Sunday, November 2, 2025

Monday's News Links

[CNBC] S&P 500 rises to start November trading: Live updates

[AP] Government shutdown could become longest ever as Trump says he ‘won’t be extorted’ by Democrats

[Axios] "Most important case ever": Supreme Court to decide fate of Trump's tariffs

[Yahoo/Reuters] Trump says China, other countries can't have Nvidia's top AI chips

[Reuters] Tariffs, TACOs, and dollars: global markets in a year of Trump 2.0

[Reuters] Fed's Miran says he can't base policy stance on buoyant financial markets

[Yahoo/Bloomberg] Fed’s Miran Repeats View Policy Remains Too Restrictive

[The Hill] 5 takeaways from Trump’s ‘60 Minutes’ interview

[Reuters] Euro zone manufacturing stagnates in October amid weak demand, PMI shows

[CNBC] China’s factory activity slows down in October, missing expectations, private survey shows

[Yahoo/Reuters] Asia's factories stumble as US tariffs hit order books

[Reuters] Russia says its forces advance in embattled Ukrainian city of Pokrovsk

[Bloomberg] The Shift to Shorter-Dated US Debt Is Only Getting Started

[Bloomberg] Riskiest Consumer Borrower Ranks Swell as Personal Loans Surge

[Bloomberg] Trump Says China Knows ‘Consequences’ of an Attack on Taiwan

[Bloomberg] China Vanke Bonds Plunge After State-Owned Backer Tightens Loan Rules

[Bloomberg] UK Sends Ukraine More Storm Shadow Missiles to Strike in Russia

[NYT] Supreme Court Confronts Trump and His Tariffs in Test of Presidential Power

[WSJ] Risky Loan From Housing-Bust Era Is Making a Comeback

[FT] Don’t mess with the Fed

[FT] Systematic credit is still small, but hot