Sunday, December 7, 2025

Monday's News Links

[CNBC] Stocks are little changed after Wall Street notches back-to-back winning weeks: Live updates

[Yahoo/Bloomberg] Powell’s Vote-Gathering Challenge Shows Test for Next Fed Chair

[Axios] Yes, AI is in a bubble. No, it's not just hype.

[Axios] Where homes are losing value most

[Yahoo/Reuters] German corporate bankruptcies to surge to a decade high in 2025

[AP] China’s exports grow 5.9% in November, while US shipments drop 29%

[Reuters] Chinese carrier holds air drills as Tokyo, Beijing trade barbs

[Reuters] Thailand launches air strikes at Cambodia as border tensions reignite

[Bloomberg] Trump Says He’ll Sign Executive Order Curbing State AI Rules

[Bloomberg] Companies Are Rushing to Bond Markets for Cut-Price M&A Funding

[Bloomberg] Coreweave Shares Fall on $2 Billion Convertible Note Deal

[Bloomberg] Vanke Bondholders Discuss Payment Delay With Shenzhen Officials

[Bloomberg] Chinese Property Firm Wanda Seeks to Delay Payment on $400 Million Bond

[Bloomberg] China’s Trade Surplus Tops $1 Trillion After Exports Rebound

[Bloomberg] Britain Is Headed for Another Huge Spending Fight

[NYT] Powell Faces Pressure From Multiple Fronts as Fed Prepares to Cut Rates

[NYT] China’s Weak Currency Is Powering Its Exports and Drawing Criticism

[WSJ] The Accounting Uproar Over How Fast an AI Chip Depreciates

[WSJ] 401(k)s Are Minting a Generation of ‘Moderate Millionaires’

[WSJ] Trump to Unveil $12 Billion Bailout for Farmers

[WSJ] The Year of America’s Cranky Consumer

[WSJ] Japan Is Out Spending. Bond Markets Seem Nervous About Picking Up the Tab.

[FT] Central bankers take centre stage

[FT] The power crunch threatening America’s AI ambitions

[FT] Donald Trump drives historic shift of power from investors to boardrooms

[FT] Trump’s America and a clash of civilisations with Europe

Sunday Evening Links

[Yahoo/Bloomberg] Trump Warns Netflix-Warner Deal May Pose Antitrust ‘Problem’

[Yahoo/Bloomberg] US Trade Chief Says China Has Complied With Terms of Trade Deals

[Axios] The consumer is "fine" but inflation is "not going down," Dimon says

[AP] Trump says Zelenskyy ‘isn’t ready’ yet to accept US-authored proposal to end Russia-Ukraine war

[Yahoo/Bloomberg] Trump Voices Disappointment in Zelenskiy as Peace Talks Drag

[Bloomberg] OpenAI Goes From Stock Market Savior to Burden as AI Risks Mount

[Bloomberg] Japan Confirms Deeper GDP Decline, Backing Stimulus Package

[WSJ] Trump’s Firing Spree Gives Supreme Court the Chance to Remake Government

Sunday's News Links

[Yahoo/Bloomberg] Powell on track for Fed rate cut despite some dissent

[Reuters] Wall St Week Ahead: Fed's internal split puts spotlight on Powell's rate guidance, dissents

[Yahoo Finance] Crucial Fed decision looms as stocks fly high near records: What to watch this week

[Axios] It's a winner-take-most economy

[Yahoo/Bloomberg] What Bubble? Asset Managers in Risk-On Mode Stick With Stocks

[Yahoo/Bloomberg] Fate of Fed’s Cook Tied to Supreme Court Case on Trump Firings

[Yahoo/Bloomberg] Macron Warns EU May Hit China With Tariffs Over Trade Surplus

[AP] Russian strikes kill 4 as US and Ukraine officials wrap up third day of diplomatic talks

[Politico] Trump’s son suggests president may walk away from Ukraine

[Politico] EU needs its own Ukraine peace plans, says defense commissioner

[Bloomberg] China’s PBOC Extends Gold-Buying Streak as Metal’s Rally Cools

[Bloomberg] China Jet Locks Radar on Japan Military Planes as Tensions Brew

[NYT] A Mysterious Company Came to Town With a $165 Billion Idea

[WSJ] Why Nvidia and Other AI Stocks Have Lost Their ‘Quality’ Status

[WSJ] Trump’s Top Advisers Wage Campaign to Shift His Focus to High Prices

[WSJ] Chinese Jets Locked Radar on Japanese Fighters

[WSJ] See How a Chinese Invasion of Taiwan Could Unfold

[FT] Fed expected to cut rates despite deep divisions over US economic outlook

[FT] America’s affordability crunch is real — and worse under Trump

[FT] Japan frustrated at Trump administration’s silence over row with China

[FT] Ukraine’s Black Sea attacks trigger surge in shipping insurance prices