Friday's News Links

[Reuters] Gold set for best week in five years

[CNBC] Stocks lower after regional bank worries fuel market sell-off: Live updates

[Yahoo/Reuters] Global bank stocks shiver as US credit risks spark reality check

[Yahoo/Bloomberg] Trump Says Threatened High Tariffs on China ‘Not Sustainable’

[Yahoo/Reuters] US bank stocks plunge as investors grow uneasy about mounting risks

[CNBC] CNBC Daily Open: Bad loans by regional banks should concern us all

[Reuters] Rapid growth of ETF market triggers fears of bubble

[Yahoo/Bloomberg] Trump’s Plan for a Second Putin Meeting Undercuts Ukraine Push

[Yahoo/WSJ] China’s Communist Elites Gather to Map Strategy

[Bloomberg] Fed Staff Query Missing $1.4 Trillion Hedge Fund Treasuries Pile

[Bloomberg] Xi Is Never Giving Up His Newfound Leverage Over Trump

[Bloomberg] Auto Loan Delinquencies Jump 50% as Car Prices Reach New Heights

[Bloomberg] Bitcoin Struggles to Find Momentum After Historic Wipeout

[Bloomberg] Bessent Is Reverting to His Hedge Fund Ways With Argentina

[Bloomberg] Japan’s Opposition Party Leader Says Coalition Chance Is ‘50-50’

[Bloomberg] US Bombings Fuel Speculation Over Disappearances in Trinidad

[WSJ] The Auto Industry Is Panicking About Another Potential Chip Shortage

[WSJ] Venezuela Mobilizes Troops and Militias as U.S. Military Looms Offshore

[WSJ] The John Bolton Indictment

[FT] Investors warn on leveraged loan risks after First Brands collapse

[FT] Rajan: Could central banks ease too much?

[FT] Tett: AI has a cargo cult problem

[FT] Europe is the biggest loser in US-China rare earth wars

[FT] How Vladimir Putin’s history rant in Alaska nudged Donald Trump closer to Ukraine

Thursday Evening Links

[Yahoo/Bloomberg] Gold Climbs to Record on Bank Woes, Fed Bets and Trade Tensions 

[CNBC] Regional banks, Jefferies shares tank as concerns about sour loans grow on Wall Street

[Yahoo Finance] Wall Street credit worries intensify after Dimon's 'cockroach' warning

[Yahoo/Reuters] US budget deficit falls 2% to $1.775 trillion in fiscal 2025

[CNBC] Tariff costs to companies this year to hit $1.2 trillion, with consumers taking most of the hit, S&P says

[Axios] Trump says he and Putin will hold second summit on Ukraine in Budapest

[Yahoo/Bloomberg] Trump Says He’s ‘Worked Our Magic’ on Deal to Lower Beef Prices

[AP] Ex-Trump national security adviser Bolton charged with storing and sharing classified information

[Bloomberg] Gold and Silver Hit Records on Credit Fears, US-China Tensions

[Bloomberg] Banks’ Trio of Alleged Frauds Spark Fears of Broader Issues

[Bloomberg] Goldman’s Waldron Cautions on Fallout From Credit ‘Explosion’

[Bloomberg] Blue Owl Seals Largest Private Capital Deal for Meta’s AI Growth

[NYT] Head of the U.S. Military’s Southern Command Is Stepping Down, Officials Say

[WSJ] New Credit Fraud Fears Raise More Worries About Regional Banks

[WSJ] Justice Department Indicts Former Trump Adviser John Bolton

[FT] Banks tap Fed lending facility in sign of short-term market strains

Thursday Afternoon Links

[CNBC] Stocks give up gains, trade lower with the Dow down 300 points: Live updates 

[Reuters] US regional bank stocks hit by Zions' charge-off, fraud allegations

[Yahoo/Bloomberg] US Seeks Independent Bankruptcy Probe of First Brands Crash

[Yahoo/Bloomberg] US Homebuilder Sentiment Rises By Most Since 2024

[Reuters] Exclusive: Fed's Miran says he is not focused on asset price boom in push for lower rates

[CNBC] Feds to seek indictment against former Trump advisor John Bolton on Thursday: reports

[AP] Trump speaks with Putin as he considers Ukraine’s push for long-range missiles

[MSN/WP] U.S. Special Operations Helicopters Near Venezuela Expand Caribbean Mission

[Reuters] Large Russian assault near town of Dobropillia repelled by Kyiv's forces, says Ukraine brigade

[Reuters] Inside Ukraine's drone campaign to blitz Russia’s energy industry

[Bloomberg] Zions, Western Alliance Disclose Bad Loans Tied to Alleged Fraud

[Bloomberg] Private Credit on the Defensive Again Over ‘Mark-to-Myth’ Study

[Bloomberg] China Blames US for Trade Tensions, Warns Against Decoupling

[NYT] Renting a San Francisco Apartment in the A.I. Boom? Good Luck.