Thursday, December 4, 2025

Friday's News Links

[CNBC] Stock futures are little changed ahead of key inflation data: Live updates

[Axios] Exclusive: Some AI dangers are already real, DeepMind's Hassabis says

[Yahoo/Bloomberg] BOJ Is Said Likely to Raise Interest Rates at December Meeting

[Yahoo/Reuters] US trade with China probably needs to be smaller, USTR's Greer says

[Bloomberg] What Is Taiwan’s T-Dome Defense System? How Would It Thwart Chinese Attacks?

[NYT] Canada Declares Stellantis in Default for Moving Jeep Production to U.S.

[FT] There’s a black hole where central banks’ theory of inflation should be

[FT] India cuts interest rates amid soaring growth and low inflation

Thursday Afternoon Links

[CNBC] Stocks are little changed with few market catalysts ahead of next week’s Fed decision: Live updates

[Bloomberg] Private Credit Profits Come Under Threat as Loan Margins Narrow

[Bloomberg] The Rise of AI Reasoning Models Comes With a Big Energy Tradeoff

[Bloomberg] Pulte Faces Federal Watchdog’s Probe After His Fraud Accusations

[FT] OpenAI’s ‘code red’ moment

[FT] How will a rise in Japanese interest rates affect global markets?

[FT] The US may be running the wrong AI race

Thursday's News Links

[CNBC] Stocks are little changed as rate cut bets strengthen: Live updates

[CNBC] Treasury yields rise slightly even as traders continue to bet on a December rate cut

[Reuters] US weekly jobless claims drop to lowest level in more than three years

[Yahoo Finance] Companies announced more than 71,000 layoffs last month in worst November since 2022: Challenger

[Reuters] Economists double down on December Fed cut despite policymaker divide: Reuters poll

[Reuters] Focus: Hedge funds double down using near-record leverage in quest to boost returns

[Reuters] Hedge funds boost AI tech bets to highest since 2016, Goldman Sachs says

[Yahoo/Bloomberg] Market Doubts Hassett Can Deliver at Fed, Says PGIM’s Peters

[Axios] Main Street bust threatens the entire economy

[Axios] Gen Z loses faith in America

[Reuters] Ukraine says it wants 'real peace, not appeasement' with Russia

[Yahoo/Reuters] BOJ wins first showdown with Takaichi - what's next is less certain

[Reuters] Putin says Russia will take all of Ukraine's Donbas region militarily or otherwise

[Politico] Putin: Russia will take Donbas. End of.

[AP] Putin says there are points he can’t agree to in the US proposal to end Russia’s war in Ukraine

[Reuters] Exclusive: China massing military ships across region in show of maritime force, sources say

[Bloomberg] Trump’s Plan For AI Dominance Threatened by His Own Attacks on Solar, Wind Power

[Bloomberg] BOJ Can Only Gauge Neutral Rate Within Wide Range, Ueda Says

[Bloomberg] Key Japan Officials Would Go Along With a BOJ December Rate Hike

[Bloomberg] China’s 30-Year Bond Yield Nears One-Year High Into Key Meetings

[NYT] 18,000 Reasons It’s So Hard to Build a Chip Factory in America

[WSJ] BOJ’s Ueda Says Unsure How Many More Rate Hikes He Will Make

[WSJ] The World Has More Billionaires Than Ever

[FT] Transcript: Wall Street frets over Hassett as potential Fed chair

[FT] First Brands financier says ‘a lot of people made a lot of money’ from bankrupt group

[FT] Japanese 10-year bond yields rise to highest level since 2007

[FT] Bank of England to consult major private credit groups on stress test

[FT] Emmanuel Macron warns of ‘disintegration’ risk to world order in Xi Jinping meeting