Daily News Links

8490 posts

Saturday, April 19, 2025

General

• Can Trump fire Powell? The Supreme Court could make it easier.
  Yahoo Finance
• Inside Trump's tariff brain
  Axios
• It was supposed to be the best spring homebuying season in years. Then came the tariffs.
  Yahoo Finance
• Carney Vows Deeper Deficits to Fund Infrastructure, Tax Cut
  Yahoo/Bloomberg
• China Accelerates Budget Spending to Counter Tariff Woes
  Yahoo/Bloomberg
• US will abandon Ukraine peace push if no progress soon, Trump and Rubio say
  Reuters
• Putin declares Easter ceasefire in Ukraine, while Zelenskyy says Russian drone attacks continue
  CNBC
• Anxiety at US colleges as foreign students are detained and visas revoked
  BBC
• Risk of Financial Panic Tempers Trump on Firing Powell
  NYT
• Why the Bond Market Holds Sway Over Trump
  NYT
• The Trump Billionaires Who Run the Economy and the Things They Say
  NYT
• Why Big Law Firms Aren’t Standing Together Against Trump’s Assault
  NYT
• Trump Advisers Took Advantage of Navarro’s Absence to Push for Tariff Pause
  WSJ
• Tomatoes Become One of the First Everyday Casualties of Trade War
  WSJ
• Beijing Stokes Patriotic Fervor and Blames U.S. for Trade War
  WSJ
• Trump Is Taking On America’s Institutions but Resistance Is Building
  WSJ
• The Mild-Mannered Harvard President Who Became the Face of Resistance to Trump
  WSJ
• Donald Trump vs Mr Market
  FT
• German bonds rise with euro as investors head for Europe’s haven
  FT

Friday, April 18, 2025

Evening

• Hassett says Trump studying whether removing Powell is an option
  Yahoo/Bloomberg
• With inflation progress slow, Fed's Daly says rate cuts may need to wait
  Yahoo/Reuters
• Trump says Ukraine-Russia talks ‘coming to a head’ and ‘no one is playing’ him in push to end war
  AP
• Trump ranted to aides about washing his hands of Russia-Ukraine
  Axios
• Trump Wants to Upend the Fed. Here’s How the Central Bank Works.
  WSJ
• Trump to Replace Acting IRS Commissioner
  WSJ
• If Trump Delisted Chinese Stocks, Here’s How It Would Work
  WSJ
• Wall Street slashes stock market forecasts amid Trump tariff fears
  FT
• The flaky case for buying the dip
  FT

General

• Asian Stocks Edge Higher in Thin Holiday Trading: Markets Wrap
  Yahoo/Bloomberg
• Strange sell-off in the dollar raises the specter of investors losing trust in the US under Trump
  AP
• Trump’s attacks on Powell threaten the Fed’s independence. Here’s why it matters
  AP
• Trump amps up feud with Fed over rates, accuses Powell of 'playing politics'
  Reuters
• Trump suggests he can remove Fed Chair Powell and says he’s ‘not happy’ with him over interest rates
  AP
• Trump Moves to Levy Chinese Vessels in Widening Trade War
  Yahoo/Bloomberg
• Trump's United States of Emergency
  Axios
• Fed's Powell is an exemplary central banker, ECB's Villeroy says
  Yahoo/Reuters
• BOJ will keep raising rates if inflation on track, Governor Ueda says
  Reuters
• Japan's core inflation accelerates, complicating BOJ's rate path
  Reuters
• China's fiscal revenue falls 1.1% in January-March
  Yahoo/Reuters
• Rubio says the US will drop Ukraine-Russia peace efforts if no progress within days
  AP
• Putin tests Trump's patience by slow-walking ceasefire talks
  Axios
• Who Will Blink First in the US-China Trade War?
  Bloomberg
• Rubio Says US to Move on If War in Ukraine Can’t Be Ended
  Bloomberg
• Trump Officials Weigh Earth Day Move Against Green Groups
  Bloomberg
• With Harvard Threat, Trump Tries to Bend the I.R.S. to His Will
  NYT
• Trump Has for Months Privately Discussed Firing Fed Chair Powell
  WSJ
• Why World Leaders Are Pulling Their Punches in the Trade War
  WSJ
• ‘Hands Off Our Universities’ Protesters Rally Against Threats From Trump Administration
  WSJ
• U.S. Will Pause Ukraine Peace Efforts if No Progress, Rubio Warns
  WSJ
• China stops buying liquefied gas from the US
  FT
• Trump administration set to impose steep fees on Chinese ships docked in US ports
  FT
• Tech industry fears Donald Trump’s trade war will hamper US AI ‘dominance’
  FT
• Tett: Tariffs ignore the reality of global tech supply chains
  FT
• Donald Trump’s tariffs unravel US supply chains at China’s export showcase
  FT
• US rare earth champion faces trade war test after tariffs halt China sales
  FT
• Trump administration set to impose steep fees on Chinese ships
  FT
• Few US CEOs bought the dip as tariffs rattled markets
  FT

Thursday, April 17, 2025

Evening

• S&P 500 ekes out a gain, Dow tumbles 500 points to post three-day losing run: Live updates
  CNBC
• Trump has discussed firing Fed's Powell with Warsh, eyed as possible successor, WSJ says
  Yahoo/Reuters
• Trump Says He Has Power to Oust Fed’s Powell If He Chooses
  Yahoo/Bloomberg
• Trump says Fed's Powell will leave if he asks him; Powell has said he won't
  Yahoo/Reuters
• Trump's Fed independence paradox
  Axios
• Trump Confident of EU Deal But in ‘No Rush’ as Meloni Visits
  Yahoo/Bloomberg
• Moody’s Boosts Default Forecasts as Global Trade War Heats Up
  Yahoo/Bloomberg
• Harvard Sees ‘Grave Consequences’ as Trump Pushes IRS Action
  Yahoo/Bloomberg
• Supreme Court "perfectly clear" on returning deported Maryland man: Appeals court
  Axios
• Once-Hot Wall Street Funds Unravel Fast With No Savior in Sight
  Bloomberg
• Why the SALT Deduction Is Key to Trump’s Tax Bill
  Bloomberg
• Trump Questions Columbia, Princeton’s Tax-Exempt Status
  Bloomberg
• Can Trump Really Deport US Citizens to El Salvador?
  Bloomberg
• Could Donald Trump fire Federal Reserve chair Jay Powell?
  FT

Afternoon

• Stocks Resume Climb as Trump Talks Up Deal With EU: Markets Wrap
  Yahoo/Bloomberg
• Can Trump fire Fed chair Jerome Powell? Here's what to know.
  Axios
• Average US rate on a 30-year mortgage climbs to 6.83%, highest level since late February
  AP
• Trump administration takes aim at Harvard’s international students and tax-exempt status
  AP
• China is supplying weapons to Russia, Zelenskyy says
  Politico
• EU Weighs Export Restrictions on US If Trade Negotiations Fail
  Bloomberg
• How the Supreme Court Could Threaten Fed Independence
  Bloomberg
• Day Traders Refuse to Give Up Favorite Obsession: Leveraged Funds
  Bloomberg
• Putin Met Iran’s Foreign Minister Ahead of Tehran’s Next Talks With US
  Bloomberg
• US Weather Analysis for 21 States Goes Dark After Funding Lapse
  Bloomberg
• Trump Threatens to Block International Students Unless Harvard Shares Student Data
  NYT
• Trump Threatens Harvard’s Ability to Enroll International Students
  WSJ
• US says Chinese firm is helping Houthis target American warships
  FT
• Donald Trump weighs in on Japan trade talks but Tokyo team leaves without deal
  FT

General

• Stock futures rise after major averages tumble in tech sector sell-off: Live updates
  CNBC
• Treasury yields rise as Fed chief warns of effect of U.S. tariffs
  CNBC
• Gold Pauses Record-Breaking Rally as Market Ponders Trade Talks
  Yahoo/Bloomberg
• Trump again calls for Fed to cut rates, says Powell’s ‘termination cannot come fast enough’
  CNBC
• Trump Says Fed Chair Powell’s Termination Can’t Come Fast Enough
  Yahoo/Bloomberg
• US jobless benefit claims fall last week as labor market remains strong despite recession fears
  AP
• US single-family housing starts tumble to an eight-month low in March
  Reuters
• European Central Bank cuts interest rates for the seventh time as global trade tensions escalate
  AP
• China targets U.S. services and other areas after decrying ‘meaningless’ tariff hikes on goods
  CNBC
• China says it will ignore US 'tariff numbers game'
  Yahoo/Reuters
• Iranian minister in Moscow aims to shore up support ahead of U.S. talks
  Reuters
• US Mideast allies face ‘worst-case scenario’ with Trump aid cuts and tariff whiplash
  Politico
• Economic Uncertainty Has Never Felt This Uncertain
  Bloomberg
• Xi Urges ‘Asian Family’ Unity as Trump Seeks to Confine China
  Bloomberg
• China Stocks Face Risk of $800 Billion US Outflows, Goldman Says
  Bloomberg
• Can China Fight Deflation and Trump’s Tariffs at the Same Time?
  NYT
• Trump Lashes Out at Powell, Says ‘Termination Cannot Come Fast Enough’
  WSJ
• Today’s Hot Banking Business Is Lending to Lenders
  WSJ
• Anxious Trading Partners Promise to Buy American to Stave Off Trump’s Tariffs
  WSJ
• U.S. Tries to Crush China’s AI Ambitions With Chips Crackdown
  WSJ
• U.S. Tariff Policy Poses Major Risk to Japan’s Economy, BOJ Member Says
  WSJ
• Donald Trump says Fed chair Jay Powell’s ‘termination cannot come fast enough’
  FT
• Is the world losing faith in the almighty US dollar?
  FT
• Donald Trump’s tariff threats boost demand for currency hedging
  FT
• The Chinese Dream is to Xi what Maga is to Trump
  FT

Wednesday, April 16, 2025

Evening

• US stocks drop as Nvidia slides and the fog of Trump’s trade war thickens
  AP
• US-China trade fight slams stocks, sends gold to record high
  Reuters
• Trump's trade war ripples through the business world, hits stocks again
  Yahoo/Reuters
• Powell says Federal Reserve can wait on any interest rate moves
  AP
• Fed's Powell says markets orderly, downplays intervention risk
  Yahoo/Reuters
• Fed Chair Powell: Cutting discretionary federal spending will not fix US debt problem
  Yahoo/Reuters
• Fed chairman defies Trump to warn tariffs will stoke inflation
  Yahoo/Telegraph
• Commentary: Why Treasury Secretary Bessent isn't reassuring anyone
  Yahoo Finance
• Trade war fallout: Cancellations of Chinese freight ships begin as bookings plummet
  CNBC
• How Trump wants to assert control at Harvard and elite colleges
  Axios
• Maryland Sen. Van Hollen meets with El Salvador’s vice president in push for prisoner’s release
  AP
• Trump officials could face criminal contempt over deportations, judge says
  Reuters
• Powell to Volatile Stock Market: You’re on Your Own, for Now
  Bloomberg
• US Leveraged Loan Issuance Drought Is About to Set a Record
  Bloomberg
• Here Are the Key Takeaways From Powell’s Remarks in Chicago
  Bloomberg
• Powell Shows Why Fed Independence Matters in a Turbulent America
  Bloomberg
• Stavridis: Five Signs That the US and China Will Go to War
  Bloomberg
• China Pivots From US to Canada for More Oil as Trade War Worsens
  Bloomberg
• Fed Chair Lays Out Game Plan in Case of High Inflation and Slower Growth
  NYT
• How China Took Over the World’s Rare Earths Industry
  NYT
• Powell Warns of ‘Challenging Scenario’ for Fed as Trade War Rages
  WSJ
• Former Trump Official Targeted With Government Probe Vows to Fight
  WSJ
• Trump tariffs put Fed’s jobs and inflation goals at risk, Powell says
  FT

Afternoon

• Stocks hit session lows as tech rout worsens, Dow loses 500 points: Live updates
  CNBC
• Oil Futures Advance as China Signals It’s Open to US Trade Talks
  Yahoo/Bloomberg
• Powell indicates tariffs could pose a challenge for the Fed between controlling inflation and boosting growth
  CNBC
• Ball in China's court for trade talks, White House says
  Reuters
• US Homebuilder Sentiment Ticks Up But Tariffs Weigh on Outlook
  Yahoo/Bloomberg
• US manufacturing output slows in March; tariffs cloud hangs over factories
  Yahoo/Reuters
• Fitch sees weakest world growth outside pandemic since 2009
  Yahoo/Reuters
• Judge warns "probable cause exists" to hold Trump in contempt over deportation flights
  Axios
• Trump’s Hit on Elite Colleges Roils Niche Corporate Bond Haven
  Bloomberg
• Summers Slams Trump ‘Tyranny’ in Escalating Attacks on Harvard
  Bloomberg
• Fed’s Hammack Sees Strong Case for Steady Rates
  Bloomberg
• Whale Rock Lost 20% in First Quarter Amid Trade War Volatility
  Bloomberg
• Xi Fights Trump’s Tariffs With Global Charm Offensive
  WSJ
• Nvidia blindsided by Trump’s curbs in multibillion-dollar blow to China sales
  FT
• Truth, lies and the betrayal of Ukraine
  FT

General

• S&P 500 futures slide as a drop in Nvidia shares drags down tech: Live updates
  CNBC
• Gold Breaks $3,300 as Expanding Trade War Bolsters Haven Demand
  Yahoo/Bloomberg
• Global chip stocks slide as Nvidia warns of big hit from US export curbs
  Reuters
• Oil Steadies With Glut Expectations, Trade War Souring Outlook
  Yahoo/Bloomberg
• Retail sales increased 1.4% in March, greater than expected
  CNBC
• Homebuyers rush to riskier loans, as tariff turmoil pushes interest rates higher
  CNBC
• Global trade outlook has ‘deteriorated sharply’ amid Trump tariff uncertainty, WTO warns
  CNBC
• Fed Chair Powell to deliver fresh economic view as tariffs inject uncertainty
  Yahoo/Reuters
• Trump says he’s joining Bessent and Lutnick for trade negotiations with Japanese at the White House
  AP
• China Open to Talks If US Shows Respect, Names Point Person
  Yahoo/Bloomberg
• China replaces top trade negotiating official as talks with Washington stall
  CNBC
• US 30-year mortgage rate jumped last week to 2-month high
  Yahoo/Reuters
• The Midwest's data center boom is heating up
  Axios
• California’s Newsom Says State to Sue Over Trump’s Tariffs
  Yahoo/Bloomberg
• The untold story of how Trump shocked Europe in a few short days
  Politico
• The Financial Crisis of 2025? Better to Be Ready
  Bloomberg
• Trump Presses China to Make Tariff Offer to Calm Trade War
  Bloomberg
• Top Forecasters Warn Housing Market's Days of Big Gains Are Over For Now
  Bloomberg
• China’s Home Price Slump Eased in March Before US Tariffs
  Bloomberg
• Even Without Add-Ons, Trump’s 10% Tariffs Will Have a Sting
  NYT
• China Girds for Economic Stress of Trump’s Tariffs
  NYT
• Both Admired and Resented by Trump, Japan Scrambles to Stay Close
  NYT
• What the Weak Dollar Means for the Global Economy
  WSJ
• ASML Warns on Tariff Uncertainty, Logs Weak Orders
  WSJ
• How Harvard Ended Up Leading the University Fight Against Trump
  WSJ
• Japan set for ‘guinea pig’ trade talks with US after Donald Trump’s tariffs
  FT
• Donald Trump threatens to hit critical minerals with tariffs
  FT
• Trade war fears put loan vehicles under pressure to sell riskiest debt
  FT
• AI hype is drowning in slopaganda
  FT
• China defies Donald Trump’s tariffs with strong first-quarter growth
  FT
• Trump could derail the conquering march of American finance
  FT

Tuesday, April 15, 2025

Evening

• S&P 500 futures slide Tuesday as Nvidia shares tumble, traders await retail sales data: Live updates
  CNBC
• Stocks Halt Rally Amid Lingering Trade-War Risks: Markets Wrap
  Yahoo/Bloomberg
• Gold Edges Higher as Traders React to Expanding Trade War
  Yahoo/Bloomberg
• US Bonds Gain as Official Says Capital Rule Change Is on Agenda
  Yahoo/Bloomberg
• Goldman, Wells Fargo Lead $17 Billion Bank Borrowing Spree
  Yahoo/Bloomberg
• Nvidia says it will record $5.5 billion charge tied to H20 processors exported to China
  CNBC
• Harvard’s challenge to Trump administration could test limits of government power
  AP
• World wants more trade with Europe since Trump-driven uncertainty, von der Leyen says
  Politico
• Trump Launches Critical Minerals Probe to Weigh New Tariffs
  Bloomberg
• Yuan at Decade Low Against Euro Risks More Heat on Trade Flows
  Bloomberg
• Trump and Judiciary in Escalating Standoff Over Wrongfully Deported Migrant
  WSJ
• Trump, Abrego Garcia and the Courts
  WSJ
• The White House Targets State Climate Laws
  WSJ
• A Tariff Meltdown for American Chocolate Makers
  WSJ
• US wants to retain key tariffs on EU, say European officials
  FT
• Venture Global debt deal wakes US junk bond market from tariff slumber
  FT

Afternoon

• S&P 500 seesaws as investors digest latest earnings and tariff volatility eases: Live updates
  CNBC
• Why Xi Holds a Stronger Hand Than Trump
  MSN/FT
• US banks flag risks to consumer spending from tariff uncertainty
  Yahoo/Reuters
• The trade war's pandemic parallel
  Axios
• How judges can hold Trump admin accountable for defying court orders
  Axios
• Trump is ‘shredding’ credibility with allies while China benefits, former national security advisor John Bolton says
  CNBC
• Apollo Says Corporate-Bond Trading Costs Surged in Market Tumult
  Bloomberg
• US Junk Bond Market Defrosts After Long Period Without Deals
  Bloomberg
• Retail Investors Who’ve Only Known Bull Markets Are Buying the Dip
  Bloomberg
• For Wall Street, Worsening Economy Is a Problem for Later
  Bloomberg
• ‘Drill Baby Drill’ Is Drowning in Oil
  Bloomberg
• U.S. Freezes Billions in Funding After Harvard Says It Will Fight Trump’s Demands
  WSJ
• Big Banks Alarmed After Their Regulator Gets Hacked
  WSJ
• Trump trade war could challenge US credibility, says Jamie Dimon
  FT
• Donald Trump threatens to remove Harvard’s tax exempt status
  FT

General

• U.S. stocks tick lower after S&P 500 posts back-to-back gains: Live updates
  CNBC
• US Will Impose 21% Tariff on Mexican Tomatoes Starting in July
  Yahoo/Bloomberg
• BofA's Moynihan says 'we potentially face a changing economy' after stock traders post record haul
  Yahoo Finance
• US Economy Is Set to Lose Billions as Foreign Tourists Stay Away
  Yahoo/Bloomberg
• Our Latin American friends
  Axios
• At China's largest trade fair, exporters say US markets are 'frozen'
  Reuters
• Chinese official says US tariff aims to 'take away Hong Kong's life'
  Reuters
• China's murky bankruptcies expose hazards for foreign investors
  Reuters
• Dollar’s Link to US Treasury Yields Weakens as Confidence Cracks
  Bloomberg
• Will Policy Chaos Trigger a Flight From the Dollar?
  Bloomberg
• Treasury Term Premium Jumps to Decade High on Policy Uncertainty
  Bloomberg
• China Orders Boeing Jet Delivery Halt as Trade War Expands
  Bloomberg
• New York Manufacturing Contracts While Outlook Slumps on Tariffs
  Bloomberg
• Japan Super-Long Yield Premium at Widest Since 2002 Amid Tariffs
  Bloomberg
• Trump’s China Ship Fees Set to Hit Global Shipping Giants
  Bloomberg
• Avoid US or Take Burner Devices, Canadian Executives Tell Staff
  Bloomberg
• China Shadow Bank That Oversaw $108 Billion Faces Liquidation
  Bloomberg
• Trump’s Dilemma: A Trade War That Threatens Every Other Negotiation With China
  NYT
• Trump’s Trade War Deepens Threat to U.S. Brands in China
  WSJ
• Bank Trading Desks Are Minting Money From Trump’s Tariff Chaos
  WSJ
• China’s Port Cargos Start to Slow as Tariff Tensions Escalate
  WSJ
• U.S. Freezes Billions in Funding After Harvard Says It Will Fight Trump’s Demands
  WSJ
• U.S. Softens Position on Iranian Uranium Enrichment
  WSJ
• Off-the-run credit liquidity is the worst since March 2020
  FT
• Trade, tech and Treasuries: China holds cards in US tariff stand-off
  FT
• Trump team has not said what it wants in trade talks, says EU
  FT
• How Wall Street got Donald Trump wrong
  FT
• Trump is halfway to making America a police state
  FT
• Top Trump official tells Europe to choose between US or Chinese communications tech
  FT
• Xi Jinping urges Vietnam to oppose Donald Trump’s tariff ‘bullying’
  FT
• France risks ‘irreversible’ harm from overspending, PM warns
  FT

Monday, April 14, 2025

Evening

• U.S. stock futures slide after S&P 500 posts back-to-back gains: Live updates
  CNBC
• Confusion reigns after Trump exempts electronics from new tariff regime. Here’s what we know
  AP
• Waller: Tariffs a major shock, with wide array of possible outcomes
  Yahoo/Reuters
• Fed's Waller warns high tariffs could push inflation near 5% while economy slows 'to a crawl'
  Yahoo Finance
• Jamie Dimon sells about $31.5 million worth of JPMorgan shares
  Yahoo/Reuters
• Trump Targets NPR, PBS, Foreign Aid in $9 Billion Spending Cut
  Yahoo/Bloomberg
• Tariff-Fueled Market Rout Cost Chicago’s Pensions $1 Billion
  Yahoo/Bloomberg
• Trump’s economic tumult tests the oil industry’s patience
  Politico
• Bessent Says ‘Everything’s On the Table’ for Taxes on Wealthiest
  Bloomberg
• Bessent Says Treasury Has Big Toolkit If Needed for Bonds
  Bloomberg
• Bond-Market Rebound Relieves Markets Dazed by Trade Turmoil
  Bloomberg
• Latin America Is Stuck in the Middle of Trump’s China Trade War
  Bloomberg
• Xi Jinping’s Anti-Tariff Tour
  WSJ
• Putin’s Latest Answer to Trump’s Cease-Fire Proposal
  WSJ
• Risky corporate borrowers shut out of bond market since Trump’s tariff blitz
  FT
• US takes step towards chip and pharma tariffs with new probes
  FT
• Harvard University rejects Trump administration’s demands for reform
  FT

Afternoon

• Dow gains 200 points in choppy trading, Apple climbs 3%: Live updates
  CNBC
• Dollar’s Losing Run Shows Wall Street Angst With Tariff U-Turns
  Yahoo/Bloomberg
• Oil Swings as Progress on Iran Talks Undercuts Tariff Reprieve
  Yahoo/Bloomberg
• Why Tesla, GM, and Rivian will be hurt most by China's critical minerals export ban
  Yahoo Finance
• Iranian foreign minister to visit Moscow ahead of second Iran-U.S. meeting
  Reuters
• Credit Market Rout Has Ways to Go Before Fed Steps In, UBS Says
  Bloomberg
• Financial Crisis Is One Scenario in US Trade War, Scope Ratings Says
  Bloomberg
• CLO Market Poised to Freeze, Raising Risk to Leveraged Loans
  Bloomberg
• Trump Again Accuses Zelenskiy of Starting War as Talks Grind On
  Bloomberg
• Canadian Property Market Hurt by Tariff Concerns
  WSJ
• Top Federal Reserve official says US could require rate cuts if big tariffs return
  FT
• Dark days for the less-mighty dollar
  FT
• The narrow window for a nuclear deal with Iran
  FT

General

• Stock futures rise after a wild week as traders weigh surprise China tariff exemption: Live updates
  CNBC
• Dollar Extends Drop to Fresh 2025 Lows as Tariff Saga Rolls On
  Yahoo/Bloomberg
• Gold-Trading Frenzy Erupts in China as Tensions With US Escalate
  Yahoo/Bloomberg
• Oil Steadies With Trade War Shifts and Iran Talks to the Fore
  Yahoo/Bloomberg
• Trump says he'll announce new chips tariffs over next week
  Axios
• Trump's hardline stance
  Axios
• Risk of failure looms large as GOP starts drafting the ‘big, beautiful bill’
  Politico
• China’s Xi says there are ‘no winners’ in a tariff war as he visits Southeast Asia
  AP
• Billionaire Ray Dalio: ‘I’m worried about something worse than a recession’
  CNBC
• BOJ Ueda warns of heightened uncertainty from US tariff policy
  Yahoo/Reuters
• Japan PM warns US tariffs have potential to disrupt global economic order
  Reuters
• China's March exports beat expectations with 12.4% gain, imports fall
  Yahoo/Reuters
• OPEC cuts 2025 global oil demand growth forecast, citing US tariffs
  Yahoo/Reuters
• Iran nuclear talks expected to continue Saturday in Rome
  Axios
• Trump’s Tangled Tariffs Sow Confusion as Negotiators Line Up
  Bloomberg
• Trump Warns Tariffs Coming for Electronics After Reprieve
  Bloomberg
• Xi Seeks to Win Over Southeast Asia as Trump Pauses Some Tariffs
  Bloomberg
• Weak Dollar Wishes Are Scary When Granted
  Bloomberg
• Trump Has Added Risk to the Surest Bet in Global Finance
  NYT
• U.S. Allies Are Sitting Out Trump’s Trade War With China
  WSJ
• Five Things to Watch for Signs of Market Trouble
  WSJ
• How the U.S. Lost Its Place as the World’s Manufacturing Powerhouse
  WSJ
• Canadians Are Cashing Out Their American Vacation Homes
  WSJ
• Civilian Death Toll in Ukraine Climbs, as Putin Resists Trump’s Peace Drive
  WSJ
• Why Xi holds a stronger hand than Trump
  FT
• Xi Jinping warns ‘no winners’ from Trump trade war as he heads to Vietnam
  FT
• Germany willing to send Taurus missiles to Ukraine, says Merz
  FT

Sunday, April 13, 2025

Evening

• Stock futures rise after a wild week as traders weigh surprise China tariff exemption: Live updates
  CNBC
• Trump Says He Will Look at ‘Whole Electronic Supply Chain’
  Yahoo/Bloomberg
• Trump says chips from China will face national security probe; further tariffs expected
  Yahoo/Reuters
• Trump’s commerce secretary says new electronics tariff exemptions are temporary, chip tariffs coming
  AP
• Trump team tries to project confidence and calm after his tariff moves rattled markets
  AP
• Kashkari Says All the Fed Can Do Is Keep Inflation Anchored
  Yahoo/Bloomberg
• Market chaos signals 'sell America' trade as Trump tariff whipsaw threatens to upend the US economy's soft landing
  Yahoo Finance
• Bridgewater's Ray Dalio says Trump trade war has put US 'close to a recession'
  Yahoo/Reuters
• Why Wouldn’t China Weaponize Its $760 Billion Treasury Holdings?
  Bloomberg
• Bond Market’s Steepener Bet Gets Turbocharged Amid Tariff Mayhem
  Bloomberg
• Shifting Signals on Tech Tariffs Fuel Fresh Trade Uncertainty
  WSJ
• Is There a New U.S. Risk Premium?
  WSJ
• The Lessons of Trump’s Tariff Exemptions
  WSJ
• Trump Is Going After Universities’ Federal Funding. Here’s What to Know.
  WSJ
• US tech tariff exemption will be temporary, says Trump
  FT

General

• The global financial order is shaking beneath our feet
  Axios
• US Commerce Secretary says exempted electronic products to come under separate tariffs
  Reuters
• How China went from courting Trump to ‘never yield’ tariff defiance
  Reuters
• As tariffs put trade between China and the US in peril, Chinese businesses ponder the future
  AP
• The Companies and Markets Hit Hardest by Trump’s Tariffs
  Yahoo/WSJ
• G-7 Central Banks Prepare First Responses to US Tariff Chaos
  Yahoo/Bloomberg
• Trump goes with his gut and the world goes along for the ride
  AP
• Some top tech leaders have embraced Trump. That’s created a political divide in Silicon Valley
  AP
• Trump tariffs ‘increase risk’ of financial crisis, Germany’s Merz warns
  Politico
• More than 30 people killed, 99 injured in Russian missile attack on Ukrainian city of Sumy
  AP
• China Says US Tariff Break a ‘Small Step’ to Fixing Mistake
  Bloomberg
• Emerging Markets Face ‘Wrecking Ball’ From Tariff Turmoil
  Bloomberg
• Japan Doesn’t Plan to Use US Treasuries as Tariff Talk Leverage
  Bloomberg
• China Credit Expansion Beats Forecast on Bond Sale Deluge
  Bloomberg
• France Needs €40 Billion in Savings to Reach 2026 Deficit Target
  Bloomberg
• Trump Has Added Risk to the Surest Bet in Global Finance
  NYT
• Economic Outlook Dives Just Three Months Into Trump’s Term
  WSJ
• Trump’s ‘Big, Beautiful’ Bill Faces Tense Next Chapter in Congress
  WSJ
• Wall Street’s ‘Smart Money’ Braced for Tariff Chaos. It Was Still Caught Off Guard.
  WSJ
• Trump Floods Supreme Court With Appeals to Push Through Agenda
  WSJ
• Wealthy Buyers Are Backing Out of Multimillion-Dollar Home Deals
  WSJ
• Iran Has a Reason to Strike a Nuclear Deal: Its Economy Is in Trouble
  WSJ
• US tech tariff exemption may only be temporary, says Lutnick
  FT
• China is well positioned to weather Trump’s trade war
  FT
• Trump’s China trade war a ‘boon’ for Brazil but sends US farmers reeling
  FT
• America the Unstable
  FT
• Trump chaos prompts top Canadian and Danish pension funds to cool on US
  FT
• The ‘Nixon shock’ might help us make sense of the Trump one
  FT