Friday's News Links

[CNBC] Stocks are little changed after CPI data as S&P 500 heads for losing week: Live updates

[Yahoo/Bloomberg] Gold Rebounds After Sharp Drop Sparked by Wider Market Jitters

[Yahoo/Bloomberg] AI Disruption Trade Drives Divide in Travel and Leisure Stocks

[AP] Inflation measure falls to nearly five-year low as gas prices fall and housing costs cool

[AP] As electricity costs rise, everyone wants data centers to pick up their tab. But how?

[Yahoo/Reuters] Fed policy is tighter than thought, inflation not a problem, Miran says

[CNBC] U.S.–China proxy battle over Panama Canal ports set to intensify as CK Hutchison warns of legal action

[AP] Second US aircraft carrier is being sent to the Middle East, AP source says, as Iran tensions high

[Politico] Western countries see World War III coming

[Reuters] Germany's Merz calls for reset with US as old global order crumbles

[Bloomberg] Private Credit’s Software Bet Is Even Bigger Than It Appears

[Bloomberg] AI Disruption Trade Drives Divide in Travel and Leisure Stocks

[Bloomberg] Why China Is Retreating Further From US Treasuries

[Bloomberg] Japan, US Far Apart on $550 Billion Fund Projects, Akazawa Says

[Bloomberg] China’s Credit Growth Picks Up on Seasonal, Government Boost

[Bloomberg] Russia’s Invasion of Ukraine Changed Europe Forever. Here’s How

[NYT] Crises Everywhere, but the Markets Don’t Seem to Mind

[WSJ] A Memory-Chip Shortage Is Squeezing Consumer Tech—and It’s Set to Get Worse

[WSJ] Forget the ‘Sell America’ Trade. Here Comes ‘Hedge America.’

[WSJ] U.S. Is Sending Its Largest Warship to the Middle East

[WSJ] Japan Seizes Chinese Fishing Boat and Arrests Its Skipper

[FT] Wall Street hunts next casualty from AI threat to white collar work

[FT] Tett: The battle between crypto and banks is splitting Trump’s base

[FT] Central bankers aren’t getting along

[FT] What must happen for the world to stack RMB

Thursday Evening Links

[CNBC] S&P 500 futures tick higher as traders await big consumer inflation report: Live updates

[Yahoo/Bloomberg] Real Estate Stocks Sink as Worries About AI Risks Spread

[Yahoo/Reuters] New York Fed's Remache says elevated Fed bond buying to continue until mid-April

[AP] Trump’s EPA revokes scientific finding that underpinned US fight against climate change

[Yahoo Reuters] Global EV sales hampered by China, US slowdown in January

[Bloomberg] Investors Pour Another $4 Billion Into US High-Grade Bond Funds

[Bloomberg] Broker Clear Street Postpones IPO Citing Market Conditions

[WSJ] Worries About AI Disruptions Fuel Stock Slide

[WSJ] Americans With Higher Incomes Are Starting to Fall Behind on Payments

[WSJ] A German General Prepares His Country for War—and the Clock Is Ticking

[WSJ] NATO Has Seen the Future and Is Unprepared

Thursday Afternoon Links

[Reuters] Tech, software rout drags Wall St lower as markets seek returns on AI spending

[Yahoo/Bloomberg] Oil Slips as Risk-Off Mood Overshadows US-Iran Talks Uncertainty 

[Yahoo/Bloomberg] Gold Sinks in Shock Selloff as Traders Cover Stock-Rout Losses

[CNBC] Fed chair drama: Tillis pours cold water on off-ramp for Powell criminal probe

[CNBC] Electricity prices rising by double the rate of inflation. Data center demand means no relief ahead, analysts say

[Yahoo/Bloomberg] Jamie Dimon Must Lower Credit Card Interest Rates, Navarro Says

[Bloomberg] Bitcoin Rout Exposes Bukele’s Gamble and Hits El Salvador Debt

[Bloomberg] Orban Opponent Alleges ‘Russia-Style’ Blackmail via Sex Tape

[NYT] Americans Are Paying the Bill for Tariffs, Despite Trump’s Claims

[WSJ] They Want to Turn Greenland Into an AI Powerhouse. Locals Aren’t Buying It.

[FT] Why the AI attack on software has unnerved so many industries

[FT] Rally in corporate bonds prompts ‘bubble’ fears