Thursday Afternoon Links

[CNBC] Dow closes 270 points higher, Nasdaq slips as investors rotate out of tech: Live updates 

[CNBC] Trump instructs ‘representatives’ to buy $200 billion in mortgage bonds, aiming to lower rates

[Yahoo Bloomberg] Trump's Venezuela Meeting Is Shaping Up to Be a Who's Who of US Oil

[Yahoo/Bloomberg] Bessent Says Trump May Decide on Fed Before or After Davos

[Yahoo/Reuters] US Treasury's Bessent says Rieder not yet interviewed for top Fed job, decision likely this month

[Yahoo Finance] Bessent: Fed must 'do its part' and lower rates

[Yahoo/Bloomberg] A US Trader’s Guide to the Supreme Court’s Looming Tariff Ruling

[Yahoo Finance] GM to take additional $6 billion charge to EV business

[WSJ] The 100-Year History Behind Trump’s Push for Venezuela’s Oil Wealth

[WSJ] China Drifts Closer to Its Own Lost Decade

[Bloomberg] Trump Directs $200 Billion Mortgage Bond Buy in Housing Push

[Bloomberg] US Inflation Expectations, Job Perceptions Worsen in Fed Survey

[Bloomberg] Here Are Trump’s Options If the Supreme Court Says His Tariffs Are Illegal

[Bloomberg] Fed’s Miran Wants 150 Points of Cuts in 2026 to Boost Jobs

[Bloomberg] AI Spending Boom Fuels 24-Year High for Convertible Bond Deals

[Bloomberg] Market Bubbles Go Way Beyond AI, Says Richard Bernstein Advisors

[Bloomberg] French President Macron Slams US for Breaching International Law

[Bloomberg] Global Bond Binge Heats Up With Record Deal for Italy

[FT] US trade deficit slides to lowest level since 2009 in October