Monday Evening Links

[Yahoo/Bloomberg] Asian Markets Brace for AI Fallout After US Rout: Markets Wrap

[AP] How China's DeepSeek shook up US markets, by the numbers

[Yahoo/Bloomberg] Mexico Peso Sees Worst Day Versus Yen Since August Carry Blowup

[Yahoo/Bloomberg] Dollar Climbs as Bessent, Trump Reignite Universal Tariff Threat

[Yahoo/Reuters] US power stocks plummet as DeepSeek raises data center demand doubts

[Yahoo/Bloomberg] Bessent Wins Senate Confirmation to Be US Treasury Secretary

[Yahoo/Reuters] Trump: DeepSeek's AI should be a 'wakeup call' to US industry

[Bloomberg] Trump Vows ‘Near Future’ Tariffs, Calls DeepSeek Progress ‘Good’

[Bloomberg] DeepSeek Challenges Everyone’s Assumptions About AI Costs

[Bloomberg] DeepSeek Bursts Nvidia’s Bubble

[Bloomberg] Triple-Levered Nvidia Traders Are Gutpunched by 52% One-Day Loss

[Bloomberg] Trump Tells House Republicans He Wants Wall, Immigration Funds

[FT] Tech stocks slump as China’s DeepSeek stokes fears over AI spending

[FT] ‘Back to 1897’: Latin America scrambles to respond to Donald Trump’s aggression

[FT] The coming great global land reshuffle

Monday Afternoon Links

[CNBC] Live Updates: Nasdaq falls more than 3%, S&P 500 slides as China’s DeepSeek triggers Nvidia rout

[Yahoo/Bloomberg] Yen Outperforms G-10 Peers as Haven Appeal Grows

[Yahoo/Bloomberg] Oil Declines as Trump’s Rapid-Fire Trade Moves Rattle Market 

[Yahoo/Bloomberg] Power providers drop with Big Tech on DeepSeek AI worry

[Yahoo/Bloomberg] Bullish Tech Traders Made Record Wrong-Way ETF Bets Before Rout

[Yahoo/Bloomberg] DeepSeek Curbs Signups for AI Chatbot Amid ‘Malicious’ Attacks

[Yahoo Finance] DeepSeek sell-off reminds investors of the biggest earnings story holding up the stock market

[Yahoo/Reuters] Trump's second term illuminates bullish path for gold in 2025

[Yahoo/Bloomberg] US New-Home Sales Jump at End of 2024 to Post Second Annual Gain

[Yahoo/Bloomberg] Carney Says Canada Can Use Electricity for Leverage If US Starts Trade War

[Bloomberg] Trump Calls for ‘Iron Dome’ for US Homeland Missile Defense

[Bloomberg] Trump Orders Federal Government Control Over California Water

[WSJ] New Voters Could Shake Up Fed Meetings This Year

[FT] Vanke’s woes reignite fears for China’s property sector