Daily News Links

8490 posts

Saturday, September 20, 2025

General

• Wall St Week Ahead: US housing shares shine as Fed restarts rate cuts
  Reuters
• Trump Predicts Government Could ‘Very Well’ Shut Down Oct. 1
  Yahoo/Bloomberg
• Trump to Add New $100,000 Fee for H-1B Visas in Latest Crackdown
  Yahoo/Bloomberg
• Steve Bannon floats idea of Bessent running both Treasury and the Fed
  CNBC
• China sticks to its stance on TikTok’s US future after Trump call
  Reuters
• Cyberattack disrupts check-in systems at major European airports
  AP
• Argentina's central bank makes biggest daily dollar sale in six years to curb peso slide
  Reuters
• Russia launches a large-scale attack on Ukraine, killing 3 and wounding dozens
  AP
• Estonia seeks Nato consultation after Russian jets violate airspace
  Axios
• New to the Fed, Miran Defends Calls for Sharper Reduction in Interest Rates
  NYT

Friday, September 19, 2025

General

• Stocks are little changed after market rallies to all-time highs: Live updates
  CNBC
• Gold Nudges Higher as Traders Look for Clues on Rates and Dollar
  Yahoo/Bloomberg
• ‘Hedge America’ Trade Fuels Global Rush Into Short-Dollar Wagers
  Yahoo/Bloomberg
• House to vote on stopgap funding bill, but health care fight threatens a shutdown
  NPR
• Key parts of Trump's economic agenda now in Supreme Court's hands
  Reuters
• Senate Republicans squirm over FCC comments on Jimmy Kimmel
  Axios
• China Seeks Trade Edge by Shunning US Soy in First Since 1990s
  Yahoo/Bloomberg
• BOJ Governor Ueda's comments at news conference
  Yahoo/Reuters
• Ray Dalio Says US Monetary Order Is at Risk as Debt Mounts
  Yahoo/Bloomberg
• BofA’s Hartnett Says Magnificent 7 Stock Bubble Is Still Growing
  Yahoo/Bloomberg
• Late-night hosts react to Kimmel suspension
  Axios
• Bond Traders Battle Proposals to Cap Leverage in Repo Market
  Bloomberg
• US-Korea Talks Remain Unresolved Over Auto Tariff, Visa Issues
  Bloomberg
• BOJ Keeps Rates Steady and Says Will Begin Selling ETFs
  Bloomberg
• What the BOJ Unwinding Its ETF Holdings Means for Japan
  Bloomberg
• Japan Two-Year Government Bond Yield Rises to Highest Since 2008
  Bloomberg
• ‘It’s Going to Hurt Us’: Trump Puts 15,000 Offshore Wind Jobs at Risk With Halt Orders
  Bloomberg
• Europe Announces New Sanctions to Ramp Up Pressure on Russia
  NYT
• Why the Media Industry Is Bracing for More Blowback
  NYT
• Why the Fed Rate Cut Won’t Ease the Government’s Debt Problem
  WSJ
• Trump’s Team Explores Government-Backed Manufacturing Boost
  WSJ
• Jensen Huang Walks an AI Tightrope Between the U.S. and China
  WSJ
• Bank of Japan to Start Offloading More Assets
  WSJ
• Is America entering a new era of McCarthyism?
  FT
• Inside the big fat BDC boom
  FT
• Tett: How drones have transformed the nature of war
  FT

Thursday, September 18, 2025

Evening

• Stock futures are little changed after market rallies to all-time highs: Live updates
  CNBC
• Trading Day: Fed cuts, world stocks rip
  Reuters
• Trump Threatens Licenses of TV Stations That Criticize Him
  Yahoo/Bloomberg
• Trump Readies Tax, Criminal Crackdowns on Liberal Groups After Kirk Killing
  Yahoo/Bloomberg
• Trump Says Xi Call Could Yield TikTok Deal, Truce Extension
  Yahoo/Bloomberg
• US corporate bond dealmaking jumps day after Fed rate cut
  Yahoo/Reuters
• Starmer and Trump's united front cracks on subject of Russia-Ukraine war
  Politico
• Exclusive: Trump "wrong on the facts" in $15 billion defamation suit, NYT editor says
  Axios
• The growing chasm between MAGA and non-MAGA Republicans on Trump's economy
  Axios
• ‘Hedge America’ Trade Fuels Global Rush Into Short-Dollar Wagers
  Bloomberg
• Blackstone Sees Tight Credit Spreads Fueling Private Debt Boom
  Bloomberg
• Subprime-Auto Deals Show Muted Impact From Tricolor’s Collapse
  Bloomberg
• Trump Administration Wields Its Full Toolbox to Bring Media to Heel
  NYT
• The FCC, Disney and Jimmy Kimmel
  WSJ
• Inside Disney’s Abrupt Decision to Suspend Jimmy Kimmel’s Show
  WSJ

Afternoon

• S&P 500 jumps to all-time high a day after rate cut, small-cap Russell on pace for a record close: Live updates
  CNBC
• FCC Chair Carr says ‘we’re not done yet’ after Jimmy Kimmel suspension by ABC
  CNBC
• Kimmel’s suspension is the latest display of Trump’s growing power over the US media landscape
  AP
• What to know about Brendan Carr, the head of the Federal Communications Commission
  AP
• Supreme Court to hear Trump tariff case Nov. 5, as Cook appeal looms
  Axios
• Trump Asks Supreme Court to Let Him Fire Fed’s Lisa Cook
  Yahoo/Bloomberg
• Average rate on a 30-year mortgage falls again, dips to lowest level since early October
  AP
• Higher Utility Bills to Drive US Energy Development, EQT Says
  Bloomberg
• The Fed Has No Good Options as Hiring Wobbles and Inflation Picks Up
  NYT
• ‘Tax the Rich,’ French Protesters Cry, as the Wealthy Push Back on Paying More
  NYT
• In Kimmel Suspension, Trump Campaign Against Critics Escalates
  WSJ
• Trump Administration Asks Supreme Court to Allow Removal of Fed Governor Lisa Cook
  WSJ
• Trump’s Trade War Split Canada and Mexico. Now They Want a United Front.
  WSJ
• Florida Orange Output Lowest Since the Great Depression
  WSJ
• Protesters in France Push Back on Efforts to Rein In Spending
  WSJ

General

• Stocks climb as investors jump back into tech stocks following rate cut: Live updates
  CNBC
• Intel surges 30% as Nvidia to invest $5 billion in chipmaker, co-develop data center and PC chips
  CNBC
• China’s Showcase of AI Chip Prowess Triggers $240 Billion Rally
  Yahoo/Bloomberg
• US jobless aid applications retreat to 231,000 after surging to nearly 4-year high a week earlier
  AP
• Federal Reserve shows unexpected unity, independence as it weathers Trump’s attacks
  AP
• Miran's Fed dissent makes a splash, fails to sway the outcome
  Yahoo/Reuters
• Fed meeting hints at new future of the central bank
  Axios
• Bank of England slows pace of bond rundown and keeps rates on hold
  Yahoo/Reuters
• Strikes and protests roil France, pitting the streets against Macron and his new prime minister
  AP
• Disney Pulls ‘Kimmel Live’ Over Host’s Kirk Remarks
  Yahoo/Bloomberg
• Media's MAGA makeover
  Axios
• China's DeepSeek says its hit AI model cost just $294,000 to train
  Reuters
• Amodei on AI: "There's a 25% chance that things go really, really badly"
  Axios
• Dudley: The Three Takeaways From the Fed’s Interest Rate Decision
  Bloomberg
• Summers Says Fed Policy ‘On the Loose Side,’ Inflation Top Issue
  Bloomberg
• Powell Rallies Fed Colleagues as Economic, Political Risks Grow
  Bloomberg
• The Bond Market Won't Like These Fed Rate Cuts
  Bloomberg
• Spencer Cox Is a Lonely Voice in an Age of Rage
  Bloomberg
• China Banks Amped Up $10 Trillion Bond Bet Just as Market Peaked
  Bloomberg
• Huawei Unveils New AI Chip Tech to Challenge Nvidia’s Dominance
  Bloomberg
• China’s Defense Minister Warns on Taiwan, Condemns ‘Bullying’
  Bloomberg
• Why Is China Stockpiling So Much Oil?
  Bloomberg
• Global Water Cycle ‘Erratic’ in 2024, Leading to Floods, Drought
  Bloomberg
• ABC Pulls Jimmy Kimmel Off Air for Charlie Kirk Comments After F.C.C. Pressure
  NYT
• Russia, China and Iran Use Kirk’s Murder to Stoke Conspiracy Theories and Division
  NYT
• Powell’s Last Stand: Balancing a Tricky Economy and Intense Political Pressure
  WSJ
• What Decides Where Mortgage Rates Go From Here
  WSJ
• Inside the Room Where CEOs Say What They Really Think of Trump’s Policies
  WSJ
• Huawei Unveils AI Chip Pipeline as Tech Rivalry Heats Up
  WSJ
• China Hardens Military Stance Against U.S. With Nuclear Weapons and Tough Talk
  WSJ
• Trump tariffs could fund bailout for US farmers, says agriculture secretary
  FT
• BoE holds interest rates at 4% and slows ‘quantitative tightening’
  FT
• BoE signals crackdown on offshore reinsurance risk in pensions
  FT

Wednesday, September 17, 2025

Evening

• Stock futures are up slightly following latest Fed decision: Live updates
  AP
• Federal Reserve cuts key rate for first time this year
  AP
• No big push for a larger rate cut, Fed's Powell says
  Yahoo/Reuters
• Fed's Powell explains how central bank moderate rates mandate works
  Yahoo/Reuters
• Homeowners insurance costs have shot up 70% since 2021. Here's why.
  CBS
• Moody's flags risk in Oracle's $300 billion of recently signed AI contracts
  Yahoo/Reuters
• It’s Trump’s Federal Reserve Now
  WSJ
• Fed Lowers Rates by Quarter-Point, Signals More Cuts Are Likely
  WSJ
• Federal Reserve cuts rates by quarter point and signals more to come
  FT

Afternoon

• Dow jumps 400 points as Fed lowers rates and forecasts two more cuts this year: Live updates
  CNBC
• Fed approves quarter-point interest rate cut and sees two more coming this year
  CNBC
• Here’s what changed in the new Fed statement
  CNBC
• Why everybody's talking about the Fed's "third mandate"
  Axios
• Trump attacks on Fed threaten US stability and prosperity, Bundesbank warns
  Yahoo/Reuters
• Fed Cuts Rates by Quarter Point and Signals More Are Likely
  WSJ
• Federal Reserve cuts interest rates by quarter point
  FT

General

• Stocks little changed as traders await key Fed rate outlook: Live updates
  CNBC
• The Federal Reserve wrestles with how many interest rate cuts to make and how fast
  AP
• Fed set to cut rates, but forecast for rest of 2025 is key to markets with politics clouding the picture
  CNBC
• Fed expected to cut rates, update views of Trump economic plan with new projections
  Yahoo/Reuters
• Nvidia CEO says he’s ‘disappointed’ after report China has banned its AI chips
  CNBC
• US single-family housing starts, building permits drop in August
  Reuters
• Mortgage refinance demand spikes nearly 60%, as interest rates drop sharply
  CNBC
• Mortgage rates drop to 3-year low ahead of Fed meeting
  CNBC
• France’s new prime minister faces a bumpy ride with budget challenges and nationwide strikes ahead
  AP
• EU plans more sanctions on China. But will that be enough for Trump?
  Politico
• China keeps tight grip on rare earths, costing at least one company ‘millions of euros’
  CNBC
• Japan's exports down in August as automakers grapple with US tariffs
  Yahoo/Reuters
• Bessent, Like Fed Governor, Made Contradictory Mortgage Pledges
  Bloomberg
• China Tech Stocks Surge to 2021 Level as Investors Bet on AI
  Bloomberg
• What to Watch at the Federal Reserve’s September Meeting
  NYT
• Powell Faces Challenges From Within the Fed, Too
  NYT
• Fed Divisions Thrust Powell Into Uncharted Territory
  WSJ
• GOP, Democrats Refuse to Make the First Move on Shutdown Talks
  WSJ
• The Two-Speed Economy Is Back as Low-Income Americans Give Up Gains
  WSJ
• Fired BLS Chief Breaks Silence, Calls Her Dismissal a ‘Dangerous Step’
  WSJ
• China bans tech companies from buying Nvidia’s AI chips
  FT
• Surging US power costs defy Donald Trump’s pledge to halve bills
  FT
• Socialists raise the pressure on Macron’s new prime minister
  FT
• The scariest bits of the job market
  FT

Evening

• Free speech fight shifts
  Axios
• Social media has us in its grip and won’t let go. The Charlie Kirk killing is a case study
  AP
• Japan Faces Tough 20-Year Bond Auction as Political Risk Swirls
  Bloomberg
• Senate Democrats Target Miran’s Dual Fed and White House Roles
  WSJ
• Pam Bondi Needs a Free Speech Tutorial
  WSJ
• Fired BLS chief calls Trump’s attack on US data agency a ‘dangerous step’
  FT
• Putin’s Polish Drone Incursion and the China Factor
  FT

Tuesday, September 16, 2025

Afternoon

• Gold Rises Above $3,700 for First Time on Fed Rate Cut Optimism
  Yahoo/Bloomberg
• S&P 500 slips from record as investors take some money off the table ahead of Fed decision: Live updates
  CNBC
• Oil Rises as Traders Weigh Mounting Pressure on Russian Supplies
  Yahoo/Bloomberg
• Fed convenes meeting with a governor newly appointed by Trump and another he wants to oust
  AP
• Retail sales up 0.6% in August from July even as tariffs hurt jobs and lead to price hikes
  AP
• US manufacturing output unexpectedly rises on rebound in motor vehicle production
  Yahoo/Reuters
• Miran Takes Fed Oath of Office in Time for Policy Gathering
  Bloomberg
• US Homebuilder Sentiment Stays Low Despite Mortgage-Rate Drop
  Bloomberg
• What to Watch at the Strangest Fed Meeting in Years
  WSJ
• GOP Plan to Avoid Shutdown Ignores Democrats’ Demands
  WSJ
• China’s Message on Nvidia: We Have Leverage Too
  WSJ
• Political Violence, Past and Present
  WSJ

General

• S&P 500 ticks higher after benchmark closed above 6,600; Fed meeting to begin: Live updates
  CNBC
• Gold at record-highs as dollar dips ahead of key Fed meet
  Yahoo/Reuters
• Oil Wavers as Traders Weigh Pressure on Russia, Supply Glut
  Yahoo/Bloomberg
• Appeals court rejects Trump’s bid to unseat Federal Reserve governor Lisa Cook ahead of rate vote
  AP
• Trump administration to appeal court decision blocking firing of Fed Governor Cook, White House says
  Reuters
• Trump pick Stephen Miran confirmed to Federal Reserve Board; will also keep White House job
  CNBC
• Fed ‘Third Mandate’ Forces Bond Traders to Rethink Age-Old Rules
  Yahoo/Bloomberg
• US treasury secretary anticipates final TikTok deal after Trump, Xi talk
  Yahoo/Reuters
• US Treasury Secretary Bessent praises Bullard in search for Fed chief
  Yahoo/Reuters
• Wall Street, Corporate America brace for more tariff turmoil
  Yahoo/Reuters
• US consumers are feeling the stress of inflation, interest rates, report shows
  Yahoo/Reuters
• Trump files $15 billion defamation lawsuit against The New York Times
  AP
• Americans believe harsh political rhetoric is fueling violence, Reuters/Ipsos poll finds
  Reuters
• Rubio says U.S. is deporting visa holders who celebrated Kirk's killing
  Axios
• It's not just you: Summer is sticking around longer
  Axios
• King Charles will warn Trump about the fate of the planet. Trump probably won’t listen.
  Politico
• Moscow and Minsk rehearse launch of nuclear weapons deployed in Belarus, Lukashenko says
  Reuters
• The Fed Should Move Slowly and Make No Promises
  Bloomberg
• Fed Dissent Is Going to Raise Some Uncomfortable Questions
  Bloomberg
• Bessent Says US Expressed Dismay to Chinese Over Nvidia Ruling
  Bloomberg
• Private Markets’ Exposure Nears $5 Trillion at Top Pension Funds
  Bloomberg
• BOJ to Stand Pat as Ishiba’s Exit Adds to Clouds Over Rate Path
  Bloomberg
• Fed Meeting Set to Bring Together Trump Ally With Targets of President’s Ire
  NYT
• How Wall Street’s Big Bets on A.I. Are Driving Interest in Huge Parking Lots
  NYT
• How China Is Weathering the Trade War With Trump
  NYT
• Deception? Conflicting Paperwork? Clerical Error? How a Politician’s Mortgages Can Get Muddy
  NYT
• Appeals Court Rejects Trump Request to Remove Fed Governor Lisa Cook
  WSJ
• What Investors Get Out of Quarterly Earnings
  WSJ
• Trump Advisers Prepare to Target Left-Leaning Groups After Kirk Shooting
  WSJ
• Residents of Eastern Poland Fear Russia’s War in Ukraine Is Coming to Them
  WSJ
• Lisa Cook can stay at Federal Reserve ahead of rates decision, appeals court rules
  FT
• South Korea resists US pressure to finalise ‘Japan-style’ trade deal
  FT
• Beijing says TikTok’s US app will use Chinese algorithm
  FT
• Russian hackers target Polish hospitals and city water supply
  FT

Monday, September 15, 2025

Evening

• S&P 500 futures are little changed after benchmark closes above 6,600: Live updates
  CNBC
• No evidence of primary residence violation by Fed Gov Lisa Cook, says Michigan official
  CNBC
• Senate to vote on Trump Fed pick Stephen Miran ahead of central bank meeting
  CNBC
• Exclusive-Former Fed Bullard, after meeting Treasury chief, flags conditions to be Fed chair
  Yahoo/Reuters
• Trump says the US military again targeted a boat allegedly carrying drugs from Venezuela
  AP
• JD Vance says national unity is impossible with those celebrating Charlie Kirk’s killing
  AP
• A Tariff Lesson for Coffee Drinkers
  WSJ
• Shoe Companies Warn of Price Increases as Tariff Costs Kick In
  WSJ
• Trump Advisers Prepare to Target Left-Leaning Groups After Kirk Shooting
  WSJ
• The Fed is stuck between its dual mandate
  FT

Afternoon

• Stocks rise after Trump’s positive comments on China trade talks, gain in Tesla: Live updates
  CNBC
• Trump's push to overhaul Fed casts long shadow over policy meeting
  Yahoo/Reuters
• Trump to Speak to Xi Friday With TikTok Framework Reached
  Yahoo/Bloomberg
• China Targets Nvidia Over 2020 Deal, Straining Trade Talks
  Yahoo/Bloomberg
• Anatomy of Two Giant Deals: The U.A.E. Got Chips. The Trump Team Got Crypto Riches
  NYT
• 5 Takeaways From The Times’s Investigation Into 2 Giant Deals Involving Trump
  NYT
• Gold Tops $3,700 as Traders Gear Up for Fed Meeting
  WSJ
• A Lehman Brothers memorial PDF dump
  FT

General

• Stocks rise after Trump’s positive comments on China trade talks, gain in Tesla: Live updates
  CNBC
• Gold Trades Near Record With Fed Seen Cutting Rates This Week
  Yahoo/Bloomberg
• Gold Hasn’t Rallied This Much Since 1979
  Yahoo/WSJ
• The Fed faces economic uncertainty and political pressure as it decides whether to cut rates
  AP
• Trump suggests deal reached over the future of TikTok as he announces call with Xi
  AP
• Trump says companies, corporations should not be required to report quarterly
  Yahoo/Reuters
• Market Rally Conceals Deep Cracks in World Economy, BIS Warns
  Yahoo/Bloomberg
• BIS warns of mounting disconnect between debt and stock markets
  Yahoo/Reuters
• China Targets Nvidia Over 2020 Deal, Raising Trade-Talk Stakes
  Yahoo/Bloomberg
• An Unresponsive Public Is Undermining Government Economic Data
  Yahoo/WSJ
• Behind the Curtain: Four ominous trends
  Axios
• China's August factory output, retail sales miss expectations
  Yahoo/Reuters
• China's home prices fall in August, extending weak trend
  Yahoo/Reuters
• Andrew Bailey under political attack on all fronts
  Yahoo/Telegraph
• Trump Expects a ‘Big Cut’ From Federal Reserve This Week
  Bloomberg
• Morgan Stanley Shows Why Traders Are Winning Again
  Bloomberg
• Small Businesses Turn to Lending Startups as Tariff Costs Mount
  Bloomberg
• The Fed Tried to Avoid a Fight With Trump. It Got One Anyway.
  NYT
• China’s Snub of U.S. Soybeans Is a Crisis for American Farmers
  NYT
• How Trump’s Provocative Economist Crashed the Federal Reserve
  WSJ
• Wall Street’s ‘Run It Hot’ Trade Powers Stock Records
  WSJ
• China’s Economy Shows Signs of Summer Slowdown
  WSJ
• Fed set to cut interest rates as Jay Powell faces dissent over slowing economy
  FT
• America risks making frenemies of old allies
  FT
• Donald Trump’s new SEC appointee scraps aggressive enforcement agenda
  FT
• China’s curbs on defence metal germanium create ‘desperate’ supply squeeze
  FT

Evening

• Stock futures are little changed after record Nasdaq close; investors await Fed meeting: Live updates
  CNBC
• Trump Makes New Push for Court Approval to Fire Fed’s Lisa Cook
  Yahoo/Bloomberg
• US-China Talks Head Into Second Day Focused on Trade, TikTok
  Yahoo/Bloomberg
• Markets Gear Up for Series of Fed Cuts With Bullish Bets at Risk
  Yahoo/Bloomberg
• Consumers love buy now, pay later loans. Here’s why banks and credit card companies are wary of them
  CNBC
• Trump’s Man, Stephen Miran, Heads to the Fed
  WSJ
• China Pushes for Trump Visit as High-Stakes Trade Talks Begin
  WSJ
• Tricolor and the Subprime Debt Canary
  WSJ
• US companies put brakes on hiring after Donald Trump’s tariffs hit
  FT
• Utah governor blames social media for fomenting US political violence
  FT

Sunday, September 14, 2025

General

• Global 36-Hour Interest-Rate Spree Heralds First US Cut of 2025
  Yahoo/Bloomberg
• Fed faces key week of decisions with membership, political independence in doubt
  Yahoo/Reuters
• Fed's rate decision looms as markets hover near records: What to watch this week
  Yahoo Finance
• Fed governor Cook asks appeals court to reject White House’s bid to remove her from Fed board
  AP
• Democrats dig in on health care as threat of government shutdown looms
  CNBC
• US, Chinese officials hold talks in Spain on trade irritants, TikTok deadline
  Reuters
• Ukrainian drones strike one of Russia’s top oil refineries, sparking fire
  AP
• Why Putin won’t end his war against the West
  Politico
• Fed Debate Turns to Pace of Cuts Amid Heavy Trump Pressure
  Bloomberg
• US, China Officials Kick Off Economic, Trade Talks in Madrid
  Bloomberg
• Documents Raise Questions About Fraud Claims Against Fed Governor
  NYT
• Documents Show Lisa Cook Described Property as Second Home
  WSJ
• The Market’s Riskier Than It Used to Be—and Investors Love It
  WSJ
• Mortgage Rates Are Finally Falling. Here’s Why They Can Move Fast.
  WSJ
• How Emmanuel Macron’s France became Europe’s fiscal problem child
  FT
• Elon Musk call for Brits to ‘fight back or die’ denounced by minister
  FT