Tuesday's News Links

[CNBC] Stocks are little changed as Trump approves Nvidia chips sales to China: Live updates

[Yahoo/Bloomberg] Oil Holds Biggest Decline in Three Weeks With Glut in Focus

[AP] Federal Reserve set to cut rate but may signal a pause to come

[Yahoo/Reuters] Hedge funds and state-backed investors bet on volatility in 2026

[Reuters] Morning Bid: Markets riddled with anxiety on almost-Fed day

[Yahoo/Reuters] Trump says support for interest rate cuts is key test for Fed chair nominee

[Yahoo/Bloomberg] Trump’s Nvidia Shift Hands Xi an Opening on Security Curbs

[Yahoo/Reuters] China to limit access to Nvidia's H200 chips despite Trump export approval, FT reports

[Yahoo/Fortune] Borrowing by AI companies represents a ‘mounting potential threat to the financial system,’ top economist says

[Axios] AI's energy gusher

[Yahoo/Bloomberg] US, India Seek to Reset Ties as Trade Deal Remains Elusive

[Reuters] China's Li says tariff consequences increasingly evident

[AP] Zelenskyy refuses to cede land to Russia as he rallies European support

[Reuters] Japan threatening us militarily, China tells German foreign minister

[Bloomberg] Trump Says Rate Cut Will Be Litmus Test For New Fed Chair

[Bloomberg] US Small-Business Optimism Rises on Brighter Sales Outlook

[Bloomberg] Options Traders Bracing for Wild Stock Trading Off Fed Decision

[Bloomberg] The Solution to Hedge Fund Leverage Isn’t More Market Risk

[Bloomberg] Private Credit Hit Deployment Record Last Year, ACC Report Says

[Bloomberg] Traders Are Betting on Fewer Interest-Rate Cuts Across the Globe

[Bloomberg] Fed May Need QE If Market Questions New Chair, Man Group Says

[Bloomberg] When Banks Need Capital, Synthetic Isn’t Good Enough

[Bloomberg] Japan’s Katayama Says Watching Market Trends as Yields Near 2%

[Bloomberg] Japan Builds Up ‘Missile Archipelago’ Near Taiwan to Counter China

[Bloomberg] Merz Says Parts of US Security Strategy Unacceptable for Europe

[Bloomberg] South Korea Scrambles Jets as Chinese, Russia Warplanes Approach

[WSJ] An Unusually Divided Fed Is Expected to Deliver a Rate Cut

[WSJ] Consumer Loans Are Getting Harder to Tally—and the Risks Harder to Gauge

[WSJ] Sam Altman’s Sprint to Correct OpenAI’s Direction and Fend Off Google

[WSJ] China’s Manufacturing Is Booming Despite Trump’s Tariffs

[WSJ] Bank of Japan Governor Sees Little Danger of Rapid Pickup in Inflation

[FT] First Brands rescue loan tumbles in value as bankruptcy drags on

[FT] Data centre boom sparks deals rush

[FT] Russia’s hybrid warfare puts Europe to the test

[FT] El-Erian: The significance of the next Fed chair choice

[FT] China’s open-source AI is a national advantage

[Politico] Trump thrashes European leaders in wide-ranging interview: ‘I think they’re weak’

Monday Evening Links

[CNBC] Stock futures are little changed as Trump approves Nvidia chips sales to China: Live updates

[Yahoo/Reuters] US to allow Nvidia to ship H200 chips to China, Trump says

[AP] Supreme Court seems likely to back Trump’s power to fire independent agency board members

[Axios] "Entirely expected": Netflix responds to Paramount's hostile takeover bid for Warner Bros.

[Yahoo/Bloomberg] BlackRock’s Bitcoin ETF Investors Came Late to the Crypto Party

[Bloomberg] US Treasury Yields Hit Multimonth Highs as Focus Shifts to Fed

[Bloomberg] Fed Independence Risk Troubles Kavanaugh in Trump Firing Fight

[Bloomberg] US Farmers Say $12 Billion Bailout Won’t End Industry Slump

[Bloomberg] Mexico to Hike China Tariffs, Raising Hopes of US Steel Relief

[WSJ] Trump Backs Away From Pledge to Release Boat-Strike Video

[WSJ] Trump Says U.S. Will Allow Nvidia H200 Chip Sales to China, Get 25% Cut

[FT] Volodymyr Zelenskyy says European allies close to finalising revised US peace plan

[FT] Kushner, Gulf money and desperate texts: inside Paramount’s hostile bid for Warner Bros

Monday Afternoon Links

[Reuters] US stocks drop on higher Treasury yields, caution ahead of Fed rate decision 

[Yahoo/Reuters] US households' personal finance worries grew in November, New York Fed says

[Yahoo Finance] Consumers expect medical costs to surge by most in over a decade

[Axios] Jared Kushner is part of Paramount's hostile bid for Warner Bros. Discovery

[AP] Zelenskyy meets in London with European allies on US peace plan and security

[Bloomberg] Treasury Yields Hit Multimonth Highs Before US Auctions, Fed

[Bloomberg] US Consumer Inflation Expectations Hold Steady in New York Fed Survey

[Bloomberg] Insurers Are Doubling Down on AI-Related Stocks as Values Soar

[WSJ] The GOP Can’t Agree on a Healthcare Plan. Some Republicans Are Panicking.

[WSJ] Europe Scrambles for Influence in U.S.-Led Peace Talks on War in Ukraine