Daily News Links

8694 posts

Saturday, December 13, 2025

General

• With Fed independence in crosshairs, will Supreme Court back Trump again?
  Reuters
• Trump Names Warsh, Hassett as Top Fed Contenders, WSJ Says
  Yahoo/Bloomberg
• JPMorgan's Dimon signals support for Kevin Warsh as Fed chair, FT reports
  Yahoo/Reuters
• OpenAI isn't too big to fail. It's bigger.
  Axios
• 2 killed in Russia while Ukraine’s energy infrastructure is targeted as peace talks press on
  AP
• How Debt, Inflation and Politics Are Driving Up Borrowing Costs
  Bloomberg
• Vanke Fails to Get Enough Bondholder Support for Extension Plan
  Bloomberg
• China Warns Against Japanese Militarism at Massacre Memorial
  Bloomberg
• Bond Markets Flash Warning About AI Bubble Risk
  WSJ
• Fresh Concerns About AI Spending Are Rattling Wall Street
  WSJ
• Wall Street Is Having One of Its Best Years Ever
  WSJ
• Inside the Invitation-Only Stock Market for the Wealthy
  WSJ
• U.S. Pours More Firepower Into the Caribbean as Trump Ramps Up Threats
  WSJ
• The Highflying Hedge Fund With a Habit of Giving Investors IOUs
  WSJ
• Jamie Dimon signals support for Kevin Warsh in Fed chair race
  FT
• More than 9mn US borrowers miss student loan payments as delinquencies rise
  FT
• US lawmakers question basis for allowing sale of Nvidia H200 chips to China
  FT
• US has failed to stop massive Chinese cyber campaign, warns senator
  FT

Friday, December 12, 2025

General

• Dow set to extend record as rotation out of tech continues: Live updates
  CNBC
• 10-year Treasury yield moves higher as investors digest latest Fed moves
  CNBC
• Silver Heads for Weekly Gain of About 10% in Speculative Surge
  Yahoo/Bloomberg
• Fed’s Goolsbee explains vote against rate cut, says central bank should have waited
  CNBC
• Obamacare health subsidy to end as US Senate rejects dueling remedies
  Reuters
• This holiday season isn’t very merry for consumers, an AP-NORC poll finds
  AP
• Indiana GOP rejects Trump’s map in major blow to his gerrymandering push
  Politico
• Senate rejects extension of health care subsidies as costs are set to rise for millions of Americans
  AP
• Oracle’s lease commitments jump by almost 150% as company builds out to meet AI demand
  CNBC
• AI Is Powering Trump’s Economy, But American Voters Are Getting Worried
  Yahoo/Bloomberg
• Pacific Northwest faces "catastrophic" flood threats
  Axios
• Trump embraces great power cooperation with China and Russia
  Axios
• China Vanke Seeks a One-Year Extension on a Second Local Bond
  Yahoo/Bloomberg
• AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy
  Bloomberg
• Takaichi Remark That Riled China Was Unscripted, Documents Show
  Bloomberg
• China’s Credit Expansion Stays Muted as Demand Languishes
  Bloomberg
• China’s Last ‘Too-Big-to-Fail’ Housing Giant Loses State Support
  Bloomberg
• China Prepares as Much as $70 Billion in Chip Sector Incentives
  Bloomberg
• Bank Failure Uncovers Weaknesses at Another Brazilian Lender
  Bloomberg
• How Prediction Markets Turned the World Into a Casino
  Bloomberg
• From Chips to Security, China Is Getting Much of What It Wants From the U.S.
  NYT
• Historic Shift Underway in China’s Economy as Investment Slump Deepens
  NYT
• Fed Officials Spar Over Whether Rate Cuts Risk Credibility on Inflation
  WSJ
• Renaissance Explores Tweak to Trading Models After Meme-Stock Volatility
  WSJ
• Trump Says Ukraine Is Losing the War. Officers on the Front Line Disagree.
  WSJ
• Top Fed officials warn central bank must not be complacent on inflation
  FT
• Inside the ‘rolling thunder’ quant crises of 2025
  FT
• ‘The darkest depths of winter still lie ahead for America’s capital markets’
  FT
• Tett: Is silver the new gold?
  FT
• Trump orders increased scrutiny of proxy advisers ISS and Glass Lewis
  FT
• Why Maga hates Europe: Trump takes the culture wars across the Atlantic
  FT

Thursday, December 11, 2025

Afternoon

• S&P, Dow futures are higher after indexes notch record closes: Live updates
  CNBC
• Gold climbs to over one-month high after Fed rate cut; silver hits record high
  Reuters
• Oracle Slides by Most Since January on Mounting AI Spending
  Yahoo/Bloomberg
• Oracle’s Credit Risk Hits Highest Since 2009 on Earnings
  Yahoo/Bloomberg
• Five debt hotspots in the AI data centre boom
  Reuters
• Trump Administration Plans to Boost Tax Break for Corporations
  Yahoo/Bloomberg
• Senate rejects rival Obamacare bills
  Axios
• Trump thinks more should be done to lower interest rates, White House says
  Yahoo/Reuters
• Trump’s Warner Bros. Meddling Pushes Limits of Executive Power
  Yahoo/Bloomberg
• Home prices go negative for the first time in over 2 years — and may stay that way for a while
  CNBC
• With Fed rate cuts behind us, AI and bonds are now on Wall Street’s mind
  CNN
• Exclusive: US preparing to seize more tankers off Venezuela's coast after first ship taken, sources say
  Reuters
• Putin calls Maduro, Lukashenko meets Venezuela envoy as Trump cranks up pressure
  Reuters
• NATO chief: "Putin is in the empire-building business again"
  Axios
• Don’t meddle in European democracy, von der Leyen tells Trump
  Politico
• NATO’s Rutte says Europe must prepare for ‘scale of war our grandparents’ endured
  Politico
• Bessent Emphasizes Economic Growth in Bid to Ease Regulation
  Bloomberg
• JPMorgan, Barclays See Fed Grabbing Major Chunk of Bill Issuance
  Bloomberg
• Trump ‘Extremely Frustrated’ Over Ukraine Delays, Leavitt Says
  Bloomberg
• Record Washington State Floods Spur Evacuation Order for 100,000
  Bloomberg
• Only 0.02% of Stock Bids Is Awarded in China IPO Market Frenzy
  Bloomberg
• Bessent Accelerates Regulation Overhaul to Jumpstart Growth
  NYT
• US healthcare costs poised to leap as senators fail to reach deal
  FT
• Federal Reserve reappoints regional chiefs in move that allays fears of challenge by Trump allies
  FT
• Get ready for a spectacular IPO boom from the big beasts of Silicon Valley
  FT

General

• S&P, Nasdaq lower as Oracle results fail to stoke AI trade: Live updates
  CNBC
• Oracle shares plummet over 12% in premarket, dragging down AI stocks
  CNBC
• Bitcoin Dips Below $90,000 After Fed Cut Widens Stocks Split
  Yahoo/Bloomberg
• Oracle Drops on Disappointing Cloud Sales, More AI Spending
  Yahoo/Bloomberg
• US weekly jobless claims surge amid seasonal adjustment challenges
  Reuters
• US September trade deficit lowest in more than five years as goods exports soar
  Reuters
• Bessent to propose major overhaul of regulatory body created from financial crisis
  CNBC
• Wall Street prepares for a $3 trillion IPO gusher
  Axios
• AI bubble? Opinions divided on tech's trillion dollar question
  Reuters
• US Forces Seize Sanctioned Oil Tanker Off Venezuelan Coast
  Yahoo/Bloomberg
• Over 30 sanctioned ships in Venezuela at risk after US tanker seizure
  Reuters
• ‘He’s going to be next’: Trump threatens Colombian president
  Politico
• Mexico’s Congress approves tariff hikes on imports from China and others
  AP
• Zelenskyy will hold urgent talks with 30 countries as Trump pushes for swift peace deal with Russia
  AP
• US bombers join Japanese jets in show of force after China–Russia drills, Tokyo says
  Reuters
• Thailand and Cambodia keep fighting across contested border ahead of expected Trump calls
  Reuters
• ‘Silent Dissents’ Reveal Growing Fed Resistance to Powell’s Cuts
  Bloomberg
• Oracle Is Having Its Own ‘Code Red’ AI Moment
  Bloomberg
• Axa Warns on Data Center ‘Gambles’ as Private Credit Risks Rise
  Bloomberg
• BOE Governor Sees Signs AI is Starting to Boost Economies
  Bloomberg
• Manhattan Rents Hit Record High as Mamdani Won Mayoral Election
  Bloomberg
• China Vows to Stabilize Property Market as Crisis Deepens
  Bloomberg
• China Launches Massive Aerial Drone Carrier in Show of Prowess
  Bloomberg
• Fed Divisions Underscore Challenge for Trump’s Next Chair
  NYT
• Why Oracle Is Worrying Investors About the A.I. Boom
  NYT
• Fed’s Fractured Vote Signals Trouble Ahead for Future Rate Cuts
  WSJ
• Oracle Can’t Escape OpenAI’s Shadow
  WSJ
• AI Hackers Are Coming Dangerously Close to Beating Humans
  WSJ
• Showdown Over Healthcare Vote Is a Sign of What’s to Come
  WSJ
• For Trump, the Warner Megadeal Talks Are All About CNN
  WSJ
• Crumbling Peace Deals Show Limits of Trump’s Approach to Ending Wars
  WSJ
• China’s AI Power Play: Cheap Electricity From World’s Biggest Grid
  WSJ
• U.S. Flies Bombers in High-Profile Show of Support for Japan
  WSJ
• Beware rushing into private credit deals, warns Canadian pension giant
  FT
• How China racked up a $1tn trade surplus
  FT

Wednesday, December 10, 2025

Evening

• Stock futures are little changed after Dow rallies on Fed rate cut, Oracle fails to stoke AI trade: Live updates
  CNBC
• Gold Gains as Fed Delivers Expected Cut With Less Hawkish Tilt
  Yahoo/Bloomberg
• Federal Reserve cuts key rate, sees healthier economy next year
  AP
• Here are the five big takeaways from Wednesday’s Fed rate decision
  CNBC
• Fed's Powell says inflation overshoot caused by Trump tariffs
  Yahoo/Reuters
• Trump says the US has seized an oil tanker off the coast of Venezuela
  AP
• Exclusive: New OpenAI models likely pose "high" cybersecurity risk, company says
  Axios
• Ukraine officially responds to U.S. peace plan under pressure from Trump
  Axios
• Japan firms say strained Sino-Japan ties top concerns for 2026: Reuters poll
  Yahoo/Reuters
• US Budget Gap Shrinks Slightly in Second Month of Fiscal Year
  Bloomberg
• Oracle Credit Risk Gauge Deteriorates After Earnings Report
  Bloomberg
• Japan-China Spat Lacks Immediate Offramp Despite Komeito Talks
  Bloomberg
• Fed Cuts Rates Again, Is Divided Over Future Moves
  NYT
• As the Price of Beef Soars, Restaurants Are in ‘Code Red’ Mode
  NYT
• Fed Cuts Rates Again, Signals It May Be Done for Now
  WSJ
• Fed to Resume Net Asset Purchases With $40 Billion in Securities This Month
  WSJ
• U.S. Seizes Oil Tanker Off Venezuela in Escalation of Pressure on Maduro Regime
  WSJ
• A Divided Fed Cuts Rates Again—but Why?
  WSJ
• Trump Says Chips Ahoy to Xi Jinping
  WSJ
• Fed to launch $40bn debt-buying scheme after money market strains
  FT

General

• Stocks are little changed as investors await Fed decision: Live updates
  CNBC
• Global Bond Yields Hit 16-Year High on Fading Rate-Cut Bets
  Yahoo/Bloomberg
• Silver Powers Past $60 as Speculators Chase Upside Momentum
  Yahoo/Bloomberg
• Federal Reserve likely to cut rates, may signal just one more reduction next year
  AP
• There's no guarantee the Fed's rate cuts will lower the rates that matter
  Yahoo Finance
• The Great Income Squeeze Begins as Fed Spells End to Easy Yields
  Yahoo/Bloomberg
• Trump to start final Fed chair interviews beginning with Kevin Warsh
  CNBC
• Refinance demand for FHA loans jumps 24%, as homeowners seek the most savings they can
  CNBC
• Small-business owners are losing confidence
  Axios
• Wall Street is hedging the AI trade in 2026
  Axios
• Trump says he ‘heard’ Biden Fed appointments were signed by autopen, tells aide to investigate
  CNBC
• China’s DeepSeek Uses Banned Nvidia Chips for AI Model, Report Says
  Yahoo/Bloomberg
• China consumer inflation hits near two-year high despite deeper-than-expected producer deflation
  CNBC
• Trump's new cold war with Europe
  Axios
• Over 500,000 Flee Thai-Cambodia Clash as Trump to Call Leaders
  Yahoo/Bloomberg
• Divisions to Dominate Fed’s Last 2025 Meeting, Leaving Rate Outlook Unclear
  NYT
• Why Markets Are Getting Anxious About the Fed
  NYT
• Can the Next Fed Chair Assuage Both Trump and Wall Street?
  WSJ
• Trump Plans Final Interviews With Fed Chair Candidates in Coming Days
  WSJ
• Massive Debt-Fueled Deals Are Back on Wall Street
  WSJ
• Silicon Valley Is Racing to Make Critical Minerals—and Blunt China’s Dominance
  WSJ
• Global Trade Flows Show Surprising Strength Despite Strain Of Higher U.S. Tariffs
  WSJ
• No Rescue for ACA Subsidies in GOP Senators’ Healthcare Plan
  WSJ
• Russian and Chinese Bombers Fly Joint Patrol Close to Japan
  WSJ
• Donald Trump’s tariffs intensify strain on US farmers, Deere warns
  FT
• Christine Lagarde says ECB will probably lift growth forecasts
  FT
• Biotech rally mints huge profits for hedge funds
  FT
• The clash within civilisations
  FT

Evening

• Stock futures are little changed as investors await Fed decision: Live updates
  CNBC
• Hassett likely next Fed chair, but most think Trump should nominate someone else, CNBC Fed survey shows
  CNBC
• Trump says he’s fixing affordability problems. He’s testing out that message at a rally
  AP
• Musk says DOGE was only "somewhat successful," wouldn't do it again
  Axios
• Fed Cut This Week May Be Last for A While
  Bloomberg
• Trump Says He Has ‘Good Idea’ of Who He Wants for Fed Chair
  Bloomberg
• US Sees Indonesia Backtrack Imperiling Trade Pact, FT Says
  Bloomberg
• Asserting a Personal Role in Warner Bros. Battle, Trump Expands His Powers Again
  NYT
• Donald Trump to pit Kevin Hassett against trio of Federal Reserve chair finalists
  FT

Tuesday, December 9, 2025

Afternoon

• S&P 500 is little changed as traders brace for Fed decision, Dow dragged down by JPMorgan: Live updates
  CNBC
• Gold Edges Up, Silver Hits Record as Investors Focus on US Rates
  Yahoo/Bloomberg
• White House advisor Hassett: 'plenty of room' to cut rates - WSJ
  Yahoo/Reuters
• US job openings rise slightly after surging in September; fewer workers quitting their jobs
  Reuters
• Trump Threatens 5% Tariff on Mexican Goods in Water Fight
  Yahoo/Bloomberg
• Trump blasts "decaying" Europe but praises Orbán, Erdoğan
  Axios
• Macron Calls for ECB Monetary Policy Approach Rethink
  Yahoo/Bloomberg
• Silver Hits Fresh Record on U.S. Rate Cut Bets, Supply Tightness
  WSJ
• Kevin Hassett Says He Wouldn’t Bow to Pressure Over Cutting Interest Rates
  WSJ
• Weekly ADP Update Suggests Private Companies Added Job
  WSJ
• Trump Pushes Ukraine to Accept Peace Deal, Saying It Is Losing
  WSJ
• Trump gives Zelenskyy ‘days’ to respond to peace proposal
  FT

General

• Stocks are little changed as Trump approves Nvidia chips sales to China: Live updates
  CNBC
• Oil Holds Biggest Decline in Three Weeks With Glut in Focus
  Yahoo/Bloomberg
• Federal Reserve set to cut rate but may signal a pause to come
  AP
• Hedge funds and state-backed investors bet on volatility in 2026
  Yahoo/Reuters
• Morning Bid: Markets riddled with anxiety on almost-Fed day
  Reuters
• Trump says support for interest rate cuts is key test for Fed chair nominee
  Yahoo/Reuters
• Trump’s Nvidia Shift Hands Xi an Opening on Security Curbs
  Yahoo/Bloomberg
• China to limit access to Nvidia's H200 chips despite Trump export approval, FT reports
  Yahoo/Reuters
• Borrowing by AI companies represents a ‘mounting potential threat to the financial system,’ top economist says
  Yahoo/Fortune
• AI's energy gusher
  Axios
• US, India Seek to Reset Ties as Trade Deal Remains Elusive
  Yahoo/Bloomberg
• China's Li says tariff consequences increasingly evident
  Reuters
• Zelenskyy refuses to cede land to Russia as he rallies European support
  AP
• Japan threatening us militarily, China tells German foreign minister
  Reuters
• Trump Says Rate Cut Will Be Litmus Test For New Fed Chair
  Bloomberg
• US Small-Business Optimism Rises on Brighter Sales Outlook
  Bloomberg
• Options Traders Bracing for Wild Stock Trading Off Fed Decision
  Bloomberg
• The Solution to Hedge Fund Leverage Isn’t More Market Risk
  Bloomberg
• Private Credit Hit Deployment Record Last Year, ACC Report Says
  Bloomberg
• Traders Are Betting on Fewer Interest-Rate Cuts Across the Globe
  Bloomberg
• Fed May Need QE If Market Questions New Chair, Man Group Says
  Bloomberg
• When Banks Need Capital, Synthetic Isn’t Good Enough
  Bloomberg
• Japan’s Katayama Says Watching Market Trends as Yields Near 2%
  Bloomberg
• Japan Builds Up ‘Missile Archipelago’ Near Taiwan to Counter China
  Bloomberg
• Merz Says Parts of US Security Strategy Unacceptable for Europe
  Bloomberg
• South Korea Scrambles Jets as Chinese, Russia Warplanes Approach
  Bloomberg
• An Unusually Divided Fed Is Expected to Deliver a Rate Cut
  WSJ
• Consumer Loans Are Getting Harder to Tally—and the Risks Harder to Gauge
  WSJ
• Sam Altman’s Sprint to Correct OpenAI’s Direction and Fend Off Google
  WSJ
• China’s Manufacturing Is Booming Despite Trump’s Tariffs
  WSJ
• Bank of Japan Governor Sees Little Danger of Rapid Pickup in Inflation
  WSJ
• First Brands rescue loan tumbles in value as bankruptcy drags on
  FT
• Data centre boom sparks deals rush
  FT
• Russia’s hybrid warfare puts Europe to the test
  FT
• El-Erian: The significance of the next Fed chair choice
  FT
• China’s open-source AI is a national advantage
  FT
• Trump thrashes European leaders in wide-ranging interview: ‘I think they’re weak’
  Politico

Monday, December 8, 2025

Evening

• Stock futures are little changed as Trump approves Nvidia chips sales to China: Live updates
  CNBC
• US to allow Nvidia to ship H200 chips to China, Trump says
  Yahoo/Reuters
• Supreme Court seems likely to back Trump’s power to fire independent agency board members
  AP
• "Entirely expected": Netflix responds to Paramount's hostile takeover bid for Warner Bros.
  Axios
• BlackRock’s Bitcoin ETF Investors Came Late to the Crypto Party
  Yahoo/Bloomberg
• US Treasury Yields Hit Multimonth Highs as Focus Shifts to Fed
  Bloomberg
• Fed Independence Risk Troubles Kavanaugh in Trump Firing Fight
  Bloomberg
• US Farmers Say $12 Billion Bailout Won’t End Industry Slump
  Bloomberg
• Mexico to Hike China Tariffs, Raising Hopes of US Steel Relief
  Bloomberg
• Trump Backs Away From Pledge to Release Boat-Strike Video
  WSJ
• Trump Says U.S. Will Allow Nvidia H200 Chip Sales to China, Get 25% Cut
  WSJ
• Volodymyr Zelenskyy says European allies close to finalising revised US peace plan
  FT
• Kushner, Gulf money and desperate texts: inside Paramount’s hostile bid for Warner Bros
  FT

Afternoon

• US stocks drop on higher Treasury yields, caution ahead of Fed rate decision
  Reuters
• US households' personal finance worries grew in November, New York Fed says
  Yahoo/Reuters
• Consumers expect medical costs to surge by most in over a decade
  Yahoo Finance
• Jared Kushner is part of Paramount's hostile bid for Warner Bros. Discovery
  Axios
• Zelenskyy meets in London with European allies on US peace plan and security
  AP
• Treasury Yields Hit Multimonth Highs Before US Auctions, Fed
  Bloomberg
• US Consumer Inflation Expectations Hold Steady in New York Fed Survey
  Bloomberg
• Insurers Are Doubling Down on AI-Related Stocks as Values Soar
  Bloomberg
• The GOP Can’t Agree on a Healthcare Plan. Some Republicans Are Panicking.
  WSJ
• Europe Scrambles for Influence in U.S.-Led Peace Talks on War in Ukraine
  WSJ

General

• Stocks are little changed after Wall Street notches back-to-back winning weeks: Live updates
  CNBC
• Powell’s Vote-Gathering Challenge Shows Test for Next Fed Chair
  Yahoo/Bloomberg
• Yes, AI is in a bubble. No, it's not just hype.
  Axios
• Where homes are losing value most
  Axios
• German corporate bankruptcies to surge to a decade high in 2025
  Yahoo/Reuters
• China’s exports grow 5.9% in November, while US shipments drop 29%
  AP
• Chinese carrier holds air drills as Tokyo, Beijing trade barbs
  Reuters
• Thailand launches air strikes at Cambodia as border tensions reignite
  Reuters
• Trump Says He’ll Sign Executive Order Curbing State AI Rules
  Bloomberg
• Companies Are Rushing to Bond Markets for Cut-Price M&A Funding
  Bloomberg
• Coreweave Shares Fall on $2 Billion Convertible Note Deal
  Bloomberg
• Vanke Bondholders Discuss Payment Delay With Shenzhen Officials
  Bloomberg
• Chinese Property Firm Wanda Seeks to Delay Payment on $400 Million Bond
  Bloomberg
• China’s Trade Surplus Tops $1 Trillion After Exports Rebound
  Bloomberg
• Britain Is Headed for Another Huge Spending Fight
  Bloomberg
• Powell Faces Pressure From Multiple Fronts as Fed Prepares to Cut Rates
  NYT
• China’s Weak Currency Is Powering Its Exports and Drawing Criticism
  NYT
• The Accounting Uproar Over How Fast an AI Chip Depreciates
  WSJ
• 401(k)s Are Minting a Generation of ‘Moderate Millionaires’
  WSJ
• Trump to Unveil $12 Billion Bailout for Farmers
  WSJ
• The Year of America’s Cranky Consumer
  WSJ
• Japan Is Out Spending. Bond Markets Seem Nervous About Picking Up the Tab.
  WSJ
• Central bankers take centre stage
  FT
• The power crunch threatening America’s AI ambitions
  FT
• Donald Trump drives historic shift of power from investors to boardrooms
  FT
• Trump’s America and a clash of civilisations with Europe
  FT

Evening

• Trump Warns Netflix-Warner Deal May Pose Antitrust ‘Problem’
  Yahoo/Bloomberg
• US Trade Chief Says China Has Complied With Terms of Trade Deals
  Yahoo/Bloomberg
• The consumer is "fine" but inflation is "not going down," Dimon says
  Axios
• Trump says Zelenskyy ‘isn’t ready’ yet to accept US-authored proposal to end Russia-Ukraine war
  AP
• Trump Voices Disappointment in Zelenskiy as Peace Talks Drag
  Yahoo/Bloomberg
• OpenAI Goes From Stock Market Savior to Burden as AI Risks Mount
  Bloomberg
• Japan Confirms Deeper GDP Decline, Backing Stimulus Package
  Bloomberg
• Trump’s Firing Spree Gives Supreme Court the Chance to Remake Government
  WSJ

Sunday, December 7, 2025

General

• Powell on track for Fed rate cut despite some dissent
  Yahoo/Bloomberg
• Wall St Week Ahead: Fed's internal split puts spotlight on Powell's rate guidance, dissents
  Reuters
• Crucial Fed decision looms as stocks fly high near records: What to watch this week
  Yahoo Finance
• It's a winner-take-most economy
  Axios
• What Bubble? Asset Managers in Risk-On Mode Stick With Stocks
  Yahoo/Bloomberg
• Fate of Fed’s Cook Tied to Supreme Court Case on Trump Firings
  Yahoo/Bloomberg
• Macron Warns EU May Hit China With Tariffs Over Trade Surplus
  Yahoo/Bloomberg
• Russian strikes kill 4 as US and Ukraine officials wrap up third day of diplomatic talks
  AP
• Trump’s son suggests president may walk away from Ukraine
  Politico
• EU needs its own Ukraine peace plans, says defense commissioner
  Politico
• China’s PBOC Extends Gold-Buying Streak as Metal’s Rally Cools
  Bloomberg
• China Jet Locks Radar on Japan Military Planes as Tensions Brew
  Bloomberg
• A Mysterious Company Came to Town With a $165 Billion Idea
  NYT
• Why Nvidia and Other AI Stocks Have Lost Their ‘Quality’ Status
  WSJ
• Trump’s Top Advisers Wage Campaign to Shift His Focus to High Prices
  WSJ
• Chinese Jets Locked Radar on Japanese Fighters
  WSJ
• See How a Chinese Invasion of Taiwan Could Unfold
  WSJ
• Fed expected to cut rates despite deep divisions over US economic outlook
  FT
• America’s affordability crunch is real — and worse under Trump
  FT
• Japan frustrated at Trump administration’s silence over row with China
  FT
• Ukraine’s Black Sea attacks trigger surge in shipping insurance prices
  FT