Friday's News Links

[CNBC] Stocks rebound after Fed’s Williams revives December rate cut hopes: Live updates

[AP] Asian stocks track Wall Street’s drop, erasing previous day’s gains

[Yahoo/Bloomberg] Wildest Trading Day Since Tariff Shock to Test Dip Buyers’ Nerve

[Yahoo/Bloomberg] Big Tech’s Debt Binge Raises Risk in Race to Create an AI World

[CNBC] New York Fed President Williams sees room for ‘further adjustment’ to rates

[Yahoo/Fortune] Private credit deals see a rise in ‘Bad PIKs’ showing ‘cracks’ in the market for corporate debt

[CNBC] Japan announces $135 billion stimulus package, NHK reports, as Takaichi seeks to boost economy

[Yahoo/Reuters] Japan exports rise in October as slump in U.S. sales eases

[Yahoo/Bloomberg] Ukraine, European Allies Reject Key Parts of US-Russia Plan

[Axios] Trump's full 28-point Ukraine-Russia peace plan

[AP] European leaders assure Ukraine of their support after US peace plan leaves them sidelined

[Bloomberg] Why So Much Is Riding on the Data Center Boom

[Bloomberg] US Inflation-Adjusted Earnings Growth Stalls as Job Market Cools

[Bloomberg] Key Takeaways From Bloomberg’s Look at Private Equity-Backed Life Insurers

[Bloomberg] Japan’s Takaichi Rejects China Demand to Retract Taiwan Remarks

[NYT] Anxiety Over A.I. Spending Returns to Global Markets

[NYT] Three Potential Factors Behind the Market Turmoil

[NYT] The A.I. Boom Has Found Another Gear. Why Can’t People Shake Their Worries?

[WSJ] Nvidia’s Best Wasn’t Enough to Prop Up a Wobbly Stock Market

[WSJ] The Middle Class Is Buckling Under Almost Five Years of Persistent Inflation

[WSJ] The Race to Refinance Makes Mortgages More Expensive for Everyone Else

[WSJ] Japan Approves $135 Billion Stimulus Shot to Help Households, Economy

[WSJ] Trump Peace Plan Demands Major Concessions From Ukraine

[FT] Tett: Behind the AI bubble, another tech revolution could be brewing

[FT] Europe races to respond to US-Russian Ukraine peace plan

Thursday Evening Links

[CNBC] Stock futures little changed after market drops on renewed AI fears: Live updates

[AP] Big swings keep rocking Wall Street as US stocks drop sharply after erasing a morning surge

[Yahoo/Reuters] US banks shelve $20 billion bailout plan for Argentina, WSJ reports

[AP] Trump says Democrats’ message to military is ‘seditious behavior’ punishable by death

[Bloomberg] Bond Traders Probe Japan for Weakness at Belly of Yield Curve

[WSJ] Trump Says Arms Are Going to Taiwan

Thursday Afternoon Links

[CNBC] Dow gives up 700-point gain, turns negative as Nvidia fizzles, rate-cut hopes dim: Live updates

[AP] Jarring swings rock Wall Street as US stocks give up a morning surge

[Reuters] Trump calls Democrats who told US military to refuse illegal orders 'traitors' who should face death penalty

[Yahoo/Reuters] Fed's Hammack warns more rate cuts court financial stability risks

[Yahoo/Reuters] AI boom brings fresh risks to US markets, and more money to M&A

[Yahoo Finance] How Blue Owl found itself at the middle of Wall Street's latest private credit fears

[Yahoo Finance] Home sales rose in October as lower mortgage rates brought out buyers — despite the shutdown disruptions

[AP] U.S. and Russia draw up peace plan for Ukraine that includes big concessions from Kyiv

[Bloomberg] Crypto Market Extends Slide With Bitcoin Dropping Below $87,000

[Bloomberg] Fed’s Cook Keeping Close Eye on Private Credit, Asset Valuations

[Bloomberg] Barr Says Fed Must Move Carefully With Inflation Still at 3%

[Bloomberg] AI Bubble Poses Risks for EMs, South African Central Banker Says

[WSJ] Home Sales in October Rose to Highest Level Since February

[FT] Trump accuses Democrats of ‘seditious behaviour’ punishable by death over video

[FT] US hands Ukraine new peace plan drawn up with Russia

Thursday's News Links

[CNBC] Stocks higher as Nvidia’s strong forecast reignites the AI trade: Live updates

[CNBC] Delayed September report shows U.S. economy added 119,000 jobs, more than expected; unemployment rate at 4.4%

[Yahoo/Bloomberg] Corporate Insiders Buying Stock Dip at Fastest Pace Since May

[Yahoo/Reuters] China imports no US soybeans for second month, Brazil arrivals up 29%

[Yahoo/Reuters] Analysis-Scramble to sell Japan sounds fiscal warning bells

[Reuters] Europeans push back at US plan that would force concessions from Ukraine

[Reuters] China’s shadow navy trains to take Taiwan

[Bloomberg] Blue Owl Money Machine Sputters in Face of Private Credit Cracks

[Bloomberg] The Risks Lurking in Wall Street’s Insurance Takeover

[Bloomberg] The US Has Japan’s Back in Any Dispute with China, Glass Says

[Bloomberg] Global Supply Chain Shocks to Cause Lasting Impacts, FedEx Says

[Bloomberg] China Weighs New Property Stimulus Package as Crisis Lingers

[Bloomberg] Xi Risks Global Blowback If China Cuts Off Rare Earths for Japan

[NYT] December Rate Cut in Doubt as Fed Fault Lines Deepen, Minutes Show

[NYT] Is a Global Housing Bubble About to Burst?

[WSJ] White House’s Ukraine Peace Plan Draws Pushback

[WSJ] China Is Priming Its People and the World for a New Pressure Campaign on Taiwan

[FT] How’s liquidity in the US life insurance sector?

[FT] Who is OpenAI’s auditor?