Sunday, October 5, 2025

Monday's News Links

[Yahoo/Bloomberg] Gold Powers Toward $4,000 as US Government Shutdown Drags On

[CNBC] Stocks rise to kick off new week after big bank deal, AMD OpenAI partnership: Live updates

[Yahoo/Reuters] Japan's stocks zoom, yen slumps as Takaichi win dims BOJ hike bets

[Yahoo/Bloomberg] French Markets Sink Amid Growing Fears of Political Paralysis

[Yahoo/Bloomberg] Trump Threatens Job Cuts If Democrats Don’t End Shutdown Monday

[Yahoo/Reuters] Factbox-US government shutdown: How it affects key economic data publishing

[Yahoo/Bloomberg] Online Holiday Spending Expected to Rise 5.3%, Fueled by Debt

[AP] OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure

[Yahoo/Reuters] AI venture funding continued to surge in third quarter, data shows

[Yahoo/Bloomberg] Trump’s Contradiction: Demanding Steep Rate Cuts for a ‘Booming’ Economy

[Axios] Trump, tariffs and trans rights: The Supreme Court's history-making term

[Yahoo/Reuters] Factbox-Foreign companies eye US expansion to lessen fallout from tariffs

[Politico] Macron’s crisis deepens as new French PM and government quit

[AP] French PM resigns hours after naming government, plunging France further into political chaos

[Bloomberg] Goldman Sees Japan Bond ‘Shocks’ Spilling Over to Treasuries

[Bloomberg] Lame-Duck Macron Is Now a Sitting Duck Too

[Bloomberg] Takaichi Adviser Says October Too Early for BOJ Rate Hike

[WSJ] Government Shutdown Drags On With Little Pressure to Break Impasse

[WSJ] Nasdaq Has Become the Market of Choice for Dubious Penny-Stock IPOs

[WSJ] The Coming Trump Tariff Bailout

[WSJ] Japan’s Next Prime Minister Could Make Rate Increases Tricky for Bank of Japan

[WSJ] Why Insurers Are Taking Your Money to the Cayman Islands

[FT] America is now one big bet on AI

[FT] The damaging twilight of the Macron presidency

[FT] IMF vs SRT: Let’s get systemic

[FT] ‘Enormous fear’: Trump’s threats against George Soros chill US non-profits

[FT] The dangers of war in the grey zone

Sunday's News Links

[Yahoo/Bloomberg] Stock Traders Brace for Extended Shutdown Amid Lofty Valuations

[Yahoo/Reuters] Wall St eyes Washington standoff with stocks near records

[Reuters] Layoffs will start if shutdown talks 'going nowhere', says White House

[Reuters] As shutdown drags on, US voters see blame game threatening Democrats and Republicans

[AP] Trump plans aid package for US soybean farmers while seeking trade deal with China

[Yahoo/Bloomberg] Trump to Send Guard to Illinois Over Pritzker’s Objection

[Reuters] How hedge funds performed in September

[Reuters] Takaichi win as Japan leader may delay, not derail, BOJ rate hikes

[Reuters] Russia rains drones and missiles on western Ukraine, Poland scrambles aircraft

[Politico] Poland scrambles jets again as Russian airstrikes kill 5 in Ukraine

[Reuters] Putin says Tomahawk supply to Ukraine would destroy U.S. relations

[AP] Israel and Hamas prepare for negotiations in Egypt ahead of possible ceasefire

[Bloomberg] This Will Be the Supreme Court’s Most Consequential Term Yet

[Bloomberg] Takaichi Win to Support Japanese Stocks, Weigh on Yen, Bonds

[WSJ] AI Investors Are Chasing a Big Prize. Here’s What Can Go Wrong.

[WSJ] Why Corporate Bonds Are on a Tear

[WSJ] Trump’s Team Hones Message on Economy: Just Wait Until 2026

[WSJ] Japan’s Ruling Party, Following Global Trend, Veers Right

[FT] Impact of Trump tariffs is beginning to show in US consumer prices