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Tuesday, October 7, 2025

Wednesday's News Links

[Yahoo/Bloomberg] Gold Tops $4,000 for First Time Fueled by US Shutdown 

[CNBC] Stock futures rise slightly after S&P 500 snaps 7-day win streak: Live updates

[Yahoo/Bloomberg] Yen Slumps to Weakest Since February in LDP-Results Aftermath

[Yahoo/Bloomberg] Federal Workers Go Unpaid, Adding Pressure to End Government Shutdown

[Axios] Staffing woes see flight delays spread to more U.S. airports amid shutdown

[Yahoo/Bloomberg] US Mortgage Activity Dips Again in Swift Reversal of Home Demand

[CNBC] Borrowers head back to riskier mortgages, looking for any potential savings

[Yahoo/Reuters] Bank of England warns of 'sharp correction' in markets if mood sours on AI or Fed

[Yahoo/Bloomberg] EU Sees New US Trade Demands Hollowing Out Deal Struck by Trump

[Axios] OpenAI's massive AMD deal: Welcome to AI's mega-blob era

[CNBC] The global M&A engine is roaring, fueled by megadeals and rate-cut bets

[CNBC] New Zealand delivers outsized cut, bringing policy rate to over 3-year low in bid to boost growth

[Yahoo/Bloomberg] Meet Sanae Takaichi, the Populist Poised to Break Japan’s Glass Ceiling

[Bloomberg] Argentina Pulls Out All Stops in Milei’s Defense of Fragile Peso

[NYT] Oracle Fears Add to Doubts About the A.I. Rally

[WSJ] Trump Calls for Jailing of Chicago Mayor and Illinois Governor

[WSJ] The Shutdown Is Already Squeezing These Businesses

[WSJ] The Unofficial Jobs Numbers Are In and It’s Rough Out There

[WSJ] What Is the Price of Gold Telling Us?

[WSJ] Homeowners Are Pouncing on the Tiniest Drop in Mortgage Rates

[WSJ] America’s Soybean Farmers Are Panicking Over the Loss of Chinese Buyers

[WSJ] Trump’s Wind Energy Assault Stings Red States

[WSJ] How China Threatens to Force Taiwan Into a Total Blackout

[FT] Jefferies reveals $715mn fund exposure to First Brands invoices

[FT] Bank of England flags risk of ‘sudden correction’ in tech stocks inflated by AI

[FT] Gold price tops $4,000 for first time

[FT] French PM sees ‘convergence’ in last-ditch budget talks

[FT] The populist shadow hanging over central banks and QE

[FT] Lessons for the Fed from my time at the helm of Argentina’s central bank

[FT] US tariffs are still *checks notes* around 10 per cent