Friday's News Links

[Yahoo/Bloomberg] Wall Street Tech Rally to Extend as Broadcom Jumps: Markets Wrap

[Yahoo/Bloomberg] Currencies Drop as China Disappointment Rattles Emerging Markets

[Yahoo/Bloomberg] Key Treasury Spread Turns Positive With Fed Rate Cut in View

[Yahoo/Bloomberg] Chinese Yields Hit Record Low as Leaders Reinforce Rate Cut Bets

[Yahoo/Bloomberg] Fed to Cut Once More Before Slowing Pace in 2025, Economists Say

[Yahoo/Reuters] US equity funds gain sixth weekly inflow on Fed rate cut expectations

[BBC] Macron names centrist Bayrou as French PM in bid to end political instability

[AP] China signals it's prepared to double down on support for the economy as Trump tariffs loom

[Yahoo/Reuters] Analysis: China eyes negotiations as Trump threatens new tariffs

[Reuters] China bank lending rises far less than expected, more policy steps needed

[Yahoo/Bloomberg] Japan’s Business Sentiment Stays Upbeat in Line With BOJ View

[Reuters] U.S. navy aircraft flew through Taiwan Strait on Friday

[Reuters] Russian missiles batter Ukraine's embattled power grid

[Reuters] Assad's final hours in Syria: Deception, despair and flight

[Bloomberg] Dudley: The Fed Can’t Ignore All of Trump’s Intentions

[Bloomberg] China’s Credit Growth Unexpectedly Slows Despite Stimulus

[Bloomberg] PBOC Vows to Guard Against FX Shocks, Senior Official Says

[WSJ] Trump Team Weighs Options, Including Airstrikes, to Stop Iran’s Nuclear Program

[WSJ] Your Home-Insurance Bill Has Only One Way to Go: Up

[WSJ] Leaders of Rich Nations Are Deeply Unpopular. That Spells Trouble Ahead.

[WSJ] Global Defaults in 2024 Expected to Decline From 2023, Rise in Europe

[FT] François Bayrou appointed French prime minister

[FT] Roach: China’s Trump cards in the coming trade war escalation

[FT] Tett: The chain of contradictions in Trump’s economic policy

[FT] China bond yields sink after Beijing vows ‘vigorous’ effort to boost consumption

[FT] Bundesbank slashes growth forecast and sounds alarm over trade war

[FT] Syria’s Kurds fear US betrayal under Donald Trump

Thursday Evening Links

[Yahoo/Bloomberg] Asian Stocks Drop Ahead of Next Week’s Fed Meeting: Markets Wrap 

[Yahoo/Bloomberg] Oil Set for Weekly Gain as Sanctions Outlook Offsets Glut Woes

[Yahoo/Reuters] Trump advisers seek to shrink or eliminate bank regulators, WSJ reports

[Reuters] Trump trade adviser warns against currency manipulation as China mulls weaker yuan

[Reuters] China says will decide to hold military exercises around Taiwan "according to the situation of the struggle"

[Reuters] How Assad's army collapsed in Syria: demoralised conscripts, absent allies

[WSJ] Trump Advisers Seek to Shrink or Eliminate Bank Regulators

Thursday Afternoon Links

[Yahoo/Bloomberg] Wall Street on Hold as Tech-Fueled Rally Stalls: Markets Wrap

[AP] Average rate on 30-year mortgage hits 6.6%, its third straight weekly decline

[Yahoo/Bloomberg] US Household Wealth Climbs to a Record on Higher Stock Values

[Yahoo/Reuters] US grid-scale energy storage sees record installations, deployments in Q3

[Yahoo/Bloomberg] Trump Advisers Consider Raising SALT Write-Off Limit to $20,000

[Independent] Nato chief warns West ‘not ready’ to deal with Russian threat

[BBC] Where next for Iran now that its 'Axis of Resistance' is shattered

[FT] China leaders pledge ‘vigorous’ promotion of domestic consumption

[FT] Global ETF assets soar to $15tn as shift from mutual funds gathers pace

[FT] Erdoğan sees nothing but opportunity in Syria