Daily News Links

8802 posts

Wednesday, January 14, 2026

Afternoon

• S&P 500 falls 1%, under pressure by tech; Bank of America, Wells Fargo slip after earnings: Live updates
  CNBC
• Oil Rallies as US Airbase Report Fans Fears of Iran Escalation
  Yahoo/Bloomberg
• US existing home sales accelerate in December
  Yahoo/Reuters
• Mortgage refinance demand surges 40% higher after Trump post briefly tanks interest rates
  CNBC
• Trump's new push for lower rates
  Axios
• Oracle sued by bondholders over losses tied to AI buildout
  Yahoo/Reuters
• Banks Say U.S. Consumers Remain Resilient Despite Economic Pressures
  Yahoo/WSJ
• Iran warns of retaliation if Trump strikes, US withdraws some personnel from bases
  Reuters
• Iran Tensions Rise as US Redeploys Its Military Staff in Qatar
  Yahoo/Bloomberg
• Denmark and allies boost Greenland military footprint as Trump ramps up pressure
  Politico
• Fed's Miran: Commentary of foreign central banks on Powell indictment threat not appropriate
  Yahoo/Reuters
• FBI searches WaPo reporter's home and devices
  Axios
• Risky Borrowers Flood Market to Tap Investor Hunger for Yield
  Bloomberg
• Trump's Credit Card Threat Casts Shadow Over Wall Street's Profit Parade
  Bloomberg
• Fed’s Miran Scolds Central Bankers Who Defended Powell
  WSJ
• Trump Says Greenland Is Vital for U.S. National Security
  WSJ
• State Department to Pause Visa Processing for 75 Countries
  WSJ
• US evacuates personnel from Qatar military base as Donald Trump threatens Iran
  FT
• Denmark boosts military presence on Greenland
  FT

General

• Blistering Metals Rally Sends Gold, Silver and Copper to Records
  Yahoo/Bloomberg
• Stocks lose ground as traders weigh more bank earnings: Live updates
  CNBC
• Oil prices climb as markets weigh Trump's potential Iran strike
  Axios
• Retail sales rose a better-than-expected 0.6% in November as the holiday season kicked into gear
  AP
• Producer prices rise a mild 0.2% in November, government says in report delayed by federal shutdown
  AP
• Grocery prices jump in Dallas-Fort Worth and nationally
  Axios
• Growing Number of Options Traders See No Fed Cuts in 2026
  Yahoo/Bloomberg
• Fed's Kashkari says Trump administration's threats are 'about monetary policy', NYT reports
  Yahoo/Reuters
• How have prices changed in a year? NPR checked 114 items at Walmart
  NPR
• Trump says anything less than having Greenland in the United States’ hands is ‘unacceptable’
  AP
• Trump Reasserts Greenland Claim as Diplomats Arrive in US
  Yahoo/Bloomberg
• Europe goes all out to make a deal with Trump on Greenland
  Politico
• Iran signals fast trials and executions for protesters as death toll in crackdown goes over 2,500
  AP
• China had a record $1.2 trillion trade surplus in 2025, as exports rose 6.6% in December
  AP
• Canadian Prime Minister Mark Carney arrives in Beijing for landmark 4-day visit to China
  AP
• Xi Welcomes Stream of Leaders Shaken by Trump’s New World Order
  Yahoo/Bloomberg
• Ukraine drone attack sparks industrial fire in Russia's Rostov-on-Don, officials say
  Reuters
• Japan’s Five-Year Bond Sale Demand Weaker Than 12-Month Average
  Bloomberg
• Pirro Defends Powell Subpoena, Saying ‘No One Is Above the Law’
  Bloomberg
• JPMorgan Sets Major US Bank Bond Sales in Motion After Earnings
  Bloomberg
• US Mortgage Rates Slide to One of Lowest Levels Since 2022
  Bloomberg
• ‘We’re Not Stupid’: What Greenlanders Would Say to Trump
  NYT
• A Top Fed Official Says the Trump Administration’s Threats Are ‘About Monetary Policy’
  NYT
• Caught Between Superpowers, Canada Seeks a New Path in Beijing
  NYT
• China Announces Record Trade Surplus as Its Exports Flood World’s Markets
  NYT
• The Collapse of a Car-Parts Supplier Puts Spotlight on How Cash Flow Can Lie
  WSJ
• U.S. Blows Up China’s Latin America Ambitions With Maduro Ouster
  WSJ
• The Obscure Bank Collapse That Sent Iran Into a Tailspin
  WSJ
• Market Underprices Geopolitical Uncertainties, ECB’s Vice President Says
  WSJ
• Iran’s chief justice urges regime to swiftly ‘punish’ protest detainees
  FT
• China blames US for trade imbalances as surplus hits record $1.2tn in 2025
  FT
• Why the world has started stockpiling food again
  FT

Evening

• Stock futures are flat as traders look ahead to more bank earnings: Live updates
  CNBC
• Denmark, Greenland leaders stand united against Trump’s Greenland takeover call ahead of key meeting
  AP
• Trump Credit Card Cap Would Hit $70 Billion Market for the Debt
  Bloomberg
• Trump Says Dimon ‘Wrong’ to Criticize DOJ Probe of Fed’s Powell
  Bloomberg
• Blowback Builds Over Criminal Investigation of Powell
  NYT
• In a Risky Gambit, Trump Tries Brute Force to Lower Prices
  NYT
• Wall Street Is Suddenly on the Defensive With the President
  WSJ
• Trump Tells Iranian Protesters ‘Help Is On Its Way’
  WSJ
• Donald Trump warns Iran to ‘show humanity’ or face ‘very strong action’
  FT
• Trump says ‘help is on its way’ for Iranian protesters
  FT
• Jay Powell sent senators details on $2.5bn Fed project following testimony
  FT

Tuesday, January 13, 2026

Afternoon

• S&P 500 pulls back from record as JPMorgan shares fall, traders deal with barrage of Trump demands: Live updates
  CNBC
• Oil Hits Two-Month High as Trump Amps Up Rhetoric Against Iran
  Yahoo/Bloomberg
• Wall Street CEOs warn Trump: Stop attacking the Fed and credit card industry
  AP
• US new home sales fall marginally in October
  Yahoo/Reuters
• Trump Says Furor Over Powell Probe Won’t Delay Fed Nomination
  Yahoo/Bloomberg
• Exxon’s Truth-Telling on Venezuela Shows Risk of Crossing Trump
  Yahoo/Bloomberg
• Jamie Dimon Warns Political Interference With Fed Would Push Up Rates
  Yahoo/WSJ
• Trump declines to clarify his 'help is on its way' comment on Iran protests
  Reuters
• Trump urges Iran protesters to "take over" government institutions
  Axios
• Tensions flare in Minnesota as protesters and federal agents repeatedly square off
  AP
• Greenland official calls it ‘unfathomable’ that the US is considering taking over the island
  AP
• Death toll from Iranian protests surpasses 2,000, activists say, as chaos recalls 1979 revolution
  AP
• Sales of New US Homes Hold Close to Fastest Pace Since 2023
  Bloomberg
• Greenland Says It Chooses Denmark and Rules Out Joining US
  Bloomberg
• New York Tells Data Centers They Must Pay More for Power
  Bloomberg
• Food Prices Were Stubbornly High Last Year
  NYT
• Greenland or NATO? Trump Can’t Have Both
  WSJ

General

• S&P 500 jumps after light core inflation data boosts rate cut hopes: Live updates
  CNBC
• Yen falls to weakest level since July 2024, dollar under pressure
  Reuters
• Takaichi’s Early Japan Election Plans Jolt Yen, Bonds and Stocks
  Yahoo/Bloomberg
• December consumer prices rose at a 2.7% annual rate, as expected
  CNBC
• Global central bankers defend Fed's Powell after Trump threat
  Yahoo/Reuters
• Global central bankers unite in defense of Fed Chair Jerome Powell
  CNBC
• How the Trump-Powell relationship blew up, amid DOJ's unprecedented probe
  Axios
• Trump Risks Upending US-China Trade Truce With Iran Tariff Vow
  Yahoo/Bloomberg
• Wall Street gets hit with Trump's economic policy fire hose
  Axios
• Greenland Calls on NATO to Ensure Defense Amid US Threats
  Yahoo/Bloomberg
• House Republican introduces bill to let Trump annex Greenland
  Axios
• Bank of England boss attacks Trump investigation into Fed chief
  Yahoo/Telegraph
• People inside Iran describe heavy security and scattered damage in first calls to outside world
  AP
• Russia launches another major strike on Ukraine’s power grid in freezing temperatures
  AP
• Jeanine Pirro Is Going After Powell, Heedless of Backlash
  Bloomberg
• Fed That Fights Back Is a Threat to Trump’s Takeover Plan
  Bloomberg
• Trump Says Tech Giants Must Bear Cost of Data Center Electricity
  Bloomberg
• AI Volatility Rattles Stock Traders Chasing Next Wave of Winners
  Bloomberg
• Hedge Funds Turn Chaos Into Cash for Best Gains in 16 Years
  Bloomberg
• Germany’s Growing Military Might Rekindles Old Fears in France
  Bloomberg
• Insured Losses From Wildfires, Storms and Floods Hit Record High
  Bloomberg
• A Top Fed Official Conveys Little Urgency for Immediate Rate Cuts
  NYT
• U.S. Small-Business Confidence Rises Amid Brighter Outlook Expectations
  WSJ
• Global Central Bankers Rush to Defend Fed’s Powell
  WSJ
• Trump Allies and Officials Fear Blowback From Powell Probe
  WSJ
• GOP Senators Criticize Probe of Fed Chair Powell
  WSJ
• New York Fed President Defends Chair Amid Investigation
  WSJ
• America’s Biggest Power Grid Operator Has an AI Problem—Too Many Data Centers
  WSJ
• Military Experts Reject Trump’s Logic That U.S. Must Own Greenland to Defend It
  WSJ
• Smaller Natural Disasters Incurred Record Insurance Costs Last Year
  WSJ
• Central bank chiefs ‘stand in full solidarity’ with Jay Powell
  FT
• Lawfare comes for the dollar
  FT
• Microsoft warns that China is winning AI race outside the west
  FT

Monday, January 12, 2026

Evening

• Stock futures are little changed ahead of consumer inflation report, bank earnings: Live updates
  CNBC
• Trump says any country doing business with Iran will face 25% U.S. tariff
  CNBC
• Scoop: Bessent told Trump that investigation of Fed chair creates a "mess"
  Axios
• ‘Freaked out’ about the bond market: White House reels from Powell probe
  Politico
• Defiant independence from the Federal Reserve catches Trump off guard
  Yahoo/LAT
• Wall Street Homebuyers Plan Counter-Offer After Trump Threat
  Yahoo/Bloomberg
• Lawfare for Dummies, Monetary Edition
  WSJ
• The Fed-Trump Feud: What You Need to Know
  WSJ
• Justice department’s probe into Jay Powell galvanises Fed leaders to repel Donald Trump’s attacks
  FT
• Donald Trump’s foolhardy assault on the Federal Reserve
  FT

Afternoon

• Gold, silver surge as 'assault on Fed' sparks rush to precious metals
  Yahoo Finance
• S&P 500 hits fresh all-time high as traders look past Fed independence risk, bank rate cap threat: Live updates
  CNBC
• DOJ investigation of Fed Chair Powell sparks backlash, support for Fed independence
  AP
• Bringing charges against the Fed: What we do (and don’t) know
  AP
• Why the Federal Reserve has historically been independent of the White House
  AP
• Former officials say DOJ probe threatens Fed independence, has 'no place in the United States'
  Yahoo Finance
• Trump’s credit card rate cap plan has unclear path, ‘devastating’ risks, bank insiders say
  CNBC
• Sen. Kelly sues the Pentagon over attempts to punish him for his warnings about illegal orders
  AP
• Florida Heads for Smallest Orange Crop in Nearly a Century
  Bloomberg
• Fed Changes Course and Takes On Trump’s Political Fight
  NYT
• What is behind the criminal investigation into Jay Powell?
  FT

General

• Gold and Silver Storm to Records as Fed Hit With Subpoenas
  Yahoo/Bloomberg
• Stock futures slide as Trump’s DOJ opens criminal investigation into Fed Chair Powell: Live updates
  CNBC
• JPMorgan, Capital One Shares Sink on Trump’s Credit-Card Threat
  Yahoo/Bloomberg
• Morning Bid: Powell's punch back jolts markets
  Reuters
• Fed Served With DOJ Subpoenas, Powell Vows to Stand Firm
  Yahoo/Bloomberg
• The Fed building renovations at the center of Trump's fight with Powell: Five things to know
  Reuters
• White House adviser Hassett supports DOJ probe of Fed's Powell over building costs
  Reuters
• Trump Says Credit Card Firms Violate Law If Rates Not Capped
  Yahoo/Bloomberg
• How Trump's proposed cap on credit card rates could reshape consumer lending
  Reuters
• Behind the Curtain: The Haves, Have-Nots, Have-Lots economy
  Axios
• Trump says Iran proposed nuclear deal talks, as U.S. weighs military action
  Axios
• Trump Says US Mulling Iran Options as Protest Deaths Mount
  Yahoo/Bloomberg
• Trump ‘inclined’ to keep ExxonMobil out of Venezuela after CEO response at White House meeting
  AP
• Japan plans to dissolve parliament with possible snap election in February: NHK
  CNBC
• China Has Been Gorging on Black-Market Oil. That’s Now Getting Harder.
  Yahoo/WSJ
• Powell Probe Is Another Blow to Fed Independence, Scope Says
  Bloomberg
• Bill Pulte Seen as Key Instigator Behind Powell Subpoena
  Bloomberg
• Data Centers Will Need $3 Trillion Through 2030, Moody’s Says
  Bloomberg
• Trump Says He May Veto Extension of Health Care Subsidies
  Bloomberg
• Hedge Fund-Lite Trades Are Back From the Dead With $153 Billion
  Bloomberg
• Europe and China’s Feud Over Chips Is Reaching a Breaking Point
  Bloomberg
• The Potential Fallout From a Legal Attack on Powell
  NYT
• For Years, Powell Avoided Fighting Trump. That’s Over.
  WSJ
• U.S. Prosecutors Are Investigating Fed Chair Jerome Powell
  WSJ
• Trump’s Investigation of Powell Is Also a Warning to the Next Fed Chair
  WSJ
• U.S. Steps Up Planning for Possible Action in Iran
  WSJ
• Iran Moderates Back Crackdown on Protests as Regime Closes Ranks
  WSJ
• Trump ‘Inclined’ to Keep Exxon Out of Venezuela
  WSJ
• US prosecutors launch criminal investigation into Federal Reserve’s Jay Powell
  FT
• The next Fed chair is... Donald Trump
  FT
• Bill Pulte: Agent of Chaos
  FT
• Donald Trump says US ‘looking’ at military operations in Iran
  FT
• Europe needs to think the unthinkable on Nato
  FT
• Donald Trump vows to cut off Cuba’s oil supply from Venezuela
  FT
• Private equity backers offload record amount of old fund stakes
  FT

Evening

• Statement from Federal Reserve Chair Jerome H. Powell
• Fed Chair Powell says he’s under criminal investigation, won’t bow to Trump intimidation
  CNBC
• Fed Chair Powell under criminal probe by federal prosecutors: Report
  CNBC
• Noem defiant, vows more ICE agents as Dems allege coverup
  Axios
• Iran warns it will retaliate if US attacks, as hundreds killed in protests
  BBC
• Cuba defiant after Trump says island to receive no more Venezuelan oil or money
  Reuters
• With Venezuela raid, US tells China to keep away from the Americas
  Reuters
• Powell Says Justice Department Served Fed With Subpoenas
  Bloomberg
• Iran Protests Intensify as Activists Say Death Toll Tops 500
  Bloomberg
• Federal Prosecutors Are Said to Have Opened Inquiry Into Fed Chair Powell
  NYT
• Fed Gets DOJ Subpoena in Criminal Probe Over Renovations
  WSJ
• Russian Flags Proliferate Over Shadow Fleet of Oil Tankers
  WSJ

Sunday, January 11, 2026

General

• Iran warns against US strikes as activists say protest death toll reaches 203
  AP
• Trump declares national emergency to shield Venezuelan oil cash
  Axios
• Trump threatens Cuba: Negotiate "BEFORE IT IS TOO LATE"
  Axios
• Magnificent 7’s Stock Market Dominance Shows Signs of Cracking
  Yahoo/Bloomberg
• More Bonds Are Teetering on the Brink of Junk: Credit Weekly
  Yahoo/Bloomberg
• US to push for quicker action in reducing reliance on China for rare earths
  Yahoo/Reuters
• The World Order Is Becoming More Cutthroat
  Bloomberg
• U.S. Steps Up Planning for Possible Action in Iran
  WSJ
• Iran Threatens to Hit U.S. Bases if Trump Strikes First
  WSJ
• Trump’s New Housing Strategy Is All About Boosting Buyers Now
  WSJ
• Hedge Funds Get Ready for the ‘Donroe Doctrine’ Trade
  WSJ
• Nato silence on Donald Trump’s Greenland threats rattles European allies
  FT
• US corporate bond sales hit $95bn in busiest week since Covid pandemic
  FT

Saturday, January 10, 2026

General

• U.S. oil giants tell Trump they're noncommittal on Venezuela
  Axios
• Trump’s Call for 10% Credit-Card Cap Aims at Banks’ Crown Jewels
  Yahoo/Bloomberg
• Trump pushes a 1-year, 10% cap on credit card interest rates and banks balk
  AP
• Bessent says US Treasury can easily cover any tariff refunds
  Yahoo/Reuters
• How the US could take over Greenland and the potential challenges
  AP
• Trump’s Venezuela, Greenland Threats Make Canada Fear It's Next
  Yahoo/Bloomberg
• Protests in Iran near the 2-week mark as authorities intensify crackdown on demonstrators
  AP
• China is closing in on US technology lead despite constraints, AI researchers say
  Yahoo/Reuters
• ‘I don’t need international law’: Trump’s Wild West doctrine freezes European brains
  Politico
• CEOs on Guard as Trump Rattles Companies With Series of Edicts
  Bloomberg
• Trump’s $100 Billion Venezuela Oil Plan Gets a Cool Reception
  NYT
• $100 Billion to Revive Venezuela’s Energy Industry? Oil Executives Are Not So Sure
  NYT
• Bird Flu Viruses Raise Mounting Concerns Among Scientists
  NYT
• Trump Presses Oil Executives to Invest in Venezuela—but Gets Lukewarm Reception
  WSJ
• Greenland Was America’s Friend. Now It’s a Takeover Target.
  WSJ
• Iran Toughens Crackdown as Death Toll Grows
  WSJ
• Iran’s military vows to protect ‘strategic’ infrastructure as protests escalate
  FT

Friday, January 9, 2026

General

• Stocks rise, S&P 500 heads for weekly gain after stable jobs data: Live updates
  CNBC
• Bond Traders’ Risk-Filled Day Kicks Off With Key US Jobs Report
  Yahoo/Bloomberg
• Sluggish hiring closes out a frustrating year for job seekers though unemployment slips to 4.4%
  AP
• US single-family housing starts rebound in October, building permits dip
  Reuters
• Trump Tells Fannie, Freddie to Buy $200 Billion of Mortgage Debt
  Yahoo/Bloomberg
• Trump's (oil) abundance strategy
  Axios
• Lutnick Says Modi’s Failure to Call Trump Stalled Trade Deal
  Yahoo/Bloomberg
• Russia uses its new ballistic missile in a major attack on Ukraine and a warning to West
  AP
• China inflation hits near three-year high in December as full-year CPI misses target
  CNBC
• More diplomatic and economic tensions surface between China, Japan as a bumpy week ends
  AP
• Iran supreme leader signals crackdown coming as protesters are ‘ruining their own streets’ for Trump
  AP
• Trump to Meet Energy Executives, Outline Plan for Venezuela
  Bloomberg
• Satellite Images Reveal Venezuela’s Massive Methane Problem
  Bloomberg
• Trump Signals Land Strikes on Cartels After Maduro Operation
  Bloomberg
• Inside the White House, Stephen Miller Is Making His Vision of America Real
  Bloomberg
• France Warns That Europe Is Under Threat From US Coercion
  Bloomberg
• Russia’s Attack With Oreshnik Missile Meant to Intimidate
  Bloomberg
• China Widens Attack on Japan ‘Nuclear Ambitions’ as Ties Worsen
  Bloomberg
• China Vanke Preps Restructuring Plan in Move Toward Default
  Bloomberg
• Iran Protests Intensify Amid Nationwide Internet Blackout
  Bloomberg
• Trump Orders Fannie and Freddie to Buy $200 Billion in Mortgage Bonds
  NYT
• December’s Jobs Data Reinforces Fed’s Cautious Approach to Future Cuts
  NYT
• Trump Calls on Fannie and Freddie to Buy $200 Billion in Mortgage Bonds
  WSJ
• Trump’s Risky Fixation With Other Countries’ Oil
  WSJ
• China Sees Consumer Inflation Edge Up as Deflation Lingers
  WSJ
• Iran’s Supreme Leader Says He Won’t Bow Down to Protests or Trump
  WSJ
• Trump takes on the world in week of shock and awe
  FT
• Tett: What lies behind Trump’s retro oil plundering?
  FT
• The new era of resource imperialism
  FT
• China, Russia and Iran send ships to South Africa ahead of naval drills
  FT

Thursday, January 8, 2026

Afternoon

• Dow closes 270 points higher, Nasdaq slips as investors rotate out of tech: Live updates
  CNBC
• Trump instructs ‘representatives’ to buy $200 billion in mortgage bonds, aiming to lower rates
  CNBC
• Trump's Venezuela Meeting Is Shaping Up to Be a Who's Who of US Oil
  Yahoo Bloomberg
• Bessent Says Trump May Decide on Fed Before or After Davos
  Yahoo/Bloomberg
• US Treasury's Bessent says Rieder not yet interviewed for top Fed job, decision likely this month
  Yahoo/Reuters
• Bessent: Fed must 'do its part' and lower rates
  Yahoo Finance
• A US Trader’s Guide to the Supreme Court’s Looming Tariff Ruling
  Yahoo/Bloomberg
• GM to take additional $6 billion charge to EV business
  Yahoo Finance
• The 100-Year History Behind Trump’s Push for Venezuela’s Oil Wealth
  WSJ
• China Drifts Closer to Its Own Lost Decade
  WSJ
• Trump Directs $200 Billion Mortgage Bond Buy in Housing Push
  Bloomberg
• US Inflation Expectations, Job Perceptions Worsen in Fed Survey
  Bloomberg
• Here Are Trump’s Options If the Supreme Court Says His Tariffs Are Illegal
  Bloomberg
• Fed’s Miran Wants 150 Points of Cuts in 2026 to Boost Jobs
  Bloomberg
• AI Spending Boom Fuels 24-Year High for Convertible Bond Deals
  Bloomberg
• Market Bubbles Go Way Beyond AI, Says Richard Bernstein Advisors
  Bloomberg
• French President Macron Slams US for Breaching International Law
  Bloomberg
• Global Bond Binge Heats Up With Record Deal for Italy
  Bloomberg
• US trade deficit slides to lowest level since 2009 in October
  FT

General

• Stock futures are little changed after S&P 500, Dow retreat from record highs: Live updates
  CNBC
• AI to boost copper demand 50% by 2040, but more mines needed to ensure supply, S&P says
  Yahoo/Reuters
• Trump threats against Greenland pose new, potentially unprecedented challenge to NATO
  AP
• Trump Expands US Climate Retreat With Exits From UN Bodies
  Yahoo/Bloomberg
• Trump Team Races to Come Up With Deals for His Greenland Vision
  Yahoo/Bloomberg
• Trump Opens New Front Against China With Brazen Arrest of Maduro
  Bloomberg
• How Rare Earths Raise the Stakes in China-Japan Spat
  Bloomberg
• China Kicks Off 2026 With Record Pace of Sovereign Bond Issuance
  Bloomberg
• China’s Zhipu Says AI Price War Will Spread Internationally
  Bloomberg
• Trump’s Plan to Run the Hemisphere Scares Friends and Puzzles Foes
  WSJ
• Trump Team Works Up Sweeping Plan to Control Venezuelan Oil for Years to Come
  WSJ
• The next Fed chair shouldn’t party like it’s 1999
  FT
• Donald Trump’s Venezuela action raises threat for China’s oil supplies
  FT
• Huge copper shortage to pose ‘systemic risk’ to global economies, warns S&P
  FT
• The gangs, goons and guerrillas running swaths of Venezuela
  FT