MARKET NEWS / CREDIT BUBBLE DAILY

Friday, October 24, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Friday, October 24, 2025
Doug Noland Posted on October 24, 2025

[CNBC] Stocks jump as light inflation report paves way for Fed rate cut: Live updates

[CNBC] Inflation rate hit 3.0% in September, lower than expected, long-awaited CPI report shows

[AP] Trump says he’s ending trade talks with Canada over TV ads

[Yahoo/Bloomberg] Fed’s Portfolio Unwind Gains Urgency as Markets Flash Warnings

[Yahoo/Reuters] Trump says all trade talks with Canada are terminated

[Yahoo/Bloomberg] China’s Pharma Leverage Is ‘Nuclear Option’ in US Trade Talks

[Yahoo/Bloomberg] Trump Administration Moves to Accelerate AI Power Hookups

[AP] Social Security recipients get a 2.8% cost-of-living boost in 2026, average of $56 per month

[Axios] Behind the Curtain: The ever-growing AI inequality gap

[Yahoo/Reuters] Global equity fund inflows surge as US-China trade tensions ease

[Yahoo/Bloomberg] Macron Tells EU to Weigh Using Strongest Trade Tool on China

[Yahoo/Reuters] Putin defiant after Trump sanctions Russian oil companies over Ukraine

[AP] Ukraine’s Zelenskyy seeks more European help against Russia on London trip

[Politico] Hungary’s Orbán vows to ‘circumvent’ US sanctions on Russian oil titans

[Bloomberg] Trump Seeks Elusive Trade Deal With Xi in High-Stakes Meeting

[Bloomberg] Korea, US Still ‘Sharply’ Split Over Cash in $350 Billion Pledge

[Bloomberg] Record $38 Billion Debt Sale Nears for Oracle-Tied Data Centers

[Bloomberg] AI Data Center Boom Threatens Trump’s Manufacturing Revival

[Bloomberg] Jane Street-Led Bank Rivals to Take 30% Trading Share, BCG Says

[Bloomberg] Euro-Zone Business Activity Unexpectedly Hits Highest Since 2024

[Bloomberg] German Business Activity Unexpectedly Surges the Most Since 2023

[Bloomberg] Japan’s Inflation Picks Up, Highlighting Challenges for PM

[NYT] Companies Have Shielded Buyers From Tariffs. But Not for Long.

[WSJ] Trump Says He Is Terminating Trade Negotiations With Canada

[WSJ] China’s New Strategy for Trump: Punch Hard, Concede Little

[WSJ] Why Trump Reached a Breaking Point With Putin

[WSJ] BOJ Policy Should Align With Government Policy, Japan’s Finance Minister Says

[WSJ] Has Argentina Really Changed? Soon, We Will Find Out

[FT] Tett: America’s risky bid to make Argentina great again

[FT] Blackstone-backed theme park giant under pressure after debt sell-off

[FT] Steakhouses chop portions and raise prices as cost of beef surges

[FT] Overseas renminbi lending surges as China steps up campaign to de-dollarise

[FT] Japan’s Sanae Takaichi steps up defence spending ahead of visit by Donald Trump

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