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Thursday, May 14, 2026

Friday's News Links

[CNBC] S&P, Nasdaq tumble as tech trade cools, yields surge: Live updates

[Yahoo/Reuters] Global shares drop, bond yields climb on inflation worries

[CNBC] Oil prices jump after Trump leaves China with Iran conflict still at a stalemate

[Yahoo/Bloomberg] Global Bond Selloff Worsens as Rising Oil Prices Spook Investors

[CNBC] 30-year Treasury yield tops 5.1%, highest in nearly a year

[CNBC] Gilt yields soar as Burnham gears up to challenge Starmer

[Reuters] Long bond blues? The US has a short-end problem too

[Yahoo/Bloomberg] Dollar Rallies Toward Best Week Since March on Fed Hike View

[Yahoo/WSJ] Chip Stocks Slide After U.S.-China Summit Ends Without Major Tech Deals

[Yahoo/Bloomberg] Metals From Copper to Gold Slump as Inflation Fears Roil Markets

[Reuters] Iran has 'no trust' in US, will negotiate only if it is serious, Araqchi says

[AP] Trump and Xi wrap up summit claiming progress stabilizing US-China relations as differences persist

[Yahoo/Bloomberg] Trump Projects Confidence on Iran War While China Stays Cautious

[Reuters] Trump says he won't be much more patient with Iran

[Reuters] Trump says Xi is 'all business' as talks resume after Taiwan warning

[AP] Trump insists US-China relations are in a good place despite differences as he wraps up Beijing trip

[Axios] Trump aims to defy gravity with Beijing friendship summit

[Yahoo/Reuters] China still drags its feet on rare earths sometimes, says Greer

[Yahoo/Reuters] US debt load could undercut Warsh's plan to shrink Fed balance sheet

[AP] Powell’s legacy at the Fed to be shaped by his misjudging inflation and standing up to Trump

[Yahoo/Reuters] Japan's wholesale inflation spikes on energy shock, bolsters case for June rate hike

[Reuters] Japan may face more price hikes for food, hot spring facilities, central bank says

[Reuters] US plans to indict Cuba's Raul Castro, US DOJ official says

[Bloomberg] Trump Says He Didn’t Ask Xi to Pressure Iran on Strait of Hormuz

[Bloomberg] Trump Says He Didn’t Discuss Extending Tariff Truce With Xi

[Bloomberg] Emboldened Xi Moves to Corner Trump With ‘New Relationship’ Talk

[Bloomberg] Treasuries Lead Global Bond Yields Higher on Inflation Angst

[Bloomberg] How Many Temporary Shocks Make a New Inflation Trend?

[Bloomberg] Why Taiwan Is the Hottest Issue Between the US and China

[Bloomberg] US Needs Another Decade to Fix $1.2 Trillion Rare Earth Crisis

[Bloomberg] Japan Producer Prices Jump by Most Since 2014, Backing BOJ Hike

[Bloomberg] Real Estate Lenders Are Eager to Offload Troubled Loans, Even at a Loss

[Bloomberg] AI-Hacking Threat Pushes $130 Billion Crypto Sector to the Brink

[Bloomberg] Putin to Visit Beijing Only Days After Trump Departs, SCMP Says

[NYT] Spies, Sanctions, Cyberattacks: China and the U.S. Clash Behind the Scenes

[NYT] As Powell Steps Down, the Fed Confronts ‘Regime Change’

[WSJ] The World Is Burning Through Its Oil Safety Net

[WSJ] Trump and Xi Want to Stabilize U.S.-China Ties. Now Comes the Hard Part.

[WSJ] Tightly Choreographed Visit Masks Big Differences Between U.S. and China

[WSJ] Beijing’s ‘Industrial Policy of Everything’ Leaves Rest of the World in the Dust

[FT] Donald Trump undecided on Taiwan arms sale after summit with Xi Jinping

[FT] Big Tech groups launch global borrowing spree to fund AI expansion

[FT] Tett: Why Warsh wants the Fed to keep quiet

[FT] Britain’s debt cage