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.
Sunday, January 26, 2025
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
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