Thursday, September 24, 2026

Friday's News Links

[CNBC] Stocks tick higher, but Dow heads for fourth straight losing week: Live updates

[Yahoo/Reuters] Oil slides as US-Iran truce hopes outweigh Houthi attacks on Saudi Arabia

[Yahoo/Bloomberg] Yen Heads for Best Day in Two Weeks After Katayama Jawboning

[Axios] Oracle rekindles the data center debt risks

[Yahoo/Reuters] Analysis-Oracle, Blue Owl project delay sends ripples through AI financing, sources say

[AP] Top Saudi cleric urges troops to defend against the Houthis, and other Mideast developments

[Yahoo/Reuters] US core capital goods orders surge in August

[CNBC] Warsh’s regime change at the Fed pushes ahead – and meets resistance

[Yahoo/Reuters] Japan says Trump voiced concern over weak yen in summit with PM Takaichi

[Yahoo/Reuters] BoE's Bailey says high energy prices make it harder to leave rates on hold

[Reuters] Billions in collateral damage: The hidden cost of Australia's housing slowdown

[Bloomberg] Authers: The Big One Is Rumbling in the Bond Market

[Bloomberg] Treasury Volatility Set for Biggest Jump in Year as Bonds Churn

[Bloomberg] Why High Bond Yields Look Like the New Normal

[Bloomberg] Why One Bond Investor Says France Outlook Echoes Greece in 2010

[Bloomberg] Trump-Xi Summit Goes Big on Pomp But Small on Substance

[Bloomberg] Yen Rises as Takaichi Says Undervalued Currency Is a Problem

[Bloomberg] Florida’s Private Train Brightline Goes Bankrupt Overrun by Debt

[Bloomberg] Pimco Faces AAA Debt Loss After 85% Writedown of Office Complex

[Bloomberg] Stavridis: Putin’s Shadow War Is Testing NATO’s Restraint

[Bloomberg] Brazil Inflation Accelerates Ahead of Tight Presidential Race

[NYT] Iran Proposes 7-Day Plan to End War

[NYT] In Trump’s White House, China’s Dictator Is Welcome. American Media, Less So.

[NYT] Travelers Are Reckoning With the Ultimate Disrupter: Climate Change

[WSJ] Cracks in Oracle’s AI Data-Center Build-Out Appear in Massive New Mexico Project

[WSJ] The Robust U.S. Economy Powers Through Rate Hikes and Rising Bond Yields

[WSJ] Trump Welcomes Xi to White House With Pageantry but Few Concrete Gains

[WSJ] Behind Summit Pageantry, Xi’s Eyes Were on Taiwan

[WSJ] Why the Gulf Wants Trump to Hold the Line on Iran

[FT] Tett: How can we tackle AI’s financial risks?