Friday's News Links

[Yahoo/Bloomberg] Stocks Steady on US Bank Earnings Boost: Markets Wrap

[Yahoo/Bloomberg] Gold Gains as Traders Weigh Mixed US Inflation, Labor Data

[Reuters] Oil heads for weekly climb on potential Mideast supply disruption

[Reuters] Morning Bid: Fed 'skip' enters fray as big banks report

[CNBC] Wholesale prices were flat in September, below expectations

[Reuters] Surging US repo activity likely exacerbating funding pressure

[Reuters] Global money market funds draw inflows for third week in a row

[AP] JPMorgan net income falls as bank sets aside more money to cover potential bad loans

[AP] Residents repair their homes and clean up after Hurricane Milton tore through Florida

[Yahoo/Bloomberg] BlackRock Hits $11.5 Trillion of Assets With Private-Market Push

[Reuters] Hezbollah forges new command for crucial ground war after heavy Israeli blows

[Yahoo/Bloomberg] Bank of Korea Pivots With Hawkish Rate Cut as Real Estate Cools

[Reuters] UK economy returns to growth in August after two months of stagnation

[CNBC] Jamie Dimon says geopolitical risks are surging: ‘Conditions are treacherous and getting worse’

[Reuters] Russia's Putin cements ties with Iranian president in Central Asia meeting

[CNBC] Global trade at risk as tensions escalate in South China Sea

[Yahoo Finance] AI 'Godfather' Yoshua Bengio: We're 'creating monsters more powerful than us'

[Bloomberg] A Record $6.47 Trillion Is Piling Up in US Money-Market Funds

[AP] Nobel Peace Prize given to Japanese organization Nihon Hidankyo for its work against nuclear weapons

[NYT] Middle East Conflict Creates a Volatile Moment for Oil Markets

[WSJ] Florida Emerges Scarred After Back-to-Back Hurricanes, Added Punch of Tornadoes

[WSJ] Hurricane Milton Tests the Revamped Plumbing of the Insurance Market

[WSJ] China’s Stimulus Barrage Draws Out Cautious House Hunters

[WSJ] U.S. Officials Race to Understand Severity of China’s Salt Typhoon Hacks

[WSJ] China Finance Ministry Briefing Set to Be Another Boom or Bust Moment for Stimulus Hopes

[FT] Tett: America’s hurricane crises should not be a surprise

[FT] Recent banking turmoil exposed flaws in liquidity rules, say regulators

[FT] How the Gaza ceasefire talks unravelled

[FT] China’s real intent behind its stimulus inflection

[FT] Nobel Peace Prize awarded to Japan atomic bomb survivors’ group

[FT] BlackRock’s assets under management surge to record $11.5tn

Thursday Evening Links

[CNBC] Stock futures are flat as traders await another inflation reading, big bank earnings 

[Reuters] Wall Street ends slightly lower after higher than expected inflation, jobless claims

[Reuters] Hurricane Milton leaves at least 10 dead, millions without power in Florida

[Yahoo/Bloomberg] Milton Leaves Millions Without Power, Snarls Flights

[Reuters] 'Double disaster' in Florida, where tornadoes heralded Milton's arrival

[Yahoo/Bloomberg] Milton Insured Losses Could Reach $50 Billion, Fitch Says

[Yahoo/Bloomberg] Three Fed Officials Shrug Off CPI Report, Bostic Open to Pause

[Reuters] Exclusive: Stop Israel from bombing Iran's oil sites, Gulf states urge US

[Reuters] Private Credit’s Record Quarter Masks Worry of Smaller Deals

[Yahoo/Bloomberg] PE-Backed Firms Suffering Higher Default Rates, Moody’s Says

[Yahoo/Bloomberg] France Hits Big Firms, Wealthy to Trim ‘Colossal’ Debt Pile

[Reuters] French government presents 2025 belt-tightening budget

[WSJ] Iran’s Secret Warning to U.S. Allies: Don’t Help Israel, or You’re Next

[FT] Iran warns of potential change in nuclear doctrine if Israel targets facilities

Thursday Afternoon Links

[Reuters] Wall St mixed as inflation data backs bets of 25 bps rate cut in November

[Reuters] Gold extends gains as rate cut bets strengthen after US economic data

[Reuters] Oil prices jump 4% on US storm and Israel-Iran fears

[Yahoo/Bloomberg] Boeing Would Be Biggest-Ever US ‘Fallen Angel’ If Cut to Junk

[Yahoo/Bloomberg] Russian Attacks Spark Surge in War Insurance for Ukraine Grains

Thursday's News Links

[Yahoo/Bloomberg] Stocks Lower After Hotter Inflation Data: Markets Wrap

[Yahoo/Bloomberg] Oil Gains as Traders Await Israeli Response to Iran’s Attack

[Yahoo/Bloomberg] Volatility Grips Chinese Stocks With All Eyes on MOF Briefing

[CNBC] Consumer prices rose 0.2% in September, hotter than expected; annual rate increased 2.4%

[AP] US filings for jobless benefits jump to 258,000, the most in more than a year

[Reuters] Fed seen delivering 25 bps cut next month after inflation data

[Reuters] Who are buy now, pay later borrowers, and what are they buying?

[Reuters] Latest Updates: Hurricane Milton brings damage, but not catastrophic flooding

[AP] Hurricane Milton live updates

[Reuters] Risks from potentially contested US election appear on market's radar

[AP] Social Security recipients will get a 2.5% cost-of-living boost in 2025, smaller than in recent past

[AP] Severe solar storm could stress power grids even more as US deals with major back-to-back hurricanes

[Yahoo/Bloomberg] PBOC Starts $71 Billion Liquidity Tool for China Stock Investors

[Reuters] BOJ will hike rates if it has more confidence in forecasts, says deputy governor Himino

[Reuters] Argentina's triple-digit inflation slows, but cash-strapped workers struggle to pay bills

[Reuters] Ukraine's Zelenskiy discusses long-range missile use with Britain, NATO in London visit

[AP] China defiant over South China Sea skirmishes in ASEAN talks and blames meddling by foreign forces

[Bloomberg] Food and Shelter Costs Stoke Hotter-Than-Expected US CPI

[WSJ] China’s Central Bank Launches Swap Facility to Boost Stock Market

[WSJ] Taiwan Leader Urges Calm Amid Military Threats From Beijing

[FT] Israel’s growing offensive in Lebanon fuels fears of longer war

[FT] Hurricane Milton to test booming ‘cat bond’ market