Monday's News Links

[CNBC] Stocks fall to kick off December with tech stocks, bitcoin declining: Live updates

[CNBC] Bitcoin, ethereum fall sharply as crypto sell-off resumes

[Yahoo/Bloomberg] Bitcoin Plunges to Below $85,000 in Risk-Off Start to December

[Yahoo/Bloomberg] Silver Extends Record-Breaking Rally on Tight Global Supplies

[Yahoo/Bloomberg] Copper Holds Near Record High as Supply Fears Grip Global Market

[Yahoo/Bloomberg] Japan’s Two-Year Yield Hits Highest Since 2008 on Rate-Hike Bets

[Yahoo/Bloomberg] Oil Climbs After OPEC+ Reiterates Pause With Focus on Venezuela

[AP] Why Cyber Monday could break spending records despite economic uncertainty

[AP] Here’s why everyone’s talking about a ‘K-shaped’ economy

[Axios] Post-war borders dominated "intense" U.S.-Ukraine talks

[Reuters] BOJ to weigh 'pros and cons' of rate hike in December, governor Ueda says

[CNBC] China’s factory activity unexpectedly contracts in November, missing estimates, private survey shows

[Yahoo Finance] Famed short seller Jim Chanos sees risks in growing debt market backed by Nvidia’s AI chips: 'There's going to be debt defaults'

[The Hill] Hegseth in hot water over boat strike order

[Politico] EU tells Trump: You can’t pardon Putin for war crimes in Ukraine 

[Reuters] China's military firms struggle as corruption purge bites, report says

[Bloomberg] Private Credit ‘Hysteria’ Will Get Very Real Next Year

[Bloomberg] What AI Bubble? BNEF Outlook for Data Center Power Use Rises 36%

[Bloomberg] A Historic Housing Disconnect Is Forcing Prices Down

[Bloomberg] Ukraine Carries Out Record Attacks on Russia Oil Infrastructure

[Bloomberg] Taiwan Plans First Weapons Purchases for T-Dome to Counter China

[NYT] Where Do Fed Voters Stand on a December Rate Cut?

[NYT] Why Bonds Won’t Protect You From an AI Bubble

[WSJ] American Consumers Have Had It With High Car Prices

[WSJ] Rate Hikes Wouldn’t Put Brakes on Japan’s Economy, BOJ’s Ueda Says

[FT] Yen rises and bonds fall after BoJ governor hints at rate increase

[FT] How banks fuel the private credit boom

[FT] Nato considers being ‘more aggressive’ against Russia’s hybrid warfare

[FT] Trump, Xi, Putin and the strongman race

Sunday Evening Links

[Yahoo Finance] Stock market today: Dow, S&P 500, Nasdaq futures slide as Wall Street enters final trading month of 2025

[Bloomberg] Bitcoin Plunges to Below $88,000 in Risk-Off Start to December

[Bloomberg] Silver Hits Fresh Record After Trading Outage, Supply Tightness

[Yahoo/Bloomberg] Trump Says He Has Made His Choice to Lead the Federal Reserve

[Bloomberg] The $260 Billion Mom-and-Pop Funds Distorting the Credit Market

[Bloomberg] BOJ’s Ueda Sends Clear Hint at Chance of December Rate Hike

[Bloomberg] Japan’s Two-Year Yield Hits Highest Since 2008 on Rate-Hike Bets

[Bloomberg] Is China Preparing a Ukraine-Style Plan for Taiwan?

[Bloomberg] China’s Private Data On Home Sales Vanishes After Vanke Turmoil

[WSJ] China Revives Economic Coercion to Punish Japan

Sunday's News Links

[CNBC] Global week ahead: The start of a Santa Rally or more ‘bah humbug’? 

[Axios] Young people forgo homeownership to invest in the stock market

[Axios] The retirement crisis is here

[Yahoo/Bloomberg] US Options Market Grapples With ‘Concentration Risk’ in Clearing

[Yahoo/Bloomberg] OPEC+ to Agree on Mechanism for Closely-Watched Capacity Review

[Yahoo/Bloomberg] China Factory Activity Slumps for Longest Stretch on Record

[Bloomberg] Black Friday Sales Rise, Signaling US Consumers’ Resilience

[Bloomberg] To Bond Investors, Some Emerging Markets Look Safer Than the US

[Bloomberg] NATO Is Preparing to Confront Russia With Limited US Support

[Bloomberg] Japan’s Finance Minister Says FX Moves Not Based on Fundamentals

[NYT] ‘The New Price of Eggs.’ The Political Shocks of Data Centers and Electric Bills

[NYT] Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends

[WSJ] Data Centers Are a ‘Gold Rush’ for Construction Workers

[WSJ] Is America Heading for a Debt Crisis? Look Abroad for Answers

[WSJ] China Used to Be a Cash Cow for Western Companies. Now It’s a Test Lab.

[WSJ] Why Russia and China Are Sitting Out Venezuela’s Clash With Trump

[FT] ‘A full-blown crisis’: Americans brace for a surge in healthcare costs

[FT] Doge, crypto and the end of the lol era

[FT] OpenAI’s lead under pressure as rivals start to close the gap

[FT] China services activity hits three-year low while factory slump persists