Daily News Links

8490 posts

Saturday, August 2, 2025

General

• Stagflation fears are back
  Axios
• Fed Governor’s Exit Could Accelerate Trump’s Selection of Next Chair to Succeed Powell
  Bloomberg
• Trump removes official overseeing jobs data after dismal employment report
  AP
• Data credibility fears fueled after Trump orders firing of labor official
  Reuters
• After a Lag, Consumers Begin to Feel the Pinch of Tariffs
  NYT
• India Will Buy Russian Oil Despite Trump’s Threats, Officials Say
  NYT
• Fed Officials Take Cool Jobs Report in Stride
  WSJ
• Transcript: New York Fed President John Williams Discusses the Economic Outlook
  WSJ
• Trump’s AI Strategy Against China Gets Its First Big Test
  WSJ
• Thanks for Your $1 Billion Job Offer, Mark Zuckerberg. I’m Gonna Pass.
  WSJ
• Trump’s Warm Embrace of India Turns Cold
  WSJ
• Dollar rebound fizzles after jobs data disappoints
  FT
• How carmakers are becoming the biggest losers in Trump’s trade war
  FT
• Trump says he will reposition nuclear submarines after ‘provocative’ Russian comments
  FT
• US-India relations fray over Donald Trump’s tariff invective and Russian oil
  FT

Friday, August 1, 2025

General

• Dow tumbles 600 points after weak jobs report, Trump tariff rollout: Live updates
  CNBC
• Stocks Buckle Under Trump Tariffs; Amazon Slumps: Markets Wrap
  Yahoo/Bloomberg
• U.S. job growth slows to 73,000 in July, less than expected
  CNBC
• Trump calls on Federal Reserve board to wrest full control of central bank from Fed Chair Powell
  AP
• Trump's Liberation Day reset
  Axios
• Trump rejigs tariff rates ahead of deadline, levies 40% duties on all transshipped goods
  CNBC
• Trump signs order imposing new tariffs on a number of trading partners that go into effect in 7 days
  AP
• Trump Unleashes Massive Tariffs on Swiss Watches, Pharma Firms
  Yahoo/Bloomberg
• Trump hits dozens of countries' goods with steep tariffs
  Reuters
• Tale of two countries: Home prices rise in one half of U.S., fall in the other
  Axios
• Big Tech may be breaking the bank for AI, but investors love it
  Reuters
• Tech giants ramp up spending as AI starts to deliver
  Axios
• CEO Tim Cook says Apple ready to open its wallet to catch up in AI
  Yahoo/Reuters
• China Says US Exploited Old Microsoft Flaw to Wage Cyberattacks
  Yahoo/Bloomberg
• China's manufacturing activity shrinks as exports drag, S&P PMI shows
  Yahoo/Reuters
• Highest US Tariffs Since WWII Set to Cut Growth, Boost Inflation
  Bloomberg
• Goldman Urges Caution as Global Credit Spreads Hit 2007 Lows
  Bloomberg
• ‘It’s 10% in 17 Minutes’: Option-Trading Show Taps Into Retail Fever
  Bloomberg
• Hedge Funds Dump US Stocks, Seeing Risks as Tariff Woes Linger
  Bloomberg
• India Says Russia Ties ‘Time-Tested’ as Trump Slams Relation
  Bloomberg
• Fed Dissenters Defend Call for July Rate Cut as Trump Intensifies Attacks
  NYT
• A.I. Researchers Are Negotiating $250 Million Pay Packages. Just Like N.B.A. Stars.
  NYT
• Big Tech’s $400 Billion AI Spending Spree Just Got Wall Street’s Blessing
  WSJ
• Congress Looks to Punish China While Trump Pursues Trade Deal
  WSJ
• Millions of Student-Loan Borrowers Prepare for Higher Payments
  WSJ
• Climate Skeptics Are Tapped by Trump Administration to Justify Regulatory Rollback
  WSJ
• China’s Manufacturing Activity Tumbles Into Contraction
  WSJ
• Donald Trump reignites global trade war with sweeping tariff regime
  FT
• Is California’s economy heading for a deep slump?
  FT
• Tett: Five things investors should ponder on crypto
  FT
• Tariffs on Taiwan stir fears over waning US support against China
  FT

Thursday, July 31, 2025

Evening

• S&P 500 futures slip as traders await big jobs report: Live updates
  CNBC
• Trump Says Canada Needs to Pay Up to Reach Truce on Trade
  Yahoo/Bloomberg
• Trump increases tariff on Canada to 35%, White House says
  Reuters
• Dozens of countries with no deals face higher tariffs as trade deadline nears
  AP
• Trump says global baseline tariff rates will stay at 10%
  Axios
• Trump gives major drugmakers 60 days to cut U.S. prices
  Axios
• China uses "dark fleet" to buy oil from Iran and evade U.S. sanctions in international waters
  CBS
• Here Is What to Know About Trump’s 50% Tariffs on Brazil
  WSJ
• Federal Reserve defies Donald Trump on interest rates
  FT
• Russia intensifies attacks on Ukraine despite Donald Trump’s ultimatum
  FT

General

• S&P 500 rises after Meta and Microsoft post quarterly beats: Live updates
  CNBC
• US Bond Traders Eye Inflation for Steer on September Rate Cut
  Yahoo/Bloomberg
• A key US inflation gauge rose last month as Trump’s tariffs lifted goods prices
  AP
• Fed's favorite inflation gauge edges higher in June as tariffs ramp up
  Axios
• US weekly jobless claims rise marginally
  Reuters
• Trump seeks to use Canada’s recognition of Palestinian state as leverage in trade talks
  AP
• Trump lashes out at Powell over rate decision with stream of insults
  Axios
• 'TOO ANGRY, TOO STUPID': Trump bashes Fed Chair Powell in latest tirade after central bank leaves interest rates unchanged
  Yahoo Finance
• Trump hits Brazil with tariffs, sanctions but key sectors excluded
  Reuters
• Meta’s big AI spending blitz will continue into 2026
  CNBC
• BOJ keeps rates steady, revises up inflation forecast
  Yahoo/Reuters
• China’s July manufacturing activity contracts more than expected — declines for fourth-straight month
  CNBC
• Trump Renews Powell Feud Over Rate Decision, Fed Renovation
  Bloomberg
• Lula’s Defiance Pays Off as Trump Blinks on Brazil Tariffs
  Bloomberg
• What Are Trump’s Options If His Tariffs Are Ruled Unlawful?
  Bloomberg
• China Summons Nvidia Over H20 Chip Security Days After US Talks
  Bloomberg
• Investors Cheer an A.I. Spending Bonanza
  NYT
• Trump’s Fight With the Fed Won’t End With Rate Cuts
  NYT
• Murky Pledges of Investment Cast Shadow on Trump’s Trade Deals
  NYT
• Countries Promise Trump to Buy U.S. Gas, and Leave the Details for Later
  NYT
• Powell’s Gamble: That the Economy Will Reveal Its True Self in the Next Two Months
  WSJ
• Canada-U.S. Trade Talks Might Fail to Produce Tariff Deal by Aug. 1, Carney Says
  WSJ
• The Condo Market Is Floundering: Four Charts That Explain the Downturn
  WSJ
• Eurozone Proves Robust as Joblessness Stays at Record Lows
  WSJ
• Bank of Japan Raises Price Forecasts, Fueling Rate-Hike Hopes
  WSJ
• Global Trade Raised Living Standards for Millions. New Barriers Are Reversing the Trend.
  WSJ
• Trouble Brewing: Why a Brazilian Tariff Might Cause Coffee Prices to Soar
  WSJ
• Demand for gold remains buoyant despite record high prices, says WGC
  FT
• US trading partners rush to sign deals before Donald Trump’s tariffs hit
  FT
• Europe’s summer of humiliation
  FT
• Bank of Japan raises inflation forecasts as food prices bite
  FT
• Donald Trump slams India and Russia as ‘dead economies’ after tariff stand-off
  FT

Wednesday, July 30, 2025

Evening

• S&P 500 futures rise after Meta and Microsoft post quarterly beats: Live updates
  CNBC
• Fed’s Powell sticks with patient approach to rate cuts, brushing off Trump’s demands
  AP
• Powell Says Fed Has Made No Decision About September Meeting
  Yahoo/Bloomberg
• Powell says Fed does not consider government interest rate costs in policy debate
  Yahoo/Reuters
• BlackRock's Rosenberg Sees Tricky Environment Ahead for Fed
  Yahoo/Bloomberg
• Trump says US will impose 15% tariff on South Korean imports
  Yahoo/Reuters
• Bessent says new Trump child savings accounts are ‘back door for privatizing Social Security’
  AP
• Powell Bucks Pressure, Dissents in Showing Resolve on Inflation
  Bloomberg
• Ford Is Latest Carmaker to Blame Tariffs for Profit Slump
  NYT
• Fed Holds Rates Steady, but Two Officials Back a Cut
  WSJ
• Trump Just Crashed the Copper Market
  WSJ
• Jay Powell strikes hawkish tone as Fed defies Donald Trump’s calls for rate cut
  FT
• US adds 40% tariff on Brazil and places sanctions on judge trying Bolsonaro
  FT

Afternoon

• S&P 500 maintains gain post Fed decision as traders await Powell comments: Live updates
  CNBC
• Divided Fed holds key interest rate steady, defying Trump’s demands for aggressive cuts
  CNBC
• US Treasury keeps notes, bonds auction sizes steady, increases debt buybacks
  Yahoo/Reuters
• Bessent Not Expecting a Fed Rate Cut Today, Urges ‘Imagination’
  Yahoo/Bloomberg
• Housing contract activity slumped again in June as buyers remain priced out
  Yahoo Finance
• Trump’s Trade Deals Come With Few Details to Flesh Out Big Numbers
  Yahoo/Bloomberg
• Trump Crypto Group Offers Proposals to Boost Digital Finance
  Yahoo/Bloomberg
• Risky Borrowers Are Piling Into a Market Hungry for Junk
  Bloomberg
• U.S. Economy Slowed in First Half of 2025 as Tariffs Scrambled Data
  NYT
• Trump hits India with 25% tariffs and unspecified ‘penalty’
  FT
• US Treasury to sell more short-term debt in continuation of Biden-era policy
  FT
• What’ll happen if we spend nearly $3tn on data centres no one needs?
  FT
• Germany faces €170bn budget gap despite massive borrowing
  FT

General

• S&P 500 little changed as traders digest strong GDP report, await Fed decision: Live updates
  CNBC
• Oil pauses rally as markets weigh Trump's ultimatum to Russia
  Reuters
• Trump announces 25% tariff on India starting Aug. 1, unspecified penalties for buying Russian energy
  AP
• Trump’s latest tariff deadline is approaching. Here are the trade deals the US has announced so far
  AP
• Bessent warns China on Russian oil purchases that could bring 100% tariffs
  Reuters
• US economy rebounds a surprisingly strong 3% in the second quarter
  AP
• US private payrolls increase in July
  Yahoo/Reuters
• US economic growth likely rebounded in Q2, but with weak underlying details
  Yahoo/Reuters
• Mortgage demand drops to lowest level since May, as interest rates stall
  CNBC
• Fed to hold rates steady despite Trump's push for big cuts
  Reuters
• There's a massive bipartisan housing bill moving forward in Congress
  Axios
• What to Watch at the Federal Reserve’s July Meeting
  NYT
• Trump’s ‘Napkin’ Trade Deals Are Worry for SE Asia, Analyst Says
  Bloomberg
• Microsoft, Meta Face Investor Scrutiny Over AI Spending Binge
  Bloomberg
• Wall Street’s Big Loans to Emerging Markets Spark Risk Worries
  Bloomberg
• China Prepares to Unseat US in Fight for $4.8 Trillion AI Market
  Bloomberg
• Angry Farmers Vow to Fight If Korea Leader Bows to Trump Demands
  Bloomberg
• ‘Dumb’ AI Bots Collude to Rig Markets, Wharton Research Finds
  Bloomberg
• Japan Records Highest Temperature Ever as Heat Wave Lingers
  Bloomberg
• Fed Governors Could Break Ranks as Trump Intensifies Powell Pressure
  WSJ
• How China Is Girding for an AI Battle With the U.S.
  WSJ
• In This Frothy Market, It’s Boom Times for Brokers Like Robinhood
  WSJ
• China Politburo Holds off on Further Stimulus
  WSJ
• What could a Trump appointee do at the Fed?
  FT
• Will Mark Zuckerberg’s secret, multibillion-dollar AI plan win over Wall Street?
  FT
• Donald Trump’s tariffs spread alarm among Brazilian farmers and ranchers
  FT
• ‘Pervasive sense of fear’: China steps up exit bans as US tensions flare
  FT

Evening

• Stock futures are little changed as investors analyze earnings, await Fed rate decision: Live updates
  CNBC
• Oil prices rally on US pressure on Russia, trade deal optimism
  Reuters
• Federal Reserve likely to air divisions as it keeps rates unchanged
  AP
• The Fed is unlikely to cut rates, but this week’s meeting is packed with intrigue
  CNBC
• US and China end trade talks with no breakthrough
  BBC
• Trump gets tariffs; Americans get price hikes
  Reuters
• Trump says India will likely face a 20% to 25% tariff
  Axios
• Record-breaking heat wave scorches Southeast US
  AP
• Trump EPA moves to repeal landmark ‘endangerment finding’ that allows climate regulation
  AP
• Trump Mounts New Attack Against Wind Projects on Federal Land
  Yahoo/Bloomberg
• Fed to Avoid Clear Signal on Rate-Cut Timing
  Bloomberg
• Trump’s Trade Deals Come With Few Details to Flesh Out Big Numbers
  Bloomberg
• Xi Ties His Legacy and China’s Economy to $167 Billion Dam
  Bloomberg
• Trump Administration Puts New Chokehold on Billions in Health-Research Funding
  WSJ
• US says extended trade war truce with Beijing hinges on Trump approval
  FT

Tuesday, July 29, 2025

Afternoon

• S&P 500 retreats from record as comeback rally pauses before Fed decision: Live updates
  CNBC
• Oil Advances on US Consumer Surprise, Trump’s Truce Pressure
  Yahoo/Bloomberg
• US consumer confidence rises modestly in July
  Yahoo/Reuters
• The U.S. median home price hit a record high—here’s what it would cost you per month
  CNBC
• Americans are growing hopeful about the economy as trade talks progress
  CNN
• Millionaires multiply across the US, but most find it’s not all mansions and champagne
  AP
• U.S. covered call funds attract record inflows as investors seek yield
  Yahoo/Reuters
• Lutnick Says More ‘Horse Trading’ Ahead With EU on Pact Details
  Bloomberg
• Dealmakers Hit Summer Highs With $100 Billion M&A Haul
  Bloomberg
• US companies use hot markets to slash borrowing costs on risky loans
  FT

General

• Stocks move higher after S&P 500 ekes out another closing record: Live updates
  CNBC
• Explainer: What's at stake for Japan's fragile bond market this week
  Reuters
• Federal Reserve likely to stand pat on rates this week, deepening the gulf between Powell and Trump
  AP
• Fed's policy toolkit may be headed for fundamental changes
  Reuters
• US, China resume talks in Stockholm to ease tariff hostilities
  Reuters
• What's in Trump's trade deal with Europe?
  Reuters
• Trump’s tariffs could squeeze US factories and boost costs by up to 4.5%, a new analysis finds
  AP
• Trump got his tariff hike. The rest remains murky.
  Politico
• Drug prices likely to rise with tariffs on EU
  Axios
• Cheyenne to host massive AI data center using more electricity than all Wyoming homes combined
  AP
• Ex-BOJ deputy chief Nakaso sees 'cracks' in dollar's supremacy
  Yahoo/Reuters
• UBS orders bankers to scale back sale of complex currency products, FT reports
  Yahoo/Reuters
• Taiwan Leader Calls Off US Stopover as Trump Seeks Xi Summit
  Yahoo/Bloomberg
• The Boom in AI Is Stressing the Largest US Power Grid
  Bloomberg
• US Needs More Negotiations With India for Trade Deal, Greer Says
  Bloomberg
• Lutnick Sees Likely 90-Day Extension of China Trade Truce
  Bloomberg
• US Credit Conditions Deteriorate Following Tariffs, Moody’s Says
  Bloomberg
• Japan Ruling Party to Discuss Prime Minister Ishiba’s Fate Soon
  Bloomberg
• China’s Social Spending Hits Highest Level in Nearly Two Decades
  Bloomberg
• PBOC Finds Consumer Mood Is Turning Darker Even as Economy Grows
  Bloomberg
• Taiwan Investors Turn to Europe as US Assets Lose their Allure
  Bloomberg
• Villain of 2008 Crisis Gets New Life in Europe’s Push for Growth
  Bloomberg
• Powell Under Siege as Fed Plans to Stand Pat on Rate Cuts
  NYT
• A Divided Fed Eyes Future Rate Cuts but Won’t Move This Week
  WSJ
• The Fed Chair Doesn’t Set Rates by Himself. Here Are the Other Voting Members.
  WSJ
• Trump’s New Trade Order Is Fragile
  WSJ
• Trump’s Tariffs: Where He Started, What He Threatened, Where He Ended Up
  WSJ
• Who Pays? AI Boom Sparks Fight Over Soaring Power Costs
  WSJ
• AI Is Wrecking an Already Fragile Job Market for College Graduates
  WSJ
• Donald Trump’s tariff blitz brings US levies to highest levels since 1930s
  FT
• China struggles to break its addiction to manufacturing
  FT

Evening

• Stock futures are little changed after S&P 500 ekes out another closing record: Live updates
  CNBC
• US, China hold new talks on tariff truce, easing path for Trump-Xi meeting
  Reuters
• Exclusive: US Democrats, Republicans plan bills to pressure China as Trump pushes trade
  Reuters
• Analysis-EU's $250 billion-per-year spending on US energy is unrealistic
  Yahoo/Reuters
• Trump's trade deals could push the average new car price well above $50,000
  Yahoo Finance
• Trump Raises Pressure on Putin With New 10-12 Day Truce Deadline
  Yahoo/Bloomberg
• US Trade Deals Come With Defense Strings Attached
  Bloomberg
• Almost Every Corner of Emerging Markets Is Surging as Dollar Sinks
  Bloomberg
• Tariffs on Medicines From Europe Stand to Cost Drugmakers Billions
  NYT
• The Interest Rate That Matters
  WSJ
• Germany and France hit out at EU-US deal
  FT
• China lays out its AI vision in foil to Donald Trump’s ‘America First’ plan
  FT

Monday, July 28, 2025

Afternoon

• S&P 500 is little changed after U.S.-EU trade deal as traders brace for big market week ahead: Live updates
  CNBC
• European Stocks Edge Lower as Autos Decline on Tariff Hangover
  Yahoo/Bloomberg
• Dollar Climbs on US-EU Deal as Eyes on China Talks: Markets Wrap
  Yahoo/Bloomberg
• US-China tariff talks may provide clues on a possible Trump-Xi meeting
  AP
• Five things that could get more expensive for Americans under Trump tariffs
  BBC
• Trade Between the U.S. and EU Is Massive. We Break It Down.
  WSJ
• Canada Housing Market Braces for Extended Pricing Slump
  WSJ
• Houthis vow to escalate attacks in Red Sea
  FT

General

• Stocks show small gain as U.S.- EU trade deal kicks off a hectic week for markets: Live updates
  CNBC
• Bond Traders Await Fed Meeting, Refunding and Jobs Report
  Yahoo/Bloomberg
• For Bond Dealers, It’s Now All About Bills at Bessent’s Treasury
  Yahoo/Bloomberg
• US and China to talk in Stockholm on trade with eye on Trump-Xi summit later this year
  AP
• Trump's tariffs start August 1, no extensions, Lutnick says
  Axios
• The EU’s $750 Billion Energy Deal With Trump Looks Hard to Reach
  Yahoo/Bloomberg
• EU's pledge for $250 billion of US energy imports is delusional
  Reuters
• US and China officials meet in Stockholm to discuss how to ease trade tensions
  AP
• Tariff revenue is spiking. But who exactly is paying?
  Axios
• Meet the ‘masters of the universe’ heading up the private credit explosion
  Yahoo/Fortune
• Trump Says He’ll Shorten 50-Day Deadline He Gave Putin for Truce
  Yahoo/Bloomberg
• BOJ may paint less gloomy view, signal rate-hike resumption
  Reuters
• Beijing keeps up rare earths pressure on Trump
  Yahoo/Telegraph
• Thailand and Cambodia agree to “unconditional” ceasefire to end deadly border row, Malaysian PM says
  AP
• Japan’s Ishiba to Face Crunch Meeting of LDP Lawmakers Monday
  Bloomberg
• Making Sense of the E.U. Trade Deal
  NYT
• U.S. and China Meet as Trade Truce Nears Expiration
  NYT
• Trump and Bessent Bring New Style to Managing America’s Debt
  WSJ
• Companies Welcome EU-U.S. Trade Deal as Least-Bad Outcome
  WSJ
• Five Signs of a Market Bubble Investors Are Tracking
  WSJ
• With Individual Home Buyers on the Sidelines, Investors Swoop into the Market
  WSJ
• What have the US and EU agreed on trade?
  FT
• The coming crypto crisis
  FT
• Donald Trump freezes export controls to secure trade deal with China
  FT
• Russia runs low on Soviet-era arms as North Korea fills gap
  FT

Sunday, July 27, 2025

Evening

• Stock futures rise as U.S.-EU trade deal kicks off a hectic week for markets: Live updates
  CNBC
• Bond Traders Await Fed Meeting, Refunding and July Jobs Report
  Bloomberg
• Data deluge brings a ‘moment of truth’ for markets this week
  Bloomberg
• US-EU trade deal wards off further escalation but will raise costs for companies, consumers
  AP
• EU, US differ on pharma tariffs, complicating Trump’s trade deal
  Bloomberg
• Analysis-Out-gunned Europe accepts least-worst US trade deal
  Yahoo/Reuters
• Trump deal with Europe underlines new standard of (at least) 15% tariffs
  Yahoo Finance
• AI's global race in the dark
  Axios
• Don’t Rule Out a Rate Hike
  WSJ
• White House presses Fed for ‘dramatically lower’ rates as meeting looms
  FT
• US and EU reach tariff agreement to avert trade war
  FT

General

• Pressure Mounts on Fed Chief Powell in Tee Up to GDP, Jobs Data
  Yahoo/Bloomberg
• Federal Reserve meeting, July jobs report, and Big Tech earnings: What to watch this week
  Yahoo Finance
• Threat of US-EU trade war looms as Trump and top European official plan talks in Scotland
  AP
• Trump and Von Der Leyen Set to Meet With Trade Deal in Balance
  Yahoo/Bloomberg
• An emboldened China eyes more concessions from US at Stockholm trade talks
  CNN
• Rising Fiscal Deficits Drive Billions Into Credit
  Yahoo/Bloomberg
• China's industrial profits fall further in June
  Reuters
• Thai and Cambodian leaders to meet in Malaysia for talks to end deadly border dispute
  AP
• Japan PM Ishiba Signals Intent to Stay On Despite Calls to Quit
  Bloomberg
• Japan Investors Brace for BOJ, Earnings After Trump-Fueled Rally
  Bloomberg
• Americans See Their 401(k)s Not Just as Nest Eggs but as Rainy Day Funds
  WSJ
• Investors Are Flocking to the Stock Market’s Discount Rack
  WSJ
• Beijing Pivots to Rein In Excess Capacity Amid Squeezed Industrial Profit
  WSJ
• China Strong-Armed Japan Over Rare Earths. It’s a Lesson for the U.S.
  WSJ
• EU and US locked in talks ahead of key Trump meeting with von der Leyen
  FT
• Brazil to double down on Brics in defiance of Donald Trump
  FT