Tuesday's News Links

[CNBC] Stocks fall as U.S. government shutdown looms, but Wall Street heads for monthly gains: Live updates

[Yahoo/Reuters] Oil Extends Drop as Traders Weigh Oversupply Ahead of OPEC+ Meet

[AP] US government on brink of first shutdown in almost 7 years amid partisan standoff in Congress

[Reuters] Government shutdown nears with no deal in Washington

[Reuters] Shutdown talks go to the wire as Q3 ends

[Politico] What Trump told POLITICO about the impending government shutdown

[Yahoo/Reuters] Analysis-US auto bankruptcies show rising credit pain in low-income households

[Yahoo/Reuters] Fed Vice Chair Jefferson says US job market weakening, could face stress

[AP] Trump and Hegseth set to meet with hundreds of military leaders as speculation grows

[Reuters] German inflation rises more than expected in September

[Yahoo/Reuters] China factory activity shrinks again as firms watch for stimulus, US trade deal

[AP] In UN speech, Beijing makes clear its intent to remold global norms, seizing on Trump’s retreat

[Yahoo/Reuters] Japan's economy shows strain as factory output and retail sales drop

[Bloomberg] US Equity Raising Tops $255 Billion as Recovery Hits Third Year

[Bloomberg] Fed’s Jefferson Sees Risks to Both Inflation, Jobs Goals

[Bloomberg] Japan’s Two-Year Bond Auction Sees Weakest Demand Since 2009

[Bloomberg] A Jaguar Cyber Attack Flashes Code Red for Manufacturers

[WSJ] How Government Shutdowns Affect the Economy

[WSJ] No Deal Reached in Talks to Avoid Shutdown

[WSJ] Investors Are Fretting That the Stock-Market Rally Is on Borrowed Time

[WSJ] China’s DeepSeek Unveils New AI Model That Could Halve Usage Cost

[FT] China’s factory activity suffers longest decline in six years

[WSJ] Rise of ‘Accidental Landlords’ Is Bad News for Investors Who Bet Big on Rentals

[WSJ] Weak Japan Data Poses Headache for Central Bank

[FT] OpenAI’s era-defining money furnace

Monday Evening Links

[CNBC] Stock futures are little changed as investors look to end month on an upbeat note: Live updates

[AP] Congressional leaders leave White House meeting without deal to avoid government shutdown

[Axios] Trump, Democrats leave meeting without deal to avoid government shutdown

[Yahoo/Bloomberg] US Plans Thousands of Shutdown Furloughs But Silent on Firings

[Yahoo Finance] 'I think we're headed to a shutdown': What a government stoppage could look like

[AP] Illinois governor says troops could be deployed to Chicago as immigration agents patrol downtown

[Bloomberg] What a Looming Shutdown Means for Markets

[Bloomberg] AI Data Centers Are Sending Power Bills Soaring

[WSJ] No Deal Reached in Talks to Avoid Shutdown

[WSJ] Trump Administration Opens New Front to Strip Harvard of Federal Funding

[FT] US vice-president JD Vance warns US government is ‘headed to a shutdown’

[FT] What happens if the US government shuts down?

[FT] RIP the fed funds target?

Monday Afternoon Links

[Reuters] S&P 500, Nasdaq climb as investors brush off shutdown woes, hawkish talk

[AP] Video gamer Electronic Arts to be acquired for $55 billion in largest-ever private equity buyout

[Yahoo/Reuters] Fed's Williams says cutting rates aimed at bolstering job market

[Yahoo/Reuters] Fed's Musalem: Open to further cuts but must be cautious

[Yahoo/Reuters] Convertible bond deals surge to five-year high as firms hunt cheaper capital

[Reuters] Trump says US to impose 100% tariff on movies made outside the country

[Bloomberg] September US Junk Bond Issuance Nears Fifth Busiest Month Ever

[Bloomberg] ‘Questionable, Incomplete’: Wall Street Rejects Miran’s Fed Call

[Bloomberg] Insurers Are Embracing Private Credit Like It’s the 1920s, Blackstone’s Sherrill Says

[NYT] Trump Expands Global Technology Net With Rules Covering Subsidiaries