Wednesday's News Links

[CNBC] Stocks are little changed after S&P 500 pulls back from record highs: Live updates

[Yahoo/Bloomberg] Oil Extends Gain as Investors Track Russia Tensions, Supply Risk

[Yahoo/Reuters] Treasury's Bessent says he's looking for someone with an open mind for Fed chair

[Yahoo/Bloomberg] Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes

[Yahoo Finance] The Fed's unity is already fraying

[CNBC] Mortgage demand stalls after mini refinance boom

[Politico] Trump’s apparent U-turn on Ukraine cheers Europeans amid deeper skepticism about US policy

[FT] Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT

[WSJ] Stephen Miran’s Rate-Cut Arguments Don’t Add Up

[WSJ] Trump Threatens ABC Over Decision to Allow Kimmel Back on Air

[WSJ] Milei Is Counting on Trump to Bail Argentina Out of an Economic Mess

[WSJ] Get Rich or Get Wiped Out: Bitcoin’s Hottest New Trade

[WSJ] How Zelensky’s Charm Offensive Reversed Trump’s Skepticism on Ukraine

[WSJ] Australian Inflation Accelerates to Highest Level in a Year

[FT] Bessent says US in talks with Argentina over $20bn swap line

[FT] US debt investors raise alarm over lending standards

[FT] Auto lender’s bust raises alarms over financial health of US households

Tuesday Evening Links

[AP] US stocks slip as Wall Street’s relentless rally takes a pause

[AP] Powell signals Federal Reserve to move slowly on interest rate cuts

[Axios] In extraordinary shift, Trump says Ukraine can win war with Russia

[AP] Trump says he now believes Ukraine can win back all territory lost to Russia with NATO’s help

[Axios] Trump's stunning pivot on Ukraine thrills hawkish Republicans

[Yahoo/Bloomberg] Trump Blasts UN Over Immigration, Climate in Combative Speech

[AP] Trump cancels White House meeting with Schumer and Jeffries despite risk of a government shutdown

[Yahoo/Reuters] Bank of Canada head: Trump is raising questions about independence of US monetary policy

[Bloomberg] Trump Denies Climate Change and Twists Facts in UN Speech

[Bloomberg] US High-Grade Bond Market Is Having Its Busiest September Ever

[Bloomberg] Rise in Fed Funds Rate Signals Potential Liquidity Strain

[Bloomberg] Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes

[WSJ] Trump Rejects Meeting With Democrats as Shutdown Approaches

[WSJ] Powell Describes Rates as ‘Modestly Restrictive,’ Keeping Door Open to Cuts

[WSJ] Bank of Canada’s Macklem Warns U.S. Dollar Losing Appeal as Hedge

[FT] Trump says Ukraine can win back all of its territory seized by Russia

[FT] US floats ‘large and forceful’ financial intervention to support Argentina