Sunday's News Links

[Yahoo/Bloomberg] Fed Set to Lead G7 Trio in Hawkish Rate Pause: Eco Week Ahead

[Axios] New signs of rising risks

[MSN/WSJ] "The Earnings Booms is Heavily Reliant on Just a Handful of Stocks."

[Yahoo/Bloomberg] Apollo’s Slok Says AI Has Delivered Zero Payoff Outside of Tech

[Yahoo/Bloomberg] Goldman Cuts Kospi 12-Month Target by 25% as AI Trade Unravels

[AP] More than 400,000 protest across France, challenging Macron as Paris clashes erupt

[AP] Brazil votes in a tense Lula vs Bolsonaro runoff with US influence over Latin America at stake

[Bloomberg] ‘Total Meltdown’ in Riskiest Debt Unnerves Market: Credit Weekly

[Bloomberg] AI Spending Fears Threaten to Swamp Big Tech’s Strong Earnings

[Bloomberg] Emerging Debt Outruns Treasuries as Rich-World Fiscal Fears Grow

[Bloomberg] French Bond Rout Puts Crisis at Heart of ECB Succession Endgame

[Bloomberg] Lula Rallies His Supporters for One Last Comeback, or a Final Goodbye

[Bloomberg] Sinking Profits Turn China’s $3.5 Trillion Stock Rout Into Trap

[NYT] A New Level of Threat and Fear Risks Pushing the U.S. and Iran Back to Full War

[NYT] Iranians Face Anxious Wait as Threat of Attack Looms

[NYT] This Boom Looks a Lot Like the Housing Bubble

[WSJ] U.S. Evacuates Mideast Outposts After Suspected Iranian Plot to Target Americans

[WSJ] Power Outages Leave Kyiv Dreading Its Worst Winter of the War

[FT] Hundreds of thousands protest in France in second weekend of mass demonstrations

[FT] The Black Sea is now the world’s deadliest shipping route

Saturday's News Links

[AP] Inflation, earnings reports and the mood of consumers and the Federal Reserve fill out a busy week

[CNBC] Nvidia’s role as AI financier faces first big test as neoclouds take market hit

[CNBC] What next for France as riots rattle markets? Three questions facing investors ahead of more protests

[AP] Israel imposes closures across a West Bank city after attacks, and other Mideast news

[Axios] Consumer sentiment shows cost-of-living frustration

[Reuters] China urges US to halt proposed expansion of outbound investment curbs

[Axios] Speed restrictions on Musk's Starlink lifted in Ukraine, defense ministry says

[Yahoo/Reuters] France spared Moody's ratings downgrade as it struggles with unrest

[Reuters] Flavio Bolsonaro, Lula about even ahead of Brazil election runoff, CNT/MDA poll shows

[Bloomberg] Trump Prepares for Iran Escalation After US, Israeli Elections

[Bloomberg] SpaceX $40 Billion Off-Balance Sheet Debt Snarled by AI Turmoil

[Bloomberg] Data Centers Face Downgrade Risk Amid Local Pushback, S&P Says

[NYT] There May Be More Peril in the U.S. Markets Than Meets the Eye

[WSJ] U.S. Allies Race to Escape SpaceX’s Orbit

[WSJ] New Wave of Protests Gets Underway in France After Widespread Violence

[FT] France deploys 70,000 officers to police latest protests

[FT] France is looking ungovernable. And it’s going to get worse

[FT] Musk’s bet of the century