Friday's News Links

[Yahoo/Bloomberg] Stocks Stable as Banks Set to Steal Tech Limelight: Markets Wrap

[Yahoo/Bloomberg] Oil Rises for Third Day on Improving Demand and Weaker Dollar

[Reuters] Volatile yen keeps currency market on edge

[CNBC] Wholesale prices rose 0.2% in June, slightly hotter than expected

[Reuters] Morning Bid: Disinflation, rotation and a bruised dollar

[CNN] Houston area residents struggle without power and water as excruciating heat continues

[CNBC] JPMorgan’s Jamie Dimon warns inflation and interest rates may stay higher

[Reuters] Global bond funds see hefty inflows on expectations of rate cut

[Reuters] AT&T says data from around 109 mln US customer accounts illegally downloaded

[Axios] Massive AT&T hack compromises phone, text records of "nearly all" customers

[Yahoo/Bloomberg] Kolanovic Departure Triggers an Echo on Wall Street From 1999

[Reuters] French trade unionist hints at Olympic protests if Macron blocks left from power

[Yahoo/Bloomberg] China’s Credit Growth Weakest on Record as Demand Languishes

[Reuters] China June new bank loans miss forecasts, some money gauges hit record lows

[Yahoo/Bloomberg] China’s Growth Likely Slowed Ahead of Key Economic Meeting

[Yahoo/Bloomberg] Japan’s Households Expect Strongest Inflation on Record

[Reuters] Ukraine urges NATO to lift restrictions on targeting Russia, China denounces criticism

[Axios] Hurricanes, extreme heat form insidious combo

[NYT] Inflation Weighs on Nation’s Largest Banks

[WSJ] NATO Wakes Up to the China Threat

[FT] Who are the contenders to be French prime minister?

[FT] China exports rise at fastest pace in more than a year

Thursday Afternoon Links

[Yahoo/Bloomberg] Stock Rotation Hits Megacaps on Bets Fed Will Cut: Markets Wrap

[Reuters] Nasdaq ends sharply lower as investors rotate out of Big Tech

[Reuters] Dollar drops, yen surges as consumer prices fall in June

[Yahoo/Bloomberg] Real Estate Stocks Soar to Best Day of Year on Rate Cut Bets

[Yahoo/Bloomberg] Fed’s Musalem Says Data Point to Further Inflation Progress

[Reuters] U.S. June budget deficit shrinks to $66 billion after calendar shifts

[NYT] Once a G.O.P. Rallying Cry, Debt and Deficits Fall From the Party’s Platform

[WSJ] Why Can’t Houston Keep the Power On?

[FT] Russia believed to be behind plot to assassinate Europe’s top defence boss