Monday, October 26, 2026

Tuesday's News Links

[CNBC] Stocks rise as chip stocks gain for a second day, oil prices ease: Live updates

[Reuters] World stocks gain ahead of 'formidable' week for risk; oil prices fall

[Yahoo/Reuters] Analysis-Bond investors are thinking less about the Fed and more about AI, deficits

[AP] 5 things to watch from the Federal Reserve’s next meeting

[AP] Yemen’s Houthis say 2 killed as fighting around city of Taiz intensifies, and other Mideast news

[AP] Voters in Israel are deciding whether to oust Netanyahu after 3 years of war

[Axios] Israel braces for an election each side warns could bring ruin

[Yahoo/Reuters] US core capital goods rise in September; shipments accelerate

[Yahoo/Reuters] US single-family home prices rise further in August, FHFA says

[Yahoo/Bloomberg] Bank of Canada Seen Hiking as Oil Creates Stubborn Inflation: Decision Guide

[Yahoo/Bloomberg] French Banks to Face Investor Scrutiny Over Risks from Turmoil

[Yahoo/Reuters] Euro zone lending holds up even as banks tighten access

[Yahoo/Telegraph] French consumer confidence hits 13-year low after riots

[Yahoo/Reuters] Japan's September corporate services prices rise 3.7% yr/yr

[Reuters] Bank of Korea warns country's chip exports could fall by up to $100 billion if AI spending slows

[Reuters] Ex-BOJ chief Kuroda backs more rate hikes, his former deputy urges caution

[Yahoo/Bloomberg] Chinese Households Are Buying Gold’s Dip as Prices Test $4,000

[Bloomberg] Bond-Market Doubts Grow Over Gridlock as Cure for Deficit Angst

[Bloomberg] France’s Debt Reliance on Foreign Investors Exposes Risks

[Bloomberg] China 5-Year Yield Hits Record Low on PBOC’s Cash Injection

[NYT] The Fed Is Expected to Hold Rates Steady. Warsh Will Have to Explain Why.

[NYT] U.S. Pensions Are Riding the A.I. Wave. For Better or Worse.

[WSJ] Kevin Warsh Wanted the Fed to Be Quiet. Instead, It’s as Noisy as Ever.

[WSJ] A $300 Billion ‘Debt Wall’ Is Looming Over Private-Equity Backed Companies

[WSJ] The ‘Buy, Borrow and Die’ Wealth Strategy Has Become a $5 Trillion Market

[WSJ] Xi Wants to Play Peacemaker. Trump Has Other Ideas for a Historic Summit.