Thursday, February 19, 2026

Friday's News Links

[CNBC] Stocks decline after weaker-than-expected GDP report: Live updates

[Yahoo/Bloomberg] Oil Steadies Near Six-Month High as Trump Sets Iran Deadline

[CNBC] Fourth-quarter U.S. GDP up just 1.4%, badly missing estimate

[Axios] U.S. economy slows to 1.4% GDP growth in Q4

[AP] Inflation rose more quickly than expected in December

[Yahoo/Reuters] US PCE inflation heats up in December

[CNBC] ‘Canary in the coal mine’: Blue Owl liquidity curbs fuel fears about private credit bubble

[Axios] Trump's tariffs near their fate before the Supreme Court

[CNBC] The bond market’s ‘quiet stabilizer’ is fading — and U.S. Treasurys face the most risk

[Reuters] Companies rethink IPOs in 2026 as market volatility tests valuations

[Yahoo/WSJ] Eurozone Business Activity Picks Up Faster Than Expected

[Reuters] Iran's Khamenei faces gravest crisis of his rule as US strike force gathers

[Bloomberg] Blue Owl Closed a Gate. Yes, That's a Red Flag

[Bloomberg] Goldman Raises US High-Grade Debt Sales View to $2.1 Trillion

[Bloomberg] This AI Electricity Stopgap Needs a Big Caveat

[Bloomberg] Big Tech’s Soaring Spending on AI Is Eating Into Stock Buybacks

[Bloomberg] How Jerome Powell Is Trump-Proofing the Fed

[Bloomberg] EM Stocks, Currencies Decline as Iran Tensions Build, Oil Spikes

[Bloomberg] BofA Says US Stocks Draw Lowest Share of Global Flows Since 2020

[Bloomberg] Trump Iran Ultimatum Sets Up Attacks Following IAEA Meeting

[Bloomberg] US, China Jets Briefly Face Off Near Korea, Yonhap Says

[Bloomberg] China Snaps Up Distressed Russian Oil Cargoes Shunned by India

[NYT] Blue Owl Sets Off New Private Credit Fears

[NYT] Is This Private Credit’s ‘Canary in the Coal Mine’?

[NYT] Can an A.I. Productivity Boom Clear a Path for More Rate Cuts? Trump’s Fed Pick Thinks So.

[NYT] 11 Million Visitors Short: Inside America’s Continuing Tourism Slump

[WSJ] Fed’s Preferred Gauge Shows Accelerating December Inflation Trends

[FT] The ‘incredibly significant’ US military forces surrounding Iran

[FT] Tett: Reasons to worry about America’s investment position with the rest of the world

[FT] Nvidia and OpenAI abandon unfinished $100bn deal in favour of $30bn investment