Wednesday's News Links

[CNBC] Dow futures rise 200 points after a much better-than-expected January jobs report: Live updates

[Reuters] Gold rises as dollar, yields slip ahead of key US jobs data

[Yahoo/Bloomberg] Oil Rises as Iran Tensions Overshadow Concern About Supply Glut

[Yahoo/Bloomberg] Wall Street’s New Trade Is Dumping Stocks in AI’s Crosshairs

[AP] US adds surprising 130,000 jobs last month yet revisions cut hundreds of thousands of jobs last year

[Reuters] US household credit troubles ticked up at end of 2025, New York Fed says

[CNBC] Property Play: Delinquencies in commercial mortgage-backed securities are on the rise. Here’s what’s happening

[Axios] Hyperscaler spending to hit over $600 billion

[Axios] The AI boom belongs to capital, not workers

[Reuters] Retail inflows into software stocks hit record despite AI-disruption worries

[Yahoo/Reuters] Analysis-Software selloff is disrupting some M&A and IPO deals, US bankers say

[Reuters] Bond buyers beware - fiscal slippage is everywhere

[Yahoo/Bloomberg] Trump Privately Weighs Quitting USMCA Trade Pact He Negotiated

[CNBC] China consumer inflation rises less than expected in January as producer price deflation persists

[Bloomberg] AI Threatens the Finance Industry's Perpetual Profit Machine

[Bloomberg] Will Bessent or Warsh Be the Scapegoat If the Dollar Falls?

[Bloomberg] The Insurance Crisis Is About to Get Even Worse

[NYT] Unemployment Rate in Focus as Fed Considers When to Restart Rate Cuts

[NYT] What Executives Are Saying About the ‘K-Shaped’ Economy

[WSJ] How Fake Invoices Duped BlackRock Unit Into a $400 Million Loan

[WSJ] U.K. Government Bonds Enter Period of Political Risk

[WSJ] Reserve Bank of Australia Will Do Whatever It Takes to Lower Inflation, Deputy Gov Says