Monday's News Links

[CNBC] Stocks Jump after Trump says China situation ‘will all be fine’: Live updates

[Reuters] Gold, silver hit record highs after Trump threat of fresh China tariffs

[Reuters] Asia shares suffer trade whiplash, Wall Street futures rally

[Yahoo/Bloomberg] Silver Roars Higher as Short Squeeze Rocks the London Market

[Yahoo/Bloomberg] Bessent Still Sees Xi-Trump Meeting, Says All Options Are Open

[AP] China shows no sign of backing down while issuing call for US to withdraw tariff threat

[Yahoo/Bloomberg] Xi’s Red Line on Trump’s Export Curbs Threatens to Upend Truce

[Politico] Trump’s 100% tariff threat sparks defiance from Beijing

[Yahoo/Bloomberg] Goldman Sees US Consumers Paying More Than Half of Trump Tariffs

[Yahoo/Reuters] China's September exports and imports surpass expectations

[Reuters] China's rare earth exports fall sharply in September

[Reuters] US-China tensions want for a circuit breaker

[Yahoo/Bloomberg] JPMorgan Vows to Plow $1.5 Trillion Into US Security Industries

[AP] Living hostages and Palestinian prisoners are released as part of ceasefire in Gaza

[Bloomberg] Trump, Xi Spark Another Standoff With World Economy at Risk

[Bloomberg] US Junk Bonds Post Worst Losses in Six Months, Spreads Widen

[Bloomberg] First Brands’ Founder Patrick James Resigns as CEO

[Bloomberg] Bank of America Plans SRT on $3 Billion of Private Markets Loans

[Bloomberg] Chinese Exports Surge, Giving Xi Stronger Hand in Trade Fight

[Bloomberg] The Worst Kinds of Wildfires Are Becoming More Frequent

[NYT] Investors Fear the Return of the U.S.-China Trade War

[NYT] The Rules of Investing Are Being Loosened. Could It Lead to the Next 1929?

[NYT] Cars to Fighter Jets: China’s New Export Curbs May Level a Heavy Blow Worldwide

[WSJ] Silver Soars to New Highs Driven by Gold’s Rally, Liquidity Squeeze

[WSJ] AI Is Juicing the Economy. Is It Making American Workers More Productive?

[WSJ] As Russian Aggression Turns West, Poland Says It’s Ready

[WSJ] Nobel Economics Prize Awarded to Trio for Work on Innovation-Driven Growth

[FT] Asian markets fall and gold soars as US-China trade tensions rise

[FT] China exports accelerate as Xi Jinping and Donald Trump raise stakes in trade war

[FT] Jefferies says First Brands losses can be absorbed

[FT] S&P warns on US insurers’ growing bet on private credit

[FT] Emmanuel Macron calls for ‘stability’ as opposition threatens no-confidence vote

[FT] France will soon test the boundaries of the EU’s backstop

[FT] Russia pays Europe’s saboteurs in crypto, says Polish official

Sunday Evening Links

[CNBC] Stock futures rebound from Friday’s rout after Trump says China situation ‘will all be fine’: Live updates

[Yahoo/Bloomberg] Trump, Vance Open Door to China Deal as Trade Spat Drags On

[AP] China vows to stand firm against Trump’s tariff threat. He urges Beijing to be less confrontational

[AP] Vance warns ‘deeper’ cuts ahead for federal workers as shutdown enters 12th day

[AP] Trump warns Russia he may send Ukraine long-range Tomahawks if Moscow doesn’t settle war soon

[Bloomberg] From Tricolor to Saks, Bonds Are Now Crashing at Breakneck Speed

[Bloomberg] Bond Traders Await Powell, Tariffs News as Shutdown Continues

[Reuters] Climate tipping points are being crossed, scientists warn ahead of COP30

[NYT] Cars to Fighter Jets: China’s New Export Curbs May Level a Heavy Blow Worldwide

[WSJ] The Government Shutdown Is Finally Starting to Bite

[WSJ] Trump May Send Tomahawks to Ukraine