Monday's News Links

[CNBC] Stocks are little changed as traders eye bond yields and oil: Live updates

[CNBC] Treasury yields hold near multiyear highs as traders await data, Fed minutes this week

[Reuters] Euro hits 17-month low, dollar near pre-Liberation Day highs

[Yahoo/Reuters] Oil slips as Middle East crude exports rise, G7 to release stocks

[Reuters] What will Washington do next if US bond yields keep rising?

[Yahoo/Bloomberg] Global Oil Supply Buffer Running ‘Scarily Thin,’ Aramco CEO Says

[CNBC] Trump tells South Korea to sign on to Alaska LNG deal or ‘I’ll just charge them more’

[Yahoo/Reuters] Hedge funds deliver mixed September results on AI swings

[Yahoo/Bloomberg] US Lead in AI Over China Narrows After DeepSeek Gains, BI Says

[AP] Brazil heads to a runoff election after Bolsonaro and Lula fail to garner a majority of votes

[Reuters] Euro zone business growth hits over 3-1/2-year high despite inflation worries, PMI shows

[Reuters] UK services firms suffer surge in costs, raise prices, PMI shows

[Yahoo/Telegraph] Euro slumps over French economy fears

[Yahoo/Reuters] Takaichi pledges fiscal discipline as Japan's debt bill rises

[CNBC] China shuts hundreds of banks as Beijing moves to shore up its financial system

[Politico] Germany risks being drawn into ‘violent conflict’ with Russia, spy chief warns

[Bloomberg] Scott Bessent’s Rosy Forecasts Are Putting His Credibility at Risk

[Bloomberg] Euro Falls to 17-Month Low on Region’s Fiscal, Political Risks

[Bloomberg] FROGS Is the Name of Europe’s Latest Debt Crisis

[Bloomberg] French Bonds at Risk of More Japanese Selling on Outsized Stake

[Bloomberg] ECB Should Stop Bond Roll-Off Amid Turmoil, Bini Writes in FT

[Bloomberg] Nagel Sees Good Case for Central-Bank Diversification Into Gold

[Bloomberg] India Power Deficit Deepens as Weak Wind Adds to Hydro Slump

[WSJ] The Mighty American Consumer Is Crashing Through Inflation and Driving Growth

[WSJ] The Supreme Court Is Returning for a New Term. Here’s What to Know.

[WSJ] Hormuz Gridlock Risks Global Food Crisis, International Chamber of Commerce Chief Says

[FT] Global pension funds cut US equities over AI concentration risk

[FT] Smaghi: Bond turbulence means it’s time for the ECB to put QT on hold

[FT] Russia’s new drive to crush Ukraine

[FT] Russia’s ‘shadow war’ with Europe enters new phase, Germany warns

Sunday Evening Links

[CNBC] Stock futures are flat as investors grapple with higher yields, await Fed minutes: Live updates

[Yahoo/Reuters] Trump Aide Hassett Says Powell Should ‘Move On’ From Fed Board

[Axios] U.S. B-1 bombers evacuated from UK base after attack threats from Iran

[AP] US Air Force removes all bombers from British air base targeted by a suspected terror attack

[Reuters] Yemeni government launches offensive to seize all areas from Iran-backed Houthis

[AP] Brazil heads to a runoff election after Bolsonaro and Lula fail to garner a majority of votes

[Reuters] Japan service sector activity slows from 5-month high, PMI shows

[Yahoo/Reuters] Reflationist ex-BOJ policymaker calls end to low rates, big spending

[Reuters] Merz unveils fresh military aid in Kyiv, says Germany won't be intimidated

[NYT] Rebuked by Bond Market, Bessent Says ‘House’ Does Not Always Win

[NYT] Saudi-Backed Yemeni Government Declares War Against Houthis

[WSJ] Oil Was Pouring Out of Hormuz Again. Then Attacks on Ships Resurged.

[WSJ] Spending on AI Is Becoming Almost Impossible for Businesses to Budget

[FT] Dealmaking slowdown threatens early end to M&A boom