Daily News Links

8694 posts

Saturday, November 29, 2025

General

• Wall St Week Ahead: Investors on watch for AI, economic updates as US stocks steady
  Reuters
• U.S. Black Friday online sales hit record $11.8 billion, Adobe reports
  Reuters
• Trump says airspace above and surrounding Venezuela to be closed in its entirety
  CNBC/Reuters
• Charted: Cities with the biggest job growth
  Axios
• China’s Robotics Stocks Face Investor Scrutiny Over Bubble Fears
  Yahoo/Bloomberg
• China's central bank vows crackdown on virtual currency, flags stablecoin concerns
  Reuters
• Black Sea tankers may have been hit by mines, missiles or drones, a Turkish official says
  AP
• US halts all asylum decisions after shooting of National Guard members
  AP
• Kyiv Hammered by Russian Airstrikes as Peace Team Heads to US
  Bloomberg
• Vanke Pledges Entire Stake in Management Unit to State Backer
  Bloomberg
• Japanese Singer’s Show Cut Short in Shanghai Amid China Tensions
  Bloomberg
• A Chicago Data Center Overheated—and Shut Down Trade in Key Markets Across the Globe
  WSJ
• How Trump Administration Aimed Tariff Exemptions at Rising Food Costs
  WSJ
• Big Paychecks Can’t Woo Enough Sailors for America’s Commercial Fleet
  WSJ
• Copper Thieves Are Wreaking Havoc Across America
  WSJ
• California Digs a Deep Budget Hole
  WSJ
• New Peace Push Offers Clues to Fundamental Question: What Does Putin Want?
  WSJ
• Trump says Venezuela airspace to be closed
  FT
• Hizbollah reels as Israeli assassinations test ‘strategic patience’
  FT

Friday, November 28, 2025

General

• Stocks tick higher after CME halt due to data center issue: Live updates
  CNBC
• Central bank body BIS warns of hedge fund leverage in government bond markets
  Reuters
• Crypto hoarding company shares under pressure as risk appetite wanes
  Reuters
• Hassett at the Fed helm could pressure the dollar, investors say
  Reuters
• Banks in talks to lend $38 billion to fund sites for OpenAI, FT reports
  Yahoo/Reuters
• Trump: U.S. will stop alleged Venezuelan drug traffickers on land "very soon"
  Axios
• Trump Demands ‘Reverse Migration’ in Push for Sweeping Crackdown
  Yahoo/Bloomberg
• Trump orders review of green card holders from 19 countries
  Axios
• Authers: Your ETF Is Ruining Capitalism
  Bloomberg
• Japan’s Two-Year Bond Sale Demand Weaker Than 12-Month Average
  Bloomberg
• China’s Markets Rattled as Vanke Revives Property Crisis Fears
  Bloomberg
• China’s Sovereign Bond Traders on Watch for Fallout From Vanke
  Bloomberg
• Trump to ‘Permanently Pause’ Migration From ‘Third World’
  Bloomberg
• Why Taiwan Is At the Center Of the Spat Between China and Japan
  Bloomberg
• Brazil’s Wave of Corporate Meltdowns Share One Commonality
  Bloomberg
• American Customers Are Madder Than Ever
  WSJ
• Canada Economy Rebounds by More Than Expected
  WSJ
• Japan Plans Extra Bond Issuance That May Fuel Fiscal Fears
  WSJ
• The housing crisis is pushing Gen Z into crypto and economic nihilism
  FT
• Indonesia resists US trade deal ‘poison pill’
  FT
• Lessons from the Bank of England’s QE programme
  FT
• India GDP grows faster than expected at 8.2%
  FT
• Is China winning the innovation race?
  FT

Thursday, November 27, 2025

General

• Global Stocks Hold Steady After Four-Day Rally: Markets Wrap
  Yahoo/Bloomberg
• Stocks rise on Fed easing hopes, yen locked in intervention zone
  Reuters
• Black Friday arrives with solid momentum despite tariffs and economic uncertainty
  AP
• Americans are buckling under medical bills. It could get worse.
  Politico
• High Coffee Prices Are Here to Stay for Longer Despite US Tariff Cuts
  Yahoo/Bloomberg
• Putin says it's senseless to sign documents with 'illegitimate' Ukrainian leadership
  Reuters
• Taiwan says it has discussed with US arms purchases for extra defence budget
  Reuters
• China's tech giants move AI model training overseas to access Nvidia chips, FT reports
  Yahoo/Reuters
• China Vanke Dollar Bonds Tumble to Record Lows as Crisis Worsens
  Yahoo/Bloomberg
• China Warns of Bubble Risk in Booming Humanoid Robotics Industry
  Yahoo/Bloomberg
• China Warns of Nuclear Conflict Risks After Trump Orders Testing
  Yahoo/Bloomberg
• Europe thinks the unthinkable: Retaliating against Russia
  Politico
• Bird flu virus could risk pandemic worse than COVID if it mutates, France's Institut Pasteur says
  Reuters
• UK Market Declines Offer Reality Check on Post-Budget Relief
  Bloomberg
• Vanke’s Loan Request Rejected by at Least Two Chinese Banks
  Bloomberg
• Irresistible Deals Put Them in Debt. Now They’re Trying to Manage Their Overspending.
  NYT
• As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers
  NYT
• Corporate Dealmaking Is Getting Bigger and Bolder Under Trump
  WSJ
• Where Trump Sees Deals, Russia and China See a Chance to Disrupt U.S. Alliances
  WSJ
• Vanke’s Bid to Delay Bond Payment Sparks Selloff in Chinese Developers
  WSJ
• BOJ Rate Hikes Must Proceed With Caution, Board Member Says
  WSJ
• China’s tech giants take AI model training offshore to tap Nvidia chips
  FT
• Morgan Stanley thinks you should short Oracle
  FT
• The US is deregulating banks. Will the rest of the world follow?
  FT
• China Vanke’s bonds plunge on fears of waning state support
  FT

Evening

• Wall St ends higher on growing bets for December Fed rate cut
  Reuters
• Trump Says He Won’t Invite South Africa to G-20 in Miami
  Yahoo/Bloomberg
• China seeks "alternative world order," U.S. commission warns
  Axios
• Trump told Japan's PM to lower the tone on Taiwan, WSJ reports
  Reuters
• Gold Holds Gains as Traders Weigh Rising US Rate-Cut Prospects
  Bloomberg
• China Property Woes Deepen as Vanke Seeks to Delay Bond Payment
  Bloomberg
• Trump, After Call With China’s Xi, Told Tokyo to Lower the Volume on Taiwan
  WSJ
• Megadeals hit new record as Wall Street’s animal spirits roar back
  FT
• Japan needs to end its dangerous debt delusion
  FT

Wednesday, November 26, 2025

Afternoon

• Stocks rise ahead of Thanksgiving holiday, building on strong gains for the week: Live updates
  CNBC
• Gold and Copper Advance as Fed Interest-Rate Cut Hopes Grow
  Yahoo/Bloomberg
• US retail sales rose slightly in September, adding to months of big gains
  AP
• Pentagon Cited Alibaba on China Military Aid in Oct. 7 Letter
  Yahoo/Bloomberg
• Pentagon suggests adding Alibaba, Baidu, BYD to list for aiding China military, Bloomberg News reports
  Yahoo/Reuters
• Fed’s Beige Book Shows K-Shaped Split Deepens Among Consumers
  Bloomberg
• Americans Paying Record Electricity Prices as Gas Costs Climb
  Bloomberg
• AI Spending Frenzy Echos Early Go-Go Days of Shale, Currie Says
  Bloomberg
• Reeves’ Budget Wins the Day, But Stores Up Future Problems
  Bloomberg
• Russians Are Starting to Feel Real Economic Pain From Putin’s War
  Bloomberg
• Fed’s Beige Book Underscores Labor-Market, Inflation Concerns
  WSJ

General

• Stock futures rise after Dow notches third winning session: Live updates
  CNBC
• Gold Rises as Fed Rate-Cut Hopes Grow and Banks Stay Bullish
  Bloomberg
• Nvidia’s Stock Is Sinking as Doubts About Its AI Dominance Grow
  Yahoo/Bloomberg
• Fewer Americans sought unemployment benefits last week as layoffs remain low
  AP
• US Home-Purchase Applications Surge to Highest Since 2023
  Yahoo/Bloomberg
• AI data center ‘frenzy’ is pushing up your electric bill — here’s why
  CNBC
• Trump admin hikes national parks prices by $170 for international tourists
  Axios
• UK’s Treasury chief delivers budget following unprecedented leak that outlined all her plans
  AP
• China’s pressure on Japan is a familiar tactic that could last for some time
  AP
• Taiwan’s President Lai lashes out against Beijing, pledging $40 billion in additional defense budget
  CNBC
• Exclusive: US peace plan for Ukraine drew from Russian document, sources say
  Reuters
• Russia says leak of Witkoff call recording is unacceptable, amounts to hybrid warfare
  Reuters
• Looming US Power Crunch to Impair AI Abilities, Schneider Says
  Bloomberg
• UK Bonds, Pound Whipsaw as Investors Unconvinced by Budget Plans
  Bloomberg
• Dudley: A Smaller Fed Balance Sheet Is Bringing Its Own Problems
  Bloomberg
• Lutnick, Pomp SPAC Deals Are Put to the Test by Crypto Crash
  Bloomberg
• China Property Crisis Thrust Back Into Spotlight by Vanke Plunge
  Bloomberg
• Japan to Issue Over $73.5 Billion in New Bonds to Fund Stimulus
  Bloomberg
• Stavridis: The Underwater Cables That Carry the Internet Are in Trouble
  Bloomberg
• Is Trump’s Plan to Remake the Fed Coming Into Focus?
  NYT
• Traders Are Flooding Markets With Risky Bets. Robinhood’s CEO Is Their Cult Hero.
  WSJ
• It Really Is Possible to Spend Too Much on AI
  WSJ
• U.K. Treasury Chief Says Budget Measures Will Tackle Debt, Inflation
  WSJ
• Voice trading makes a comeback in $30tn Treasury market
  FT
• China is making trade impossible
  FT

Evening

• Stock futures are little changed after Dow notches third winning session: Live updates
  CNBC
• Key economic sectors show weak job growth
  Axios
• Trump Says Xi ‘Pretty Much’ Agreed to Expand Agricultural Buys
  Yahoo/Bloomberg
• Trump says he’s sending his envoys to see Putin and Ukrainians after fine-tuning plan to end war
  AP
• Japan’s Takaichi Seeks to Fund Stimulus Without Spooking Markets
  Bloomberg
• Market Volatility Underscores Epic Buildup of Global Risk
  NYT
• China leapfrogs US in global market for ‘open’ AI models
  FT
• Nvidia shares fall on signs Google gaining upper hand in AI
  FT

Tuesday, November 25, 2025

Afternoon

• Dow rallies 500 points on increased hope for a December rate cut: Live updates
  CNBC
• Gold Advances With Hassett Emerging as Fed Chair Frontrunner
  Yahoo/Bloomberg
• Traders Push US 10-Year Yield Below 4% as Hassett Tops Fed Field
  Yahoo/Bloomberg
• US posts $284 billion October budget deficit; report impacted by shutdown
  Yahoo/Reuters
• Hassett Emerges as Frontrunner in Trump Fed Chair Audition
  Yahoo/Bloomberg
• Who will replace Federal Reserve Chair Jerome Powell? A look at the 5 finalists.
  Yahoo Finance
• Federal agency boosts size of most single-family loans the government can guarantee to $832,750
  AP
• California is considering cutting power company profits to historic lows, but bills will barely drop
  AP
• Ukrainians Resist Pressure from Russia—and Trump
  WSJ

General

• U.S. stocks are little changed after tech rally boosts stocks: Live updates
  CNBC
• Nvidia shares fall 3% on report Meta will use Google AI chips
  CNBC
• Rising energy costs lift US producer prices in September
  Yahoo/Reuters
• Consumer confidence hits lowest point since April as job worries grow
  CNBC
• Private payroll losses accelerated in the past four weeks, ADP reports
  CNBC
• US retail sales miss expectations in September
  Yahoo/Reuters
• Bessent says there’s a ‘very good chance’ Trump names new Fed chair before Christmas
  CNBC
• Alphabet’s AI Chips, Gemini Model Position It to Rival Nvidia
  Yahoo/Bloomberg
• How a US home insurance fix is becoming a problem
  Reuters
• More Americans are Getting Their Power Turned Off, As Unpaid Bills Pile Up
  MSN/WP
• U.S. meets Russia in UAE after "understanding" reached with Ukraine
  Axios
• Xi Puts Biggest US-China Flashpoint Back on Agenda in Trump Call
  Yahoo/Bloomberg
• China Sees Trump Calls as a Win in Spat with Japan Over Taiwan
  MSN/WP
• Trump Moves to Preserve Xi Truce While Reassuring Ally Japan
  Yahoo/Bloomberg
• U.S. and Ukraine are Finalizing Peace Deal but Russia Likely to Reject Changes
  MSN/WP
• Russian attacks kill at least 7 in Ukraine as talks on peace plan continue
  AP
• Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop
  Bloomberg
• Private Debt Defaults Set to Climb as Middle-Market Firms Wobble
  Bloomberg
• US Homesellers Pull Stale Listings Off Market as Interest Fades
  Bloomberg
• Chinese Developer Vanke’s Bonds Plunge as Debt Concerns Grow
  Bloomberg
• Russia Bombards Kyiv Hours After Trump Voices Hope for Ukraine Deal
  Bloomberg
• Japan Slams China Letter to UN as ‘Erroneous’ in Its Own Missive
  Bloomberg
• $10 Billion and Counting: Trump Administration Snaps Up Stakes in Private Firms
  NYT
• Britain’s Most Unpopular Chancellor in Decades Faces Another Big Test
  NYT
• China and Japan, With Trump in the Middle, Stoke an Existential Showdown
  NYT
• Fed Chair Powell’s Allies Provide Opening for December Rate Cut
  WSJ
• Speaker Johnson Warns White House GOP Is Wary of Trump’s Healthcare Push
  WSJ
• When Home Sellers Set Prices Too High, They’re Paying for It
  WSJ
• ‘Sovereign AI’ Takes Off as Countries Seek to Avoid Overdependence on Superpowers
  WSJ
• China’s Xi Calls Trump in Unusual Move to Discuss Taiwan, Ukraine
  WSJ
• How the U.S. Drafted a Russia-Friendly Peace Plan for Ukraine
  WSJ
• ‘Scraping for crumbs’: Americans squeezed by affordability crisis
  FT
• Russia signals it could reject modified US peace plan for Ukraine
  FT
• Britain’s Budget woes illustrate the threat to Europe’s social contract
  FT
• Currency traders bet against sterling ahead of Budget
  FT

Evening

• U.S. stock futures are little changed after tech rally boosts stocks: Live updates
  CNBC
• High-Priced Turkeys Strain Food Banks Ahead of Thanksgiving
  Yahoo/Bloomberg
• Trump Administration Fights Bid to Get Musk to Testify on DOGE
  Yahoo/Bloomberg
• Trump Still Working on Health-Care Proposal, White House Says
  Yahoo/Bloomberg
• Pentagon says it’s investigating Sen. Mark Kelly over video urging troops to defy ‘illegal orders’
  AP
• Xi Presses Trump on Taiwan as They Agree to Meet in China in April
  NYT
• Ukraine Peace-Plan Negotiators Leave Thorniest Issues to Trump and Zelensky
  WSJ
• China’s Xi Calls Trump in Unusual Move to Discuss Taiwan, Ukraine
  WSJ

Monday, November 24, 2025

Afternoon

• Wall Street rallies on tech rebound, rising rate cut bets
  Reuters
• Waller says he had 'nice, great' meeting with Bessent as Fed chair decision looms
  Yahoo/Reuters
• Amazon to invest $50 billion in data centers to power US government AI efforts
  Yahoo Finance
• China's Xi tells Trump Taiwan's 'return' key to post-war order, Xinhua reports
  Reuters
• US Leveraged Loans Under Strain as Buyers Yank Cash From Funds
  Bloomberg
• Why Fears of a Trillion-Dollar AI Bubble Are Growing
  Bloomberg
• How the K-Shaped Economy Is Hurting Everyone But the Rich
  Bloomberg
• US-Canada Trade Talks Frozen as Carney Weighs DC Trip Next Week
  Bloomberg
• How US-Russia Peace Plan Would Carve Up Ukraine’s Territory
  Bloomberg

General

• S&P 500 rises as market attempts rebound on holiday-shortened week: Live updates
  CNBC
• Big Tech’s AI Debt Wave Is Threatening to Swamp Credit Markets
  Yahoo/Bloomberg
• Record US Black Friday crowds to find fewer bargains amid high prices
  Reuters
• Fed's Waller: December cut is appropriate, but action in January more uncertain given coming data
  Yahoo/Reuters
• Big-name AI founders could hit a wall
  Axios
• Bessent Says Health-Care Announcement Coming This Week
  Yahoo/Bloomberg
• U.S., Ukraine say they made "meaningful progress" on Trump's peace plan
  Axios
• How Trump's 28-point plan for Ukraine shocked the world
  Axios
• Airlines cancel flights to Venezuela after FAA warning on military activity
  Axios
• Blue Owl Is the Sum of All Investor Fears
  Bloomberg
• Amazon Data Center Tally Tops 900 Amid AI Frenzy, Documents Show
  Bloomberg
• SPAC Stocks Are Back in Risky Financial ‘Turducken’
  Bloomberg
• Why China Can’t Sort Out Its Property Market Mess
  Bloomberg
• China Uses Japan Spat to Pressure World to Pick Sides on Taiwan
  Bloomberg
• Why Crypto’s Slide Is Rattling Wall Street
  NYT
• Why Europe and the U.S. Are Still Haggling on Trade
  NYT
• Trade Chaos Causes Businesses to Rethink Their Relationship With the U.S.
  NYT
• AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
  WSJ
• How the U.S. Economy Became Hooked on AI Spending
  WSJ
• White House Hails Progress on Ukraine Talks, But Zelensky Is Cautious
  WSJ
• Japan’s New Leader Infuriated Beijing. She Isn’t Backing Down.
  WSJ
• What big bond investors want from the UK Budget
  FT
• Global fund groups to reach $200tn in assets by 2030, PwC says
  FT

Evening

• Dow futures rise as market attempts rebound into the holiday week: Live updates
  CNBC
• Bond Rally of 2025 Faces New Data Vacuum as Waiting Game Begins
  Yahoo/Bloomberg
• In Geneva, US and Ukraine officials report progress on ending Russia’s war but offer few specifics
  AP
• The G20 summit in South Africa ends with the glaring absence of the US after Trump’s boycott
  AP
• Flood of AI Bonds Adds to Pressure on Markets
  WSJ
• Trump Blasts Ukraine, Europe as They Work to Reshape U.S. Peace Plan
  WSJ

Sunday, November 23, 2025

General

• Wall St Week Ahead Black Friday puts focus on consumer spending for rocky markets
  Reuters
• ‘Stakes are high.’ With shutdown over, airlines predict record numbers of travelers this Thanksgiving
  CNBC
• US Retail Sales Are Proving Resilient While Risks Mount
  Yahoo/Bloomberg
• Private equity firms flood junk debt market to pay themselves
  Yahoo/Bloomberg
• Exclusive: DOGE 'doesn't exist' with eight months left on its charter
  Reuters
• Ukraine and Western allies meet to discuss a US peace plan that has sparked alarm in Kyiv and Europe
  AP
• Carney Says World Can Move on Without US, Stresses New Ties
  Yahoo/Bloomberg
• China says Japan sent 'shocking' wrong signal on Taiwan
  Reuters
• Fractious UN climate talks end with no direct push on fossil fuels in deal
  Axios
• Nvidia Didn’t Save the Market. What’s Next for the AI Trade?
  Bloomberg
• Secret US-Russia Talks Led to Peace Plan That Blindsided Ukraine
  Bloomberg
• Japan to Deploy Missiles to Island Near Taiwan, Minister Says
  Bloomberg
• Wall Street Goes on a Wild Ride: ‘No One Was Expecting This’
  WSJ
• Everyone Is Talking About the ‘Affordability Crisis.’ It Can’t Be Solved.
  WSJ
• Trump Calls Obamacare Insurers Fat and Rich. Investors See Them as Vulnerable.
  WSJ
• Americans Are on a Year-End Shopping Spree
  WSJ
• Trump Says Ukraine Peace Plan Isn’t Final After Criticism It Favors Russia
  WSJ
• Lawmakers say US secretary of state rowed back on Ukraine peace plan
  FT
• Russia exploits western polarisation to ‘split us up’, warns top general
  FT