Daily News Links

8490 posts

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

Thursday, June 26, 2025

Evening

• S&P 500 closes modestly higher, a hair’s breadth away from hitting a new record
  CNBC
• Copper Spreads Spike Again as Goldman Says Shortages to Worsen
  Yahoo/Bloomberg
• Trump’s Threat of More Tariffs Makes US Trade Partners Wary of Signing Deals
  Yahoo/Bloomberg
• Majority of Fed Officials Leaning Against July Interest-Rate Cut
  Yahoo/Bloomberg
• Fed rate cut in July? Inside the US central bank, few takers
  Yahoo/Reuters
• BlackRock Puts Private Equity and Credit Into 401(k) Funds
  Bloomberg
• Bessent Says Proposed ‘Revenge Tax’ No Longer Needed
  WSJ
• GOP Senators Dealt Setback on Medicaid Cuts in Trump Megabill
  WSJ

General

• Stocks rise as S&P 500 nears record high: Live updates
  CNBC
• Dollar hits fresh lows as Trump attacks threaten Federal Reserve credibility
  CNBC
• Platinum Jumps to Highest Since 2014 on Mounting Supply Concerns
  Yahoo/Bloomberg
• US goods trade deficit widens in May as exports fall
  Yahoo/Reuters
• US durable goods orders soar in May on aircraft
  Yahoo/Reuters
• Fewer Americans sought unemployment benefits last week as layoffs remain low
  AP
• US IPO Stocks Jump Over 50% in 2025 as Investor Appetite for Risk Grows
  Yahoo/Bloomberg
• Fed's Barkin says tariffs will start pushing up inflation
  Yahoo/Reuters
• Republicans ‘Far From’ Deal on SALT Limit, New Yorker Says
  Yahoo/Bloomberg
• Senate struggle over Medicaid cuts threatens progress on Trump’s big bill
  AP
• Trump Threatens to Double Spanish Tariffs Over NATO Spending
  Yahoo/Bloomberg
• TSMC to Inject $10 Billion Capital to Unit to Counter FX Swings
  Yahoo/Bloomberg
• China's collateral demands curbing emerging countries' ability to manage finances, study shows
  Yahoo/Reuters
• Global financial crime watchdog calls for action on crypto risks
  Yahoo/Reuters
• Trump Tax Bill Hits $250 Billion Health Care Roadblock in Senate
  Bloomberg
• Citi Rides Hedge Fund Volatility to Trillion-Dollar Growth in FX
  Bloomberg
• Taiwan Insurers’ FX Losses Double in May on US Dollar Slump
  Bloomberg
• Why Iran’s Unaccounted for Uranium Worries Nuclear Experts
  Bloomberg
• Investors on Edge About a Potential Shadow Fed Chair
  NYT
• Trump Considers Naming Next Fed Chair Early in Bid to Undermine Powell
  WSJ
• China Is Still Choking Exports of Rare Earths Despite Pact With U.S.
  WSJ
• Uproar Over Leaked Intelligence Underlines Murky View of Iran Strikes
  WSJ
• BlackRock Deepens Push Into Private Investments for the Masses
  WSJ
• Dollar hits 3-year low as Donald Trump mulls naming next Fed chair early
  FT
• US strikes on Iran force China to reconsider Donald Trump’s isolationism
  FT
• Hong Kong intervenes to defend currency peg
  FT
• Early intelligence suggests Iran’s uranium largely intact, European officials say
  FT
• Temperatures reach dangerous highs as ‘heat domes’ hit US and Europe
  FT

Wednesday, June 25, 2025

General

• S&P 500 futures are little changed as index nears all-time high: Live updates
  CNBC
• Fed's Powell heads to Senate panel for second day of testimony
  Yahoo/Reuters
• Trump Disputes Pentagon View, Says Iran Atomic Sites ‘Destroyed’
  Yahoo/Bloomberg
• Trump Eyes Little-Tested Tactic for Next Step in Spending Clash
  Yahoo/Bloomberg
• Oil Ticks Up After Two-Day Plunge as Traders Assess Ceasefire
  Yahoo/Reuters
• NATO leaders agree to hike military spending and restate ‘ironclad commitment’ to collective defense
  AP
• Mortgage rates and demand are stuck in a holding pattern
  CNBC
• US consumer confidence weakens on job market worries
  Reuters
• Fed's Schmid says there is time to study tariff effects before rate cuts
  Yahoo/Reuters
• DOGE layoffs are starting to leave their mark on D.C.’s housing market
  Yahoo Finance
• China, Taiwan clash over history, Beijing says can't 'invade' what is already Chinese territory
  Reuters
• San Francisco’s Luxury Housing Market Is Booming Again Thanks to AI Wealth
  Bloomberg
• Federal Reserve Has No Alternative to ‘Wait and See’
  Bloomberg
• SPACs Are Back. What Could Go Wrong This Time?
  Bloomberg
• China Seizes Moment to Globalize Yuan as Dollar Doubts Mount
  Bloomberg
• China Vows ‘Forceful Measures’ After Taiwan’s Huawei Export Curb
  Bloomberg
• Japan Protests Fresh Chinese Activity in East China Sea
  Bloomberg
• European Car Sales Rise as Demand for Plug-In Hybrids Soars
  Bloomberg
• At Amazon’s Biggest Data Center, Everything Is Supersized for A.I.
  NYT
• Bond Investors Stay Cool Despite Heated Debate Over Government Borrowing
  WSJ
• Stablecoins Fall Short as Cornerstone of Monetary System, Central Banks Say
  WSJ
• How Trump Cajoled Iran and Israel Into a Cease-Fire and Forced Them to Comply
  WSJ
• U.S. Strikes Set Back Iran Nuclear Program by a Few Months, Initial Report Says
  WSJ
• BOJ Should Consider Rate Hikes Without Delay, Board Member Tamura Says
  WSJ
• China to Block Its Rare-Earth Experts From Spilling Their Secrets
  WSJ
• Private credit thrives in darkness
  FT
• Iran’s parliament votes to halt co-operation with nuclear watchdog
  FT
• Donald Trump compares US strikes on Iran to atomic bombing of Hiroshima
  FT
• Taiwan has upped the ante in the cold war over chips
  FT

Tuesday, June 24, 2025

Evening

• Nasdaq 100 notches first record high close since February
  Yahoo/Reuters
• Oil Drops as Trump Cheers Slide with Iran-Israel Truce Back On
  Yahoo/Bloomberg
• US bond market braces for surge in Treasury supply in second half
  Yahoo/Reuters
• Fragile ceasefire appears to hold between Iran and Israel as Trump vents frustration with both sides
  AP
• Early US intelligence report suggests US strikes only set back Iran’s nuclear program by months
  AP
• Bessent Predicts Republicans Reach SALT Truce in 48 Hours
  Yahoo/Bloomberg
• What’s in and out of Trump’s big bill as Senate races to meet Fourth of July deadline
  AP
• Temperature in New York City reaches 100 degrees as eastern US swelters under extreme heat wave
  AP
• Fed Needs More Clarity on Tariff Impact on Prices, Kashkari Says
  Bloomberg
• Student Loan Delinquencies Hit Record as Late Payments Pile Up
  Bloomberg

General

• Stocks jump 200 points as oil tumbles for a second day on Middle East ceasefire hope: Live updates
  CNBC
• Oil prices sink as Trump seeks to maintain fragile ceasefire between Israel, Iran
  Yahoo Finance
• Powell says Fed can wait to reduce interest rates as Trump demands cuts
  AP
• Powell emphasizes Fed’s obligation to prevent ‘ongoing inflation problem’ despite Trump criticism
  CNBC
• Trump says US interest rates should be at least two to three points lower
  Yahoo/Reuters
• Trump Lashes Out at Israel and Iran in a Bid to Save Truce
  Yahoo/Bloomberg
• Iran launches missiles at Israel as Trump's ceasefire deadline passes
  Axios
• Trump announces Iran-Israel ceasefire
  Axios
• Where is Iran’s Uranium? Truce Highlights Mystery Over Stockpile
  Yahoo/Bloomberg
• Trump slams Russia’s Medvedev for claiming countries will give Iran nuclear warheads
  CNBC
• Pressure to Seal Trump Trade Deals Ramps Up With Two Weeks to Go
  Yahoo/Bloomberg
• Exclusive-Central banks eye gold, euro and yuan as dollar dominance wanes
  Yahoo/Reuters
• China on Cusp of Seeing Over 100 DeepSeeks, Ex-Top Official Says
  Yahoo/Bloomberg
• NATO leaders gather for historic summit with unity on the line
  AP
• A Key Gauge Signals Waning Demand for US Dollar in $7.5 Trillion Market
  Bloomberg
• Japan’s 20-Year Sale Shows Market Still Wary on Longer Bonds
  Bloomberg
• Home-Price Gains in US Slow as Buyers Squeezed by High Rates
  Bloomberg
• Private Funds for Retail Investors Jump to $350 Billion, Morningstar Says
  Bloomberg
• Trump Questions What NATO Mutual Defense Doctrine Really Means
  Bloomberg
• The Heat Dome Wants a Word With Climate-Change Deniers
  Bloomberg
• Second Fed Official Indicates Support for Faster Rate Cuts
  NYT
• Why Factories Are Having Trouble Filling Nearly 400,000 Open Jobs
  NYT
• Powell Reaffirms Wait-and-See Posture on Rate Cuts, Citing Solid Economy
  WSJ
• Fed's Hammack sees no imminent need to cut interest rates
  Reuters
• Scoop: Trump plans victory lap for Big Beautiful Bill
  Axios
• Republicans Struggle to Finalize Trump Megabill Mix
  WSJ
• More Homeowners Find Themselves Underwater
  WSJ
• Nearly Two Million Student-Loan Borrowers Are at Risk of Docked Pay This Summer
  WSJ
• Trump’s fragile peace in the Middle East
  FT
• ‘Regime change’ or peace: Donald Trump’s head-spinning Iran policy
  FT

Evening

• Dollar falls in broad risk rally after Trump announces Israel-Iran ceasefire
  Yahoo/Bloomberg
• Trump Announces Tentative Ceasefire Between Israel and Iran
  Yahoo/Bloomberg
• Trump Thanks Iran After Attack Choreographed to De-Escalate
  Yahoo/Bloomberg
• No casualties reported after Iran missile attack on U.S. base in Qatar
  Axios
• Powell Headed for Congressional Grilling Over Fed’s Rate Hold
  Yahoo/Bloomberg
• NYC Heat Triggers Blackout as Soaring Temperatures Stress US Grids
  Yahoo/Bloomberg
• Senate GOP to Offer $40,000 SALT Cap With Lower Income Threshold
  Bloomberg
• Trump’s Relentless Fed Pressure Creates Lose-Lose Scenario for Powell
  WSJ

Monday, June 23, 2025

General

• Stocks gain as oil trades into the red despite U.S. bombing of Iran: Live updates
  CNBC
• Oil Spike Fades as Traders Await Iran’s Response to US Attack
  Yahoo/Bloomberg
• Oil market's ho-hum response to Iran strike seen as "remarkable"
  Axios
• Exclusive: Iranian retaliation against U.S. forces could come soon, U.S. officials say
  Reuters
• US asks China to stop Iran from closing Strait of Hormuz
  BBC
• Tankers U-turn, zig-zag, pause around Strait of Hormuz
  Reuters
• Goldman Sachs warns of oil price surge on Strait of Hormuz risks
  Reuters
• Dollar Gains as the World Awaits Iran’s Response to US Attack
  Yahoo/Bloomberg
• Israel targets Iran’s government and a key Tehran prison as Iran launches more attacks on Israel
  AP
• Trump floats regime change in Iran
  Axios
• Iran weighs retaliation against U.S. for strikes on nuclear sites
  Reuters
• Alarm grows after the US inserts itself into Israel’s war against Iran with strikes on nuclear sites
  AP
• US business activity moderates; price pressures building up
  Yahoo/Reuters
• US existing home sales rise in May; mortgage rates still a constraint
  Yahoo/Reuters
• Fed's Bowman open to cutting rates at July policy meeting
  Yahoo/Reuters
• New York to LA Ramp Up Security After US Airstrikes on Iran
  Yahoo/Bloomberg
• China Land Sales Income Hits Decade Low, Widening Budget Deficit
  Bloomberg
• The China Wild Card
  NYT
• The Global A.I. Divide
  NYT
• ‘The Better Life Is Out of Reach’: The Chinese Dream Is Slipping Away
  NYT
• The 6 Miles of Water Keeping Global Markets on Edge
  WSJ
• Zuckerberg Leads AI Recruitment Blitz Armed With $100 Million Pay Packages
  WSJ

Sunday, June 22, 2025

Evening

• Dow futures slide 150 points as oil rises following U.S. bombing of Iran: Live updates
  CNBC
• Oil prices surge 5% after US strikes on Iran with Strait of Hormuz status in focus
  Yahoo Finance
• Oil rises and US stock futures slide as markets react to US strike on Iran nuclear sites
  AP
• Iran parliament reportedly backs closing Strait of Hormuz, which could spike oil prices
  Axios
• UN Security Council meets on Iran as Russia, China push for a ceasefire
  Reuters
• World awaits Iranian response after US hits nuclear sites
  Reuters
• Trump asks why there would not be 'regime change' in Iran
  Reuters
• "It was a headfake": Inside Trump's secret orders to strike Iran
  Axios
• Satellite Images Question Trump’s Claim Iran’s Atomic Sites Destroyed
  Yahoo/Bloomberg
• Japan Flags Big Cut to Long-End Bond Issuance Before Risky Sale
  Bloomberg
• The Big Question Facing Energy Markets: Will Iran Disrupt Oil and Gas Flows?
  NYT
• Iran’s Strait of Hormuz Gambit
  WSJ
• Trump’s ‘Big, Beautiful Bill’ Gets Slimmed Down in Senate
  WSJ
• Trump taunts Iran with prospect of ‘regime change’ after strike on nuclear sites
  FT

General

• Oil to open higher as US strikes on Iran boost supply risk premium
  Yahoo/Reuters
• Trump’s Airstrikes on Iran Leave Oil Market Braced for Surge
  Yahoo/Bloomberg
• Gulf States Fear Escalation as US Iran Strikes Rattle Region
  Yahoo/Bloomberg
• U.S. enters Israel's war against Iran
  Axios
• Trump claims U.S. strikes "obliterated" Iran's key nuclear facilities
  Axios
• Iran nuclear sites 'severely damaged' after strikes, US says
  BBC Live Updates
• US inserts itself into Israel’s war with Iran, striking 3 Iranian nuclear sites
  AP
• US Attacks Three Nuclear Sites in Iran, Widening Conflict
  Yahoo/Bloomberg
• Maersk continues to sail through Strait of Hormuz, company says
  Reuters
• Central Banks in Asia Are Becoming Wary of Currency Intervention
  Yahoo/Bloomberg
• Greece Tells Ships to Reassess Hormuz Journeys After US Strikes
  Bloomberg
• With Military Strike His Predecessors Avoided, Trump Takes a Huge Gamble
  NYT
• U.S. Bombing of Iran Keeps Oil Markets on Edge
  NYT
• Trump Gave Final Go-Ahead for Iran Attack Hours Before Bombs Fell
  WSJ
• Ordinary Investors Are Souring on Big Tech
  WSJ
• How Iran could hit back at the US
  FT
• Trump faces backlash from Maga base after strikes on Iran
  FT
• Trump has opened a Pandora’s box
  FT