Tuesday Afternoon Links

[AP] US stocks fall after a discouraging update on inflation

[CNBC] 10-year Treasury yield races back to 5% as inflation data, Waller comments drive rate hike expectations 

[Yahoo/Reuters] Dollar strengthens after US inflation data boosts Fed rate-hike expectations

[Axios] Harsh new inflation reality

[CNBC] Here’s the inflation breakdown for October 2026 — in one chart

[Yahoo/Reuters] Fed's Logan calls for two more rate hikes, possibly rapidly

[Yahoo/Reuters] Troubled US debt levels ticked up in third quarter, New York Fed report says

[CNBC] Credit card debt climbs to a record $1.29 trillion, New York Fed research finds

[Yahoo/Finance] Why Texas is now a 'flash point' for America's AI build-out

[Bloomberg] Bitcoin Drops to Almost Three-Month Low as US Inflation Dims Risk Appetite

[Bloomberg] US Car Prices Topping $51,000 Show Strain of Stubborn Inflation

[Bloomberg] US Household Delinquencies Rise Slightly, NY Fed Report Shows

[Bloomberg] Fed Chair Kevin Warsh Is Now Free to Unleash His Inner Hawk

[Bloomberg] Huang Was the Last Tycoon Standing on US-China Ties

[NYT] The Woman in the Middle of Nvidia’s Spy Scandal

[FT] Treasuries slide as ‘hot’ inflation sparks bets on Fed rate rise