Wednesday's News Links

[CNBC] S&P 500 rises as investors await Fed rate decision; Nvidia climbs: Live updates

[AP] Missing government data unlikely to sway Federal Reserve from rate-cut path

[Reuters] Fed 'in a fog' as it heads toward another rate cut

[Yahoo/Bloomberg] Trump Expects Lower Fentanyl Tariff, Nvidia Talks With Xi 

[AP] Trump-Xi meeting looms over APEC conference in South Korea as free trade falters

[Yahoo/Reuters] Tariffs to raise costs, delay oil and gas projects in 2026, report says

[Yahoo/Reuters] Analysis-Tech spending plans will test stock market's AI trade

[Yahoo Finance] Trump's team touts 'deal framework' with China. It's unclear what China will demand in return.

[Axios] The job market may be at a tipping point

[Bloomberg] Is the Fed’s Inflation Target Still 2%?

[Bloomberg] Australian Treasurer Sounds Investor Alert as Global Risks Mount

[Bloomberg] Bessent Calls on Japan to Give BOJ Space to Fight Inflation

[Bloomberg] How Affluent Investors Are Using Options Math to Borrow on the Cheap

[Bloomberg] Distressed Fund Seizes Control of One of America’s Largest Malls

[Bloomberg] China Home Sales Slump to Deepen Despite Stimulus, Fitch Says

[Bloomberg] Putin Says Russia Tested Nuclear-Powered Torpedo

[NYT] What to Watch at the Federal Reserve’s October Meeting

[NYT] U.S. Manufacturing’s Mixed Picture in 4 Charts

[WSJ] After Demolishing the U.S.-China Relationship, Trump Is Rebuilding It His Way

[WSJ] Trump, Xi to Discuss Lowering China Tariffs for Fentanyl Crackdown

[WSJ] Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite

[WSJ] Copper Prices in London Hit Record High on Supply Fears

[WSJ] How U.S. Billionaires Stack Up With the Rest of the World

[FT] Apple joins Microsoft and Nvidia in elite $4tn valuation club

[FT] US workers hit by slowing income growth

[FT] BNP Paribas hit by €190mn charge due to fraud case

Tuesday Evening Links

[CNBC] Stock futures were little changed as investors await Fed rate decision: Live updates

[Reuters] US consumer confidence slips to six-month low; worries over job availability rising

[Yahoo/Bloomberg] US Home Prices Post Weakest Gain in More Than Two Years

[AP] South Korea trade deal appears elusive as Trump seeks $350B investment

[Yahoo/Bloomberg] Nvidia CEO Downplays AI Bubble Fears as He Enlists New Partners

[Yahoo/Bloomberg] Trump Uses Government-Investing Push to Boost Nuclear Industry

[Yahoo/Bloomberg] Liquid Credit’s Wobbles Are Good for Private Lenders, Ares Says

[Reuters] Exclusive: US military officials required to sign NDAs tied to Latin America mission, sources say

[Yahoo/Bloomberg] Israel Orders Strikes on Gaza in Fresh Threat to Ceasefire

[Bloomberg] Fed Seen Cutting Rates, But With No Added Signal

[Bloomberg] Goldman Pauses $2.5 Billion Sevita Loan With Plan to Revise Sale

[Bloomberg] JPMorgan Sees Fed Reviving 2019 Playbook to Ease Market Strains

[Bloomberg] China Closing In on US as Leader in Global Science, Study Shows

[WSJ] Senate Rebukes Trump on Brazil Tariffs

[WSJ] Visa Sales Jump as Consumers Keep Spending

[WSJ] Doug Ford: Why Ontario Ran the Reagan Ad

Tuesday Afternoon Links

[CNBC] S&P tops 6,900 for first time as investors bid up AI trade before Fed rate decision: Live updates

[Axios] Fresh Republican shutdown divisions erupt in private call

[Axios] 4 ways federal shutdown pain will spread to millions more Americans

[Yahoo Finance] Layoffs mount at major employers amid tough labor market

[Yahoo/Reuters] US, Japan leaders sign rare earths, nuclear power deal ahead of Trump-Xi meeting

[AP] US launches strikes on 4 alleged drug-running boats in the eastern Pacific, killing 14

[AP] Gaza ceasefire tested as Israel and Hamas exchange fire and blame