Tuesday, September 29, 2026

Wednesday's News Links

[CNBC] Stocks rise after data shows inflation slowed last month: Live updates

[Yahoo/Reuters] Oil gains as stalled US-Iran talks trump supply recovery

[CNBC] 10-year Treasury yield retreats from 2007 high after PCE data shows inflation slowed in August

[CNBC] Private sector jobs rose by 90,000 in September, better than expected, ADP reports

[AP] Inflation cooled slightly last month even as consumers stepped up spending

[AP] US economy grew a solid 2.2% in the second quarter, government says, upgrading previous estimate

[CNBC] Mortgage rates jump for the sixth straight week, hitting both refinance and homebuyer demand hard

[CNBC] Hedge funds hold a record share of the $30 trillion Treasury market. What could go wrong?

[AP] An Israel-bound plane diverts to Saudi Arabia for emergency landing and other Mideast developments

[Axios] OpenAI hit with landmark lawsuit following Hugging Face hack

[Yahoo Finance] Debt is fueling the AI boom, and warning signs are flashing

[Yahoo Finance] AI in America has a huge 1.7 million job shortage problem

[Yahoo/WSJ] Inflation in Eurozone’s Biggest Economies Reaches Multiyear Highs

[Yahoo/Reuters] China services growth hits three-month high, private PMI shows

[Yahoo/Reuters] Chinese factory activity expands in September amid AI boom

[Reuters] Russia strikes energy facilities in Kyiv and nearby areas in prelude to winter assault

[Bloomberg] Bank of England Warns Gilt Market Faces Growing Spillover Risks

[Bloomberg] Gap Between Calm Market, Single-Stock Vol Harkens Back to 2000

[Bloomberg] Why Is Oil at $100 If Trump Is Winning the Battle in Hormuz?

[Bloomberg] Fed Votes to Overhaul Stress Tests in Major Wall Street Bank Win

[Bloomberg] French Bond Risk Hits New Milestone on Political Concerns

[Bloomberg] Global Cash Is Funding US AI Boom Despite Fears of Hidden Debt

[Bloomberg] Australian Private Credit Giant Metrics Halts Withdrawals

[Bloomberg] AI-Fueled $126 Billion Debt Binge Ends Taiwan’s Cheap Money Era

[Bloomberg] China’s Biggest Stimulus Push Since 2024 Fails to Impress Market

[Bloomberg] China Coal Prices Have Jumped by Almost a Quarter Since Mid-July

[NYT] Fed’s Preferred Inflation Gauge Points to Continued Price Pressures

[NYT] Hedge Fund’s Near Collapse Lays Bare Risks of Borrowing to Bet on A.I.

[WSJ] Wall Street’s Hopes for a Blockbuster IPO Season Are Fading

[WSJ] The Gap Between the Rich and the Very, Very Rich Is Getting Wider

[WSJ] BOE Sees Threat to Government Bonds in AI Growth Miss

[WSJ] The U.S. Military Exits Iraq, Leaving Behind a Nation in Peril

[FT] KKR warns of growing credit market risks from AI borrowing spree

[FT] Inflation accelerates in Eurozone’s biggest economies

[FT] White House holds crunch talks on diesel export ban as midterms near

[FT] Russia threatens nuclear strikes on Nato countries over Kaliningrad