Tuesday's News Links

[CNBC] Stocks drop again after one-day bounce as China re-escalates trade tensions: Live updates

[AP] China sanctions 5 US units of South Korean shipbuilder Hanwha Ocean over probe by Washington

[Yahoo/Reuters] China is making it harder to get rare earth magnet export licenses, sources say

[Yahoo/Reuters] US, China roll out tit-for-tat port fees, threatening more turmoil at sea

[Yahoo/Reuters] US small business sentiment ebbs in September; inflation back in focus

[Reuters] Auto sector bankruptcies spark fresh scrutiny of Wall Street credit risks

[Reuters] Fed's Powell addresses economy pulled between risks to growth, jobs and prices

[Yahoo/WSJ] BlackRock’s Assets Hit Record $13.5 Trillion After Market Rally, Dealmaking Spree

[Yahoo/Bloomberg] BlackRock Hauls in $205 Billion as Private Assets Accelerate

[Yahoo/Bloomberg] AI Stocks Are in a Bubble, Most Investors Say in BofA Survey

[Axios] News outlets broadly reject Pentagon's new press rules

[Bloomberg] China Hits Back at US on Shipping With Hanwha Curbs, Probe

[Bloomberg] Trump Port Fees Bring Added Headache for Chinese Ship Operators

[Bloomberg] China Blasts US After Rubio Condemns Detention of Church Leaders

[Bloomberg] Jefferies Has More Dangers Ahead on the First Brands Fiasco

[Bloomberg] Brazil Debt Rout Engulfs Another Borrower as Raízen Bonds Plunge 19% in Week

[Bloomberg] Government Debt Is a Global Problem

[Bloomberg] France’s Lecornu Faces Reckoning in Parliament Over Budget

[NYT] Trump Ramps Up Trade War as New Tariffs on Lumber and Furniture Take Effect

[NYT] Big Banks Grow Profits, Crediting a ‘Resilient’ Economy

[NYT] U.S. Starts Charging Chinese Ships to Dock at Its Ports

[WSJ] China Adds Hanwha Ocean’s Units to Sanctions List

[WSJ] China’s Rare-Earth Export Controls Are Critical Concern for EU, Trade Chief Says

[WSJ] How China and the U.S. Are Racing to De-Escalate the Trade War

[WSJ] The New York City Office Market Is Roaring Back, and It’s Pricier Than Ever

[FT] Scott Bessent accuses China of trying to damage global economy

[FT] China slaps sanctions on Korean shipbuilder accused of helping US

[FT] US-China déjà vu all over again

Monday Evening Links

[CNBC] Stock futures are little changed after big rebound on Wall Street, S&P 500 posts best day since May: Live updates

[Yahoo/Reuters] Silver Hits All-Time High as London Squeeze Sparks Market Havoc

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

[Bloomberg] The Curious Market Timing of Trump’s Tariff Threats

[Bloomberg] The Great Debasement Debate Is Rippling Across Global Markets

[Bloomberg] Highest US Tariffs Since the 1930s Redraw the International Trade Map

[Bloomberg] Average US Car Prices Top a Record $50,000 on EV Sales Surge

[FT] Trump to meet Zelenskyy in Washington on Friday

Monday Afternoon Links

[CNBC] Stocks claw back more than half of Friday’s rout after Trump softens China stance, Dow rises 500 points: Live updates

[AP] Government shutdown could be the longest ever, Speaker Johnson warns

[CNBC] U.S. supply chain faces another tariff headwind ahead of new port fees

[AP] First Brands founder resigns amid accounting scandal and billions in missing funds

[Yahoo/Reuters] Most US IPOs Remain In Limbo Despite SEC’s Shutdown Fix

[Reuters] Fed's Paulson anticipates more rate cuts to support job market

[Axios] Trump, Zelensky to discuss Tomahawks for Ukraine at White House Friday

[WSJ] Silver Prices Just Hit Their First Record Since 1980

[WSJ] Federal Reserve Can Look Through Tariff-Driven Inflation, Fed’s Paulson Says