Daily News Links

8490 posts

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

Wednesday, August 20, 2025

Afternoon

• Nasdaq falls for a second day as tech struggles again: Live updates
  CNBC
• Palantir stock plummets 20% from highs in longest losing streak since April 2024
  CNBC
• Oil Advances on Bullish Storage Report, Russia-Ukraine Talks
  Yahoo/Bloomberg
• Divided Fed worried about tariffs, inflation and the labor market, minutes show
  CNBC
• Trump's war on the Fed is escalating
  Axios
• Trump calls on Federal Reserve official to resign after ally accuses her of mortgage fraud
  AP
• Trump says Fed governor Cook 'must resign' as pressure campaign on central bank continues
  Yahoo Finance
• The AI report triggering panic and fear on Wall Street
  Yahoo/Telegraph
• Sony hikes PlayStation 5 prices in US as tariff uncertainty weighs
  Yahoo/Reuters
• Plosser, Policy Hawk Who Led Philadelphia Fed Bank, Dies at 76
  Bloomberg
• Southern California Faces Record Heat and Braces for Wildfires
  Bloomberg
• American Businesses in ‘Survival Mode’ as Trump Tariffs Pile Up
  NYT
• Trump Considers Firing Fed Official After Accusation of Mortgage Fraud
  WSJ
• Donald Trump calls on Federal Reserve governor Lisa Cook to resign
  FT

General

• S&P 500 lower as investors await retail earnings, Fed minutes: Live updates
  CNBC
• Trump calls on Fed Governor Cook to resign
  Yahoo/Reuters
• Trump again attacks Fed chair, says Powell 'hurting' the housing industry
  Reuters
• Morning Bid: Tech angst on AI doubts
  Reuters
• Fed minutes could show whether Waller and Bowman had company in favoring rate cuts soon
  Yahoo/Reuters
• Fed's dilemma between AI and housing
  Reuters
• Companies can't hold the line on prices much longer
  Axios
• Workers to bear brunt of health cost increases in 2026
  Axios
• Kremlin plays down Zelensky talks as Trump warns Putin may not 'want to make deal'
  BBC
• What’s next for Ukraine-Russia peace talks? 5 questions to ask heading into a potential trilateral
  Politico
• Trump says he has instructed lawyers to look into "woke" in Smithsonian museums
  Axios
• UK Inflation at 18-Month High as Food, Transport Costs Soar
  Yahoo/Bloomberg
• BOJ governor Ueda to travel to Jackson Hole for Fed conference
  Yahoo/Reuters
• China to stage massive military parade marking WW2 surrender of Japan
  Reuters
• Trump Ally Calls on Bondi to Probe Fed’s Cook Over Mortgages
  Bloomberg
• Powell’s Global Peers to Cheer for Fed in Rebuke to Trump
  Bloomberg
• Investors Pile Back Into Hedge Funds With Decade-High Inflows
  Bloomberg
• China’s Bond Rout Seen Fading as Higher Yields Draw in Buyers
  Bloomberg
• Is the A.I. Sell-off the Start of Something Bigger?
  NYT
• Why Does Xi Keep Purging Loyalists? Look to Stalin and Mao for the Answer.
  NYT
• Europe Should Deepen Ties With Non-U.S. Trade Partners, Lagarde Says
  WSJ
• Putin Calls Zelensky the West’s Illegitimate Puppet. Can He Talk Peace With Him?
  WSJ
• U.S. Allies Still Waiting for Tariff Relief on Autos and Steel
  WSJ
• Japan’s Exports Fall for Third Consecutive Month
  WSJ
• US tech stocks hit by concerns over future of AI boom
  FT
• How the Fed should deal with US stagflation risks
  FT
• Bair: Retail investors should stay away from private funds
  FT
• Investors warn of ‘new era of fiscal dominance’ in global markets
  FT
• Scott Bessent bets on stablecoins to bolster demand for Treasuries
  FT
• UK inflation rises more than expected to 3.8% in July
  FT
• The Iranian connection: how China is importing oil from Russia
  FT

Evening

• S&P 500 futures are little changed as investors await retail earnings, Fed minutes: Live updates
  CNBC
• Bessent says US has had very good talks with China on tariffs
  Yahoo/Reuters
• Trump expands 50% steel and aluminum tariffs to include 407 additional product types
  CNBC
• Trump claims Powell 'hurting' the housing industry in latest attack on Fed chair
  Yahoo/Reuters
• Bessent’s Rate View Defies Fed Models, Deutsche Bank Says
  Bloomberg
• Demand for Rental Housing Drives Unexpected Jump in Building
  WSJ
• Jay Powell to deliver Jackson Hole address under fire on multiple fronts
  FT
• Putin is back in the driver’s seat on Ukraine
  FT

Tuesday, August 19, 2025

Afternoon

• Dow rises to fresh record, but Nasdaq falls led by Nvidia: Live updates
  CNBC
• Rubio to lead Ukraine security guarantees talks, with Trump promising air support
  Axios
• New home construction rebounds in July, but future plans stall
  Axios
• Trump Targets Corporate America to Achieve Economic and Foreign Policy Goals
  Yahoo/Bloomberg
• Lutnick says Intel has to give government equity in return for CHIPS Act funds
  CNBC
• Bessent Says India’s Richest Families Benefit From Russia Deals
  Bloomberg
• Brazil’s Financials Drop on Fears Over Magnitsky Sanctions Reach
  Bloomberg

General

• Stocks ticked down as the market awaits Fed’s Jackson Hole summit, retail earnings: Live updates
  CNBC
• Oil slips as Trump ramps up diplomatic push to end Ukraine war
  Yahoo/Bloomberg
• US single-family starts, permits rise in July
  Yahoo/Reuters
• Morning Bid: Caution on Ukraine, eyes on Jackson Hole
  Reuters
• US would help assure Ukraine's security in a peace deal, Trump tells Zelenskiy
  Reuters
• Russia bombards Ukrainian city hours after Washington summit
  Reuters
• Trump Administration in Talks to Take a 10% Stake in Intel
  Yahoo/Bloomberg
• Analysts downplay AI bubble worries as Altman says some investors will be left ‘very burnt’
  CNBC
• Analysis: Trump's interest rate demands put 'fiscal dominance' in market spotlight
  Yahoo/Reuters
• Japan 20-Year Bond Auction Highlights Lingering Fiscal Concerns
  Yahoo/Bloomberg
• Japan must raise rates, get fiscal house in order, says veteran lawmaker Kono
  Reuters
• US deploys warships near Venezuela to combat drug threats, sources say
  Reuters
• India’s Modi to meet China’s top diplomat as Asian powers rebuild ties
  AP
• Options Traders Brace for Big Tech Selloff With ‘Disaster’ Puts
  Bloomberg
• China Boosts Short-Term Cash Injection as Bond Selloff Extends
  Bloomberg
• Iran’s Military Elite Emerges From War Bruised and Emboldened
  Bloomberg
• Trump May Expand His Revision of U.S. Capitalism
  NYT
• Trump Plans to Get Putin and Zelensky Talking. That’s Not Even the Hard Part.
  WSJ
• How exciting will Jackson Hole be for markets?
  FT
• It’s a run to hedge the dollar, not a run on the dollar
  FT
• China and India seek to repair strained ties with high-level visits
  FT
• The inexorable rise of Latin America’s drug cartels
  FT

Evening

• Stock futures are flat as the market awaits Fed’s Jackson Hole summit, retail earnings: Live updates
  CNBC
• Trump says he has begun arrangements for face-to-face meeting between Putin and Ukraine’s Zelenskyy
  AP
• Takeaways from Trump’s meeting with Zelenskyy and Europeans: Praise, security talks, more meetings
  AP
• Trump Pushes Putin-Zelenskiy Meeting After Talks With Both
  Yahoo/Bloomberg
• Private Credit-Powered AI Boom at Risk of Overheating, UBS Says
  Bloomberg
• Japan Braces for 20-Year Bond Auction as Fiscal Outlook Dims
  Bloomberg
• The Nationalization of Intel?
  WSJ
• Brazil deadlocked with US over 50% tariffs, finance minister says
  FT

Monday, August 18, 2025

Afternoon

• Stocks are little changed to start the week as traders await Powell speech, retail earnings: Live updates
  CNBC
• Treasuries Extend Losses Ahead of Key Jackson Hole Powell Speech
  Bloomberg
• Zelensky arrives to meet Trump backed by seven European leaders
  Axios
• How global tensions are complicating tariff-fueled inflation risks
  Axios
• US homebuilder sentiment dips back to lowest level since late 2022
  Yahoo/Reuters
• Trump Administration in Talks to Take a 10% Stake in Intel
  Bloomberg

General

• Stocks tick lower following back-to-back winning weeks: Live updates
  CNBC
• Dollar braces for busy week of geopolitics and Fed speak
  Yahoo/Reuters
• Chinese Stock Index Rises to Decade High as Investors Dump Bonds
  Yahoo/Bloomberg
• Powell has used Jackson Hole to battle inflation and buoy jobs; he's now caught between both
  Reuters
• What US stagflation risks mean for world markets
  Yahoo/Reuters
• Zelenskyy brings Europe’s top leaders with him to meet Trump on ending Russia’s war
  AP
• Trump wants to take Fannie Mae and Freddie Mac public. The plan has some problems.
  Yahoo Finance
• Trump’s Peace Demands Leave Zelenskiy With Only Bad Options
  Bloomberg
• Trump puts onus on Zelenskyy to end conflict with Russia ahead of meeting
  CNBC
• US adviser Navarro says India's Russian crude buying must stop
  Reuters
• Powell Has Reason to Hedge Jackson Hole Signal as Data Zigzags
  Bloomberg
• Apollo’s Fox Hedge Is Taking Financial Wizardry to a New Level
  Bloomberg
• China’s Capital Outflow Accelerates After Liberalization Efforts
  Bloomberg
• PBOC Signals No Urgency for Rate Cuts Despite Poor Economic News
  Bloomberg
• Zelensky Heads Back to Washington Under Pressure From Putin
  WSJ
• Volodymyr Zelenskyy and allies to press Donald Trump on security guarantees
  FT
• Apollo’s insurer points finger at rivals over potential conflicts
  FT

Evening

• Stock futures tick higher following back-to-back winning weeks: Live updates
  CNBC
• Oil slips as Russia supply concerns ease after Trump-Putin meet
  Yahoo/Reuters
• Global markets face shaky week ahead as US pressure mounts on Ukraine
  Reuters
• These European leaders will accompany Zelensky to meet with Trump
  Axios
• Japan says US is not pressuring BOJ for rate hikes, markets not so sure
  Reuters
• Uneasy US Allies Set to Plead With Trump to Stand Behind Ukraine
  Bloomberg
• Trump’s Peace-Deal Demands Leave Zelenskiy With Only Bad Options
  Bloomberg
• Bond Market’s Rate-Cut Bets Enter Decisive Stretch With Powell
  Bloomberg
• Fed’s Bostic Gets Earful on Tariff Costs, Consumer Pain on Tour
  Bloomberg
• The Fed Chair Doesn’t Set Rates by Himself. Here Are the Other Voting Members.
  WSJ
• Fed chair Powell to fight his corner at Jackson Hole
  FT
• Zelenskyy in the lion’s den
  FT

Sunday, August 17, 2025

General

• Wall St. Week Ahead Wall Street trains sights on Jackson Hole Fed gathering
  Reuters
• Central Bankers Flock to Jackson Hole at Pivotal Moment
  Yahoo/Bloomberg
• Electricity prices are climbing more than twice as fast as inflation
  NPR
• America starts to feel the squeeze: What we know about tariffs and inflation
  Axios
• European Leaders to Join Zelenskiy for Meeting With Trump
  Yahoo/Bloomberg
• Ukraine won’t give up territory Russia hasn’t captured, Zelenskyy says
  Politico
• US may not be able to create scenario to end war in Ukraine, Rubio says
  Reuters
• Putin made maximalist claims to Ukrainian territory in Trump summit: Sources
  Axios
• Russia 'complicating' end to war, says Zelensky as Trump urges Ukraine to agree to Moscow peace deal
  BBC
• Trump warned by top Senate Democrats to rethink advanced AI chip sales to China
  CNBC
• U.S. delegation’s India visit reportedly called off as trade tensions simmer
  CNBC
• Stocks Keep Climbing Past Bad News
  NYT
• Environmental Groups Face ‘Generational’ Setbacks Under Trump
  NYT
• Americans Pull Back From an Epic Credit-Card Binge
  WSJ
• Big Tech Is Eating Itself in Talent War
  WSJ
• How Will the War in Ukraine End? Two Scenarios
  WSJ
• No concessions, no ceasefire: how Putin outplayed Trump in Anchorage
  FT
• European leaders rally round Volodymyr Zelenskyy ahead of Donald Trump meeting
  FT
• Wildfires across southern Europe trigger record calls on EU forces
  FT