Friday's News Links

[CNBC] Stock futures rise after upbeat tech earnings: Live updates

[AP] Deal between the US and China is undoing damage from a self-inflicted trade war

[CNBC] China manufacturing slump deepens to 6-month low in October, as PMI misses estimates

[Reuters] Taiwan does not want China's 'one country, two systems', president says

[Bloomberg] Trump Touts Rare-Earth Win in Talks That Showed Xi’s Strong Hand

[Bloomberg] Hedge Funds Are Betting Yen Will Slide to 160 by Year’s End

[WSJ] Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough

[WSJ] The Long Road to a U.S.-China Trade Pact

[WSJ] Japan Economy Shows Some Strength as Markets Weigh BOJ Hike

Thursday Evening Links

[CNBC] Stock futures rise after upbeat tech earnings: Live updates

[Yahoo/Bloomberg] Gold Pushes Higher as Market Digests Outcome of Xi-Trump Meeting

[Yahoo/Bloomberg] Trump-Xi Truce Buys Time as Both Seek Leverage in Bigger Fight

[Yahoo/Bloomberg] Trump Says Nvidia Chip Talks With Xi Didn’t Cover Blackwell

[Axios] Powell comments about future rate cuts reflect growing division within the Fed

[Yahoo Finance] Analysis-China signals sharper pivot to consumption as imbalances worsen

[Bloomberg] Traders Go All In on Fed Funds Spread as Liquidity Concerns Build

[Bloomberg] Meta Defies AI Spending Gloom With Its Record-Breaking Bond Sale

[Bloomberg] Meta’s Jumbo Bond Sale Draws Record $125 Billion of Orders

[Bloomberg] BlackRock Ensnared by Loans Tied to Firms Accused of Fraud

[Bloomberg] Private Credit Enters the Equity Business as Borrowers Struggle

[Bloomberg] US Initial Jobless Claims Fell Last Week, State Data Suggest

[Bloomberg] China Tariff Probe to Continue Despite Trump-Xi Deal, Greer Says

[Bloomberg] Fed’s Bowman Moves to Reduce Bank-Supervision Unit By About 30%

[Bloomberg] This Fed Dissent Looks Tame Compared With What’s to Come

[WSJ] Trump’s Vow to Resume Nuclear Tests Leaves Experts Puzzled

[WSJ] Lessons From Trump’s China Trade War

[FT] Xi-Trump summit underlines China’s growing confidence as a US peer

[FT] Federal Reserve plans to shrink board of top banking supervisor