Monday's News Links

[Yahoo/Bloomberg] Stocks Bounce After Friday’s Slump: Markets Wrap

[Yahoo/Bloomberg] Gold Holds Near Record High as Weak US Data Spurs Haven Buying

[Yahoo/Bloomberg] Trump’s China Order Interrupts Rally in Emerging-Market Stocks

[Reuters] German election victor Merz plans pivot from US as coalition talks loom

[Reuters] Ahead of UN showdown on Ukraine, US urges countries to vote no on rival European bid for action

[Politico] EU leaders to hold special meeting on defense and Ukraine on March 6

[Yahoo/Reuters] Hedge funds exit tech, media stocks at fastest pace in six months, Goldman Sachs says

[Yahoo/Bloomberg] Options Traders Line Up Hedges Before Pivotal Nvidia Earnings

[Yahoo/WSJ] Apple Earmarks $500 Billion for U.S. Expansion

[Yahoo/Bloomberg] Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs

[Yahoo/Bloomberg] Microsoft Has Dropped Some AI Data Center Leases, TD Cowen Says

[Yahoo/Bloomberg] Merz Needs Forced Marriage With SPD to Seal German Coalition

[Yahoo/Bloomberg] Germany’s Military Spending Plans in Doubt After Rise of AfD and Left Parties

[Yahoo/Reuters] Debt brake reform would be discussed by party leaders, says Germany's Scholz

[AP] Western leaders visit Kyiv and pledge military support against Russia on the war’s 3rd anniversary

[Yahoo/Bloomberg] PBOC’s Policy Flip-Flop Sows Confusion Over Timing of Rate Cuts

[Yahoo/Bloomberg] China’s Local Government Bond Rush Worsens Liquidity Strain

[Yahoo/Bloomberg] Alibaba to Spend $53 Billion on AI Infrastructure in Big Pivot

[Bloomberg] Authers: The Fat Lady Sings, and Germany's Center Holds

[WSJ] Trump Wants to End the War Fast. Russia Has Its Own Timetable.

[WSJ] The U.S. Economy Depends More Than Ever on Rich People

[FT] Europe and US clash over Ukraine in G7 and UN

[FT] Zelenskyy’s toughest battle

[FT] Democrats demand Donald Trump nominee commit to Fed’s independence

[FT] Five takeaways from Germany’s historic election — in charts

[FT] Debt and defence worries for Friedrich Merz after AfD and far left make gains

[FT] ECB faces risk of ‘sleepwalking’ into too many rate cuts, says top official

Sunday Evening Links

[CNBC] Stock futures rise on Sunday evening after losing week on Wall Street: Live updates

[Yahoo/Bloomberg] Asian Equities to Fall After Wall Street Slump: Markets Wrap

[Reuters] Morning Bid: US growth fears compound tariff nerves

[Politico] Germany’s Merz vows ‘independence’ from Trump’s America, warning NATO may soon be dead

[AP] Key federal agencies refuse to comply with Musk’s latest demand in his cost-cutting crusade

[Reuters] Ukraine hemmed in as US backing frays three years after Russian invasion

[Yahoo/Bloomberg] China’s Local Government Bond Rush Worsens Liquidity Strain

[Bloomberg] Germany’s Messy Election Results Won’t Ease Voters’ Fears

[Bloomberg] South Korea’s Stimulus Plans Raise Funding Fears for Debt Market

[Bloomberg] How China Is Rewriting the Law of the Sea

[WSJ] A Brief History of Broken Russian Promises to Ukraine

[WSJ] Federal Agencies Push Back on Elon Musk’s ‘What Did You Do Last Week?’ Email

[WSJ] Trump’s Tariffs Help Trudeau and Canada’s Liberals

[FT] Germany’s election winner pledges ‘independence from US’

Sunday Afternoon Links

[AP] Merz claims victory for German conservatives and the far right heads for strongest postwar result

[BBC] Live Updates: Conservatives head for German election victory as far-right AfD set for second place, exit polls say

[Yahoo/Bloomberg] Merz vows to quickly form government after projections show he’s set to win

[Yahoo/Reuters] What election projections mean for Germany's ailing economy