Monday's News Links

[CNBC] S&P 500 falls to start week on bitcoin decline, Nvidia pullback: Live updates

[CNBC] Oil slides over 5% as Trump signals Iran talks, easing supply shock fears

[Yahoo/Bloomberg] Korea’s World-Beating Stock Rally Stumbles as Risk-Off Wave Hits

[Yahoo/Bloomberg] The $3 Trillion AI Data Center Build-Out Becomes All-Consuming For Debt Markets

[Yahoo/Bloomberg] Oracle to Raise Up to $50 Billion in 2026 for Cloud Buildup

[AP] Speaker Johnson faces tough choices on partial government shutdown and debate over ICE

[Yahoo/Reuters] Japan PM Takaichi must face bond investors before winning over voters

[Bloomberg] Bitcoin Flirts With Lowest Price Since Trump’s Return to Office

[Bloomberg] Dudley: Warsh Has Promised More Than He Can or Should Deliver

[Bloomberg] Software Slump Sees Another Leveraged Loan Deal Put on Hold

[Bloomberg] Private Credit Is Headed for a Software Shock

[Bloomberg] Japan’s Bond Market Has a Warning for America

[Bloomberg] Michael Saylor’s High-Stakes Bitcoin Bet Faces Fresh Strain

[Bloomberg] BOJ Summary Suggests Emerging Urgency Around Timely Rate Hikes

[Bloomberg] China’s Factory Activity Gauge Expands for Export-Oriented Firms

[Bloomberg] Vanke’s Record Loss Leaves Developer at Mercy of State Backer

[NYT] The Effects of Tariffs, One Year Into Trump’s Trade Experiment

[NYT] Western Ski Resorts and Their Terrible, Horrible, No Snow, Very Bad Year

[WSJ] Saying You Want to Shrink the Fed Is One Thing. Doing It Is Another.

[WSJ] The Housing Market Is Swinging Toward Buyers

[FT] Markets are set to test Warsh 

[FT] An oral history of the Fed’s Covid-19 crisis

[FT] The stablecoin war: Wall Street vs crypto over the future of money

Sunday Evening Links

[CNBC] Stock futures fall after silver, bitcoin sell off; questions loom over AI trade: Live updates

[AP] Johnson says no quick House vote to end partial shutdown and blames Democrats for their ICE demands

[Yahoo/Bloomberg] Warsh’s Return Revives Tensions Over the Fed’s $6.6 Trillion QE Hangover

[Yahoo/Reuters] Oracle plans to raise $45 billion to $50 billion in 2026

[CNBC] United Arab Emirates’ ‘Spy Sheikh’ bought secret stake in Trump crypto company: WSJ

[Bloomberg] Yen Weakens Versus Dollar After Takaichi Comments on Currency

[Bloomberg] Hassett Calls for Fed Balance Sheet to Be ‘as Lean as Possible’

[Bloomberg] BlackRock, Pimco See Inflation Risks the Wider Market Dismisses

[Bloomberg] Australia 10-Year Yield Heads Toward 5% as RBA Tightening Looms

[Bloomberg] Home Prices Rising by the Week Shatter Ownership Dreams in Seoul

[Bloomberg] Carvana’s Red-Hot Growth Runs on a Cycle of Borrowed Money

[Bloomberg] Trump Says He’ll Close Kennedy Center for Two Years in July

[WSJ] House’s Bid to End Partial Shutdown Gets Tougher

[WSJ] ‘Spy Sheikh’ Bought Secret Stake in Trump Company

Sunday's News Links

[Yahoo/Bloomberg] Bitcoin’s break below $80,000 signals new crisis of confidence

[Yahoo Finance] January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week

[Yahoo/Bloomberg] OpenAI Investment Was ‘Never a Commitment,’ Nvidia’s Huang Says

[Yahoo/Bloomberg] How Chinese speculators set the stage for gold and silver crash

[Bloomberg] AI Boom Is Triggering a Loan Meltdown for Software Companies: Credit Weekly

[Bloomberg] Japan’s Takaichi Clarifies Weak Yen Remarks From Election Rally

[Bloomberg] Iran’s Supreme Leader Warns of ‘Regional War’ as US Threat Looms

[WSJ] Trump Jokes About Suing Warsh if He Doesn’t Lower Interest Rates

[WSJ] High-Speed Internet Boom Hits Low-Tech Snag: a Labor Shortage

[WSJ] AI’s Fundraising Frenzy Continues

[WSJ] The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice

[WSJ] The Vibe in the Crypto Market Right Now: ‘Stay Alive’

[WSJ] Snow Drought in the West Reaches Record Levels

[WSJ] Before Any Strike on Iran, U.S. Needs to Bolster Air Defenses in Mideast

[WSJ] China’s Xi, Now Alone Atop His Military, Is the Sole Voice in Tackling Taiwan

[FT] Bitcoin price slides to lowest level since 2025 tariff shock

[FT] Americans have drawn a red line in Minnesota

[FT] Xi Jinping calls for China’s renminbi to attain global reserve currency status