Wednesday, October 15, 2025

Thursday's News Links

[Yahoo/Bloomberg] Gold Climbs to Record on US-China Tensions and Fed Rate-Cut Bets

[CNBC] S&P 500 rises for a second day, boosted by the AI trade and solid earnings: Live updates

[AP] US is working on doubling aid to Argentina to $40 billion by tapping private funding sources

[Yahoo/Bloomberg] Bessent Says US Expects Japan to Stop Russian Energy Imports

[Axios] CEOs grow more apprehensive as tariff uncertainty weighs

[Axios] AI industry's exponential faith throws a curve

[Yahoo/Bloomberg] Global CEOs Meet Chinese Trade Negotiator as Tensions Linger

[Yahoo/Bloomberg] Potentially ‘Catastrophic’ Breach of Cyber Firm Blamed on China

[Yahoo/Reuters] Fed's Miran: Growth next year could hinge on how U.S.-China tensions are resolved - Fox Business

[Yahoo/Telegraph] The endless IOU powering Silicon Valley’s AI boom

[AP] Embattled French Prime Minister Sébastien Lecornu survives no-confidence votes in Parliament

[Politico] Ukraine plan to ‘go offensive’ on agenda of Trump-Zelenskyy meeting

[Bloomberg] Bessent Calls China Trade Negotiator An ‘Unhinged’ Wolf Warrior

[Bloomberg] Why Trump Is Eying Cooking Oil as Leverage in US-China Trade War

[Bloomberg] Fed’s Waller Calls for Careful Cuts, Miran Wants Bigger Move

[Bloomberg] BOJ’s Most Hawkish Member Calls for Rate Hike Amid Price Risks

[Bloomberg] Takaichi’s Hopes of Becoming Japan PM Boosted by Ishin Talks

[Bloomberg] Ukraine Claims Russia Refinery Strike as Pressure on Putin Grows

[NYT] Who Will Blink First: Trump or Xi?

[NYT] China’s Rare Earth Restrictions Aim to Beat U.S. at Its Own Game

[WSJ] The Impossible Politics That Mean the Shutdown Is Set to Drag On

[WSJ] AI Data Centers, Desperate for Electricity, Are Building Their Own Power Plants

[WSJ] American Bankers Are Making a Mint Helping China Inc. Go Global

[WSJ] Ukraine Wants Tomahawks. Trump Has to Decide if They Would Help End the War.

[WSJ] Milei’s Radical Overhaul of Argentina Meets Its Match in the Humble Peso

[FT] Big investors scale back risky bond exposure after storming rally

[FT] ‘Of course it’s a bubble’: AI start-up valuations soar in investor frenzy

[FT] The AI bubble is a bigger global economic threat than US tariffs

[FT] How Beijing’s collateral play can rattle the creditor-borrower balance

[FT] What are the US Tomahawk missiles Trump is considering for Ukraine?

[FT] Traders at top hedge funds take home 25% of profits

[FT] FT Investigation: How the Trump companies made $1bn from crypto