Tuesday, February 24, 2026

Wednesday's News Links

[CNBC] Stocks rise, adding to Tuesday’s comeback, as Nvidia and Oracle shares gain: Live updates

[Yahoo/Bloomberg] Gold Rises as Traders Weigh Tariff Risks and Middle East Tension

[Yahoo/Bloomberg] Oil Steadies as Traders Await Upcoming US-Iran Nuclear Talks

[CNBC] Mortgage rates hit lowest level in nearly 4 years, but homebuyers are still stuck on the sidelines

[Reuters] Takeaways from Trump's State of the Union address to Congress

[Reuters] Trump says he has told big tech companies to build their own power plants

[Yahoo/Bloomberg] Strong Earnings Not Enough to Power Stocks Past AI, Credit Worry

[Yahoo/Reuters] China says it has met US trade obligations, warns against more tariffs

[Axios] Trump says he prefers diplomacy, but lays the case for war with Iran

[Reuters] Japan's government taps reflationists for BOJ board, markets react

[Reuters] Exclusive: Ex-BOJ chief Kuroda calls for rate hikes, tighter fiscal policy

[Bloomberg] Trump to Hike US Tariff to 15% ‘Where Appropriate,’ Greer Says

[Bloomberg] Takaichi’s Reflationist Picks for BOJ Board Nudge Yen Weaker

[Bloomberg] Orban’s Hardening Anti-Ukraine Stance Means Trouble for the EU

[WSJ] Key Takeaways From Trump’s State of the Union Address

[WSJ] Blue Owl Fallout Sets Off Retail-Investor Panic. Their Advisers Are Urging Calm.

[WSJ] Private Equity Was Headed for a Correction, Even Without AI Gloom

[WSJ] World Trade Surged in 2025, Despite Higher Tariffs

[WSJ] Violent Militias Stand Between the U.S. and Venezuela’s Vast Mineral Riches

[FT] The death of the Trump trade

[FT] Friedrich Merz meets China’s Xi Jinping as trade tensions mount

[FT] Yen weakens after Sanae Takaichi picks dovish candidates for Bank of Japan

[FT] Australian and New Zealand dollars surge as traders position for global interest rate rises

[FT] How war stopped working