Wednesday's News Links

[Yahoo/Bloomberg] Nasdaq Rises as Tech Rebounds Ahead of Fed: Markets Wrap

[Yahoo/Bloomberg] Fed to Hold Rates Steady and Brace for Trump

[AP] Fed likely to hold rates steady despite Trump call for cuts as it awaits tariff, immigration changes

[Yahoo/Reuters] US goods trade deficit widens sharply in December on imports

[CNBC] Mortgage demand drops further, even as interest rates settle

[Yahoo/WSJ] A List of Trump’s Key Executive Orders—So Far

[Yahoo/Bloomberg] Wilbur Ross Says Trump Is ‘Deadly Serious’ About Using Tariffs

[AP] Trump makes moves to expand his power, sparking chaos and a possible constitutional crisis

[Reuters] Factbox: All of Donald Trump's tariff threats

[Reuters] Alibaba releases AI model it says surpasses DeepSeek

[Yahoo/Reuters] Stock hedge funds post big one-day drop in DeepSeek rout, say Goldman data

[Yahoo/Bloomberg] Wall Street’s Levered ETF Boom Is Near-$1 Billion Money Spinner

[Reuters] Waves of Ukrainian drones target Russian power, oil facilities

[Reuters] Sisi says Egypt will not participate in 'act of injustice' displacing Palestinians

[Bloomberg] Trump Buyouts, Spending Freezes Wreak Havoc Across Government

[Bloomberg] More Risk, Less Reward: Welcome to the New World Order

[Bloomberg] Riksbank Cuts Swedish Rate and Signals End to Easing for Now

[Bloomberg] Global Euphoria for Indian Bonds Wanes as Rupee Slumps

[Bloomberg] Musk’s Election Interference Is Rattling German Political Class

[NYT] They Invested Billions. Then the A.I. Script Got Flipped.

[NYT] Meta Gave Away Its A.I. Crown Jewels. DeepSeek Vindicated Its Strategy.

[WSJ] DeepSeek Is Upending Wall Street’s Big AI Power Trade

[WSJ] GenAI Increasingly Powering Scams, Wall Street Watchdog Warns

[FT] Federal Reserve set to repel Donald Trump’s calls for deep rate cuts

[FT] Blackstone’s BREIT hole keeps growing

[FT] Trump’s bully tactics could end up benefiting China

[FT] Wider LA areas will be ‘more flammable’ due to climate change, study finds

[FT] Beijing-backed lending boosts China’s dominance in clean energy minerals

Tuesday Afternoon Links

[CNBC] U.S. stocks rebound one day after Nvidia-led AI rout, Nasdaq rises 1%: Live updates

[Yahoo/Bloomberg] Gold Gains as Traders Seek Safety From Latest Tariff Threats 

[Yahoo/Bloomberg] Dollar Jumps to Cement Place as Market’s Favorite Tariff Trade

[Yahoo/Bloomberg] Oil Fluctuates as Traders Weigh Tariff Threats, Russian Supply

[Yahoo/Bloomberg] Hedge-Fund Options Bet Surged Most Since 2020 in Tech Tumult

[Yahoo/Bloomberg] Trump's Federal Funding Pause Threatens More Than $1 Trillion in State Cash

[Yahoo/Bloomberg] Fed’s Balance-Sheet Plans Mystify Wall Street as Officials Meet

[Yahoo/Bloomberg] Trump Is Threatening Allies to Send Signal to China, Canada’s Freeland Says

[Yahoo/Reuters] US consumer confidence deteriorates further in January

[AP] A US shutdown on foreign aid is hitting from Africa to Asia to Ukraine. Here’s how

[WSJ] U.S. Consumers Lose Confidence at Start of Trump’s Second Term

[WSJ] U.S. Home Prices Gained Further Toward End of 2024

[FT] Donald Trump pressures Egypt and Jordan to accept Gaza ‘clean out’ plan

Tuesday's News Links

[Yahoo/Bloomberg] Nasdaq Higher as Nvidia Rebounds: Markets Wrap

[Yahoo/Bloomberg] Dollar Climbs as Trump Puts Tariff Threats Back on the Agenda

[Reuters] Tech stock selloff deepens as DeepSeek triggers AI rethink

[Yahoo/Bloomberg] Oil Holds Slump as Trump Raises the Stakes With Tariff Threats

[Reuters] Currency markets jittery as traders assess DeepSeek, tariff concerns

[Yahoo/Bloomberg] Japan Tech Selloff Extends as DeepSeek Pressures AI Stocks

[Yahoo/Bloomberg] Trump Renews Universal Tariff Threat to ‘Protect Our Country’

[AP] Trump’s tariff threat worked on Colombia, but his plans for Canada and Mexico carry higher stakes

[Yahoo/Bloomberg] Trump Says Microsoft Eyeing TikTok Bid to Keep App in US

[Axios] Tracking Trump's executive orders: What he's signed so far

[Yahoo/Bloomberg] What Is China’s DeepSeek and Why Is It Freaking Out the AI World?

[Yahoo Finance] DeepSeek just revealed a huge risk to the stock market

[Yahoo/Bloomberg] Black Swan’s Taleb Says Nvidia Rout Is Hint of What’s Coming

[Yahoo/Bloomberg] PBOC Injects Record Liquidity Via New Tool as Yuan Limits Easing

[Yahoo/Bloomberg] Rare China Support Shows Vanke May Be Too Big to Fail

[Yahoo/Bloomberg] India to Inject $18 Billion Cash to Plug Yawning Liquidity Gap

[Reuters] German conservatives dip in survey as taboo break on far-right cooperation looms

[Bloomberg] DeepSeek’s AI Model Just Upended the White-Hot US Power Market

[Bloomberg] Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword

[Bloomberg] DeepSeek Shows China Playbook for Even Bigger US Shock on Chips

[NYT] The Fed Is About to Hit Pause on Rate Cuts. Here’s Why.

[NYT] Trump Threatens Tariffs Over Immigration, Drugs and Greenland

[WSJ] Fed’s Tariffs Response Hinges on Where Americans Think Prices Are Headed

[WSJ] Trump Ramps Up Deportation Effort After Slow Start

[WSJ] The Day DeepSeek Turned Tech and Wall Street Upside Down

[WSJ] DeepSeek Is Upending Wall Street’s Big AI Power Trade

[WSJ] How China’s DeepSeek Outsmarted America

[FT] Why Nvidia investors are spooked by Chinese AI upstart DeepSeek

[FT] Wall Street’s AI ‘bubble’ echoes dotcom excesses, Ray Dalio warns

[FT] China’s emboldened AI industry releases flurry of model updates