Sunday, January 26, 2025

Monday's News Links

[Yahoo/Bloomberg] Nasdaq Tumbles as DeepSeek Rattles Tech: Markets Wrap

[Yahoo/Bloomberg] Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff

[Yahoo/Bloomberg] DeepSeek Buzz Puts Tech Stocks on Track for $1.2 Trillion Drop

[Yahoo/Bloomberg] US Yields Fall to Lowest This Year as Tech Risk Fuels Haven Bid

[Reuters] Oil Fluctuates as Trump’s Rapid-Fire Trade Moves Rattle Market

[Yahoo/Bloomberg] US to Hold Off on Colombia Tariffs, White House Says

[Yahoo/Bloomberg] Trump’s Second Week in Office Tests His Influence Over Congress

[Yahoo Finance] The shadow of Trump looms over a cautious Fed

[AP] Federal Reserve expected to stand pat on rates even as Trump demands cuts

[Yahoo/Bloomberg] What Is China’s DeepSeek and Why Is It Freaking Out the AI World?

[Yahoo/Reuters] Hedge funds were pausing US AI bets as DeepSeek emerged, says Goldman

[Yahoo/Bloomberg] China’s Economy Loses Momentum Ahead of Major New Year Holiday

[Yahoo/Bloomberg] PBOC Injects Record Liquidity Using Its New Tool, Delays RRR Cut

[Yahoo/Reuters] China Vanke's CEO, chairman resign as $6.2 billion forecast loss deepens concerns

[Reuters] Brazil could be collateral damage in Trump trade war

[Bloomberg] India Central Bank Takes Steps to Boost Cash Via Bond Buy

[NYT] DeepSeek Forces a Global Technology Reckoning

[NYT] Another Chinese Builder Is Facing a Cash Crisis

[WSJ] Trump Aides Want to Hit Mexico, Canada With Tariffs Before Talks

[WSJ] The Extra Reward for Owning Stocks Over Bonds Has Disappeared

[FT] Advances by China’s DeepSeek sow doubts about AI spending

[FT] DeepSeek tech sell-off is a reminder of the risks of a concentrated US stock market

[FT] China manufacturing activity contracts for first time since September

[FT] Taiwan blacklists Chinese-owned ‘shadow fleet’ ships