Wednesday's News Links

[Yahoo/Bloomberg] Gold Surges to Record as US Government Shutdown Boosts Havens

[CNBC] Stocks are lower as government shuts down: Live updates

[Yahoo/Bloomberg] Dollar Extends Losing Streak as US Government Shutdown Begins

[Yahoo/Bloomberg] Oil Extends Slide With Worries Over OPEC+ Output and US Shutdown

[CNBC] Private payrolls declined in September by 32,000 in key ADP report coming amid shutdown data blackout

[CNBC] Government shutdown live updates: Funding ends after Trump, GOP, Democrats fail to cut deal

[AP] Government shutdown begins as nation faces new period of uncertainty

[Axios] Federal government shutdown begins after Congress fails to act

[Yahoo/Bloomberg] Traders’ Guide to Markets as US Government Shuts Down

[Yahoo/Bloomberg] US Mortgage Rates Rise, Stalling Nascent Recovery in Home Demand

[Yahoo Finance] While the government is closed, jobs and inflation data go unreported

[Bloomberg] US Begins Government Shutdown With Trump, Democrats at Impasse

[Bloomberg] Logan Says Fed Should Be Cautious With More Interest-Rate Cuts

[AP] Trump pulls nomination of E.J. Antoni to lead Bureau of Labor Statistics, AP source says

[Yahoo/Reuters] Fed liquidity facilities see tepid demand despite quarter end, repo rates climb

[Reuters] Japan business mood improves, clears another hurdle for BOJ rate hike

[Reuters] China September new home prices edge up, resale market falls: survey

[Yahoo/Bloomberg] Australia Home Prices Post Biggest Monthly Gain in Two Years

[Axios] Trump's MAGA-fied military prepares for "war from within"

[Politico] Macron warns Europe is now in ‘confrontation’ with Russia — live updates

[Bloomberg] Vance Downplays Layoffs While Johnson Urges Cuts in Shutdown

[Bloomberg] How the US Government Shutdown Will Affect Key Agencies

[Bloomberg] Taiwan Rejects US Demand for Half of Chips to Be Made in America

[Bloomberg] Logan Says Fed Should Be Cautious With More Interest-Rate Cuts

[Bloomberg] Cracks to Emerge in Old Private Credit Deals: Oaktree’s Poli

[Bloomberg] Trump’s $550 Billion Demand Won’t Weaken Yen, Akazawa Says

[NYT] Shutdown Puts a Divided Fed in a Perilous Position

[WSJ] White House Withdraws Nominees to Lead Bureau of Labor Statistics, CFTC

[WSJ] Taiwan Pushes Back on Idea of Shifting More Chip Production to U.S.

[WSJ] A Once Unstoppable Luxury Housing Market Is Starting to Crack

[WSJ] Trump’s Deployment of National Guard Troops, Explained

[FT] ‘We’re not going to be bullied’: Democrats wage risky shutdown battle

[FT] How long can Nvidia stay ahead of Chinese competition?

[FT] Eurozone inflation rises to 2.2% in September 

[FT] James Anderson warns Nvidia’s $100bn OpenAI bet echoes dotcom bubble

[FT] Russia’s hybrid war is ‘only the beginning’, warns Danish PM

Tuesday Evening Links

[CNBC] Stock futures are lower as government shutdown looms: Live updates

[AP] Here are some effects of a government shutdown if Congress, Trump don’t reach a deal

[Yahoo/Bloomberg] Trump Says ‘A Lot of Good’ Could Come From Government Shutdown

[Yahoo/Reuters] Fed's Goolsbee: Will need to turn to other data sources if US reports suspended during shutdown -Fox Business

[Yahoo Finance] Ford CEO Jim Farley says skilled labor shortage holds back 'made in America' ambitions

[Axios] Trump and Hegseth's plan for a MAGA military reset, told in 11 quotes

[WSJ] Trump Tells Generals the Military Will Be Used to Fight ‘Enemy Within’

[FT] US vows to maintain tariffs regardless of Supreme Court ruling

[FT] Rout in Japanese bonds heralds ‘pivotal change’

Tuesday Afternoon Links

[Reuters] Wall St set to trim quarterly gains as shutdown nears, threatens data flow 

[Yahoo/Reuters] US job openings increase moderately in August; hiring declines

[AP] US consumer confidence declines again as Americans fret over prices, job market

[Yahoo/Reuters] US consumer confidence weakens in September on labor market worries

[MSN/WSJ] U.S. Home Prices Continued to Cool Ahead of Fed's Rate Cut

[AP] Prices for home remodeling outpaced inflation in the second quarter due to labor costs

[Axios] Trump says military should use U.S. cities as "training grounds"

[Axios] Hegseth to generals: Embrace MAGA military or quit

[Bloomberg] A Traders’ Guide to US Markets If the Government Shuts Down

[WSJ] Trump Tells Generals the Military Will Be Used to Fight ‘Enemy Within’

[FT] Global currency market swells to $10tn a day in tariff turmoil