Monday's News Links

[CNBC] Stocks drop as Trump raises tariffs again, sowing confusion: Live updates

[Yahoo/Bloomberg] Gold Rises as Trump Tariff Defeat Throws Trade Deals Into Doubt

[CNBC] Bitcoin falls below $65,000 as Trump tariff moves raise uncertainty

[Yahoo/Bloomberg] Oil Holds Gain With US-Iran Nuclear Talks to Resume This Week

[Reuters] US tariff turmoil leaves Treasury markets dazed

[AP] Snowfall intensifies in Northeast, with many stuck at home under blizzard warnings and travel bans

[Reuters] Powerful winter storm shuts schools, disrupts travel across US Northeast

[CNBC] Europe hits back at ‘pure tariff chaos’ from the U.S., warning trade deals are at risk

[Yahoo/Bloomberg] China Monitoring Trump’s New Trade Moves After US Court Defeat

[Yahoo/Bloomberg] Xi Gains Leverage Before Trump Summit After Tariff Reversal

[Axios] AI's "centaur phase" consumes Silicon Valley

[AP] From dabblers to day traders, small investors’ impact on Wall Street grows even in volatile market

[Yahoo Finance] Fed's Waller says he could shift to holding rates steady if next jobs report comes in strong

[Yahoo/Bloomberg] Hedge Funds That Piled Into US Bitcoin Funds Are First to Exit

[Yahoo/CNN] What is Blue Owl, and why are people suddenly worried about private credit?

[Yahoo/Telegraph] Trump’s tariff turmoil triggers worst run for private equity since 2008

[AP] Mexico fears more violence after army kills leader of powerful Jalisco cartel

[Bloomberg] Private Equity’s Dry Spell Now Worse Than 2008 Crisis, Bain Says

[Bloomberg] China, India Among Winners After US Court Blocked Trump Tariffs

[Bloomberg] Hedge Funds Sold Most Global Equities Since April, Goldman Says

[Bloomberg] Alarmed Indian Officials Race to Tame World-Beating Options Boom

[NYT] Tariff Turmoil Returns to Global Markets

[NYT] It’s a Buyer’s Market, but Homeownership Eludes Many Americans

[WSJ] Why Tariffs Aren’t Shrinking the U.S. Trade Deficit

[WSJ] Waller Weighs Supporting Fed Rate Pause if Labor Data Stabilize

[WSJ] The Fundraising Tactic AI Startups Are Using to Juice Valuations

[FT] US banks enjoyed record profits of $300bn in 2025

[FT] What is behind Trump’s truce with China?

[FT] Private equity logjam builds as smaller firms fail to exit investments

[FT] Data centres seek credit ratings to unlock billions in funding for AI push

[FT] Fuel shortage threatens US nuclear resurgence, warns top supplier

[FT] Europe and America are locked in a struggle over ‘western civilisation’

[FT] Korean ‘ants’ pile into leveraged funds to profit from stock market boom