Monday's News Links

[Reuters] Shares edge up in thinly-traded holiday markets, Japan data disappoint

[Reuters] Asia shares becalmed by holidays, dire Japan data

[Yahoo/Bloomberg] Oil Steady With Focus on Geopolitical Risk Before Iran Talks

[Yahoo/Reuters] The Big Tech losers as AI fears wipe billions of dollars off valuations

[CNBC] China’s tech shock threatens the U.S. AI monopoly and is ‘just getting started’

[Axios] Homebuyers are scoring deals — but prices remain high

[Axios] Exclusive: Pentagon threatens Anthropic punishment

[Politico] Carney constructs a mega anti-Trump trade alliance

[AP] Japan’s economy barely grows in the last quarter as exports slow, with 2025 expansion just 1.1%.

[Yahoo/Reuters] Japan PM Takaichi to hold first meeting with BOJ chief Ueda since election win

[Bloomberg] US Natural Gas Drops to Lowest in Four Months on Warmer Outlook

[Bloomberg] BOJ’s Ueda Says Takaichi Made No Specific Requests at Talks

[Bloomberg] Brokers Forced to Rethink Funding Playbook as India Curbs Loans

[NYT] Diplomatic Feud With China Weighs on Japan’s Economy

[WSJ] The Break Is Over. Companies Are Jacking Up Prices Again.

[FT] Warsh’s war on the Fed balance sheet

[FT] Why Rubio failed to repair the transatlantic rift

[FT] Marco Rubio says Viktor Orbán’s leadership is ‘essential’ to US interests

[FT] Fund managers take most bearish stance on dollar for a decade

[FT] How China could win the geopolitical game by default