Thursday, September 18, 2025

Friday's News Links

[CNBC] Stocks are little changed after market rallies to all-time highs: Live updates 

[Yahoo/Bloomberg] Gold Nudges Higher as Traders Look for Clues on Rates and Dollar

[Yahoo/Bloomberg] ‘Hedge America’ Trade Fuels Global Rush Into Short-Dollar Wagers

[NPR] House to vote on stopgap funding bill, but health care fight threatens a shutdown

[Reuters] Key parts of Trump's economic agenda now in Supreme Court's hands

[Axios] Senate Republicans squirm over FCC comments on Jimmy Kimmel

[Yahoo/Bloomberg] China Seeks Trade Edge by Shunning US Soy in First Since 1990s

[Yahoo/Reuters] BOJ Governor Ueda's comments at news conference

[Yahoo/Bloomberg] Ray Dalio Says US Monetary Order Is at Risk as Debt Mounts

[Yahoo/Bloomberg] BofA’s Hartnett Says Magnificent 7 Stock Bubble Is Still Growing

[Axios] Late-night hosts react to Kimmel suspension

[Bloomberg] Bond Traders Battle Proposals to Cap Leverage in Repo Market

[Bloomberg] US-Korea Talks Remain Unresolved Over Auto Tariff, Visa Issues

[Bloomberg] BOJ Keeps Rates Steady and Says Will Begin Selling ETFs

[Bloomberg] What the BOJ Unwinding Its ETF Holdings Means for Japan

[Bloomberg] Japan Two-Year Government Bond Yield Rises to Highest Since 2008

[Bloomberg] ‘It’s Going to Hurt Us’: Trump Puts 15,000 Offshore Wind Jobs at Risk With Halt Orders

[NYT] Europe Announces New Sanctions to Ramp Up Pressure on Russia

[NYT] Why the Media Industry Is Bracing for More Blowback

[WSJ] Why the Fed Rate Cut Won’t Ease the Government’s Debt Problem

[WSJ] Trump’s Team Explores Government-Backed Manufacturing Boost

[WSJ] Jensen Huang Walks an AI Tightrope Between the U.S. and China

[WSJ] Bank of Japan to Start Offloading More Assets

[FT] Is America entering a new era of McCarthyism?

[FT] Inside the big fat BDC boom

[FT] Tett: How drones have transformed the nature of war

Thursday Evening Links

[CNBC] Stock futures are little changed after market rallies to all-time highs: Live updates

[Reuters] Trading Day: Fed cuts, world stocks rip 

[Yahoo/Bloomberg] Trump Threatens Licenses of TV Stations That Criticize Him

[Yahoo/Bloomberg] Trump Readies Tax, Criminal Crackdowns on Liberal Groups After Kirk Killing

[Yahoo/Bloomberg] Trump Says Xi Call Could Yield TikTok Deal, Truce Extension

[Yahoo/Reuters] US corporate bond dealmaking jumps day after Fed rate cut

[Politico] Starmer and Trump's united front cracks on subject of Russia-Ukraine war

[Axios] Exclusive: Trump "wrong on the facts" in $15 billion defamation suit, NYT editor says

[Axios] The growing chasm between MAGA and non-MAGA Republicans on Trump's economy

[Bloomberg] ‘Hedge America’ Trade Fuels Global Rush Into Short-Dollar Wagers

[Bloomberg] Blackstone Sees Tight Credit Spreads Fueling Private Debt Boom

[Bloomberg] Subprime-Auto Deals Show Muted Impact From Tricolor’s Collapse

[NYT] Trump Administration Wields Its Full Toolbox to Bring Media to Heel

[WSJ] The FCC, Disney and Jimmy Kimmel

[WSJ] Inside Disney’s Abrupt Decision to Suspend Jimmy Kimmel’s Show

Thursday Afternoon Links

[CNBC] S&P 500 jumps to all-time high a day after rate cut, small-cap Russell on pace for a record close: Live updates

[CNBC] FCC Chair Carr says ‘we’re not done yet’ after Jimmy Kimmel suspension by ABC

[AP] Kimmel’s suspension is the latest display of Trump’s growing power over the US media landscape

[AP] What to know about Brendan Carr, the head of the Federal Communications Commission

[Axios] Supreme Court to hear Trump tariff case Nov. 5, as Cook appeal looms

[Yahoo/Bloomberg] Trump Asks Supreme Court to Let Him Fire Fed’s Lisa Cook

[AP] Average rate on a 30-year mortgage falls again, dips to lowest level since early October

[Bloomberg] Higher Utility Bills to Drive US Energy Development, EQT Says

[NYT] The Fed Has No Good Options as Hiring Wobbles and Inflation Picks Up

[NYT] ‘Tax the Rich,’ French Protesters Cry, as the Wealthy Push Back on Paying More

[WSJ] In Kimmel Suspension, Trump Campaign Against Critics Escalates

[WSJ] Trump Administration Asks Supreme Court to Allow Removal of Fed Governor Lisa Cook

[WSJ] Trump’s Trade War Split Canada and Mexico. Now They Want a United Front.

[WSJ] Florida Orange Output Lowest Since the Great Depression

[WSJ] Protesters in France Push Back on Efforts to Rein In Spending