Daily News Links

8490 posts

Saturday, July 26, 2025

General

• Investors eye possible US-Europe trade deal as deadline looms
  Reuters
• Wall St Week Ahead: Tariffs, Fed, tech results headline jam-packed markets week
  Reuters
• Trump Tariffs Leave Costly China Supply Question Unanswered
  Yahoo/Bloomberg
• Huawei shows off AI computing system to rival Nvidia's top product
  Reuters
• Thailand and Cambodia trade accusations as deadly border clashes enter third day
  AP
• China Premier Warns of AI ‘Monopoly’ as US Effort Quickens
  Bloomberg
• Behind Trump’s War With Powell: A Battering Ram With 3 Million Followers
  NYT
• Trump’s Megabill Cut Taxes. Here’s Who Came Out Ahead.
  WSJ
• The Hottest Business Strategy This Summer Is Buying Crypto
  WSJ
• Trump Fast-Tracks Deregulatory Push at Consumer-Protection Bureau
  WSJ
• The bond market maths does not add up for governments
  FT
• China proposes global body to govern artificial intelligence
  FT

Friday, July 25, 2025

General

• Stocks are little changed after S&P 500, Nasdaq score another record close: Live updates
  CNBC
• Dollar heads for biggest weekly drop in a month as focus shifts to Fed, BOJ meets
  Yahoo/Reuters
• Trading a suit for boots and a hard hat: Behind the scenes at the Federal Reserve, mid-renovation
  AP
• Fed chair tells Trump he has his facts wrong on central bank’s renovation costs
  AP
• Dollar weakness remains even amid trade deals
  Axios
• Japan says profits from US investments in trade deal to be shared according to contributions
  Yahoo/Reuters
• PBOC Moves to Steady Bond Market as Downward Spiral Worries Grow
  Yahoo/Bloomberg
• China Budget Gap Hits Record in Spending Blitz to Offset Tariffs
  Yahoo/Bloomberg
• Thailand Warns of War With Cambodia as US, China Urge Calm
  Yahoo/Bloomberg
• Tens of thousands flee their homes as Thailand and Cambodia clash
  AP
• America’s Investors Need to Speak Up for the Fed
  Bloomberg
• BofA’s Hartnett Renews Warnings on Bubble Risks for Stocks
  Bloomberg
• Japan’s Soaring Stocks Trigger Memories of 2024 Market Crash
  Bloomberg
• The World Has Too Much Steel, but No One Wants to Stop Making It
  NYT
• The More Trump Pressures the Fed, the Less Likely He Gets Lower Rates
  WSJ
• Trump’s Tariffs Are Being Picked Up by Corporate America
  WSJ
• Trump Is Shifting to Dealmaking Mode on China
  WSJ
• Banks Are Getting Pickier About Whom They Want as Credit-Card Customers
  WSJ
• A Failed Microsoft Security Patch Is the Latest Win for Chinese Hackers
  WSJ
• Tett: Investors beware the dangers lurking in private credit
  FT

Thursday, July 24, 2025

Evening

• Trump clashes with Powell over Fed renovations during unusual visit, says he'd 'love' lower interest rates
  Yahoo Finance
• How Trump could use a building renovation to oust Fed Chair Powell
  AP
• Trump’s AI plan calls for massive data centers. Here’s how it may affect energy in the US
  AP
• More Than 40% of Americans See Decline in Real Pay, Indeed Says
  Bloomberg
• Rise of Right-Wing Populism Threatens Japan’s Haven Status
  Bloomberg
• Wall Street Volatility Gauge Hits New Low as Traders Capitulate
  Bloomberg
• ‘Unprecedented’ Ocean Heat Waves in 2023 Suggest Climate Tipping Point
  Bloomberg
• Why Does Renovating the Fed Cost $2.5 Billion? Asbestos, Height Limits, Lead
  WSJ
• Trump Turns Fed Construction Visit Into Political Theater
  WSJ
• Donald Trump and Jay Powell spar as US president visits Federal Reserve
  FT

Afternoon

• Nasdaq, S&P 500 hit fresh records after strong Alphabet earnings: Live updates
  CNBC
• US business activity rises; tariffs fuel inflation concerns
  Yahoo/Reuters
• US economy saw stronger but uneven growth, higher inflation in July: S&P surveys
  MSN/MW
• US new home sales below expectations in June; housing supply rises
  Yahoo/Reuters
• U.S. trade agreement with Japan includes $550 billion in unanswered questions
  Axios
• Markets' trade deal euphoria ignores tariff reality
  Reuters
• ECB policymakers set high bar for Sept rate cut, sources say
  Yahoo/Reuters
• US Business Growth Hits 2025 High As Services Strength Offsets Manufacturing
  Bloomberg
• Risk of Tighter Money Reignites Debate Over the Fed Funds Rate
  Bloomberg
• Private Credit Firms From KKR to Blackstone Ready for 401(k) Win
  Bloomberg
• What’s Behind the Deadly Thailand-Cambodia Border Clashes?
  Bloomberg
• The Renovations Fueling Trump’s Attacks on the Fed
  NYT

General

• S&P 500 futures are little changed after Alphabet, Tesla post earnings: Live updates
  CNBC
• US applications for jobless benefits fall for sixth straight week, remain at historically low level
  AP
• Trump to visit Federal Reserve headquarters as feud with its chair continues
  AP
• Conditions as loose as 2021 call into question more Fed cuts
  Reuters
• Microsoft Hack Hits Hundreds of Firms, Agencies as Damage Spreads
  Yahoo/Bloomberg
• What meme stock mania says about the market rally
  Axios
• Trump's "Russiagate" crusade enters fraught new territory
  Axios
• European Central Bank leaves interest rates unchanged as it assesses impact of Trump tariffs
  AP
• China's Xi warns EU to 'make correct strategic choices' at tense summit
  Reuters
• Europe and China holding scaled-back summit with expectations low for major agreements
  AP
• Japan's factory activity slips into contraction in July, PMI shows
  Yahoo/Reuters
• HK Arrests 18-Year-Old Over ‘Seditious Words’ in Bathroom
  Yahoo/Bloomberg
• The Fed Needs to Tread Carefully With This Strange Dollar
  Bloomberg
• Euro-Zone Private Sector Grows at Fastest Pace in Almost a Year
  Bloomberg
• Europe’s Junk Loan Market Shows Rare Sign of Investor Fatigue
  Bloomberg
• China’s 30-Year Bond Auction Draws Highest Yield Since March
  Bloomberg
• The Stock Market’s Most Unserious Season Is Back and Dorkier Than Before
  NYT
• Trade Deal Could Give Japanese Cars a Leg Up in U.S. Market
  NYT
• The Chatbot Culture Wars Are Here
  NYT
• Trump to Tour Federal Reserve, Ramping Up Pressure Campaign on Powell
  WSJ
• Trump’s New Trade Standard Takes Shape With 15% Tariff Deal
  WSJ
• Global Economies Show Resilience Despite Tariff Fears, Surveys Show
  WSJ
• The West’s Insatiable Demand for Missiles Is Boosting U.S. Weapons Makers
  WSJ
• Donald Trump to visit Federal Reserve after attacking $2.5bn renovation
  FT
• Nvidia AI chips worth $1bn smuggled to China after Trump export controls
  FT
• Thai fighter jets strike Cambodia as border clashes erupt
  FT

Wednesday, July 23, 2025

Evening

• Krispy Kreme, GoPro and Beyond Meat surge as the latest meme stock revival rolls on
  AP
• US, EU trade talks bolstered by Trump's agreement with Japan
  Reuters
• US automakers say Trump’s 15% tariff deal with Japan puts them at a disadvantage
  AP
• Trump’s Japan Trade Deal Raises Fears He Gave Away Too Much
  Yahoo/Bloomberg
• Bessent says Fed forecasts 'politically biased'
  Yahoo/Reuters
• Meme Revival Turns Focus to Stocks at Risk of a ‘Gamma Squeeze’
  Bloomberg
• Firing Powell Won’t Save Much on Debt Costs, Deutsche Bank Warns
  Bloomberg
• The Price of Winning the Trade War
  WSJ

Afternoon

• US and EU close in on 15% tariff deal, FT reports
  Yahoo/Reuters
• Trump again calls for Fed board to act, says Powell 'doesn't get it'
  Yahoo/Reuters
• US home sales fade in June as prices soar to record levels
  AP
• Home sales declined in June as prices hit new all-time high
  Yahoo Finance
• AI Boom Leads to Record US Grid Costs, Call for New Plants
  Yahoo/Bloomberg
• Lutnick Slams ‘Outrageous’ Chinese Exit Ban on Commerce Employee
  Bloomberg
• Speaker Johnson Says He’s Become ‘Disenchanted’ With Powell
  Bloomberg
• Home Prices Hit Record High in June, Dragging Down Sales
  WSJ
• Kohl’s and Opendoor Headline a New Class of Meme Stocks
  WSJ
• US and EU close in on 15% tariff deal
  FT
• Meme stock mania returns as Krispy Kreme and GoPro shares soar
  FT
• Trump administration to vet AI for ‘ideological bias’
  FT

General

• Dow pops after Trump announces Japan trade deal: Live updates
  CNBC
• GoPro, Krispy Kreme join the meme party as Wall Street speculation ramps up
  CNBC
• Buyers flee Japanese bonds as political, fiscal risks rise
  Reuters
• Asian markets gain, with Japan’s Nikkei up more than 3%, lifted by deal on Trump’s tariffs
  AP
• Mortgage demand flatlines at low levels, as mortgage rates hit 4-week high
  CNBC
• Trump announces trade deal with Japan that lowers threatened tariff to 15%
  AP
• Key facts on the US-Japan tariff deal
  Yahoo/Reuters
• Japan, US agree to keep current 50% tariff on steel, aluminium, NHK reports
  Yahoo/Reuters
• Trump administration not in a rush to replace Powell, Treasury chief Bessent says
  Yahoo/Reuters
• US Nuclear Weapons Agency Breached in Microsoft SharePoint Hack
  Yahoo/Bloomberg
• OpenAI's data center ambitions collide with reality
  Axios
• JPMorgan Warns of Stocks Complacency as Earnings Outlook Dims
  Yahoo/Bloomberg
• Defiant Ishiba Seeks to Prolong Premiership After US-Japan Deal
  Yahoo/Bloomberg
• BOJ paints gloomy view on economy, signalling go-slow on rate hikes
  Yahoo/Reuters
• Fed Legend Paul Volcker Would Shrug Over This Attack
  Bloomberg
• Japan 40-Year Bond Auction Sees Weakest Demand Ratio Since 2011
  Bloomberg
• Tally of Microsoft Victims Surges to 400 as Hackers Capitalize on SharePoint Flaw
  Bloomberg
• GoPro, Krispy Kreme Surge as Markets Abuzz About Meme Stocks
  Bloomberg
• EU Readies €100 Billion No-Deal Plan to Match US 30% Tariff
  Bloomberg
• China’s Long Bonds Join Global Drop as US Trade Tensions Ease
  Bloomberg
• As the Dollar Slides, the Euro Is Picking Up Speed
  NYT
• Behind Japan’s Trade Deal: 8 Rounds of Talks and ‘Hurrying Slowly’
  NYT
• Trump Goes to Bat for Big Tech in Global Trade Talks
  WSJ
• Trump’s Fixation With Greenland Has Ended Denmark’s Love Affair With the U.S.
  WSJ
• Germany and France push EU to prepare trade reprisals against US
  FT
• Demand for long-dated Japanese bonds hits 14-year low on PM resignation fears
  FT
• Emerging market borrowing premium over US falls to nearly lowest since 2007
  FT
• Companies increase lobbying to try to shape Washington’s AI policy
  FT

Tuesday, July 22, 2025

Evening

• S&P 500 futures are little changed after index notches back-to-back closing records: Live updates
  CNBC
• AI Boom Drives Power Costs to New Record on Biggest US Grid
  Yahoo/Bloomberg
• AI startups raised $104 billion in first half of year, but exits tell a different story
  CNBC
• Japan could be in a weaker position in trade talks after Ishiba’s upper house defeat, experts say
  CNBC
• Microsoft hack risk spreads as cybercriminals and nation-states pile in
  Axios
• Japan PM Ishiba to decide his future after assessing tariff talks progress, Yomiuri says
  Reuters
• Texas Instruments Plunges After Forecast Fuels Tariff Fears
  Bloomberg
• Yen Carry Traders See Opportunity in Ishiba’s Election Setback
  Bloomberg
• Japan Faces 40-Year Debt Sale as Fiscal Fears Linger After Vote
  Bloomberg
• Asian Local-Currency Bond Sales Reach Record on Risks to Dollar
  Bloomberg
• White House Keeps Pressure on Powell Over Rate Cuts and Renovations
  NYT
• The Lunacy of Lawfare Against the Fed
  WSJ
• AI Search Is Growing More Quickly Than Expected
  WSJ
• At the Fed’s Banking Conference, Sam Altman, Capital Rules and Avoiding the Powell Drama
  WSJ
• Microsoft accuses Chinese hackers of exploiting SharePoint software
  FT

Afternoon

• US stocks hang around their records as GM and others show how tariffs are impacting them
  AP
• Oil Extends Loss as Trade Negotiations Intensify Before Deadline
  Yahoo/Bloomberg
• Trump says Fed's Powell will be out soon
  Yahoo/Reuters
• Analysis-De-risking mood adds more demand for US corporate bonds
  Yahoo/Reuters
• Trump Weighing Effort to Remove Capital Gains Tax on Home Sales
  Bloomberg

General

• Stocks little changed after S&P 500 posts another record close: Live updates
  CNBC
• Oil falls as trade war concerns increase worries about fuel demand
  Reuters
• Bessent says he will meet Chinese officials, discuss tariff deadline extension
  Reuters
• US Treasury chief: No need for Fed's Powell to step down right now
  Yahoo/Reuters
• Bessent says he will meet Chinese officials, discuss tariff deadline extension
  Yahoo/Reuters
• AI's anything-goes moment
  Axios
• Japan’s Ishiba Tries to Buy Time as Calls Mount for New Leader
  Yahoo/Bloomberg
• Why a far-right party in Japan made big gains
  AP
• Analysis-How Japan's election outcome muddles the BOJ's policy path
  Yahoo/Reuters
• Stop playing nice with Trump on trade, France tells Brussels
  Politico
• Asia Hedge Fund New Silk Road Shuts After US Investor Pullback
  Yahoo/Bloomberg
• Trump Targeting Trade Loopholes Risks 70% of China Exports to US
  Bloomberg
• Banks Ready Fresh Push Against Tighter US Capital Rules
  Bloomberg
• Trump NATO Envoy Warns China Over ‘Subsidizing’ Russia’s War
  Bloomberg
• UK Borrows Billions More Than Expected as Debt Costs Surge
  Bloomberg
• Why Are Stocks Up? Nobody Knows
  WSJ
• The Global Economy Is Powering Through a Historic Increase in Tariffs
  WSJ
• How China Curbed Its Oil Addiction—and Blunted a U.S. Pressure Point
  WSJ
• See How Drones Are Dominating Every Corner of the War in Ukraine
  WSJ
• Why a $2.5bn refurbishment of the Federal Reserve could be Jay Powell’s undoing
  FT
• ‘Make Ishiba Go Away’: Japan’s LDP reels after historic defeat
  FT
• JPMorgan explores lending against clients’ cryptocurrency
  FT
• Trump — emperor of Brazil
  FT
• China moves to widen influence at UN and fill US power vacuum
  FT
• Asset managers launch active ETFs at record pace
  FT

Monday, July 21, 2025

Evening

• Stock futures are little changed after S&P 500 posts another record close: Live updates
  CNBC
• What to know about a vulnerability being exploited on Microsoft SharePoint servers
  AP
• Bessent says Fed needs exhaustive review of non-monetary policy operations
  Yahoo/Reuters
• Budget office says Trump’s tax law will add $3.4 trillion to deficits, leave 10 million uninsured
  AP
• Banishing a reporter: Trump escalates battle with Wall Street Journal over Epstein story
  AP
• Putin is stepping up ‘aggressive’ hybrid attacks on Germany, spy chief warns
  Politico
• Iranian foreign minister says Iran cannot give up on nuclear enrichment
  Reuters
• Bessent Says Review of Fed’s Building Renovations Is Needed
  Bloomberg
• Large US Grid Lacks Capacity for New Data Centers, Watchdog Says
  Bloomberg
• Fund Giants Put Faith in ‘Trump Put’ to Keep Stock Rally Rolling
  Bloomberg
• Japanese Bonds, Stocks Vulnerable as Unpopular Ishiba Holds On
  Bloomberg
• Fed Takes Fresh Steps to Defend Renovations as White House Intensifies Attacks
  NYT
• Scott Bessent calls for probe into ‘the entire Federal Reserve institution’
  FT

Afternoon

• Wall Street rises toward records as Verizon begins a big week for profit reports with a beat
  AP
• More Americans shift money from checking and savings to accounts with investment income, study says
  AP
• NY Fed survey finds easier access to auto loans, mortgage refinancing
  Yahoo/Reuters
• Why the Fed is running big losses
  Axios
• Wall Street likes the economy more than voters do
  Axios
• Beef prices are the new egg prices. They’re soaring
  CNN
• Orange Juice Importer Says Trump’s Brazil Tariffs Will Raise US Prices
  Yahoo/Bloomberg
• Trump Tax Law to Add $3.4 Trillion to US Deficits, CBO Says
  Bloomberg
• US Leveraged-Loan Market Erupts With $45 Billion of New Deals
  Bloomberg
• Scott Bessent calls for probe into ‘the entire Federal Reserve institution’
  FT

General

• Stocks move higher as traders await big tech earnings, eye trade developments: Live updates
  CNBC
• Gold Rises With US Interest-Rate Cuts and Tariff Agenda in Focus
  Yahoo/Bloomberg
• Yen firms as investors gird for political uncertainty
  Yahoo/Bloomberg
• US not rushing trade deals ahead of August deadline, will talk with China, Bessent says
  Yahoo/Reuters
• U.S. plays hardball on tariffs deadline as EU battles for a deal
  CNBC
• US Treasury's Bessent says Federal Reserve needs to be examined as an institution
  Yahoo/Reuters
• Brazil acknowledges possibility of no US trade deal by August 1
  Yahoo/Reuters
• Biggest US Power Sale to Offer Glimpse of AI’s Cost to Consumers
  Yahoo/Bloomberg
• U.S. homebuilders head into back half of 2025 with rising costs, tariff uncertainty
  Yahoo/Reuters
• How Climate Change Is Raising Your Grocery Bill
  Yahoo/Bloomberg
• Japan’s Ishiba Tries to Buy Time After Historic Election Setback
  Yahoo/Bloomberg
• China Rare-Earth Magnet Exports Jump 158% After Trade Truce
  Yahoo/Bloomberg
• Russia launches a major aerial attack on Kyiv hours before high-level talks on support for Ukraine
  AP
• Japan Right-Wing Party’s Gains Risk Unnerving Global Investors
  Bloomberg
• What’s Behind the New Violence and Israeli Strikes in Syria
  Bloomberg
• Heat Wave Scorching Italy and Greece Tests Grids, Sparks Alerts
  Bloomberg
• After Pledging to Keep Prices Low, Amazon Hiked Them on Hundreds of Essentials
  WSJ
• Extreme Weather Is Driving Global Food-Price Spikes, Report Says
  WSJ
• What Chip-Stock Investors Are Missing About Tariffs
  WSJ
• Blank-Check Company Strikes Cryptocurrency Deal
  WSJ
• The threat to central banks from ‘fiscal populism’
  FT
• US embassy in China warns exit bans risk straining bilateral relations
  FT
• China land sales in smaller cities hit lowest level in a decade
  FT
• Top central banker defends climate work after US pushback
  FT

Sunday, July 20, 2025

Evening

• Stock futures are little changed as traders await big tech earnings, eye trade developments: Live updates
  CNBC
• Brazil’s Top Court Defies Trump, Signals No Retreat on Bolsonaro
  Yahoo/Bloomberg
• Ishiba’s coalition loses majority in Japan’s upper house election
  AP
• Five Key Charts to Watch in Global Commodity Markets This Week
  Bloomberg
• China’s Moves Against 3 Foreigners Stoke Anxiety
  NYT
• Japan Election Throws a Wrench in Trade Talks
  WSJ

General

• Japan’s governing coalition likely to lose upper house election, exit polls show
  AP
• Japan PM laments 'harsh' election result as upper house control slips
  Reuters
• Wall St Week Ahead Industrial sector's gains to be tested as earnings ramp up
  Reuters
• ‘Priced for Perfection’: Tariffs Loom Over Richly Valued Stocks
  Yahoo/Bloomberg
• Less selection, higher prices: How tariffs are shaping the holiday shopping season
  AP
• U.S. still looking at 10% baseline tariff, not higher, Lutnick says
  Axios
• Powell once said he couldn’t imagine leaving the Fed early—other than dying. ‘You will not see me getting in the lifeboat’
  Yahoo/Fortune
• EU to Prepare Retaliation Plan as US Trade Stance Seen to Harden
  Bloomberg
• Junk Bond Investors Pile Into the Riskiest Debt: Credit Weekly
  Bloomberg
• Why the Federal Reserve’s Building Renovation Costs $2.5 Billion
  Bloomberg
• Wall Street Wants to Make Private Markets a Little More Public
  NYT
• Firing Powell Would Shatter the Economy’s Inflation Defenses
  WSJ
• How Bessent Made the Case to Trump Against Firing Fed Chair Powell
  WSJ
• Chinese Rare-Earth Magnet Exports Surge After U.S. Trade Truce
  WSJ
• Japan’s ruling coalition braces for losses after downbeat exit poll
  FT