Daily News Links

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Thursday, July 10, 2025

Evening

• Stock futures fall after Trump unveils 35% tariffs on Canada starting Aug 1: Live updates
  CNBC
• White House escalates pressure campaign on Fed chair by targeting its headquarters renovation
  AP
• White House accuses Powell of mismanaging Federal Reserve, citing headquarters renovation
  CNBC
• All Eyes on Bolsonaro With Lula, Trump Locked in Trade Fight
  Yahoo/Bloomberg
• White House slams Powell over Fed finances, project cost overruns
  Yahoo/Reuters
• Bessent Says Trump and Soros Have Something in Common: Impatience
  Yahoo/Bloomberg
• Trump tariff on Brazilian goods could jack up US burger price
  Yahoo/Reuters
• White House’s Vought Pressures Powell Over Fed Renovation
  Bloomberg
• LA Fires ‘Fundamentally Changed’ the Region’s Real Estate Market, Agents Say
  Bloomberg
• JPMorgan’s Oksana Aronov Sees More Junk Firms Struggling to Repay Debts
  Bloomberg
• Targeting Brazil, Trump Tests Legal Limit of His Tariff Powers
  NYT
• Looming Copper Tariffs Leave Companies Scrambling: ‘Prices Will Go Up’
  NYT
• Trump’s Tariffs Blow Up the Copper Market
  WSJ
• White House opens new front in attack on Fed chief Jay Powell
  FT

Afternoon

• Wall Street is mostly higher and airlines surge on a stronger outlook from Delta
  AP
• Red Sea insurance soars after deadly Houthi ship attacks
  Yahoo/Reuters
• Electric Bills in US Set to Rise as Utility Requests for Rate Hikes Double
  Bloomberg
• Fed’s Musalem Says It’s Too Soon to Know Tariffs’ Impact on Inflation
  Bloomberg
• Fed's Waller sees some ways to go in shrinking central bank's holdings
  Reuters
• CLOs Attract Domestic, Foreign Banks, Pushing Up Loan Prices
  Bloomberg
• US Sees 33% Drop in Car Trips by Canadians as Summer Travel Starts
  Bloomberg
• BOE’s Breeden Warns G-7 Bond Prices at Risk from Climate Change
  Bloomberg
• Private Credit Firms Pitch More Leverage to Win Over Deals
  Bloomberg
• Trump’s Push for Influence Over Fed Decisions May Hobble Next Chair
  NYT
• Trump’s Tariff Assault on Brazil Thrills Bolsonaro’s Supporters
  WSJ
• Two Ships Desperately Tried to Fight Off Houthi Attacks. Help Never Arrived.
  WSJ
• A Flash Flood of Failures in Texas
  WSJ
• Russia is digging in for the long haul in Ukraine
  FT

General

• Stocks are little changed after Nasdaq notches new record: Live updates
  CNBC
• Oil Steady as Traders Weigh Trump’s Tariffs and Red Sea Attacks
  Yahoo/Reuters
• Japan 20-Year Bond Sale Leaves Traders in Limbo Before Election
  Yahoo/Bloomberg
• US applications for jobless benefits fall to 227,000 last week, remain at historically healthy level
  AP
• GOP senators start turning against Powell
  Axios
• Brazil will respond to Trump’s 50% tariff with ‘reciprocity,’ says da Silva
  CNBC
• Trump’s 50% Levy on Brazil Shows World Nothing Is Off Limits
  Yahoo/Bloomberg
• Trump’s BRICS Warning to India Adds New Twist to Trade Deal
  Yahoo/Bloomberg
• Xi Signals China May Finally Move to End Deflationary Price Wars
  Yahoo/Bloomberg
• South Korea holds rates, warns of 'significant' uncertainty from US tariffs
  Reuters
• Russia hits Kyiv with more missiles and drones, causing fires and injuring at least 10
  AP
• Majorities in Canada view US as top threat, top ally: Survey
  The Hill
• 'I can't drink the water' - life next to a US data centre
  BBC
• Trump’s Tariffs Gift Lula Surprise Tailwind for 2026 Vote
  Yahoo/Bloomberg
• Goldman Warns Dollar Can Quickly Trade Like Risky Currency Again
  Bloomberg
• Trump Threatens 50% Brazil Tariff, Citing Bolsonaro Trial
  WSJ
• Brazil Won’t Take Orders From Trump, President Says
  WSJ
• Why America Still Can’t Get Disaster Alerts Right
  WSJ
• Can the Fed stay independent under Trump?
  FT
• US utilities plot big rise in electricity rates as data centre demand booms
  FT
• Carmakers and shipowners say Donald Trump’s port fees will hurt US consumers
  FT
• ICE dragnet strikes terror in US immigrant communities
  FT

Wednesday, July 9, 2025

Evening

• Stock futures are little changed after S&P 500 posts first winning session in three: Live updates
  CNBC
• Trump goes after Brazil with sweeping tariff threats over Bolsonaro, tech
  Axios
• Trump tariffs goods from Brazil at 50%, citing ‘witch hunt’ trial against country’s former president
  AP
• Meta Poached Apple’s Pang With Pay Package Over $200 Million
  Yahoo/Bloomberg
• Amazon Prime Day Sales Off 41% First Day, Brand Adviser Says
  Yahoo/Bloomberg
• Brazil Asks US Embassy to Explain Pro-Bolsonaro Statement
  Bloomberg
• Fed Minutes Underscore Divisions Over Pace of Interest Rate Cuts
  NYT
• The Economic Drain of Mass Deportation
  WSJ
• The Real Budget Fight Begins
  WSJ
• Donald Trump threatens to impose 50% tariff on Brazil
  FT

Afternoon

• S&P 500 rebounds after 2 days of losses, Nvidia leads gain as it reaches $4 trillion market value: Live updates
  CNBC
• Trump says U.S. interest rate is at least 3 points too high
  Yahoo/Reuters
• Minutes show Fed officials divided over tariff-driven inflation
  Axios
• Fed minutes show little support for rate cut later this month
  Yahoo/Reuters
• Trump makes new tariff threats from the Philippines to Moldova as his trade letter tally reaches 21
  Yahoo Finance
• Fed Minutes Show Committee Split Around Inflation Worries
  Bloomberg
• US Political Tension Climbs to Six-Year High in Philly Fed Index
  Bloomberg
• A Hazy Inflation Outlook Divides the Fed
  WSJ
• Warehouse Vacancies Climb to Highest Level in More Than a Decade
  WSJ
• Five Things to Know About Record Copper Prices
  WSJ
• Tight Diesel Supplies Threaten To Raise Transport, Heating Costs
  WSJ
• Fed says most policymakers see risks tariffs will cause ‘persistent’ inflation
  FT
• Top financial watchdog recommends limits on hedge fund leverage
  FT

General

• Stocks rise as investors monitor Trump tariff developments: Live updates
  CNBC
• Oil Extends Gain as UAE Signals Strong Demand for OPEC+ Barrels
  Yahoo/Bloomberg
• White House adviser Hassett emerging as serious contender for next Fed chair, WSJ reports
  Yahoo/Reuters
• Trump delays tariffs as the rest of the world plays hardball
  BBC
• Trump’s search for Powell’s replacement at the Fed is getting louder
  Yahoo Finance
• Powell’s Successor May Struggle to Deliver the Rate Cuts Trump Wants
  Yahoo/Bloomberg
• Trump’s trade blitz produces few deals but lots of uncertainty
  AP
• US mortgage applications to buy a home jump to two-year high
  Yahoo/Bloomberg
• Analysis-America's largest power grid is struggling to meet demand from AI
  Yahoo/Reuters
• AI is changing the world faster than most realize
  Axios
• China's factory-gate deflation worst in 2 years as trade war bites
  Yahoo/Reuters
• Greek ship attacked in Red Sea sinks: 4 dead, 7 rescued, 14 missing
  Reuters
• Russia batters Ukraine with more than 700 drones, the largest barrage of the war, officials say
  AP
• Copper Market in Turmoil as Trump Touts 50% Tariff on US Imports
  Bloomberg
• Deep In a Fiscal Hole, Congress Just Keeps Digging
  Bloomberg
• Bessent Steps Up Criticism of Fed as Auditions for Chair Intensify
  NYT
• Trump Didn’t Always Tout Tariffs. Now He Sees Them as a Way to Flex Power.
  NYT
• Two Kevins Battle to Be Next Fed Chair in Trump’s ‘Apprentice’-Style Contest
  WSJ
• Trump Delayed Reciprocal Tariffs After Bessent Wanted More Time on Deals
  WSJ
• Increased Hedging of U.S. Exposure by Foreign Investors May Weaken Dollar, BOE Says
  WSJ
• Trump Calls Out the Putin Charade
  WSJ
• China’s Downward Price Pressures Stayed Elevated in June
  WSJ
• ECB Should Prepare for More Volatile Price Pressures, Bundesbank’s Nagel Says
  WSJ
• Investors shrug off Donald Trump’s 200% tariff threat on pharma
  FT
• Donald Trump’s ‘tariff wall’ takes shape around south-east Asia’s factories
  FT
• Red Sea ship insurance prices jump as Houthis resume attacks
  FT
• Western Europe keeps setting new heat records as fastest-warming continent
  FT

Evening

• Stock futures are little changed as investors monitor Trump tariff developments: Live updates
  CNBC
• Trump says steep copper tariffs in store as he broadens his trade war
  Reuters
• Trading Day: No tariff clarity, or market movement
  Reuters
• US could collect $300 billion in tariff revenue this year, Treasury chief says
  Yahoo/Reuters
• US used car prices surge as tariffs drive market volatility
  Yahoo/Reuters
• Trump’s Copper Tariff Threats Are Already Raising Factory Costs
  Yahoo/Bloomberg
• A Tomato Fight With Mexico Is Set to Boost US Prices Nearly 10%
  Yahoo/Bloomberg

Tuesday, July 8, 2025

Afternoon

• Wall Street is mixed amid Trump’s new tariff deadlines
  AP
• Oil Swings as Traders Assess Trump Tariffs, Red Sea Attacks
  Yahoo/Reuters
• The paradox of Trump's tariff policy
  Axios
• US consumers happier about finances, expect stable inflation, New York Fed says
  Yahoo/Reuters
• US Treasury's Bessent to skip South Africa G20 finance meeting next week, sources say
  Reuters
• Investors snap up growing share of US homes as traditional buyers struggle to afford one
  AP
• Trump Says He’ll Set 50% Copper Tariff, Wait Year on Drug Levies
  Bloomberg
• Trump Says Powell Should ‘Resign Immediately’ If Congress Misled
  Bloomberg
• Trump Says He Won’t Punt on Tariffs Again, May Set EU Rate Soon
  Bloomberg
• US Immigration Curbs to Hit Economy Hard in 2025, Fed Study Says
  Bloomberg
• Texas Disaster Adds to US Flood Costs That Exceed $200 Billion
  Bloomberg
• BOJ Faces Inflation Risks and Has Room for Hikes, Nakaso Says
  Bloomberg
• Trump Is Opening a New Chapter in US Foreign Policy
  Bloomberg
• NFT Market Falls Fifth-Straight Quarter, Trading Volumes Plummet
  Bloomberg
• Where Things Stand With Trump’s Tariffs
  WSJ
• UK faces ‘daunting’ risks to public finances, OBR warns
  FT

General

• S&P 500 rebounds from sell-off as investors bet Trumps tariffs will end up lower than threatened: Live updates
  CNBC
• Oil Dips as Traders Assess Trump Tariffs Risk, Red Sea Attacks
  Yahoo/Bloomberg
• Yen stumbles as Trump imposes 25% tariffs on Japan
  Yahoo/Reuters
• US small business sentiment ticks down in June
  Yahoo/Reuters
• Trump sets 25% tariffs on Japan and South Korea, and new import taxes on 12 other nations
  AP
• US ocean imports from China tumbled 28% in June on tariff hikes
  Yahoo/Reuters
• Trump Promises More Weapons for Ukraine and Criticizes Putin
  Yahoo/Bloomberg
• Australia's central bank keeps rates at 3.85%, stuns markets
  Yahoo/Reuters
• Halted military aid for Ukraine may start flowing again
  Politico
• EU Chief Demands China Address Trade Imbalance as Tensions Flare
  Yahoo/Bloomberg
• Poisoned water and scarred hills: The price of the rare earth metals the world buys from China
  BBC
• Treasuries Fall With Global Bonds as Japan Supply Jitters Return
  Bloomberg
• America’s Copy-and-Paste Tariffs Will Rile ‘Mr. Japan’
  Bloomberg
• Why Extreme Rainfall Is Becoming More Frequent, and Deadlier
  Bloomberg
• 7 Rounds of Talks and No Deal: Japan Girds for New Era of U.S. Relations
  NYT
• Japan Determined to Strike Fair Trade Deal With U.S.
  WSJ
• U.S.’s Biggest Asian Allies Ready Last-Ditch Trade Appeal to Trump
  WSJ
• Tariff Uncertainty Likely to Weigh on Global Growth Even After Extended Talks
  WSJ
• Trump to Resume Sending Weapons to Ukraine
  WSJ
• China’s weaponisation of rare earths is a new kind of trade war
  FT
• US universities face $1bn revenue hit over foreign student fears
  FT
• US contractors cut off by Doge get a lifeline from private credit
  FT
• China criticises manufacturers over price war as deflation fears mount
  FT

Monday, July 7, 2025

Evening

• Stock futures fall as investors await clarity on trade: Live updates
  CNBC
• Trump Extends Tariff Deadline to August as He Unveils New Rates
  Yahoo/Bloomberg
• Trump to put 25% tariffs on Japan and South Korea, new import taxes on 12 other nations.
  AP
• Troops and federal agents briefly descend on LA’s MacArthur Park in largely immigrant neighborhood
  AP
• Ship attacked in the Red Sea after a bulk carrier sinking claimed by Yemen’s Houthi rebels
  AP
• Apple Loses Top AI Models Executive to Meta’s Hiring Spree
  Bloomberg
• Trump Pushes Global Trade War Back to the Top of His Agenda
  WSJ
• ‘Tariff Man’ Is Back for More ‘Liberation’
  WSJ
• Donald Trump renews threat to hit trading partners with steep tariffs
  FT
• Brics nations hit back at ‘emperor’ Donald Trump over tariff threats
  FT

Afternoon

• Dow falls 500 points to session low after Trump announces 25% tariff on Japan, Korea goods: Live updates
  CNBC
• Treasury Yields Climb Ahead of Auctions Amid Tariffs Uncertainty
  Yahoo/Bloomberg
• Trump to put 25% tariffs on Japan and South Korea
  AP
• Trump Steps Up His Fight With Brics Nations
  WSJ
• Houthis Attack Ship in Red Sea for First Time Since Trump Announced a Truce
  WSJ
• Yemen’s Houthi rebels say bulk carrier Magic Seas that they attacked Sunday has sunk
  AP
• Treasury’s Cash Rebuild After Debt-Ceiling Hike Will Be Different Than 2023
  Bloomberg
• Trump Immigration Enforcer Says ICE Will Boost Raids in New York
  Bloomberg
• Why Jane Street Was a Target in India’s Option Trading Crackdown
  Bloomberg
• Hot Junk Loan Market Hits Stumbling Blocks as Investors Feel Squeeze
  Bloomberg

General

• Stocks fall after Trump team says tariffs will go into effect on Aug. 1: Live updates
  CNBC
• Stocks slip in Asia on US tariff confusion, oil skids
  Yahoo/Reuters
• Oil Steadies as Saudis Bet Market Can Absorb OPEC+ Output Hike
  Yahoo/Bloomberg
• Trump says countries aligning with BRICS policies will face additional 10% tariff
  CNBC
• Trump Is Already Making the Next Fed Chair’s Job Harder
  Yahoo/Bloomberg
• America’s Deficit Reckoning: How the U.S. debt spiral could spark a crisis
  CNBC
• Trump Slams Musk Plan for Rival Political Party as Feud Deepens
  Yahoo/Bloomberg
• Texas tragedy foretells future for warming climate, scientists say
  Axios
• BRICS in Wait-and-See Mode After Trump Threatens Extra Tariffs
  Bloomberg
• China’s PBOC Keeps Buying Gold as Reserves Grow For Eighth Month
  Bloomberg
• Curbs on Jane Street’s India Operations May Deepen Options Slump
  Bloomberg
• Trump Keeps Foreign Countries on Edge as Tariff Deadline Nears
  NYT
• Trump Faces Crucial Week for Reaching Trade Deals
  WSJ
• EU Still Hopes for Initial U.S. Trade Deal Before Deadline
  WSJ
• First-Time Home Buyers Are MIA. Landlords Are the Winners.
  WSJ
• Donald Trump threatens extra 10% tariff over ‘anti-American’ Brics policies
  FT
• Sonders: US immigration shift may have profound economic consequences
  FT
• Trump’s ominous ICE security state
  FT
• Donald Trump calls Elon Musk a ‘train wreck’ as feud escalates over third party
  FT
• Bosnia, 30 years on: the looming crisis in the Balkan
  FT

Sunday, July 6, 2025

Evening

• Stock futures fall after Trump says tariffs will go into effect on Aug. 1, not July 9: Live updates
  CNBC
• Nations Chase US Trade Deals as Bessent Hints at Extension
  Yahoo/Bloomberg
• Bessent: Tariffs will ‘boomerang’ back to April levels by Aug. 1 for countries without deals
  CNBC
• BRICS group condemns increase of tariffs in summit overshadowed by Middle East tensions
  AP
• OPEC’s new supply shock locks in oil market's return to surplus
  Yahoo/Bloomberg
• ICE Raids Derail Los Angeles Economy as Workers Go Into Hiding
  Bloomberg
• Deadly Floods Reinforce Texas’ Challenge as Crisis Epicenter
  Bloomberg
• Jane Street’s Cash Machine Comes to an Abrupt Halt in India
  Bloomberg
• Trump Faces Crucial Week for Reaching Trade Deals
  WSJ

General

• US trade partners race for deals as Trump readies tariff notices
  Yahoo/Bloomberg
• Trump’s tariff date arrives after a 90-day rollercoaster
  Yahoo/Bloomberg
• America has two labor markets now
  Axios
• Dollar Doubters Seed Historic Gains for Developing World Debt
  Yahoo/Bloomberg
• The Securities That Banks Are Backing Away From: Credit Weekly
  Bloomberg
• An Isolated Iran Looks to BRICS for Allies, Testing a New World Order
  NYT
• The Coder ‘Village’ at the Heart of China’s A.I. Frenzy
  NYT
• How Healthcare Cuts in the ‘Big, Beautiful Bill’ Will Affect Americans
  WSJ
• Homeowners Who Gambled on Lower Rates Are Paying the Price
  WSJ
• A Defiant Iran Draws on the Lessons of an Earlier War
  WSJ
• Turkish Police Detain Three More Mayors From Party Opposed to Erdogan
  WSJ
• Retail investors reap big gains from ‘buying the dip’ in US stocks
  FT

Saturday, July 5, 2025

General

• Trump tariff letters going to a dozen countries Monday
  Axios
• Trump says tariff letters to 12 countries signed, going out Monday
  CNBC
• OPEC+ will boost supply even faster with larger August hike
  Yahoo/Bloomberg
• Trump Amps Up Tariff Pressure, and EU Scrambles to Secure a Deal
  Yahoo/WSJ
• Camp Mystic, a century-old girls Christian summer camp deluged by Texas flood
  NBC
• Buying bonds didn’t boost economy, admits Bank of England
  Yahoo/Telegraph
• Trump tells Zelensky he wants to help Ukraine with air defense, sources say
  Axios
• Trump says Ukraine will need Patriot missiles for its defense, chides Putin
  Reuters
• Trump says Iran has not agreed to inspections, give up enrichment
  Reuters
• Eastern China swelters under early heatwave, threatening crops and industry
  Reuters
• Ukraine Says It Strikes Air Base in Russia’s Voronezh Region
  Bloomberg
• China’s Rare Earth Origin Story, Explained
  NYT
• China Has Paid a High Price for Its Dominance in Rare Earths
  NYT
• Trump’s ‘Fiscal Dominance’ Play
  WSJ
• To Understand the Economy, This Fed President Is Ditching His Desk
  WSJ
• Xi Has Spent Decades Preparing for a Cold War With the U.S.
  WSJ
• The Warning Signs for Russia’s Economy Are Flashing Red
  WSJ
• The Moment the Clean-Energy Boom Ran Into ‘Drill, Baby, Drill’
  WSJ
• Opec+ plans to boost oil output in bid to win back market share
  FT

Friday, July 4, 2025

General

• US Stock Futures Drop on Latest Trump Tariff Salvo: Markets Wrap
  Yahoo/Bloomberg
• Stocks and dollar dip as Trump's spending bill passes, trade deal deadline nears
  Yahoo/Reuters
• Trump Plans to Start Notifying Countries of US Tariffs Up to 70%
  Yahoo/Bloomberg
• Jane Street Curbed in India After $4.3 Billion Trading Gain
  Yahoo/Bloomberg
• Jane Street barred from Indian markets as regulator freezes $566 million over Nifty 50 manipulation claims
  CNBC
• Factbox-What is Jane Street, the US trading firm facing heat in India?
  Yahoo/Reuters
• China Adviser Says Time ‘Running Out’ to Set Up Xi-Trump Meeting
  Yahoo/Bloomberg
• Russia hammers Kyiv in largest missile and drone barrage since war in Ukraine began
  AP
• Ukraine's drones damage power infrastructure in Sergiyev Posad near Moscow, Russia says
  Reuters
• S&P 500 Is a Touch Away From Triggering Sell Signal, BofA Says
  Yahoo/Bloomberg
• Traders on Edge as India's Regulator Temporarily Bars Jane Street
  Bloomberg
• Starmer Has Nowhere to Go, Stuck Between Rebels and Bond Market
  Bloomberg
• Country Garden Faces Grim Outlook as Sales Slump Deepens in June
  Bloomberg
• Germany’s Autobahn Cracks After Heat Wave Hits Europe
  Bloomberg
• Trump Says Tariff Letters Imminent, Unsettling Markets
  WSJ
• Wall Street Worries as Crisis-Level Deficits Become the Government’s Default Mode
  WSJ
• How Trump Got His ‘Big, Beautiful Bill’ Across the Finish Line
  WSJ
• Putin Plots Summer of Relentless Attacks on Ukraine
  WSJ
• U.N. Pulls Nuclear Inspectors Out of Iran for Safety Reasons
  WSJ
• The Yellow Sea Is the New Flashpoint for China’s Regional Power Play
  WSJ
• Trump to step up tariff pressure with letters to trade partners on new rates
  FT
• Donald Trump tightens grip on power with ‘big, beautiful’ policy triumph
  FT
• The details of Jane Street’s alleged ‘sinister scheme’ in India
  FT
• Saudi Arabia sticks with Iran after Israel war
  FT

Evening

• Stocks hit record, US dollar strengthens after jobs data
  Reuters
• Trump extends his political power with 'big, beautiful' win in Congress
  Reuters
• Trump says he made no progress on Ukraine in his call with Putin
  Axios
• US Immigration Crackdown to Intensify With $150 Billion Infusion
  Yahoo/Bloomberg
• US military says 200 Marines being sent to support ICE in Florida
  Reuters
• Trump May Start Telling Nations New Tariff Rates on Friday
  Bloomberg
• What Killing Tax Credits Means for the Electric Vehicle Market
  Bloomberg
• Tax Cuts, Student Loans, Medicaid: What’s in the GOP’s Megabill
  WSJ
• Trump Says He Made No Progress With Putin on Ukraine in Call
  WSJ
• Donald Trump’s ‘big, beautiful bill’ provides windfall for US immigration crackdown
  FT