Wednesday's News Links

[CNBC] Dow futures rise 200 points after a much better-than-expected January jobs report: Live updates

[Reuters] Gold rises as dollar, yields slip ahead of key US jobs data

[Yahoo/Bloomberg] Oil Rises as Iran Tensions Overshadow Concern About Supply Glut

[Yahoo/Bloomberg] Wall Street’s New Trade Is Dumping Stocks in AI’s Crosshairs

[AP] US adds surprising 130,000 jobs last month yet revisions cut hundreds of thousands of jobs last year

[Reuters] US household credit troubles ticked up at end of 2025, New York Fed says

[CNBC] Property Play: Delinquencies in commercial mortgage-backed securities are on the rise. Here’s what’s happening

[Axios] Hyperscaler spending to hit over $600 billion

[Axios] The AI boom belongs to capital, not workers

[Reuters] Retail inflows into software stocks hit record despite AI-disruption worries

[Yahoo/Reuters] Analysis-Software selloff is disrupting some M&A and IPO deals, US bankers say

[Reuters] Bond buyers beware - fiscal slippage is everywhere

[Yahoo/Bloomberg] Trump Privately Weighs Quitting USMCA Trade Pact He Negotiated

[CNBC] China consumer inflation rises less than expected in January as producer price deflation persists

[Bloomberg] AI Threatens the Finance Industry's Perpetual Profit Machine

[Bloomberg] Will Bessent or Warsh Be the Scapegoat If the Dollar Falls?

[Bloomberg] The Insurance Crisis Is About to Get Even Worse

[NYT] Unemployment Rate in Focus as Fed Considers When to Restart Rate Cuts

[NYT] What Executives Are Saying About the ‘K-Shaped’ Economy

[WSJ] How Fake Invoices Duped BlackRock Unit Into a $400 Million Loan

[WSJ] U.K. Government Bonds Enter Period of Political Risk

[WSJ] Reserve Bank of Australia Will Do Whatever It Takes to Lower Inflation, Deputy Gov Says

Tuesday Evening Links

[CNBC] Stock futures tick higher as traders await delayed January jobs report: Live updates

[Bloomberg] Wall Street’s New Trade Is Dumping Any Stock in AI’s Crosshairs

[Bloomberg] China’s Years-Long Retreat From US Treasuries Flags Bigger Risks

[WSJ] AI Threat Widens to Financial Sector

[FT] US brokerage shares slide in latest sell-off driven by new AI tool

Tuesday Afternoon LInks

[CNBC] S&P 500 ticks lower after disappointing retail sales data; financial stocks drop: Live updates

[Yahoo/Bloomberg] US Bonds Surge as Weak Retail Sales Boost Fed Rate-Cut Bets

[Axios] Exclusive: Trump says he might send second carrier to strike Iran if talks fail

[AP] Annual governors’ gathering with White House unraveling after Trump excludes Democrats

[Axios] States beg Canadians to return as Trump antagonizes America's neighbor

[Bloomberg] US Consumer Delinquencies Jump to Highest in Almost a Decade

[Bloomberg] Wealth Manager Stocks Sink as Investors Flee AI’s Next Casualty

[Bloomberg] US Stock Turnover Tops $1 Trillion a Day Amid Trading Surge

[Bloomberg] New Iran Deal Distant Prospect as US Talks Drag, Airstrikes Loom

[Bloomberg] Fed’s Logan Says Cooling Inflation Not Enough for More Rate Cuts

[Bloomberg] Fed’s Hammack Says Rates Could Be on Hold for ‘Some Time’

[Bloomberg] Ares CEO Calls AI, Private Credit Fears ‘Odd’ and ‘Frustrating’

[Bloomberg] Fears Flare in Brazil as Deep Downgrade Rattles the Bond Market

[Bloomberg] Bankers Pitching EM Debt Swaps Hit a Wall in a Once-Hot Market

[WSJ] Fed’s Interest-Rate Stance Well-Positioned, Dallas Fed President Says

[WSJ] Bitcoin-Backed Bond Sale Hit by Crypto Turbulence

[WSJ] What Is the Gordie Howe Bridge? And Why Is Trump Threatening to Keep It Shut?

[FT] Wall Street’s anything-but-tech trade shakes up US stock market

[FT] Trump threatens to block opening of new border bridge with Canada