Sunday, February 1, 2026

Monday's News Links

[CNBC] S&P 500 falls to start week on bitcoin decline, Nvidia pullback: Live updates

[CNBC] Oil slides over 5% as Trump signals Iran talks, easing supply shock fears

[Yahoo/Bloomberg] Korea’s World-Beating Stock Rally Stumbles as Risk-Off Wave Hits

[Yahoo/Bloomberg] The $3 Trillion AI Data Center Build-Out Becomes All-Consuming For Debt Markets

[Yahoo/Bloomberg] Oracle to Raise Up to $50 Billion in 2026 for Cloud Buildup

[AP] Speaker Johnson faces tough choices on partial government shutdown and debate over ICE

[Yahoo/Reuters] Japan PM Takaichi must face bond investors before winning over voters

[Bloomberg] Bitcoin Flirts With Lowest Price Since Trump’s Return to Office

[Bloomberg] Dudley: Warsh Has Promised More Than He Can or Should Deliver

[Bloomberg] Software Slump Sees Another Leveraged Loan Deal Put on Hold

[Bloomberg] Private Credit Is Headed for a Software Shock

[Bloomberg] Japan’s Bond Market Has a Warning for America

[Bloomberg] Michael Saylor’s High-Stakes Bitcoin Bet Faces Fresh Strain

[Bloomberg] BOJ Summary Suggests Emerging Urgency Around Timely Rate Hikes

[Bloomberg] China’s Factory Activity Gauge Expands for Export-Oriented Firms

[Bloomberg] Vanke’s Record Loss Leaves Developer at Mercy of State Backer

[NYT] The Effects of Tariffs, One Year Into Trump’s Trade Experiment

[NYT] Western Ski Resorts and Their Terrible, Horrible, No Snow, Very Bad Year

[WSJ] Saying You Want to Shrink the Fed Is One Thing. Doing It Is Another.

[WSJ] The Housing Market Is Swinging Toward Buyers

[FT] Markets are set to test Warsh 

[FT] An oral history of the Fed’s Covid-19 crisis

[FT] The stablecoin war: Wall Street vs crypto over the future of money