Daily News Links

8695 posts

Sunday, June 15, 2025

Evening

• Israel and Iran trade strikes for a third day and threaten more to come. Over 200 are reported dead
  AP
• Israel and Iran attacks continue as leaders warn of further retaliation
  BBC
• Oil traders brace for turmoil as Iran crisis imperils supply
  Yahoo/Bloomberg
• Mounting Israel-Iran Conflict Amps Up Geopolitical Market Risks
  Yahoo/Bloomberg
• Trump ruled out Israeli assassination of Iran's Supreme Leader, U.S. officials say
  Axios
• Traders Dive Into Options Market as Geopolitical Risk Flares
  Yahoo/Bloomberg
• Macron offers to aid in Greenland's security amid Trump threats
  Yahoo/Bloomberg
• Chips Won the Cold War. Rare Earths May Win the Next
  Bloomberg
• Gasoline Prices Likely to Rise as Israel Targets Iran’s Energy Infrastructure
  NYT
• Israel’s Fight With Iran Spreads to the Energy Sector
  WSJ
• Putin Tries to Wear Trump Down
  WSJ
• Shelton: How the Federal Reserve Fuels Fiscal Profligacy
  WSJ
• Netanyahu says ‘we’ll do what we need to do’ with Iran’s leader
  FT

General

• Israel, Iran trade blows for third day with no sign of letup
  Yahoo/Bloomberg
• More missile attacks as Trump says Israel and Iran 'should make deal'
  BBC Live Updates
• Investors on edge over Israel-Iran conflict, oil price volatility
  Yahoo/Reuters
• G7 leaders gather in Canada for a summit overshadowed by Israel-Iran crisis and trade wars
  AP
• ‘No Kings’ Rallies Draw Massive Crowds in US as Clashes Hit LA
  Yahoo/Bloomberg
• China-US Deal Didn’t Address Some Rare Earths Controls: Reuters
  Bloomberg
• The Fog of Trade War Is Causing Confusion About Price Increases
  WSJ
• A Patriotic Celebration Lays Bare the Fragile Nature of American Unity
  WSJ
• The fallout from Israel’s strikes on Iranian energy sites
  FT
• The nuclear mountain that haunts Israel
  FT
• Corporate bond defaults disappear from China’s onshore market
  FT

Saturday, June 14, 2025

General

• Israel warns ‘Tehran will burn’ as Iran fires drones and missiles in response to Israeli strikes
  AP
• Iran Fires Hundreds of Missiles at Israel as Conflict Escalates
  Yahoo/Bloomberg
• Iran warns it will target UK, US and French bases in region if they help defend Israel
  BBC Live Updates
• Wall St Week Ahead Fed meeting in focus as investors seek rate-path hints
  Reuters
• Consumers could start paying more on these items because of the Middle East conflict
  AP
• Port of LA Imports Drop 19% in May as Tariffs Hit US Businesses
  Yahoo/Bloomberg
• Cities brace for large crowds at anti-Trump ‘No Kings’ demonstrations across the US
  AP
• Trump Parade to Display Power at Home That’s Being Tested Abroad
  Bloomberg
• After Sitting Out the Iran Attack, U.S. Steps In to Help Israel Intercept Missiles
  WSJ
• More Homes Are Finally Hitting the Market, But Buyers Are Still Priced Out
  WSJ
• Trade With China Is Becoming a One-Way Street
  WSJ
• Iran hit back. But can it deter Israel?
  FT
• Surge in bond yields adds to pressure on Bank of Japan
  FT
• Tett: Oil in the new age of volatility
  FT
• Donald Trump’s show of military might prompts fears of over-reach
  FT

Friday, June 13, 2025

General

• Stocks sell off, oil surges as Israel strikes Iran
  Yahoo/Reuters
• Oil prices surge after Israel strikes Iran in major escalation of MidEast standoff
  Yahoo Finance
• Gold Jumps After Israel Launches Strikes on Iran’s Nuclear Sites
  Yahoo/Bloomberg
• Israel attacks Iran’s nuclear sites and its top military leaders. Iran retaliates with drones
  AP
• Live updates: Israel strikes Iran's nuclear facilities and kills senior military leaders, Iran retaliates with drones
  Reuters
• Live updates: Israel strikes Iran nuclear sites and military leadership as Middle East braces for retaliation
  CNN
• Israel Attacks Iran’s Nuclear Sites in Major Escalation
  Yahoo/Bloomberg
• Israel's strike on Iran was 8 months in the making
  Axios
• Ships warned to avoid Red Sea, log Hormuz voyages after Israel hits Iran
  Reuters
• Trump warns Iran: Make a deal before there’s ‘nothing left’
  Politico
• Iran plans to 'give a harsh response' to Israeli attack, Iranian security source to Reuters
  Reuters
• US consumer sentiment improves in June
  Yahoo/Reuters
• China’s tight grip on rare earths shows little sign of weakening
  CNBC
• Fed meeting in focus as investors seek rate-path hints
  Reuters
• Strait of Hormuz Is Vital, and Risky, for Shipping
  Bloomberg
• Israel-Iran Conflict Triggers Fear of ‘Death Spiral,’ Analysts Say
  Bloomberg
• How Trump’s Raids Tighten an Already Tight Labor Market
  Bloomberg
• Beijing’s Borrowing Drove Credit Growth Despite Weak Loan Demand
  Bloomberg
• Where’s the Inflation From Tariffs? Just Wait, Economists Say.
  NYT
• Your Electric Bill Is Rising Faster Than Inflation. Here’s Why.
  WSJ
• Chinese AI Companies Dodge U.S. Chip Curbs by Flying Suitcases of Hard Drives Abroad
  WSJ
• Israel launches air strikes against Iran commanders and nuclear sites
  FT
• Tett: Central banks are beginning to fret about dollar swap lines
  FT
• China’s car industry runs on empty as supply chain bills go unpaid
  FT

Thursday, June 12, 2025

Evening

• Live Updates: Israeli Strikes Target Iran’s Nuclear Program
  NYT
• Stock futures fall after Israel’s defense minister declares ‘special situation’ following attack on Iran: Live updates
  CNBC
• Dollar Falls to Lowest Since 2022 as Economic Outlook Dims
  Yahoo/Bloomberg
• US 30-Year Bond Sale Spurs ‘Sigh of Relief’ After Weeks of Angst
  Yahoo/Bloomberg
• U.S. told Israel it won't participate in an Israeli strike on Iran
  Axios
• Trump Mulls Using Defense Powers to Fund Rare-Earth Projects
  Yahoo/Bloomberg
• GOP tax bill would cost poor Americans $1,600 a year and boost highest earners by $12,000, CBO says
  AP
• US IPO market revival takes root as Chime soars in debut
  Reuters
• Why Long Bonds Are Falling Out of Favor
  Bloomberg
• China Forced to Keep Unprofitable Firms Alive to Save Jobs and Avoid Unrest
  Bloomberg
• Data Centers Pose Threat to Electric Grids, US Regulator Says
  Bloomberg
• Trump Acknowledges Israel Could Attack Iran Soon
  NYT
• Noonan: America Is Losing Sight of Its Political Culture
  WSJ

Afternoon

• S&P 500 rebounds as Oracle leads tech stocks higher: Live updates
  CNBC
• Exclusive: U.S. fears Iran's response to Israeli strike would be mass casualty event
  Axios
• Trump says he may soon hike auto tariffs to get more US production
  Yahoo/Reuters
• Trump calls Fed chief Powell ‘numbskull’ as he urges interest rate cut
  Yahoo/Bloomberg
• Trump says he won't fire Fed's Powell but 'may have to force something' on rates
  Yahoo/Reuters
• US household wealth dropped in first quarter as tariff concerns hit stocks
  Yahoo/Reuters
• US Recurring Jobless Claims Jump to Highest Since End of 2021
  Yahoo/Bloomberg
• Corporate insiders use rally to dump shares at fastest pace since US election
  Yahoo/Bloomberg
• Donald Trump warns Israeli strike on Iran could ‘very well happen’
  FT

General

• Stocks fall as Trump threatens unilateral tariffs: Live updates
  CNBC
• Gold Gains as Traders Weigh Middle East Tensions, Trump Tariffs
  Yahoo/Bloomberg
• Dollar Hits Fresh 2025 Low as US Tariff Concerns Pick Up Again
  Yahoo/Bloomberg
• Marines prepare for Los Angeles deployment as protests spread across US
  Reuters
• Iran will not compromise on right to enrichment, says official
  Reuters
• US weekly jobless claims steady at higher levels
  Reuters
• US producer prices rise modest 2.6% in May with inflationary pressures still mild
  AP
• Trump warns "take it or leave it" trade offers coming in days
  Axios
• Xi Plays Long Game on US-China Trade as Trump Seeks Quick Wins
  Yahoo/Bloomberg
• Critical minerals give China an edge in trade negotiations
  AP
• US Moves Some Diplomats Out of Mideast as Iran Tensions Rise
  Yahoo/Bloomberg
• US long-dated debt faces crucial test in $22 billion auction
  Yahoo/Bloomberg
• DoubleLine’s Gundlach Says ‘Reckoning Is Coming’ for US Debt
  Yahoo/Bloomberg
• China’s Cheap Funding Breathes Life Into Leveraged Bond Trades
  Bloomberg
• There Aren’t Enough Cables to Meet Growing Electricity Demand
  Bloomberg
• Japan Complains After Chinese Fighter Jet Buzzes Patrol Plane
  Bloomberg
• Israel Appears Ready to Attack Iran, Officials in U.S. and Europe Say
  NYT
• The Art of the Stall: China’s Strategy for Dealing With Trump
  NYT
• How Washington Has Tried to Control China’s Tech
  NYT
• How Companies Are Bracing for Trump’s Immigration Crackdown
  NYT
• Supply Chains Become New Battleground in the Global Trade War
  WSJ
• U.S. Moves to Withdraw Some Middle East Personnel as Iran Tensions Rise
  WSJ
• Iran Says It Will Accelerate Nuclear Work After U.N. Atomic Agency Censure
  WSJ
• What is the deal with all these risk indicators?
  FT
• China demands sensitive information for rare earth exports, companies warn
  FT
• Oil prices surge on fears of escalation between US and Iran
  FT
• Silver and platinum prices soar as investors seek ‘gold alternatives’
  FT
• Donald Trump says US military families can leave parts of Middle East
  FT
• Dollar weakness is turning all fund managers into currency traders
  FT

Wednesday, June 11, 2025

Evening

• S&P 500 closes lower, snapping 3-day winning streak
  CNBC
• Oil Surges as US Orders Partial Evacuation of Iraqi Embassy
  Yahoo/Bloomberg
• Bessent says US may 'roll the date forward' for some after 90-day tariff pause ends
  Yahoo/Reuters
• US-China trade truce leaves investors none the wiser
  Reuters
• US monthly budget deficit falls to $316 billion as tariffs boost customs receipts
  Yahoo/Reuters
• US reduces the presence of staffers not deemed essential in the Middle East as tensions rise
  AP
• US moves to relocate non-essential personnel from the Middle East amid heightened security concerns
  CNN
• Bessent Says ‘Remains to Be Seen’ Whether Tax Bill Adds to Debt
  Bloomberg
• Why China Can Afford to Wait for a Deal, and the US Can’t
  Bloomberg
• Fed Chair Scott Bessent? The Race to Replace Jay Powell ​​​​​​
  Bloomberg
• DoubleLine’s Gundlach Says ‘Reckoning Is Coming’ for US Debt
  Bloomberg
• Trump Unveils Plan to Scrap Power Plant Pollution Controls
  Bloomberg
• Paul Tudor Jones Fears AI Job Losses Will Worsen Social Division
  Bloomberg
• Senate Republicans Want to Trim Some of Trump’s Populist Tax Cuts
  NYT
• EU targets Chinese banks over Russian trade links
  FT

Afternoon

• Stock market comeback pauses despite tame inflation data, China-U.S. trade framework: Live updates
  CNBC
• Gold Rises on Bets of Fed Interest Rate Cuts; Platinum Surges
  Yahoo/Bloomberg
• China puts six-month limit on its ease of rare-earth export licenses, WSJ reports
  Yahoo/Reuters
• Trump Says China Will Ship Rare Earths in ‘Done’ Trade Deal
  Yahoo/Bloomberg
• US Treasury's Bessent calls on China to be 'reliable partner' in trade negotiations
  Yahoo/Reuters
• U.S. tariffs on China won’t change again, Lutnick says after trade talks
  CNBC
• Bessent Says ‘Remains to Be Seen’ Whether Tax Bill Adds to Debt
  Yahoo/Bloomberg
• Paul Tudor Jones Sees Bessent as Trump Pick for Fed Chair
  Yahoo/Bloomberg
• JPMorgan’s Jamie Dimon warns U.S. economy could soon ‘deteriorate’
  CNBC
• China Puts Six-Month Limit on Its Ease of Rare-Earth Export Licenses
  WSJ
• China’s Lock on Rare Earths Dictated Path Toward Trade Truce
  WSJ

General

• Stocks jump after tame inflation report: Live updates
  CNBC
• Gold rises as US-China trade deal uncertainty fuels demand
  Reuters
• Platinum Extends Gain as Market Shows Further Signs of Tightness
  Yahoo/Bloomberg
• Dollar, yuan steady after US, China reach framework deal to ease export curbs
  Yahoo/Reuters
• U.S. inflation rises 0.1% in May from prior month, less than expected
  CNBC
• Trump says China will supply rare earths, US to allow students
  Yahoo/Reuters
• China Urges US to Comply With ‘Hard-Won’ Deal After London Talks
  Yahoo/Bloomberg
• US, China Officials Agree on Plan to Reduce Trade Tensions
  Yahoo/Bloomberg
• The US and China have agreed on a framework to resolve their trade disputes
  AP
• Trump says China deal includes magnets, student visas
  Axios
• Appeals court lets Trump administration keep collecting tariffs while challenges continue
  AP
• Mortgage demand rises to the highest level in over a month, after holiday adjustment
  CNBC
• US Marines arrive in LA; California governor warns 'democracy under assault'
  Reuters
• US cities brace for more protests as parts of Los Angeles placed under curfew
  Reuters
• Trump warns protests at Army parade will be met with force
  Reuters
• Tariffs seen lifting underlying US consumer prices in May
  Yahoo/Reuters
• Republicans warn Trump that some deportations go too far
  Axios
• Behind the Curtain: A decades-in-the-making immigration war
  Axios
• May was world's second-hottest on record, EU scientists say
  Reuters
• China Found World’s Pain Point on Trade — and Will Use It Again
  Bloomberg
• EU Sees US Trade Talks Extending Beyond Trump’s July Deadline
  Bloomberg
• Late-Day Credit Trades Are Surging as Index Boom Reshapes Market
  Bloomberg
• Overfishing Threatens a Third of Global Fish Stocks, FAO Says
  Bloomberg
• U.S. and China Agree to Resume Trade Truce After Tensions Escalated
  NYT
• China Walks a Line in U.S. Trade Talks, Trying Not to Overplay Its Hand
  NYT
• Yale Is Rushing to Sell Billions in Private Equity Investments
  NYT
• U.S. and China Agree to Get Geneva Pact Back on Track
  WSJ
• How the U.S. Government Borrows to Fund Its Massive Budget Shortfall
  WSJ
• Texas Governor to Deploy National Guard as Anti-ICE Protests Spread
  WSJ
• US and China agree framework deal to restore trade war truce
  FT
• Gold overtakes euro as global reserve asset, ECB says
  FT
• World’s oceans remain near record temperatures as CO₂ levels rise
  FT

Tuesday, June 10, 2025

Afternoon

• Wall St muted as investors track progress of US-China trade talks
  Reuters
• Looming US Treasury debt auctions an important sentiment test
  Reuters
• US Deploys Marines to LA as Protests Spread to More Cities
  Yahoo/Bloomberg
• Macro hedge funds navigate choppy May with positive returns, say sources
  Reuters
• BlackRock, Goldman Scale Up Tax Trades in $3 Trillion SMA Boom
  Yahoo/Bloomberg
• Entry-level worker confidence is lower than ever
  Axios
• Marines Arrive in LA After Police Chief Gives Warning Over Lack of Notice
  Bloomberg
• US defence secretary defends deployment of Marines in LA
  FT
• Citi to boost provision for potential bad loans on US economic worries
  FT

General

• Stock futures are little changed as investors await details on U.S.-China trade talks progress: Live updates
  CNBC
• Stocks, dollar climb as investors hope for US-China trade talk progress
  Reuters
• US-China trade talks in London enter their second day
  AP
• Popular US Treasury Bet Risks Being Next Pain Trade, BNP Warns
  Yahoo/Bloomberg
• Traders Wary of Bold Bets Drag Credit Volatility Near Record Low
  Yahoo/Bloomberg
• US small business sentiment improves in May, but uncertainty rising
  Yahoo/Reuters
• Government borrowing binge could crowd out mortgages and business investment
  Yahoo/Fortune
• Unrestrained Trump flirts with Insurrection Act as Marines deploy to L.A.
  Axios
• Scoop: Trump held lengthy Camp David strategy session with top team on Iran and Gaza
  Axios
• Unrestrained Trump Turns to Military in Second-Term Power Play
  Yahoo/Bloomberg
• Taiwan Life Insurer Losses Swell to $1.2 Billion in May on FX
  Bloomberg
• China Sends Two Aircraft Carriers Into Pacific Ocean in a First
  Bloomberg
• Clock Ticks as U.S. and China Try to Undo Devastating Trade Curbs
  NYT
• China’s Chokehold on This Obscure Mineral Threatens the West’s Militaries
  NYT
• America’s Small Businesses Hopeful of Boost From Trump’s Spending Bill
  WSJ
• Moody’s Sounds Alarm on Private Funds for Individuals
  WSJ
• Marines Are Deploying to L.A. Area in Wake of ICE Protests
  WSJ
• US says trade talks with China ‘going well’ as sides reconvene
  FT
• Russia launches mass missile and drone attack on Kyiv for third night
  FT

Monday, June 9, 2025

Evening

• US stocks drift and Chinese markets rise as trade talks start between the world’s largest economies
  AP
• Oil Edges Up as Traders Await Outcome of US-China Trade Talks
  Yahoo/Bloomberg
• Trump says China ‘not easy’ as trade talks to continue Tuesday
  Yahoo/Bloomberg
• Senate Republicans Plan to Release Major Revisions to Trump’s Tax Bill
  Yahoo/Bloomberg
• US May Exhaust Debt-Ceiling Measures in Mid-August, CBO Says
  Yahoo/Bloomberg
• Marines will be deployed to LA to respond to immigration protests
  AP

General

• Stocks little changed as Wall Street awaits details from U.S.-China trade talks: Live updates
  CNBC
• Platinum Extends Surge to Highest Since 2021 as Market Tightens
  Yahoo/Bloomberg
• Gold gains on weaker dollar as US-China talks in focus
  Reuters
• Oil Holds Ground Ahead of Fresh Round of US-China Trade Talks
  Yahoo/Bloomberg
• US and China are holding trade talks in London after Trump-Xi phone call
  AP
• US seeking 'handshake' on rare earths from China, White House aide says
  Yahoo/Reuters
• Protests intensify in Los Angeles after Trump deploys hundreds of National Guard troops
  AP
• LA Clashes Escalate as Trump, Newsom Spar Over Troops
  Yahoo/Bloomberg
• Trump’s Tariff Chaos Threatens His Push for Rust Belt Revival
  Yahoo/Bloomberg
• Behind the Curtain: The scariest AI reality
  Axios
• China exports growth misses estimates as U.S. shipments plunge; imports nosedive on weak consumption
  CNBC
• China's factory-gate deflation worst in 22 months as economic headwinds mount
  Reuters
• Ukraine says Russia launched the biggest overnight drone bombardment of the war
  AP
• Japan to consider buying back some super-long government bonds, sources say
  Reuters
• China’s Total Rare Earth Exports Recover Ahead of US Trade Talks
  Bloomberg
• Mexico Inflation Exceeds Forecast, Breaching Top of Target Range
  Bloomberg
• Chinese Aircraft Carrier Seen Operating Deeper Into Pacific
  Bloomberg
• U.S. and China to Meet at Precarious Moment in Trade War
  NYT
• Will America’s Unbalanced Trade Doom the Dollar?
  WSJ
• Trump Advisers Rally Behind Military Response to Protests
  WSJ
• China’s Downward Price Pressures Deepened in May
  WSJ
• Taiwan Tries to Purge Its Ranks of China Sympathizers
  WSJ
• Donald Trump tests the limits of presidential authority by sending troops into LA
  FT
• The high risk adventure playground that awaits pension investors
  FT
• Hong Kong rate slump is a warning light for global markets
  FT