Thursday's News Links

[CNBC] Stocks rise to kick off October as AI-related stocks gain: Live updates

[Yahoo/Reuters] Bond markets slide again, Micron earnings help tech stocks

[Yahoo/Bloomberg] Treasury 10-Year Yield Hits Highest Since 2002 on Rate Outlook

[CNBC] Oil prices rise as Chinese refiners reportedly ban October fuel exports; Brent crude back above $100

[Reuters] Iran readies harder retaliation if attacked as diplomacy faces long odds

[Reuters] Chinese refiners suspend October fuel exports to bolster stocks, sources say

[Yahoo/Reuters] US weekly jobless claims fall; layoffs drop in September

[Yahoo/Reuters] Fed's Kashkari says central bank must lower inflation pressures

[Yahoo/Reuters] Analysis-Investors wary of slowdown in US corporate profit boom

[Axios] Scoop: Rubio ordered Iranian delegation to leave the country, U.S. official says

[Yahoo/Reuters] Greer urges G20 to back Trump tariff agenda, takes aim at China

[Reuters] US tells France and Germany to release diesel stocks or face US export ban, sources say

[Yahoo/Reuters] Euro zone factory growth accelerates again in September, PMI shows

[Yahoo/Reuters] Asian factory activity expands thanks to global AI boom

[Yahoo/Reuters] South Korea factory growth hits 4-month high as export orders boom, PMI shows

[Yahoo/Reuters] Australian home prices fall for sixth straight month, set for worst downturn in 30 years

[Bloomberg] 10 Reasons Investors Are Driving Government Bond Yields Higher

[Bloomberg] Fed’s Kashkari Says He Doesn’t Know How High Rates Must Go

[Bloomberg] Trump Says Warsh Should Have Voted Against Fed’s Rate Hike

[Bloomberg] CCC Debt Turns Distressed for First Time Since 2023 Crisis

[Bloomberg] Dealmakers Face Fresh Risks Chasing $5 Trillion-Plus M&A Record

[Bloomberg] Oura Just Went Through a $1.5 Billion Health-Check

[Bloomberg] Bank of England Must Raise Rates to Maintain Credibility, Mann Says

[Bloomberg] China Eyes More Targeted Fiscal Support After Growth Slowdown

[Bloomberg] Why China Can’t Sort Out Its Property Market Mess

[NYT] Oil Is Flowing From the Persian Gulf, but Prices Remain High. Why?

[WSJ] Fed’s Kashkari Says Inflation Still Too High, Latest Data Didn’t Change View

[WSJ] U.S. Pressure Campaign Leaves Iranian Tankers Stranded in Asian Waters

[WSJ] South Korea Contests U.S. Claims of New $50 Billion Alaska Investment

[WSJ] France Is Ground Zero in the Global Bond Rout

[WSJ] Global Dealmaking Cools in Third Quarter

[FT] Global bond sell-off deepens as Japanese yields jump

[FT] Is circular financing in AI a problem?

[FT] OpenAI’s agents obscured hacking activity in government site breaches

[FT] The trouble with China’s bigger, better batteries

[FT] Philippines’ central bank braces for ‘Godzilla’ El Niño

Wednesday Evening Links

[CNBC] Stock futures are flat as traders eye elevated Treasury yields and brace for jobs report due this week: Live updates

[Yahoo/Reuters] Bonds post worst month in years; stocks decline for September and oil gains

[CNBC] Fed’s Kashkari says inflation is ‘still too high’ even after softer-than-expected PCE data

[Reuters] Fed's Cook: inflation has been too high for too long

[CNBC] Trump ‘thinking about’ diesel export ban, but says it could have ‘negative impact’ on gasoline

[Yahoo/Bloomberg] Trump’s Latest Global Tariffs Face Tough Questions from US Court

[Reuters] Russia sends nuclear warning to NATO as tensions rise in the Baltic

[Reuters] Swiss glaciers lose more than 5% of ice after record heatwave

[Bloomberg] Trump Says Powell Should Be Forced to Resign From Fed Board

[Bloomberg] Micron Sees Margins Narrowing, Overshadowing Bullish Forecast

[Bloomberg] Biggest US Grid Suspends Plan for Data Center Power Auction

[Bloomberg] Who's Who at Jane Street

[Bloomberg] War Exposes the Cost of the West’s Retreat From Oil Refining

[Bloomberg] Australia’s Property Boom Is Unraveling. How Bad Will It Get?

[Bloomberg] Australian Private Credit Woes Add to Global Concern on ‘Gating’

[WSJ] Surging Yields Bring the Bond Market Back to the Turn of the Century

[WSJ] Gross Output Signals an Economic Surge

[FT] US government debt rout triggers ‘vicious loop’ of selling

Wednesday Afternoon Links

[CNBC] S&P 500 rises after data shows inflation slowed last month: Live updates

[Yahoo/Reuters] Oil prices rise on stalled US-Iran talks and tight fuel markets

[Axios] America's hated economic boom

[AP] Fed watchdog finds no crimes in $2.4B building renovation, only mismanagement

[Reuters] AI borrowers face tough sell in risky corners of US credit market

[Telegraph] Debt-ridden France branded ‘the new sick man of Europe’

[Yahoo/Reuters] German inflation hits highest level in almost 3 years 

[Bloomberg] Global Bonds Face Worst Quarter Since 2024 on Inflation Fear

[Bloomberg] Mexico’s Peso Becomes Worst in the World as Carry Traders Flee

[Bloomberg] AI Upstarts Pressured to Get Big-Tech Backstops for Data Centers

[Bloomberg] Bridgewater CEO Warns That AI Threatens ‘Societal Breakdown’

[Bloomberg] Meloni Says She’ll Ask EU for Extra Budget Flexibility on Energy

[Bloomberg] Russia Warns European Plants Arming Ukraine Could Be Targets

[WSJ] Wall Street’s Trading Desks Come Down From a Record High

[WSJ] Growth, Inflation Figures Show Signs of an Economic Pickup

[WSJ] Getting to Know Kevin Warsh

[FT] Bond markets resume sell-off after strong US data

[FT] AI debt surge raises risk of sharp market correction, warns Bank of England

[FT] US oil industry warns diesel prices will not return to normal for a year

[FT] ECB ‘cannot wait’ for high energy prices to fuel wider inflation, top policymaker warns

[FT] Gross: Don’t own bonds and be cautious with stocks