Daily News Links

8375 posts

Friday, May 30, 2025

General

• Stocks fall as Trump says China has violated trade agreement: Live updates
  CNBC
• US Treasurys set for first monthly loss of 2025 on deficit woes
  Yahoo/Bloomberg
• Dollar poised for fifth-straight monthly drop on trade, fiscal uncertainty
  Yahoo/Reuters
• Inflation rate slipped to 2.1% in April, lower than expected, Fed’s preferred gauge shows
  CNBC
• Trump-Xi Truce Under Threat After US Targets Chinese Students, Tech
  Yahoo/Bloomberg
• Tariff Ruling Threatens a $2 Trillion Fiscal Hole in Trump Plan
  Yahoo/Bloomberg
• Tax bill contains 'sledgehammer' for Trump to retaliate against foreign digital taxes
  Yahoo/Reuters
• Fed's Logan says it 'could take quite some time' to see a shift in balance of risks
  Yahoo/Reuters
• Behind the Curtain: The Great Fusing
  Axios
• Core inflation in Japan capital hits 2-year high, keeps rate hike chance alive
  Yahoo/Reuters
• Global equity funds see second weekly outflow on tariff concerns
  Yahoo/Reuters
• Trump aims to boost Taiwan arms sales further, Reuters says
  Yahoo/Bloomberg
• Dudley: The Bond Market's Faith in America Is Facing a Severe Test
  Bloomberg
• Bessent Says US-China Talks ‘Stalled,’ Pushes for Trump-Xi Call
  Bloomberg
• A Soft Housing Market Isn’t Just a Florida and Texas Story Now
  Bloomberg
• Sharp Decline in Volatility Index Catches Seasoned Traders Off Guard
  Bloomberg
• Chinese Students Ditch US Plans as Trump Vows Crackdown on Visas
  Bloomberg
• ECB Intensifies Scrutiny of Banks’ Exposure to Private Markets
  Bloomberg
• Chinese Banks Face Liquidity Test on Deposit Exodus, Maturities
  Bloomberg
• North Korea’s Surging Military Aid to Russia Detailed in Report
  Bloomberg
• Trump Makes a New Push to ‘Decouple’ U.S. From China
  NYT
• ‘Bellwether of Risks’: What ‘Buy Now, Pay Later’ Defaults Say About the Consumer
  NYT
• Chinese Students Rattled by Trump Plan to ‘Aggressively’ Revoke Visas
  NYT
• Trump’s Team Plots Plan B for Imposing Tariffs
  WSJ
• Rising Inflation, Weak Production Put Bank of Japan in Tough Spot
  WSJ
• Donald Trump accuses China of violating US tariff truce
  FT
• Tett: There’s a ticking time bomb in Trump’s ‘big, beautiful bill’
  FT
• Chinese tech groups prepare for AI future without Nvidia
  FT

Thursday, May 29, 2025

Evening

• Dollar Drops on Renewed Trade Uncertainty, Soft Economic Data
  Yahoo/Bloomberg
• Oil Declines as OPEC+ Supply Concerns Overshadow Tariff Relief
  Yahoo/Bloomberg
• Appeals Court Allows Trump Tariffs to Stay in Effect for Now
  Yahoo/Bloomberg
• Trump meets with the Federal Reserve chairman he has repeatedly scorned
  AP
• Trump personally told Fed Chair Powell it was a mistake to not lower rates, White House says
  Yahoo/Reuters
• Fed’s Daly Says Policy in a ‘Good Place,’ Can Be Patient
  Yahoo/Bloomberg
• Fed's Kugler says monitoring markets amid big policy shifts
  Yahoo/Reuters
• After Rubio seeks to revoke their visas, Chinese students say U.S. resembles the country they left
  NBC
• Corporate-Bond Sales Top $150 Billion in Busiest May Since 2020
  Bloomberg
• President Trump Isn’t a Tariff King
  WSJ
• Donald Trump tells Jay Powell the Federal Reserve is making a ‘mistake’ by not cutting US interest rates
  FT

Afternoon

• Dow is little changed as traders deal with trade policy confusion, Nvidia lifts Nasdaq: Live updates
  CNBC
• Dollar Drops on Renewed Trade Uncertainty, Soft Economic Data
  Yahoo/Bloomberg
• Oil Declines as OPEC+ Supply Concerns Overshadow Tariff Relief
  Yahoo/Bloomberg
• Trump to Appeal Tariffs Ruling While Weighing Other Ways to Implement Levies
  Yahoo/Bloomberg
• Two laws that Trump could use to re-impose his tariffs (and why he might do them both)
  Yahoo Finance
• Fed Chair Powell told Trump in Thursday meeting that rate decisions would be based on ‘non-political’ analysis
  CNBC
• Housing contract activity dropped sharply in April as volatility and high rates reigned
  Yahoo Finance
• Fed’s Goolsbee Sees Lower Interest Rates If Tariffs Fade Away
  Yahoo/Bloomberg
• Analysis-Trump's tariff tally: $34 billion and counting, global companies say
  Yahoo/Reuters
• Trump Sees Iran Deal That Allows US to Destroy Nuclear Sites
  Yahoo/Bloomberg
• Trump-Xi Truce Under Fire as US Targets Chinese Students, Tech
  Bloomberg
• Tariff Ruling Is a Setback for Trump but Doesn’t End Trade War
  WSJ
• Trump’s Tariffs: Where Things Stand
  WSJ
• White House moves to overturn ruling that Trump’s tariffs are illegal
  FT
• EU-US trade talks to go ahead despite court blow to Donald Trump’s tariffs
  FT
• Germany eyes 10% digital tax on tech giants
  FT
• Crypto wins a champion in the White House
  FT

General

• S&P 500 gains as court blocks Trump tariffs, Nasdaq futures jump after Nvidia’s strong results: Live updates
  CNBC
• Dollar Bounce Is Short-Lived After Trump Tariffs Move Into Limbo
  Yahoo/Bloomberg
• Hit by Trump trade wars, U.S. economy falls 0.2% in first quarter, an upgrade from initial estimate
  AP
• More Americans file for jobless aid but layoffs remain low despite economic uncertainty over tariffs
  AP
• Federal court blocks Trump from imposing sweeping tariffs under emergency powers law
  AP
• Goldman Says Trump Can Offset Tariff Ruling With Other Tools
  Yahoo/Bloomberg
• Now what? Tariff ruling creates chaos on top of chaos
  Axios
• What happens to Trump’s tariffs now that a court has knocked them down?
  AP
• Ruling against Trump tariffs is a win for the legislative branch
  Yahoo/Fortune
• US curbs chip design software, chemicals, other shipments to China
  Reuters
• US corporate profits decrease sharply in first quarter
  Reuters
• CEO pay rose nearly 10% in 2024 as stock prices and profits soared
  AP
• US to Revoke Chinese Student Visas in Escalating Crackdown
  Yahoo/Bloomberg
• Chinese students anxious and angry after Rubio vows to revoke visas
  AP
• Japan’s Ishiba warns against tension over tariffs and vows to expand Asia-Pacific trade group
  AP
• Germany seeks to levy 10% tax on online platforms like Google
  Reuters
• DOGE Has Failed to Halt Increases in Federal Spending
  Bloomberg
• Riskier Fringes of Market Are Leaving Blue-Chip Stocks Behind
  Bloomberg
• China Calls US Plan to Revoke Student Visas ‘Discriminatory’
  Bloomberg
• Goldman Warns World’s Best Carry Trade at Threat From Lira Slide
  Bloomberg
• Export Controls Are Endangering the Fragile U.S.-China Truce
  NYT
• U.S. Pauses Exports of Airplane and Semiconductor Technology to China
  NYT
• Tariff Ruling Is a Setback for Trump but Doesn’t End Trade War
  WSJ
• Trade Court Strikes Down Trump’s Global Tariffs
  WSJ
• The bond vigilantes are on the prowl
  FT
• The $1tn shadow bank lending boom
  FT
• What are Trump’s fallback options to rebuild US tariff wall?
  FT
• US to ‘aggressively’ revoke visas of Chinese students
  FT
• How Wall Street offloaded $13bn of debt tied to Elon Musk’s Twitter deal
  FT
• China courts Asian and Gulf partners at ‘inflection point’ for global trade
  FT

Wednesday, May 28, 2025

Evening

• S&P 500 futures rise after Nvidia posts earnings beat: Live updates
  CNBC
• Nvidia beats on earnings and revenue as data center sales jump 73%
  CNBC
• Trump rejects claim he’s ‘chickening out’ on tariffs just because he keeps changing rates
  AP
• Fed minutes: Uncertainty ‘elevated’ as risks of higher inflation and unemployment rise
  AP
• Fed worried it could face ‘difficult tradeoffs’ if tariffs reaggravate inflation, minutes show
  CNBC
• The U.S. now has a third of the world’s millionaires and billionaires
  CNBC
• Trump's attacks on law firms are losing big in court
  Axios
• Germany’s Merz offers to help Ukraine develop its own long-range missiles to hit Russia
  AP
• Bond Traders See Treasuries Selloff Going Even Further
  Bloomberg
• Fed ‘Well Positioned’ to Wait on Rate Cuts Even as Economic Risks Rise, Minutes Show
  NYT
• The ‘TACO Trade’ That Has Trump Fuming
  WSJ
• Donald Trump orders US chip software suppliers to stop selling to China
  FT
• Fed feared that loss of ‘haven’ status would hit US economy
  FT

Afternoon

• Stocks tick lower as traders await Nvidia earnings: Live updates
  CNBC
• US home buyers are most uncertain since 2023 as rates surge, BofA survey shows
  Yahoo/Reuters
• Fannie, Freddie to Keep US Guarantee If Taken Public, Trump Says
  Yahoo/Bloomberg
• Harvard, MIT Lead Elite Colleges’ $4 Billion Debt Spree After Trump Threat
  Yahoo/Bloomberg
• Fed Disbands Climate Groups Studying Financial Stability Risks
  Bloomberg
• Japan’s Debt, Now Twice the Size of Its Economy, Forces Hard Choices
  NYT
• Germany to Step Up Ukraine Aid as Europe Scrambles to Replace U.S.
  WSJ
• Look at JGBs, they’re the captain now
  FT

General

• Stocks little changed as investors brace for Nvidia earnings: Live updates
  CNBC
• Oil Swings Near $64 as Traders Weigh OPEC+ Plans, Russia Risk
  Yahoo/Bloomberg
• Mortgage rates rose to the highest level since January, but demand from homebuyers still grew. Here’s why.
  CNBC
• Minutes of Fed's May meeting likely to show officials grappling with uncertainty
  Reuters
• Fed's Williams calls for strong response if inflation deviates from target
  Reuters
• Fed’s Williams Says Pandemic Changed Inflation Perceptions
  Bloomberg
• Trump pledges government will continue Fannie Mae, Freddie Mac guarantees
  Axios
• China Deflation Worry Is Eclipsing Trade War Thaw for Economists
  Yahoo/Bloomberg
• US and Russia clash in public as the Ukraine war heats up
  Reuters
• Get ready for several years of killer heat, top weather forecasters warn
  AP
• Raghuram Rajan Warns US Risks Future by Curbing Foreign Students
  Bloomberg
• Why Investors Are So Nervous About Japanese Bonds
  Bloomberg
• Ueda Vows to Watch Risks of Ripple Effects From Long-Yield Surge
  Bloomberg
• BOJ’s Bond Holding Paper Losses Hit Record After Rate Hikes
  Bloomberg
• China Seeks to Slow Yuan’s Gains After Months of Propping It Up
  Bloomberg
• Germany to Work With Kyiv on Long-Range Missile Production
  Bloomberg
• Trump Pledged ‘No Tax on Social Security.’ The Tax Bill Says Otherwise.
  WSJ
• Japan Bonds Draw Weak Demand as Rise in Superlong Yields Sparks Concern
  WSJ
• Japan’s 40-year bond sale draws weakest demand since July
  FT
• Donald Trump offers Canada free ‘Golden Dome’ protection if it gives up sovereignty
  FT
• The lessons from China’s dominance in manufacturing
  FT
• Global temperature rise to reach near 2C in next five years, WMO says
  FT
• India offers US ‘deep’ tariff cuts, but shields grain and dairy markets
  FT

Tuesday, May 27, 2025

Evening

• Stock futures are little changed as investors brace for Nvidia earnings: Live updates
  CNBC
• US stocks end sharply higher on Trump's tariff reprieve
  Reuters
• Trump says US to retain oversight, guarantees in Fannie Mae, Freddie Mac spinoff
  Reuters
• Trading Day: Japan spreads long bond relief
  Reuters
• Carney Says Canada and U.S. Are in Talks on a New Economic and Security Deal
  WSJ
• Trump’s Foreign Policy Crossroads
  WSJ
• US vows to use ‘every tool’ in crackdown on international students
  FT

Afternoon

• Dow climbs 700 points on EU tariff delay, consumer confidence surge: Live updates
  CNBC
• The warning in wild bond moves
  Axios
• US consumer confidence rebounds after five straight months of declines amid tariff anxiety
  AP
• US business spending on equipment softening as tariff uncertainty persists
  Reuters
• The US and EU are in a showdown over trade. What does Trump want and what can Europe offer?
  AP
• The Fed is having a 'healthy debate' about whether Trump tariff inflation will be transitory: Kashkari
  Yahoo Finance
• Trump to End Federal Contracts With Harvard University
  Yahoo/Bloomberg
• Trump says Putin is ‘playing with fire’ as Kremlin continues assault on Ukraine
  Politico
• Trump Warns Putin ‘Playing With Fire’ as Lawmakers Eye Sanctions
  Yahoo/Bloomberg
• Trump administration halts scheduling of new student visa appointments
  Reuters
• Canada 'strong and free' and other takeaways from King's throne speech
  BBC
• Germany threatens steps against Israel as tone shifts over Gaza
  Reuters

General

• Stocks Rally after Trump announces extension on EU tariff: Live updates
  CNBC
• Global Bonds Rally as Japan Looks to Stabilize Its Debt Market
  Yahoo/Bloomberg
• Oil Steadies as Traders Focus on EU Trade Talks, OPEC+ Meeting
  Yahoo/Bloomberg
• BOJ's Ueda calls for vigilance over food inflation risks
  Yahoo/Reuters
• BIS urges governments to curb 'relentless' rise in debt
  Yahoo/Reuters
• China Calls on Asean, Gulf States to Create ‘Big Market’
  Yahoo/Bloomberg
• Exclusive: Japan to consider trimming super-long bond issuance, sources say
  Reuters
• Big Tech Is a Target If 50% EU Tariff Threat Stays
  Bloomberg
• The US Is About to Discover if Deficits Don't Matter
  Bloomberg
• Private Equity Fundraising Plunges Amid Struggle to Return Cash
  Bloomberg
• Ueda Indicates BOJ Is Still Eyeing More Rate Hikes, Boosting Yen
  Bloomberg
• Japan Loses Top Creditor Status for First Time in 34 Years
  Bloomberg
• North Korea Says Trump’s Golden Dome Risks ‘Space Nuclear War’
  Bloomberg
• Why This River in India and Pakistan Is Causing So Much Angst
  Bloomberg
• Trump’s China Tariffs Are Having a ‘Massive Impact’ on Small Business
  NYT
• China’s Soft Spot in Trade War With Trump: Risk of Huge Job Loss
  NYT
• Trump Weighs Sanctions Against Russia as Relationship With Putin Sours
  WSJ
• Lindsey Graham: The U.S. Senate Won’t Tolerate Putin’s Games
  WSJ
• The U.S. Reinforces Europe’s Northern Front, Fearing War With Russia
  WSJ
• China Turns to Consumers to Boost Growth, but Households Are Wary
  WSJ
• Japanese bonds rally on hopes of less supply
  FT
• America’s rising ‘moron premium’
  FT
• The ‘quiet’ crisis brewing between the US and South Korea
  FT
• ECB hawk calls for rate cut pause until September amid trade tensions
  FT
• EU plans sweeping stress test of non-banks
  FT

Monday, May 26, 2025

General

• Stocks Rise on Trump’s Tariff Delay; Dollar Wavers: Markets Wrap
  Yahoo/Bloomberg
• European shares gain after Trump pushes back planned 50% tariffs on EU
  AP
• Oil Swings as Market Weighs Easing Trade Tensions, OPEC+ Outlook
  Yahoo/Bloomberg
• Johnson says there are ‘enough’ GOP senators to stall House budget bill
  CNBC
• Germany’s Merz Says US Tech Perks Could Be Target in Trade War
  Yahoo/Bloomberg
• Trump Says He’s Eyeing Russia Sanctions, Calls Putin ‘Crazy’
  Yahoo/Bloomberg
• Trump calls Putin 'crazy' after largest Russian attack on Ukraine
  BBC
• Global central banks talk harsh new economic realities in Tokyo
  Yahoo/Reuters
• The scars from Hurricane Helene are healing slowly in this Appalachian tourist town
  AP
• Kashkari Says ‘Not Sure’ on Interest Rate Moves by September
  Bloomberg
• Xi Mulls New Made-in-China Plan Despite US Call to Rebalance
  Bloomberg
• Japan to Sell Rice Stockpiles With Aim to Halve Soaring Prices
  Bloomberg
• Fiscal Hawks in Senate Balk at House’s Bill to Deliver Trump’s Agenda
  NYT
• How Your Town Can Feel the Weight of the National Debt
  WSJ
• Investors Pile Into ETFs at Record Pace Despite Market Turmoil
  WSJ
• American Homes Are Shrinking. Why Are They Still So Unaffordable?
  WSJ
• Your Patio Furniture Set Is Going to Cost a Lot More This Summer
  WSJ
• EU countries push for swift trade deal with Donald Trump
  FT
• Trump lashes at out Harvard and says he could cut $3bn in funds
  FT
• Russia dismisses Donald Trump’s criticism of ‘crazy’ Vladimir Putin
  FT
• China improves ability to launch sudden attack on Taiwan, officials say
  FT

Evening

• Trump says he’ll delay a threatened 50% tariff on the European Union until July
  AP
• Powell defends Federal Reserve in Princeton speech amid onslaught of attacks from Trump
  AP
• US Risks Losing ‘Reliable Investment’ Status, Allianz GI Manager Says
  Yahoo/Bloomberg
• Trump’s Trade War Sends Chill Through Southern California Port Economy
  WSJ
• Donald Trump delays imposing 50% tariffs on EU until July 9
  FT
• Federal Reserve’s Jay Powell urges US university students to protect democracy
  FT
• Oil chiefs warn of end to US shale boom
  FT

Sunday, May 25, 2025

General

• 'Unsustainable fiscal situation': Wall Street braces for more bond market turmoil as Trump tax bill stirs up deficit concerns
  Yahoo Finance
• German Finance Minister Urges Calm in US Tariff Fight, Bild Says
  Yahoo/Bloomberg
• German finance chief urges ‘serious’ EU-US talks after Trump tariff threat
  Politico
• Trump the central planner
  Axios
• Russian drones, missiles kill 12 across Ukraine amid prisoner swap
  Politico
• The 90-Day Rush to Get Goods Out of China
  WSJ
• Russian record air attack on Ukraine dashes hopes for ceasefire
  FT
• Europe’s far right is hammering at the door of power
  FT

Saturday, May 24, 2025

General

• Wall St Week Ahead Nvidia earnings in focus as rising US yields, debt rattle markets
  Reuters
• House Republicans warn Senate GOP against watering down Trump agenda bill
  The Hill
• GOP bill locks in new deficit plateau as bond market quakes
  The Hill
• Trade talks bog down as countries — and White House — race to meet July deadline
  Politico
• Trump Shocks With US Steel-Nippon Approval But Details Elusive
  Yahoo/Bloomberg
• Ukraine says 15 people hurt in 'massive' Russian attack on Kyiv
  Reuters
• Trump’s New Tariff Threats Show Trade Uncertainty Here to Stay
  Bloomberg
• Trump Risks US Consumer Discontent With His Tariffs, Poll Shows
  Bloomberg
• Fate of $20 Billion US Home Solar Market Lies in GOP Senate Hands
  Bloomberg
• Pivoting From Tax Cuts to Tariffs, Trump Ignores Economic Warning Signs
  NYT
• Universities See Trump’s Harvard Move as a Threat to Them, Too
  NYT
• Why Trump Lashed Out at Europe Over Trade
  WSJ
• Tim Cook’s Bad Year Keeps Getting Worse
  WSJ
• Is Trump Trying to Destroy Harvard?
  WSJ
• Donald Trump makes risky bet by rekindling his trade war with the EU
  FT
• Dollar notches biggest weekly drop since tariffs sell-off over US debt fears
  FT
• The Fed’s not making a profit
  FT
• Rating agencies in public brawl over scores for private credit
  FT