberg
• Trump appointee to Federal Reserve calls for steeper rate cuts
  AP
• Miran: Neutral rate is falling, and Fed needs to accommodate it
  Yahoo/Reuters
• As the world convulses in war and contentiousness, its leaders convene at the UN to figure it out
  AP
• Pennsylvania Threatens to Go ‘Own Way’ If Grid Doesn’t Change
  Yahoo/Bloomberg
• US Treasuries Edge Lower as Traders Face a ‘Fed Talk Fest’
  Bloomberg
• Fed’s Miran Says Policy Too Tight, Risking Higher Unemployment
  Bloomberg
• How Looming US Government Shutdowns Became Routine
  Bloomberg
• Trump’s Fed Pick Outlines Case for Slashing Interest Rates
  NYT
• How to Silence Dissent, Bit by Bit Until Fear Takes Over
  NYT
• U.S. Treasury Chief Hints at Argentina Financial Rescue
  WSJ
• Nvidia to Invest Up to $100 Billion in OpenAI
  WSJ
• A $125 Million Mansion Lists in L.A. as the Market Shows Signs of Life
  WSJ
• US offers financial lifeline to Argentina’s Javier Milei
  FT

General

• Stocks fall to start the week after Dow, S&P 500 hit fresh records: Live updates
  CNBC
• Gold Punches to Record on Rate-Cut Outlook as ETFs Draw In Flows
  Reuters
• Powell, Miran among slew of Fed officials speaking this week as policy shifts
  Yahoo/Reuters
• Trump’s Visa Shock Strains India-US Ties, Clouds Trade Talks
  Yahoo/Bloomberg
• Hedge funds pile into banks, insurance, consumer finance, Goldman Sachs says
  Yahoo/Reuters
• Inside Trump's deal to save TikTok
  Axios
• Japan’s LDP Leadership Race Kicks Off With Five Contenders
  Yahoo/Bloomberg
• Japan PM contender Hayashi backs BOJ rate-hike strategy
  Yahoo/Reuters
• China leaves benchmark lending rates unchanged as expected, despite Fed rate cut
  Yahoo/Reuters
• Inflation Is Worse Than the CPI Shows, Says Ex US Comptroller
  Bloomberg
• China’s Central Bank Revives Liquidity Tool Before Long Holiday
  Bloomberg
• China’s Labor Market Distress Spreads at Worst Time for Deflation Fight
  Bloomberg
• Cyberattack Forces Brussels Airport to Cancel More Flights
  NYT
• U.S. Treasurys Regain Appeal as Tariff Concerns Ease
  WSJ
• The U.S. Is Forfeiting the Clean-Energy Race to China
  WSJ
• France Is Replacing Italy as Europe’s Poster Child of Fiscal Woe
  WSJ
• Home equity loans will keep US housing market tight
  FT
• Hackers target supply chains’ weak links in growing threat to companies
  FT
• How top hedge funds can pay traders $100mn
  FT
• Putin is playing a dangerous game with Nato
  FT

Evening

• Stock futures are little changed after Dow, S&P 500 hit fresh records: Live updates
  CNBC
• Charlie Kirk memorial updates: 'I forgive him,' Erika Kirk says of alleged shooter
  ABC
• "Path to a dictatorship": Democrats flame Trump's public pressure on Bondi
  Axios
• Exclusive: South Korea's President Lee says US investment demands would spark financial crisis
  Reuters
• Modi urges Indians to get rid of foreign products amid strained US ties
  Reuters
• Citadel Securities’ Trading Engine Runs on 5,000 Goals and One Giant Binder
  Bloomberg
• Starmer, Macron and Trump prepare for high drama at the UN
  FT

Sunday, September 21, 2025

General

• Fed's Powell, Miran set to speak with stocks at record highs: What to watch this week
  Yahoo Finance
• Trump says meeting Democrats to avert shutdown unlikely to help
  Yahoo/Bloomberg
• Investors Turn to Derivatives for US Corporate Bonds As Issuers Can't Keep Up
  Yahoo/Bloomberg
• Popular Hedge Fund Options Strategy Attracts Contrarian Bets
  Yahoo/Bloomberg
• What we know about the cyberattack that hit major European airports
  CNBC
• Rise of the new radical internet
  Axios
• The Taliban reject Trump’s bid to retake Bagram Air Base in Afghanistan
  AP
• Trump says 'bad things' will happen if Afghanistan does not return Bagram air base
  Reuters
• What Wall Street Sees in the Data Center Boom
  NYT
• What Will U.S. Capitalism Look Like in 50 Years? Seven Experts Weigh In
  WSJ
• Trump Pushes Attorney General Pam Bondi to Prosecute Political Foes
  WSJ
• Ukraine’s Supply Runs Turn to Nightmares as Drones Menace Roads Far Beyond the Front
  WSJ
• Private equity groups warn of mis-selling as sector opens up to individual investors
  FT
• How ‘Safe China’ sells its security strategy to the world
  FT