Daily News Links

8373 posts

Wednesday, August 27, 2025

Evening

• S&P 500 futures fall from record as Nvidia declines following earnings: Live updates
  CNBC
• Nvidia’s latest quarter shows signs of slowing AI chip sales amid concerns of tech bubble
  AP
• Wall Street edges higher and pushes S&P 500 to another record
  AP
• Lisa Cook's fate heads to court
  Axios
• Citigroup Says to Boost Bets Against Long Bonds on Risks to Fed
  Yahoo/Bloomberg
• Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown
  Bloomberg
• China Gets Closer to Finding Its Own Nvidia
  Bloomberg
• The Fate of the Fed May Turn on Two Words: ‘For Cause’
  NYT
• Nvidia Breaks Sales Record Despite Chinese Trade Hiccups
  WSJ
• A Futile Effort to Balance the Federal Budget
  WSJ
• Can a Person Ever Legally Have Mortgages for More Than One Primary Residence?
  WSJ
• The next stage of the Fed takeover
  FT
• Yellen: Trump’s attack on the Fed threatens US credibility
  FT
• France must get creative to confront its fiscal deficit
  FT
• China seeks to triple output of AI chips in race with the US
  FT
• Surging US electricity prices put Trump pledge in jeopardy
  FT
• Donald Trump says George Soros should be charged with racketeering
  FT

General

• Stocks are little changed ahead of Nvidia earnings: Live updates
  CNBC
• Long-term yields continue to rise as Trump amps up fight for Fed control
  CNBC
• Mortgage demand and interest rates remain stuck at low levels
  CNBC
• Trump Slaps India With 50% Tariffs, Upending Ties With Modi
  Yahoo/Bloomberg
• Trump foes like Fed Governor Lisa Cook find themselves targeted by top housing regulator
  AP
• EU to Propose Removing US Tariffs This Week to Meet Trump Demand
  Yahoo/Bloomberg
• Investors worry Trump's Intel deal kicks off era of US industrial policy
  Reuters
• Trump’s Intel stake sparks cries of ‘socialism’ from his party, but he vows more deals are coming
  AP
• Soaring Power Bills in Largest US Grid Pose Risk for Republicans
  Yahoo/Bloomberg
• Exclusive: Lower-income, Gen Z people are investing at record rates, data shows
  Axios
• China aims to triple AI chip output, reducing Nvidia's dependency, FT says
  Yahoo/Reuters
• Australia's inflation tops forecasts as electricity prices surge
  Yahoo/Reuters
• Trump’s attack on Fed triggers alarm in Europe over economic stability
  Politico
• From Wall Street to academia, who is in Trump's line of fire?
  Reuters
• Denmark summons US envoy after report of Americans carrying out influence operations in Greenland
  AP
• Parents of teenager who took his own life sue OpenAI
  BBC
• Dudley: I Wasn’t Very Worried About the Fed. Now I Am.
  Bloomberg
• Trump's 50% Tariffs on India Take Effect, Among the Highest in the World
  Bloomberg
• Senate Panel Prepares to Hold Hearing on Trump’s Fed Pick
  Bloomberg
• France’s Political Crisis Dashes Hopes of Business-Led Recovery
  Bloomberg
• A Niche Arbitrage Trade Is Gaining Traction Among Hedge Funds
  Bloomberg
• The A.I. Spending Frenzy Is Propping Up the Real Economy, Too
  NYT
• Get Ready for the End of Fed Independence
  WSJ
• Trump’s Fed Aggression Poses New Legal Test of Presidential Power
  WSJ
• Lisa Cook, the Fed Governor at the Center of a Firestorm
  WSJ
• India Braces for the Pain of Trump’s Stiff Tariffs
  WSJ
• Donald Trump’s Fed blitz risks raising US borrowing costs
  FT
• US tariffs on India hit 50% as Donald Trump-Narendra Modi ties sour
  FT

Tuesday, August 26, 2025

Evening

• S&P 500 closes higher as Nvidia gains, traders shake off Trump’s latest Fed salvo
  CNBC
• Long US Bonds Fall as Threat to Fed’s Cook Spurs Inflation Worry
  Yahoo/Bloomberg
• Trump says he’ll have a Fed ‘majority’ soon to push rates lower after firing Cook
  CNBC
• Embattled Fed Gov. Lisa Cook says she’ll sue Trump to keep her job
  AP
• Cook Preps Legal Challenge as Trump Seeks to Remove Her From Fed
  Yahoo/Bloomberg
• Trump vs. Fed hits critical point: If he can fire Cook, many others might follow
  Axios
• Factbox-Fed Governor Cook's mortgages: What's known and what's not
  Yahoo/Reuters
• 'Powerful optics': China's Xi to welcome Putin, Modi in grand show of solidarity
  Reuters
• Trump’s Fed Gamble Risks Pushing Key Bond Rates Even Higher
  Bloomberg
• Powell Won’t Save the Fed With Silence
  Bloomberg
• Trump Warns of ‘Economic War’ If Putin Doesn’t Pursue Peace
  Bloomberg
• Can Trump Take ABC, NBC Off the Air? What to Know About US Broadcast Licenses
  Bloomberg
• Trump Team Weighing Options to Extend Influence to Fed Banks
  Bloomberg
• Xi Unleashes China’s Biggest Purge of Military Leaders Since Mao
  Bloomberg
• Housing Official’s Push on Mortgage Fraud Gives Trump a Political Weapon
  NYT
• Trump Weighs Quickly Announcing Nominee to Replace Lisa Cook on Fed Board
  WSJ
• Donald Trump’s attack on Fed shifts market bets on interest rates and inflation
  FT
• Trump’s reckless attacks on the Fed
  FT

Afternoon

• S&P 500 is little changed as traders weigh Trump’s latest Fed salvo, brace for Nvidia earnings: Live updates
  CNBC
• August consumer confidence dips in US with jobs, tariffs and high prices driving most unease
  AP
• A US tariff exemption for small orders ends Friday. It’s a big deal to some shoppers and businesses
  AP
• Trump, chairman of corporate America
  Axios
• US truck makers look for cover as Trump's tariffs raise costs
  Reuters
• Fed Bank Presidents Face Risk of Removal on Trump’s Maneuvers, Brainard Says
  Bloomberg
• Calm in Markets Is All But Over, Goldman and Deutsche Bank Say
  Bloomberg
• Home Prices in the US Increase at the Slowest Rate Since 2023
  Bloomberg
• As Trump Ramps Up Pressure on Digital Rules, Can Europe Resist?
  NYT
• What Is Mortgage Occupancy Fraud, the Claim Wielded by the Trump Administration?
  WSJ

General

• Stocks slip as Trump escalates attack on Fed independence: Live updates
  CNBC
• Short-term Treasury yields fall, while long-term yields rise after Trump orders removal of Fed’s Cook
  CNBC
• French Market Stress Enters Second Day as Political Fears Mount
  Yahoo/Bloomberg
• Trump Moves to Fire Fed’s Cook, Setting Up Legal Fight
  Yahoo/Bloomberg
• Trump ignites Fed war
  Axios
• Fed governor Cook says she won't resign after Trump firing
  Axios
• Trump says he’s firing Fed Governor Lisa Cook, opening new front in fight for central bank control
  AP
• Trump tells Fed’s Lisa Cook she’s fired; she says ‘he has no authority to do so’
  CNBC
• Democrats erupt as Trump moves to fire Fed governor Lisa Cook
  Axios
• Trump Says US Has Much Bigger Leverage Over China on Magnets
  Yahoo/Bloomberg
• ‘They have to give us magnets’: Trump warns of 200% tariff on China if exports are curbed
  CNBC
• China Sends Senior Trade Negotiator to Meet US Officials
  Yahoo/Bloomberg
• Trump vows ‘substantial’ new tariffs, chip restrictions on countries with digital taxes
  CNBC
• South Korea bets big on reviving troubled US shipbuilding to woo Trump
  Reuters
• ‘Our country is in danger’: French PM takes confidence vote gamble over budget woes
  CNBC
• EU resists Trump: Tech regulation is our ‘sovereign’ right
  Politico
• UK Bond Yields Near 1998 High, Adding to Pressure on Government
  Bloomberg
• French Premier Risks Government Collapse as Opposition Grows
  Bloomberg
• U.S. and Japan at Odds Over Terms of $550 Billion Investment
  NYT
• ‘Uncharted Waters’: Trump’s Attempt to Take Charge of the Fed
  WSJ
• Trump Says He Is Removing Fed Governor Lisa Cook
  WSJ
• Illinois Governor Blasts Trump’s Plan for Troops in Chicago as ‘Un-American’
  WSJ
• Top Chinese Trade Negotiator Set to Head to U.S. as Talks Resume
  WSJ
• Trump Threatens New Tariffs on Countries That Tax Tech Companies
  WSJ
• The Ukrainian Attacks That Are Forcing Russia to Ration Its Fuel
  WSJ
• Donald Trump moves to fire Lisa Cook. What’s next?
  FT
• Donald Trump says he is firing Federal Reserve governor Lisa Cook ‘effective immediately’
  FT
• Nvidia earnings set to test Wall Street’s faith in AI boom
  FT
• French assets hit by prospect of government collapse
  FT

Monday, August 25, 2025

Evening

• Stock futures are little changed after major averages fall to start week: Live updates
  CNBC
• Trump says he is removing Fed Governor Cook
  Reuters
• Trump says he is removing Fed Governor Lisa Cook
  CNBC
• Fed's Williams says low neutral interest rate era is not over
  Yahoo/Reuters
• South Korea companies to invest $150 billion in US, Yonhap says
  Yahoo/Reuters
• Trump to Halt Development of Another Offshore Wind Farm
  Yahoo/Bloomberg
• Fed Bashing’s Populist Roots
  WSJ
• François Bayrou risks French premiership in confidence vote next month
  FT

Afternoon

• Nasdaq lifted by Nvidia and Intel, S&P 500 is little changed to start week: Live updates
  CNBC
• New US home sales fall as high borrowing costs stifle housing demand
  Reuters
• Government will take stakes in more companies, top Trump adviser says
  Axios
• Trump blasts South Korea as unstable before meeting President Lee
  Axios
• Trump questions whether U.S. can ‘do business’ in South Korea ahead of president’s visit
  CNBC
• Trump says government will make deals like Intel stake ‘all day long’
  CNBC
• Former Treasury Secretary says attacks on Fed Governor Lisa Cook should be 'chilling' for Americans
  Yahoo Finance
• French Debt Premium Hits Highest Since April on Confidence Vote
  Bloomberg
• Venezuela Sends 15,000 Troops to Border as US Warships Approach
  Bloomberg
• What Are the Options for Ukraine’s Security Guarantees?
  Bloomberg
• How Builders Are Enticing Buyers in a Weak Housing Market
  NYT
• Elon Musk’s xAI Sues Apple and OpenAI, Alleging They Are ‘Monopolists’
  WSJ
• French prime minister to hold confidence vote next month
  FT
• Trump’s Intel deal is a threat to US economic liberty
  FT

Sunday, August 24, 2025

Evening

• Stock futures are little changed after Dow’s record close, as traders await Nvidia earnings: Live updates
  CNBC
• Trump expands cities targeted for possible military deployment to Baltimore in a spat with governor
  AP
• Israeli airstrikes targeting Iran-backed Houthis rock Yemen’s capital
  AP
• Fed’s Jackson Hole Exposes Hard Road Ahead for Central Bankers
  Bloomberg
• Lagarde Says Central-Bank Independence Is Critically Important
  Bloomberg
• Wildfires in Oregon and California Expand Prompting Evacuations
  Bloomberg
• Trump Steps Up Feud With Maryland’s Wes Moore
  WSJ
• Brace for the Fed’s Maga makeover
  FT
• Private equity fundraising slides as sector’s downturn deepens
  FT

General

• Wall St Week Ahead Investors zero in on Nvidia results as US tech stocks waver
  Reuters
• Nvidia earnings set to test AI trade with stocks near record highs: What to watch this week
  Yahoo Finance
• US Inflation to Edge Up as Powell Shifts on Job Market
  Yahoo/Bloomberg
• Wall Street faces a reckoning in Washington as crypto influence grows
  Politico
• Pentagon working on plans for military deployment in Chicago, Washington Post reports
  Reuters
• BOJ's Ueda expects tightening job market to push up wages
  Reuters
• Taiwan, China battle it out in competing World War Two narratives
  Reuters
• Iran's Khamenei calls US issue 'unsolvable' amid nuclear standoff
  Reuters
• Fed Officials Try to Keep Focus on Economy as Trump Intensifies Attacks
  NYT
• Texas vs. California vs. Your State? What’s Next in the Redistricting Fight
  WSJ
• Trump Looks to Chicago Next in Federal Crackdown
  WSJ
• The Trump Family Cashes In on ‘the Infinite Money Glitch’
  WSJ
• Russia Covets This Ukraine Province Above All. These Maps and Charts Show Why.
  WSJ

Saturday, August 23, 2025

General

• Fed Chair Powell faces fresh challenges to Fed independence amid potential rate cuts
  AP
• GOP Lawmakers Push for Tariffs Tailored to Help Home-State Firms
  Yahoo/Bloomberg
• Trump turns $11.1B in US government funds into a 10% stake in downtrodden Intel
  AP
• Texas redistricting fight shakes up battle lines for both parties in key US Senate race
  AP
• Fed’s Goolsbee Lauds Powell’s Management of Fractious FOMC
  Bloomberg
• Why Austan Goolsbee Is Still Concerned About Inflation
  Bloomberg
• Powell’s Rate Cut Signal Reflects Economy’s Delicate Position
  WSJ
• Fed Officials Erase Old Policy That Tolerated Higher Inflation
  WSJ
• A Partisan Shot Fired in Texas Reverberates Around the Country
  WSJ

Friday, August 22, 2025

Afternoon

• Dow soars 800 points to record as Powell speech sparks broad market rally: Live updates
  CNBC
• Powell signals Fed may cut rates soon even as inflation risks remain
  AP
• Powell indicates conditions ‘may warrant’ interest rate cuts as Fed proceeds ‘carefully’
  CNBC
• Trump says he’ll fire Fed Governor Lisa Cook ‘if she doesn’t resign’
  CNBC
• Key Takeaways From Fed Chair Powell’s Jackson Hole Speech
  Bloomberg
• Trump Says He’ll Fire Fed’s Cook If She Doesn’t Resign
  Bloomberg

General

• Stocks rise ahead of Powell’s Jackson Hole speech: Live updates
  CNBC
• Bond Market Rate-Cut Bets Face Powell Reckoning at Jackson Hole
  Yahoo/Bloomberg
• Default Warnings Start to Pile Up in Private Credit Market
  Yahoo/Bloomberg
• Trump's pay-me capitalism puts the squeeze on corporate America
  Axios
• Trump’s crackdown in DC leaves residents on edge as federal agents set up checkpoints
  AP
• Russia’s chief diplomat says no Putin-Zelenskyy meeting is planned, despite Trump’s efforts
  AP
• FBI searches home and office of ex-Trump national security adviser John Bolton, AP source says
  AP
• Trump admin vetting 55M U.S. visa holders for potential violations
  Axios
• What to know about China’s new regulations on rare earths
  AP
• China tightens grip over rare earth supply quotas
  Yahoo/Reuters
• From $50 billion to bust, investors count cost of Evergrande's market tryst
  Yahoo/Reuters
• Putin is ‘laughing’ after Trump’s peace efforts, says EU’s top diplomat
  Politico
• German economy shrank 0.3% in second quarter as US tariffs slowed exports
  Reuters
• Bessent Is Deluded About Stablecoins Funding the Deficit
  Bloomberg
• Zelenskiy Says He Has No Contacts With Russia on Peace Talks
  Bloomberg
• Private Equity Keeps Inventing New Ways to Give Cash to Investors
  Bloomberg
• Japan’s Low-Coupon Super Long Bonds Face Risk of September Slump
  Bloomberg
• China’s New 30-Year Bond Draws Highest Yield Since December
  Bloomberg
• China Makes Veiled Jab at US Before Hosting Modi, Putin, Erdogan
  Bloomberg
• Powell Takes Center Stage, With Wall Street and Washington Watching
  NYT
• Trump’s Attacks on Fed Overshadow a Critical Moment for the Central Bank
  NYT
• Trump’s Attacks on Institutions Threaten a Bulwark of Economic Strength
  NYT
• Powell Plans U-Turn on an Economic Strategy That Soured
  WSJ
• How Trump’s Ukraine Peace Push Stalled Out in Four Days
  WSJ
• FBI Raids Home of Former Trump National Security Adviser John Bolton
  WSJ
• Japan’s Inflation Stays Well Above BOJ’s 2% Target
  WSJ
• Eurozone Wage Growth Gains Pace, Likely Adding to ECB Caution
  WSJ
• US justice department calls on Federal Reserve to sack governor Lisa Cook
  FT
• The US tourism slump that never happened
  FT
• Donald Trump’s attacks on renewables sector quash nearly $19bn worth of projects
  FT
• Fiscal dominance and the unexpected rise of emerging markets
  FT
• Chinese semiconductor shares surge after DeepSeek gives boost to homegrown chips
  FT

Thursday, August 21, 2025

Evening

• Stock futures are little changed ahead of Powell’s Jackson Hole speech: Live updates
  CNBC
• Investors see risks for market as Powell walks tightrope at Jackson Hole
  Reuters
• Trump weighs using $2 billion in CHIPS Act funding for critical minerals, sources say
  Yahoo/Reuters
• Trump blames renewable energy for rising electricity prices. Experts point elsewhere
  AP
• 1.5 million immigrants have left the U.S. so far this year
  Axios
• Stocks, Bonds Fall as Traders Trim Rate Cut Bets: Markets Wrap
  Bloomberg
• AI Slurs Are Just the Start of the Backlash
  Bloomberg
• Homebuyers in the US Canceled Contracts at Record Rate for July
  Bloomberg
• Office Tower by NYC’s Hudson Yards Sells at Over 50% Discount
  Bloomberg
• Japan’s Firms Shun Longer Tenor Bonds as Yields Jump, Risks Rise
  Bloomberg
• Xi Overcapacity Fight Leaves Economy Vulnerable Without Stimulus
  Bloomberg
• How Trump Will Decide Which Chips Act Companies Must Give Up Equity
  WSJ
• Putin’s Ukraine Summitry Was a Big Con
  WSJ
• Divisions Grow Inside Fed Ahead of Decision on September Rate Cut
  WSJ

Afternoon

• S&P 500 falls for a fifth day, Dow drops 200 points led by Walmart: Live updates
  CNBC
• Powell to give his last Jackson Hole speech under watchful gaze of Wall Street and the White House
  AP
• Stormclouds abound as economists gather in Jackson Hole
  Axios
• July home sales rise as prices approach inflection point
  CNBC
• Cleveland Fed President says 'would not see a case' for September rate cut given latest economic data
  Yahoo Finance
• What's next in the redistricting war after Texas' map cleared the state House
  Axios
• Trump lays out his redistricting endgame: A 100-seat Republican majority
  Axios
• More U.S. Companies Plan to Slow Hiring in Second Half of 2025
  Yahoo/WSJ
• US Farmers Facing Double Whammy of Trade War and Bumper Crops
  Bloomberg
• Is AI finally Zover?
  FT

General

• Stocks slip after a 4-day losing streak for S&P 500: Live updates
  CNBC
• Oil Holds Gain After Biggest Drop in US Stockpiles in Two Months
  Yahoo/Bloomberg
• US weekly jobless claims rise to highest since June
  Reuters
• Morning Bid: Jackson Hole to open under Trump's shadow
  Reuters
• Fed's expansive experiment in strategy to get a reboot at Jackson Hole
  Yahoo/Reuters
• Americans worry democracy in danger amid gerrymandering fights, Reuters/Ipsos poll finds
  Reuters
• Washington's chip stakes look like industrial policy on overdrive
  Reuters
• Hurricane Erin threatens North Carolina's Outer Banks with storm surge
  Reuters
• Russia hammers Ukraine with drones and missiles as peace efforts drag on
  AP
• Exclusive: China considering yuan-backed stablecoins to boost global currency usage, sources say
  Reuters
• Rapid loss of Antarctic ice may be climate tipping point, scientists say
  Reuters
• Trump Aims to Win Majority on Fed Board With Attempt to Oust Lisa Cook
  Bloomberg
• Russian Missiles Strike US Electronics Plant in Western Ukraine
  Bloomberg
• EU, US Lay Out Next Steps on Tariffs to Rebalance Trade Ties
  Bloomberg
• Fed’s Schmid Says Modestly Restrictive Policy Still Appropriate
  Bloomberg
• Japan 20-Year Government Bond Yield Rises to Highest Since 1999
  Bloomberg
• Euro-Zone Business Activity at 15-Month High Despite Tariffs
  Bloomberg
• German Wage Growth Quickened Sharply in Second Quarter
  Bloomberg
• ‘Crazy Vacancies’ Force Boston Landlords to Challenge Valuations
  Bloomberg
• What Will Powell Do Now?
  NYT
• Behind Powell’s Big Gamble in Final Jackson Hole Speech
  NYT
• What Matters More to the Stock Market? The Fed or Nvidia?
  NYT
• U.S. Will Preserve 27.5% Auto Tariffs on EU Until Bloc Moves to Reduce Levies
  WSJ
• More U.S. Companies Plan to Slow Hiring in Second Half of 2025
  WSJ
• Russian missiles target Ukrainian cities in largest attack for weeks
  FT
• Ukrainian attacks disrupt Russian petrol supplies and push up prices
  FT
• China turns against Nvidia’s AI chip after ‘insulting’ Howard Lutnick remarks
  FT
• It’s not a default if you never ask for cash — right?
  FT
• UK business activity rises to 12-month high in August
  FT
• Saudi Arabia’s 2029 Asian Winter Games at risk from snow mountain delay
  FT

Evening

• Stock futures are flat after a 4-day losing streak for S&P 500: Live updates
  CNBC
• Fed’s Cook says she will not be ‘bullied’ into resigning after Trump official accuses her of mortgage fraud
  CNBC
• Trump housing regulator accuses Fed governor Cook of mortgage fraud
  Axios
• Fed Found Over 22,000 Mortgages Like Those Pulte Is Flagging
  Yahoo/Bloomberg
• Texas House passes redistricting map favoring Republicans
  Axios
• Trump team makes mortgage fraud its newest revenge tool
  Axios
• Trump says U.S. will not approve solar or wind power projects
  CNBC
• Analysis-BOJ chief's dogged caution tempers board's hawkish instincts
  Yahoo/Reuters
• Fed’s Cook Says She Won’t Be Bullied Into Stepping Down
  Bloomberg
• Fed Minutes Show Majority of FOMC Saw Inflation as Greater Risk
  Bloomberg
• China Emissions Fall While Chemicals Emerge as New Hotspot
  Bloomberg
• Trump Considers Firing Fed Official After Accusation of Mortgage Fraud
  WSJ
• Fed Minutes Reveal Broad Support for Holding Rates Steady Last Month
  WSJ
• Russia Draws Hard Line Over Security Guarantees for Ukraine
  WSJ
• Weaponizing the Housing Regulator
  WSJ
• What Is Mortgage Occupancy Fraud, the Claim Wielded by the Trump Administration?
  WSJ
• Federal Reserve governor Lisa Cook says she will not be ‘bullied’ into resigning
  FT
• Chinese ‘dim sum’ bond issuance on track for record year
  FT