Daily News Links

8694 posts

Saturday, December 6, 2025

General

• Wall St Week Ahead: Fed's internal split puts spotlight on Powell's rate guidance, dissents
  Reuters
• US Treasuries Wrap Up Worst Week Since April Amid Fed Doubts
  Yahoo/Bloomberg
• US Bank Regulators Ease Post-Crisis Curbs on Leveraged Loans
  Yahoo/Bloomberg
• Britain’s bond vigilantes target Trump’s America
  Yahoo/Telegraph
• More housing markets are shifting toward buyers. It’s not enough to make them want to buy.
  Yahoo Finance
• Russia unleashes massive drone and missile attack on Ukraine as diplomatic talks continue
  AP
• Private Market FOMO Over AI Will Lead to Mistakes, Bravo Says
  Bloomberg
• Ukraine Says It Hit Russia’s Ryazan Refinery as Moscow Strikes
  Bloomberg
• Scott Bessent on Tariffs, the Fed and the Economy
  NYT
• China’s Growth Is Coming at the Rest of the World’s Expense
  WSJ
• U.S. Flips History by Casting Europe—Not Russia—as Villain in New Security Policy
  WSJ
• Surging gas prices worsen affordability crisis for Americans
  FT
• Crypto’s rocky year
  FT
• Ukraine, Europe and the new economics of war
  FT
• Jair Bolsonaro backs son Flávio to lead Brazil’s rightwing movement
  FT

Friday, December 5, 2025

General

• Stocks are little changed ahead of key inflation data: Live updates
  CNBC
• US Bonds Head for Worst Week in Six Months Before Inflation Data
  Yahoo/Bloomberg
• Even If Fed Cuts Rates Again, US Economy May Not Get Much of a Boost
  Yahoo/Bloomberg
• Economists See Two Fed Rate Cuts in 2026 Following December Move
  Yahoo/Bloomberg
• Trump Keeps Squeezing the Next Fed Chair
  Politico
• ChatGPT Started the AI Race. Now its Lead is Looking Shaky
  MSN/WP
• Exclusive: Some AI dangers are already real, DeepMind's Hassabis says
  Axios
• BofA’s Hartnett Warns Dovish Fed Rate Cut Imperils Stock Rally
  Yahoo/Bloomberg
• Netflix to acquire Warner Bros. studio and streaming business for $72 billion
  AP
• Nvidia Challenger Moore Threads Jumps 425% in China Debut
  Yahoo/Bloomberg
• BOJ Is Said Likely to Hike This Month, Stay Open to More Moves
  Yahoo/Bloomberg
• US trade with China probably needs to be smaller, USTR's Greer says
  Yahoo/Reuters
• Putin and Modi held talks and announce expansion of Russia-India trade ties amid US pressure
  AP
• Wall Street Races to Cut Its Risk From AI’s Borrowing Binge
  Bloomberg
• Private Credit Woes Should Put Banks on Notice
  Bloomberg
• Netflix Lines Up $59 Billion of Debt for Warner Bros. Deal
  Bloomberg
• Prediction Markets Boom Mints New Class of Young Billionaires
  Bloomberg
• Why Taiwan Is At the Center of the China-Japan Spat
  Bloomberg
• What Is Taiwan’s T-Dome Defense System? How Would It Thwart Chinese Attacks?
  Bloomberg
• Canada Declares Stellantis in Default for Moving Jeep Production to U.S.
  NYT
• There’s a black hole where central banks’ theory of inflation should be
  FT
• India cuts interest rates amid soaring growth and low inflation
  FT

Thursday, December 4, 2025

Afternoon

• Stocks are little changed with few market catalysts ahead of next week’s Fed decision: Live updates
  CNBC
• Private Credit Profits Come Under Threat as Loan Margins Narrow
  Bloomberg
• The Rise of AI Reasoning Models Comes With a Big Energy Tradeoff
  Bloomberg
• Pulte Faces Federal Watchdog’s Probe After His Fraud Accusations
  Bloomberg
• OpenAI’s ‘code red’ moment
  FT
• How will a rise in Japanese interest rates affect global markets?
  FT
• The US may be running the wrong AI race
  FT

General

• Stocks are little changed as rate cut bets strengthen: Live updates
  CNBC
• Treasury yields rise slightly even as traders continue to bet on a December rate cut
  CNBC
• US weekly jobless claims drop to lowest level in more than three years
  Reuters
• Companies announced more than 71,000 layoffs last month in worst November since 2022: Challenger
  Yahoo Finance
• Economists double down on December Fed cut despite policymaker divide: Reuters poll
  Reuters
• Focus: Hedge funds double down using near-record leverage in quest to boost returns
  Reuters
• Hedge funds boost AI tech bets to highest since 2016, Goldman Sachs says
  Reuters
• Market Doubts Hassett Can Deliver at Fed, Says PGIM’s Peters
  Yahoo/Bloomberg
• Main Street bust threatens the entire economy
  Axios
• Gen Z loses faith in America
  Axios
• Ukraine says it wants 'real peace, not appeasement' with Russia
  Reuters
• BOJ wins first showdown with Takaichi - what's next is less certain
  Yahoo/Reuters
• Putin says Russia will take all of Ukraine's Donbas region militarily or otherwise
  Reuters
• Putin: Russia will take Donbas. End of.
  Politico
• Putin says there are points he can’t agree to in the US proposal to end Russia’s war in Ukraine
  AP
• Exclusive: China massing military ships across region in show of maritime force, sources say
  Reuters
• Trump’s Plan For AI Dominance Threatened by His Own Attacks on Solar, Wind Power
  Bloomberg
• BOJ Can Only Gauge Neutral Rate Within Wide Range, Ueda Says
  Bloomberg
• Key Japan Officials Would Go Along With a BOJ December Rate Hike
  Bloomberg
• China’s 30-Year Bond Yield Nears One-Year High Into Key Meetings
  Bloomberg
• 18,000 Reasons It’s So Hard to Build a Chip Factory in America
  NYT
• BOJ’s Ueda Says Unsure How Many More Rate Hikes He Will Make
  WSJ
• The World Has More Billionaires Than Ever
  WSJ
• Transcript: Wall Street frets over Hassett as potential Fed chair
  FT
• First Brands financier says ‘a lot of people made a lot of money’ from bankrupt group
  FT
• Japanese 10-year bond yields rise to highest level since 2007
  FT
• Bank of England to consult major private credit groups on stress test
  FT
• Emmanuel Macron warns of ‘disintegration’ risk to world order in Xi Jinping meeting
  FT

Evening

• Stock futures are little changed after markets closer higher as rate cut bets strengthen: Live updates
  CNBC
• Bond investors warned of Hassett as potential Fed chair over rate-cut fears, FT reports
  Yahoo/Reuters
• Bessent says Federal Reserve Board could ‘veto’ future regional presidents
  AP
• Bessent Under Discussion to Also Lead National Economic Council
  Yahoo/Bloomberg
• Nvidia’s Huang Unsure Whether China Would Accept H200 Chips
  Yahoo/Bloomberg

Wednesday, December 3, 2025

Afternoon

• Dow rises 400 points as weak ADP jobs
  CNBC
• Oracle credit fear gauge hits highest since 2009 on AI bubble fears
  Yahoo/Bloomberg
• Oil Rises as Traders Weigh Next Steps in Russia-Ukraine Conflict
  Yahoo/Bloomberg
• Early holiday shopping reflects the economy: Fine, with potential cracks
  Axios
• Bessent says Trump admin will be able to replicate tariffs even if it loses Supreme Court decision
  CNBC
• Bessent says White House may 'veto' Federal Reserve presidents
  AP
• Treasury Secretary Bessent stops short of confirming Kevin Hassett as next Fed chair
  Yahoo Finance
• SEC Halts High-Leveraged ETF Plans in Warning Over Risks
  Yahoo/Bloomberg
• Lutnick Eyes Big Taiwan Investment, Lai Hints at Some Issues
  Bloomberg
• Taiwan’s President Warns of Growing Chinese Military Aggression
  NYT
• Bond investors warned US Treasury over picking Kevin Hassett as Fed chair
  FT

General

• Stock futures point to more gains despite ADP report showing job losses: Live updates
  CNBC
• November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports
  CNBC
• Mortgage rates finally moved lower last week, but that didn’t do much for demand
  CNBC
• The AI frenzy is driving a new global supply chain crisis
  Yahoo/Reuters
• Europeans accuse Putin of feigning interest in peace after talks with US envoys
  AP
• Russia says no Ukraine compromise reached after five-hour Putin talks with Trump envoys
  Reuters
• Oracle Credit Fear Gauge Hits Highest Since 2009 on AI Bubble Fears
  Bloomberg
• Rewarding the Shadow-Banking Boom Makes No Sense
  Bloomberg
• SEC Halts High-Leveraged ETF Plans in Warning Over Risks
  Bloomberg
• Why Silver Price Has Been Surging Even More Than Gold
  Bloomberg
• Crypto Deals Hit a Record $8.6 Billion as Market Strains Grow
  Bloomberg
• Trump Signs Bill to Deepen US-Taiwan Ties Amid China Concerns
  Bloomberg
• Several Vanke Bondholders Signal They’ll Oppose Extension Plan
  Bloomberg
• China Services Activity Slows Again in Sign of Frail Economy
  Bloomberg
• Fed Pick Puts Pressure on Bessent to Deliver for Trump
  NYT
• Ukraine Goes After Moscow’s Shadow Fleet in International Waters
  WSJ
• A Newly Confident China Is Jockeying for More Global Clout as Trump Pulls Back
  WSJ
• Donald Trump says he will nominate Federal Reserve chair in ‘early’ 2026
  FT
• Leverage is crypto trading’s faultline
  FT
• The hunt for copper to wire the AI boom
  FT
• Russia says no deal reached in talks with US on Ukraine
  FT

Tuesday, December 2, 2025

General

• Stocks rebound as bitcoin bounces, tech stocks gain: Live updates
  CNBC
• Crypto’s Retail Traders Hit Hard as Strategy ETFs Plunge 80%
  Yahoo/Bloomberg
• The Fed Has Rarely Been So Divided Over Its Long-Term Plan for Interest Rates
  Yahoo/Bloomberg
• US online spending surges to $44.2 billion during five-day holiday shopping, Adobe data
  Yahoo/Reuters
• Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI
  Yahoo/Bloomberg
• AI bubble a "key downside risk" to U.S. economy, OECD warns
  Axios
• Bank of England says AI, private credit and gilt repos pose increased risks
  Reuters
• Trump's push to end Ukraine war raises fears of 'ugly deal' for Europe
  Reuters
• A third Russian tanker attacked in the Black Sea, Turkish authority says
  AP
• Taiwan Confident Trump Will Allow Leader to Transit Through US
  Yahoo/Bloomberg
• China-Japan Clash May Persist for a Year, Taiwan Minister Warns
  Yahoo/Bloomberg
• China floods the world with gasoline cars it can't sell at home
  Reuters
• Biggest Hedge Funds Are Tapping Ultra-Cheap Leverage, BIS Finds
  Bloomberg
• Bond Traders Don't Trust Rachel Reeves
  Bloomberg
• AI Cash Ignites a Boom for Multimillion-Dollar San Francisco Homes
  Bloomberg
• Nearly Half of China Flights to Japan Cut in December, CCTV Says
  Bloomberg
• Why Kevin Hassett Is Winning the Fed Chair Race Before It Has Ended
  WSJ
• OpenAI’s Altman Declares ‘Code Red’ to Improve ChatGPT as Google Threatens AI Lead
  WSJ
• In a crisis, Strategy stacks dollars
  FT
• Rate cuts will end in leading economies next year, says OECD
  FT
• Ukraine targets Russia’s shadow fleet as it steps up drone war
  FT

Evening

• Stock futures are little changed after major U.S. indexes snap five-day win streaks: Live updates
  CNBC
• Global Cyber Monday online sales hit $17.3 billion, Salesforce data shows
  Yahoo/Reuters
• Shoppers scoured for deals online on Cyber Monday and delivered strong sales for retailers
  AP
• Trump rejected Maduro requests on call, options narrow for Venezuela leader, sources say
  Reuters
• As regime change looms at the Fed, one candidate emerges as frontrunner for chair
  CNBC
• Trump’s push for more AI data centers faces backlash from his own voters
  Reuters
• College Students Flock to a New Major: A.I.
  NYT
• Bitcoin Rout Picks Up Steam as Investors Fret Over a New ‘Crypto Winter’
  WSJ
• Strategy, the Bitcoin-Buying Company, Raises $1.44 Billion to Weather Crypto Downturn
  WSJ
• Prospect of Japanese Rate Rise Spills Into U.S. Markets
  WSJ
• The Lesson of China’s Japan Bullying
  WSJ

Monday, December 1, 2025

Afternoon

• Tumbling crypto stocks threaten end to Wall Street’s 5-day winning streak
  AP
• Bitcoin slides on 'weak' sentiment, Strategy, Coinbase among crypto stocks hit
  Yahoo Finance
• Strategy’s Dollar Reserve Fails to Soothe Bitcoin-Sales Concern
  Yahoo/Bloomberg
• What it would mean to have Kevin Hassett as Fed chair
  Axios
• Jane Street, Citadel Securities Trading Revenue on Record Pace
  Bloomberg
• Citadel Securities on Track for Record Trading Revenue This Year
  Bloomberg
• Fed Flags Potential Risks Tied to Office Space, Capital Planning
  Bloomberg
• Leveraged Loan Bankers in Europe Have Busiest Monday Since June
  Bloomberg
• EU Warns US Against Pressuring Ukraine Over Russia on Peace Plan
  Bloomberg
• Global bonds slide after hawkish Bank of Japan comments
  FT
• Bitcoin champion Strategy launches ‘dollar reserve’ amid crypto sell-off
  FT

General

• Stocks fall to kick off December with tech stocks, bitcoin declining: Live updates
  CNBC
• Bitcoin, ethereum fall sharply as crypto sell-off resumes
  CNBC
• Bitcoin Plunges to Below $85,000 in Risk-Off Start to December
  Yahoo/Bloomberg
• Silver Extends Record-Breaking Rally on Tight Global Supplies
  Yahoo/Bloomberg
• Copper Holds Near Record High as Supply Fears Grip Global Market
  Yahoo/Bloomberg
• Japan’s Two-Year Yield Hits Highest Since 2008 on Rate-Hike Bets
  Yahoo/Bloomberg
• Oil Climbs After OPEC+ Reiterates Pause With Focus on Venezuela
  Yahoo/Bloomberg
• Why Cyber Monday could break spending records despite economic uncertainty
  AP
• Here’s why everyone’s talking about a ‘K-shaped’ economy
  AP
• Post-war borders dominated "intense" U.S.-Ukraine talks
  Axios
• BOJ to weigh 'pros and cons' of rate hike in December, governor Ueda says
  Reuters
• China’s factory activity unexpectedly contracts in November, missing estimates, private survey shows
  CNBC
• Famed short seller Jim Chanos sees risks in growing debt market backed by Nvidia’s AI chips: 'There's going to be debt defaults'
  Yahoo Finance
• Hegseth in hot water over boat strike order
  The Hill
• EU tells Trump: You can’t pardon Putin for war crimes in Ukraine
  Politico
• China's military firms struggle as corruption purge bites, report says
  Reuters
• Private Credit ‘Hysteria’ Will Get Very Real Next Year
  Bloomberg
• What AI Bubble? BNEF Outlook for Data Center Power Use Rises 36%
  Bloomberg
• A Historic Housing Disconnect Is Forcing Prices Down
  Bloomberg
• Ukraine Carries Out Record Attacks on Russia Oil Infrastructure
  Bloomberg
• Taiwan Plans First Weapons Purchases for T-Dome to Counter China
  Bloomberg
• Where Do Fed Voters Stand on a December Rate Cut?
  NYT
• Why Bonds Won’t Protect You From an AI Bubble
  NYT
• American Consumers Have Had It With High Car Prices
  WSJ
• Rate Hikes Wouldn’t Put Brakes on Japan’s Economy, BOJ’s Ueda Says
  WSJ
• Yen rises and bonds fall after BoJ governor hints at rate increase
  FT
• How banks fuel the private credit boom
  FT
• Nato considers being ‘more aggressive’ against Russia’s hybrid warfare
  FT
• Trump, Xi, Putin and the strongman race
  FT

Evening

• Stock market today: Dow, S&P 500, Nasdaq futures slide as Wall Street enters final trading month of 2025
  Yahoo Finance
• Bitcoin Plunges to Below $88,000 in Risk-Off Start to December
  Bloomberg
• Silver Hits Fresh Record After Trading Outage, Supply Tightness
  Bloomberg
• Trump Says He Has Made His Choice to Lead the Federal Reserve
  Yahoo/Bloomberg
• The $260 Billion Mom-and-Pop Funds Distorting the Credit Market
  Bloomberg
• BOJ’s Ueda Sends Clear Hint at Chance of December Rate Hike
  Bloomberg
• Japan’s Two-Year Yield Hits Highest Since 2008 on Rate-Hike Bets
  Bloomberg
• Is China Preparing a Ukraine-Style Plan for Taiwan?
  Bloomberg
• China’s Private Data On Home Sales Vanishes After Vanke Turmoil
  Bloomberg
• China Revives Economic Coercion to Punish Japan
  WSJ

Sunday, November 30, 2025

General

• Global week ahead: The start of a Santa Rally or more ‘bah humbug’?
  CNBC
• Young people forgo homeownership to invest in the stock market
  Axios
• The retirement crisis is here
  Axios
• US Options Market Grapples With ‘Concentration Risk’ in Clearing
  Yahoo/Bloomberg
• OPEC+ to Agree on Mechanism for Closely-Watched Capacity Review
  Yahoo/Bloomberg
• China Factory Activity Slumps for Longest Stretch on Record
  Yahoo/Bloomberg
• Black Friday Sales Rise, Signaling US Consumers’ Resilience
  Bloomberg
• To Bond Investors, Some Emerging Markets Look Safer Than the US
  Bloomberg
• NATO Is Preparing to Confront Russia With Limited US Support
  Bloomberg
• Japan’s Finance Minister Says FX Moves Not Based on Fundamentals
  Bloomberg
• ‘The New Price of Eggs.’ The Political Shocks of Data Centers and Electric Bills
  NYT
• Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends
  NYT
• Data Centers Are a ‘Gold Rush’ for Construction Workers
  WSJ
• Is America Heading for a Debt Crisis? Look Abroad for Answers
  WSJ
• China Used to Be a Cash Cow for Western Companies. Now It’s a Test Lab.
  WSJ
• Why Russia and China Are Sitting Out Venezuela’s Clash With Trump
  WSJ
• ‘A full-blown crisis’: Americans brace for a surge in healthcare costs
  FT
• Doge, crypto and the end of the lol era
  FT
• OpenAI’s lead under pressure as rivals start to close the gap
  FT
• China services activity hits three-year low while factory slump persists
  FT