Tuesday's News Links

[Yahoo/Bloomberg] Stocks Rise With Retail Data in Focus Before Fed: Markets Wrap

[Yahoo/Bloomberg] Oil Steadies Ahead of Fed Decision as Demand Concerns Persist

[AP] Israel says halting Hezbollah attacks is now a war goal as officials warn of a wider operation

[Reuters] A cut — and then what?

[AP] US retail sales ticked up last month in sign of ongoing consumer resilience

[Reuters] Goldman Sachs reiterates bullish view on gold prices amid Fed rate-cut hopes

[Reuters] Analysis-Ignoring risk, investors still buying US junk debt with weak protections

[Yahoo/Bloomberg] Markets hinge on Powell emulating Greenspan’s soft landing

[Yahoo/Bloomberg] BOJ Faces Task of Flagging Rate Hike Path While Standing Pat

[Yahoo/Bloomberg] Hedge Funds Start to Split on Long-Yen Trades Before Fed and BOJ

[Yahoo/Bloomberg] US Allies Struggle to Break China’s Dominance of Rare Earths

[Axios] Tropical rainstorm floods Carolinas with heavy rains, threatens Mid-Atlantic

[Reuters] US approves possible military sale to Taiwan of spare parts for about $228 mln

[Bloomberg] Apollo’s Kleinman Says Wage, Housing Inflation to Limit Fed Cuts

[WSJ] Fed Prepares to Lower Rates, With Size of First Cut in Doubt

[WSJ] U.S. Officials Jet to Beijing Amid Flood of Cheap Chinese Exports

[WSJ] One Million Are Now Dead or Injured in the Russia-Ukraine War

[FT] US and Japan near deal to curb chip technology exports to China

[FT] Israel adds securing northern front against Hizbollah to war aims

Monday Evening Links

[Yahoo/Bloomberg] S&P inches up, Nasdaq declines as tech weighs ahead of Fed decision

[Yahoo/Bloomberg] Oil Rises on Libyan Disruption, Expectations of Larger Fed Cut

[Reuters] Morning Bid: Dovish Fed eyed, China's deflationary forces intensify

[Yahoo/Bloomberg] Muni Buyers Pounce on Profusion of Bond Sales Ahead of Fed Cut

[WSJ] Has the Fed Learned Any Lessons?

[WSJ] Boeing Freezes Hiring, Delays Pay Raises as Strike Worsens Finances

[WSJ] U.S. Warns Israel Against Escalating Fight With Hezbollah

[WSJ] U.S. Shrugs as World War III Approaches

[FT] Wall Street predictions grow for aggressive half-point Fed rate cut

[FT] What happens if the Fed cuts by 50? 

Monday Afternoon Links

[Reuters] Tech stocks drag on Nasdaq, S&P 500 as caution reigns ahead of Fed decision

[Yahoo/Bloomberg] Gold Climbs to Another Record With Fed Rate Cut Expected in Days

[Reuters] US dollar hits more than one-year low as market eyes aggressive Fed rate cut

[Yahoo/Bloomberg] Oil Rises on Libyan Disruption, Expectations of Larger Fed Cut

[Yahoo/Bloomberg] Wall Street’s Early Read Places Debt-Cap Deadline in Mid-2025

[Yahoo/Bloomberg] BlackRock Warns on Bonds, Saying Fed Rate Bets Are Overdone