Tuesday, September 2, 2025

Wednesday's News Links

[CNBC] S&P 500 rises after Google avoids harsh antitrust penalty: Live updates

[Yahoo/Bloomberg] Gold Extends Gains to Fresh Record on Rate-Cut Bets, Debt Fears

[CNBC] Mortgage demand from homebuyers pulls back, after four weeks of gains

[Axios] Xi, flanked by Putin and Kim, hosts China's largest-ever military parade

[Reuters] 'Peace or War': China's Xi hosts massive military parade with Putin and Kim

[CNBC] China’s Xi says the world faces ‘peace or war’ as Trump claims Beijing conspiring against U.S.

[Axios] America's biggest adversaries "conspire" in Beijing

[Reuters] U.S. Treasury Secretary to begin Fed chair interviews Friday, WSJ reports

[Yahoo Finance] The Fed: All eyes on Stephen Miran’s nomination hearing Thursday as central bank remains under scrutiny

[Yahoo/Bloomberg] Trump Accuses Xi of ‘Conspiring Against US’ With Putin, Kim

[Yahoo/Reuters] U.S. workers are becoming more stressed about finances, BofA survey shows

[Yahoo/Reuters] Central banks urged to pool dollar reserves as Fed help questioned

[Politico] ‘I haven’t seen this much uncertainty since 1968’: Even a Macron resignation won’t save France

[Bloomberg] Xi’s Guest List Is Shorter, More Authoritarian Than a Decade Ago

[Bloomberg] Dudley: Tariff Chaos Reigns and America’s Economy Suffers

[Bloomberg] Investors Snap Up CLOs at Record Pace, Betting on Loan Revival

[Bloomberg] Global Bond Selloff Is Extending With Longer Debt Leading Losses

[Bloomberg] Trump Accuses Xi of ‘Conspiring Against US’ With Putin, Kim

[Bloomberg] Credit Markets Near Records After $90 Billion Bond Sale Spree

[Bloomberg] Le Big Short: French Political Risk Runs Deep

[Bloomberg] Japan’s Long Bonds Join Global Slide as Politics Adds to Jitters

[WSJ] China Flaunts Military Might With Lavish Parade—and Sends Warning to Washington

[WSJ] China Services PMI Expands at Fastest Pace in Over a Year

[FT] Global bonds under pressure as 30-year Treasury yield hits 5%

[FT] Xi Jinping hails ‘unstoppable’ China at landmark military parade

[FT] Lasers, hypersonic missiles and the ‘nuclear triad’: China flexes its military muscle

[FT] The hard data signals the Fed should not cut rates

[FT] Global bond sell-off hits Japanese government debt

[FT] Why memory chips are the new frontier of the AI revolution

[FT] Jane Street revenue eclipses $10bn in a quarter for first time