Wednesday's News Links

[CNBC] Stocks rise ahead of Fed minutes as Nvidia shares gain: Live updates

[CNBC] Oil jumps more than 2% after Vance says Iran ignored key U.S. demand, military strikes on the table

[Yahoo/Bloomberg] Gold and Silver Regain Ground Ahead of Fed Minutes Release

[Axios] Trump moves closer to a major war with Iran

[CNBC] Mortgage rates sink to the lowest level in a month, sparking more refinance demand

[Reuters] Fed minutes could highlight shift in balance of risks as policymakers put rates on hold

[Axios] Investors are falling out of love with AI

[Yahoo/Bloomberg] Bitcoin Won Over Wall Street and Now It’s Paying the Price

[Yahoo/Bloomberg] Japan, US Reach $36 Billion of Gas, Mineral Deals in Trump Pact

[CNBC] Japan exports growth surges to over 3-year high, up nearly 17% in January, as shipments to China soar

[AP] Envoys signal no breakthrough on bridging Russia and Ukraine’s political and military differences

[Bloomberg] How a Social Media Addiction Trial Threatens Big Tech

[Bloomberg] Private Credit Should Worry About a Singularity in Software Debt

[Bloomberg] US Housing Starts Rise to Five-Month High in Broad Increase

[Bloomberg] US Core Capital Goods Orders Exceeded Forecast in December

[Bloomberg] Unprecedented ‘Jobless Boom’ Tests Limits of US Economic Expansion

[Bloomberg] Banks Pounce on M&A Revival With $100 Billion of Buyout Debt

[Bloomberg] Hassett Attacks NY Fed for Study on Tariffs Hurting US Companies

[Bloomberg] US Insurers’ Dollar Hedging in 2026 Tops ‘Liberation Day’ Fever

[NYT] How the World’s Most Boring Market Became a ‘Battlefield’

[FT] US and Japan unveil first mega-projects under $550bn trade deal

[FT] Brevan Howard’s crypto fund slumped 30% in 2025 amid bitcoin rout

Tuesday Evening Links

[CNBC] Stock futures are little changed as traders await Fed meeting minutes: Live updates

[Yahoo/Bloomberg] Bitcoin Declines Amid Risk-Off Mood With AI Concerns to The Fore

[Yahoo/Bloomberg] Gold Drops Below $4,900 in Thin Holiday Trading as Dollar Rises

[Yahoo/Bloomberg] Japan to Invest $36 Billion in US Projects Under Trump Deal

[Yahoo/Reuters] IMF urges Japan to keep raising rates, avoid reducing sales tax

[Reuters] Ukraine's Zelenskiy says Trump exerting undue pressure on him

[Bloomberg] Fed Officials Say AI Productivity Boost Could Raise Neutral Rate

[WSJ] Vance Says Iran Is Ignoring Core U.S. Demands in Talks

[FT] Behold, the story of the Fed balance sheet in a single chart

[FT] Air pollution directly linked to Alzheimer’s risk, scientists say

Tuesday Afternoon Links

[CNBC] S&P 500 rises to start shortened week, led by banks; software shares slide: Live updates

[CNBC] Amazon has lost $450 billion in value during this historic losing streak. Here’s what’s dragging it down

[Axios] Anthropic's newest AI model is cheaper and faster

[AP] Iran says it temporarily closed the Strait of Hormuz as it held more indirect talks with the US

[Axios] Zelensky says Ukrainian public won't let him hand Russia territory

[Politico] Russia poses ‘serious and concrete’ threat to Sweden’s security, Stockholm warns

[Bloomberg] Fed’s Barr Says Appropriate to Hold Rates for ‘Some Time’

[Bloomberg] US Homebuilder Sentiment Dips to Five-Month Low on Affordability

[Bloomberg] Cathie Wood’s ARKK Takes Fresh Hit After Falling 50% Since Covid

[WSJ] Fed’s Goolsbee Says Future Rate Cuts Depend on Inflation Progress