Thursday's News Links

[Reuters] Stocks rise on Fed easing hopes, yen locked in intervention zone

[AP] Black Friday arrives with solid momentum despite tariffs and economic uncertainty

[Reuters] Taiwan says it has discussed with US arms purchases for extra defence budget

[Yahoo/Reuters] China's tech giants move AI model training overseas to access Nvidia chips, FT reports

[Yahoo/Bloomberg] China Vanke Dollar Bonds Tumble to Record Lows as Crisis Worsens

[Bloomberg] China Warns of Nuclear Conflict Risks After Trump Orders Testing

[NYT] As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers

[WSJ] Corporate Dealmaking Is Getting Bigger and Bolder Under Trump

[WSJ] Vanke’s Bid to Delay Bond Payment Sparks Selloff in Chinese Developers

[WSJ] BOJ Rate Hikes Must Proceed With Caution, Board Member Says

[FT] China’s tech giants take AI model training offshore to tap Nvidia chips

[FT] The US is deregulating banks. Will the rest of the world follow?

Wednesday Evening Links

[Reuters] Wall St ends higher on growing bets for December Fed rate cut

[Yahoo/Bloomberg] Trump Says He Won’t Invite South Africa to G-20 in Miami

[Axios] China seeks "alternative world order," U.S. commission warns

[Reuters] Trump told Japan's PM to lower the tone on Taiwan, WSJ reports

[Bloomberg] Gold Holds Gains as Traders Weigh Rising US Rate-Cut Prospects

[Bloomberg] China Property Woes Deepen as Vanke Seeks to Delay Bond Payment

[WSJ] Trump, After Call With China’s Xi, Told Tokyo to Lower the Volume on Taiwan

[FT] Megadeals hit new record as Wall Street’s animal spirits roar back

[FT] Japan needs to end its dangerous debt delusion

Wednesday Afternoon Links

[CNBC] Stocks rise ahead of Thanksgiving holiday, building on strong gains for the week: Live updates

[Yahoo/Bloomberg] Gold and Copper Advance as Fed Interest-Rate Cut Hopes Grow

[AP] US retail sales rose slightly in September, adding to months of big gains

[Yahoo/Bloomberg] Pentagon Cited Alibaba on China Military Aid in Oct. 7 Letter

[Yahoo/Reuters] Pentagon suggests adding Alibaba, Baidu, BYD to list for aiding China military, Bloomberg News reports

[Bloomberg] Fed’s Beige Book Shows K-Shaped Split Deepens Among Consumers

[Bloomberg] Americans Paying Record Electricity Prices as Gas Costs Climb

[Bloomberg] AI Spending Frenzy Echos Early Go-Go Days of Shale, Currie Says

[Bloomberg] Reeves’ Budget Wins the Day, But Stores Up Future Problems

[Bloomberg] Russians Are Starting to Feel Real Economic Pain From Putin’s War

[WSJ] Fed’s Beige Book Underscores Labor-Market, Inflation Concerns