Monday's News Links

[CNBC] Stocks rise as big week of economic data kicks off: Live updates

[Yahoo/Bloomberg] Gold Climbs Near Fresh Record With Focus Turning to Jobs Data

[CNBC] Copper could hit ‘stratospheric new highs’ as hoarding of the metal in U.S. continues

[Yahoo/Bloomberg] Bond-Market Debate Over Fed’s Path in 2026 Is About to Heat Up

[AP] US tariffs are having an uneven effect on holiday prices and purchases

[CNBC] High cost of goods is causing consumers to spend less for the holidays, CNBC survey finds

[Yahoo/Reuters] China's factory output, retail sales weaken in November

[Reuters] Ukraine strikes Russian oil infrastructure in Caspian Sea for third time, source says

[Yahoo/WSJ] China Vanke Shares Fall After Bondholders Reject Debt Extension Proposal

[Bloomberg] Fannie, Freddie Quietly Add Billions to Mortgage-Bond Portfolios

[Bloomberg] The Bond Market Will Not Be Fooled

[Bloomberg] BOJ Signals Rate Hike Bar Is Cleared With Wage Momentum Intact

[Bloomberg] Electricity Is Now Holding Back Growth Across the Global Economy

[Bloomberg] Xi Warns Officials Against Chasing ‘Reckless’ Expansion in GDP

[Bloomberg] AI Is Getting Dangerously Good at Political Persuasion

[Bloomberg] China Shadow Bank’s Missed Payments Show Growing Property Stress

[WSJ] How a Push for More IPOs Fueled a Wave of Scams

[WSJ] China’s Economy Is Deteriorating on Several Fronts

[FT] Trump assault opens EU rift as leaders split on US strategy

[FT] China investment falls for third straight month in blow to economy

Sunday Evening Links

[CNBC] Stock futures are little changed as big week of economic data kicks off: Live updates

[Yahoo/Bloomberg] Hassett Says Trump Can Offer Fed Advice But Won’t Set Its Action

[Bloomberg] Bond-Market Debate Over Fed’s Path in 2026 Is About to Heat Up

[Bloomberg] Highly Pathogenic Avian Influenza Found in Wisconsin Dairy Herd

[Bloomberg] Fifth La Niña in Six Years to Disrupt Crops and Supply Chains

Sunday's News Links

[Yahoo Finance] Trump's Fed pick comes into focus, economic data backlog clears: What to watch this week

[Yahoo/Bloomberg] Corporate-Bond Investors Party as Hangover Looms: Credit Weekly

[Politico] Thousands of carveouts and caveats are weakening Trump's emergency tariffs

[AP] Arctic air mass pushes to the U.S. South; Midwest also bracing for dangerous wind chills

[Reuters] Thailand considers blocking fuel exports to Cambodia as border conflict escalates

[Bloomberg] Rich World’s Rate-Cut Momentum Is Fading Away

[Bloomberg] Carry Trade Revival That Electrified EM Spurs Optimism for 2026

[Bloomberg] The ‘Free World’ Is at Peak Disunity

[NYT] U.S.-U.K. Trade Deal Hits Stumbling Block

[NYT] The S.E.C. Was Tough on Crypto. It Pulled Back After Trump Returned to Office.

[WSJ] The Eerie Parallels Between AI Mania and the Dot-Com Bubble

[FT] Hedge funds pile into commodities searching fresh source of returns