Wednesday's News Links

[Yahoo/Bloomberg] Stocks Slip With Focus on Trump’s Picks, US Data: Markets Wrap

[Yahoo/Bloomberg] Gold Rises On Weaker Dollar as Traders Look to US Economic Data

[Yahoo/Bloomberg] Oil Steadies as Traders Await Clues on OPEC+ Production Plans

[Yahoo/WSJ] Russian Ruble Slides to Weakest Level Since Early Days of Ukraine War

[Yahoo/Bloomberg] French Bond Risk Hits Highest Since Euro Crisis on Budget Battle

[Dow Jones] Jobless claims slide to 7-month low. Businesses not cutting many jobs.

[AP] US economy grows at 2.8% pace in third quarter on consumer spending, unchanged from first estimate

[CNBC] Homebuyer demand for mortgages jumps 12%, after first interest rate drop in over 2 months

[Yahoo/Bloomberg] Trump’s Trade Chief Advocates ‘Strategic Decoupling’ From China

[Yahoo/Reuters] China state media warn Trump against mutually destructive tariff war

[Axios] Mexico's president would impose retaliatory tariffs in response to Trump's plan

[Reuters] Exclusive: In careful protest, China Evergrande's investors press for action

[Yahoo/Reuters] German consumer sentiment tumbles on job cut fears, survey shows

[Bloomberg] Bessent Has $6.7 Trillion Mountain of Worry Waiting at Treasury

[NYT] Inflation is Back in Focus as Trumponomics Looms Large Over Global Trade

[WSJ] Trump’s Tariff Message: I’m in Charge of the Economic Agenda

[WSJ] Trump Returns to ‘Maximum Pressure’ as Era of Biden Alliances Ends

[WSJ] Trump Treasury Nominee’s Oil Math Doesn’t Add Up

[FT] Mexico’s new president digs in with radical ideas as Trump threat looms

[FT] French financial markets hit by threat of government collapse

[FT] ‘The hard part starts now’: Lebanon braces for power struggle after ceasefire

[FT] China’s defence minister placed under investigation for corruption

Tuesday Evening Links

[AP] Israel and Lebanon’s Hezbollah agree to a ceasefire to end nearly 14 months of fighting 

[Yahoo/Bloomberg] Federal Reserve officials signal cautious path for rate cuts amid still-high inflation

[Reuters] Fed cites volatility, uncertainty as reasons to go slow on rate cuts

[Yahoo/Bloomberg] Fed Officials Mull Reverse-Repo Rate Cut to Control Benchmark

[Reuters] Mexican president warns Trump tariffs will kill jobs, hints at retaliation

[NYT] Tariff Threats Show Trump’s Commitment to Upending Global Trade

[NYT] He Helped ‘Break’ the Bank of England. Now He May Run the U.S. Treasury.

[NYT] Fed Kept Options Open on Rate Cuts, Minutes Show

[WSJ] Fed Minutes Signal More Caution on Cuts if Inflation Progress Stalls

[WSJ] Trump Fires Salvo on North American Trade Pact

[FT] Federal Reserve minutes show officials backed gradual pace of rate cuts

[FT] Mexico caught cold by threat of Trump trade war

[FT] North Korean casualties in Storm Shadow strike on Kursk, says Kyiv

Tuesday Afternoon Links

[Yahoo/Bloomberg] S&P 500’s Seven-Day Run Puts Fresh Record in Sight: Markets Wrap

[Yahoo/Bloomberg] Exclusive-Trump would impose 25% tariffs on oil from Mexico and Canada under trade plan, sources say

[AP] US consumer confidence ticks higher on better outlook for hiring

[Yahoo Finance] New home sales slump to lowest level in almost two years

[AP] Federal agency raises the size of most single-family loans the government can guarantee to $806,500

[Yahoo/Bloomberg] Goolsbee Says It Makes Sense to Slow Cuts as Fed Nears Neutral