Monday's News Links

[CNBC] S&P 500 rises to start November trading: Live updates

[AP] Government shutdown could become longest ever as Trump says he ‘won’t be extorted’ by Democrats

[Axios] "Most important case ever": Supreme Court to decide fate of Trump's tariffs

[Yahoo/Reuters] Trump says China, other countries can't have Nvidia's top AI chips

[Reuters] Tariffs, TACOs, and dollars: global markets in a year of Trump 2.0

[Reuters] Fed's Miran says he can't base policy stance on buoyant financial markets

[Yahoo/Bloomberg] Fed’s Miran Repeats View Policy Remains Too Restrictive

[The Hill] 5 takeaways from Trump’s ‘60 Minutes’ interview

[Reuters] Euro zone manufacturing stagnates in October amid weak demand, PMI shows

[CNBC] China’s factory activity slows down in October, missing expectations, private survey shows

[Yahoo/Reuters] Asia's factories stumble as US tariffs hit order books

[Reuters] Russia says its forces advance in embattled Ukrainian city of Pokrovsk

[Bloomberg] The Shift to Shorter-Dated US Debt Is Only Getting Started

[Bloomberg] Riskiest Consumer Borrower Ranks Swell as Personal Loans Surge

[Bloomberg] Trump Says China Knows ‘Consequences’ of an Attack on Taiwan

[Bloomberg] China Vanke Bonds Plunge After State-Owned Backer Tightens Loan Rules

[Bloomberg] UK Sends Ukraine More Storm Shadow Missiles to Strike in Russia

[NYT] Supreme Court Confronts Trump and His Tariffs in Test of Presidential Power

[WSJ] Risky Loan From Housing-Bust Era Is Making a Comeback

[FT] Don’t mess with the Fed

[FT] Systematic credit is still small, but hot

Sunday Evening Links

[CNBC] Stock futures are little changed to start November trading: Live updates

[AP] Shutdown stalemate set to drag into sixth week as Trump pushes Republicans to change Senate rules

[AP] Flight delays persist as government shutdown leads to air traffic controller shortages

[Yahoo/Bloomberg] Trump Says Immigration Raid Efforts ‘Haven’t Gone Far Enough’

[Yahoo/Reuters] Bessent says high US interest rates may have caused housing recession

[AP] Trump says China’s Xi has assured him that he won’t take action on Taiwan during Republican’s term

[WSJ] Democrats Urge Trump to Engage in Talks as Shutdown Closes In on Record

Sunday's News Links

[Yahoo Finance] Fed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week

[Yahoo/Bloomberg] AI Rally and Volatility Define Stock Run Since Trump’s Return

[AP] Tariffs are Trump’s favorite foreign policy tool. The Supreme Court could change how he uses them

[Yahoo/Fortune] In private credit, banks are ‘quietly preparing for some distress on the horizon’ by requiring ever-stricter legal terms for debt-ridden companies

[Axios] China has been an "unreliable partner", Bessent says

[Yahoo/Bloomberg] China to suspend some rare earth curbs, probes on US chip firms

[Yahoo/Reuters] Australia's home prices surge by most in over two years in October

[Bloomberg] The Ranks of Corporate Zombies Are Growing: Credit Weekly

[Bloomberg] Investors Eye Quick-Twitch Quant Strategies to Handle Next Shock

[Bloomberg] Troubled Nations Mount Comeback to Debt Markets Amid Yield Hunt

[Bloomberg] China Hits Out at Japan’s Takaichi for Meeting Taiwan’s Lin

[NYT] Will Trump’s Tariff Deal Tilt the Playing Field Back Toward China?

[NYT] Putin Brandishes Menacing Nuclear Weapons as Talks With U.S. Falter

[WSJ] China Is Filling Up Its Oil Reserves Fast

[FT] Private capital zombie firms will pile up in next decade, says EQT chief

[FT] US accused of ‘bully-boy’ tactics to sink climate deal