Wednesday, September 30, 2026

Wednesday Afternoon Links

[CNBC] S&P 500 rises after data shows inflation slowed last month: Live updates

[Yahoo/Reuters] Oil prices rise on stalled US-Iran talks and tight fuel markets

[Axios] America's hated economic boom

[AP] Fed watchdog finds no crimes in $2.4B building renovation, only mismanagement

[Reuters] AI borrowers face tough sell in risky corners of US credit market

[Telegraph] Debt-ridden France branded ‘the new sick man of Europe’

[Yahoo/Reuters] German inflation hits highest level in almost 3 years 

[Bloomberg] Global Bonds Face Worst Quarter Since 2024 on Inflation Fear

[Bloomberg] Mexico’s Peso Becomes Worst in the World as Carry Traders Flee

[Bloomberg] AI Upstarts Pressured to Get Big-Tech Backstops for Data Centers

[Bloomberg] Bridgewater CEO Warns That AI Threatens ‘Societal Breakdown’

[Bloomberg] Meloni Says She’ll Ask EU for Extra Budget Flexibility on Energy

[Bloomberg] Russia Warns European Plants Arming Ukraine Could Be Targets

[WSJ] Wall Street’s Trading Desks Come Down From a Record High

[WSJ] Growth, Inflation Figures Show Signs of an Economic Pickup

[WSJ] Getting to Know Kevin Warsh

[FT] Bond markets resume sell-off after strong US data

[FT] AI debt surge raises risk of sharp market correction, warns Bank of England

[FT] US oil industry warns diesel prices will not return to normal for a year

[FT] ECB ‘cannot wait’ for high energy prices to fuel wider inflation, top policymaker warns

[FT] Gross: Don’t own bonds and be cautious with stocks