Monday's News Links

[Yahoo/Bloomberg] Stocks, Bonds Rise as Traders Embrace Bessent: Markets Wrap

[Yahoo/Bloomberg] Dollar, US Yields Fall on Bets Bessent Will Dilute Trump Plans

[Yahoo/Bloomberg] Oil Falls as Bessent Seeks More US Output, Israel Nears Truce

[Reuters] Adani bonds slide to year low as investors and lenders weigh bribery allegations

[Yahoo/Bloomberg] Trump’s Treasury Choice Bessent Tells WSJ Tax Cuts a Priority

[Yahoo/Bloomberg] Trump Trade Muddles Inflation Outlook in Fed’s Favorite Gauge

[Yahoo/Bloomberg] Tesla’s $350 Billion Stock Surge Driven by ‘Animal Spirits,’ UBS Says

[Yahoo/Bloomberg] China Keeps Policy Loan Rate Unchanged for Second Month

[Yahoo/Bloomberg] Paper Losses on Bonds Double for Japan’s Life Insurers

[Bloomberg] A New World Order Is Here, and It Looks a Lot Like Mercantilism

[Bloomberg] What Missiles Are Russia and Ukraine Firing? What Do They Do?

[Bloomberg] Chinese Developer Vanke Seeks to Alter Terms on Two Bank Loans

[NYT] The Bessent Bounce — Markets Cheer Trump’s Treasury Pick

[WSJ] Scott Bessent Sees a Coming ‘Global Economic Reordering.’ He Wants to Be Part of It.

[WSJ] If Inflation Is Back, Protecting Against It Won’t Be Simple

[WSJ] Ukraine Clings to Shrinking Sliver of Russia, Expecting Trump to Push for Peace Talks

[FT] US and Europe diverge on monetary policy as Trump scrambles outlook

[FT] Dollar falls after Donald Trump names Scott Bessent to Treasury role

Sunday Evening Links

[Yahoo/Bloomberg] Stocks, Bonds Rise as Traders Embrace Bessent: Markets Wrap

[Yahoo/Reuters] Bond futures bounce on Bessent pick for US Treasury

[Yahoo/Bloomberg] Oil holds at 2-week high as Russia, Iran tensions support prices

[Yahoo/Bloomberg] Five Key Charts to Watch in Global Commodity Markets This Week

[Yahoo/Bloomberg] Chinese Exports to Hit Record This Year Before Second Trump Term

[NYT] How Scott Bessent Went From Democratic Donor to Trump Treasury Secretary Pick

Sunday's News Links

[Yahoo Finance] Fed's preferred inflation gauge highlights holiday-shortened trading week: What to know this week

[Yahoo/Bloomberg] Stubborn US Inflation Set to Reinforce Fed’s Go-Slow Approach

[Reuters] Iran is preparing to 'respond' to Israel, says adviser to Supreme Leader

[AP] The rising price of paying the national debt is a risk for Trump’s promises on growth and inflation

[Yahoo/Bloomberg] Junk bonds at risk as emerging markets brace for ‘Trumponomics’

[Yahoo/Reuters] Trump pick Lutnick's firm in talks with Tether for $2 billion bitcoin lending project, Bloomberg reports

[CNBC] How tech bros bought ‘America’s most pro-crypto Congress ever’

[Reuters] Donald Trump Jr is helping his father pick the most controversial cabinet of modern times

[WSJ] How Markets Have Responded to Deficits, in Charts