Monday's News Links

[CNBC] Dow retreats after passing 50,000 mark as traders brace for jobs, inflation data this week: Live updates

[Reuters] Asia stocks rally as Nikkei jumps, chip sector rebounds

[Reuters] Gold Advances Above $5,000 as Dip-Buyers Return to Choppy Market

[Yahoo/Bloomberg] Japan Stocks Hit New Highs as Takaichi Win Fuels Spending Hopes

[Yahoo/Bloomberg] Oil Drops as Easing Middle Eastern Tensions Reduce Supply Risks

[CNBC] Private credit worries resurface in $3 trillion market as AI pressures software firms

[Yahoo/Bloomberg] Goldman Traders Warn Stock Selling Isn’t Over in Choppy Market

[CNBC] Sam Altman touts ChatGPT’s reaccelerating growth to employees as OpenAI closes in on $100 billion funding

[Yahoo/Bloomberg] Alphabet Looks to Raise About $15 Billion From US Bond Sale

[Yahoo Finance] Crypto's Super Bowl Moment Shrinks to Single Coinbase Ad

[Axios] U.S. homeowners are staying put for the longest time since 2000

[Yahoo/Bloomberg] China Is Pumping Cash to Fill a $456 Billion Liquidity Shortfall

[Reuters] Taiwan says 40% shift of chip capacity to US is 'impossible'

[Yahoo/Bloomberg] Hong Kong Sentences Jimmy Lai to 20 Years in Landmark Case

[Bloomberg] Goldman Says Hedge Funds Add Record Shorts on US Stocks in Rout

[Bloomberg] CLO Deals Are Booming Even When the Math Says They Shouldn’t

[Bloomberg] Apollo Sets Lending Record in Push to Rival Wall Street

[Bloomberg] Bitcoin’s Recovery Rings Hollow as Derivatives Stay Bearish

[Bloomberg] NYC Private School Tuition Breaks $70,000 Milestone for Fall

[Bloomberg] Brazil Tapping Global Debt Markets After Busiest Year in Decades

[Bloomberg] China Interbank Borrowing Spree Signals Rising Leverage in Bonds

[Bloomberg] Climate Risk Threatens Credit Ratings for Dozens of Countries

[WSJ] Why Inflation May Be About to Come in Hot

[WSJ] Stocks’ Sharp Rebound Is Only Making Investors More Nervous

[WSJ] Immigration Raids in South Texas Are Starting to Hit the Economy

[WSJ] Hong Kong’s Jimmy Lai Given 20-Year Sentence, Adding Friction to U.S.-China Ties

[FT] Here comes the great American bitcoin-mining-to-AI pivot

[FT] ‘It feels like a betrayal.’ Germany’s painful estrangement from the US

[FT] Keir Starmer faces crunch week in battle to hold on to power

Sunday Evening Links

[CNBC] Stock futures tick higher as Wall Street awaits closely watched jobs, inflation reports: Live updates

[Yahoo/Bloomberg] Warsh Call for Fed-Treasury Accord Stirs Debate in $30 Trillion Bond Market

[Yahoo/Bloomberg] Goldman Traders Warn Stock Selling Isn’t Over in Choppy Market

[Yahoo/Bloomberg] Bessent sees ‘unruly’ Chinese trading behind gold price swings

[Bloomberg] Yen Fluctuates as Japan’s Takaichi Set for Landslide Vote Win

[Bloomberg] Bessent Suggests Warsh Nomination Hearings Alongside DOJ Probe

[Bloomberg] Cheap Private Loans Backfire on Rookie Home Flippers

Sunday's News Links

[Reuters] Japan markets set for renewed 'Takaichi trade' after landslide election win

[Yahoo/Bloomberg] Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly

[Yahoo/Bloomberg] AI Fear Grips Wall Street as a New Stock Market Reality Sets In

[Axios] "Everything is gambling now": How betting is taking over America

[CNBC] Japanese Prime Minister Takaichi’s ruling LDP seen winning outright majority in snap election: NHK

[AP] Iran’s top diplomat strikes a hard line on US talks, saying Tehran’s power comes from saying ‘no’

[Bloomberg] Wild Stock Swings Keep Favorite Wall Street Option Trade Humming

[NYT] How Japan’s Leader Wants to Shape the Economy

[WSJ] Japan’s Takaichi Scores Landslide Win in Election Gamble

[WSJ] This Is Why It’s So Hard to Find a Job Right Now

[WSJ] One Generation Runs the Country. The Next Cashed In on Crypto.

[WSJ] Iran Threatens Missile Attacks, Hoping Trump Sees Strength Not Weakness

[FT] Economists reject Kevin Warsh’s claim that AI boom will enable rate cuts

[FT] No easy end to easy money