Daily News Links

8804 posts

Thursday, June 5, 2025

Afternoon

• Treasury Rally Stalls as ECB Sparks Euro-Zone Bond Selloff
  Yahoo/Bloomberg
• Tesla Tumbles After Musk Escalates Attacks on Trump Tax Bill
  Yahoo/Bloomberg
• Trump says after Xi call that US and China will resume trade talks
  AP
• China's trade war gambit puts Trump on defense
  Axios
• The world's auto supply chain is in the hands of a few Chinese bureaucrats
  Reuters
• Auto companies face shortages due to China's rare earth restrictions
  Reuters
• US trade deficit narrows sharply in April; imports post record drop
  Yahoo/Reuters
• Fed’s Kugler looks to hold rates steady as she warns of higher inflation from Trump's tariffs
  Yahoo Finance
• Musk goes nuclear: "Without me, Trump would have lost the election
  Axios
• Trump and Musk’s relationship flames out just as it started, intensely and publicly
  AP
• Citadel CEO worried by rising cost of US default insurance
  Yahoo/Reuters
• China Skips US Oil Purchases for Second Month on Trade Impasse
  Bloomberg
• Red Sea Passage Remains a No-Go for Shipping Despite U.S. Action
  NYT
• Trump Says He Discussed Trade, Rare Earths in Call With China’s Xi
  WSJ
• Donald Trump and Xi Jinping agree to launch new round of trade talks
  FT
• BlackRock’s Larry Fink sounds alarm over rising US deficit
  FT
• Donald Trump attacks ‘hostile’ Elon Musk as row over tax bill erupts
  FT
• Christine Lagarde signals ECB rate-cutting ‘nearly concluded’
  FT

General

• Stocks rise after Chinese state media says Trump and Xi held call: Live updates
  CNBC
• Japan's 30-year bonds rise as weak auction adds to pressure to curtail issuance
  Yahoo/Reuters
• Silver Gains Ground on Gold With Jump to Highest Since 2012
  Yahoo/Bloomberg
• Trump holds call with Xi, Chinese media says
  CNBC
• The number of Americans filing for jobless benefits last week rises to highest level in eight months
  AP
• US plans wider China tech curbs targeting subsidiaries
  Yahoo/Bloomberg
• US auto suppliers say immediate action needed on China rare earths restrictions
  Yahoo/Reuters
• Trump's incredibly volatile tariff landscape, in one chart
  Axios
• Trump announces travel ban and restrictions on 19 countries set to go into effect Monday
  AP
• ECB Cuts Rates for Eighth Time, Widening Gap With Fed
  Yahoo/WSJ
• Home Remodeling Bond Sales Surge as Americans Avoid Moving
  Yahoo/Bloomberg
• US Business Optimism Slumps in ‘Clear Pivot’ From Trump Election
  Bloomberg
• Why Trump Has Doubled Down on Steel and Aluminum Tariffs
  Bloomberg
• US Trade Deficit Narrows by Most on Record as Imports Plunge
  Bloomberg
• Global Bond Auctions Show Weaker Trend as Fiscal Angst Grows
  Bloomberg
• Trump Stymied in ‘Art of the Deal’ Approach to World’s Strongmen
  Bloomberg
• Japan 30-Year Bond Auction Sees Weakest Demand Since 2023
  Bloomberg
• Why Property Giant New World’s Debt Woes Have Hong Kong on Edge
  Bloomberg
• Trump’s Crackdown on Foreign Students Threatens to Disrupt Pipeline of Inventors
  WSJ
• Trump Bans Citizens of 12 Countries From Traveling to U.S.
  WSJ
• How the Houthis Rattled the U.S. Navy—and Transformed Maritime War
  WSJ
• Germany’s Leader Has a Message for Trump: We Need You, but You Also Need Us
  WSJ
• Big investors shift away from US markets
  FT
• ‘Zombie fires’ fuel intense Canadian blazes as weather warms
  FT
• Why does Maga world hate Europe?
  FT
• Kim Vows Full Backing for Putin as Ties With Russia Deepen
  FT

Wednesday, June 4, 2025

Evening

• Treasury Yields Tumble as Wagers on September Fed Rate Cut Grow
  Yahoo/Bloomberg
• Fed ‘Beige Book’ economic report cites declining growth, rising prices and slow hiring
  CNBC
• Trump tax bill will add $2.4 trillion to the deficit and leave 10.9 million more uninsured, CBO says
  AP
• Trump’s tariffs would cut US deficits by $2.8T over 10 years and shrink the economy, CBO says
  AP
• Businesses are raising prices after tariffs — even on unaffected goods
  Axios
• China increases scrutiny over rare earth magnets with new tracking system
  Reuters
• Musk demands do-over on Trump budget bill
  Axios
• Republicans scramble to avoid a war with Elon Musk
  Axios
• Trump says Putin told him that Russia will respond to Ukrainian attack on airfields
  AP
• Mexico’s Sheinbaum to Defend Steel Industry If US Tariff Deal Fails
  Yahoo/Bloomberg
• Trump promised to welcome more foreign students. Now, they feel targeted on all fronts
  AP
• The Rare-Earth Fight Imperiling US-China Trade Peace, Explained
  Bloomberg
• Lutnick Says Hurricane Center’s Fully Staffed Despite Key Vacancies
  Bloomberg
• Trump Is Creating ‘Chaos’ for US Energy, Quantum Founder VanLoh Says
  Bloomberg
• Japan’s Biggest Fear Isn’t China or North Korea. It’s the US.
  Bloomberg
• Hong Kong Has All But Abandoned the Dollar Peg
  Bloomberg
• How Higher Tariffs on Steel and Aluminum Will Affect Companies
  NYT
• The White House Wants 90 Trade Deals in 90 Days. So Far, It May Have 1.
  NYT
• Iran’s supreme leader hits back at US nuclear proposal
  FT
• Loan defaults are looking worse below the surface
  FT
• EU urges China to loosen rare earth curbs as carmakers near crisis point
  FT
• Donald Trump tells Jay Powell to cut rates as data raises concern for US economy
  FT

Afternoon

• Stocks are little changed thanks to weak jobs data: Live updates
  CNBC
• Treasury Yields Slide on Fresh Evidence US Economy Is Weakening
  Yahoo/Bloomberg
• Oil Falls as Saudi Arabia Seeks More Major Production Hikes
  Yahoo/Bloomberg
• Trump says he spoke to Putin, predicts no ‘immediate’ peace for Russia and Ukraine
  CNBC
• US service sector unexpectedly contracts in May; inflation heats up
  Yahoo/Reuters
• Trump’s Late-Night Lament Over Xi Deepens Impasse in Trade Fight
  Yahoo/Bloomberg
• Lutnick Says He Expects Tariff Review on Aircraft Parts Soon
  Yahoo/Bloomberg

General

• S&P 500 wavers after weak ADP jobs report raises worries about the economy: Live updates
  CNBC
• Oil Steadies With Focus on Canada Wildfires, US Crude Stockpiles
  Yahoo/Bloomberg
• Higher metals tariffs kick in as deadline for 'best' offers arrives
  Reuters
• Global alarms rise as China's critical mineral export curbs take hold
  Reuters
• Private sector hiring rose by just 37,000 in May, the lowest in more than two years, ADP says
  CNBC
• Mortgage demand drops for the third straight week, even as interest rates ease
  CNBC
• Trump Says China’s Xi Is ‘Extremely Hard to Make a Deal With’
  Yahoo/Bloomberg
• Why TACO trade gets under Trump’s skin
  The Hill
• US and Europe trade negotiators discuss tariffs in Paris
  AP
• Trump says Fed's Powell must lower interest rate
  Reuters
• Rubio Eulogizes Tiananmen Protesters as Tariffs Test Ties
  Yahoo/Bloomberg
• The U.S. minted more than 560,000 new millionaires in 2024, far outpacing other countries
  Yahoo/Fortune
• Europe's auto parts suppliers suspend output due to China's rare earth curbs
  Reuters
• BOJ to consider slowing pace of bond tapering next year, sources say
  Yahoo/Reuters
• Expanding missile threats and airspace closures are straining airlines
  Reuters
• Iran’s Khamenei Spurns ‘Arrogant’ US Nuclear-Deal Proposal
  Bloomberg
• Trump and Xi Views on Rare Earths Deal Differ, Trade Expert Says
  Bloomberg
• GOP Senators’ Demands Push Megabill Price Tag Up
  WSJ
• Global Investors Have a New Reason to Pull Back From U.S. Debt
  WSJ
• Iran’s Supreme Leader Rejects U.S. Nuclear Deal Offer
  WSJ
• Automakers Race to Find Workaround to China’s Stranglehold on Rare-Earth Magnets
  WSJ
• Elon Musk Calls Trump Megabill a ‘Disgusting Abomination’
  WSJ
• Inside the Ukrainian Drone Operation That Devastated Russia’s Bomber Fleet
  WSJ
• Donald Trump says China’s Xi Jinping is ‘hard to make a deal with’
  FT
• Iran’s supreme leader hits back at US nuclear proposal
  FT
• We have ‘surrendered more to the machines’, says quant fund titan Cliff Asness
  FT
• Europe confronts Trump’s triple threat on Ukraine, Nato and trade
  FT
• Iranians seek safety in gold from sanctions and military threats
  FT

Tuesday, June 3, 2025

Evening

• Stock futures are little changed after S&P 500 posts second day of gains: Live updates
  CNBC
• Trump Signs Order Hiking Steel, Aluminum Tariffs to 50%
  Yahoo/Bloomberg
• Global alarms rise as China's critical mineral export ban takes hold
  Reuters
• Trump Asks Congress to Slash Funds for NPR, PBS and Foreign Aid
  Yahoo/Bloomberg
• Scoop: Four reasons Musk attacked Trump's "big beautiful bill"
  Axios
• Central Banks Have Every Reason to Keep Buying in Gold Market
  Bloomberg
• Data Centers Added $9.4 Billion in Costs on Biggest US Grid
  Bloomberg
• Chinese Firms Brush Off US Tariff Risks With Domestic Confidence
  Bloomberg
• A New Era of Trade Warfare Has Begun for the U.S. and China
  NYT

Afternoon

• S&P 500 rises, led by Nvidia and chip stocks: Live updates
  CNBC
• US job openings rose in April, signaling resilience in the American labor market
  AP
• NY Fed flags $1.06 trillion unrealized loss on bond holdings in 2024
  Yahoo/Reuters
• Trump tariffs stoke supply chain worries for US businesses, survey shows
  Yahoo/Reuters
• America's two realities
  Axios
• Trump Team Signals It Wants to Keep Control of Fannie, Freddie to Boost Budget
  Yahoo/Bloomberg
• Fed's Bostic: Current uncertainty calls for patience on rate policy
  Yahoo/Reuters
• Factbox-Hedge funds lifted by stocks, stymied by bonds in May, say sources
  Yahoo/Reuters
• Bessent Says China Has a ‘Choice’ on Whether or Not to Be a Reliable Partner
  Bloomberg
• NY Fed Says Net Income Could Be Negative Through Most of 2025
  Bloomberg
• Iran Says US Proposal for Nuclear Deal Is Ambiguous and Unclear
  Bloomberg
• What to Know About China’s Halt of Rare Earth Exports
  NYT

General

• Stock futures slip after S&P 500 kicks off June with a modest gain: Live updates
  CNBC
• Oil Holds Gains as Canada Wildfires Offset OPEC+ Output Hike
  Yahoo/Bloomberg
• Japan’s Bonds Pass 10-Year Supply Test as 30-Year Sale Looms
  Yahoo/Bloomberg
• Analysis-FX options market positioned for further dollar weakness
  Yahoo/Reuters
• Wall Street Games Out How to Profit From Trump Tariff Flip-Flops
  Yahoo/Bloomberg
• Exclusive: US pushes countries for best offers by Wednesday as tariff deadline looms
  Reuters
• China’s New Trade Negotiator Is Ready to Play Hardball
  MSN/WSJ
• OECD lowers global outlook as Trump trade war hits US growth
  Yahoo/Reuters
• FEMA staff baffled after head said he was unaware of US hurricane season, sources say
  Reuters
• U.S. air quality hit as 204 wildfires burn across Canada
  Axios
• China’s Private Factory Gauge Plunges to Weakest Since 2022
  Yahoo/Bloomberg
• BOJ's Ueda signals readiness to raise rates if growth re-accelerates
  Reuters
• Inflation slides to 1.9% in Europe, as worries shift from prices to Trump and tariffs
  AP
• Trump Says US Won’t Agree to Any Uranium Enrichment by Iran
  Yahoo/Bloomberg
• Analysis: An outline is emerging of the US offer to Iran in their high-stakes nuclear negotiations
  AP
• Medvedev says Russia seeks victory, not compromise, in talks with Ukraine
  Reuters
• Russia sets out punitive terms at peace talks with Ukraine
  Reuters
• Trump Presses Reluctant GOP Senators to Embrace House Tax Bill
  Bloomberg
• Mismanagement Is Putting Dollar’s Global Standing in Jeopardy
  Bloomberg
• China Private Factory Gauge Plunges to Weakest in Over Two Years
  Bloomberg
• Kremlin Douses Imminent Putin Meeting With Trump and Zelenskiy
  Bloomberg
• How Ukraine’s Drone Arsenal Shocked Russia and Changed Modern Warfare
  Bloomberg
• Most Adani Stocks Fall on Report of US Probe Into Iran Shipments
  Bloomberg
• How Low Will the Dollar Go?
  NYT
• What We Can Learn About Xi’s Rule by Studying His Father’s Life
  NYT
• Wall Street Is Sounding the Alarm on U.S. Debt. This Time, It’s Worth Listening.
  WSJ
• Russia and Ukraine Ratchet Up War While Trying to Show Trump They Want Peace
  WSJ
• China’s Manufacturing Activity Tumbles Into Contraction as Orders Drop
  WSJ
• The great Trump riddle on China
  FT
• Could Trump’s ‘big beautiful bill’ kill the OFR and accidentally sabotage SOFR?
  FT
• Donald Trump says Iran must end all uranium enrichment as part of nuclear deal
  FT
• Global economy set for weakest growth since Covid, OECD warns
  FT
• ‘An epic failure’: Russia reels from surprise Ukrainian attack on bomber fleet
  FT
• Private credit could ‘amplify’ next financial crisis, study finds
  FT
• How Blackstone and its biggest rivals are drifting apart
  FT

Monday, June 2, 2025

Evening

• Stock futures are little changed after S&P 500 kicks off June with a modest gain: Live updates
  CNBC
• Senate to Review Trump ‘Revenge’ Tax Worrying Wall Street
  Yahoo/Bloomberg
• Mexico Remittances Plunge as Trump Cracks Down on Migrants
  Yahoo/Bloomberg
• Trump claims U.S. won't let Iran enrich uranium under nuclear deal
  Axios
• How Ukraine's "Spiderweb" ensnared Russia
  Axios
• Ukraine and Russia agree to swap dead and wounded troops but report no progress toward ending war
  AP
• Consumers Are Financing Their Groceries. What Does It Say About the Economy?
  NYT
• Economists Question G.O.P. Bill: Why Increase the Deficit in Good Times?
  NYT
• China Rejects Trump’s Accusation That It Violated Trade Truce
  NYT
• FEMA Scraps New Hurricane Plan and Reverts to Last Year’s
  WSJ
• The War of Revision Is Coming
  WSJ
• Dollar slides towards 3-year low as weak US data stokes economic fears
  FT

Afternoon

• Wall Street drifts as oil prices jump and US manufacturing slumps
  AP
• Five Key Charts to Watch in Global Commodities This Week
  Yahoo/Bloomberg
• China’s Rare Earths Grip Gives Xi Leverage in US Trade Duel
  Yahoo/Bloomberg
• EU Warns It Could Accelerate Retaliatory Tariffs Over US Duties
  Yahoo/Bloomberg
• Manufacturing activity contracted in May as imports hit lowest level since 2009
  Yahoo Finance
• Trump's Truth posts mix wild conspiracies with market-moving policies
  Axios
• Fed can be patient, ready to respond if needed: Logan
  Yahoo/Reuters
• A rate cut debate is heating up inside the Fed
  Yahoo Finance
• Carry Trades Roar Back as Emerging Market Currencies Gain
  Yahoo/Bloomberg
• Ukraine’s Brazen Drone Strike on Nuclear Bombers Alarms Moscow
  Bloomberg
• The Housing Market Was Supposed to Recover This Year. What Happened?
  NYT

General

• Stocks slide as global trade tensions rise to start the new month: Live updates
  CNBC
• Gold Surges With Rising Global Tensions Boosting Haven Demand
  Yahoo/Bloomberg
• Oil Advances as OPEC+ Supply Boost Vies With Geopolitical Risk
  Yahoo/Bloomberg
• Aluminium premium for US buyers soars after Trump doubles tariffs
  Yahoo/Reuters
• China says the U.S. undermined Geneva trade deal after Trump accuses Beijing of violations
  CNBC
• China rejects Trump's accusation that it breached Geneva trade deal
  Reuters
• EU readying ‘countermeasures’ if tariffs deal with US crumbles
  AP
• US life insurers shifted $800 billion offshore from 2019 to 2024, Moody's says
  Yahoo/Reuters
• JPMorgan CEO Jamie Dimon tells Fox Business US debt could cause bond turmoil
  Yahoo/Reuters
• Fed's Waller still open to cutting interest rates later this year
  Yahoo/Reuters
• The tide is turning in the housing market as top metro areas see home prices fall ahead of a broader decline later this year
  Yahoo/Fortune
• Hedge funds buy stocks at quickest pace since Nov 2024, Goldman Sachs says
  Yahoo/Reuters
• Wall Street Sees Deeper Dollar Rout as Currency Nears 2023 Low
  Yahoo/Reuters
• Thousands evacuated in 3 provinces as Canadian wildfires threaten air quality into some US states
  AP
• Ukraine and Russia hold talks in Istanbul a day after Kyiv’s stunning drone attacks
  AP
• Ukraine drones strike bombers during major attack in Russia
  BBC
• Exclusive: Iran poised to dismiss US nuclear proposal, Iranian diplomat says
  Reuters
• New World Development drops after company to defer coupon payments
  Reuters
• Nationalist Nawrocki wins Polish presidential election
  Politico
• China Accuses US of Violating Trade Deal, Vows Firm Response
  Bloomberg
• Polish Nationalist Nawrocki Wins Presidential Election
  Bloomberg
• Taiwan Dollar Option Trade Slump Lifts Insurers’ Hedging Costs
  Bloomberg
• U.S. Dependence on China for Rare Earth Magnets Is Causing Shortages
  NYT
• Wall St. Is All In on A.I. Data Centers. But Are They the Next Bubble?
  NYT
• China Hits Back Against Trump Claims That It Broke Trade Truce
  WSJ
• GOP Senator Draws Red Line on Trump Megabill
  WSJ
• Climate Startups Are Pausing Operations, Cutting Staff and Entering Bankruptcy as Trump Policies Bite
  WSJ
• Ukraine’s Stunning Assault Roils Russia’s Global Military Strategy
  WSJ
• China accuses US of ‘seriously violating’ trade truce and vows to respond
  FT
• Trump tariffs cut off recovery in private equity dealmaking
  FT
• Ukraine stages audacious attack on airfields deep in Russian territory
  FT
• Donald Trump’s plans for Fannie and Freddie would mean payday for hedge funds
  FT
• Trump always chickens out on foreign policy too
  FT
• Debt is crushing the developing world
  FT

Sunday, June 1, 2025

Evening

• Stock futures inch lower to kick off start of the new trading month: Live updates
  CNBC
• To attack Russian air bases, Ukrainian spies hid drones in wooden sheds
  Reuters
• Bessent Says US Will Never Default as Congress Faces Endgame
  Bloomberg
• Over 3,000 Private Credit Deals From Just 20 Analysts Raise Questions on Wall Street
  Bloomberg
• Highways Baking at 158F Signal a Red-Hot Summer From China to the US
  Bloomberg
• Trump Looks to Shore Up Support for GOP Megabill
  WSJ
• Treasury secretary Scott Bessent insists US will ‘never default’ on its debt
  FT
• Ukraine stages audacious attack on airfields deep in Russian territory
  FT
• Britain to build up to 12 attack submarines as it moves to war-ready footin
  FT

General

• EU threatens countermeasures over Trump's steel tariffs hike
  Reuters
• China accuses US's Hegseth of 'vilifying' remarks at security forum
  Reuters
• Trump administration prepares to ease big bank rules
  Politico
• US Job Growth Is Seen Moderating on Shifting Trade Policy
  Yahoo/Bloomberg
• Spike in steel tariffs could imperil Trump promise of lower grocery prices
  AP
• 'This is a roller coaster ride': How Trump's tariffs turned the 'TACO' trade into Wall Street's biggest debate
  Yahoo Finance
• China warns US not to ‘play with fire’ on Taiwan as Hegseth brands Beijing ‘imminent’ threat
  Politico
• A Ukrainian security official says Kyiv destroyed more than 40 military aircraft in a drone attack
  AP
• Explosions caused 2 bridges in western Russia to collapse, officials say. 7 people were killed
  AP
• China Blasts Hegseth as Defense Minister Avoids Singapore Forum
  Bloomberg
• Taiwan Central Bank Warns Exporters Against Currency Speculation
  Bloomberg
• China Home Sales Slump Drags On as Deflation Eats Into Incomes
  Bloomberg
• Carry Trades Roar Back Into Favor as Emerging Currencies Rally
  Bloomberg
• Trump Administration Targets Tech Firms as It Cuts More Contracts
  WSJ
• Fannie and Freddie Changes Would Reshape the Mortgage Market. It Hinges on These Questions.
  WSJ
• It’s Summer Vacation Time. Tourists Are Saying No to America.
  WSJ
• Ukraine and Russia exchange massive air strikes ahead of peace talks
  FT
• Dollar’s correlation with Treasury yields breaks down
  FT
• Donald Trump’s steel tariffs prompt anger and warnings of ‘catastrophic’ job cuts in Canada
  FT
• Iran has increased enriched uranium by 50%, says UN watchdog
  FT
• Military briefing: How Iran is preparing for Israeli or US strikes
  FT
• Britain must ‘prepare for war’, minister says ahead of defence review
  FT

Saturday, May 31, 2025

General

• Wall St Week Ahead Jobs data, tax bill, trade on tap for rebounding US stocks
  Reuters
• Trump says he plans to double steel, aluminum tariffs to 50%
  Yahoo/Reuters
• OPEC+ oil producers stick to their guns with another big hike for July
  Reuters
• Answering your questions about President Trump’s tariffs
  AP
• Japan says there is no easy concession on US tariffs, seeks more talks in June
  Reuters
• China’s factory activity contraction eases after trade war truce
  Yahoo/Bloomberg
• US defense secretary warns Indo-Pacific allies of ‘imminent’ threat from China
  AP
• Iran has amassed even more near weapons-grade uranium, UN watchdog says
  AP
• Turmoil, worry swirl over cuts to key federal agencies as hurricane season begins
  AP
• Hegseth Warns of ‘Devastating Consequences’ Should China Seek to ‘Conquer’ Taiwan
  WSJ
• The U.S. Plan to Hobble China Tech Isn’t Working
  WSJ
• Ending Parole for 500,000 Migrants Creates New Headaches for Employers
  WSJ
• Iran Builds Up Near Weapons-Grade Uranium Stockpile Despite Nuclear Talks
  WSJ
• International Students Fear Leaving the U.S. as Trump’s Visa Threats Mount
  WSJ
• Pete Hegseth says Chinese military action against Taiwan ‘could be imminent’
  FT
• Japan faces big decisions on tackling bond market volatility
  FT
• Jamie Dimon warns US bond market will ‘crack’ under pressure from rising debt
  FT
• Is private equity becoming a money trap?
  FT
• Turkey detains five mayors in latest crackdown on opposition
  FT

Friday, May 30, 2025

General

• Stocks fall as Trump says China has violated trade agreement: Live updates
  CNBC
• US Treasurys set for first monthly loss of 2025 on deficit woes
  Yahoo/Bloomberg
• Dollar poised for fifth-straight monthly drop on trade, fiscal uncertainty
  Yahoo/Reuters
• Inflation rate slipped to 2.1% in April, lower than expected, Fed’s preferred gauge shows
  CNBC
• Trump-Xi Truce Under Threat After US Targets Chinese Students, Tech
  Yahoo/Bloomberg
• Tariff Ruling Threatens a $2 Trillion Fiscal Hole in Trump Plan
  Yahoo/Bloomberg
• Tax bill contains 'sledgehammer' for Trump to retaliate against foreign digital taxes
  Yahoo/Reuters
• Fed's Logan says it 'could take quite some time' to see a shift in balance of risks
  Yahoo/Reuters
• Behind the Curtain: The Great Fusing
  Axios
• Core inflation in Japan capital hits 2-year high, keeps rate hike chance alive
  Yahoo/Reuters
• Global equity funds see second weekly outflow on tariff concerns
  Yahoo/Reuters
• Trump aims to boost Taiwan arms sales further, Reuters says
  Yahoo/Bloomberg
• Dudley: The Bond Market's Faith in America Is Facing a Severe Test
  Bloomberg
• Bessent Says US-China Talks ‘Stalled,’ Pushes for Trump-Xi Call
  Bloomberg
• A Soft Housing Market Isn’t Just a Florida and Texas Story Now
  Bloomberg
• Sharp Decline in Volatility Index Catches Seasoned Traders Off Guard
  Bloomberg
• Chinese Students Ditch US Plans as Trump Vows Crackdown on Visas
  Bloomberg
• ECB Intensifies Scrutiny of Banks’ Exposure to Private Markets
  Bloomberg
• Chinese Banks Face Liquidity Test on Deposit Exodus, Maturities
  Bloomberg
• North Korea’s Surging Military Aid to Russia Detailed in Report
  Bloomberg
• Trump Makes a New Push to ‘Decouple’ U.S. From China
  NYT
• ‘Bellwether of Risks’: What ‘Buy Now, Pay Later’ Defaults Say About the Consumer
  NYT
• Chinese Students Rattled by Trump Plan to ‘Aggressively’ Revoke Visas
  NYT
• Trump’s Team Plots Plan B for Imposing Tariffs
  WSJ
• Rising Inflation, Weak Production Put Bank of Japan in Tough Spot
  WSJ
• Donald Trump accuses China of violating US tariff truce
  FT
• Tett: There’s a ticking time bomb in Trump’s ‘big, beautiful bill’
  FT
• Chinese tech groups prepare for AI future without Nvidia
  FT