Wednesday's News Links

[CNBC] Stock higher as traders await Fed decision, Big Tech earnings: Live updates

[CNBC] Oil prices rise as U.S. reportedly tells Gulf countries to prepare for Iran strikes after midterm elections

[CNBC] SK Hynix shares soar over 8% as profit beats, chipmaker to return $25 billion to investors

[Reuters] World Bank sees commodity prices up 23% in 2026 due to Middle East war, other shocks

[Reuters] AI worries expose dollar's hot-money problem

[Yahoo/Reuters] Basis trade retreat spurs shift into new rate bets

[CNBC] Fed meeting live updates: No hike expected, but all eyes on Warsh for what’s next

[Reuters] Fed likely to go into wait-and-see mode on rates

[Yahoo/Reuters] US goods trade deficit unexpectedly widens in September

[CNBC] Mortgage rates fell for the second straight week, but more borrowers still sought savings in riskier loans

[AP] Yemen appeals for help for civilians as Houthis tighten the siege of Taiz, and other Mideast news

[Reuters] US costs of Iran war rise to over $47 billion, according to Pentagon estimate

[CNBC] Trump says Iran war will end ‘when I want it to’ as costs reportedly balloon to $47 billion

[AP] Israelis await final election results as Netanyahu rivals weigh joining forces with Arab parties

[Yahoo/Bloomberg] Wall Street’s AI Debt Machine Is Starting to Choke on Supply

[Axios] Bond investors have gotten picky about AI

[Yahoo/Telegraph] Amazon orders coders to rein in AI use as costs mount

[Yahoo/Reuters] Analysis-As Iran war drags on, airlines pull back on fuel hedges and warn on fares

[BBC] Defeated presidential candidate Flávio Bolsonaro arrives in US after Brazil cancels his passports

[AP] Drone attack hits container ship off Bulgaria’s Black Sea coast, defense minister says

[Yahoo/Reuters] Analysis-China's new export curbs draw a line around its AI crown jewels

[Bloomberg] Fed Expected to Hold Rates With Nod to December: Decision-Day Guide

[Bloomberg] US-Friendly Nations Slash Treasury Purchases by 60%, Led by Asia

[Bloomberg] US Tells Ships to Avoid Unnecessary Transits Through Hormuz

[Bloomberg] The Oil Market Should Brace for a Forever Stalemate in Iran

[Bloomberg] A New Era of Debt Doom Loops Has Begun

[Bloomberg] New US Data Centers Projected to Emit More Carbon Than All of Mexico

[Bloomberg] China Set to Lead in AI Models, Other Key Areas by 2030, BI Says

[Bloomberg] Chinese Government to Speed Bond Sales to Stimulate Growth

[NYT] What to Watch at the Federal Reserve’s October Meeting

[NYT] A Punishing Housing Market Is Squeezing Renters

[WSJ] U.S. Warns Gulf of Possible Short, Intense Renewal of Iran War After Midterms

[WSJ] AI Boom Drives a Jump in Lending, but Bankers Still Sound Cautious

[WSJ] Home Buyers Who Enjoyed Cheap Adjustable Mortgages Are Now Getting a Nasty Shock

[WSJ] Strike Vote by 250 Watchmen Puts Nation’s Busiest Port Complex at Risk

[WSJ] Australia’s Inflation Continued to Accelerate in September

[FT] This is a very interesting time for trashy credit (and all those who love it)

[FT] Why even America’s ‘haves’ are feeling the squeeze

[FT] Iran threatens South Korean shipping group over Hormuz transits

[FT] Flávio Bolsonaro lands in US after fleeing Brazil following election defeat

[FT] China rushes to shore up struggling markets

[FT] The Trump sons’ global network: money, influence and the family business