Daily News Links

8375 posts

Friday, April 11, 2025

General

• Gold bolts past $3,200 on dollar slide, safe-haven flows
  Yahoo/Reuters
• Dollar Sinks and Gold Soars in Spiraling Trade War: Markets Wrap
  Yahoo/Reuters
• Dollar slides to decade-low vs Swiss franc as US assets hit by loss of confidence
  Yahoo/Reuters
• Dollar Emerges as Latest Victim of This Week’s Markets Mayhem
  Yahoo/Bloomberg
• US bond funds hit by heavy outflows as recession, inflation fears mount
  Yahoo/Reuters
• China hits back at US and will raise tariffs on American goods from 84% to 125%
  AP
• US wholesale inflation fell last month as price pressures eased, but trade war clouds outlook
  AP
• The world's hot new trade is "sell America"
  Axios
• To fight a trade war, it's nice to have friends
  Axios
• Fund managers quietly fear Trump doesn’t have a tariff plan and that he ‘might be insane’
  Independent
• Xi wants EU-China tag team to resist Trump’s trade onslaught
  Politico
• Private credit secondary sales set to rise as market turmoil spurs hunt for cash
  Reuters
• China Caps Tariffs on US at 125%, Calls Trump Levies a ‘Joke’
  Bloomberg
• Bond Analysts Debate If China Had Role in Treasuries Swings
  Bloomberg
• Treasuries Suddenly Trade Like Risky Assets in Warning to Trump
  Bloomberg
• Trump and Xi Are Preparing for a War Nobody Wants
  Bloomberg
• Dollar Emerges as Latest Victim of This Week’s Markets Mayhem
  Bloomberg
• Fed’s Kashkari Not Seeing Dislocation That Merits Intervention
  Bloomberg
• Tariff Reprieves Won't Repair Trust In America
  Bloomberg
• Trump Threatens More Tariffs on Mexico Over Water Rights
  Bloomberg
• ECB Is Ready to Use Instruments It Has If Needed, Lagarde Says
  Bloomberg
• Markets Worry About Finding an Exit From Trump’s Trade Fight
  NYT
• How This Trade War Is Different From All Other Trade Wars
  NYT
• Trump Puts Wall Street Leaders in Tight Spot
  NYT
• The U.S. and China Are Going to Economic War—and Everyone Will Suffer
  WSJ
• Does Trump Have a China Trade Strategy?
  WSJ
• Europe’s Governments Pledge Unity in Tariff Fight
  WSJ
• Trump Team Races to Cut Piecemeal Tariff Deals With More Than 70 Countries
  WSJ
• Noonan: Trump’s Climbdown for the Ages
  WSJ
• China increases retaliatory tariffs on US imports to 125%
  FT
• Tett: Trump tests the American attitude to pain
  FT
• JPMorgan chief Jamie Dimon warns of ‘considerable turbulence’ in US economy
  FT
• Market sell-off resumes as Donald Trump’s China tariffs spook investors
  FT
• US risky debt funds hit by historic outflows as Donald Trump’s tariffs shake markets
  FT
• US fires Greenland base commander after JD Vance visit
  FT

Thursday, April 10, 2025

Evening

• S&P 500 Tumbles 3.5% After US-China Feud Heats Up: Markets Wrap
  Yahoo/Bloomberg
• What just happened in the U.S. Treasury market?
  Reuters
• US budget deficit grows to $1.3 trillion, the second highest six-month level on record
  AP
• As Trump alienates allies with US tariffs, China is poised to exploit the gaps
  AP
• Stocks plunge again as volatility reigns despite Trump tariff pause
  Axios
• Well-timed options trades ahead of Trump's tariff pause draw questions
  Reuters
• Hedge funds miss most of the relief rally in equities
  Reuters
• Fed's Collins sees steady Fed as tariffs push up inflation risks
  Yahoo/Reuters
• Pressed for evidence against Mahmoud Khalil, government cites its power to deport people for beliefs
  AP
• Markets Plummet as Tariff-War Woes Fuel Exodus From US Assets
  Bloomberg
• Trump Floats Asking Top Law Firms to Do Trade Deal Work Pro Bono
  Bloomberg
• Trump, Offering Few Details, Insists ‘Everybody’ Wants to Make a Deal With the U.S.
  NYT
• Trump Has Added 145% Tariff to China, White House Clarifies
  NYT
• Deepening Trade Fight With China Poses New Threat to U.S. Farmers
  NYT
• Bond Market Sell-Off Prompts Bank of England to Make Unusual Move
  NYT
• The U.S. and China Are Going to Economic War—and Everyone Will Suffer
  WSJ
• Trump Administration Wants to Install Federal Oversight of Columbia University
  WSJ
• How America’s Wealthy Are Positioning Themselves During the Market Turmoil
  WSJ
• Wall Street sell-off resumes as Donald Trump’s China tariffs spook investors
  FT
• Donald Trump bends to the power of the markets
  FT
• US-China trade snarls as world’s biggest economies brace for divorce
  FT
• EU could tax Big Tech if Trump trade talks fail, says von der Leyen
  FT
• Top Chinese general removed in latest Xi Jinping purge
  FT

Afternoon

• Dow drops 2,000 points, S&P 500 loses more than 5% as stock market gives back more than half of historic rally: Live updates
  CNBC
• Stocks Sink as US-China Spat Fuels Economic Angst: Markets Wrap
  Yahoo/Bloomberg
• Gold Hits New Record as Traders Seek Safety on Tariff Anxiety
  Yahoo/Bloomberg
• Oil Returns to Losses as Market Concerns Over Trade War Persist
  Yahoo/Bloomberg
• The week that Trump pushed the global economy to the brink with tariffs — and then pulled back
  AP
• Trump blinked, but the global economy will never be the same
  Axios
• Trump's trade war ignites brand backlash
  Axios
• Trump's tariff on China is now 145%: White House
  Yahoo Finance
• House approves budget framework for Trump’s ‘big’ bill after intense wrangling sways GOP holdouts
  AP
• How the mother of all ‘short squeezes’ helped drive stocks to historic gains Wednesday
  CNBC
• Trump Threatens to Cut Federal Funding to Sanctuary Cities
  Yahoo/Bloomberg
• House Approves Trump Budget Blueprint After Winning Over GOP Holdouts
  WSJ
• Trump’s Tariff Man Peter Navarro Is Down but Not Out
  WSJ
• Trump’s Tariffs Threaten America’s Status as Energy Superpower
  WSJ
• Inflation Eased in March, but Tariffs Threaten to Stoke Price Pressures
  WSJ
• Stubbornly High Mortgage Rates Thwart the Crucial Home-Selling Season
  WSJ
• US shale sector in peril as oil price plunge rattles drillers
  FT

General

• Gold Climbs After Levy Chaos Drives Biggest Gain in 18 Months
  Yahoo/Bloomberg
• US Futures Sink as Mood Shifts to Trade War Damage: Markets Wrap
  Yahoo/Bloomberg
• Dow futures drop 500 points with stocks set to give back some of historic turnaround: Live updates
  CNBC
• Global shares jump following historic gains on Wall St after Trump paused most of his tariffs
  AP
• Inflation rate eases to 2.4% in March, lower than expected
  CNBC
• US jobless benefit applications rise modestly as labor market remains largely unfazed by trade war
  AP
• Trump's stunning tariff pause focuses trade war on China
  Reuters
• Tariffs caused US Treasury market dislocations, raising longer term concerns
  Reuters
• What just happened in the U.S. Treasury market?
  Reuters
• Trump economic advisor says bond market added ‘a little more urgency’ to tariff decision: Live updates
  CNBC
• Inside the Oval: 3 reasons Trump buckled on tariffs
  Axios
• Amazon CEO Andy Jassy says he believes sellers will pass increased tariff costs on to consumers
  CNBC
• Republicans fume as Trump blindsides them with tariff pause
  Axios
• Trump is already slowing global trade as companies pause orders
  Yahoo/Bloomberg
• China's deflationary pressures persist as trade gloom worsens
  Reuters
• Exclusive: Chinese sellers on Amazon to hike prices or exit US as tariffs soar, association says
  Reuters
• Trump steps back from cliff edge of all-out global trade war
  BBC
• Are B-2 bombers a message to Iran? 'We'll let them decide,' Pentagon chief says
  Reuters
• China Escalates Trade War as Trump Isolates Xi in Tariff U-Turn
  Bloomberg
• Fed Leans Against Inflation and Away From Preemptive Rate Cuts
  Bloomberg
• Swings in Treasuries Trigger Global Bond Market Aftershocks
  Bloomberg
• No Emerging Market Is Spared From Trade War Losses on Dollar Debt
  Bloomberg
• Yuan Falls Versus Everything as China’s Tariff Relief Valve
  Bloomberg
• How Financial Tech and Outsourced Banking Made Saving Risky Again
  Bloomberg
• Private Equity’s Indigestion Hurts More and More
  Bloomberg
• Top China Leaders to Meet on Stimulus After Trump’s Tariff Shock
  Bloomberg
• Iran Warns It May Expel UN Nuclear Inspectors If Threats Persist
  Bloomberg
• Sell-Off in U.S. Bonds and Dollar Raises Questions About ‘Safe Haven’ Status
  NYT
• U.S. and China Headed for ‘Monumental’ Split, Putting World Economy on Edge
  NYT
• Inside Factories in China, a Struggle to Survive Trump’s Tariffs
  NYT
• The Dollar and the Bond Market’s Ominous Message for Trump
  WSJ
• After Tariff Climbdown, World Asks: Is it Method or Madness?
  WSJ
• Why the Trade War Isn’t Over for America’s Biggest Banks
  WSJ
• Trump Transforms Tariff War Into High-Stakes Showdown With China
  WSJ
• Why Trump Blinked on Tariffs Just Hours After They Went Into Effect
  WSJ
• The U.S. and China Are Still in a Trade War. Here’s How Much Business They Do.
  WSJ
• With markets and tariffs, the only certainty is uncertainty
  FT
• Markets 1, Trump 0
  FT
• Donald Trump’s Wall Street tariff rollercoaster reaches Main Street
  FT
• US bike prices will rise ‘up to 50%’ as China trade war escalates
  FT
• China musters ‘national team’ to fight on front line in trade war
  FT

Wednesday, April 9, 2025

Evening

• Wall Street’s euphoria sends US stocks to historic gains after Trump pauses most of his tariffs
  AP
• Wild swings in Treasurys have investors worried something is about to 'blow up' in markets
  Yahoo/Bloomberg
• Another U-Turn: Trump reverses tariffs that caused market meltdown, but companies remain bewildered
  AP
• Dot-com bust, 1987 crash had massive relief rallies similar to Wednesday’s pop
  CNBC
• Stocks Soar, Treasuries Jolt After Tariff Reprieve: Markets Wrap
  Bloomberg
• What Just Happened? Making Sense of Trump’s Tariff Pause
  Bloomberg
• Trump U-Turn Halts the ‘Sell Everything American’ Trade, but the Fallout Remains
  WSJ
• Trump Blinks on Tariffs, Again, for Now
  WSJ
• Trump Pauses ‘Reciprocal’ Tariffs, but Hits China Harder
  WSJ
• Where Trump’s Tariffs Stand Now
  WSJ
• Trump Pressures Holdout GOP Lawmakers to Back Tax Plan
  WSJ
• Why did Donald Trump buckle?
  FT
• An apology to the bond vigilantes
  FT
• Ukraine says more than 150 Chinese nationals fighting for Russia
  FT

Afternoon

• Trump announces 90-day tariff pause for at least some countries
  CNBC
• Live updates: Stocks surge after Trump announces 90-day pause on tariffs but raises taxes on China
  AP
• Trump pauses tariffs on most nations for 90 days, raises taxes on Chinese imports
  AP
• Trump Pauses Higher Duties on Most Nations, Hikes China Rate
  Bloomberg
• China Cautions Citizens Against Traveling to US Amid Trade Rift
  Bloomberg
• Trump Authorizes 90-Day Pause on Reciprocal Tariffs
  WSJ
• Ukraine Counts More Than 150 Chinese Citizens Fighting for Russia
  WSJ

General

• Dow futures tumble as China hits back at Trump’s tariffs: Live updates
  CNBC
• Treasuries Selloff Ramps Up as Investors Spurn US Long-End Bonds
  Bloomberg
• Asian shares deepen losses after another Wall St retreat as tariffs due to take effect
  AP
• Gold gains ground as dollar wavers on tariff jitters
  Reuters
• European Stocks Sink as China Hits Back With 84% Tariffs on US
  Yahoo/Bloomberg
• BOE Warns Risk of ‘Further Sharp Corrections’ in Markets Is High
  Yahoo/Bloomberg
• Oil slides nearly 4% as US kicks off 104% tariffs on China
  Yahoo/Reuters
• Yuan falls to 2007 lows as US tariffs on China kick in
  Yahoo/Reuters
• Live updates: China raises retaliatory tariff on the US to 84%
  AP
• China adds US companies to lists for export control, unreliable entities
  Yahoo/Reuters
• EU slaps tariffs on US trucks, cigarettes and ice cream to target Trump’s red states
  Politico
• Treasury's Bessent says economy "in pretty good shape" amid market rout
  Axios
• China launches massive tariff retaliation on U.S. goods
  Axios
• Trump’s new reciprocal tariffs take effect on imports from around the world
  CNBC
• Trump says US will soon announce tariffs on pharmaceutical imports
  Yahoo/Reuters
• Is China dumping US treasuries?
  Investing.com
• Scoop: A dozen House Republicans mull defying Trump on tariff bill
  Axios
• Trump says he told TSMC it would pay 100% tax if it doesn't build in US
  Yahoo/Reuters
• Trump tariff war puts UK financial stability at risk, Bank of England warns
  Politico
• US 10-year yield won't dance to Bessent's tune: McGeever
  Reuters
• Analysis-Individual investors flood advisers with calls, but stay in the market
  Yahoo/Reuters
• Beijing rejects Ukraine’s claim significant numbers of Chinese troops are fighting alongside Russia
  AP
• China Raises Tariffs on US Goods to 84% as Trade Rift Worsens
  Bloomberg
• Trump-Xi Standoff Upends Global Trade With Neither Side Budging
  Bloomberg
• Bessent Sees ‘Normal Deleveraging’ in Bonds, Warns China on Yuan
  Bloomberg
• The Many Reasons US Bonds Are Falling Despite Haven Status
  Bloomberg
• Brutal Week Sees Junk Debt Refinancing Costs Double in 2025
  Bloomberg
• UK Borrowing Costs Hit Highest Since 1998 Amid Global Bond Rout
  Bloomberg
• Treasuries Selloff Sends Long-Term Yields Soaring Worldwide
  Bloomberg
• Trump Tariffs Take Effect Hiking Trade Levies to a 100-Year High
  Bloomberg
• A Severe Test Lies Ahead for the Federal Reserve
  Bloomberg
• Shadow Banks Are Too Big to Stay in the Shadows
  Bloomberg
• China Drives Record Gold ETF Inflows as Trade War Deepens
  Bloomberg
• Tech Risks Pile Up as ‘Treacherous’ Antitrust Looms Over Stocks
  Bloomberg
• US Raises Charges on Small Parcels, Targeting Chinese Retailers
  Bloomberg
• Vance’s ‘Chinese Peasants’ Remarks Get Sharp Rebuke From Beijing
  Bloomberg
• US Chaos Is Catnip for Wannabe Autocrats Around the World
  Bloomberg
• U.S. Bond Sell-Off is Another Worrisome Echo of the Liz Truss Fiasco
  NYT
• China Condemns American ‘Protectionism’
  NYT
• ‘Explosive’ Markets Raise Uncertainty About Tariff Endgame
  NYT
• ‘Totally Silly.’ Trump’s Focus on Trade Deficit Bewilders Economists.
  NYT
• China Has Readied a Trade-War Arsenal That Takes Aim at U.S. Companies
  WSJ
• U.S.-China Brawl Takes Center Stage in Global Trade War
  WSJ
• Trump’s Tariffs Put Fed Chair Powell in a ‘No-Win Situation’
  WSJ
• A Step-by-Step Look at How Trump’s New Tariffs Will Be Implemented
  WSJ
• China Looks to Forge Closer Trade Ties With Neighbors
  WSJ
• Student Visas Are Being Revoked Without Reason or Warning, Colleges Say
  WSJ
• US Treasuries sell-off deepens as ‘safe haven’ status challenged
  FT
• Top ECB policymaker warns ‘worst-case scenarios’ are materialising
  FT
• Donald Trump defies market tumult and pushes ahead with trade war
  FT
• The American deal machine is sputtering
  FT

Tuesday, April 8, 2025

Evening

• Stock futures fall as tariff fears cause a four-day S&P 500 rout of 12%: Live updates
  CNBC
• Stocks Hit by Wild Volatility on US-China Threats: Markets Wrap
  Yahoo/Bloomberg
• Oil Slumps Below $60 as US Plan for China Tariffs Roils Outlook
  Yahoo/Bloomberg
• Xi’s No. 2 Says China Is Equipped to Fight Trump’s Tariff Hikes
  Yahoo/Bloomberg
• White House keeps world guessing as clock ticks down to Trump’s new tariffs
  AP
• What would a US-China trade war do to the world economy?
  BBC
• Trump’s latest round of tariffs are poised to go into effect. Here’s what we know
  AP
• Consumer sentiment plunged on Monday amid tariff chaos
  Axios
• Trump fails to sway many House GOP holdouts as his ‘big’ bill of tax breaks and spending cuts stalls
  AP
• Trump says US taking in $2 billion a day from tariffs
  Yahoo/Reuters
• Fed's Daly sees time to tread slowly, carefully on policy
  Yahoo/Bloomberg
• Mortgage rates slingshot higher as tariff uncertainty roils markets
  CNBC
• EU seeks China’s help to contain Trump’s trade war
  Politico
• Judge says White House can’t ban AP from Oval Office, Air Force One
  CNBC
• "Boys will be boys," White House says, as Musk calls Navarro "moron"
  Axios
• Treasury-Yield Surge Stokes Fear of Next Big Basis-Trade Unwind
  Bloomberg
• Muni Sales Delayed as Yields Surge 58 Basis Points in Two Days
  Bloomberg
• Tariffs Turbocharge Collapse of Favored Hedge-Fund Rates Bet
  Bloomberg
• Cracks Are Forming in CLO Market as ETFs on Record Selling Spree
  Bloomberg
• Tariffs Leave Central Banks Out in the Cold
  Bloomberg
• Republicans Fracture Over How Much Debt to Run Up for Tax Cuts
  Bloomberg
• US Tariffs Are Making China Great Again
  Bloomberg
• Wall Street Bursts With Anger Over Tariff ‘Stupidity’
  NYT
• Stocks Are in Turmoil, but Treasury Yields Are Stubbornly High
  WSJ
• The Dip-Buyers Braving the Market During Stocks Carnage
  WSJ
• Why Musk vs. Navarro Matters
  WSJ
• Quant hedge fund Renaissance suffers steep losses in tariff tumult
  FT
• US Treasuries drop for second straight day after disappointing $58bn auction
  FT
• Avoiding Kindleberger’s Trap
  FT

Afternoon

• Stock Rally Eases With Trade-Deal Hopes in Focus: Markets Wrap
  Yahoo/Bloomberg
• Crude Oil Fluctuates as Traders Take Stock of Growth Outlook
  Yahoo/Bloomberg
• Analysis-How Trump's policy risk is showing in Treasury bonds
  Yahoo/Reuters
• US Tariff Revenue Gains Seen as Undercut by Declining Trade
  Yahoo/Bloomberg
• Fed's Goolsbee: 'way bigger' than expected tariffs pose inflation risks
  Yahoo/Reuters
• Gold ETFs drew largest inflow in three years in Q1, says WGC
  Yahoo/Reuters
• Summers Warns US Likely Headed to Recession, 2 Million Jobless
  Bloomberg
• JPMorgan Sees More Pain Ahead for Junk and Private Lender Bonds
  Bloomberg
• ‘My Bad’: Bill Ackman Lays Bare Wall Street’s Big Fail on Trump
  Bloomberg
• Donald Trump to proceed with extra 50% tariff on China as trade war escalates
  FT
• The Treasury basis trade rears its head again
  FT
• Investors lose $25bn in leveraged ETFs in sector’s biggest meltdown
  FT
• Trump’s tariffs will damage the world
  FT

General

• Stocks Recover as Japan Sets Tone for Trade Deals: Markets Wrap
  Yahoo/Bloomberg
• Sudden sell-off shakes US bond market
  Yahoo/Reuters
• Oil’s Plunge Pauses as Traders Take Stock of Growth Outlook
  Yahoo/Reuters
• Treasury Secretary Bessent says China’s escalation was ‘big mistake,’ country playing with ‘losing hand’
  CNBC
• China Vows ‘Fight to the End’ on Tariffs as It Props Up Markets
  Yahoo/Bloomberg
• China censures Trump tariff 'blackmail' as market turmoil eases
  Reuters
• Limited options push China into trade 'war of attrition' with Trump
  Reuters
• US small business confidence drops, economic outlook dims
  Yahoo/Reuters
• As China and the US spar, countries brainstorm over how to cope with the trade war
  AP
• Fed's Goolsbee says there's a lot of anxiety over tariffs
  Yahoo/Reuters
• Clothing retailers delay orders, freeze hiring as tariffs hit
  Yahoo/Reuters
• Behind the Curtain: Trump vs. tech titans
  Axios
• Growing opposition from House conservatives threatens to derail Trump’s agenda
  The Hill
• Trump, Hegseth Tout $1 Trillion US Defense Budget
  Yahoo/Bloomberg
• China state firms vow to boost share purchases to calm markets
  Reuters
• Taiwan activates $15 billion stock stabilisation fund after precipitous falls
  Yahoo/Reuters
• Trump says US and Iran set for direct nuclear talks; Tehran says they will be indirect
  Reuters
• China condemns JD Vance’s ‘peasants’ jibe
  Politico
• ECB's Nagel says global growth deteriorated 'massively'
  Reuters
• BOE Tells Banks to Watch Out for Liquidity Risk as Tariffs Hit Markets
  Bloomberg
• Trump’s Tariff Chaos Becomes $700 Billion Storm for Big Banks
  Bloomberg
• Traders Bet ‘Insane’ Currency Volatility Is Here to Stay
  Bloomberg
• Covid-Level Fear Grips Silicon Valley After Tariff Turmoil Delays IPOs
  Bloomberg
• Shaking Faith in US Safe Havens Is a Dangerous Gamble
  Bloomberg
• Trump’s Tariffs and China Collide to Shock the $115 Trillion Global Economy
  Bloomberg
• Markets Remain on Edge Despite Relief Rally in Asian Equities
  Bloomberg
• PBOC Vows Funding Support to Sovereign Fund to Stabilize Market
  Bloomberg
• Griffin Calls Tariffs ‘Huge’ Mistake Hurting Middle Class
  Bloomberg
• China Says It Will ‘Fight to the End’ After Trump Threatens More Tariffs
  NYT
• Trump Tariffs May Rewire Market Psychology
  NYT
• Market Chaos Could Inflict Its Own Economic Damage
  NYT
• Monday’s Jump in 30-Year Treasury Yields Suggests Doubts Over Safety of U.S. Assets
  WSJ
• China Eases Grip on Yuan With Fixing Past 7.2 to the Dollar
  WSJ
• Lutnick’s Strategy Flummoxes Business Leaders and White House Aides
  WSJ
• EU Response to Trump’s Tariffs Could Come as Early as Next Week
  WSJ
• How Tariff Damage Spreads, Auto Edition
  WSJ
• Panama Casts Doubt on BlackRock Canal Ports Deal Touted by Trump
  WSJ
• Americans Have $35 Trillion in Housing Wealth—and It’s Costing Them
  WSJ
• China vows ‘fight to the end’ after Trump threatens extra 50% tariff
  FT
• Jay Powell’s tariff dilemma: defend the economy or contain inflation
  FT
• BoE asks banks whether clients have funding problems after Trump-induced market rout
  FT
• US tariffs threaten almost $2tn of investment pledges by global companies
  FT
• Trump has no idea what he has unleashed
  FT
• Singapore warns end of free trade era ‘very hostile’ for small nations
  FT
• Arctic sea ice hits record March low as global powers eye shipping routes
  FT

Monday, April 7, 2025

Evening

• Asian Traders Brace for Swings as US Futures Rise: Markets Wrap
  Yahoo/Bloomberg
• Bond Market Turbulence Lifts 30-Year Yield Most Since March 2020
  Yahoo/Bloomberg
• EM Stocks Erase 2025 Gain as Tariffs Fuel Worst Day in 17 Years
  Yahoo/Bloomberg
• ‘The World Is Different Now’: Market Convulsions Hit Wall Street
  Yahoo/Bloomberg
• The 7-minute $2.5 trillion stock rally confounds wary investors
  Yahoo/Bloomberg
• Trump Says No Pause on Tariffs, But Open to Negotiations
  Yahoo/Bloomberg
• EU agonizes over using its trade ‘bazooka’ to hit back at Trump’s mega tariff
  Politico
• Trading Day: Trump's tariff wrecking ball still swinging
  Yahoo/Reuters
• US Consumer Borrowing Unexpectedly Declines in Broad Pullback
  Yahoo/Bloomberg
• Trump’s Tariffs and China Collide to Shock the $115 Trillion Global Economy
  Bloomberg
• Global Finance Upended by Trump Tariff Reckoning Few Saw Coming
  Bloomberg
• Republicans Warm to Millionaire Tax Hike to Pay for Levy Cuts
  Bloomberg
• US Is Quietly Revoking Student Visas From Harvard to Stanford
  Bloomberg
• Top White House Adviser Indicates Offers From Trading Partners Won’t Convince Trump to Retreat
  NYT
• Jamie Dimon Warns Tariffs Could Increase Inflation and Weigh on Growth
  NYT
• Trump Turns Screws on China, Leaves Door Open to Deals With Other Countries
  WSJ
• U.S. Stock Meltdown Gives Way to Global Rout
  WSJ
• Why Trump Wants Tariffs
  WSJ
• Canada’s Economy Is Starting to Crack Under Trade-War Pressure
  WSJ
• US government debt sells off as hedge funds cut down on risk
  FT
• BlackRock’s Larry Fink warns US economy is ‘weakening as we speak’
  FT

Afternoon

• US Bonds Stumble as Traders Debate Just How Much the Fed Can Cut
  Yahoo/Bloomberg
• Wall Street 'fear gauge' flashes red as stocks extend selloff
  Yahoo/Reuters
• Markets Worldwide Convulse as Tariff Headlines Sow Confusion
  Yahoo/Bloomberg
• Emerging Assets Plunge as Trump Tariffs Roil Markets
  Yahoo/Bloomberg
• Chinese Stocks Suffer ‘Panic Selling’ as Tariff War Escalates
  Yahoo/Bloomberg
• Oil extends losses as Trump threatens more tariffs on China
  Yahoo/Bloomberg
• Trump threatens more tariffs on China as global markets plunge
  AP
• Trump threatens new 50% tariffs on China if Beijing doesn’t remove retaliatory duties: Live updates
  CNBC
• Frustrated World Leaders Wonder If Trump Even Wants a Deal
  Yahoo/Bloomberg
• Nations puzzle over how to respond to US trade war as global markets gyrate
  AP
• Swollen rivers are flooding towns in the US South after a prolonged deluge of rain
  AP
• Trump’s economic team faces flood of tariff critiques — even from top White House allies
  Yahoo Finance
• Peter Navarro says Vietnam’s 0% tariff offer is not enough: ‘It’s the nontariff cheating that matters’
  CNBC
• Fed's Kugler: making sure inflation doesn't rise is priority
  Yahoo/Reuters
• Pressure on Fed and Powell rises as Wall Street rate cut bets mount
  Yahoo Finance
• Wall Street Titans Blast Trump’s Tariffs With Markets Roiled
  Yahoo/Bloomberg
• Trade War Boosts Inflation Expectations, Bank of Canada Says
  Yahoo/Bloomberg
• Trump adviser Navarro dismisses Musk as 'car assembler' after tariff comments
  Yahoo/Reuters
• Trump Threatens 50% More China Tariffs, Teases Talks With Others
  Bloomberg
• Market Chaos Puts Wall Street on Alert for US Funding Strains
  Bloomberg
• Black-Swan Hedges Are Soaring in the Global Market Turbulence
  Bloomberg
• US Hits Canada Lumber With 34% Duties Even Before Trump Tariffs
  Bloomberg
• Trump’s Trade War Is Driving US Into Recession, Canada’s Carney Says
  Bloomberg
• Navarro: Donald Trump’s tariffs will fix a broken system
  FT
• Republicans Fracture on Trump’s Tax Bill
  WSJ
• Trump Is Trashing America’s Reputation
  WSJ
• Billionaire financiers lambast Donald Trump’s tariffs
  FT
• A market rout made in the White House
  FT
• Bill Ackman’s main fund drops 15% this year as he criticises Donald Trump’s policies
  FT

General

• Dow is down 800 points in wild session after 1,700-point loss earlier in session: Live updates
  CNBC
• Panic Monday: World stock markets plunge again as Trump doubles down on tariffs
  AP
• Emerging Stocks Sink Most Since 2008 as Tariff Turmoil Deepens
  Yahoo/Bloomberg
• Asian Stocks Tumble Most Since 2008 on Global Recession Worries
  Bloomberg
• China stocks sink on trade war fears; Hong Kong dives 9%
  Reuters
• Chinese Markets Reel as Trade War Fuels Growth Slowdown Fears
  Bloomberg
• European Stocks Slide to January 2024 Lows as Defense Plunges
  Yahoo/Bloomberg
• Crypto’s Trump Rally Evaporates as Tariffs Savage Riskier Assets
  Yahoo/Bloomberg
• Oil drops to four-year low, metals fall on recession fears
  Yahoo/Reuters
• VIX Surge Indicates ‘Panic’ as Stock Rout Accelerates Globally
  Bloomberg
• Trump digs in his heels as global markets keep dropping over tariffs
  AP
• Trump compares global tariffs and market reaction to taking medicine
  Politico
• Trump denies engineering market sell-off, says you have to "take medicine"
  Axios
• Behind the Curtain: Trump's dark opening to Golden Age
  Axios
• Defiant Trump vows to stay course as countries scramble over tariffs
  BBC
• Trump again calls on 'slow moving' Fed to cut rates as markets continue tumble
  Yahoo Finance
• Jamie Dimon Says Tariff Policy Issues Must Be Resolved Quickly
  Yahoo/Bloomberg
• Bill Ackman warns Trump is losing business leaders' confidence
  Yahoo/Reuters
• China accuses US of unilateralism, protectionism and economic bullying with tariffs
  AP
• South Korea to prepare support measures as US tariffs loom
  Yahoo/Reuters
• Taiwan stocks plummet, exchange to take more stabilisation steps if needed
  Reuters
• Europe’s new war with Russia: Deep sea sabotage
  Politico
• Xi Switches to Fighting Mode as Trump Trade Deal Looks Unlikely
  Bloomberg
• Hedge Funds Log Historic One-Day Stock Selloff in Market Rout
  Bloomberg
• Dudley: Stagflation Is Now America’s Best-Case Scenario
  Bloomberg
• Price Hikes Are Already Rolling in From Tariff-Hit Businesses
  Bloomberg
• Dollar Funding Demand Grows as Risk Aversion Rattles Markets
  Bloomberg
• China’s Central Bank Buys Gold for Fifth Month as Prices Rally
  Bloomberg
• Asia Credit Gauge Flashes Most Concern Since Early Pandemic
  Bloomberg
• Trump’s Tariffs May Cause a Disastrous Trifecta
  Bloomberg
• Wall Street Thought Trump Was One of Them. Wrong!
  Bloomberg
• Does Trump Have an ‘Off Ramp’?
  NYT
• Europe Is Ready to Make Its First Countermove to Trump Tariffs
  NYT
• Trump’s Trade War Raises Bar for Fed Rate Cuts
  NYT
• Trump, Unbowed, Is Enacting Change on Scale Rarely Seen Before
  WSJ
• Wall Street Starts to Speak Out Against Trump’s Tariffs
  WSJ
• Jamie Dimon Warns Tariffs Will Raise Prices, Slow Growth
  WSJ
• Trump Says Tariffs Are Reciprocal. They Aren’t.
  WSJ
• Chip Stocks Plunge as Tariff Rout Intensifies
  WSJ
• What Is VAT? The Tax Trump Hates and the Rest of the World Won’t Give Up
  WSJ
• Behind the Legal Battle of the Man Sent to Salvadoran Prison in Error
  WSJ
• Hedge funds hit with steep margin calls
  FT
• Markets could get a lot worse — and quickly
  FT
• China reserves firepower for Trump trade battle
  FT
• The Fed shouldn’t try to save the world from Trump tariffs
  FT
• Pete Hegseth to visit Panama as US raises pressure over canal
  FT
• Trump chaos is alienating Republicans
  FT
• Friedrich Merz warns of ‘dramatic’ impact of US tariffs on German economy
  FT
• Why the US mortgage market is addicted to big government
  FT
• Trump tariffs risk large euro-area ‘demand shock’, central banker warns
  FT

Sunday, April 6, 2025

Evening

• Dow futures fall 1,500 points Sunday as Trump tariff market rout escalates: Live updates
  CNBC
• U.S. crude oil falls below $60 a barrel to lowest since 2021 on tariff-fueled recession fears
  CNBC
• Live Update: Markets React to US Tariffs, China Retaliation
  Bloomberg
• Bitcoin last down 5% at $78,892.92
  Yahoo/Reuters
• Trump says he’s not backing down on tariffs, calls them ‘medicine’ as markets reel
  AP
• Summers Warns of More Turbulence After $5.4 Trillion Rout
  Yahoo/Bloomberg
• US investors braced for more volatility, bumps ahead of Monday trading open
  Yahoo/Reuters
• Trump’s finance chief rejects US recession fears
  Yahoo/Telegraph
• Rising rivers threaten US South and Midwest after dayslong torrent of rain
  AP
• Billionaire investor Stanley Druckenmiller: ‘I do not support tariffs exceeding 10%’
  CNBC
• Bill Ackman warns Trump to call a time-out on trade war: ‘This is not what we voted for’
  The Hill
• Trump Digs In on Tariffs, Says Deals Hinge on Even Trade Balance
  Bloomberg
• Trump Team Rejects Market Fears, Projecting Defiance on Tariffs
  Bloomberg
• Treasuries Star as a Haven Even as Trump Fans Stagflation Fears
  Bloomberg
• Yuan Devaluation Market Chatter Gets Louder as Trade War Worsens
  Bloomberg
• Xi Has A Plan to Ease Tariff Pain. What About Trump?
  Bloomberg
• Brazil Central Bank Head Meets With Bankers as a Lender Teeters
  Bloomberg
• After a Blowout Week, Wall Street Decision Makers Brace for More Chaos
  NYT
• Canaries in the Trump Tariff Mine
  WSJ
• Calling Trump’s Bluff on ‘Reciprocal’ Tariffs
  WSJ
• Trump Golfs, Fires Off Social Media Posts as Markets Convulse
  WSJ
• A Good Man for U.S. Manufacturing Is Hard to Find
  WSJ
• Big investors look to sell out of private equity after market rout
  FT

Afternoon

• Trump administration to markets: Don't expect a rescue
  Axios
• Market crash not part of Trump’s strategy, says top White House economic advisor
  CNBC
• Rising rivers threaten US South and Midwest after barrage of rain and tornadoes
  AP
• Over 50 nations want to start trade talks with US after tariffs, Trump officials say
  Reuters
• Trump’s tariffs were expected to boost the dollar, but recession fears are dragging it down
  CNBC
• Trump’s Tariffs Are a Major Legal Question
  WSJ
• Trump Is Going After Universities’ Federal Funding. Here’s What to Know.
  WSJ
• Trump officials vow to stay the course on tariffs despite market turmoil
  FT
• EU leaders seek united response to Donald Trump’s tariffs
  FT

General

• At least 16 dead in flooding and tornadoes as storms slash from Texas to Ohio
  AP
• US starts collecting Trump's 10% tariff, smashing global trade norms
  Reuters
• EU seeks unity in first strike back at Trump tariffs
  Reuters
• Trump just blew up America's China policy
  Axios
• Bessent Strikes Defiant Tariff Tone as He Rejects US Recession
  Bloomberg
• China Has Already Trade-War-Proofed Its Economy
  Bloomberg
• Malaysia Pushes for Coordinated Southeast Asia Tariff Response
  Bloomberg
• This Marco Rubio Is Unrecognizable
  Bloomberg
• Small Businesses Face a ‘Tornado’ of Challenges: Cuts, Freezes and Now Tariffs
  NYT
• Will Trump’s Sweeping Tariffs Withstand the Courts?
  WSJ
• Companies Building New Factories Brace for Higher Costs
  WSJ
• China Wanted to Negotiate With Trump. Now It’s Arming for Another Trade War.
  WSJ
• In Vietnam’s Streets and Factories, Boom Built on U.S. Trade Suddenly Looks Fragile
  WSJ
• Tariffs spark US junk bond sell-off as recession risk mounts
  FT
• Donald Trump and the long history of ‘sticky’ US tariffs
  FT
• China investigates ‘princeling’ amid crackdown on finance industry
  FT
• Poland warns Donald Trump against ‘historical mistake’ over Russian expansion
  FT
• A dark hour for American science
  FT

Saturday, April 5, 2025

General

• Trump goes all in with bet that the heavy price of tariffs will pay off for Americans
  AP
• More torrential rain and flash flooding expected in heavily waterlogged South and Midwest
  AP
• From Ray-Bans to wigs, US buyers may see unexpected price hikes
  Yahoo/Bloomberg
• The many ways Trump world is explaining the market's tariff tantrum
  Yahoo Finance
• Trump's tariffs are a nightmare for companies big and small
  Axios
• Tariffs bring overnight economic chaos
  Axios
• America the victim
  Axios
• A timeline of US-China tit-for-tat tariffs since Trump’s first term
  AP
• Trump says China ‘played it wrong’ as stocks crash
  Yahoo/Telegraph
• ECB's Schnabel says 'dramatic surge' in uncertainty may get worse
  Yahoo/Bloomberg
• Oil Price in Freefall Reorders Global Energy Landscape
  Yahoo/Bloomberg
• Canada says its friendship with the US is ‘over.’ Now what?
  Politico
• How Trump cost America the world
  Politico
• Trump’s Trade War Is Setting Up the Next Big Debt Default Wave
  Bloomberg
• Trump’s 10% Baseline Tariff on Most US Imports Takes Effect
  Bloomberg
• ECB’s Schnabel Says Trump’s Onslaught May Mark End of Free Trade
  Bloomberg
• Trump Promised a Manufacturing Boom. Industries Are Not So Sure
  Bloomberg
• The Fed Isn’t Rushing to Save the Markets This Time
  NYT
• A Tariffs Cheat Sheet
  NYT
• Investors Recoil From Trump’s Pledge to Remake the Global Economy
  NYT
• Republicans Like to Cut Taxes. With Tariffs, Trump Is Raising Them.
  NYT
• Trump’s Tariffs Wipe Out Over $6 Trillion on Wall Street in Epic Two-Day Rout
  WSJ
• Americans Were Souring on Trump’s Economic Plans Even Before Tariff Bloodbath
  WSJ
• Republicans Grin and Bear It as Businesses Beg for Tariff Relief
  WSJ
• Republicans Advance Trump’s Tax Cuts After Late-Night Session
  WSJ
• Trump Owns the Economy Now
  WSJ
• U.S. Tariffs Make Xi Jinping’s Day
  WSJ
• ‘Fewer Choices and Higher Prices’: The Supply Chain of the Future
  WSJ
• Trump’s Trade Broadside Puts Chinese Economy Under Heavy Pressure
  WSJ
• What Lies Ahead for the U.S. Economy? Brexit Offers Clues
  WSJ
• The Peril of Trump’s Tariffs for America’s Auto Titans
  WSJ
• Trump Administration Weighs New Bailout for U.S. Farmers
  WSJ
• How Right Wing Influencer Laura Loomer Targeted Top Security Officials
  WSJ
• Hedge funds hit with steepest margin calls since 2020 Covid crisis
  FT
• Tariff deals with foreign governments not a priority for Donald Trump, say US officials
  FT
• Corporate America fears wrath of Trump as it mulls tariffs response
  FT
• Taiwan’s top security official arrives in US for secret talks
  FT