Thursday's News Links

[CNBC] S&P 500 slides for a third day as investors rotate out of tech and into economic growth plays: Live updates

[Reuters] Asian stocks at record high, US jobs data buoys yields, dollar

[Reuters] Indian IT stocks slide over 4% to four-month low

[AP] US applications for jobless benefits fall to 227,000 last week, remaining at recent healthy levels

[CNBC] January homes sales tank more than 8%, as Realtors say potential buyers are ‘struggling’

[CNBC] Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales

[Axios] AI insiders are sounding the alarm

[Reuters] Crypto lender BlockFills suspends withdrawals amid faltering bitcoin price

[Yahoo/Reuters] China's Lenovo warns of PC shipment pressure from memory shortage​

[AP] EU leaders meet to counter pressure from Russia, China and Trump

[Reuters] Ukrainian capital Kyiv under 'massive' attack from Russian missiles, officials say

[Bloomberg] AI Can Be Transformational and Still Be a Bubble

[Bloomberg] AI-Driven Debt Binge Threatens to Disrupt Passive Credit Funds

[Bloomberg] Citigroup Rates Desk Says Market Is Too Calm About US Inflation

[Bloomberg] Five Reverse Yankee Bond Sales to Push Volumes Past 2007 Record

[WSJ] The Demand for Bonds Is Insatiable. Even Risky Borrowers Are Reaping the Benefits.

[WSJ] What Sweeping Revisions and a Blowout Month Tell Us About the U.S. Job Market

[WSJ] Pentagon Prepares Second Aircraft Carrier to Deploy to the Middle East

[FT] US businesses and consumers pay 90% of tariff costs, New York Fed says

Wednesday Evening Links

[CNBC] Dow futures are little changed after index ends three-day win streak: Live updates

[CNBC] Japan stocks extend post-election rally with Nikkei 225 breaching 58,000 for the first time

[CNBC] Trump orders Pentagon to buy power from coal plants

[Bloomberg] Fed’s Miran Says There’s Still a Variety of Reasons to Cut Rates

[Bloomberg] China Slams Taiwan’s ‘Sycophantic’ Praise of Takaichi Landslide

[WSJ] The Mega-Rich Are Turning Their Mansions Into Impenetrable Fortresses

Wednesday Afternoon Links

[CNBC] Dow ticks lower as investor enthusiasm for better-than-expected jobs data wanes: Live updates

[Yahoo/Bloomberg] Silver Jumps Above $85 an Ounce as Traders Weigh Market Balance

[Yahoo/Bloomberg] Bitcoin Slides Below $67,000 as Crypto Diverges From Stocks

[AP] CBO: Federal deficits and debt to worsen over next decade

[Yahoo/Bloomberg] Wall Street Bonuses Help Shrink NYC Budget Gap by $5 Billion

[Bloomberg] Kevin Warsh’s Fed Job Already Looks Impossible

[NYT] Federal Debt to Hit Record Levels, Budget Office Warns

[WSJ] U.S. Budget Hole Set to Deepen by Trillions

[FT] Trump’s policies will add $1.4tn to US deficit over next decade, watchdog says

[WSJ] Fed’s Schmid Pushes Back on Rate-Cut Prospects

[WSJ] Here’s What We Learned About the Power Grid During the Cold Snap