Daily News Links

8490 posts

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

Friday, May 23, 2025

General

• Stocks tumble as Trump threatens new tariffs against the EU and Apple: Live updates
  CNBC
• Oil Extends Weekly Slump as Trump Floats 50% Tariff on the EU
  Yahoo/Bloomberg
• Platinum Climbs to Two-Year High as it Heads for 10% Weekly Gain
  Yahoo/Bloomberg
• Trump recommends 50% tariff on European Union starting June 1
  CNBC
• Trump threatens "straight 50%" tariff on European Union
  Axios
• Trump says a 25% tariff ‘must be paid by Apple’ on iPhones not made in the U.S.
  CNBC
• Trump re-escalates trade threats, aiming at Apple, European Union
  Yahoo/Reuters
• Trump's chaotic tariff war, and how it has evolved
  Reuters
• US debt limit nail-biter looms as Senate ponders Trump tax bill
  Yahoo/Bloomberg
• Trump Calls Japan’s Ishiba Ahead of Latest Tariff Talks
  Yahoo/Bloomberg
• US Tariff Countdown Has Nations Racing to Turn Talks Into Deals
  Yahoo/Bloomberg
• Senior US-China Officials Vow to Keep Communication Lines Open
  Yahoo/Bloomberg
• Japan’s core inflation climbs to 3.5%, highest in more than 2 years
  CNBC
• China 50-Year Bond Yields Rise in Auction, First Time Since 2022
  Yahoo/Bloomberg
• US Long-Term Borrowing Costs Surge Over Deficit Concerns
  Bloomberg
• Trump’s Fannie, Freddie Pitch: Who Stands to Win or Lose
  Bloomberg
• Harvard’s Foreign Students Are Stunned and Devastated by Trump’s Ban
  Bloomberg
• Summers Slams Trump’s Move Against Harvard as ‘Stuff of Tyranny’
  Bloomberg
• Lagarde Says International Trade Will Never Be the Same
  Bloomberg
• Japan’s Top Life Insurer Says Unrealized Bond Losses Tripled
  Bloomberg
• Taiwan Life Head Loses Sleep on FX, Plans on New Reserves Rule
  Bloomberg
• Republicans Harness Tax Code to Punish Trump’s Political Nemeses
  NYT
• G7 Finance Ministers Show Unity in Support of Ukraine Against Russia
  NYT
• Bond Market to Washington: We’ll Make You Pay
  WSJ
• Rooftop Solar Takes Gut Punch in House Tax Bill
  WSJ
• Harvard Sues Trump Administration to Stop Block of International Students
  WSJ
• Trump warns of 50% tariff on EU imports from next month
  FT
• US debt fears put dollar on track for worst week since tariffs sell-off
  FT
• Tett: Trump’s ‘big, beautiful’ budget is spooking investors
  FT
• US-China trade war is pushing Asian nations to pick sides, ministers warn
  FT
• Supreme Court signals it could shield Federal Reserve from Donald Trump
  FT
• Donald Trump’s slapdown diplomacy
  FT

Evening

• Stocks little changed as elevated Treasury yields weigh on sentiment: Live updates
  CNBC
• Oil Set for Weekly Drop as OPEC+ Weighs Another Big Supply Hike
  Bloomberg
• The bond market is shaking Wall Street again, this time because of worries about tax cuts
  AP
• Crippling Clean-Energy Tax Credits Won’t Fly, GOP Senators Say
  Yahoo/Bloomberg
• Trump administration bars Harvard from enrolling foreign students
  AP
• A Guide to Trump’s Tax Cuts: What’s in His ‘Big, Beautiful’ Bill
  Bloomberg
• Trump’s tax bill triumph could be a poisoned chalice for Republicans
  FT

Thursday, May 22, 2025

Afternoon

• Stocks rebound on Thursday as yields back off recent highs: Live updates
  CNBC
• Oil Extends Decline as OPEC+ Considers Another Output Surge
  Yahoo/Bloomberg
• Why the bond market is barfing
  Axios
• U.S. Treasury yield spike has investors rethinking the rest of the world
  CNBC
• Here’s the late changes Republicans made to Trump’s big bill
  AP
• US existing home sales unexpectedly fall in April
  Yahoo/Reuters
• US business activity improves in May; inflation poised to accelerate sharply
  Yahoo/Reuters
• House budget bill effectively kills US clean energy boom
  Yahoo/Reuters
• G7 draft calls for tackling 'excessive imbalances' in global economy, Bloomberg reports
  Yahoo/Reuters
• Fed's Waller sees path to rate cuts later this year, Fox Business reports
  Yahoo/Reuters
• Japan’s rice crisis: Prices soar, supplies dwindle and a minister resigns
  AP
• National Weather Service Struggles With Staffing Cuts as Hurricane Season Begins
  WSJ
• U.S. Business Activity Growth Improves Despite Concerns on Prices
  WSJ
• The Japanese government bond market is in trouble
  FT
• Germany’s Friedrich Merz pledges to defend ‘every inch’ of Nato territory
  FT
• Droughts are major threat to Eurozone economy, warns ECB
  FT

General

• Stocks are flat as traders eye jumping bond yields: Live updates
  CNBC
• Oil Extends Decline as OPEC+ Considers Another Output Surge
  Yahoo/Bloomberg
• Bond Market Warns Trump, Congress on Dangers of Swelling Deficit
  Yahoo/Bloomberg
• House Republicans pass Trump’s big bill of tax breaks and program cuts after all-night session
  AP
• House passes Trump's "big, beautiful bill" after tense GOP talks
  Axios
• US filings for jobless aid, a proxy for layoffs, inch down modestly last week as uncertainty lingers
  AP
• JPMorgan's Dimon warns of US stagflation risk, Bloomberg News reports
  Yahoo/Reuters
• Trump says he's seriously considering taking Fannie Mae and Freddie Mac public
  Yahoo/Reuters
• Trump’s ‘Little Problem’ With Tim Cook Is a Big One for Apple
  Yahoo/Bloomberg
• After L.A. wildfires, Edison faces blowback over proposed rate hike
  Yahoo/LAT
• Trump Stages Another Oval Office Ambush, Lecturing Ramaphosa
  Yahoo/Bloomberg
• Long-Term Bond Yields Soar Globally on Fiscal Policy Fears
  Bloomberg
• Dimon Warns of US Stagflation Risk, Says Fed Right to Hold
  Bloomberg
• GOP Ends Clean Energy Credits Years Earlier in Revised Bill
  Bloomberg
• It’s Never Been Harder to Make It in Venture Capital
  Bloomberg
• Iran Gives ‘Serious Warning’ After Israeli Nuclear Strike Report
  Bloomberg
• The House Passed Trump’s Megabill. Bond Investors Are Worried.
  NYT
• Breaking Down What’s in the GOP Tax Bill
  WSJ
• House Passes Trump Tax Bill After Last-Minute Changes
  WSJ
• The Deficit Is Unsettling Bond Traders. Here’s How That Affects the Economy.
  WSJ
• The Fortress That China Built for Its Battle with America
  WSJ
• Private Credit Has a Problem: Too Much Money
  WSJ
• Trump Tells European Leaders in Private That Putin Isn’t Ready to End War, European Officials Say
  WSJ
• UK government borrowing hits £20.2bn in April
  FT

Wednesday, May 21, 2025

Evening

• Wall Street tumbles under the weight of rising Treasury yields and US debt worries
  AP
• Trading Day: Bond alarms ring louder
  Yahoo/Reuters
• Tepid demand for US Treasury auction shows investor jitters about tax bill, deficit
  Reuters
• Nike to raise prices by next week, to return to selling on Amazon, media reports say
  Yahoo/Reuters
• Things to know about ‘no tax on tips,’ Trump’s tax pledge that’s included in GOP budget bill
  AP
• Trump's Oval Office is a danger zone for world leaders
  Axios
• Trump Stages Another Oval Office Ambush, Lecturing Ramaphosa
  Yahoo/Bloomberg
• Stock Selloff to Hit Asia on US Deficit Concerns: Markets Wrap
  Bloomberg
• The Bond Market Is Getting Awfully ‘Yippy’ Again
  Bloomberg
• Prized Oval Office Visits With Trump Become Perilous Tests of Nerve
  Bloomberg
• Why China’s Fighter Jets Should Worry the US and Taiwan
  Bloomberg
• GOP Races to Overcome Final Hurdles in Passing Trump Tax Bill
  WSJ
• A Case of Bond Market Jitters
  WSJ
• Iran Holds Out for Nuclear Enrichment
  WSJ
• US government bonds drop as worries over Donald Trump’s tax bill flare up
  FT
• US Speaker hails $3tn Trump budget bill deal but Republican hardliners hold out
  FT

Afternoon

• S&P 500 dips, debt concerns in focus as Trump's tax bill faces overnight test
  Yahoo Finance
• Treasury Yields Jump After Weak $16 Billion Sale: Markets Wrap
  Bloomberg
• Dollar Hits One-Month Low as G-7 Stirs Fresh FX Policy Watch
  Yahoo/Bloomberg
• Oil pares price gains as rising US inventories outweigh Middle East supply fears
  Yahoo Finance
• Trump Tax Bill Threatened by Ultraconservatives After SALT Deal
  Yahoo/Bloomberg
• Bond market jitters rise on 'narrative shift' from positive tariff news to mounting US debt crisis
  Yahoo Finance
• Tariffs, inflation and leery customers are hitting retailers in different ways
  AP
• China says US trade talks important but multilateralism key to solution
  Yahoo/Reuters
• US to Keep China Chip Curbs, Spurning Nvidia’s Call for Relief
  Bloomberg
• Treasury Yields Climb, Auguring 5% Rate for 20-Year Bond Auction
  Bloomberg
• GOP Races to Overcome Final Hurdles in Passing Trump Tax Bill
  WSJ
• Johnson hails deal on $3tn Trump budget bill but Republican hardliners hold out
  FT
• Trump’s bill is big, but not beautiful
  FT
• Banks’ links to private credit could pose systemic risk, says Boston Fed
  FT
• Private equity founder warns retail investors risk being saddled with worst assets
  FT

General

• Stocks drop as bond rates move higher: Live updates
  CNBC
• 30-year Treasury yield tops 5%, 10-year hits 4.5% on deficit concerns
  CNBC
• Dollar Hits One-Month Low as G-7 Sparks Fresh FX Policy Watch
  Yahoo/Bloomberg
• Oil Climbs on Report That Israel Is Preparing to Strike Iran
  Yahoo/Bloomberg
• House GOP grinding ahead with Trump’s big tax cuts bill, but new report says it will add to deficit
  AP
• Trump's $4 trillion deficit bomb
  Axios
• GOP appears set to unveil a more generous SALT break in Trump’s 'big beautiful bill' as vote nears
  Yahoo Finance
• Trump Loses Patience With SALT Demand as Tax Bill Faces Snag
  Yahoo/Bloomberg
• Mortgage demand drops after interest rates jump to the highest level since February
  CNBC
• US mortgage rates rise to three-month high, slowing home demand
  Yahoo/Bloomberg
• China warns of legal consequences to those involved in US chip measures
  Yahoo/Reuters
• Mnuchin Flags US Budget Deficit as Bigger Worry Than Trade Gap
  Yahoo/Bloomberg
• UK inflation rises to its highest level since January 2024 after domestic bills spike
  AP
• Iran insists it will never stop enriching uranium as US says it must if a new deal is to be reached
  AP
• Fed’s Daly, Hammack Stress Wait-And-See Policy Approach
  Bloomberg
• Dudley: The Fed Should Prepare Markets for the Unexpected
  Bloomberg
• US-China Tensions Over Chips Risk Hurting Trade Truce, Dialogue
  Bloomberg
• Goldman Says Hedge Funds Cut Magnificent Seven, Bought China Stocks
  Bloomberg
• Tariffs Threaten Double Blow to Small US Banks
  Bloomberg
• Taiwan’s Central Bank Says It Let Currency Soar to Reset Market
  Bloomberg
• Private Equity Is Troubled, $1 Trillion Kuwait Fund’s Boss Warns
  Bloomberg
• Sputtering Iran-US Talks Revive Specter of Israeli Solo Strike
  Bloomberg
• Global Forest Loss Tops Record as Wildfires Drive Destruction
  Bloomberg
• Why the ‘Big, Beautiful’ Tax Bill Is Worrying Bond Investors
  NYT
• Trump Warns GOP Dissenters to Drop Objections on SALT, Medicaid
  WSJ
• Trump’s Economic Agenda Hinges on Tax Bill That Divides His Own Party
  WSJ
• Tariff wars ignore the win-win from comparative advantage in trade
  FT
• Corporate Japan warns of $28bn blow from US tariffs
  FT
• US life insurers’ offshore reinsurance liabilities breach $1tn
  FT

Tuesday, May 20, 2025

Evening

• S&P 500 futures are little changed after benchmark snaps six-day win streak: Live updates
  CNBC
• Trump Loses Patience With SALT Demand as Tax Bill Faces Snag
  Yahoo/Bloomberg
• Oil Surges on Report That Israel Is Preparing to Strike Iran
  Bloomberg
• Traders Brace for 10-Year Yield at 5% as Selloff Sours Risk Mood
  Bloomberg
• China’s Building Crash Is Rewinding 22 Years of Growth
  Bloomberg
• Donald Trump says $175bn ‘Golden Dome’ will be completed during his term
  FT

Afternoon

• S&P 500 set to snap six-day winning streak, Fed commentary in focus
  Reuters
• Oil Eases in Choppy Trade as Investors Await Clarity on Iran
  Yahoo/Bloomberg
• Trump on Capitol Hill implores divided Republicans to unify behind his big tax cuts bill
  AP
• Trump struggles to convince Republican holdouts in Congress visit to push tax bill
  Reuters
• Trump Pushes SALT Republicans to Abandon Further Cap Hike
  Yahoo/Bloomberg
• Trump expected to announce ‘Golden Dome’ space missile defenses that would cost billions
  AP
• House Budget Bill Creates Awkward Moment for Markets
  Bloomberg
• White House’s Miran Dismisses Inflation Risk From Tariff Hikes
  Bloomberg
• Trump Warns GOP Dissenters to Drop Objections on SALT, Medicaid
  WSJ
• Donald Trump pressures Republicans to pass ‘big, beautiful’ tax bill
  FT
• Turkey detains Istanbul officials in escalating opposition crackdown
  FT

General

• S&P 500 slips after benchmark index rises for sixth straight day: Live updates
  CNBC
• Japan Bonds Plunge as Weak Auction Adds to Fear Over BOJ Retreat
  Yahoo/Bloomberg
• Japan's super-long bond yields soar to records as market frets about demand
  Yahoo/Reuters
• Oil Swings as Iran Leader Throws Fresh Doubts Over Deal With US
  Yahoo/Bloomberg
• Trump is heading to Capitol Hill to persuade divided GOP to unify around his ‘big, beautiful’ bill
  AP
• Johnson offers $40,000 SALT deduction cap with income limits
  Axios
• Tornado-spawning storms threaten central U.S. after deadly outbreak
  Axios
• More severe weather pummels the central US as thousands recover from deadly tornadoes
  AP
• Japan is sticking to demand for US to eliminate tariffs, trade envoy says
  Yahoo/Reuters
• Dollar set for more weakness as 'Brand USA' falls further out of favor
  Reuters
• Citi CEO: Something 'deeper' is going on in financial markets right now
  Yahoo Finance
• ECB Sees Financial Stability Risks From Escalating Global Trade Tensions
  Yahoo/Bloomberg
• ECB's Escriva sees risks to global financial sector from U.S. trade policies
  Yahoo/Reuters
• Slow progress and no major breakthroughs dampen hopes for Russia-Ukraine peace deal
  AP
• Trump's call with Putin exposes shifting ground on Ukraine peace talks
  BBC
• EU, Britain go ahead with new Russia sanctions without waiting for Trump
  Reuters
• Iran’s supreme leader rejects US stance on uranium enrichment
  AP
• China cuts key rates to aid economy as trade war simmers
  Reuters
• China Ran Record Budget Deficit With Spending Blitz Amid Tariffs
  Yahoo/Bloomberg
• China Imports the Most Platinum in a Year as Squeeze Tightens
  Yahoo/Bloomberg
• SALT Agreement Remains Elusive for House GOP on Trump Tax Bill
  Bloomberg
• Florida's Real Estate Strength Is Turning Into a Weakness
  Bloomberg
• US Downgrade Sounds Alarm for Hong Kong Funds in Treasuries
  Bloomberg
• China Banks Cut Deposit Rates to Aid Margins, Drive Spending
  Bloomberg
• Japan’s 20-Year Bond Auction Gets Weakest Demand Since 2012
  Bloomberg
• Breaking Down What’s in the GOP Tax Bill
  WSJ
• America’s Fiscal Situation Threatens the Good Mood on Wall Street
  WSJ
• Radical Market Swings Leave Some in the Pension Crowd on Edge
  WSJ
• Donald Trump’s ‘big, beautiful’ tax bill heightens concerns over US debt
  FT
• Has Donald Trump abandoned Ukraine?
  FT
• Will Trump’s tariff climbdown save the US from recession?
  FT
• Iran’s supreme leader says he does not expect US talks to ‘yield results’
  FT
• Japan’s long-term borrowing costs hit record high on demand fears
  FT
• China’s Xi Jinping steps up calls for industrial self-sufficiency amid trade war
  FT

Monday, May 19, 2025

Evening

• Stocks, bonds and the dollar drift after the latest downgrade to the US government’s credit rating
  AP
• The real message of the Moody's downgrade
  Axios
• Two-hour Trump-Putin call ends without ceasefire
  Axios
• Europeans to pressure Russia with sanctions, Germany says
  Reuters
• Moody's downgrades JPM, BofA and Wells Fargo after US credit rating cut
  Yahoo/Reuters
• JPMorgan’s Dimon sees 'extraordinary amount of complacency' as markets recover from tariff shock
  Yahoo/Reuters
• Trade deals not expected at G7 meeting, joint statement must serve US priorities, source says
  Yahoo/Reuters
• LA Port Shipments Fell 30% in Early May After Trump Tariffs
  Yahoo/Bloomberg
• Tariff truce will not spark cargo boom at busiest US seaport, executive director says
  Yahoo/Reuters
• Fed's Powell has sounded the alarm for years about the nation's 'unsustainable' fiscal path
  Yahoo Finance
• Retail Traders Go on Record Dip Buying Spree, Calming a Jumpy Stock Market
  Bloomberg
• Dimon Warns Markets Are Underestimating Geopolitical, Inflation Risks
  Bloomberg
• Trump Hands Putin a Win With Retreat From Ukraine Peace Talks
  Bloomberg
• Trump Berates Companies for Warning About Tariff Price Increases
  NYT
• Trump Wants to Fulfill His ‘No Tax on Tips’ Promise. The Details Get Tricky.
  NYT
• Washington Deserved a Downgrade
  WSJ
• Trump-Putin Call Yields No Breakthrough on Ukraine Cease-Fire
  WSJ
• Donald Trump leaves Russia and Ukraine to settle war in talks
  FT

Afternoon

• US stocks, bonds and the dollar slip after the latest downgrade to the US government’s credit rating
  AP
• Trump’s big bill teeters as House conservatives demand more changes
  AP
• Trump Tax Bill Advances After Deal for Faster Medicaid Cuts
  Yahoo/Bloomberg
• Moody's downgrade rattles stocks but not Republicans pushing Trump's 'big beautiful bill’
  Yahoo Finance
• China Accuses US of Undermining Trade Talks With Warnings Against Huawei Chips
  Bloomberg
• Ray Dalio says the risk to U.S. Treasurys is even greater than what Moody’s is saying
  CNBC
• Vance: US ‘more than open to walking away’ from Ukraine-Russia talks
  Politico
• Moody’s Market Jolt Will Leave Its Mark
  Bloomberg
• Fed Officials Signal Possible Rate Hold Until at Least September
  Bloomberg
• Jim Millstein Says US Risks ‘Fiscal Disaster’ If Recession Hits
  Bloomberg
• Moody’s throws Trump a curve ball
  FT

General

• Stocks slide after U.S. debt downgrade highlights deficit risk: Live updates
  CNBC
• Treasury yields rise; stocks, dollar retreat after US downgrade
  Reuters
• Gold Gains as Dollar Slides Following Moody’s US Downgrade
  Yahoo/Bloomberg
• Asian shares slide and US futures and dollar drop after Wall Street’s winning week
  AP
• Republicans advance Trump’s ‘big, beautiful bill’ in unusual late-night vote
  The Hill
• Trump’s big bill advances in rare weekend vote as House conservatives negotiate changes
  AP
• CNBC Daily Open: Downgrade of U.S. credit rating adds new complication to U.S. stock market
  CNBC
• Options Traders Wary of Trump Treat China Rally With Caution
  Yahoo/Bloomberg
• JPMorgan says charge-offs in card portfolio could be higher in 2026
  Yahoo/Reuters
• Explainer-The 'triple A' sovereign bond club has shrunk
  Yahoo/Reuters
• Trump hopes for ceasefire progress in Russia-Ukraine war in Monday calls with Putin and Zelenskyy
  AP
• The UK and the EU hail new chapter as they ink new deals, 5 years after Brexit
  AP
• China’s April retail sales growth of 5.1% misses expectations as consumption remains a worry
  CNBC
• China struggles to lift home prices as April shows no growth
  Yahoo/Reuters
• Taiwan is not ruling out 'political warfare' by China, coast guard says
  Reuters
• Bond Investors Detect Trouble in US Debt Stripped of AAA Rating
  Bloomberg
• What the US Losing Its Last AAA Credit Rating Means
  Bloomberg
• Fed’s Bostic Flags Inflation Concerns, Sees One Cut This Year
  Bloomberg
• Florida’s Housing Market Softens as Climate-Related Costs Mount
  Bloomberg
• When a Neighborhood Floods, Foreclosures Often Follow
  Bloomberg
• Japan’s Ishiba Says Won’t Fixate on US Trade Talk Time Limits
  Bloomberg
• Iran Says Its Uranium Enrichment Is ‘Absolutely Non-Negotiable’
  Bloomberg
• The ‘Sell America’ Trade Makes a Comeback
  NYT
• The U.S. Under Trump: Alone in Its Climate Denial
  NYT
• The Stark Math on the GOP Tax Plan: It Doesn’t Cut the Deficit
  WSJ
• Will Anyone Take the Factory Jobs Trump Wants to Bring Back to America?
  WSJ
• America’s College Towns Go From Boom to Bust
  WSJ
• China’s Economy Feels the Sting From Trade War
  WSJ
• US borrowing costs top 5% after Moody’s downgrade
  FT
• Scott Bessent warns of maximum tariffs as US takes tougher line on trade talks
  FT
• Rise in loans to US non-bank financial groups raises systemic risk fears
  FT
• Climate disasters are raising risk of US home repossessions, warns research group
  FT
• Are Big Oil companies prepared for a prolonged market downturn?
  FT
• Putin thinks that time is on his side
  FT

Sunday, May 18, 2025

Evening

• Stock futures slide after U.S. debt downgrade highlights deficit risk: Live updates
  CNBC
• Prices will rise, Bessent says, as tariff pressure grows
  Axios
• House Speaker Mike Johnson stresses importance of Memorial Day deadline as ‘historic’ budget bill heads for revote
  CNBC
• Trump’s tariffs may mean Walmart shoppers pay more, his treasury chief acknowledges
  AP
• Donald Trump Plays Walmart CEO
  WSJ
• Putin’s Plan to Outlast Ukraine and the U.S.
  WSJ
• China Fills the U.S. Void in the Americas
  WSJ
• The markets are declaring tariff victory too soon
  FT
• Pro-EU centrist wins Romanian presidency in stunning reversal
  FT

General

• Wall St Week Ahead Retailers set to give tariff view as US stock market roars back
  Reuters
• Republicans split on US credit downgrade as party's tax bill lingers
  Reuters
• Analysis-Moody's downgrade intensifies investor worry about US fiscal path
  Reuters
• Trump warns Walmart: Don’t raise prices due to my tariffs but do eat the costs from those taxes
  AP
• Trump pushes US Federal Reserve for rate cuts, criticizes Powell
  Reuters
• ‘Money is tight when you’re a teacher’: Student loan borrowers brace for wage garnishment
  CNBC
• Trump says he will call Putin, then Zelenskyy, on Monday to push for Ukraine ceasefire
  AP
• Russia slams Ukraine with biggest drone attack of the war
  Politico
• New CLO Managers Are Pouring Into the Market
  Bloomberg
• Iran Vows to Uphold Pursuit of Peaceful Nuclear Energy
  Bloomberg
• Trump Attacks Walmart for Tariff-Related Price Increases
  WSJ
• The Ditch-America Trade Now Has Its Own Acronym: ABUSA
  WSJ
• U.S. Allies Are Still Waiting for Tariff Relief Even After Speedy China Truce
  WSJ
• Is a Condo Really Worth It Right Now? This Buyer Decided to Take the Plunge
  WSJ