Thursday's News Links

[CNBC] Stocks rise to kick off October as AI-related stocks gain: Live updates

[Yahoo/Reuters] Bond markets slide again, Micron earnings help tech stocks

[Yahoo/Bloomberg] Treasury 10-Year Yield Hits Highest Since 2002 on Rate Outlook

[CNBC] Oil prices rise as Chinese refiners reportedly ban October fuel exports; Brent crude back above $100

[Reuters] Iran readies harder retaliation if attacked as diplomacy faces long odds

[Reuters] Chinese refiners suspend October fuel exports to bolster stocks, sources say

[Yahoo/Reuters] US weekly jobless claims fall; layoffs drop in September

[Yahoo/Reuters] Fed's Kashkari says central bank must lower inflation pressures

[Yahoo/Reuters] Analysis-Investors wary of slowdown in US corporate profit boom

[Axios] Scoop: Rubio ordered Iranian delegation to leave the country, U.S. official says

[Yahoo/Reuters] Greer urges G20 to back Trump tariff agenda, takes aim at China

[Reuters] US tells France and Germany to release diesel stocks or face US export ban, sources say

[Yahoo/Reuters] Euro zone factory growth accelerates again in September, PMI shows

[Yahoo/Reuters] Asian factory activity expands thanks to global AI boom

[Yahoo/Reuters] South Korea factory growth hits 4-month high as export orders boom, PMI shows

[Yahoo/Reuters] Australian home prices fall for sixth straight month, set for worst downturn in 30 years

[Bloomberg] 10 Reasons Investors Are Driving Government Bond Yields Higher

[Bloomberg] Fed’s Kashkari Says He Doesn’t Know How High Rates Must Go

[Bloomberg] Trump Says Warsh Should Have Voted Against Fed’s Rate Hike

[Bloomberg] CCC Debt Turns Distressed for First Time Since 2023 Crisis

[Bloomberg] Dealmakers Face Fresh Risks Chasing $5 Trillion-Plus M&A Record

[Bloomberg] Oura Just Went Through a $1.5 Billion Health-Check

[Bloomberg] Bank of England Must Raise Rates to Maintain Credibility, Mann Says

[Bloomberg] China Eyes More Targeted Fiscal Support After Growth Slowdown

[Bloomberg] Why China Can’t Sort Out Its Property Market Mess

[NYT] Oil Is Flowing From the Persian Gulf, but Prices Remain High. Why?

[WSJ] Fed’s Kashkari Says Inflation Still Too High, Latest Data Didn’t Change View

[WSJ] U.S. Pressure Campaign Leaves Iranian Tankers Stranded in Asian Waters

[WSJ] South Korea Contests U.S. Claims of New $50 Billion Alaska Investment

[WSJ] France Is Ground Zero in the Global Bond Rout

[WSJ] Global Dealmaking Cools in Third Quarter

[FT] Global bond sell-off deepens as Japanese yields jump

[FT] Is circular financing in AI a problem?

[FT] OpenAI’s agents obscured hacking activity in government site breaches

[FT] The trouble with China’s bigger, better batteries

[FT] Philippines’ central bank braces for ‘Godzilla’ El Niño