Friday's News Links

[CNBC] Stocks rise as yields back off on weak payrolls data: Live updates

[Yahoo/Reuters] Global shares gain, bonds supported as oil drops, jobs data misses expectations

[CNBC] Oil prices fall on report of potential diesel, crude stock release; Brent back below $100

[CNBC] Trump says Europe will release diesel stocks as wars in Europe and Middle East constrain fuel supplies

[AP] US adds disappointing 29,000 jobs and unemployment ticks up to 4.2% in September

[Reuters] US job growth expected to slow in September; unemployment rate likely steady

[Axios] Why Washington and Tehran keep talking past each other

[Axios] Scoop: U.S. sent more Patriots to protect Saudi, Qatari energy sites

[AP] Trump says Iran will be hit ‘very hard’ if it is behind copilot who tried to crash flight to Israel

[Axios] Behind the Curtain: AI's existential legal crisis

[Yahoo/Reuters] Tokyo core inflation rate jumps in September, bolsters case for more BOJ hikes

[Yahoo/Reuters] Japan does not need excessively loose monetary policy, economy minister says

[Politico] How a failed attack in Leipzig revealed a wider Russian campaign of attacks

[Bloomberg] Global Credit Market Starts to Sputter as Jumbo Deals Drag

[Bloomberg] As Bond Yields Rise, the US Is Flirting With Disaster

[Bloomberg] French Bond Risk Hits Euro-Crisis Levels as Fiscal Concerns Grow

[Bloomberg] France’s Crisis Is Deepening as Investors Head for the Exit

[Bloomberg] French Bond Rout Recalls Euro Debt Crisis, Candriam CIO Says

[Bloomberg] Blue Owl Again Caps Two BDCs After 39%, 17% Withdrawal Requests

[Bloomberg] Fuel Subsidies May Top $1 Trillion As Iran War Drags, UN Says

[NYT] China Resumes Curbs on Fuel Exports, Tightening Global Energy Markets

[NYT] Russia Is Planning Its Most Powerful Blow Yet to Try to Freeze Ukraine

[WSJ] High Government Debt Is Adding Fuel to the Global Bond-Market Selloff

[WSJ] The Bond Rout Is Deepening Even as Oil Tankers Return to the Strait of Hormuz

[WSJ] Will America Spend 9% of Its GDP on AI? The Industry Is Counting on It

[FT] Investors seek refuge from bond rout in haven German debt

[FT] Amazon seeks to offload $8bn of Nvidia chips to investors

[FT] Eurozone inflation hits three-year high of 3.8%

[FT] Putin has told military leaders to abandon rules of war, Zelenskyy says

Thursday Evening Links

[CNBC] S&P 500 futures are little changed as September jobs report looms: Live updates

[Yahoo/Bloomberg] Oil Extends Gain as Middle East Conflict Threatens to Escalate

[Reuters] Fed's Logan calls for '50 bps or more' in rate hikes

[Yahoo/Bloomberg] Rising Yields Are Wreaking Havoc on Stocks Outside the AI Trade

[CNBC] Trump could target three Fed governors. Removing them may be harder than it looks

[Bloomberg] Swelling Bets Against Treasuries Are Fueling Repo Borrowing Cost

[Bloomberg] Can Trump Oust Powell From the Fed Board? What to Know

[Bloomberg] Fed’s Logan Says More Hikes Needed, But Bond Moves Could Help

[Bloomberg] No Lights, No Radio: Getting Oil Through Hormuz Is a Risky Job

[Bloomberg] S. Korea Inflation Stays Sticky, Backing BOK’s Tightening Bias

[WSJ] The Global Bond Rout Is Getting Messy

[WSJ] U.S. Sending Third Aircraft Carrier, Up to 10,000 More Troops, to Middle East

[WSJ] Another Fed Official Suggests Next Rate Increase Can Wait

[WSJ] Why Are Diesel Prices Soaring and What Would a U.S. Export Ban Do?

[FT] EU countries in crisis talks over release of diesel stocks

[FT] Europe braces for ‘severe hybrid attacks’ from Russia, says Friedrich Merz

Thursday Afternoon Links

[CNBC] S&P 500 declines to kick off October as yields surge, Micron falls post earnings: Live updates

[AP] More swings for bond yields rattle financial markets worldwide

[Yahoo/Reuters] Dollar hits 17-month high versus euro as bond selloff lifts yields

[Axios] The Fed's long-term interest rate problem

[PRNewswire] September 2026 ISM® Manufacturing PMI® Report

[Yahoo/Reuters] US manufacturing steady in September, input prices increase

[Yahoo/Reuters] US construction spending surges in August

[CBS] U.S. layoffs drop nearly 40% in 2026 to four-year low, new data shows

[AP] Average long-term US mortgage rate churns upward to its highest level in nearly 3 years at 7.28%

[Bloomberg] Bank Stocks Sink Further Into Correction as Citigroup Tumbles

[Bloomberg] US Manufacturing Expansion Continues Despite Mounting Costs

[Bloomberg] Millennium Saw Zero Return in Volatile September for Hedge Funds

[Bloomberg] Investors Shed Mortgage Bond ETFs At Fastest Rate Since 2020

[Bloomberg] Are We Losing Control of AI? What’s Driving New Fears

[Bloomberg] Pulte’s Budget Cuts to Hit Up to 80% of FHFA Watchdog Staff

[NYT] Trump’s Threat to Ban Diesel Exports Sets Off Global Alarms

[NYT] Mortgage Rates Keep Climbing, Leading Some Buyers to Riskier Loans