Tuesday's News Links

[CNBC] Stocks are little changed after 3-day win streak for S&P 500: Live updates 

[Yahoo/Bloomberg] Gold Reaches Fresh Record as Rate-Cut Hopes Draw Investor Demand

[Yahoo/Bloomberg] US Bonds Halt Losses Since Fed Meeting as Focus Turns to Powell

[Yahoo/Reuters] Oil Declines for Fifth Day as Supply Concerns Come to the Fore

[Yahoo/Bloomberg] An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says

[Yahoo/Bloomberg] China Rare Earths Issue Remains Unresolved, US Lawmaker Says

[Yahoo/Reuters] South Korean president says US tariffs talks worrying FX market

[Yahoo/WSJ] Tariffs Will Hit Slowing U.S. Economy Hard in 2026, OECD Says

[Reuters] Denmark links drones at Copenhagen airport to hybrid attacks across Europe

[Bloomberg] Euro-Zone Private Sector Grows at Fastest Pace in 16 Months

[Bloomberg] Miran Is Contradicting Himself on the Case for Big Rate Cuts

[Bloomberg] Private Equity Leans on Weaker Credit Safeguards, Moody’s Says

[Bloomberg] Bank of England and OECD Sound Warnings on Sticky UK Inflation

[Bloomberg] NATO Pledges ‘Robust’ Response to Russian Airspace Breaches

[NYT] The Potential Consequences of Kimmel’s Comeback

[NYT] Trump’s $100,000 Visa Fee Puts Many Tech Start-Ups in a Bind

[WSJ] How Nvidia Is Backstopping America’s AI Boom

[WSJ] Why Nvidia Is Spending So Much Money

[WSJ] Trump’s Pressure Campaign Strains Justice Department

[FT] How bad could private credit default rates get?

[FT] Argentina’s Javier Milei to meet Donald Trump for talks on US financial lifeline

[FT] How Argentina’s Javier Milei lost the markets and turned to Donald Trump

[FT] Russian fuel exports drop as Ukraine intensifies its strikes on oil refineries

[FT] Chinese cargo ship docks in Russian-occupied Crimea

[FT] Crypto hoarders turn to share buybacks in push to boost falling stock prices

[FT] America’s accelerating exit from itself

Monday Evening Links

[CNBC] Stock futures are little changed after 3-day win streak for S&P 500: Live updates

[Reuters] Miran defends low-rate view as colleagues caution on further cuts

[Axios] Most CEOs say Trump policy has harmed their businesses, new survey finds

[AP] Supreme Court will weigh expanding Trump’s power to shape agencies by overturning 90-year-old ruling

[Bloomberg] Fed’s Hammack Says Inflation Too High, Must Be Cautious Easing

[Bloomberg] China Floods the World With Cheap Exports After Trump's Tariffs

[WSJ] U.S. Treasury Chief Hints at Argentina Financial Rescue

Monday Afternoon Links

[CNBC] S&P 500 scales to fresh record high as new week of trading begins: Live updates

[Yahoo/Reuters] Treasury chief: US ready to support Argentina, leaders to meet Tuesday

[Yahoo/Reuters] Fed officials throw doubt on need for further cuts

[Yahoo/Reuters] Fed's Bostic sees no further rate cuts this year, WSJ reports

[Yahoo/Bloomberg] Fed’s Musalem Says There Is Limited Room for More Rate Cuts

[AP] Trump appointee to Federal Reserve calls for steeper rate cuts

[Yahoo/Reuters] Miran: Neutral rate is falling, and Fed needs to accommodate it

[AP] As the world convulses in war and contentiousness, its leaders convene at the UN to figure it out

[Yahoo/Bloomberg] Pennsylvania Threatens to Go ‘Own Way’ If Grid Doesn’t Change

[Bloomberg] US Treasuries Edge Lower as Traders Face a ‘Fed Talk Fest’

[Bloomberg] Fed’s Miran Says Policy Too Tight, Risking Higher Unemployment

[Bloomberg] How Looming US Government Shutdowns Became Routine

[NYT] Trump’s Fed Pick Outlines Case for Slashing Interest Rates

[NYT] How to Silence Dissent, Bit by Bit Until Fear Takes Over

[WSJ] U.S. Treasury Chief Hints at Argentina Financial Rescue

[WSJ] Nvidia to Invest Up to $100 Billion in OpenAI

[WSJ] A $125 Million Mansion Lists in L.A. as the Market Shows Signs of Life

[FT] US offers financial lifeline to Argentina’s Javier Milei