Sunday, October 26, 2025

Monday's News Links

[CNBC] Stocks rally on potential China trade truce: Live updates

[Yahoo/Bloomberg] Argentina Bonds Surge After Milei Landslide Win

[Yahoo/Bloomberg] Latest US-China Trade Truce Leaves Fundamental Issues Unresolved

[Yahoo/Bloomberg] Here Are the Key US-China Issues to Watch in Trump-Xi Summit

[Yahoo/Bloomberg] Trump Says He Won’t Resume Canada Trade Talks ‘For a While’

[CNBC] Bessent lists five finalists for Fed chair job and Trump says decision coming before the end of the year

[Yahoo/Reuters] Japan's $550 billion package focuses on U.S. infrastructure, Lutnick tells Nikkei

[Reuters] More than 8,000 US flights delayed as air traffic control absences persist

[Reuters] Ahead of Trump-Xi meeting, China says bombers flew near Taiwan

[Reuters] Trump's trade war: Tariff deadlines and key upcoming events

[Axios] Exclusive: OpenAI sees chance to reindustrialize U.S.

[Axios] Bird flu's comeback raises fears about readiness

[CNBC] Sidelined Russia flexes muscle with missile launch — and Trump is not impressed

[Yahoo/Bloomberg] US Navy Helicopter and Fighter Jet in Separate South China Sea Crashes

[Reuters] Russia downs 34 Ukrainian drones targeting Moscow

[CNN] US detains British commentator Sami Hamdi in middle of national speaking tour

[Bloomberg] China Asks US to Protect ‘Hard-Won’ Results Before Xi-Trump Meeting

[Bloomberg] AI Bubble? The Real Danger Is Tight Credit Spreads

[Bloomberg] US Firms Largely Avoid Price Hikes Despite Rising Costs, Survey Shows

[Bloomberg] Blackstone and Apollo Court Small-Time Investors They Used to Snub

[Bloomberg] South Korea's Housing Market Is a ‘Ticking Bomb,’ President Says

[Bloomberg] Putin to Meet North Korea’s Foreign Minister as Military Ties Deepen

[NYT] Strains in Short-Term Markets Raise Urgency of Fed’s Balance Sheet Debate

[WSJ] Renters Have the Upper Hand. And They Are Probably Keeping It.

[WSJ] German Business Sentiment Rebounds on Brighter Hopes for Economy

[FT] US government debt burden on track to overtake Italy’s, IMF figures show

[FT] Silicon Valley called — the 1990s are back

[FT] Trump, Xi and the danger for Taiwan

Sunday Evening Links

[CNBC] Stock futures climb ahead of Big Tech earnings, widely expected Fed rate cut: Live updates

[AP] US and China say a trade deal is drawing closer as Trump and Xi ready for a high-stakes meeting

[AP] Flights to Los Angeles International Airport halted due to air traffic controller shortage

[Reuters] Air traffic controller shortages to drag on, US transportation secretary says

[Axios] The economy is in uncharted territory

[Bloomberg] US, China Tee Up Sweeping Trade Deal for Trump, Xi to Finish

[NYT] Japan Deals With the Price of Playing to Trump: $550 Billion

[WSJ] Reagan vs. Trump on Tariffs

[WSJ] Trump Says He Will Raise Tariffs on Canada by 10% Over Ontario Ad

[WSJ] The Effort to Court Trump Abroad: Deals, Flattery and Jet Fighters

[WSJ] Argentina’s Elections, Trump and the Peso

[WSJ] It’s Not Just Rich Countries. Tech’s Trillion-Dollar Bet on AI Is Everywhere.

[FT] Donald Trump and Xi Jinping meet for key trade talks

[FT] Did Ronald Reagan ‘love tariffs’ as Trump claims?

Sunday's News Links

[Yahoo/Reuters] US and China agree on trade framework ahead of leaders' meeting

[Yahoo/Reuters] Bessent says China to delay rare earths rules by a year, buy U.S. soybeans

[Yahoo/Bloomberg] China to Make ‘Substantial’ US Soybean Purchases, Bessent Says

[Reuters] Wall St Week Ahead Megacap-led earnings deluge, Fed meeting headline busy US markets week

[Yahoo Finance] Big Tech earnings, a crucial Fed meeting, and a Trump-Xi sit-down: What to watch this week

[AP] Trump threatens Canada with 10% extra import tax for not pulling down anti-tariffs ad sooner

[Reuters] Russia tested new nuclear-powered Burevestnik cruise missile

[Bloomberg] Market Fragility Tests Options Traders as Volatility Abates

[Bloomberg] Trump’s Ballroom Fundraising Taps Cash from Crypto, Tech Allies

[NYT] The ‘Sleeper Issue’ at the Heart of Trump’s Trade War on China

[WSJ] U.S., China Sound Confident Note After Trade Talks

[WSJ] Fear Grips a Caribbean Nation in the Shadow of U.S. Boat Strikes