Friday Afternoon Links

[Yahoo/Bloomberg] Stocks, Yields Rise as Traders Rethink Fed’s Path: Markets Wrap

[Reuters] S&P 500, Nasdaq edge up after strong jobs data boosts market confidence

[Reuters] Israel targets Hezbollah intel HQ in Lebanon, Iran says it will not back down

[Reuters] By mule and helicopter, volunteers deliver aid to Helene victims

[Yahoo/Bloomberg] Larry Summers Says 50 Basis Point Rate Cut in September Was ‘A Mistake’

Friday's News Links

[Yahoo/Bloomberg] Treasury Yields Rise After Blowout Jobs Data: Markets Wrap

[CNBC] 10-year Treasury yield soars after jobs report blows past expectations

[Yahoo/Bloomberg] Oil Set for Biggest Weekly Gain Since Early 2023 on Mideast Risk

[CNBC] U.S. job creation totaled 254,000 in September, much better than expected

[Reuters] US port strike ends, but clearing long ship queues will take time

[Yahoo/Bloomberg] Israel Bombs Beirut Targets as Iran Calls on Arab World to Unite

[Reuters] Khamenei says Israel will not defeat Iran as strikes pummel Lebanon

[AP] Israel extends evacuation warnings in Lebanon, signaling a wider offensive

[AP] US arranges flights to bring Americans out of Lebanon as others seek escape

[Reuters] How might Israel strike back against Iran?

[Yahoo/Bloomberg] Japan’s Ishiba Emphasizes Deflation Fight in Parliament Speech

[Reuters] Timing of BOJ's policy change must align with Japan's broader goal, economy minister says

[Reuters] EU presses ahead with Chinese EV tariffs after split vote

[Reuters] China-focused hedge funds post explosive September returns

[Yahoo/Bloomberg] Global Food Prices Risk Spiking on Worst-Ever Drought in Brazil

[Bloomberg] Traders Wipe Out Bets on Big Fed Cuts as Jobs Data Hits Bonds

[Bloomberg] A Nuclear Iran Has Never Been Closer

[WSJ] Food Prices Rose at Fastest Rate in 18 Months in September, UN Says

[FT] Can Israel destroy Iran’s nuclear facilities by itself?

[FT] ETFs keep coming for private markets

Thursday Evening Links

[Reuters] Indexes end lower ahead of US jobs data, Middle East still in focus

[Reuters] Oil jumps over $3 a barrel as Middle East conflict stokes supply worry

[Reuters] US discusses strikes on Iran oil sites as Israel presses Lebanon offensive

[Reuters Live Updates] Beirut hit as Israel vows ‘very strong’ response to Iran

[Reuters] Oil's shadow over world markets darkens

[CNBC] Here’s everything to expect when the September jobs report is released Friday

[CNBC] Panic buying amid U.S. ports strike is creating supermarket supply concerns

[CNBC] Chaos is building for shippers as U.S. port strike continues and costs rise

[Reuters] Fed's paper losses top the $200 bln mark

[Bloomberg] Here’s How Bad China’s Economy Really Is. Can It Be Fixed?

[NYT] Why Owning (and Buying) a Florida Condo Has ‘Turned Into a Nightmare’

[WSJ] Port Operators to Offer 62% Raises to End Dockworkers’ Strike

Thursday Afternoon Links

[Reuters] Wall Street wavers with key jobs data, Middle East tensions in focus

[Yahoo/Bloomberg] Israel Strikes Hezbollah as Biden Comments Send Oil Surging

[Reuters] Israel strikes Beirut suburb, Hezbollah keeps up cross-border fire

[AP Live Updates]: Countries scramble to evacuate their citizens from Lebanon amid fears of a wider offensive

[AP] The US could see shortages and higher retail prices if a dockworkers strike drags on

[Yahoo/Bloomberg] US Services Activity Expands at Fastest Pace Since Early 2023

[NYT] U.S. Faces Economic Turbulence Just as Recession Fears Eased

[FT] Radar maps show scale of damage from Israeli strikes on Lebanon

Thursday's News Links

[Yahoo/Bloomberg] Stocks Fall, Oil Gains as Mideast Risks Rise: Markets Wrap

[Yahoo/Bloomberg] Yen Extends Steep Fall on Dimming Hopes of Early BOJ Rate Hike

[Yahoo/Bloomberg] Oil Climbs for Third Day as Middle East Supply Risks Dominate

[Reuters] Morning Bid: Dollar surges as European, Japan hawks coo

[Reuters] Israel calls for evacuations from south Lebanon as explosions heard in Beirut

[CNN Live Updates] Beirut hit as Israel vows ‘very strong’ response to Iran

[Reuters Live Updates] Israeli military says it 'eliminated' Hamas government chief in Gaza

[Reuters] Ship queue grows at US ports as dockworker strike enters third day

[Reuters] US weekly jobless claims rise moderately

[Reuters] US planned layoffs dip in September, recruitment firm Challenger says

[Reuters] Thousands in North Carolina still without water days after Helene's destruction

[Yahoo/Bloomberg] Chip Firms Watching Quartz Supply After Hurricane Shut Mines

[Reuters] US office market shows signs of bottoming after big discount sales

[Yahoo/Bloomberg] Ishiba’s Surprise Warning to BOJ Casts Doubt on Hike in 2024

[Yahoo/Bloomberg] Yen Carry Trade Back in Spotlight as Ishiba U-Turn Jolts Markets

[Reuters] BOJ must patiently maintain loose policy, says board member Noguchi

[Reuters] Russia's Lavrov says stands alongside China on Taiwan, other issues

[WSJ] China’s Patriotic Rhetoric Takes a Violent Turn

Wednesday Evening Links

[Yahoo/Bloomberg] China’s Sudden Stock Rally Sucks Money From Rest of Asia

[Reuters] S&P 500 ends near flat as more jobs data awaited; eyes on Middle East

[Yahoo/Bloomberg] Oil Climbs for Third Day as Middle East Supply Risks Dominate

[Yahoo/Bloomberg] Yen Closes Out Worst Day Since 2022 as Rate-Hike Hopes Dim

[Reuters] Thousands in North Carolina still without water days after Helene's destruction

[Reuters] US port strike disrupts hamburger supplies, frozen seafood

[Reuters] Coffee containers pile up at US ports during strike

[Reuters] Fed's Barkin says price pressures may not fade as fast as expected

[FT] US and G7 warn Israel against strikes on Iranian nuclear facilities

[FT] Central banks must stay on inflation alert in era of volatility, BIS says

Wednesday Afternoon Links

[Reuters] Wall Street inches up as Middle East tensions keep investors on edge

[Reuters] Oil prices up 1% on Middle East tensions; US crude stocks build limits gains

[AP Live updates] Israel reports 7 combat deaths as fears mount over a wider conflict in the Middle East

[Reuters] Construction sector helps to lift US private payrolls in September

[Reuters] Fed's Barkin says rates were 'out of sync' before September cut, inflation fight not done

[Reuters] NY Fed warns of big flood risk for properties in its district

[Reuters] Exclusive: Iran's Khamenei warned Nasrallah of Israeli plot to kill him, sources say

[NYT] The Economic Cost of a New War in the Middle East

[FT] Israel steps up offensive against Hizbollah as region braces for retaliation

Wednesday's News Links

[Yahoo/Bloomberg] Stocks Drop in Nervy Wait for Israel Response: Markets Wrap

[Yahoo/Bloomberg] Oil’s War Premium Roars Back After Iranian Strike on Israel

[Yahoo/Bloomberg] Chinese Stocks Soar More Than 7% in Hong Kong on Stimulus Bets

[Yahoo Finance] China and Middle East tensions push commodities into the spotlight: Morning Brief

[AP] Israeli troops battle Hezbollah in Lebanon as fears of a wider war mount after Iran’s missile attack

[Reuters] Israel beefs up forces on Lebanon border as Hezbollah reports clashes with troops

[Yahoo/Bloomberg] Israel Vows Retaliation for Massive Iranian Missile Attack

[Axios] Israel plans massive Iran payback with Middle East on edge

[Reuters] Iranian missile strike on Israel shows capability for greater scale, complexity

[Reuters] Pentagon chief tells Israel that US is 'well-postured' against Iran

[AP Live updates] Iran and Israel swap threats following Tehran’s missile barrage

[Reuters] US private payrolls beat expectations in September

[CNBC] Red-hot refinance demand retreats after tiny bump higher in mortgage rates

[Reuters] Morning Bid: MidEast tension, port strike see edgy Q4 start

[Yahoo/Bloomberg] Hurricane Helene Halts Quartz Mines Vital for Chipmaking and Solar

[Yahoo/Bloomberg] Japan’s $4 Trillion ‘Carry Trade’ Begins to Slowly Unwind

[Yahoo/WSJ] BOE Warns of Sharp Correction as Geopolitical Worries Mount

[Yahoo/Bloomberg] China’s Defaulted Developers Soar 200% in Speculative Frenzy

[AP] Japan’s new Prime Minister Ishiba vows to push a strong defense under the Japan-US alliance

[WSJ] Israeli Response to Iran’s Attack to Set Course of Widening War

[WSJ] That Luxury Home Comes With an Ocean View—and Surging Insurance Costs

[FT] Benjamin Netanyahu vows retaliation after Iran fires barrage of missiles at Israel

[FT] Iran’s hardliners prevail as regime gambles on Israel attack

[FT] Bank of England warns of ‘future stress’ from hedge fund bets against US Treasuries

[FT] ETF flows smash record in third quarter

[FT] China’s ‘World Bank’ gives its backing to wave of renminbi bonds

Tuesday Evening Links

[Reuters Live] Netanyahu says Iran 'will pay' for missile attack

[Reuters] Israel vows response to Iran missile attack as fears of conflict escalation rise

[Yahoo/Bloomberg] Stocks Falter While Havens Gain on Mideast Strife: Markets Wrap

[Yahoo/Bloomberg] Oil Soars After Iran Launches Rockets at Israel in Direct Attack

[Yahoo/Bloomberg] Dockworkers may have the negotiating advantage in their strike against US ports

[Yahoo/Bloomberg] Dockworker Chief Aims to Make History With Election Day Looming

[Axios] Helene leaves "unimaginable" destruction in 6 states, with death toll above 150

[Yahoo/Bloomberg] US Funding-Market Volatility Surges as Wall Street Eyes Fed’s QT

[CNN] Xi vows ‘reunification’ with Taiwan on eve of Communist China’s 75th birthday

[WSJ] Iran Opens the Door to Retaliation

[WSJ] Hezbollah and the Russia-Iran Link

[FT] US economy faces ‘paralysis’ before election as dockworkers go on strike

Tuesday Afternoon Links

[CNN Live Updates] Iran launches missile attack on Israel

[Reuters] Wall Street slides as Middle East tensions rattle investors

[Reuters] Iran launches salvo of ballistic missiles at Israel

[Reuters] Khamenei remains in secure location after missiles fired at Israel, says senior Iranian official

[Reuters] No signs of US labor market deterioration as job openings rebound

[Reuters] US manufacturing steady in September; prices paid measure lowest in nine months