Thursday Evening Links

[Reuters] Nasdaq, S&P 500 end 2% higher in rally after US jobless data

[Yahoo/Bloomberg] S&P 500 Notches Biggest Rally Since November 2022: Markets Wrap

[Yahoo/Bloomberg] Treasury Yields Rise After Jobless Claims, Poor Auction Demand

[Reuters] Fed's Barkin sees inflation coming down, room to assess policy

[Yahoo/Bloomberg] Wall Street Sees End of Fed’s Balance-Sheet Runoff This Year

[AP] Average rate on a 30-year mortgage falls to 6.47%, lowest level in more than a year

[Yahoo/Bloomberg] Trump Wants Presidents to Have Some Say Over Interest Rates

[Reuters] Trump signals interest in influencing Federal Reserve decisions if he regains White House

[AP] Analysts shocked as Mexico’s central bank clocks rise in inflation and cuts interest rates

[NYT] Can Fed Officials Still Nail the Landing? As Rate Cuts Near, It’s a Moment of Truth.

[FT] Tett: Market gyrations reflect fears about the unwinding of QE

[FT] Mexico’s central bank cuts interest rates as economy slows