Monday's News Links

[CNBC] S&P 500 rises as market attempts rebound on holiday-shortened week: Live updates

[Yahoo/Bloomberg] Big Tech’s AI Debt Wave Is Threatening to Swamp Credit Markets

[Reuters] Record US Black Friday crowds to find fewer bargains amid high prices

[Yahoo/Reuters] Fed's Waller: December cut is appropriate, but action in January more uncertain given coming data

[Axios] Big-name AI founders could hit a wall

[Yahoo/Bloomberg] Bessent Says Health-Care Announcement Coming This Week

[Axios] U.S., Ukraine say they made "meaningful progress" on Trump's peace plan

[Axios] How Trump's 28-point plan for Ukraine shocked the world

[Axios] Airlines cancel flights to Venezuela after FAA warning on military activity

[Bloomberg] Blue Owl Is the Sum of All Investor Fears

[Bloomberg] Amazon Data Center Tally Tops 900 Amid AI Frenzy, Documents Show

[Bloomberg] SPAC Stocks Are Back in Risky Financial ‘Turducken’

[Bloomberg] Why China Can’t Sort Out Its Property Market Mess

[Bloomberg] China Uses Japan Spat to Pressure World to Pick Sides on Taiwan

[NYT] Why Crypto’s Slide Is Rattling Wall Street

[NYT] Why Europe and the U.S. Are Still Haggling on Trade

[NYT] Trade Chaos Causes Businesses to Rethink Their Relationship With the U.S.

[WSJ] AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center

[WSJ] How the U.S. Economy Became Hooked on AI Spending

[WSJ] White House Hails Progress on Ukraine Talks, But Zelensky Is Cautious

[WSJ] Japan’s New Leader Infuriated Beijing. She Isn’t Backing Down.

[FT] What big bond investors want from the UK Budget

[FT] Global fund groups to reach $200tn in assets by 2030, PwC says

Sunday Evening Links

[CNBC] Dow futures rise as market attempts rebound into the holiday week: Live updates

[Yahoo/Bloomberg] Bond Rally of 2025 Faces New Data Vacuum as Waiting Game Begins

[AP] In Geneva, US and Ukraine officials report progress on ending Russia’s war but offer few specifics

[AP] The G20 summit in South Africa ends with the glaring absence of the US after Trump’s boycott

[WSJ] Flood of AI Bonds Adds to Pressure on Markets

[WSJ] Trump Blasts Ukraine, Europe as They Work to Reshape U.S. Peace Plan

Sunday's News Links

[Reuters] Wall St Week Ahead Black Friday puts focus on consumer spending for rocky markets

[CNBC] ‘Stakes are high.’ With shutdown over, airlines predict record numbers of travelers this Thanksgiving

[Yahoo/Bloomberg] US Retail Sales Are Proving Resilient While Risks Mount

[Yahoo/Bloomberg] Private equity firms flood junk debt market to pay themselves

[Reuters] Exclusive: DOGE 'doesn't exist' with eight months left on its charter

[AP] Ukraine and Western allies meet to discuss a US peace plan that has sparked alarm in Kyiv and Europe

[Yahoo/Bloomberg] Carney Says World Can Move on Without US, Stresses New Ties

[Reuters] China says Japan sent 'shocking' wrong signal on Taiwan

[Axios] Fractious UN climate talks end with no direct push on fossil fuels in deal

[Bloomberg] Nvidia Didn’t Save the Market. What’s Next for the AI Trade?

[Bloomberg] Secret US-Russia Talks Led to Peace Plan That Blindsided Ukraine

[Bloomberg] Japan to Deploy Missiles to Island Near Taiwan, Minister Says

[WSJ] Wall Street Goes on a Wild Ride: ‘No One Was Expecting This’

[WSJ] Everyone Is Talking About the ‘Affordability Crisis.’ It Can’t Be Solved.

[WSJ] Trump Calls Obamacare Insurers Fat and Rich. Investors See Them as Vulnerable.

[WSJ] Americans Are on a Year-End Shopping Spree

[WSJ] Trump Says Ukraine Peace Plan Isn’t Final After Criticism It Favors Russia

[Ft] Lawmakers say US secretary of state rowed back on Ukraine peace plan

[FT] Russia exploits western polarisation to ‘split us up’, warns top general