Tuesday's News Links

[CNBC] S&P 500 drops for a fourth day as tech shares slump, bitcoin breaks below $90,000: Live updates

[Yahoo/Bloomberg] Japan Bond Rout Deepens on Fears Over Takaichi’s Fiscal Package

[Yahoo/Bloomberg] Crypto Plunge Adds to Angst as Markets Extend Broad Retreat

[CNBC] Bitcoin briefly falls below $90,000 to lowest since April as cryptocurrency gives up 2025 gain

[Reuters] Morning Bid: Fear and caution grip markets

[Bloomberg] ‘Sell Japan’ Trade Emerges as Fiscal Worry, China Tensions Weigh

[Yahoo/Reuters] Bitcoin drops below $90,000 in sign of souring mood

[Yahoo/Reuters] Bubble or breakout? Nvidia earnings put AI boom under the microscope

[Yahoo/Reuters] No company is immune if AI bubble bursts, Google CEO Sundar Pichai says

[Reuters] As data flow revives, Fed still faces a deep policy divide

[Yahoo/WSJ] Higher Tariffs Take Toll on Global Growth, and Impact Is Set to Linger

[AP] US has warned others to avoid loans from Chinese state banks. But it’s the biggest recipient of all

[Yahoo/Bloomberg] Klarna Revenue Surges as Longer-Term Loan Book More Than Doubles

[Yahoo/Reuters] BOJ chief to hold first bilateral meeting with PM Takaichi

[Reuters] Japan warns citizens in China about safety as diplomatic crisis deepens

[Bloomberg] Japan’s Bond Rout Deepens as Fears Grow Over Takaichi’s Package

[Bloomberg] Takaichi Faces Pressure Before Ueda Meeting as Yen, Bonds Slide

[Bloomberg] US Companies Shed 2,500 Jobs as October Drew to a Close

[Bloomberg] China’s Grip on American Medicine Cabinets Grows More Entrenched

[Bloomberg] Ueda Signals BOJ Remains on Rate Hike Path After PM Meet

[Bloomberg] China Accuses Takaichi of Reviving Japan’s ‘Militarist Demons’

[Bloomberg] Russia’s Oil Flows and Prices Deepen Slide in Hit to War Funding

[NYT] The Fed Is Cutting Bank Oversight. Critics See Risks.

[NYT] High Hamburger Prices? White House Blames Biden and Migrants.

[WSJ] The ‘JPMorgan Boys’ Behind the U.S. Bailout for Argentina

[FT] Crypto market sheds $1.2tn as traders shun speculative assets

[FT] Oracle’s astonishing $300bn OpenAI deal is now valued at minus $60bn

[FT] Fund managers warn AI investment boom has gone too far

[FT] The growing problem with China’s unreliable numbers

Monday Evening Links

[CNBC] Stock futures little changed after tech slump weighs on markets: Live updates

[AP] Nvidia, bitcoin and other falling stars drag the US stock market lower

[Axios] Trump promises $2,000 tariff checks by mid-2026

[Yahoo/Reuters] Fed's Waller says weak job market justifies rate cut in December

[Yahoo/Bloomberg] Fed’s Cook Contests ‘Baseless’ Mortgage Fraud Claims to DOJ

[Bloomberg] Blue Owl Plunges to 2023 Low After Blocking Exit From Fund

[Bloomberg] First Brands Demise Forces Lending Firm Raistone to Seek Rescue

[Bloomberg] ‘Ugly’ Technicals Put the US Stock Rally at Risk of Correction

[Bloomberg] China Raised Gold Reserves by 15 Tons in September, Goldman Says

[Bloomberg] China’s Return to Wolf Warrior Rhetoric Is a Mistake

[Bloomberg] Hong Kong Property Concerns Deepen Among Bankers and Regulators

[WSJ] Market Rout Intensifies, Sweeping Up Everything From Tech to Crypto to Gold

[WSJ] Why Ford Can’t Find Mechanics

[WSJ] Why China Is Picking a Fight With Japan

Monday Afternoon Links

[CNBC] Stocks waver to start the week; Alphabet rises on Berkshire stake: Live updates 

[Yahoo/Bloomberg] CoreWeave’s Worst-Ever Week Shows AI Traders Are Getting Picky

[Yahoo/Bloomberg] Crypto’s Riskiest Tokens Plummet to Pandemic-Era Levels

[Yahoo/Reuters] US construction spending rebounds in August

[Yahoo Finance] More than half of US homes lost value in the past year

[CBS] Nearly a quarter of households live paycheck to paycheck, report finds

[Yahoo/Bloomberg] Japan’s Takaichi Has Few Options to End China’s Retaliation

[WSJ] Fed’s Jefferson Says Fed Should ‘Proceed Slowly’ With Any Further Easing

[FT] Rajan: The Fed’s delicate balancing act over liquidity

[FT] US probes firms that borrowed $400mn from private credit giant HPS