Tuesday's News Links

[Yahoo/Bloomberg] S&P 500 Lower; Dollar Gains: Markets Wrap

[Yahoo/Bloomberg] Oil Touches Seven-Week High as Traders Bet on Improving Demand

[Reuters] U.S. trade deficit rises to a record high in March

[CNBC] Biden and McConnell toughen their positions on tax hikes

[Reuters] Supply chain bottlenecks amid roaring demand slow U.S. manufacturing

[Yahoo/Bloomberg] Commodity Rally Puts Focus on Key Correlations to Watch

[Yahoo/Bloomberg] Commodity Rally Sparks Jump in Emerging Currencies, Credit

[Yahoo/Bloomberg] IPOs Boom at the Fastest Pace Since 2007 in Australia

[CNBC] ‘Rising threats’ and Russia on the agenda as G-7 foreign ministers meet in London

[Yahoo/Bloomberg] China Tensions Spill Over as Europe Moves Toward Biden’s Side

[Bloomberg] Corporate America Rides Wave of Inflation to Record Profits

[WSJ] Treasury Expects to Borrow $1.3 Trillion Over Second Half of Fiscal 2021

[WSJ] Who Would Pay Biden’s Corporate Tax Increase Is Key Question in Policy Debate

[WSJ] Auto Makers Retreat From 50 Years of ‘Just in Time’ Manufacturing

[WSJ] Lumber Prices Break New Records, Adding Heat to Home Prices

[FT] A reckoning for Spacs: will regulators deflate the boom?

[FT] Chipmaker says shortages will lead to supply chain power struggle

Monday Evening Links

[Yahoo/Bloomberg] Stocks Close Near Session Lows as Nasdaq 100 Drops: Markets Wrap 

[Yahoo/Bloomberg] Commodities Jump to New Highs Amid Oil-Demand Rebound Optimism

[Yahoo/Bloomberg] With No Holds Barred, Traders Bid Up Lumber to Fresh Record

[Yahoo/Bloomberg] Treasury Quadruples Borrowing Estimates to Pay for Stimulus

[CNBC] Warren Buffett says Berkshire Hathaway is seeing ‘very substantial inflation’ and raising prices

Monday Afternoon Links

[Yahoo/Bloomberg] Stocks Pare Gains as Nasdaq 100 Drops; Bonds Rise: Markets Wrap

[Reuters] Wall Street kicks off month on strong footing, growth stocks lag

[Yahoo/Bloomberg] Silver Leads Precious-Metals Gains on Dollar, Factory Data

[Reuters] Emerging Markets - Colombia's peso leads Latam FX losses after tax reform withdrawal

[Reuters] Biden promotes $4 trillion plans in visit to Virginia schools

[Reuters] Robinhood hits back at Buffett for retail trading comments

[Reuters] Brazil manufacturing PMI falls to 10-month low in April -IHS Markit