Daily News Links

8804 posts

Thursday, August 7, 2025

Afternoon

• Nasdaq lifted by Nvidia and Apple, but broader market is little changed: Live updates
  CNBC
• Oil Steadies With Traders Awaiting Possible Trump-Putin Meeting
  Yahoo/Bloomberg
• Waller Emerges as Favorite for Fed Chair Among Trump Team
  Yahoo/Bloomberg
• New York Fed finds rise in longer-run expected inflation in July
  Yahoo/Reuters
• The trade war isn't over. It's just beginning
  Axios
• Trump's tariffs take effect today. When and how they will affect you
  Axios
• The full list of U.S. tariffs in place around the world
  CNBC
• CEOs are feeling better
  Axios
• Reactions to Trump demanding Intel CEO's resignation
  Yahoo/Reuters
• Stagflation Concerns Ripple Through Wall Street as Tariffs Hit
  Bloomberg
• Fed’s Bostic Sees One Cut in 2025 as Tariff Effects May Persist
  Bloomberg
• A Heat Dome Is About to Test Temperature Records in US Southwest
  Bloomberg
• Trump Shakes Up Wall Street With Orders on 401(k)s, ‘Debanking’
  WSJ

General

• Stocks jump after Trump’s chip tariffs have broad exemptions: Live updates
  CNBC
• Asian stocks climb, dollar droops on Fed easing bets
  Yahoo/Reuters
• Oil rises 1% on US demand strength, though macroeconomic uncertainty remains
  Reuters
• US jobless claims tick up in latest week; productivity improves in second quarter
  Reuters
• Trump demands Intel CEO resign, alleging conflicts over China ties
  Axios
• Trump wants more American pick-ups in Tokyo and London. That may be a hard sell
  Yahoo/Reuters
• Kremlin says Putin and Trump will meet in coming days
  Reuters
• Trump’s Attack on Wind, Solar Cuts Deeper Than Industry Expected
  Yahoo/Bloomberg
• The Bank of England cuts its main interest rate to 4%, the lowest level since March 2023
  AP
• China's July exports top forecasts amid rush to meet Trump tariff deadline
  Yahoo/Bloomberg
• BOJ may be behind the curve on inflation risk, government council member says
  Reuters
• From heatwaves to floods: Extreme weather sweeps across Asia
  BBC
• Trump Floats Possible Tariffs on China for Buying Russian Oil
  Bloomberg
• Modi to Speak With Lula, Plans Xi Meeting as Ties With US Sour
  Bloomberg
• What’s at Stake as Trump Tests India’s Ties With Russia
  Bloomberg
• Trump to Sign Order Easing Path for Private Assets in 401(k)s
  Bloomberg
• Japan’s Public Workers Set to Get Largest Pay Hike in 34 Years
  Bloomberg
• China’s Central Bank Adds Gold In Nine-Month Buying Streak
  Bloomberg
• Trump’s Tariff Gamble Puts America’s Ties With India at Risk
  NYT
• Trump Exempts Tech Companies That Invest in U.S. From 100% Chip Tariffs
  WSJ
• U.S. Trading Partners Race to Secure Exemptions From Trump’s Tariffs
  WSJ
• Trump Pledged to Bring Back Manufacturing. The Sector Is Sputtering
  WSJ
• Donald Trump’s new tariff regime deepens global trade war
  FT
• Donald Trump says Hassett and Warsh are leading contenders for top Fed job
  FT
• Donald Trump opens US 401Ks to crypto and private equity investments
  FT
• The relentless race for AI capacity
  FT
• The venture capital money machine is spinning again
  FT
• Narendra Modi tells Indian farmers he will ‘never compromise’ in face of 50% US tariffs
  FT
• Why Taiwanese fear China could take over from within
  FT

Wednesday, August 6, 2025

Evening

• Stock futures tick higher as traders weigh Trump’s call for 100% tariff on chips: Live updates
  CNBC
• Trump says he plans to put a 100% tariff on computer chips, likely pushing up cost of electronics
  AP
• Trump says semiconductors will face 100% tariff unless companies build in US
  Yahoo Finance
• Trump says he could impose more tariffs on China, similar to India duties, over Russian oil
  Yahoo/Reuters
• Trump Says He’ll Likely Name Temporary Fed Governor to Open Seat
  Yahoo/Bloomberg
• Three Fed Officials Voice Fresh Concerns Over US Labor Market
  Bloomberg
• How DeepSeek and Open-Source Models Are Shaking Up AI
  Bloomberg
• Bannon Pushes EJ Antoni for BLS, Wants ‘MAGA Republican’ in Role
  Bloomberg
• Private Credit Fuels a ‘Buy Now, Pay Later’ Lending Boom in Asia
  Bloomberg
• Japan’s Political Woes Spur Caution Over 30-Year Bond Auction
  Bloomberg
• Inside the Trump Family’s Money-Making Machine
  Bloomberg
• Trump Exempts Tech Companies That Invest in U.S. From 100% Chip Tariffs
  WSJ
• Donald Trump threatens 100% tariff on chips with carve-out for Apple
  FT

Afternoon

• Stocks rise led by Apple gains, Dow climbs 100 points: Live updates
  CNBC
• Oil Swings as Traders Await Trump’s Next Move on Russia
  Yahoo/Bloomberg
• Trump to put additional 25% import taxes on India, bringing combined tariffs to 50%
  AP
• Trump advisers push for a temporary Fed Governor to fill open seat
  Yahoo/Bloomberg
• Biden-era appointees could stymie Trump's effort to reshape Fed
  Yahoo/Reuters
• Trump’s war on data will do lasting harm
  FT

General

• Stocks rise as investors parse earnings reports: Live updates
  CNBC
• 10-year Treasury yield ticks higher ahead of bond auctions
  CNBC
• Inside Trump’s Fed calculus
  Politico
• Trump envoy Witkoff meets Putin ahead of Russia-Ukraine peace deadline, the Kremlin says
  AP
• Missed signals, lost deal: How India-US trade talks collapsed
  Reuters
• What to know about chikungunya virus, as U.S. travel alerts issued
  Axios
• Trump Ramps Up Tariff Blitz With India, Pharma, Chips in Sights
  Bloomberg
• Trump Airs Personal Financial Grievances Ahead of ‘Debanking’ Crackdown
  NYT
• Bolsonaro House Arrest Casts Shadow Over Brazil-U.S. Trade Talks
  NYT
• The AI Showdown: How the US and China Stack Up
  Bloomberg
• Platinum Crunch Comes to a Head as US and China Snap Up Metal
  Bloomberg
• Bulls Get Another Reason to Worry as Sentiment Gauge Flashes Red
  Bloomberg
• Record Gold Floods Into Shanghai Warehouses on Arbitrage Play
  Bloomberg
• Carry-Trade Rotation Looms as Key Negative for Asian Currencies
  Bloomberg
• America’s Ultimatum to Russia Is About to Pass. Now What?
  Bloomberg
• Does Japan Want American Cars? Trump’s Push to Open Foreign Markets Faces Test.
  NYT
• China Is a Nation of Savers. Many Are Drowning in Debt.
  NYT
• Trump Just Got a Fresh Shot at Bending the Fed to His Will
  WSJ
• OpenAI in talks for share sale valuing ChatGPT maker at $500bn
  FT
• China tests out stablecoins amid fears of capital outflows
  FT
• Dmitry Medvedev’s long march from liberal hope to nuclear threat
  FT

Evening

• S&P 500 futures are little changed as investors parse earnings reports: Live updates
  CNBC
• Trump narrows Fed chair candidates to four, excluding Treasury Secretary Bessent
  AP
• White House to target banks as Trump claims discrimination
  Reuters
• Big banks are now in Trump's crosshairs
  Axios
• U.S. home prices are dropping the most in these regions
  CBS
• Japan's real wage falls for sixth straight month in June
  Yahoo/Reuters
• Hiroshima marks 80 years since atomic bombing as aging survivors frustrated by growing nuke threat
  AP
• Corporate Debt Sales Top $1 Trillion at Fastest Pace Since 2020
  Bloomberg
• Trump Says He Will Decide on Fed Governor Before End of the Week
  Bloomberg
• Trump Says He’s Readying More Tariffs on Russian Energy Buyers
  Bloomberg
• China’s Z.ai and America’s Self-Defeating AI Strategy
  WSJ
• Trump’s chilling assault on economic data
  FT
• Donald Trump readies fresh US sanctions against Russia’s shadow fleet
  FT

Tuesday, August 5, 2025

Afternoon

• Stocks fall after weak economic data and more tariff threats: Live updates
  Yahoo/Bloomberg
• Oil Declines on Signs Industry Is Bracing for Influx of Crude
  Yahoo/Bloomberg
• US services activity flatlined in July, ISM data shows
  Reuters
• US Plans Record $100 Billion Bill Sale as Borrowing Needs Mount
  Yahoo/Bloomberg
• From ingredient costs to sagging demand, tariffs further pinch company earnings
  Yahoo/Reuters
• Credit card debt reaches $1.21 trillion — in line with last year’s all-time high, NY Fed finds
  CNBC
• NY Fed flags rise in student loan borrowing troubles in second quarter
  Yahoo/Reuters
• Chocolate, skincare and timepieces: What 39% tariffs on Swiss goods mean for U.S. consumers
  CNBC

General

• S&P 500 inches higher after benchmark snaps losing streak. Live updates
  Reuters
• Oil Steadies as Trump Threatens India for Taking Russian Crude
  Yahoo/Bloomberg
• Trump says Treasury Secretary Bessent ‘does not want’ to be Fed chair, but 4 others in running
  CNBC
• Trump will announce Fed appointments soon; Bessent wants to stay at Treasury
  Reuters
• Trump says new semiconductor tariff plan coming as soon as next week
  CNBC
• Global M&A hits $2.6 trillion peak year-to-date, boosted by AI and quest for growth
  Reuters
• Massive wildfire in central California threatens homes, injures 3 people as it burns out of control
  AP
• Trump doubles down, insists jobs data was rigged against him
  Axios
• Trump says JPMorgan Chase, Bank of America rejected him as a bank customer
  CNBC
• Exclusive: Putin doubts potency of Trump's ultimatum to end the war
  Reuters
• A look at the top buyers of Russian oil as Trump pressures China and India to stop buying it
  AP
• Why Putin and Trump's relationship soured – they could now be nearing a 'head-on collision'
  BBC
• Russia says it no longer will abide by its self-imposed moratorium on intermediate-range missiles
  AP
• Brazil central bank warns on US tariffs, vows to anchor inflation expectations
  Yahoo/Reuters
• US Trade Gap Narrows to Tightest Since 2023 on Drop in Imports
  Bloomberg
• Trump Says ‘Getting Very Close’ on Extending China Trade Truce
  Bloomberg
• China Services Growth Jumps to One-Year High on Travel Boost
  Bloomberg
• Deadly Cloudburst in India Sweeps Away Village in Flash Flood
  Bloomberg
• Japan Sets New Temperature Record for Second Time in a Week
  Bloomberg
• Trump Rules Out Tapping Scott Bessent as Fed Chair
  WSJ
• Earning More but in Worse Shape: Hardship Overwhelms Many American Families
  WSJ
• India Defies Trump on Russian Oil Despite Tariff Threats
  WSJ
• Push to Add ‘Buy Now, Pay Later’ Loans to Credit Scores Hits a Snag
  WSJ
• Donald Trump rules out Scott Bessent for Federal Reserve chair
  FT
• Apollo assets hit record high as markets whipsaw on Donald Trump’s tariffs
  FT
• Trump is the gift that keeps giving to China
  FT
• FT Investigation: The covert trip by Iranian nuclear experts to Russia
  FT

Evening

• S&P 500 futures inch higher after benchmark snaps losing streak, Palantir pops on earnings: Live updates
  CNBC
• Trump says he doesn’t trust the jobs data, but Wall Street and economists do
  AP
• August recess can’t hide tensions ahead for Congress on spending and Trump nominations
  AP
• Modi and Trump once called each other good friends. Now the US-India relationship is getting bumpy
  AP

Monday, August 4, 2025

Afternoon

• Wall Street rallies and US stocks recover much of Friday’s wipeout
  AP
• Oil Slides on OPEC+ Output Hike, Russian Supply Uncertainty
  Yahoo/Bloomberg
• Trump to Name New Fed Governor, BLS Head in Coming Days
  Yahoo/Bloomberg
• US factory orders fall sharply in June on aircraft orders drop
  Yahoo/Reuters
• Trump firing of BLS head imperils trust in economic data
  Axios
• Trump threatens higher India tariffs, accuses nation of funding war in Ukraine
  Axios
• Trump’s deadline for the Kremlin looms but Putin shows no sign of making concessions
  AP
• EU Awaits Trump Actions on Car Tariffs, Exemptions This Week
  Yahoo/Bloomberg
• U.S. Employment Trends Weaken, Underlining Labor-Market Jitters
  WSJ
• Donald Trump to raise tariffs on India over Russian oil purchases
  FT

General

• Stocks jump as Wall Street tries to recover from post-jobs report sell-off: Live updates
  CNBC
• US Treasury Rally Pauses With $125 Billion of Bond Sales Due
  Yahoo/Bloomberg
• US Dollar Seen at Risk From Trump’s Moves to Pick Policymakers
  Yahoo/Bloomberg
• Oil Slides as Traders Assess OPEC+ Hike and Russian Risks
  Yahoo/Bloomberg
• Electricity costs rise amid data center boom
  Axios
• Behind the Curtain: The AI super-stimulant
  Axios
• The vast majority of US adults are stressed about grocery costs, an AP-NORC poll finds
  AP
• China pushes back at US demands to stop buying Russian and Iranian oil
  AP
• Japan PM Says Win-Win Trade Deal With US May Be Hard to Implement
  Yahoo/Bloomberg
• Greer Says US-China Talks ‘About Halfway There’ on Rare Earths
  Bloomberg
• Modi Defiant as Trump Steps Up Pressure on India’s Russian Oil Purchases
  Bloomberg
• Corporate Insiders Were Dumping Stocks Into July’s Record Rally
  Bloomberg
• Why Trump’s Auto Tariffs Are Poised to Drive Up Car Prices
  Bloomberg
• Hedge Funds Are Hurting From a Garbage Rally. Who’s to Blame?
  Bloomberg
• China Is Choking Supply of Critical Minerals to Western Defense Companies
  WSJ
• American Consumers Are Getting Thrifty Again
  WSJ
• A Wild Year for Markets Hits Trend-Following Hedge Funds
  WSJ
• For a Few CEOs, Pay Keeps Growing—by the Billions
  WSJ
• Donald Trump to appoint Federal Reserve governor and labour statistics chief this week
  FT
• Lessons from the 1920s and 30s on tariffs and markets
  FT

Sunday, August 3, 2025

Evening

• Stock futures were little changed amid uncertainty over economy and tariffs: Live updates
  CNBC
• Oil Drops After OPEC+ Supply Hike Amplifies Concerns Over Glut
  Bloomberg
• ‘The revisions are hard evidence’: White House struggles to justify firing of BLS chief over weak jobs numbers
  CNBC
• Hassett says Trump ‘wants his own people’ at the Bureau of Labor Statistics after firing commissioner
  CNN
• China welcomes 183 Brazil coffee sellers in wake of US tariffs
  Yahoo/Reuters
• Trump’s Interest Rate Obstacle Is Bigger Than Powell
  Bloomberg
• Trump’s Efforts to Control Information Echo an Authoritarian Playbook
  NYT
• Trump Seeks Bigger Overhaul at Labor Statistics Bureau, Adviser Says
  WSJ
• The Bureau of Labor Denial
  WSJ
• Netscape’s Lessons for AI Mania
  WSJ
• Poorest US workers hit hardest by slowing wage growth
  FT

General

• Wall St Week Ahead AI gains and strong earnings support Wall Street as tariff woes linger
  Reuters
• Latest Trump tariffs unlikely to budge, top negotiator says
  Yahoo/Reuters
• From Laos to Brazil, Trump’s tariffs leave a lot of losers. But even the winners will pay a price
  AP
• The Federal Reserve’s power: Congress giveth and Congress can taketh away
  Yahoo/Fortune
• OPEC+ Agrees Output Hike to Finish Unwinding Round of Cuts
  Yahoo/Bloomberg
• The American Dream's closing gate
  Axios
• Trump Fired America’s Economic Data Collector. History Shows the Perils.
  NYT
• Trump’s Tariffs Are Making Money. That May Make Them Hard to Quit.
  NYT
• Trump Will Slow, but May Not Stop, the Rise of Electric Vehicles
  NYT
• The AI Boom’s Hidden Risk to the Economy
  WSJ
• Unemployed Americans Endure Longer Job Searches in a Cooling Market
  WSJ
• Trump’s ‘Slap in the Face’ Puts Neutral Switzerland in Trade-War Crossfire
  WSJ
• Why Drug Prices for Some Big Medicines Will Remain High for a Longer Time
  WSJ
• Trump tariffs are ‘unsustainable’, says Mexico’s auto sector chief
  FT
• Japanese farmers’ bank vows caution after $12bn loss from Treasuries bet
  FT
• Russian oil depot in Sochi set ablaze by Ukrainian drone strike
  FT
• Heatwaves test Europe’s electricity system as air conditioning use soars
  FT

Saturday, August 2, 2025

General

• Stagflation fears are back
  Axios
• Fed Governor’s Exit Could Accelerate Trump’s Selection of Next Chair to Succeed Powell
  Bloomberg
• Trump removes official overseeing jobs data after dismal employment report
  AP
• Data credibility fears fueled after Trump orders firing of labor official
  Reuters
• After a Lag, Consumers Begin to Feel the Pinch of Tariffs
  NYT
• India Will Buy Russian Oil Despite Trump’s Threats, Officials Say
  NYT
• Fed Officials Take Cool Jobs Report in Stride
  WSJ
• Transcript: New York Fed President John Williams Discusses the Economic Outlook
  WSJ
• Trump’s AI Strategy Against China Gets Its First Big Test
  WSJ
• Thanks for Your $1 Billion Job Offer, Mark Zuckerberg. I’m Gonna Pass.
  WSJ
• Trump’s Warm Embrace of India Turns Cold
  WSJ
• Dollar rebound fizzles after jobs data disappoints
  FT
• How carmakers are becoming the biggest losers in Trump’s trade war
  FT
• Trump says he will reposition nuclear submarines after ‘provocative’ Russian comments
  FT
• US-India relations fray over Donald Trump’s tariff invective and Russian oil
  FT

Friday, August 1, 2025

General

• Dow tumbles 600 points after weak jobs report, Trump tariff rollout: Live updates
  CNBC
• Stocks Buckle Under Trump Tariffs; Amazon Slumps: Markets Wrap
  Yahoo/Bloomberg
• U.S. job growth slows to 73,000 in July, less than expected
  CNBC
• Trump calls on Federal Reserve board to wrest full control of central bank from Fed Chair Powell
  AP
• Trump's Liberation Day reset
  Axios
• Trump rejigs tariff rates ahead of deadline, levies 40% duties on all transshipped goods
  CNBC
• Trump signs order imposing new tariffs on a number of trading partners that go into effect in 7 days
  AP
• Trump Unleashes Massive Tariffs on Swiss Watches, Pharma Firms
  Yahoo/Bloomberg
• Trump hits dozens of countries' goods with steep tariffs
  Reuters
• Tale of two countries: Home prices rise in one half of U.S., fall in the other
  Axios
• Big Tech may be breaking the bank for AI, but investors love it
  Reuters
• Tech giants ramp up spending as AI starts to deliver
  Axios
• CEO Tim Cook says Apple ready to open its wallet to catch up in AI
  Yahoo/Reuters
• China Says US Exploited Old Microsoft Flaw to Wage Cyberattacks
  Yahoo/Bloomberg
• China's manufacturing activity shrinks as exports drag, S&P PMI shows
  Yahoo/Reuters
• Highest US Tariffs Since WWII Set to Cut Growth, Boost Inflation
  Bloomberg
• Goldman Urges Caution as Global Credit Spreads Hit 2007 Lows
  Bloomberg
• ‘It’s 10% in 17 Minutes’: Option-Trading Show Taps Into Retail Fever
  Bloomberg
• Hedge Funds Dump US Stocks, Seeing Risks as Tariff Woes Linger
  Bloomberg
• India Says Russia Ties ‘Time-Tested’ as Trump Slams Relation
  Bloomberg
• Fed Dissenters Defend Call for July Rate Cut as Trump Intensifies Attacks
  NYT
• A.I. Researchers Are Negotiating $250 Million Pay Packages. Just Like N.B.A. Stars.
  NYT
• Big Tech’s $400 Billion AI Spending Spree Just Got Wall Street’s Blessing
  WSJ
• Congress Looks to Punish China While Trump Pursues Trade Deal
  WSJ
• Millions of Student-Loan Borrowers Prepare for Higher Payments
  WSJ
• Climate Skeptics Are Tapped by Trump Administration to Justify Regulatory Rollback
  WSJ
• China’s Manufacturing Activity Tumbles Into Contraction
  WSJ
• Donald Trump reignites global trade war with sweeping tariff regime
  FT
• Is California’s economy heading for a deep slump?
  FT
• Tett: Five things investors should ponder on crypto
  FT
• Tariffs on Taiwan stir fears over waning US support against China
  FT