Tuesday's News Links

[CNBC] Stock little changed after major U.S. indexes rally to start the week: Live updates 

[AP] Trump vows to reach a ‘fantastic deal’ with China after future meeting with Xi

[AP] Trump is going to Asia — what happens next is anyone’s guess

[Axios] AWS outage spotlights the global economy's fragile foundations

[AP] Most Americans are concerned about higher health care costs next year, an AP-NORC poll finds

[Yahoo/Reuters] US banks hunting for collateral to back $20 billion Argentina bailout, WSJ reports

[Yahoo/WSJ] Data-Center Power Use to Become Major Antitrust Issue

[Reuters] Fall in China's exports of rare earth magnets stokes supply chain fears

[Reuters] Concerned carmakers race to beat China's rare earths deadline

[Yahoo/Reuters] Trump administration weighing Fannie, Freddie offering as soon as end-2025, FHFA director says

[AP] US and Australia sign critical-minerals agreement as a way to counter China

[Yahoo/Reuters] Japan's next finance minister could unsettle yen bears

[Reuters] Europeans say Ukraine battle lines must be start point for talks, as Trump-Putin summit plans hit snags

[Politico] Ukraine’s allies rush to bolster Zelenskyy amid fears over Trump-Putin deal

[Bloomberg] Why Rare Earths Are China’s Trump Card in Trade War

[Bloomberg] BlackRock Says Insurers Expect to Keep Ramping Up Private Bets

[Bloomberg] AI Boom Transforms Utilities From Haven to Soaring Growth Stocks

[Bloomberg] UK Borrowing Overshoots by £7.2 Billion Before Key Budget

[Bloomberg] What Takaichi’s Historic Win as Prime Minister Means for Japan

[Bloomberg] Japan Shifts to the Right Under ‘Iron Lady’ Admirer Takaichi

[NYT] Shutdown With No Clear End Poses New Economic Threat

[NYT] Lower-Income Americans Are Missing Car Payments

[NYT] China Has Another Lever to Pull in Showdown With Trump: Factory Lines

[WSJ] Russia and Ukraine Are No Closer to Cease-Fire After Trump’s Pressure on Zelensky

[FT] BoE governor warns ‘alarm bells’ ringing over private credit market

[FT] Ukraine and allies call for peace deal based on current front lines

[FT] Trump-Putin summit in Budapest unsettles Europe

[FT] Silver’s history points to why it is back in record territory

[FT] Brazil’s corporate bond market rocked by credit concerns

[FT] Putin’s mesmeric sway on Trump

Monday Afternoon Links

[CNBC] Dow jumps as rally accelerates Monday on the back of Apple: Live updates

[Yahoo/Reuters] Fed still poised to cut rates, but worries mount over US data vacuum

[Axios] AWS outage disrupts internet: Roblox, Reddit, Coinbase

[Bloomberg] BofA Warns of Forced Stocks Selling If Credit Problems Persist

[Bloomberg] Zelenskiy to Meet Allies in London on Friday, Macron Says

[FT] JPMorgan warns First Brands fallout driving up banks’ funding costs

[FT] Argentine peso weakens to fresh low despite US intervention

[FT] Netherlands curtails intelligence-sharing with US over ‘human rights’

Monday's News Links

[CNBC] Stocks rise ahead of big earnings week: Live updates

[Yahoo/Bloomberg] French Bond Futures Slip After Snap S&P Downgrade on Budget Risk 

[Axios] Why credit risks are jarring Wall Street

[CNBC] Amazon Web Services outage hits major websites: What we know so far as recovery begins

[AP] To hit back at the United States in their trade war, China borrows from the US playbook

[Yahoo/Reuters] China imports no US soybeans in September for first time in seven years

[Yahoo/Reuters] Fall in China's exports of rare earth magnets stokes supply chain fears

[AP] Trump suggests US will buy Argentinian beef to bring down prices for American consumers

[Yahoo/Bloomberg] China Says Growth Target in Reach Despite Rare Investment Drop

[Reuters] China's new home prices fall at fastest pace in 11 months

[AP] Chinese leader Xi Jinping outlines 5-year plan at closed-door Communist Party meeting

[AP] Ultraconservative Sanae Takaichi on track to become Japan’s first female prime minister

[Reuters] Bank of Japan's Ueda keeps cards close to chest ahead of October meeting

[Bloomberg] Trump Lists Top Demands on China Before Trade Talks Resume

[Bloomberg] ‘Kink’ in VIX Curve Shows Anxiety Over Trump’s Meeting With Xi

[Bloomberg] Canadians Grow Gloomy on the Economy as US Trade War Persists

[Bloomberg] Japan’s LDP Reaches Coalition Deal to Set Up Takaichi as Premier

[Bloomberg] China Home Prices Drop Faster Even as Top Cities Ease Rules

[NYT] The Showdown Behind the Shutdown

[WSJ] The Warning Signs Lurking Below the Surface of a Record Market

[WSJ] Wall Street Is Betting on an Obamacare Deal. That Won’t Fix Insurers’ Troubles.

[WSJ] Runaway Insurance Costs Bring Back Talk of Price Caps

[WSJ] How China Took Over the World’s Rare-Earths Industry

[WSJ] Trump Turns Up Heat on Latin America

[WSJ] China’s Economy Expands at Slowest Pace in a Year

[WSJ] Japan’s Ruling Party Forms New Coalition in Win for Takaichi

[WSJ] BOJ’s Takata Says Now a ‘Prime Opportunity’ to Raise Rates

[FT] Das: So much of credit securitisation still relies on magical thinking

[FT] China is well positioned for a trade showdown with Trump

[FT] How does the Federal Reserve work, and why is Donald Trump trying to change it?

[FT] Europeans rush to Volodymyr Zelenskyy’s defence after tense Donald Trump meeting

[FT] The costs of Trump’s campaign to censor climate science

[FT] China set to push high tech in 5-year plan as tensions with US intensify