Monday's News Links

[Yahoo/Bloomberg] Stock Traders Jolted by Fresh Rise in Bond Yields: Markets Wrap

[Yahoo/Bloomberg] China Boosts Yuan Support With Warning, Capital Control Tweaks

[Yahoo/Bloomberg] UK Markets Fall Again as Inflation Countdown Unsettles Traders

[Yahoo/Bloomberg] Oil Hits Five-Month High as US Sanctions on Russia Menace Supply

[Yahoo/Bloomberg] Bitcoin falls to lowest since November in risk-asset sell-off

[Yahoo/Bloomberg] Los Angeles Braces for Second Week of Wind-Driven Firestorms

[Yahoo/Bloomberg] Top Asian Oil Buyers in Turmoil after Sweeping Russian Sanctions

[Yahoo/Bloomberg] Why Biden’s Farewell Russian Oil Sanctions Are a Big Deal

[Yahoo/Reuters] Explainer-How the new AI chip rule from the US will work

[Axios] Trump's Day 1 trade tradeoff

[Yahoo/Bloomberg] Goldman Says Drop in Funding Spread Signals Brisk Equity Selling

[Yahoo/Bloomberg] Reeves Faces Growing Calls For Plan to Quell UK Market Jitters

[Reuters] China flags more policy measures to bolster yuan

[Yahoo/Bloomberg] China Policy Focus to Shift More to Consumption, PBOC’s Pan Says

[AP] China's exports in December grew 10.7%, beating estimates as higher US tariffs loom

[Reuters] Taiwan reports 'significant rise' in suspected Chinese espionage

[Bloomberg] Treasuries Selloff Ripples Through World Markets After Jobs Data

[Bloomberg] Surging Bond Yields Make a Strong Case for Fiscal Sanity

[Bloomberg] Austin Tells OMB $926 Billion Defense Budget Needed, $55 Billion over Current Plan

[Bloomberg] iPhone Loses Global Market Share With Apple AI Absent in China

[Bloomberg] China Developer That Led the Way on Debt Overhaul at Risk Again

[Bloomberg] Europe Threatens to Trigger a Global Scramble for Natural Gas

[WSJ] Why Bond Yields Are Surging Around the World

[WSJ] Goldman Sees Financing as the Future. It Is Rearranging Itself to Reflect That.

[WSJ] China’s Central Bank, Forex Regulators Pledge to Stabilize Yuan

[WSJ] China’s Export Boom Means Trump Tariffs Would Hit Beijing Where It Hurts

[WSJ] The Bomb Is Back as the Risk of Nuclear War Enters a New Age

[FT] Dollar hits two-year high after robust US data puts brake on rate cut bets

[FT] Big US banks set for $31bn quarterly profit as Wall Street business booms

[FT] Companies move to strengthen supply chains on Trump trade war fears

[FT] AI set to fuel surge in new US gas power plants

[FT] China’s trade surplus hits annual record of almost $1tn

[FT] China building new mobile piers that could help possible Taiwan invasion

Sunday Evening Links

[Yahoo/Bloomberg] Asian Stocks Under Pressure After Blowout US Jobs: Markets Wrap

[Yahoo/Bloomberg] Oil Hits Four-Month High After Sweeping US Sanctions on Russia

[Reuters] Los Angeles races to contain wildfires before severe weather returns

[AP] Fires burn Los Angeles schools and destroy outdoor education sanctuaries

[Reuters] Morning Bid: Hot US jobs data stoke yield fire, scold stocks

[WSJ] He Poured $27 Million Into His Malibu Mansion. Now There’s Nothing Left.

[WSJ] Beijing’s Espionage Campaign Against the West

[FT] California fires could be costliest disaster in US history, says governor

Sunday's News Links

[CNN] Live Updates: Deadly Los Angeles wildfires: Crews report progress, but wind warnings remain 

[Yahoo/Bloomberg] Los Angeles fire pushes northeast to threaten Bel Air, Brentwood

[Reuters] San Fernando Valley under threat as Los Angeles fire rages on

[Reuters] Wall St Week Ahead Inflation report could rattle markets after bond yields climb

[Yahoo/Bloomberg] US Inflation Is Set to Back Fed Pause After Robust Jobs Data

[Yahoo/Bloomberg] S&P’s $18 trillion rally threatened by psychology of 5% yields

[Yahoo/Bloomberg] China Stocks Gripped by Gloom in Worst Start to Year Since 2016

[Yahoo/Bloomberg] EM Currencies Are at Central Banks’ Mercy as Fiscal Policy Lags

[Reuters] Tougher U.S. sanctions to curb Russian oil supply to China and India

[NYT] Inside Elon Musk’s Plan for DOGE to Slash Government Costs

[WSJ] China’s Local Governments Settle Overdue Bills With Apartments, Not Cash