Tuesday's News Links

[CNBC] S&P 500 gains as Palantir shares soar, gold and silver trade recovers: Live updates

[Yahoo/Bloomberg] Gold Rallies With Silver as Historic Rout Lures Back Dip Buyers

[Yahoo/Bloomberg] Copper Rebounds as China Industry Group Calls for Stockpiling

[Yahoo/Bloomberg] ‘Get Me Out’: Traders Dump Software Stocks as AI Fears Erupt

[Reuters] Trump-backed deal to end shutdown faces tight House vote

[AP] Trump urges House to vote quickly to end the partial government shutdown

[AP] Seeking shelter from Trump’s fury, US trade partners reach deals with each other

[CNBC] Australia raises rates for first time since late 2023 as inflation hits six-quarter high

[CNBC] Ray Dalio warns the world is ‘on the brink’ of a capital war

[Yahoo/Reuters] Power grid delays challenge Amazon's data center expansion in Europe

[Axios] Exclusive: Chinese hackers impersonate U.S. policy briefings in phishing lures

[Politico] Europe begins its slow retreat from US dependence

[Bloomberg] Real Fears Lurk Behind the Dollar 'Debasement Trade’

[Bloomberg] Japan Bond Auction Sees Drop in Demand on Caution Into Election

[NYT] The Global Economy’s Warning Signals Are Broken

[WSJ] What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

[WSJ] Fed’s Barkin Says We Have Been Bringing Rates Back Down Toward Neutral Levels

[WSJ] Trump Says He Will Sue Harvard for $1 Billion

[WSJ] Taiwan Doubles Down on U.S. Partnership, Even as America’s Alliances Fray

[FT] The political cost of America’s surging electricity bills

[FT] The real European financial threat to America

[FT] Australian central bank reverses course with interest rate increase

[FT] Inside Trump’s $550bn ‘shakedown’ of Japan Inc

[FT] Global investors need to go on Japan watch right now

[FT] Russia hits Ukraine energy sites as Trump truce unravels

Monday Evening Links

[CNBC] S&P 500 futures are little changed after index rises to start February trading: Live updates

[Reuters] Crypto market volatility triggers $2.5 billion in bitcoin liquidations

[Yahoo/Bloomberg] Dollar Extends Advance to Second Day as Metals Drop, Oil Sinks

[CNBC] Trump says DOJ should continue Fed Chair Powell probe ‘to the end’

[Yahoo/Bloomberg] Dealers on Watch for Any Bessent Debt-Sale Move to Temper Yields

[Axios] Oracle to raise $50 billion as AI debt piles up

[NYT] Trump Unveils $12 Billion Critical Minerals Stockpile

[WSJ] Trump Pushes House Republicans to End Partial Shutdown Quickly

[WSJ] What to Know About the Wild Swings in Gold and Silver

[FT] Oracle raises $25bn in bond offering despite concerns over rising debt

[FT] Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections

[FT] SpaceX buys xAI to unite crucial parts of Elon Musk’s empire

Monday Afternoon Links

[CNBC] Dow rallies 500 points as traders shake off gold, silver and bitcoin declines: Live updates 

[Yahoo/Bloomberg] Oil Plunges as Iran Risks Ease and Commodities Selloff Deepens

[Axios] Winter storm's power outages hammer the South

[Yahoo/Reuters] Partial US government shutdown will delay January's employment report, BLS says

[AP] Trump plans to lower tariffs on Indian goods to 18% after India agreed to stop buying Russian oil

[Reuters] Warsh to face 'tall task' as Fed chief, Bostic says

[Axios] China eyes challenge to U.S. dollar dominance – but that's easier said than done

[Bloomberg] Trump Needs an Off-Ramp for Powell Feud to Speed Warsh Into Fed

[Bloomberg] Even In Warsh’s World, Bitcoin Will Be Dumped for Gold

[Bloomberg] Apollo Says Risk of Yen Carry Unwind as Speculators Cut Bets

[Bloomberg] Private Credit Defaults Would Hit 13% in UBS Worst Case for AI

[Bloomberg] Collapsed FX Broker’s Derivatives Counterparties Hit by 98% Loss

[WSJ] What Kevin Warsh Learned Working for Stanley Druckenmiller

[WSJ] U.S., Iran Poised to Meet for Talks

[FT] Xi’s ominous purge of his top general