Daily News Links

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Thursday, July 3, 2025

Afternoon

• Dow jumps more than 300 points, S&P 500 sets new record after strong June jobs report
  CNBC
• The House gives final approval to Trump’s big tax bill and sends it to him to sign
  AP
• House passes Trump's "big, beautiful bill" after stamping out GOP rebellion
  Axios
• What’s in Trump’s big bill that passed Congress and will soon become law
  AP
• Analysis: Trump tax bill averts one debt crisis but makes future financial woes worse
  Yahoo/Reuters
• 5 under-the-radar pieces of Trump's "big, beautiful bill" that may impact your life
  Axios
• Bessent Says Trump to Decide on Any Extension of July 9 Tariff Deadline
  Yahoo/Bloomberg
• Trump administration will focus on Fed chair replacement in fall, Bessent says
  Yahoo/Reuters
• Fed’s Bostic Urges Patience Amid Uncertainty, Resilient Economy
  Yahoo/Bloomberg
• Trump’s ‘one big beautiful’ bill passes ‘SALT’ deduction limit of $40,000. Here’s who benefits
  CNBC
• Bessent Rejects Worries Over Dollar’s Decline Diminishing Its Global Role
  Bloomberg
• China Shuns US Oil for Longest Stretch Since 2018
  Bloomberg
• Quant Hedge Funds Ride Whiplash Markets to First-Half Riches
  Bloomberg
• House Passes Trump’s Megabill in GOP Triumph
  WSJ
• US tariff receipts surge in Donald Trump’s trade war
  FT

General

• Stocks pop after a better-than-expected June jobs report: Live updates
  CNBC
• Japanese Bond Yields Move Higher Despite Smooth 30-Year Sale
  Yahoo/Bloomberg
• Long Bonds the World Over Face Intense Trader Scrutiny Once More
  Yahoo/Bloomberg
• Oil Declines With Trade Deal Progress, OPEC+ Decision in Focus
  Yahoo/Bloomberg
• Traders pare bets on Fed rate cuts after jobs report
  Yahoo/Reuters
• US employers added a surprising 147,000 jobs last month despite uncertainty over economic policy
  AP
• U.S. applications for jobless aid fell to 233,000 last week as layoffs remain low
  AP
• House GOP struggles to win over holdouts on Trump’s tax bill in late-night session
  AP
• GOP breaks record for longest House vote with "big, beautiful bill"
  Axios
• US Lifts Chip Design Software Curbs on China in Trade Deal
  Yahoo/Bloomberg
• Trump: Fed's Powell 'should resign immediately'
  Yahoo Finance
• The bond vigilantes are resting, for now
  Yahoo/Reuters
• Trump’s Vietnam Deal Shows China Tariffs Won’t Fall Much Further
  Yahoo/Bloomberg
• Trump Aims to Shut Trade Loopholes China Uses to Evade Tariffs
  Yahoo/Bloomberg
• Powell Silence on His Future Complicates Trump Fed Chair Search
  Bloomberg
• Authers: Independence Is the Worst Form of Central Banking
  Bloomberg
• China Vows Retaliation If It’s Hurt by US-Vietnam Trade Deal
  Bloomberg
• US-Led Trade War Threatens a Global Economic Setback
  Bloomberg
• Trump’s Vietnam Deal Stokes Asia Concern as Trade Deadline Looms
  Bloomberg
• Japan Dodges Bond Market Dangers With Successful 30-Year Sale
  Bloomberg
• Lee Says Unsure South Korea Can Land US Trade Deal by Deadline
  Bloomberg
• China Services Activity Weakens to 9-Month Low in New Hurdle
  Bloomberg
• Trump Wants the World to Squeeze Out China. He’s Starting With Vietnam.
  NYT
• Tax Cuts Now, Benefit Cuts Later: The Timeline in the Republican Megabill
  NYT
• Trump’s Megabill Set for Final House Vote as GOP Holdouts Relent
  WSJ
• BOJ Should Stand Ready to Hike Rates, Board Member Takata Says
  WSJ
• Das: The trades that will shape a new financial crisis
  FT
• China criticises Donald Trump’s trade deal with Vietnam
  FT
• Copper prices surge as traders rush to beat Trump tariffs
  FT
• ECB officials question whether euro has strengthened too much
  FT

Wednesday, July 2, 2025

Evening

• Oil Gains on US-Vietnam Deal Amid Light Pre-Holiday Trading
  Yahoo/Bloomberg
• GOP revolt delays House vote on Trump's "big, beautiful bill"
  Axios
• Republican doubts delay Trump's tax-cut bill in the House
  Reuters
• Trump's top housing regulator calls on Congress to investigate Powell
  Politico
• US Shale to Slow Drilling as Trump’s Tariffs Rattle Executives
  Yahoo/Bloomberg
• Japan’s Bond Market Faces First 30-Year Sale Since Issuance Cut
  Bloomberg
• Late House Drama Holds Up Trump Megabill
  WSJ
• Donald Trump presses Republican House dissidents to pass US tax bill
  FT

Afternoon

• S&P 500 hits new record as Trump announces Vietnam trade deal, gains limited by weak jobs data: Live updates
  CNBC
• Gold Holds Ground as Investors Await US Jobs Data, Tax Bill Vote
  Yahoo/Bloomberg
• House Republicans race to secure the votes for passage of Trump’s tax bill
  AP
• Trump announces Vietnam trade deal, 20% tariff on its imports to U.S.
  CNBC
• Emerging market debt sale surge defies global turmoil amid signs of de-dollarisation
  Reuters
• House Republicans Threaten to Sink Trump’s Megabill
  WSJ
• Still a Good-Not-Great Job Market at Small Firms
  WSJ
• Trump budget reduces support for US minerals despite trade concerns
  FT

General

• S&P 500 slips after unexpected decline in private payrolls data: Live updates
  CNBC
• Oil Extends Gain With US Stockpiles and OPEC+ Decision in Focus
  Yahoo/Bloomberg
• House Republicans race toward a final vote on Trump’s tax bill, daring critics to oppose
  AP
• US private payrolls unexpectedly decrease in June; layoffs remain low
  Yahoo/Reuters
• ‘Irrational Exuberance’ Stock Gauge Sparks Fresh Bubble Worries
  Yahoo/Bloomberg
• Morning Bid: Markets sit tight for trade progress
  Reuters
• Trump’s 35% Tariff Threat Feeds Japan’s Worst-Case Scenario Fear
  Yahoo/Bloomberg
• Beijing Braces for US Trade Deals That Seek to Shut Out China
  Yahoo/Bloomberg
• Traders’ Fear of Missing Out on Stock Gains Outweighs Tariff Concerns
  Yahoo/Bloomberg
• Homeowner’s insurance premiums vary widely from state to state, but they are all going up
  CNBC
• House Republican Hardliners Warn of a Delay to Tax Vote
  Bloomberg
• California Is Running Out of Safe Places to Build Homes Due to Fires, Rising Seas
  Bloomberg
• Manhattan Home Sales Surge 17% With Cash Buyers Leading the Way
  Bloomberg
• China Is Quickly Eroding America’s Lead in the Global AI Race
  WSJ
• Gold Holds Gains as Trump Tax Bill Stokes US Deficit Concerns
  Bloomberg
• Despite Pressure From Trump, Powell Remains Patient on Rate Cuts
  NYT
• How Immigration Could Muddy the Jobs Numbers
  NYT
• What’s in the Trump Tax Bill Passed by the Senate?
  WSJ
• Trump Said Trade Deals Would Come Easy. Japan Is Proving Him Wrong.
  WSJ
• Thought Markets Were Volatile Already? Watch Out.
  WSJ
• European junk bond sales hit record as investors cut US exposure
  FT
• Sabotage suspected as mystery blasts hit oil tankers
  FT
• UK bonds slump on doubts over Reeves’ future after tearful PMQs
  FT

Tuesday, July 1, 2025

Evening

• Dow jumps 400 points, S&P 500 closes flat to start new quarter as investors rotate out of tech
  CNBC
• Johnson faces new GOP revolt on Trump's "big, beautiful bill"
  Axios
• What’s in the Trump Tax Bill That Just Passed the Senate
  Yahoo/Bloomberg
• Trump Sticks With July 9 Tariff Deadline While Hitting Japan
  Yahoo/Bloomberg
• Fed's Powell says dollar swap lines remain important tool
  Yahoo/Reuters
• Exclusive: Iran made preparations to mine the Strait of Hormuz, US sources say
  Reuters
• Volatile Quarter-End Signals Funding-Market Dysfunction to Come
  Bloomberg
• Bezos Unloads $737 Million of Amazon Stock in Year’s First Sale
  Bloomberg
• Republican Bill Puts Nation on New, More Perilous Fiscal Path
  NYT
• Poorest Americans Dealt Biggest Blow Under Senate Republican Tax Package
  NYT
• The Social Security Crisis Is Coming
  WSJ
• The Inside Story of Thom Tillis’s Last Stand Against Trump
  WSJ
• Donald Trump threatens to raise tariffs again on Japan
  FT

Afternoon

• Dow rallies, S&P 500 is flat as investors rotate out of tech to start new quarter: Live updates
  CNBC
• Gold Rises With Trump’s Tax Bill Seen Widening US Deficits
  Yahoo/Bloomberg
• Senate passes Trump’s big tax breaks and spending cuts bill as Vance breaks a 50-50 tie
  AP
• Senate passes Trump's "big, beautiful bill" after 11th-hour panic
  Axios
• Trump's megabill: What are the next steps and hurdles after Senate passage
  Axios
• As Trump ramps up attacks on the Federal Reserve, Chair Powell refuses to change course
  AP
• US Auto Sales Lose Steam After Tariff-Induced Shopping Spree
  Yahoo/Bloomberg
• Iran leans on hacktivist proxies in wake of Israeli, U.S. strikes
  Axios
• Powell Cites Solid Economy in Keeping Wait-and-See Stance on Rates
  WSJ
• Bank of Japan’s Key Rate Is Below Neutral, Says Gov. Kazuo Ueda
  WSJ
• US Senate passes Donald Trump’s ‘big, beautiful’ tax and spending bill
  FT
• Citadel outshone by smaller hedge fund rivals in trade war turmoil
  FT

General

• Stocks slip to kick off second half of 2025, Tesla shares drop: Live updates
  CNBC
• Treasury Yields Drop to Lowest Level in Two Months Before Powell Speaks
  Yahoo/Bloomberg
• Senate grinds to a standstill as Republicans struggle with Trump’s big bill
  AP
• US manufacturing mired in weakness as tariffs bite
  Reuters
• US job openings unexpectedly rise in May, hiring falls
  Reuters
• Rare earth magnet users jolted into paying premium prices for ex-China supply
  Reuters
• Homes Are Taking Longer to Sell in US Markets That Once Flourished
  Yahoo/Bloomberg
• Japan’s Trade Strategy Tested as Trump Pushes for Quick Deals
  Yahoo/Bloomberg
• Trump says DOGE may "go back and eat Elon"
  Axios
• China's factory activity returns to growth in June, Caixin PMI shows
  Yahoo/Reuters
• Iran assesses the damage and lashes out after Israeli and US strikes damage its nuclear sites
  AP
• Bessent Says US Hopes to See China Magnets Flow at ‘Faster Rate’
  Bloomberg
• Trump Says He’ll Have to ‘Take a Look’ at Deporting Musk
  Bloomberg
• Taiwan Life Insurers Caught in Dilemma With Costly FX Hedges
  Bloomberg
• Europe’s Junk Bonds Cap Record Month With €22.5 Billion of Sales
  Bloomberg
• Republicans’ Effort to Pass Megabill Stretches Into a New Day
  WSJ
• Republicans Charge Ahead With Megabill’s Fate Uncertain
  WSJ
• The Worst Housing Market in America Is Now Florida’s Cape Coral
  WSJ
• A Hot New Firm Opened the Private Market to the Little Guy. Now It Is in Big Trouble.
  WSJ
• When the president wants a ‘low rates guy’
  FT
• Taiwan’s currency jumps as life insurers rush to hedge against weak US dollar
  FT
• EU toughens stance on Donald Trump’s tariffs as deadline looms
  FT
• Japan digs in on rice and cars as trade talks with US stall
  FT

Monday, June 30, 2025

Evening

• Stock futures tick lower after S&P 500 notches new record to cap winning second quarter: Live updates
  CNBC
• Oil Falls as Mideast Tensions Ease Ahead of OPEC+ Decision
  Yahoo/Bloomberg
• What’s in the latest version of Trump’s big bill moving through the Senate
  AP
• "PORKY PIG PARTY": Musk blasts Trump's bill and calls for new political party
  Axios
• Musk vows to punish lawmakers who back Trump's spending bill
  Reuters
• Immigration raids leave crops unharvested, California farms at risk
  Reuters
• Fed's Goolsbee sees no stagflation but 'definitely' things could get worse
  Yahoo/Reuters
• Zuckerberg Debuts Meta ‘Superintelligence’ Group, More Hires
  Yahoo/Bloomberg
• Meta deepens AI push with 'Superintelligence' lab, source says
  Yahoo/Reuters
• Here Are the Republican Senators Who May Revolt on Trump’s Bill
  NYT
• Trump Steps Up Pressure Campaign on Powell With Handwritten Note
  NYT
• The Great Budget Baseline Con
  WSJ
• Trump Floats a Mass Deportation ‘Temporary Pass’
  WSJ
• ‘Supply shocks’ threaten fight against inflation, warns ECB’s Lagarde
  FT

Afternoon

• S&P 500 rises to another record to wrap up second-quarter comeback: Live updates
  CNBC
• Trump attacks Fed again in open letter calling for lower rates
  Axios
• Deficit hawks hate the latest version of the "big, beautiful bill"
  Axios
• Senate Republicans try to get Trump's tax cuts over the line, amid party divisions
  Reuters
• Bessent says 'people' already at Fed could replace Powell as chair
  Yahoo Finance
• EU to Accept Trump’s Universal Tariff But Seeks Key Exemptions
  Bloomberg
• Bessent Says He Wouldn't Boost Long-Term Bond Sales at Today's Rates
  Bloomberg
• Threat of More Tariffs Hangs Over Countries Negotiating Trade Deal
  NYT
• Your July Fourth Burgers Cost More Than Ever as Beef Prices Hit Record
  WSJ
• Senate races to pass Donald Trump’s flagship tax bill as deadline looms
  FT

General

• Stocks rise after S&P 500 notches a fresh record high: Live updates
  Yahoo/Bloomberg
• Gold Edges Up as Traders Weigh Trump Tax Bill, US Trade Talks
  Yahoo/Bloomberg
• Oil falls on prospect of more OPEC+ supply, easing risks in Mideast
  Yahoo/Reuters
• Senate Republicans are in a sprint on Trump’s big bill after a weekend of setbacks
  AP
• Trump's 'big, beautiful' bill set to further tarnish Treasuries' lustre overseas
  Reuters
• Canada rescinds Digital Services Tax after Trump cuts off U.S. trade talks
  CNBC
• China Home Sales Slump Persists as Calls Grow for More Stimulus
  Yahoo/Bloomberg
• Boom-and-Bust Oil Puts Houston at Center of Real Estate Crisis
  Bloomberg
• Hong Kong’s Last Active Pro-Democracy Group Folds After 19 Years
  Bloomberg
• China’s Scorching Heat Poses Summer Test for Electricity Grid
  Bloomberg
• As Trade Deadline Nears, Europe Preps for a Scant Outline of a Deal
  WSJ
• Trump Wants America to Make iPhones. Here’s How India Is Doing It.
  WSJ
• US dollar suffers worst start to year since 1973
  FT
• China’s tighter export controls squeeze wider range of rare earths
  FT
• Hedge funds seek to expand into private credit
  FT
• ECB warns AI and geopolitics make inflation fight tougher
  FT

Sunday, June 29, 2025

Evening

• Stock futures rise after S&P 500 notches a fresh record high: Live updates
  CNBC
• It took 16 hours to read Trump’s 940-page, foot-high bill aloud. Now the long debate begins
  AP
• Tax Bill Would Add $3.3 Trillion to US Deficits, CBO Says
  Yahoo/Bloomberg
• Trump says he’s not planning to extend a pause on global tariffs beyond July 9
  AP
• Trump deals poised to fall short of sweeping global trade reform
  Yahoo/Bloomberg
• 'Central bank of central banks' warns of rising inflation risks
  Yahoo/Semafor
• Is the Shine Coming Off the US-Japan ‘Golden Age’?
  Bloomberg
• Republicans Fight It Out on Trump’s Tax Megabill
  WSJ
• GOP Declares Tax-Cut Extensions ‘Free’ to Obscure Megabill’s Cost
  WSJ
• Senate Megabill Stuns the Clean Energy Industry With New Tax on Wind and Solar
  WSJ
• Republicans struggle to pass Trump’s ‘big, beautiful bill’ as debate drags on
  FT
• Trump’s fiscal policy and attacks on Fed put US safe haven status at risk, economists say
  FT
• US energy groups spend record sums on power plants to feed data centres
  FT

General

• Senate Republicans advance Trump’s tax and spending cuts bill after dramatic late-night vote
  AP
• Trump Tax Bill Advances in Senate as GOP Scrounges for Votes
  Yahoo/Bloomberg
• U.S. will send tariffs letters in coming days, deals not needed, Trump says
  Axios
• Trump accuses Powell of keeping interest rates "artificially high"
  Axios
• Wall St Week Ahead Investors eye US jobs data as stocks hit record highs
  Reuters
• World economy faces 'pivotal moment', central bank body BIS says
  Yahoo/Reuters
• Powell and Lagarde Count Cost of Trump’s Turbulence
  Yahoo/Bloomberg
• A shadow Fed chief could lead to a ‘revolt’ on the FOMC against Powell’s successor, former vice chair warns
  Yahoo/Fortune
• Trump Runs Up Supreme Court Winning Streak, Amassing More Power
  Yahoo/Bloomberg
• Nvidia insiders sold over $1 billion in stock amid market surge, FT reports
  Yahoo/Bloomberg
• Russia launches the biggest aerial attack since the start of the war, Ukraine says
  AP
• Iran could resume uranium enrichment in ‘months,’ says IAEA chief
  Politico
• Tax Cuts, Student Loans, Medicaid: What’s in the Senate GOP’s Megabill
  WSJ
• A Pioneer in Private Credit Warns the Industry Is Ruining Its Golden Era
  WSJ
• They’re in the Top 10% of Earners. They Still Don’t Feel Rich.
  WSJ
• Wall Street Hangs On to Hopes for a Boom in Deals
  WSJ
• Europe Is Recruiting Academics Disenchanted With America
  WSJ
• The College Sports Gold Rush Is About to Run Into a Brick Wall
  WSJ
• China Steals Language and Home Life From Tibetan Kids as Young as 4
  WSJ
• The US Federal Reserve’s Trump problem
  FT
• Iran could restart enriching uranium in months, says nuclear watchdog chief
  FT

Saturday, June 28, 2025

General

• US Senate Republicans aim to push ahead on Trump's sweeping tax-cut, spending bill
  Reuters
• Senate aims to hold initial vote today on Trump's "big, beautiful bill"
  CBS
• South Korea calls for ‘mutually beneficial’ trade deal with US
  Yahoo/Bloomberg
• How China could shut down auto factories around the world
  CNBC
• Comparing How the House and Senate Bills Deliver on Trump’s Agenda
  NYT
• U.S. Economy Shrugs Off Trade War and Soldiers On
  WSJ
• Taiwan Looks to New Sea-Drone Tech to Repel China
  WSJ
• Traders bet on interest rate cuts from Jay Powell’s successor at the Fed
  FT

Friday, June 27, 2025

Evening

• Trump Ends Trade Talks With Canada, Threatens to Set Tariff
  Yahoo/Bloomberg
• Trump Speeds Up Tax Bill Deadline as Tentative SALT Deal Reached
  Yahoo/Bloomberg
• Trump says he wants interest rate cut to 1%, would 'love' if Powell resigned
  Yahoo/Reuters
• Bessent Plays Down Speculation of Any Early Trump Fed Chair Pick
  Yahoo/Bloomberg
• Trump Says He’ll Pick a Fed Chair Who Wants to Cut Rates
  Bloomberg
• Ford Forced to Idle Multiple US Plants on China Magnet Shortage
  Bloomberg
• Trump Encourages Powell to Resign in Latest Attack on the Fed Chair
  NYT
• Trump Signals U.S. Is Nearing Trade Deals but Says Some Countries Will Face Tariffs
  NYT
• Trump Says He Has Terminated Trade Talks With Canada
  WSJ
• Donald Trump says he will only pick Fed chair who cuts interest rates
  FT
• Meta seeks $29bn from private credit giants to fund AI data centres
  FT
• The Iran threat will haunt the Gulf for years
  FT
• What kind of world does Trump want?
  FT
• Synthetic risk transfer market prompts alarm from EU banking watchdog
  FT

General

• S&P 500 rises to new record, overcoming tariff and geopolitical fears
  CNBC
• Asian Markets in Full Swing as Investors Shake Off Trade Jitters
  Yahoo/Bloomberg
• Oil Steadies at End of Turbulent Week as Focus Shifts to Tariffs
  Yahoo/Reuters
• US consumer spending falls unexpectedly in May
  Yahoo/Reuters
• Key inflation gauge rose last month while Americans cut back on spending
  AP
• Bessent Says Trump’s Trade Push Could Wrap by US Labor Day
  Yahoo/Bloomberg
• It's judgment time for John Thune on the "big, beautiful bill"
  Axios
• House GOP fumes at changes to Trump bill: "Insulting and disgusting"
  Axios
• Big America hedge affects dollar's global standing
  Axios
• EU leaders try to out-bully Trump, floating world trade club without US
  Politico
• Fed's Kashkari says more clarity needed on tariffs' impact on inflation
  Yahoo/Reuters
• Unemployment among young college graduates outpaces overall US joblessness rate
  AP
• BofA’s Hartnett Sees Risk of Stock Bubble on Fed Pivot, Tax Cuts
  Yahoo/Bloomberg
• China’s industrial profits plunge 9.1%, steepest fall in seven months
  CNBC
• World Bank warns that 39 fragile states are falling further behind as conflicts grow, get deadlier
  AP
• Taiwanese Investors Flee US Bond ETFs as Currency Risks Mount
  Bloomberg
• Life Insurers Boost Private Debt Investments In Grab for Yield
  Bloomberg
• The A.I. Frenzy Is Escalating. Again.
  NYT
• Republicans Prepare to Open ‘Pandora’s Box’ of Budget Gimmicks
  NYT
• China Confirms Breakthrough on Rare-Earth Exports to U.S.
  WSJ
• Taiwan Dollar Strength Spells Trouble for Tech Exporters, Insurers
  WSJ
• Tett: Gold glitters as mistrust spreads
  FT