Daily News Links

8490 posts

Saturday, September 13, 2025

General

• Trump Backs New Sanctions When NATO Stops Buying Russian Oil
  Yahoo/Bloomberg
• Millions face skyrocketing health insurance costs unless Congress extends subsidies
  AP
• Homeowners insurance costs just hit a new high. It’s scaring off some buyers.
  Yahoo Finance
• Why foreign travelers are avoiding the U.S.
  Axios
• Ukraine Stepping Up Drone Attacks on Russian Oil Assets
  Yahoo/Bloomberg
• Fearful of Russian aggression, Poles flock to military training
  Reuters
• New Nato mission to bolster eastern flank after Russia drone incursion
  BBC
• China Starts Probes Targeting US Semiconductor Sector
  Bloomberg
• France’s Debt Rating Cut on Fears of Political Instability
  NYT
• The Utah Governor Urging America to ‘Disagree Better’
  WSJ
• Democrats Name Their Price for Avoiding Government Shutdown
  WSJ
• Beef Prices Are at a Record. The Winners: Cattle Ranchers
  WSJ
• AI Can Clone Anybody’s Voice. See if You Can Tell the Difference.
  WSJ
• The City Leading China’s Charge to Pull Ahead in AI
  WSJ
• Federal Reserve governor Lisa Cook listed contested home as vacation property
  FT
• US listings market bursts back to life with busiest week in 4 years
  FT
• Javier Milei stumbles into crisis ahead of Argentina’s crucial midterms
  FT

Evening

• Exclusive: Fed Governor Cook declared her Atlanta property as “vacation home,” documents show
  Reuters
• Fitch downgrades crisis-strained France
  Reuters
• Exclusive: Musk got DOGE's mission "backward," Lutnick says
  Axios
• Feds allege Bolton mishandled classified info and was hacked by "foreign entity"
  Axios
• A Politician Rises to the Charlie Kirk Occasion
  WSJ
• America’s dangerous descent into mutual loathing
  FT
• French debt downgrade piles pressure on Macron’s new prime minister
  FT
• The strains on the private equity model are showing
  FT
• Nato to bolster eastern defences after Russian drone incursion
  FT
• Cathie Wood’s flagship ARK fund balloons by $3.5bn ahead of Klarna IPO
  FT

Friday, September 12, 2025

General

• Stock futures are flat after rate-cut hopes send market to new highs: Live updates
  CNBC
• How government debt stress could roll across world markets
  Reuters
• Schumer warns of a shutdown if Republicans don’t accept Democrats’ health care demands
  AP
• Grocery inflation highest since 2022 as Trump tariffs pile up
  Axios
• Exclusive: Lutnick says Trump will force drugmakers to lower prices
  Axios
• US to deploy National Guard to Memphis, Trump says
  Reuters
• China warns Mexico to ‘think twice’ before raising tariffs, threatens countermeasures
  CNBC
• China Bond Flow Data Suspended After Market Selloff Deepens
  Yahoo/Bloomberg
• France sends jets to Poland, the UK ramps up sanctions in a signal to Russia not to escalate
  AP
• Poland says Russian drone incursions could not have been a mistake, contradicting Trump
  Reuters
• NATO isn’t ready for Russia’s drones
  Axios
• Russia and Belarus start military exercise near NATO border after drone incursion
  Reuters
• What Would a New Treasury-Fed Accord Look Like?
  Bloomberg
• Municipal Bond Fund Collapse Exposes Dangers of Junk Debt
  Bloomberg
• China Gives Mexico Stiff Warning Over Tariffs Seen Appeasing US
  Bloomberg
• China’s First Bond Issuance Slowdown of 2025 Curbs Credit Growth
  Bloomberg
• China’s Summer of Economic Weakness Likely Stretched Into August
  Bloomberg
• Klarna’s Market Debut Shows Wall Street’s Renewed Appetite for I.P.O.s
  NYT
• Russian Drone Incursion in Poland Tests NATO Defenses, Cohesion
  WSJ
• Confusion, Anger, Relief: Korean Engineer Tells of Week in U.S. ICE Detention
  WSJ
• Tett: Interest rates are a sideshow in the battle over the Fed’s future
  FT
• US Supreme Court to decide how far Donald Trump’s power really goes
  FT
• Israel’s attack on Qatar has shaken the Gulf
  FT

Thursday, September 11, 2025

Evening

• Stock futures are flat after rate-cut hopes send market to new highs: Live updates
  CNBC
• Rising inflation and a deteriorating job market puts the Fed and Americans in a difficult spot
  AP
• Trump Asks Court to Pause Order Letting Cook Stay at Fed
  Yahoo/Bloomberg
• Treasury Secretary Bessent met this week with Warsh, Lindsey and Bullard as Fed chief search continues
  CNBC
• "This is existential": MAGA's siege mentality deepens after Kirk killing
  Axios
• Average rate on a 30-year mortgage falls to lowest level in nearly a year
  AP
• Brazil’s Bolsonaro Found Guilty in Coup Case by Majority of Supreme Court Panel
  Yahoo/Bloomberg
• Gold Surpasses Inflation-Adjusted Record High Set in 1980
  Bloomberg
• US Deficit Tracks Third-Highest Ever Even as Tariff Take Rises
  Bloomberg
• Shutdown Risk Grows as GOP Rebuffs Schumer Health-Care Demands
  Bloomberg
• US Household Net Worth Rebounds in Second Quarter on Stock Rally
  Bloomberg
• Rise in U.S. Inflation Is Likely to Keep Fed Cautious on Pace of Rate Cuts
  NYT
• Noonan: Charlie Kirk’s Assassination Feels Like a Hinge Point
  WSJ
• Sorry, Inflation Still Lives
  WSJ
• American right vows vengeance after killing of Charlie Kirk
  FT
• Fed set to lower interest rates despite rising inflation
  FT
• Debt linked to collapsed subprime auto lender Tricolor tumbles
  FT
• US coffee prices surge at the supermarket amid supply crunch
  FT

General

• Stocks gain as traders bet August inflation increase won’t derail Fed rate cut next week: Live updates
  CNBC
• Oil Holds Three-Day Gain With Trump’s Next Russia Move In Focus
  Yahoo/Bloomberg
• Rising G7 debt back at centre of bond market storm
  Reuters
• US inflation worsened last month as the cost of gas, food and airfares jumped
  AP
• Inflation heats up in August as Trump tariffs ripple across economy
  Axios
• The number of Americans filing for jobless benefits last week hits 263,000, most in nearly 4 years
  AP
• Death of Charlie Kirk lays bare deep US political divisions
  Reuters
• Manhunt for Charlie Kirk shooter expands after two people detained had no links to killing, FBI says
  CNBC
• Charlie Kirk killing deepens America's violent spiral
  Axios
• Nation on edge: Experts warn of “vicious spiral" in political violence after Kirk killing
  Reuters
• Trump takes one step back and another forward in his attempt to reshape the Fed
  AP
• Goldman set to see busiest IPO week in over four years, CEO Solomon tells CNBC
  Yahoo/Reuters
• A new dark normal of political violence still shocks the nation
  Politico
• European Central Bank leaves rates unchanged as economy weathers Trump’s tariffs
  AP
• EU’s richest countries hold secret meeting in Vienna as budget talks get tribal
  Politico
• Top Beijing Adviser Says China Should Ditch Nvidia For Own Tech
  Yahoo/Bloomberg
• BOJ signals final phase of Ueda's stimulus unwind - selling ETFs
  Reuters
• Ray Dalio suggests gold as shield for US markets at risk of heart attack
  Yahoo/Reuters
• South Korea’s Lee Warns US Immigration Raid May Hit Investment
  Bloomberg
• Subprime Auto Lender Collapse Delivers Blow to Risky Debt Market
  Bloomberg
• How the Last Two Weeks Shook the World Order
  Bloomberg
• China Mulls Helping Local Governments With $1 Trillion of Bills
  Bloomberg
• What Are Snowball Derivatives, and What Happens When They Melt?
  Bloomberg
• In South Korea and Japan, Fury at U.S. Fuels Backlash Over Trade Deals
  NYT
• The American Farmers China Is Using as a Trade-War Bargaining Chip
  WSJ
• Political Violence Has Become a Terrifying Fact of American Life
  WSJ
• Charlie Kirk’s killing and the ‘despicable violence’ of US politics
  FT
• Trump halted deportation of Korean workers to encourage them to train Americans
  FT
• Japan confronts the increased price of US friendship
  FT
• Macron’s fixer sent to tackle political quagmire
  FT
• Xi’s new world order won’t run the global economy just yet
  FT

Wednesday, September 10, 2025

Evening

• Stock futures are little changed ahead of closely watched inflation data: Live updates
  CNBC
• Oil Climbs as Trump Questions Russia’s Incursion Into Poland
  Yahoo/Bloomberg
• Charlie Kirk, MAGA influencer and Turning Point USA co-founder, killed at 31
  Axios
• Germany’s Merz says Putin deliberately targeted NATO
  Politico
• Poland Seeks More Allied Air Defense After Russian Drone Strike
  Bloomberg
• Can Trump Really Fire Fed Governor Cook? Here’s What the Law Says
  Bloomberg
• Trump’s Economic Agenda Hinges on the Supreme Court’s Tariff Ruling
  NYT
• Trump Weighs In on Russian Drone NATO Incursion, but Doesn’t Condemn It
  WSJ
• Putin Taunts Trump and NATO
  WSJ
• Fed Independence Goes to Court
  WSJ
• U.S. Population Growth Will Slow Even More, CBO Says
  WSJ
• Mexico to Impose Import Tariffs to Bolster Industry
  WSJ

Afternoon

• S&P 500 jumps to new record on encouraging inflation reading, Oracle stock surge: Live updates
  CNBC
• Oil Climbs as Trump Questions Russia’s Incursion Into Poland
  Yahoo/Reuters
• Mortgage demand jumps to the highest level in three years, as interest rates drop sharply
  CNBC
• Trump Fed nominee Stephen Miran advanced by Senate Banking committee, tees up final vote
  CNBC
• Bond-Market Bets on Deep Fed Cuts at Risk From a Hot CPI Reading
  Bloomberg
• The Bizarre Sprint Ahead of Next Week’s Fed Meeting
  WSJ
• Trump Pressed EU for Tariffs on China, India in Russia Sanctions Talks
  WSJ
• NATO Planes Shoot Down Russian Drones Deep Inside Poland
  WSJ
• Tariff Case Could Give Trump Massive New Fiscal Powers
  WSJ
• What Alexander Hamilton Would Think of Today’s National Debt
  WSJ
• JPMorgan and Fifth Third face losses tied to collapsed subprime car lender
  FT
• Mexico to slap 50% tariff on Chinese cars under US pressure
  FT

General

• S&P 500 jumps after encouraging inflation update, Oracle stock surge: Live updates
  CNBC
• Wholesale prices unexpectedly declined 0.1% in August, as Fed rate decision looms
  CNBC
• Polish armed forces say Russian drones shot down in its airspace
  BBC Live
• Poland Shoots Down Russian Drones After Airspace Violation
  Yahoo/Bloomberg
• Court rules Lisa Cook can remain a Fed governor for now while fighting Trump’s attempt to fire her
  AP
• Trump Can’t Fire Fed Governor Lisa Cook for Now, Judge Says
  Yahoo/Bloomberg
• Trump Floats New Tariffs on China, India to Squeeze Russia
  Yahoo/Bloomberg
• US 30-year mortgage rate slides to 11-month low, MBA data shows
  Yahoo/Reuters
• Young America faces an economic crisis
  Axios
• "The Axios Show" exclusive: Lutnick says U.S. should take a chunk of universities' patent revenue
  Axios
• Trump is upsetting the US allies needed to counter China
  AP
• Trump warns thousands of pharma companies over "deceptive ads"
  Axios
• France’s finances are in turmoil. Here’s how it came to this
  AP
• What to know about the Israeli strike aimed at Hamas leaders in Qatar
  AP
• Poland's military says it's shot down Russian drones in its airspace
  Axios
• Protesters in France bid to 'Block Everything', scores arrested
  Reuters
• China’s consumer prices fall more than expected in August as deflation woes persist
  CNBC
• Five Lessons From Putin’s Reckless Polish Drone Strike
  Bloomberg
• Poland Deploys Jets, Shuts Warsaw Airport Over Russia Drones
  Bloomberg
• Will the Fed’s Independence Survive the Supreme Court?
  Bloomberg
• Carlyle Warns of Blurred Treasury, Fed Roles as Rate Cuts Loom
  Bloomberg
• Repo Market Strains Return as Bank of Canada Winds Down QT
  Bloomberg
• China’s Consumer Inflation Dips Below Zero as Demand Weakens
  Bloomberg
• Inside Lutnick's Department of Deal-making
  NYT
• Judge Blocks Trump From Removing Fed Governor Lisa Cook
  WSJ
• Health Insurance Costs for Businesses to Rise by Most in 15 Years
  WSJ
• The Fed Official Who Called the Jobs Slowdown and Became a Candidate for Chair
  WSJ
• China’s Deflationary Woes Continue Unabated
  WSJ
• Inside Israel’s Audacious Airstrike on Hamas Leaders in Qatar, a U.S. Ally
  WSJ
• Two Presidents, One Assassination Plot: Brazil’s Trial of the Century
  WSJ
• Poland shoots down Russian drones
  FT
• Why is AI struggling to discover new drugs?
  FT
• How worried should we be about the crypto crush?
  FT
• Chinese government bond yields rise to 2025 high
  FT

Tuesday, September 9, 2025

Evening

• S&P 500 futures up slightly ahead of inflation data, Oracle forecast looks to spark AI trade: Live updates
  CNBC
• Trump tariff case gets fast tracked by Supreme Court
  Axios
• Miran may not be at Fed's rate-setting table next week, lawmakers say
  Yahoo/Reuters
• Retired generals warn of dire consequences of Trump politicizing military
  Axios
• France’s new PM Lecornu faces baptism of fire with nationwide protests
  Politico
• Trump Says He’ll Speak to Modi in ‘Coming Weeks’ on Trade
  Bloomberg
• How a Xi-Putin-Modi Alliance Could Reshape Global Politics
  Bloomberg
• Donald Trump tells EU to hit China and India with 100% tariffs to pressure Vladimir Putin
  FT
• Macron appoints ally Sébastien Lecornu as France’s prime minister
  FT

Afternoon

• S&P 500 little changed, Nasdaq falls from record as traders deal with economic uncertainty: Live updates
  CNBC
• France's Macron names loyalist Lecornu as new prime minister
  Reuters
• Fed seen on track for three rate cuts this year, starting next week
  Reuters
• New data shows the US job market was much weaker than thought in 2024, and this year as well
  AP
• US household income rose slightly last year, roughly matching 2019 level
  AP
• Brazilian Supreme Court justice calls Bolsonaro the leader of coup attempt
  Reuters
• Dimon Says US Economy Is Weakening After Record BLS Revision
  Bloomberg
• UN Blasts Global Military Spending Escalation
  Bloomberg
• Inflation Erased U.S. Income Gains Last Year
  WSJ
• America’s draconian immigration raids
  FT
• France joins Eurozone’s ‘periphery’ as turmoil deepens, say investors
  FT

General

• Gold Climbs to Another Record After Fed Rate-Cut Optimism Soars
  Yahoo/Bloomberg
• Stocks are little changed after Nasdaq hits new record: Live updates
  CNBC
• US small-business optimism climbs but labor quality concerns persist
  Yahoo/Reuters
• What AI's spending boom is really buying
  Axios
• US, South Korea in Deadlock Over $350 Billion Investment Fund
  Yahoo/Bloomberg
• Analysis-Ishiba's departure gives BOJ pause for thought on rate hikes
  Yahoo/Reuters
• Russian glide bomb attack in eastern Ukraine kills at least 21 people in line to receive pensions
  AP
• Government downfall tests Macron like never before
  Politico
• French Borrowing Costs Top Italy’s in Historic Market Shift
  Bloomberg
• Global Bonds Climb 20% From 2022 Low With Fed Set to Resume Cuts
  Bloomberg
• AI Chatbots Are ‘Clear Danger’ to Kids, Australian Watchdog Says
  Bloomberg
• Jane Street Faces Off With India Market Regulator in Court
  Bloomberg
• Trump’s Auto Tariffs Starts to Bite
  WSJ
• Twelfth-Grade Math and Reading Scores in U.S. Hit New Low
  WSJ
• U.S.-China Rivalry Sparks a Submarine Arms Race
  WSJ
• Fall of French Government Prompts Muted Market Reaction
  WSJ
• Indonesia Markets Unnerved as Finance Minister’s Removal Raises Policy Concerns
  WSJ
• Hyundai-LG immigration raid sparks alarm at foreign companies in the US
  FT
• Macron scouts for new prime minister to quell turmoil
  FT
• Ukraine battles air defence shortage as Pentagon slows shipments
  FT
• North Pacific and north Atlantic seas show record heat in August
  FT

Monday, September 8, 2025

Evening

• Stock futures are little changed after Nasdaq hits new record: Live updates
  CNBC
• Gold rallies to record high above $3,600/oz as Fed rate cut bets firm
  Reuters
• Senate Banking to Vote on Miran Fed Nomination Wednesday
  Yahoo/Bloomberg
• Fed approaches Easy Street, political pots boil
  Yahoo/Reuters
• Goldman CEO Solomon Says Rates Aren’t Too Restrictive in Contrast With Trump
  Yahoo/Bloomberg
• America’s housing market gained $20,000,000,000,000 in 5 years
  CNN
• US Farm Trade Deficit Widens to New Record as Imports Surge
  Yahoo/Reuters
• ‘I’m Gonna Punch You in Your F--king Face’: Scott Bessent Threatens an Administration Rival
  Politico
• US Consumer Borrowing Rises Most in Three Months on Credit Cards
  Bloomberg
• White House Prepares Report Critical of Statistics Agency
  WSJ
• Who Can Save France Now?
  WSJ
• Trump-Style Populism Is Rising in Europe
  WSJ

Afternoon

• Nasdaq hits new record, S&P 500 rises ahead of inflation data this week: Live updates
  CNBC
• France’s prime minister loses confidence vote, toppling his government
  AP
• Image of Capitalism Slips to 54% in U.S.
  Gallup
• New York Fed finds consumers more worried about job market in August
  Yahoo/Reuters
• US Chief Justice Lets Trump Oust FTC Commissioner for Now
  Yahoo/Bloomberg
• Brazil's Lula calls for tighter trade ties for BRICS as tariffs bite
  Yahoo/Reuters
• French Premier Bayrou to Resign After Losing Confidence Vote
  Bloomberg
• Citadel’s Ubide Says US Economy Is in a ‘Fragile’ Equlibrium
  Bloomberg
• Milei’s Election Setback Rattles Markets in Argentina
  WSJ
• French PM François Bayrou loses confidence vote as turmoil deepens
  FT
• Argentine markets slump after Milei loses badly in Buenos Aires
  FT
• Shigeru Ishiba’s exit lays bare rifts within Japan’s ruling party
  FT
• Beijing deals with a gathering of strongmen
  FT

General

• Stocks tick higher to start the week as traders look ahead to key inflation data: Live updates
  CNBC
• Gold Climbs to Fresh Record After Bets on Fed Rate Cuts Surge
  Yahoo/Bloomberg
• Silver Borrowing Costs Surge on Tariff-Driven Supply Jitters
  Yahoo/Bloomberg
• Ishiba Exit Adds to Risks for Japan Long Bonds, Sends Yen Lower
  Yahoo/Bloomberg
• French government on brink of collapse as prime minister faces confidence vote
  BBC Live
• Bessent Battles Trump Demands, Market Jitters in Fed Chair Hunt
  Yahoo/Bloomberg
• Shortage of homebuyers forces many sellers to lower prices or walk away as sales slump drags on
  AP
• Ken Griffin lays down the law on why Trump needs to back off the Fed, saying his meddling could prompt a national debt crisis
  Yahoo/Fortune
• France faces more political upheaval as prime minister’s fate hangs in the balance
  AP
• Here’s Who May Replace Japan’s Ishiba as Prime Minister
  Yahoo/Bloomberg
• China’s U.S. shipments plunge 33% in August as overall exports growth hits a 6-month low
  CNBC
• French Premier On Verge of Ouster Over Budget: What to Watch
  Bloomberg
• $1 Trillion in American Wages Has Gone Up in Wildfire Smoke
  Bloomberg
• China Export Growth Slips to Six-Month Low as US Orders Drop
  Bloomberg
• Ken Griffin Speaks Out Against Trump’s Attacks on the Fed
  NYT
• Japan Markets Brace for Next Political Shift After Ishiba Exits
  WSJ
• French PM François Bayrou on the brink in crucial confidence vote
  FT
• Why the Fed should not cut rates now
  FT
• Gold hits $3,600 as US rate cut expectations rise
  FT
• The trial that split Brazil
  FT

Sunday, September 7, 2025

Evening

• Stock futures are little changed as Wall Street awaits key inflation data: Live updates
  CNBC
• Treasury would face "terrible" tariff refund hit on SCOTUS loss, Bessent says
  Axios
• Trump ready for 'phase two' of Russia sanctions over Ukraine conflict
  Reuters
• China Is Using the Pacific Islands to Squeeze Out Taiwan
  Bloomberg
• Trump’s Risky Game With the Fed
  WSJ
• The Deportation Economy Hits Georgia
  WSJ
• America’s ‘Buy Now, Pay Later’ Economy
  WSJ
• D-Day looms for French PM Bayrou
  FT
• China paves way for renminbi fundraising by Russian energy giants
  FT

General

• Wall St Week Ahead Inflation data looms for markets as stocks hover near records
  Reuters
• Volatility Risks Rise in Japan Markets With Ishiba Set to Depart
  Yahoo/Bloomberg
• Japan's stressed bond market, stocks brace for PM Ishiba exit reaction
  Reuters
• Trump threatens Chicago with "Department of WAR" ahead of planned crackdown
  Axios
• AI job anxiety: It's real, and coming at the worst time
  Axios
• OPEC+ set to raise oil output further from October, sources say
  Reuters
• Undersea cables cut in the Red Sea, disrupting internet access in Asia and the Mideast
  AP
• Japan’s PM Ishiba to Step Down, Paving Way For New Leader
  Bloomberg
• China’s Central Bank Extends Gold Buying Spree to 10 Months
  Bloomberg
• Lula Says Brazil Won’t Allow Foreign Governments to Interfere
  Bloomberg
• Japan’s Koizumi Urges Ishiba to Step Down Early, Nikkei Says
  Bloomberg
• Why France’s Financial Woes Are Pushing Its Government to the Brink
  NYT
• Immigration Raid Exposes Tensions From Seoul to Washington to Rural Georgia
  NYT
• Companies Kick Off September With Deluge of Bond Sales
  WSJ
• The EU’s Trade Truce With the U.S. Is in Danger of Unraveling
  WSJ
• Chicago on Edge After Threats of ICE Raids
  WSJ
• Chinese Hackers Pretended to Be a Top U.S. Lawmaker During Trade Talks
  WSJ
• The bond vigilantes will keep on circling
  FT
• Japan’s prime minister quits to make way for new leader
  FT
• US public pension funds pare allocations to private credit
  FT
• Russia launches record mass drone attack on Ukraine
  FT