Daily News Links

8695 posts

Sunday, April 27, 2025

General

• Wall St Week Ahead Big tech earnings, US jobs data highlight busy week for markets
  Reuters
• US economy was already sputtering before trade pain kicked in
  Yahoo/Bloomberg
• Private Credit’s Cracks Widened Before Turmoil
  Yahoo/Bloomberg
• IMF-World Bank meetings end with little tariff clarity, but economic foreboding
  Reuters
• Market turmoil has many afraid to check retirement savings
  AP
• Trump's first 100 days: America First president is overturning the world order
  Reuters
• A stunning reversal of fortunes in Canada's historic election
  BBC
• Russia launches nearly 150 drones against Ukraine as Trump doubts Putin’s desire for peace
  AP
• Panic in Pakistan as India vows to cut off water supply over Kashmir
  Reuters
• Trump Says US Ships Need Free Travel Through Panama, Suez Canals
  Bloomberg
• Trump Budget to Take Ax to ‘Radical’ Safety Net Programs
  NYT
• These GOP Lawmakers Could Sink Trump’s ‘Big Beautiful’ Tax Bill
  WSJ
• A Reckoning for the Magnificent Seven Tests the Market
  WSJ
• Label Obsession Grips Canada as Shoppers Shun American Products
  WSJ
• U.S. and Iran Conclude Latest Nuclear Talks, Divided on Key Issues
  WSJ
• Ukraine’s Crimea Lies at the Heart of Russia’s Invasion—and Trump’s Peace Plan
  WSJ

Saturday, April 26, 2025

General

• US officials adopt ‘organized’ framework to handle trade talks
  Yahoo/Bloomberg
• Former Fed governor Warsh blasts US central bank for leaving its lane
  Yahoo/Reuters
• House GOP Drafts Cuts to Federal Employee Pension System
  Yahoo/Reuters
• Iran and the US hold hours of expert talks in Oman over Tehran’s rapidly advancing nuclear program
  AP
• India Says Troops Responded to Pakistan Shots for Second Day
  Bloomberg
• Dollar Doubts Dominate Gathering of Global Economic Leaders
  NYT
• As Markets Swooned, Pros Sold—and Individuals Pounced
  WSJ
• Cargo Shipments From China to U.S. Slide Toward a Standstill
  WSJ
• China Quietly Exempts Some U.S.-Made Products From Tariffs
  WSJ
• Trump’s Campus Crackdown Reaches Far Beyond Ivy League Schools
  WSJ
• U.S. and Iran Divided by Key Question in Nuclear Talks
  WSJ
• The ‘Never Surrender’ President Retreats
  WSJ
• US stocks underperform rest of world by widest margin since 1993
  FT
• Tett: Investors bank on Bessent to tame the drunken dragon
  FT
• Boeing’s return flight highlights America Inc’s exposure to China
  FT
• How the US trade war is infecting the global economy
  FT
• Canada election 2025: who is ahead in the polls?
  FT
• China seizes disputed reef in the South China Sea
  FT

Friday, April 25, 2025

General

• Stock futures slide after 3-day winning streak: Live updates
  CNBC
• Oil prices set for weekly loss on potential for more global supply
  Yahoo/Reuters
• Xi Seeks Detente With Europe as Trump Tariffs Alienate Bloc
  Yahoo/Bloomberg
• Trump ‘misjudged’ China on trade war, Chinese adviser says
  Yahoo/Bloomberg
• Trump Sees Trade Deals Coming in Three to Four Weeks
  Yahoo/Bloomberg
• Japan is a test case for Trump's tariff deals. But talks may be tortuous.
  Reuters
• Trump talks tariffs. The EU talks free trade with the rest of the world.
  Politico
• US bond funds attract first weekly inflow in six weeks
  Yahoo/Reuters
• Fed's Kashkari nervous that trade policy uncertainty will lead to layoffs
  Yahoo/Reuters
• BofA’s Hartnett warns sell the rebound in US stocks and dollar
  Yahoo/Bloomberg
• Americans are ‘doom spending’ as a result of Trump’s trade policy, new report reveals
  Yahoo/Fortune
• How Trump’s promise of ‘Drill, baby, drill’ faded to ‘Delay, baby, delay’ for oil companies
  Yahoo/Fortune
• L.A.'s office market takes a hit amid trade wars, fires and economic uncertainty
  Yahoo/LAT
• China Vows to Ready Emergency Plans, Signals Calm Amid Trade War
  Yahoo/Bloomberg
• Core inflation in Japan's capital sharply accelerates in April
  Yahoo/Reuters
• Trump wants Iran deal but will be "leading the pack" for war without one
  Axios
• Indian officials say troops exchanged fire with Pakistani soldiers in disputed Kashmir
  AP
• Foreign Investors Dumped $63 Billion in US Equities, Goldman Says
  Bloomberg
• America’s Market Exceptionalism Isn’t Coming Back
  Bloomberg
• China Ramps Up Cash Injection as It Braces for Tariff Impact
  Bloomberg
• China Weighs Exempting Some US Goods From Tariffs as Costs Rise
  Bloomberg
• Brazil’s Inflation Picks Up Again Before Interest Rate Meeting
  Bloomberg
• Consumers Continue to Sour on the Economy
  WSJ
• American Companies Shred Outlooks Over Tariff Uncertainty
  WSJ
• Trump Is Making the Next Fed Chair’s Job Even Harder
  WSJ
• China Aims to Step Up Policy Support Amid Trade Uncertainty
  WSJ
• Trump’s Policies Boost Left-Leaning World Leaders
  WSJ
• How the Treasury market got hooked on hedge fund leverage
  FT
• China grants some tariff exemptions for US imports as trade war bites
  FT

Thursday, April 24, 2025

Evening

• S&P 500, Nasdaq close higher for third-straight day, fueled by tech gains
  CNBC
• Trump’s Trade Whiplash Sinks World Into Dreaded ‘Uncertainty’
  Yahoo/Bloomberg
• Trump Tariffs Will Hit Low-Income Americans Harder Than Richest
  Bloomberg
• The Climate Cost of America’s Infinite Tariffs
  Bloomberg
• U.S. Farmers Face Steep Drop in China’s Soybean and Pork Buying
  WSJ
• California’s Home Insurance ‘Titanic’
  WSJ
• China Menaces Taiwan’s Outlying Islands
  WSJ

Afternoon

• Stocks Climb as Fed-Cut Hopes Sink Treasury Yields: Markets Wrap
  Yahoo/Bloomberg
• Gold Rebounds as Traders Weigh Trade War, Interest-Rate Path
  Yahoo/Bloomberg
• China Says US Should Revoke Unilateral Tariffs, Denies Talks
  Yahoo/Bloomberg
• Fed officials argue for patience while gauging tariff impact
  Yahoo/Reuters
• March home sales slowed in a lethargic opening to the spring buying season
  AP
• Resale housing market stalls as mortgage rates drive steepest monthly sales decline since 2022
  Yahoo Finance
• Mortgage rates remain around 6.8% as market volatility lingers
  Yahoo Finance
• 42% of Americans under 30 say they’re ‘barely getting by’ financially, Harvard survey finds
  CNBC
• Trump science cuts roil university labs, targeting bird feeder research, AI literacy work and more
  AP
• What to know about Canada's election and its stakes
  Axios
• China Cancels US Pork Shipments After Tariffs Raise Prices
  Bloomberg
• Fed’s Waller Says He’d Support Rate Cuts If Tariffs Drive Job Losses
  Bloomberg
• U.S. Needs More Power for AI—but Critical Equipment Is Pricey and Scarce
  WSJ
• A Historic Gold Rush Is Under Way, From Wall Street to Main Street
  WSJ
• Consumer giants ring warning bells over Trump’s trade war
  FT

General

• Stocks Fluctuate on Tariff Concern as Dollar Slips: Markets Wrap
  Yahoo/Bloomberg
• US Officials Mull Easing Tariffs Targeting the Auto Industry
  Yahoo/Bloomberg
• US filings for jobless benefits inch up as labor market remains strong despite fears of downturn
  AP
• Most Americans expect higher prices as a result of Trump’s tariffs, a new AP-NORC poll finds
  AP
• Japan urges G20 to stabilise markets, warns of US tariff damage
  Reuters
• Russian strike on Kyiv kills 9 in biggest attack on Ukrainian capital since last summer
  AP
• Rubio says Iran must give up nuclear enrichment in any deal with the US
  AP
• China Says US Should Revoke Unilateral Tariffs, Denies Talks
  Bloomberg
• Japan to Resist Trump Efforts to Form Trade Bloc Against China
  Bloomberg
• Xi Seeks Detente With Europe as Trump’s Tariffs Alienate Bloc
  Bloomberg
• Gold Rebounds After Biggest Drop This Year as Dip-Buyers Step In
  Bloomberg
• Japanese Assets Draw Record Inflows in Sign Funds Are Leaving US
  Bloomberg
• Trump Is Facing Six Wars, and He’s Losing All of Them
  Bloomberg
• On Major Economic Decisions, Trump Blinks, and Then Blinks Again
  NYT
• China Bets Trump Will Back Down on Tariffs
  WSJ
• For China’s Trolls, ‘Chairman Trump’ and ‘Eyeliner Man’ Are Easy Targets
  WSJ
• Missed the Gold Rally? Go for Silver
  WSJ
• China tells US to ‘cancel all unilateral tariffs’ if it wants talks
  FT
• Donald Trump’s war with Federal Reserve threatens lasting damage to Treasuries
  FT
• Corporate America puts Wall Street on alert over damage from trade war
  FT
• Hatzius: The dollar has further to fall
  FT
• Donald Trump’s tariffs choke vital medical device supply chain
  FT
• Chinese factories slow production and send workers home as tariffs bite
  FT
• Nato chief to urge US not to force Ukraine into pro-Russia peace deal
  FT
• Europeans fear growing rift with US over Ukraine talks
  FT
• Carmakers play down advanced driving functions after Beijing crackdown
  FT

Wednesday, April 23, 2025

Evening

• S&P 500 futures are little changed after major averages post back-to-back gains: Live updates
  CNBC
• Exhausted by Trump Reversals, Traders Get No Relief From Rebound
  Yahoo/Bloomberg
• US calls EU fines on Apple and Meta 'economic extortion'
  Yahoo/Reuters
• Trump Ramps Up Pressure on Zelenskiy to Accept Peace Deal
  Yahoo/Bloomberg
• Trump Says Millionaire Tax Would Push Wealthy to Leave the US
  Bloomberg
• Trump Considers Reducing Chinese Car Part Tariffs, FT Says
  Bloomberg
• Chinese Exporters Retreat From US as Tariffs Erode Profitability
  Bloomberg
• Trump Blames Zelensky as Ukraine Peace Talks Stumble
  WSJ

Afternoon

• Wall Street rallies as worries about tariff war, Powell tenure subside
  Yahoo/Reuters
• US, China tariffs need to fall for trade talks to start, Bessent says
  Yahoo/Reuters
• US Treasury's Bessent urges IMF, World Bank to refocus on core missions
  Yahoo/Reuters
• US economic output hits 16-month low in April, expectations crater
  Yahoo Finance
• Bessent assails IMF and World Bank and says there’s an ‘opportunity for a big deal’ with China
  AP
• Bessent says IMF and World Bank 'falling short' as he calls for rebalancing of international financial system
  Yahoo Finance
• Trump says Zelenskyy is prolonging war in Ukraine by resisting calls to cede Crimea to Russia
  AP
• Bessent Says No Unilateral US Offer to Cut Tariffs on China
  Bloomberg
• Scoop: Musk vs. Bessent dispute erupted into West Wing shouting match
  Axios
• Lagarde Says Powell Is Doing What Is Needed to Serve US People
  Bloomberg
• White House Considers Slashing China Tariffs to De-Escalate Trade War
  WSJ
• Why Trump Decided Not to Try to Fire Jerome Powell
  WSJ
• Grant: ‘Our Dollar, Your Problem’ and ‘King Dollar’: The Currents of Currency
  WSJ
• Trump and the art of the retreat
  FT
• Scott Bessent warns mutual de-escalation required in US-China trade war
  FT
• Scott Bessent accuses IMF and World Bank of ‘mission creep’
  FT
• Donald Trump attacks Ukraine for not recognising Russian occupation of Crimea
  FT
• IMF predicts Trump tariffs could drive public debt to postwar high
  FT
• Jane Street trading revenues nearly doubled in 2024 to more than $20bn
  FT
• UK borrowing soars as business activity contracts at fastest rate for 2 years
  FT
• Richard Branson slams Donald Trump’s ‘erratic’ tariffs
  FT

General

• Dow futures jump 700 points after Trump says he doesn’t plan to get rid of Fed chief: Live updates
  CNBC
• 10-year Treasury yield dips after Trump backtracks plans to axe Fed chief
  CNBC
• Oil prices down about 1% after Kazakhstan defiance on high crude output
  Reuters
• US Treasury secretary says trade war with China is not ‘sustainable’
  AP
• Bessent Expects Tariff Standoff With China to De-Escalate
  Yahoo/Bloomberg
• Trump says US will set terms if China does not do a trade deal
  Yahoo/Reuters
• US AI boom under threat from tariffs, global economic turmoil
  Yahoo/Reuters
• Weekly mortgage demand plunges nearly 13%, as interest rates hit 2-month high
  CNBC
• US mortgage rates rise again, reach highest since mid-February
  Yahoo/Bloomberg
• Trump softens tariff tone amid empty shelves warning, market slump
  Axios
• Vance says US will 'walk away' unless Ukraine and Russia agree to proposals
  BBC
• Trump's "final offer" for peace requires Ukraine to accept Russian occupation
  Axios
• Rubio and Witkoff bail on crucial Ukraine talks amid Crimea split
  Politico
• Iran fortifying buried nuclear sites as talks with US continue, report says
  Reuters
• Britain posts much bigger budget deficit for 2024/25 than expected
  Reuters
• Trump Says He Has No Intention of Firing Fed Chief Powell
  Bloomberg
• Trump Floats Cutting China Tariffs ‘Substantially’ in Trade Deal
  Bloomberg
• More Americans Breathe Unhealthy Air Due to Wildfires, Extreme Heat
  Bloomberg
• Trump Says He Won’t Fire Powell. His Fed Battle May Not Be Over Yet.
  NYT
• Trump Says He Has ‘No Intention’ of Firing Fed Chair Powell
  WSJ
• China Signals Openness to U.S. Trade Talks—but Not Under Duress
  WSJ
• What Drawn-Out Capital Flight Could Do to U.S. Markets
  WSJ
• Credit-Card Companies Brace for a Downturn
  WSJ
• ‘I Could Lose It All Tomorrow’: The Traders Leaning In to Wild Markets
  WSJ
• $1 Trillion of Wealth Was Created for the 19 Richest U.S. Households Last Year
  WSJ
• Trump Tariffs Show Mixed Impact on Big Economies
  WSJ
• Scott Bessent says US and China need to de-escalate trade war
  FT
• There is no such thing as a Trump whisperer
  FT
• Eurozone business confidence plunges over US trade war
  FT

Tuesday, April 22, 2025

Evening

• Dow futures jump 500 points after Trump says he doesn’t plan to get rid of Fed chief: Live updates
  CNBC
• Trump says he has ‘no intention’ of firing Federal Reserve chair
  AP
• US Treasury secretary says trade war with China is not ‘sustainable’
  AP
• Treasury Options Show Biggest Worries Since 2021 ‘Flash Crash’
  Yahoo/Bloomberg
• Fed's Kugler, citing inflation risks, supports steady policy rate
  Yahoo/Reuters
• Ukraine’s Zelensky Pushes Back on U.S. Peace Plan
  WSJ
• How America Lost Manufacturing
  WSJ
• Donald Trump says he has ‘no intention’ of firing Jay Powell
  FT

Afternoon

• Wall Street rallies and recovers all of Monday’s slide as the dollar and US bond market steady
  AP
• Trump edges closer to crossing the market's reddest line
  Axios
• Fed's Harker says US poverty levels may be understated
  Yahoo/Reuters
• Trump’s Trade War Shaking Pillars of Financial System, IMF Warns
  Bloomberg
• Bessent Expects Tariff Standoff With China to De-Escalate
  Bloomberg
• Trump’s Fed Attacks Have Significant Market Impact, Goldman’s Hatzius Says
  Bloomberg
• Fund Market Is Hit by ‘Patriotic’ Reset in Reaction to Tariffs
  Bloomberg
• Global Economy Set for Slowdown as Tariffs Herald New Era, IMF Says
  WSJ
• Tett: Jay Powell is defiant in the face of Trump’s threats
  FT
• IMF warns of rising US recession risk and defends Fed rate policy
  FT
• Trump’s attacks on Fed chair Powell worry investors
  FT
• Dollar rout forces UK currency risk specialist to suspend shares
  FT

General

• Gold Hits $3,500 as Trump’s Fed Broadside Sparks Flight to Haven
  Yahoo/Bloomberg
• US Stocks Climb as Global Volatility Eases: Markets Wrap
  Yahoo/Bloomberg
• Asia fights drag from Wall St as US assets buckle
  Reuters
• Oil prices climb on short-covering, but tariff concerns linger
  Reuters
• Trump tariffs will undercut U.S. growth and drag the world down, IMF says
  Axios
• Investors fear Trump's attacks on Powell will pile on pain
  Reuters
• Hedge funds' 2025 selling focuses on discretionary stocks, Goldman data shows
  Yahoo/Reuters
• Harvard sues Trump administration over funding freeze
  Axios
• Europeans outlined non-negotiable issues to US for Ukraine-Russia peace deal, French minister says
  Reuters
• As US Recession Looms, Banks Brace for Worse
  Bloomberg
• Ishiba Pens Letter to Xi as Japan Aims to Avoid Trade Crossfire
  Bloomberg
• US Foreign Policy Confronts Reality in Ukraine and Iran
  Bloomberg
• Trump Is Laying the Groundwork to Blame Powell for Any Downturn
  WSJ
• Why Florida’s Condo Owners Are So Desperate to Sell
  WSJ
• Gold hits $3,500 for first time as Donald Trump’s attack on Jay Powell rattles markets
  FT
• Trump tariff talk roils US oil industry in bedrock Republican territory
  FT

Monday, April 21, 2025

Evening

• Futures are little changed after stocks tank on Trump’s latest jab at Fed: Live updates
  CNBC
• Stocks, Bonds Sink in Broad Retreat From US Assets: Markets Wrap
  Yahoo/Bloomberg
• Trump’s Push Against Powell Adds to Doubts of US’s Haven Status
  Yahoo/Bloomberg
• Can President Trump Fire Fed Chair Jerome Powell?
  Yahoo/Bloomberg
• Los Angeles mayor proposes slashing over 1,600 city jobs to close budget hole
  AP
• Student loans in default to be referred to debt collection, Education Department says
  AP
• US Bonds Aren’t ‘Risk-Free’ Assets, Ex-LTCM Partner Haghani Warns
  Bloomberg
• The Fire Jerome Powell Market Rout
  WSJ
• The Hegseth Pentagon Chronicles
  WSJ
• US stocks and dollar sink as Donald Trump renews attacks on Fed chair Jay Powell
  FT

Afternoon

• US Assets Slump Amid Wave of Fed, Tariff Rhetoric: Markets Wrap
  Yahoo/Bloomberg
• Trump renews attacks on Federal Reserve Chair Powell, accelerating US market slide
  AP
• Dollar slides to three-year low as Trump attacks threaten Fed's independence
  Reuters
• Trump’s Push Against Powell Adds to Doubts of US’s Haven Status
  Yahoo/Bloomberg
• Trump again asks Fed's Powell to lower rates, calling him a 'major loser'
  Yahoo Finance
• The Federal Reserve's dual mandate dilemma
  Axios
• GOP lawmakers running out of options to pay for Trump’s costly agenda
  The Hill
• Patience runs thin as Trump’s battle with Supreme Court intensifies
  The Hill
• US bond funds suffer fifth weekly outflow on tariff-driven inflation fears
  Yahoo/Reuters
• China retreats from US private equity investments, FT reports
  Yahoo/Reuters
• NY Fed finds Americans trimming back wage expectations for new jobs
  Yahoo/Bloomberg
• Trump Renews Call for Rate Cut, Slams Fed Chair
  WSJ
• US stocks and dollar sink as Trump renews attacks on Fed chair Powell
  FT
• The US, not others, will feel most pain from its economic mistakes
  FT

General

• Gold Hits Record as Dollar Sags and Trade War Concerns Persist
  Yahoo/Bloomberg
• Dow tumbles 700 points to start week as investors await any progress on Trump trade deals: Live updates
  CNBC
• US Stock Futures and Dollar Sink on Powell Threats: Markets Wrap
  Yahoo/Bloomberg
• 10-year Treasury yield rises as investors weigh Trump’s criticism of Powell
  CNBC
• Oil Declines on Fear Trade War Will Weaken Global Energy Demand
  Yahoo/Bloomberg
• Big Tech’s “Magnificent Seven” heads into earnings season reeling from Trump turbulence
  AP
• China warns countries against making trade deals with the US unfavorable to Beijing
  AP
• China Slashes US Commodities Purchases as Trade Tensions Worsen
  Yahoo/Bloomberg
• Trump’s tariffs will likely hurt US economy. Immigration crackdown makes it worse
  Yahoo/Bloomberg
• Trump’s tough talk might help Liberal Mark Carney win a full term as Canada’s prime minister
  AP
• Trump’s Push Against Jerome Powell Latest Reason to Sell Dollar
  Bloomberg
• China Warns Nations Not to Cut US Trade Deals at Its Expense
  Bloomberg
• Authers: Say ‘You’re Fired’ and Watch What Happens
  Bloomberg
• Dudley: The Four Reasons Why the Fed Will Be Patient on Rates
  Bloomberg
• America’s China Policy Is Dangerous and Self-Defeating
  Bloomberg
• The US Is Leaving the World Behind Faster Than Feared
  Bloomberg
• Hegseth’s Pentagon in ‘Full-Blown Meltdown,’ Ex-Spokesman Says
  Bloomberg
• Eight Charts Show Men Are Falling Behind, From Classrooms to Careers
  Bloomberg
• Millions of Student Loan Borrowers Are Behind on Payments
  NYT
• Will a Federal Judge Break Up Google?
  NYT
• China Warns Against Trade Deal With U.S. at Beijing’s Expense
  WSJ
• How Long Will Big U.S. Banks Continue to Lead the World?
  WSJ
• Why It’s So Difficult for Robots to Make Your Nike Sneakers
  WSJ
• Dollar weakens as Trump attack on Fed chair Powell rattles markets
  FT
• Beijing warns countries not to act against China in trade deals with US
  FT
• China pulls back from US private equity investments
  FT
• US tariffs on pharmaceuticals risk shortages of lower-cost generic drugs
  FT
• Trump, Vance and the attack on American universities
  FT