Tuesday's News Links

[CNBC] Stocks gain on lower oil and yields with S&P 500 poised for new record close: Live updates

[Yahoo/Bloomberg] US Yields Fall From 2002 High as Oil Dips, Bessent Vows On Debt

[Reuters] Oil slips as Mideast exports, G7 stockpile ease supply concerns

[CNBC] Rebounding oil exports through Strait of Hormuz are vulnerable to stepped-up Iranian tanker attacks

[Yahoo/Reuters] US trade deficit widens in August amid strong imports

[Reuters] Slowdown in money-fund cash flow hits short-term Treasuries

[Yahoo/Reuters] Wall Street profits soar to $45.9 billion in first half of 2026, report shows

[Yahoo/Bloomberg] Wall Street Eyes Record Bonuses as Profit Heads Past $90 Billion

[Yahoo Finance] Rising interest rates could trigger a harsh reality for America's ballooning debt pile, Goldman Sachs warns

[Axios] Trucking costs getting elevated on 2 fronts

[CNBC] Car buyers are stretching loans to afford payments — it’s a ‘potential warning light,’ analyst says

[Yahoo/Bloomberg] Rising Water Bills Have Added to the Squeeze on American Households

[AP] Saudi Arabia says 2 airports were hit in renewed fighting with Houthis and other Mideast news

[Yahoo/Bloomberg] Trump Says US Will Help Russia After Plague Death in Siberia

[Politico] France’s debt troubles stir memories of the euro crisis

[CNBC] Student riots engulf France as far-right presidential frontrunner Le Pen vows fiscal turnaround

[CNBC] Britain is on ‘thin ice,’ warns ex-Bank of England chief economist — and it must act to ‘appease financial markets’

[Yahoo/Telegraph] Burnham must ‘take knife to public spending’ to calm bond markets

[Bloomberg] Why Americans Are Unhappy With an Economy That Looks Strong

[Bloomberg] Banks Chase Risky Chip Loans in Asia’s $8.2 Trillion AI Buildout

[Bloomberg] Asia’s Buffers Too Thin to Keep Absorbing Oil Shock: World Bank

[Bloomberg] French Student Unrest Spreads Nationwide as Teachers Walk Out

[Bloomberg] Ray Dalio Warns China, Japan May Pull Back From US Treasuries

[Bloomberg] Bond Selloff to Pressure Australia’s Budget, Chalmers Says

[Bloomberg] Ukraine War Escalates as Black Sea Drone Strikes Hit Cargo Ships

[Bloomberg] India’s Richest State Rations Water After Worst Monsoon in Years

[NYT] Strikes, Barricades and Fiscal Turmoil: An Autumn of Discontent Grips France

[NYT] A.I. Officials Stonewall on Questions About Technology’s Risks

[NYT] What the Data Center Boom Looks Like From the Sky

[WSJ] Why Weaning Markets Off Fed Speak Is Harder Than It Sounds

[WSJ] Companies Raise More Than $1 Trillion in Equity Markets, But AI, Bond Yields Sour Mood

[WSJ] Oil Is Flowing From Hormuz Again—Just Not the Kind the World Needs Most

[WSJ] France’s Appetite for ‘Magic Money’ Has Turned Into a Debt Bomb

[WSJ] From Left and Right, American Populism Is Coming for Corporate America

[WSJ] The Surge in Rates Is Blowing Up Commercial Real-Estate Deals

[WSJ] Hackers Use Chinese AI Tool to Hit South Korean Banks, Exposing New Risk

[FT] Surge in borrowing costs hits corporate America

[FT] France: between the bond market and the barricades

[FT] Insurance claims to test Altman and Amodei liability for ‘rogue’ AI

[FT] Debt in the spotlight as Paramount closes $111bn deal for Warner Bros

Monday Evening Links

[CNBC] Stock futures are little changed after Nasdaq hits new record: Live updates

[Axios] U.S. B-1 bombers evacuated from UK base because of threat of Iranian drone attack

[AP] Saudi-backed Yemeni forces expel Houthi rebels from several areas around key strait, officials say

[Yahoo/Bloomberg] JPMorgan Dangles 11% Yield on Volta’s $5 Billion AI Loan Sale

[Bloomberg] GPU Financing Filters Into ABS With Stonebriar, Wingspire Deals

[Bloomberg] Yemen Says It’s Retaken Mocha as Battle for Bab El-Mandeb Looms

[FT] Wall Street banks launch record $60bn chip deal for Broadcom and Anthropic

Monday Afternoon Links

[CNBC] Nasdaq rises to fresh record high led by tech; traders eye oil and yields: Live updates

[CNBC] 10-year Treasury yield rises to fresh 2002 high to start the week

[Yahoo Finance] Global bond sell-off spreads as yields rise amid 'collection of shocks'

[Yahoo/Reuters] Brazil's currency, stocks soar after Bolsonaro scores first-round election upset

[Yahoo/Reuters] French bond contagion fears are rattling the euro

[Yahoo/Reuters] US services sector activity slows in September; price pressures mount

[Reuters] BIS chief warns soaring debt, market changes could complicate future crisis response

[Bloomberg] US Services Expansion Slows, Price Gauge at Four-Year High

[Bloomberg] Japan’s Massive Bond Rotation Is France’s Nightmare

[Bloomberg] New Hazard for Treasuries Hides in Bond Futures’ Fine Print

[Bloomberg] BofA Sees the End of ‘Easy Money’ Made From the AI-Spending Trade

[NYT] High Interest Rates Aren’t Slowing the A.I. Boom. That’s a Problem for the Fed.

[NYT] Burst of Attacks in Gulf Heightens Fears Over Fragile Energy Trade

[WSJ] Germany and France Are Proposing a New Weapon to Counter Flood of Chinese Goods

[FT] Donald Trump poised to ease red diesel limits in attempt to quell fuel inflation

[FT] French central bank head warns country at risk of being ‘strangled by interest rates’