Daily News Links

8490 posts

Saturday, July 19, 2025

General

• Wall St Week Ahead Industrial sector's gains to be tested as earnings ramp up
  Reuters
• Trump’s attacks on Powell threaten the Fed’s independence. Here’s why it matters
  AP
• Trump's fiscal dominance risk: High tariffs and interest rates long term
  Axios
• Fed's Goolsbee defends Powell as 'totally honorable guy' amid White House attacks
  Yahoo Finance
• Tensions rise as Lula blasts US over visa sanctions tied to Bolsonaro trial
  Reuters
• US Yanks Visa for Brazil Judge Citing Bolsonaro ‘Witch Hunt’
  Yahoo/Bloomberg
• China Defends Growth Model, Plans Consumption as Greater Driver
  Yahoo/Bloomberg
• Russia pounds Ukraine with over 300 drones, killing 1 in Odesa
  AP
• Scoop: Israel seeks U.S. help on deals to move Palestinians out of Gaza
  Axios
• The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears
  WSJ
• Will a return to risk-taking rouse animal spirits?
  FT

Friday, July 18, 2025

General

• S&P 500 little changed after benchmark hits record, Wall Street heads for winning week: Live updates
  CNBC
• Fed's rate-cut delay intact as inflation fears override Trump pressure
  Yahoo/Reuters
• Carmakers Face Uncertainty as Tariffs and Earnings Collide
  Yahoo/Bloomberg
• Crypto Market Value Tops $4 Trillion as Stablecoin Bill Passes
  Yahoo/Bloomberg
• Traders’ Guide to Navigating Japan’s Upper House Election
  Yahoo/Bloomberg
• For Sale: Trump is leveraging power of his office to reap profits for family businesses
  AP
• What Happens If Trump Fires Powell? Bad Things
  Bloomberg
• US Housing Starts Rebounded in June on Apartment Construction
  Bloomberg
• Fed’s Waller Says Private-Sector Job Woes Drive Call For Cut
  Bloomberg
• Challenges to Fed Independence Resonate Beyond US, Nagel Says
  Bloomberg
• China Injects Most Short-Term Cash This Week Since January
  Bloomberg
• Hedge Funds Hunt for Record Amount of London Office Space
  Bloomberg
• Bitcoin Has Found a New Purpose. What Could Go Wrong?
  Bloomberg
• The Global Risks That Come With the Loss of an Independent Fed
  WSJ
• Congress Approves Trump’s Plan Clawing Back Foreign Aid, Public Media Funding
  WSJ
• Japan Inflation Eases, But BOJ Still Faces Policy Challenges
  WSJ
• China Threatens to Block Panama Ports Deal Unless Its Shipping Giant Is Part of It
  WSJ
• Iran Is Moving to Rearm Its Militia Allies
  WSJ
• Israel’s Red Lines in Syria Are Drawing It Deeper Into Conflict
  WSJ
• Tett: Threats to the Fed go beyond firing Powell
  FT
• Brazil’s Lula hits back at Trump tariff threat as ‘unacceptable blackmail’
  FT
• Pentagon’s China-style rare earths deal triggers industry backlash
  FT
• University of California fund ditches hedge funds with scathing rebuke
  FT
• Japan’s Ishiba on the brink in pivotal poll as inflation stokes backlash
  FT
• Xi Jinping warns Chinese officials against over-investment in AI and EVs
  FT

Thursday, July 17, 2025

Evening

• Stock futures are little changed after earnings, economic data lift S&P 500 to records: Live updates
  CNBC
• Dollar Gains as Traders Turn Focus to Signs of Economic Strength
  Yahoo/Bloomberg
• Federal Reserve says building renovation complies with law, defends costs
  AP
• Beef prices have soared in the US — and not just during grilling season
  AP
• Fed's Waller again makes case for July interest rate cut
  Yahoo/Reuters
• US Set to Impose 93.5% Tariff on Battery Material From China
  Yahoo/Bloomberg
• US House sends "Genius Act" stablecoin bill to Trump to sign
  Yahoo/Reuters
• Powell Letter Addresses White House Criticism of Fed Renovations
  Bloomberg
• Jane Street’s Trading Secrets Spill Into Open and Face Rivals’ Scrutiny
  Bloomberg

Afternoon

• Stocks rise after latest raft of economic data and earnings: Live updates
  CNBC
• Oil Rises as Supply Disruption Concerns Offset Strong Dollar
  Yahoo/Bloomberg
• Ex-Fed Governor Warsh says new accord between Treasury, central bank needed
  Yahoo/Reuters
• Private equity billionaire David Rubenstein on Jerome Powell: He's done a very good job
  Yahoo Finance
• US Consumers Get Early Taste of Tariff Price Hikes as Inflation Set to Rise
  Bloomberg
• Kevin Warsh Says Fed Independence Is ‘Essential,’ But Limited
  Bloomberg
• Canada Finance Chief Downplays Odds of Reaching Tariff-Free Deal with US
  Bloomberg
• Summers Warns of ‘Massive Inflation Psychology’ From Trump Rates
  Bloomberg
• Senior White House official dials up criticism of Fed’s $2.5bn renovation
  FT
• Japan’s troubling fiscal laxity
  FT

General

• Stocks are little changed as traders digest earnings, Trump-Powell feud: Live updates
  CNBC
• Retail sales up a surprising 0.6% in June after a May pullback by consumers
  AP
• US weekly jobless claims fall; job growth appears steady in July
  Yahoo/Reuters
• Trump Escalates Campaign Against Fed Chair Powell
  Yahoo/Bloomberg
• Trump Eyes Tariff Rate of 10% or 15% for More Than 150 Countries
  Yahoo/Bloomberg
• Republican senators caution Trump against firing Fed chair Jerome Powell
  AP
• How markets might react to a Powell firing
  Axios
• Trump ‘Crypto Week’ Advances as House Conservatives End Blockade
  Yahoo/Bloomberg
• Fed's Williams says tariff economic impact is only just starting
  Yahoo/Reuters
• Fed's Williams won't comment on Trump attacks on central bank
  Yahoo/Reuters
• Trump’s U-Turn on Nvidia Spurs Talk of Grand Bargain With China
  Yahoo/Bloomberg
• Trump's soft-power retreat scrambles U.S.-China race
  Axios
• US tariffs would eat up German growth this year and next, Bundesbank chief says
  Yahoo/Reuters
• Japan's exports drop as US tariffs hit automobiles, pressure set to intensify
  Yahoo/Reuters
• Russia must be ready to strike West if it escalates Ukraine war, Medvedev says
  Reuters
• US Retail Sales Surge in Broad Advance, Topping Estimates
  Bloomberg
• What Happens If Trump Fires Fed Chair Jerome Powell?
  Bloomberg
• Tariff Risk Nudged More Firms Closer to Default, Moody’s Says
  Bloomberg
• The White House’s Assault on the Fed Is Self-Defeating
  Bloomberg
• The Bond Market Won’t Let America Be Irresponsible Forever
  Bloomberg
• Record US Firms Cut China Investment Plans as Tariffs Spiraled
  Bloomberg
• Japan Banks Flag Debt Downgrade Risk as Yields Jump Before Vote
  Bloomberg
• Trump Wants Lower Rates. Firing Powell Could Push Them Higher.
  NYT
• Firing Powell Would Be a Blunder
  WSJ
• Why Political Pressure on Central Banks Is So Toxic for Investors
  WSJ
• Fed’s John Williams Says Rate Stance Remains ‘Entirely Appropriate’
  WSJ
• The Fed Building Renovation at the Heart of Trump’s Efforts to Oust Powell
  WSJ
• China’s Solid Economic First Half Will Be a Tough Act to Follow
  WSJ
• China Threatens to Block Panama Ports Deal Unless Its Shipping Giant Is Part of It
  WSJ
• Donald Trump’s escalating attacks on Federal Reserve unnerve investors
  FT
• US Senate backs $9bn in cuts to public broadcasting and foreign aid
  FT
• EU prepares list of potential tariffs on US services
  FT

Wednesday, July 16, 2025

Evening

• Wall Street CEOs Stress Fed Independence Amid Powell Attacks
  Yahoo/Bloomberg
• Fed's Bostic: Recent data show price pressures may be building -Fox Business
  Yahoo/Reuters
• Markets Rattled by ‘Credible Threat’ Trump Tries to Fire Powell
  Bloomberg
• Fed Beige Book Shows Slight Increase in US Economic Activity
  Bloomberg
• Fed’s Bostic Says He’d Wait on Rates Amid Warnings on Inflation
  Bloomberg
• US Probe Forcing Brazil to Negotiate at Gunpoint, Lula Aide Says
  Bloomberg
• Goldman’s Big Hedge Fund Bet Was Perfectly Timed
  Bloomberg
• In Dress Rehearsal for Trump’s Firing a Fed Chairman, U.S. Markets Sank—Then Steadied
  WSJ
• Bank CEOs Are Coming Out Fighting for Fed Independence
  WSJ
• Don’t Fire Jerome Powell, Mr. President
  WSJ
• Donald Trump asked lawmakers whether he should fire Fed’s Jay Powell
  FT

Afternoon

• Dow adds 200 points, S&P 500 rises in volatile trading as Trump denies he’s firing Powell: Live updates
  CNBC
• Trump denies that he plans to fire Powell: ‘Highly unlikely’
  CNBC
• Trump indicated to allies he will fire Fed's Powell, CBS reports
  Reuters
• Trump Likely to Fire Powell Soon, White House Official Says
  Bloomberg
• Trump Versus Powell: How Far Can He Push the Fed Chair?
  Bloomberg
• Trump Has Drafted Letter to Fire Fed Chair and Asked Republicans if He Should
  NYT

General

• S&P 500 futures rise after solid bank earnings, tame inflation data: Live updates
  CNBC
• Gold Edges Up as Trade War Concerns Support Haven Appeal
  Yahoo/Bloomberg
• Oil Slides for Third Day as Traders Wait for US Inventory Data
  Yahoo/Bloomberg
• Central banks are increasingly buying gold from local mines as prices surge
  CNBC
• Wholesale inflation measure was unchanged in June
  CNBC
• How Trump could use a building renovation to oust Fed Chair Powell
  AP
• Trump says Fed renovations issue might be fireable for Powell
  Axios
• Kevin vs Kevin: Trump’s front-runners to lead the Fed
  Yahoo/Telegraph
• Fed's Logan sees holding rates steady a while longer
  Yahoo/Reuters
• Central banks ramp up buying at euro zone bond sales
  Reuters
• Beneath China's resilient economy, a life of pay cuts and side hustles
  Reuters
• Hassett Grabs Pole Position in Race to Be Trump’s New Fed Chair
  Bloomberg
• Bessent Is Not Top Fed Candidate But ‘Very Good,’ Trump Says
  Bloomberg
• Trump Says Drug Tariffs Probable by Aug. 1, Downplays More Deals
  Bloomberg
• The Flash-Flood Era Is Here, and We’re Not Ready
  Bloomberg
• White House Readies Order to Bring Private Equity to 401(k)s
  Bloomberg
• US Tariffs at 30%? C'mon, Europe... Do Something
  Bloomberg
• Japan Inc. Takes Global Bond Market by Storm With Record Sales
  Bloomberg
• ECB Must Consider Losses When Deciding on QE, Bundesbank Says
  Bloomberg
• China Vanke Seeks to Extend Some Bank Loans by Up to 10 Years
  Bloomberg
• China Is Spending Billions to Become an A.I. Superpower
  NYT
• Trump Administration Initiates Trade Investigation of Brazil
  NYT
• Trump reaps $50bn tariff haul as world ‘chickens out’
  FT
• Goldman Sachs profits jump 22% on investment banking revival
  FT
• Bank of America boosted by bigger loan book and robust trading
  FT
• UK inflation unexpectedly rises to 18-month high of 3.6%
  FT

Tuesday, July 15, 2025

Evening

• Stock futures slip as investors await more bank earnings and inflation data: Live updates
  CNBC
• The tariff-driven inflation that economists feared begins to emerge
  AP
• Commerce Secretary Lutnick says China is only getting Nvidia’s ‘4th best’ AI chip
  CNBC
• US SEC ousts head of accounting watchdog, email says
  Yahoo/Reuters
• Brazil looks to solve US tariff issue before deadline
  Yahoo/Reuters
• U.S. moving fast to secure access to critical minerals to counter China’s dominance of market, Pentagon says
  CNBC
• Collins Says Solid Economy Gives Fed Time to Assess Next Move
  Yahoo/Bloomberg
• Muni Bonds See Worst Day Since Tariff-Fueled Rout in April
  Bloomberg
• US Trade Wars Will Hit Households Worldwide, BOE’s Bailey Warns
  Bloomberg
• Rising Inflation Underscores Risks in Trump’s New Tariff Threats
  NYT
• Jamie Dimon Backs Jerome Powell Over Trump in Fed Fight
  NYT
• Trump Tariffs Hit Consumer Prices
  WSJ
• Investors pile into US tech stocks at fastest pace in 16 years
  FT
• Howard Lutnick says easing of Nvidia’s AI chip exports linked to China deal
  FT
• Dimon warns on Fed independence as Trump piles pressure on Jay Powell
  FT
• BlackRock inflows hit after big client withdraws $52bn
  FT
• Donald Trump’s frustration with Russia boils over
  FT

Afternoon

• Dow falls 300 points on earnings, inflation concerns; Nvidia boosts Nasdaq: Live updates
  CNBC
• Oil Falls on Doubts Trump’s Russia Plan Will Reduce Supplies
  Yahoo/Bloomberg
• Trump Says Indonesian Goods to Face 19% Tariff Under Trade Pact
  Yahoo/Bloomberg
• Analysis-Investors seek protection from risk of Fed chief's ouster
  Yahoo/Reuters
• US Home Prices Are Losing Steam With Most Big Markets Below Peak
  Yahoo/Bloomberg
• Factbox-JPMorgan CEO Dimon's comments highlight steady caution on US economy
  Yahoo/Reuters
• Barkin Says Fed’s Rate Panel Hasn’t Always Followed Chair’s Lead
  Bloomberg
• Canada PM Carney Signals U.S. Tariffs May Be Here to Stay
  WSJ
• Trump Advised Zelensky to Take Fight to Russia, Ukrainian Official Says
  WSJ

General

• S&P 500 rises after Nvidia gains, CPI comes in as expected: Live updates
  CNBC
• Gold Climbs as Market Digests Mixed US Messages on Trade Talks
  Yahoo/Bloomberg
• Japan Bond Rout Touches New Pain Point as 10-Year Yield Rises
  Yahoo/Bloomberg
• Investors brace for Japan bond market blowout as national election nears
  Reuters
• US inflation accelerated in June as Trump’s tariffs start to bite
  AP
• Nvidia says it will resume H20 AI chip sales to China ‘soon,’ following U.S. government assurances
  CNBC
• US Treasury Secretary Bessent says ‘formal process’ for Powell successor has started, Bloomberg News reports
  Yahoo/Reuters
• Bessent Suggests Powell Should Leave Fed Board in May
  Yahoo/Bloomberg
• How the Fed sets rates — and why Powell can't do what Trump wants alone
  Axios
• Fed Chair Contender Is Now in Favor of Cutting Rates, Just as Trump Wants
  Yahoo/Bloomberg
• JPMorgan CEO Dimon says Fed independence 'absolutely critical'
  Yahoo/Reuters
• Trump’s 50% Copper Tariffs Jolt US Market as Buyers Slash Imports and Delay Orders
  Yahoo/Bloomberg
• Housing market is sending a stark warning to the U.S. economy, Moody’s economist says
  MarketWatch
• BlackRock Hits Record $12.5 Trillion in Assets Amid Turmoil
  Yahoo/Bloomberg
• China’s second-quarter GDP tops expectations at 5.2%, easing stimulus pressure
  CNBC
• China's June new home prices fall at fastest monthly pace in 8 months
  Reuters
• Bessent Tells Markets Not to Worry About China Tariff Deadline
  Bloomberg
• Dudley: Bessent’s Interest Rate Bet Could Be a Big Loser
  Bloomberg
• Brazilians Back Lula Against Trump, Calling Tariffs Unjustified
  Bloomberg
• Japanese Bonds Risk Liz Truss Moment as Election Jolts Market
  Bloomberg
• European Long Bonds Are Near Their Sell-By Date
  Bloomberg
• Japan’s Ruling Parties at Risk of Losing Upper House Majority
  Bloomberg
• Is the Dollar’s Era of Exorbitant Privilege Ending?
  Bloomberg
• Drought Spreads in England After Driest Start to Year Since 1976
  Bloomberg
• For Big Banks, the Trump Era Is Proving Profitable Thus Far
  NYT
• PBS and NPR’s Last-Ditch Fight to Save Funding
  NYT
• Trump Bets Constantly Shifting Tariff Strategy Can Remake Global Trade
  WSJ
• Europe Draws Up Retaliatory Tariffs for U.S. Goods in Case No Trade Deal Is Reached
  WSJ
• Post-Crisis Rules to Keep Banks Safe Are on the Way Out
  WSJ
• Japan Bond Yields’ Surge Signals Growing Fiscal Fears as Election Looms
  WSJ
• China’s Economy Slows in Line With Expectations
  WSJ
• Japan’s 10-year yield hits highest level since 2008 financial crisis
  FT
• Donald Trump asked Volodymyr Zelenskyy if Ukraine could hit Moscow, say people briefed on call
  FT

Monday, July 14, 2025

Evening

• Stock futures inch lower as investors await bank earnings, inflation reading: Live updates
  CNBC
• Trump threatens Russia with tariffs and boosts US weapons for Ukraine
  AP
• Why Trump's push for a 1% Fed policy rate could spell trouble for US economy
  Reuters
• US imposes a 17% duty on fresh Mexican tomatoes in hopes of boosting domestic production
  AP
• A slew of T-bills coming? Money market funds say 'bring 'em on'
  Reuters
• State Farm defends hefty 27.2% hike in Illinois homeowners insurance rates
  Yahoo/Chicago Tribune
• China steps in as US pulls back from diplomacy, report says
  Reuters
• US 30-Year Treasuries Extend Decline as Focus Turns to Inflation
  Bloomberg
• Junk Bonds Have Never Traded This Much Before, JPMorgan Says
  Bloomberg
• Trump May End Up Sorry He Tried to Control the Fed
  WSJ
• Plunging Dollar Leaves American Travelers With Less Buying Power This Summer
  WSJ
• Trump Sends a New Message to Putin
  WSJ
• EU warns of ‘big gap’ in trade talks after Trump’s 30% tariff threat
  FT
• US investors should beware of tariff complacency
  FT
• US threatens Russia with ‘severe’ tariffs and sanctions over war in Ukraine
  FT

Afternoon

• Stocks are little changed as investors bet Trump’s tariffs will be lowered: Live updates
  CNBC
• Oil Drops as Tariff Fallout Overshadows Risks to Russian Supply
  Yahoo/Bloomberg
• Orange juice hits four-month high as Brazil tariffs risk supply
  Yahoo/Bloomberg
• Trump threatens Russia with tariffs and boosts US weapons for Ukraine
  AP
• Will Bessent serve as Fed chair, Treasury secretary at the same time?
  The Hill
• Trump tariffs don’t cause inflation because of ‘patriotism’ buying: WH advisor
  CNBC
• Meta's Zuckerberg pledges hundreds of billions for AI data centers in superintelligence push
  Yahoo/Reuters
• Busiest US port says June imports rebound after China tariffs reduced
  Yahoo/Reuters
• Nearly one third of major U.S. housing markets now see falling home prices
  CNBC
• Why Texas Is So Vulnerable to Climate Disasters
  Bloomberg
• The Economy Has Been Resilient. The New Round of Tariffs May Hit Harder.
  NYT
• EU Trade Chief to Contact U.S. Officials After 30% Tariff Threat
  WSJ

General

• Stocks slide on more Trump tariff letters, but are off worst levels of session: Live updates
  CNBC
• Japanese Bonds Tumble as Fiscal Worries Mount Before Election
  Yahoo/Bloomberg
• Silver Extends Surge to Almost 14-Year High on Tight Market
  Yahoo/Bloomberg
• Oil Rises on Strong Chinese Data, US Moves on War in Ukraine
  Yahoo/Bloomberg
• Gold Gains as Trump Doubles Down on Tariffs Before Deadline
  Yahoo/Bloomberg
• Hassett says White House probing Fed renovation costs, authority to fire Powell
  Reuters
• Scoop: Powell requests IG review on $2.5 billion renovation amid Trump pressure
  Axios
• Fed explains its mega-renovation project as Trump pressures Powell
  Axios
• Trump Tariff Salvos Push Economies to Seek to Broaden Trade Ties
  Yahoo/Bloomberg
• Why Trump's push for a 1% Fed policy rate could spell trouble for US economy
  Reuters
• Hedge funds dump banks, buy the dip in consumer staples, Goldman Sachs says
  Yahoo/Reuters
• Trump to announce "aggressive" Ukraine weapons plan
  Axios
• Trump says US will send Patriot missiles to Ukraine
  Reuters
• The 'strongman' PM who inspired Trump's playbook - but now finds his power crumbling
  BBC
• China Emerges From Trade Chaos With Record Exports, Surplus
  Yahoo/Bloomberg
• China Banks Stoke Controversy With Loans to Boost Pensions
  Yahoo/Bloomberg
• EU Warns Trump’s Tariff Threat Is Danger to Transatlantic Trade
  Bloomberg
• BOJ Is Said Likely to Consider Raising Inflation Forecast
  Bloomberg
• China Credit Growth Tops Forecasts as PBOC Watches Easing Impact
  Bloomberg
• Companies in Europe Are Frozen as Tariff Uncertainty Drags On
  NYT
• Jamie Dimon Says Private Credit Is Dangerous—and He Wants JPMorgan to Get In on It
  WSJ
• The Federal Government Is Retreating From Student Lending
  WSJ
• How China’s Military Is Flexing Its Power in the Pacific
  WSJ
• EU warns Trump’s 30% tariffs would eliminate transatlantic trade
  FT
• Japan faces an era-defining reset with the US
  FT
• Chinese biotech shares surge as Big Pharma looks to license cancer treatments
  FT

Sunday, July 13, 2025

Evening

• Dow futures drop 200 points on Sunday after Trump slaps 30% tariff on Mexico and the EU: Live updates
  CNBC
• Market resilience challenged by Trump’s weekend tariff salvo
  Yahoo/Bloomberg
• Bond Traders Cast Doubt on September Fed Cut Before Key CPI Data
  Yahoo/Bloomberg
• Trump ‘certainly’ can fire Fed chair Powell ‘if there’s cause’: Hassett
  CNBC
• Trump Allies Open New Front With Powell Over Building Rehab
  Yahoo/Bloomberg
• Mexico’s ‘cool-head’ Trump approach tested by new tariff threat
  Yahoo/Bloomberg
• Merz says 30% US tariffs would hit German industry to ‘core’
  Yahoo/Bloomberg
• Nations Find That Neither Anger Nor Appeasement Deflects Trump’s Tariff Threats
  WSJ
• Return of the Housing Monsters
  WSJ
• Trump’s Brazilian Trade War
  WSJ

General

• Wall St Week Ahead: Earnings, inflation data confront resilient US stocks rally
  Reuters
• Trump intensifies trade war with threat of 30% tariffs on EU, Mexico
  Reuters
• Is Trump Using an Obscure Architecture Board to Fire Jerome Powell?
  Politico
• Federal Reserve quietly responds to Trump administration attacks over renovation
  CNBC
• The EU is delaying retaliatory tariffs on U.S. goods, in hopes of reaching a deal by Aug. 1
  AP
• Japan After 101 Tough Days, Learns Hard Lesson About U.S. Alliance
  MSN/WP
• Navarro touts ‘Trumpnomics’ in rant against Powell, Federal Reserve
  The Hill
• US Inflation to Pick Up on More Tariff Pass-Through
  Bloomberg
• Worst Spate of Downgrades Since 2021 Signals Pain
  Bloomberg
• Trump Patience on Tariffs Runs Thin as Nations Jostle for Deals
  Bloomberg
• After Months of Negotiations, Trump Imposes More Tariffs on Mexico
  NYT
• Tariffs on Brazil Could Leave Coffee Drinkers With a Headache
  NYT
• Trump Says 200% Pharma Tariffs Are Coming. Wall Street Shrugs.
  WSJ
• The Private-Equity Maneuver Allowing More Investors to Cash Out
  WSJ
• Manufacturers plead for US tariff clarity before copper stockpiles dwindle
  FT