Monday's News Links

[CNBC] Stock futures fall amid uncertainty about Trump new tariffs: Live updates 

[Yahoo/Bloomberg] Gold Rises as Trump Tariff Defeat Throws Trade Deals Into Doubt

[CNBC] Bitcoin falls below $65,000 as Trump tariff moves raise uncertainty

[AP] New York City hunkers down under blizzard warnings and a travel ban as winter storm hits northeast

[Reuters] Powerful winter storm shuts schools, disrupts travel across US Northeast

[Yahoo/Bloomberg] China Monitoring Trump’s New Trade Moves After US Court Defeat

[Yahoo/Bloomberg] Xi Gains Leverage Before Trump Summit After Tariff Reversal

[AP] Mexico fears more violence after army kills leader of powerful Jalisco cartel

[Bloomberg] Private Equity’s Dry Spell Now Worse Than 2008 Crisis, Bain Says

[Bloomberg] China, India Among Winners After US Court Blocked Trump Tariffs

[Bloomberg] Alarmed Indian Officials Race to Tame World-Beating Options Boom

[WSJ] The Fundraising Tactic AI Startups Are Using to Juice Valuations

[FT] US banks enjoyed record profits of $300bn in 2025

[FT] What is behind Trump’s truce with China?

[FT] Private equity logjam builds as smaller firms fail to exit investments

[FT] Data centres seek credit ratings to unlock billions in funding for AI push

[FT] Fuel shortage threatens US nuclear resurgence, warns top supplier

[FT] Europe and America are locked in a struggle over ‘western civilisation’

[FT] Korean ‘ants’ pile into leveraged funds to profit from stock market boom

Sunday Evening Links

[CNBC] Stock futures fall as investors focus on Trump tariffs: Live updates 

[Reuters] Asia shares hesitant, dollar slips amid tariff confusion

[Yahoo/Bloomberg] Bond Market Momentum Shifts Bears’ Way as Sell Signals Flash

[Yahoo/Bloomberg] Trump Pegs New Tariffs to a Payments Crisis That Experts Doubt Exists

[Reuters] EU says it will accept no increase in US tariffs after Supreme Court ruling: 'a deal is a deal'

[Yahoo/Bloomberg] Blue Owl Anxiety Rattles the $1.8 Trillion Private Credit Market

[Reuters] Tehran is ready for nuclear concessions if US meets demands, Iranian official says

[Yahoo/Bloomberg] Iran-US Nuclear Talks Set to Resume in Geneva on Feb. 26

[Yahoo/Bloomberg] Lagarde Says US Tariff Moves Risk Upsetting Equilibrium With EU

[Yahoo/MarketWatch] Last week’s slump in asset-manager stocks was driven by private-credit fears. Here’s what’s worrying investors.

[CNBC] Trump demands Netflix fire Susan Rice as DOJ probes Warner deal

[AP] Mexican army kills leader of powerful Jalisco New Generation Cartel during operation to capture him

[Reuters] Ukraine attack seriously damages infrastructure in Russia's Belgorod, governor says

[WSJ] Justice Gorsuch Tries to Revive Congress

[WSJ] Mexico Kills Powerful Drug Kingpin, Sparking Violent Response

[FT] Satellite images reveal surge in US fighter jets in Middle East

[FT] Iran agreed secret shoulder-fired missile deal with Russia

Sunday's News Links

[Axios] Scoop: U.S.-Iran talks expected Friday if Iran sends nuclear proposal

[Reuters] Trump pushes US toward war with Iran as advisers urge focus on economy

[Reuters] Trump curious why Iran has not 'capitulated' amid US military buildup, says Witkoff

[Yahoo/Bloomberg] EU May Freeze US Trade Deal Approval on Trump Tariff ‘Chaos’

[Yahoo/Bloomberg] Xi Gains Leverage Before Trump Summit After Tariff Reversal

[Yahoo/Bloomberg] Japan’s Ruling Party Tax Chief Calls US Tariff Situation ‘Messy’

[Yahoo/Fortune] In the $3 trillion private credit market, the ‘shadow default’ rate is increasing as more money chases lower-quality deals

[Reuters] From 'buy America' to 'bye America', Wall Street exodus gathers pace

[Bloomberg] US Bilateral Trade Deals Stand Despite Tariff Ruling, Greer Says

[Bloomberg] Riskiest CLO Funds Are Flashing a Warning Sign: Credit Weekly

[Bloomberg] Winklevoss’ Gemini Risks a Hard Landing After the Crypto Rout

[NYT] They Did Deals With Trump to Get Lower Tariffs. Now They Are Stuck.

[NYT] Trump’s Trade Gamble Will Continue, Despite Supreme Court Rebuke

[WSJ] What to Know About Trump’s New Tariff

[WSJ] Trump’s New Trade Agenda Is on a Collision Course With Midterms

[WSJ] Tariff Ruling Sends CEOs Back to Company War Rooms

[WSJ] Under Trump Pressure, Iran Finds Its Friends Are of Little Help

[WSJ] A $44,000 Bill Shows the Dysfunction in California’s Home-Insurance Market

[FT] Earnings and AI fears drive ‘extreme’ churn in US stock market

[FT] What does Trump’s latest tariff threat mean for his previous trade pacts?

[FT] Trump’s new flat-rate tariff will boost China and Brazil