Sunday, January 26, 2025

McAlvany Wealth Management Tactical Short Q4 Conference Call Thursday

Please join Doug Noland and David McAlvany this coming Thursday, January 30th, at 4:00 pm Eastern/2:00 pm Mountain Time for the McAlvany Wealth Management Tactical Short Q4 recap conference call, “Historic ‘24 Excess Portends Precarious 2025.” Click here to register.

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

Sunday Evening Links

[CNBC] Live Updates: Stock futures are lower ahead of key earnings week: Live updates

[Yahoo/Bloomberg] Asia Eyes Cautious Open as Tariffs Remain in Focus: Markets Wrap

[Yahoo/Reuters] Mexico's peso falls after Trump announces tariffs on Colombian goods

[Yahoo/Bloomberg] Colombia Investors Brace for Peso Slump on Trump Tariffs

[Yahoo/Bloomberg] Dollar Starts Week on Front Foot After Trump’s Colombia Tariffs

[Yahoo/Bloomberg] Trump Puts Tariffs, Sanctions on Colombia in Migrant Dispute

[Reuters] House Republicans divided over how to pay for Trump’s tax cuts

[AP] Trump says inflation isn’t his No. 1 issue. So what will happen to consumer prices?

[Bloomberg] Bond Traders Shift Focus to Fed as Trump Shadows the Outlook

[Bloomberg] Danish Premier Reminds US of Strong Alliance Amid Greenland Spat

[WSJ] Trump Says He Will Impose 25% Tariffs on Colombia in Deportation Showdown

[WSJ] Trump Says He Wants to ‘Clean Out’ Gaza, Send Refugees to Egypt and Jordan

[WSJ] Trump’s ‘Clean Out’ Gaza Proposal Stuns All Sides, Scrambles Middle East Diplomacy

[WSJ] One House, Three Owners: The Ballooning Cost of the American Dream

[FT] US and Colombia threaten trade war in spat over deportees

[FT] Trump proposes ‘clean out’ of Gaza population

[FT] Brussels under pressure to curb green agenda in response to Trump

[FT] Baltic Sea data cable damaged in latest case of potential sabotage