Daily News Links

8804 posts

Thursday, May 8, 2025

Afternoon

• Wall St rises after US-Britain trade deal boosts market confidence
  Reuters
• What’s in the US-UK trade deal? A broad agreement with limited details
  AP
• Trump Says ‘Substantive’ China Talks Could Yield Tariff Cut
  Yahoo/Bloomberg
• NY Fed survey finds deteriorating views on household financial situation
  Yahoo/Reuters
• Britain’s trade deal with Trump may not be good news for the world
  FT

General

• Dow futures rise after Trump announces U.S.-UK trade deal: Live updates
  CNBC
• US and UK are expected to announce a trade deal that Trump says will cement their relationship
  AP
• US applications for jobless benefits fall last week despite elevated uncertainty over Trump tariffs
  AP
• Why the Fed Isn’t Ready to Join Other Central Banks in Cutting Rates
  Yahoo/WSJ
• Trump: 'Too Late Jerome Powell is a fool'
  Yahoo Finance
• Hard truths slam Mike Johnson on "one big, beautiful bill"
  Axios
• Moody's warns of risk posed by rising retail exposure to private credit
  Yahoo/Reuters
• EU to Target US Cars, Planes, Bourbon If Trump Won’t Do a Deal
  Yahoo/Bloomberg
• Bank of England cuts main interest rate by 0.25% to 4.25% in face of US tariff uncertainty
  AP
• India and Pakistan trade fire and accusations after Indian missile attack
  AP
• Pakistan says shot down 25 drones, India says it pushed back Pakistani retaliation
  Reuters
• Xi tells Putin that Russia and China should be 'friends of steel'
  Reuters
• China Reiterates US Should Cancel Tariffs Ahead of Trade Talks
  Bloomberg
• US Productivity Drops for First Time Since 2022 as Output Fell
  Bloomberg
• Taiwan Dollar’s Stunning Rally Spells Trouble for Tech, Insurers
  Bloomberg
• Putin and Xi Flaunt Alliance in Russia, Threatening US-Led Order
  Bloomberg
• Taiwan’s Lai Warns of New Totalitarian Threat in Victory in Europe Day Speech
  Bloomberg
• AI is Draining Water Out of Areas that Need it Most
  Bloomberg
• How India Is Trying to Squeeze Pakistan Far From the Battlefield
  NYT
• Trump to Announce Trade Agreement With Britain
  WSJ
• Why the Fed Isn’t Ready to Join Other Central Banks in Cutting Rates
  WSJ
• Car Insurance Rates Were Ready to Drop. Then Tariffs Came Along.
  WSJ
• India, Pakistan Accuse Each Other of Drone Attacks on Military Targets
  WSJ
• Trump’s Threats Push Greenlanders Closer to Denmark
  WSJ
• Donald Trump to announce trade deal with UK
  FT
• China’s Xi Jinping likens ‘US hegemony’ to ‘fascist forces’ ahead of Vladimir Putin summit
  FT
• US scraps Biden-era rule that aimed to limit exports of AI chips
  FT
• Investors are misjudging Donald Trump’s resolve on tariffs, Pimco warns
  FT
• German president warns of Donald Trump’s ‘epochal break’ with postwar order
  FT
• Global warming reaches 1.58C over 12 months to end-April
  FT

Wednesday, May 7, 2025

Evening

• Stock futures are little changed after S&P 500 posts first positive day in three following Fed decision: Live updates
  CNBC
• Federal Reserve leaves key rate unchanged as it sees risk of higher prices and higher unemployment
  AP
• Trump digs in on high China tariffs ahead of trade talks
  CNBC
• Trump to Rescind Chip Curbs After Debate Over AI Rules
  Yahoo/Bloomberg
• "Hell to pay": Milken crowd hopes threat of GOP midterm wipeout will stop tariffs
  Axios
• Billionaire Ken Griffin calls tariffs a ‘painfully regressive tax,’ hitting working class Americans the hardest
  CNBC
• Macron, Merz tout renewed Franco-German engine to lead Europe
  Politico
• Brazil central bank hikes rates to near 20-year high, leaves next steps open
  Yahoo/Reuters
• US Consumer Borrowing Rises Most in Three Months in Broad Pickup
  Bloomberg
• Goldman Boosts Forecast for US Inflation as Dollar Slides
  Bloomberg
• Private Equity Shoves Angry Lenders to the Back of the Line
  Bloomberg
• Fed Warns of Rising Economic Risks as It Leaves Rates Steady
  WSJ
• Trump Says He Hasn’t Decided If Iran Can Enrich Uranium in a New Deal
  WSJ
• Federal Reserve warns of rising economic risks as it holds rates steady
  FT
• Denmark summons US ambassador over Greenland espionage report
  FT

Afternoon

• S&P 500 gives up gain as Fed flags stagflation risk, traders await Powell comments: Live updates
  CNBC
• Fed meeting live updates: Fed flags rising inflation risk, traders await insight from Powell presser
  CNBC
• Federal Reserve leaves key rate unchanged, flags a risk of higher prices and higher unemployment
  AP
• The more Trump talks about making trade deals, the more confusing the tariff picture gets
  AP
• Used vehicle pricing barometer jumps to highest level since 2023 amid auto tariffs
  CNBC
• Vance says Russia ‘asking for too much’ to end war with Ukraine
  Politico
• Trump Says He Won’t Lower China Tariffs to Jump-Start Talks
  Bloomberg
• Bessent Working on Clear Rules for US Investment in China
  Bloomberg
• Wall Street Banks Stuck With $6 Billion in Debt Ready to Lure Back Investors
  Bloomberg
• German Banks Face Scrutiny on Currency Crunches After US Turmoil
  Bloomberg
• Consumers Are Pulling Back, Spooked by Tariff-Related Price Increases
  NYT
• Are India and Pakistan at Risk of War? Here’s What We Know
  WSJ
• Russia, Ukraine Intensify Attacks Ahead of Moscow’s World War II Commemoration
  WSJ

General

• Stocks rise on news of upcoming U.S.-China trade talks: Live updates
  CNBC
• Oil Extends Gain With US and Chinese Officials Set to Talk Trade
  Yahoo/Bloomberg
• Pakistan Stocks Drop, Indian Assets Steady After Military Strike
  Yahoo/Bloomberg
• China Keeps Adding Gold to Reserves as Challenges Stack Up
  Yahoo/Reuters
• Federal Reserve faces tough balancing act between fighting inflation and spurring economic growth
  AP
• Fed likely to leave rates unchanged as it hunts for clarity on the economy
  Reuters
• Top US officials will meet with Chinese delegation in
  AP
• Republicans to Pay for Trump Tax Cuts With Sales of Public Land
  Yahoo/Bloomberg
• India fires missiles on Pakistan. Islamabad calls it an ‘act of war’ and says it downed Indian jets
  AP
• China launches a blitz of policies to help its economy, plans talks with the US on trade
  AP
• World leaders call for calm after India strikes Pakistan
  Axios
• China injects 'tactical' monetary stimulus ahead of US trade meeting
  Reuters
• China central bank eases policy ahead of US trade meeting
  Yahoo/Reuters
• China's capital markets under pressure from U.S. tariffs, regulator says
  Yahoo/Reuters
• Japan's service sector activity rebounds in April, PMI shows
  Reuters
• Friedrich Merz stresses European unity and defense during first trip as German chancellor to Paris
  AP
• There’s a $1 Trillion Time Bomb Ticking in Muni Finances
  Bloomberg
• States, Cities Face Funding Collapse Threat With Trump Cuts
  Bloomberg
• Where starter homes cost at least $1 million
  Axios
• Taiwan Investors Retreat From US Bond ETFs After Buying Streak
  Bloomberg
• Taiwan Currency Shock Splits Insurers on How to Hedge US Bonds
  Bloomberg
• Xi Fortifies China’s Economy Before First Talks on Trade With US
  Bloomberg
• What’s Behind the Enduring India-Pakistan Conflict?
  Bloomberg
• China Agreed to U.S. Tariff Talks but Is Likely to Play Hardball
  NYT
• Wall Street Is Watching This Shipping Data to Gauge Tariff Impact
  WSJ
• Pakistan vows to retaliate after India launches military strikes
  FT
• Why India and Pakistan are locked in a new military conflict
  FT
• The coming Asian FX ‘avalanche’
  FT
• China cuts key interest rates to buoy economy
  FT
• India launches military strikes on Pakistan
  FT

Tuesday, May 6, 2025

Evening

• Stock futures rise on news of upcoming U.S.-China trade talks: Live updates
  CNBC
• Stocks Fall as Tariff Angst Spurs Gains in Bonds: Markets Wrap
  Yahoo/Bloomberg
• Top Trump officials to meet with Chinese counterparts amid trade war
  AP
• Trump officials Bessent and Greer to meet with Chinese counterparts on trade, economic issues
  CNBC
• India launches air strikes on Pakistan and Pakistan-administered Kashmir
  BBC Live Updates
• Trump, Carney faceoff in Oval Office leaves gaping differences on tariffs, 51st state
  AP
• Trump Downplays Trade Negotiations, Says He’ll Dictate Terms
  Yahoo/Bloomberg
• Trump administration to garnish wages of 5.3 million defaulted student loan borrowers this summer
  CNBC
• Stressed US companies restructured more debt in April
  Yahoo/Reuters
• SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair Warns
  Yahoo/Bloomberg
• U.S. and Chinese Officials to Meet Amid Trade War
  WSJ
• US and China to launch formal trade talks
  FT
• India launches military strikes on Pakistan
  FT

Afternoon

• Stocks Pare Declines Amid US Trade-Deal Hopes: Markets Wrap
  Yahoo/Bloomberg
• Gold Gains as Investors Digest Bessent Comments, Await Fed
  Yahoo/Bloomberg
• Paul Tudor Jones says stock market will hit new lows even if Trump cuts China tariffs to 50%
  CNBC
• Germany's Merz becomes chancellor after surviving historic vote failure
  BBC
• Trump Downplays Trade Negotiations, Says He’ll Dictate Terms
  Bloomberg
• China Halts Imports of US Oil in Negative Sign for Shale Drillers
  Bloomberg
• U.S. Trade Deficit Hits Record as Companies Front-Load Pharmaceuticals
  WSJ
• As U.S. Turns Its Back on Free Trade, Other Countries Double Down
  WSJ
• Mark Carney tells Donald Trump Canada is ‘not for sale’
  FT
• Taiwanese troubles; Formosa bonds and US interest rate volatility
  FT
• Friedrich Merz wins second vote to become Germany’s chancellor
  FT
• The old global economic order is dead
  FT

General

• Stocks fall after S&P 500 snaps 9-day winning streak, investors await Fed decision: Live updates
  CNBC
• 'Asian crisis in reverse' as currencies soar on the dollar
  Reuters
• Treasury yields hold steady as traders await start of Fed policy meeting
  CNBC
• US trade deficit surges to record high in March
  Reuters
• Trump trade tariffs slump widens to ‘nearly all U.S. exports,’ supply chain data shows
  CNBC
• EU plans tariffs on 100 billion euros of US goods if talks fail, Bloomberg News reports
  Yahoo/Reuters
• Trump, Carney to Meet With $900 Billion Relationship on the Line
  Yahoo/Bloomberg
• Threatened by Trump tariffs, Japan walks a delicate tightrope between US and Chin
  AP
• M&A deal signing hits 20 year-low after Trump's 'Liberation Day'
  Reuters
• Taiwanese life insurers' portfolios have billions of unhedged dollars
  Reuters
• China's services growth hits 7-month low as tariffs bite, Caixin PMI shows
  Yahoo/Reuters
• Germany in turmoil as Merz loses vote to be chancellor. What next?
  Politico
• Trump's new nationalism
  Axios
• Taiwan Forwards at Two-Decade Extreme Signal More US Dollar Pain
  Bloomberg
• One Ship, $417 Million in New Tariffs: The Cost of Trump’s Trade War
  Bloomberg
• Xi Urges EU to Join Forces Against Unilateralism in Swipe at US
  Bloomberg
• Trump’s Tariffs Are Already Wreaking Havoc on Holiday Shopping
  Bloomberg
• Canada’s Goods Exports to US Fall Most in Five Years After Tariffs
  Bloomberg
• China Services Activity Slips, Adding Risk of Rapid Slowdown
  Bloomberg
• Xi Heads to Russia on Mission to Weaken US Power on World Stage
  Bloomberg
• Goldman Says Bear Market Rallies Are the Norm
  Bloomberg
• Fed Confronts Lose-Lose Scenario Amid Haphazard Tariff Rollout
  WSJ
• Canada’s Carney Seeks New Deals From Talks With Trump
  WSJ
• Republicans Flesh Out Trump’s ‘No Tax on Overtime’ Idea—With Limits
  WSJ
• Mark Carney faces trade challenges in crucial meeting with Donald Trump
  FT
• China’s diplomatic charm offensive
  FT
• European and Asian carmakers face steep shipping costs to US on top of tariffs
  FT
• Friedrich Merz fails in initial vote to become Germany’s chancellor
  FT

Monday, May 5, 2025

Evening

• S&P 500 futures are little changed as Wall Street looks to Fed policy meeting: Live updates
  CNBC
• S&P 500 snaps 9-session win streak after latest Trump tariff
  Reuters
• Trump's everything menu on taxes
  Axios
• Ford says its Q1 profit fell by two-thirds and it expects a $1.5 billion hit from tariffs this year
  AP
• Ukraine targets Moscow with drones for second straight night, officials say
  Reuters
• Asian Currencies in Focus After Dollar’s Slide: Markets Wrap
  Bloomberg
• CBO Chief Still Sees US Treasury ‘X-Date’ Coming Late Summer
  Bloomberg
• California Warns of 9% Drop in Foreign Visits in Trump Backlash
  Bloomberg
• US Space-Based Missile Defense Could Cost $542 Billion, CBO Says
  Bloomberg
• Milken Crowd Warms Up to Tariffs While Condemning All the Chaos
  Bloomberg
• No quick fix for trade rift between China and US
  FT

Afternoon

• Stocks Trim Drop as Solid Data Spur Bond Losses: Markets Wrap
  Yahoo/Bloomberg
• Federal Reserve likely to defy Trump, keep rates unchanged this week
  AP
• Bessent says Trump's tariff, tax-cut, deregulation agendas will drive investment to US
  Yahoo/Reuters
• Treasury Secretary Scott Bessent aims to soothe nerves of international investors
  Yahoo Finance
• Dollar’s Plunge in Asia Stuns Investors and Spreads Across Globe
  Bloomberg
• Growth at US Service Providers Picks Up After Slumping in March
  Bloomberg
• Companies Piled Up Commercial Paper in April to Bolster Cash
  Bloomberg
• MIT Joins Deluge of Colleges Selling Bonds Amid Funding Threats
  Bloomberg
• Bessent Touts US as ‘Premier Destination’ for World Capital
  Bloomberg
• Bezos-Backed Nuclear Fusion Firm Makes Plea Over Funding Squeeze
  Bloomberg
• Buy American? No Thanks, Europe Says, as Tariff Backlash Grows.
  NYT

General

• US Stocks Fall With Dollar, Crude Oil Sinks: Markets Wrap
  Yahoo/Bloomberg
• Gold Rises After Weekly Loss Before Fed Rate Decision This Week
  Yahoo/Bloomberg
• Oil Drops as OPEC+ Supply Surge Threatens to Swamp Global Market
  Yahoo/Bloomberg
• Taiwan’s Markets Jolted as Currency Surges Most Since 1980s
  Yahoo/Bloomberg
• Dollar under water as surge in Taiwan dollar spills over
  Yahoo/Reuters
• Fed policymakers expected to keep rates steady as tariffs roil outlook
  Reuters
• Fed and Powell face 'tug-of-war' with Trump and his tariffs looming
  Yahoo Finance
• Trump’s trade demands go beyond tariffs to target perceived unfair practices
  AP
• Trump says tariffs could be permanent, but strikes softer note on China
  Axios
• Trump says he wants a fair trade deal with China
  Reuters
• Trump threatens 100% tariff on foreign-made films
  AP
• Buying a home now requires $50K more income than renting
  Axios
• The heart of the US oil boom is slowing
  Reuters
• Temu halts China shipments to U.S. as tariff exemption ends
  CBS
• China risks a spiral into deeper deflation as it diverts U.S.-bound exports to domestic market
  CNBC
• Trump orders reopening of notorious Alcatraz prison
  BBC
• Pakistan tests missile amid India standoff, Moody's warns of economic cost
  Reuters
• US Border Towns Are Being Ravaged by Canada’s Furious Boycott
  Bloomberg
• Macron Urges US Scientists to Choose Europe After Trump Upheaval
  Bloomberg
• Economic Concerns Are Mounting, but the Fed Isn’t Cutting Rates Proactively
  NYT
• Collections Coming for Millions of Student-Loan Borrowers
  WSJ
• Tariffs Threaten Semiconductor Supply Chains, Chip-Equipment Maker Warns
  WSJ
• Taiwan Central Bank Says U.S. Didn’t Make Forex Demands, Urges Calm as Currency Surges
  WSJ
• Hedge Fund Goes on Losing Streak After Locking In Investors
  WSJ
• ‘Feed the gorilla’: How corporate America fought Trump’s tariffs threat
  FT
• Bankers urge US companies to use reprieve in market swings to sell debt
  FT
• The Taiwanese dollar’s torrid rally
  FT
• Trump has created a chance for the euro to rival the dollar
  FT
• Why the EU beats Trump at the art of the deal
  FT

Sunday, May 4, 2025

Evening

• Stock futures inch lower after S&P 500 notches best winning streak in 20 years: Live updates
  CNBC
• Oil falls more than $2/bbl as OPEC+ set to accelerate output hikes
  Yahoo/Reuters
• Bond Traders Swing to Powell’s Side as Trump Calls for Rate Cuts
  Yahoo/Bloomberg
• Trump will only accept "total dismantlement" of Iran's nuclear program
  Axios
• Trump Signals Willingness to Lower China Tariffs ‘at Some Point’
  Bloomberg
• Dollar’s Decline Is Fueling Dislocations Across Asian Currencies
  Bloomberg
• Five Key Charts to Watch in Global Commodity Markets This Week
  Bloomberg
• Bessent: Trump’s Three Steps to Economic Growth
  WSJ
• Trump Downplays Economic Concerns as He Looks to Cut Trade Deals
  WSJ
• Trump Says ‘I Don’t Know’ When Asked if He Must Uphold the Constitution
  WSJ
• Chinese exporters ‘wash’ products in third countries to avoid Donald Trump’s tariffs
  FT

General

• Wall St Week Ahead Fed outlook in focus as US stocks rally picks up steam
  Reuters
• ‘Dumpster fire’: Retailers urge shoppers to buy now before tariffs raise prices
  CNBC
• Exclusive: OPEC+ to further speed up oil output hikes, five sources say
  Reuters
• How Carney's election win will change direction of trade war
  BBC
• Russia's drone attack on Kyiv sets several residential buildings on fire, Ukraine says
  Reuters
• Putin says he hopes there will be no need to use nuclear weapons in Ukraine
  AP
• Moscow has means to bring Ukraine war to ‘logical conclusion,’ Putin says
  Politico
• Trump Trade Adviser Warns UK Against China Ties, Telegraph Says
  Bloomberg
• World’s Riskiest Bonds Lure Traders Back After Tariff Turmoil
  Bloomberg
• Trump’s Tariffs Are Lifting Some U.S. Manufacturers
  WSJ
• EU eyes closer ties to transpacific bloc as Trump jolts trade order
  FT

Saturday, May 3, 2025

General

• In Wall Street’s Epic Comeback, Unsolved Market Mysteries Abound
  Yahoo/Bloomberg
• Trump says US in transition period, downplays impact of short-term recession
  Yahoo/Reuters
• The biggest winners and losers in Trump's budget
  Axios
• US equity funds see outflows for third straight week
  Reuters
• OPEC+ agrees another accelerated oil output hike for June
  Reuters
• Hong Kong authority intervenes in market to check local currency's rise
  Reuters
• Global Factories Struggle to Overcome Trump Tariffs, Uncertainty
  Yahoo/Bloomberg
• Trump’s minerals deal with Ukraine leaves scramble for how to handle Russia
  Politico
• Australia’s Prime Minister Anthony Albanese wins a second 3-year term
  AP
• Pakistan test fires ballistic missile as tensions with India spike after Kashmir gun massacre
  AP
• Ukraine says it shot down Russian fighter jet from sea drone for first time
  Reuters
• U.S. and China Dig In on Trade War, With No Plans for Formal Talks
  NYT
• Republicans Wrestle With Trump’s Demands for Tax Cuts
  NYT
• Why OPEC Plus Is Increasing Oil Supplies Despite Falling Prices
  NYT
• Trump’s Tariff on Cheap Chinese Imports Will Cost Big Tech Billions
  NYT
• Car Buyers Rushing to Beat Tariffs Find It’s Tougher to Get Financing
  WSJ
• In Trump 2.0, ‘Free Trade’ Republicans Are a Dying Breed
  WSJ
• Harvard President Says Any Move to Revoke Tax-Exempt Status Would Be ‘Highly Illegal’
  WSJ
• First Canada, Now Australia: The Trump Factor Boosts Another World Leader in an Election
  WSJ
• Private equity’s bind should prompt an investor rethink
  FT
• US ability to defeat China in Taiwan threatened, top Indo-Pacific commander warns
  FT

Friday, May 2, 2025

General

• Stocks gain on solid jobs report, hope for China trade talks: Live updates
  CNBC
• Oil Set for Weekly Loss Amid Trade War, Iran Risks, OPEC+ Moves
  Yahoo/Bloomberg
• U.S. payroll growth totals 177,000 in April, topping expectations
  CNBC
• No Fed Cuts Until September Despite Rising Risks, Economists Say
  Yahoo/Bloomberg
• White House will unveil Trump’s 2026 budget, his first since returning to power
  AP
• Mortgage rates get more treacherous
  Axios
• Home ownership further out of reach a rising prices, high mortgage rates widen affordability gap
  AP
• China Hints at Possible Thaw With US in Evaluating Trade Talks
  Yahoo/Bloomberg
• China says it’s evaluating US overtures for trade talks, but tariffs remain an obstacle
  AP
• Trump Moves to Cut Iran’s Oil Sales as Nuclear Talks Stall
  Yahoo/Bloomberg
• S.Korea factory activity suffers worst slump in 2-1/2 yrs on US tariffs, PMI shows
  Reuters
• Iran must 'walk away' from all uranium enrichment, Rubio says
  Reuters
• Trump's Iran nuclear diplomacy needs major concessions to go beyond previous pact
  Reuters
• US Urges India, Pakistan to De-Escalate Tensions
  Yahoo/Bloomberg
• Trump Budget Seeks 23% Domestic Spending Cut, 13% Defense Hike
  Bloomberg
• Trump signs executive order directing federal funding cuts to PBS and NPR
  AP
• Head of the Port of LA Sees a Brewing Trade Storm
  Bloomberg
• Student Loan Borrowers Face Wage Garnishment as Defaults Surge
  Bloomberg
• What’s Driving Trump’s Trade Agenda
  WSJ
• Trump to Propose Slashing $163 Billion in Government Programs in Budget Blueprint
  WSJ
• Harvard’s Tax-Exempt Status to Be Revoked, Trump Says
  WSJ
• How China is quietly diversifying from US Treasuries
  FT
• Japan says US Treasury holdings could be ‘card’ in trade talks
  FT
• Tett: Get ready for a corporate rush for cash
  FT
• Hedge funds > private equity
  FT
• Is ‘hidden leverage’ an accident waiting to happen?
  FT