Monday, December 1, 2025

Tuesday's News Links

[CNBC] Stocks rebound as bitcoin bounces, tech stocks gain: Live updates

[Yahoo/Bloomberg] Crypto’s Retail Traders Hit Hard as Strategy ETFs Plunge 80%

[Yahoo/Bloomberg] The Fed Has Rarely Been So Divided Over Its Long-Term Plan for Interest Rates

[Yahoo/Reuters] US online spending surges to $44.2 billion during five-day holiday shopping, Adobe data

[Yahoo/Bloomberg] Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI

[Axios] AI bubble a "key downside risk" to U.S. economy, OECD warns

[Reuters] Bank of England says AI, private credit and gilt repos pose increased risks

[Reuters] Trump's push to end Ukraine war raises fears of 'ugly deal' for Europe

[AP] A third Russian tanker attacked in the Black Sea, Turkish authority says

[Yahoo/Bloomberg] Taiwan Confident Trump Will Allow Leader to Transit Through US

[Yahoo/Bloomberg] China-Japan Clash May Persist for a Year, Taiwan Minister Warns

[Reuters] China floods the world with gasoline cars it can't sell at home

[Bloomberg] Biggest Hedge Funds Are Tapping Ultra-Cheap Leverage, BIS Finds

[Bloomberg] Bond Traders Don't Trust Rachel Reeves

[Bloomberg] AI Cash Ignites a Boom for Multimillion-Dollar San Francisco Homes

[Bloomberg] Nearly Half of China Flights to Japan Cut in December, CCTV Says

[WSJ] Why Kevin Hassett Is Winning the Fed Chair Race Before It Has Ended

[WSJ] OpenAI’s Altman Declares ‘Code Red’ to Improve ChatGPT as Google Threatens AI Lead

[FT] In a crisis, Strategy stacks dollars

[FT] Rate cuts will end in leading economies next year, says OECD

[FT] Ukraine targets Russia’s shadow fleet as it steps up drone war

Monday Evening Links

[CNBC] Stock futures are little changed after major U.S. indexes snap five-day win streaks: Live updates

[Yahoo/Reuters] Global Cyber Monday online sales hit $17.3 billion, Salesforce data shows 

[AP] Shoppers scoured for deals online on Cyber Monday and delivered strong sales for retailers

[Reuters] Trump rejected Maduro requests on call, options narrow for Venezuela leader, sources say

[CNBC] As regime change looms at the Fed, one candidate emerges as frontrunner for chair

[Reuters] Trump’s push for more AI data centers faces backlash from his own voters

[NYT] College Students Flock to a New Major: A.I.

[WSJ] Bitcoin Rout Picks Up Steam as Investors Fret Over a New ‘Crypto Winter’

[WSJ] Strategy, the Bitcoin-Buying Company, Raises $1.44 Billion to Weather Crypto Downturn

[WSJ] Prospect of Japanese Rate Rise Spills Into U.S. Markets

[WSJ] The Lesson of China’s Japan Bullying

Monday Afternoon Links

[AP] Tumbling crypto stocks threaten end to Wall Street’s 5-day winning streak

[Yahoo Finance] Bitcoin slides on 'weak' sentiment, Strategy, Coinbase among crypto stocks hit

[Yahoo/Bloomberg] Strategy’s Dollar Reserve Fails to Soothe Bitcoin-Sales Concern

[Axios] What it would mean to have Kevin Hassett as Fed chair

[Bloomberg] Jane Street, Citadel Securities Trading Revenue on Record Pace

[Bloomberg] Citadel Securities on Track for Record Trading Revenue This Year

[Bloomberg] Fed Flags Potential Risks Tied to Office Space, Capital Planning

[Bloomberg] Leveraged Loan Bankers in Europe Have Busiest Monday Since June

[Bloomberg] EU Warns US Against Pressuring Ukraine Over Russia on Peace Plan

[FT] Global bonds slide after hawkish Bank of Japan comments

[FT] Bitcoin champion Strategy launches ‘dollar reserve’ amid crypto sell-off