Tuesday's News Links

[Yahoo/Bloomberg] US Treasuries Rally as Faith in Fed Pivot Grows: Markets Wrap

[Reuters] Gold rises with US rate cut optimism, close to record high

[Reuters] Oil falls on lingering demand concerns in China

[Reuters] Japan keeps up yen warnings; 6 trillion yen, 2-day intervention suspected

[Reuters] US retail sales unchanged in June, beating forecasts for slight drop

[Reuters] Morning Bid: Powell stirs rate hopes, Trump trade cools

[Reuters] G7 government debt: the next market hot spot?

[Reuters] China tries to hit more birds with one stone in property rescue push

[Axios] China's money problem: Consumers aren't spending enough

[Yahoo/Bloomberg] US Tariffs at 60% Would Halve China’s Growth Rate, UBS Says

[Reuters] Euro zone households seek loans again after two years - ECB

[Yahoo/Bloomberg] Hurricane Beryl’s Cascade of Crises Was a Sign of Storms to Come

[WSJ] How Wall Street Keeps Absorbing America’s Borrowing Binge

[WSJ] China Puts Power of State Behind AI—and Risks Strangling It

[FT] The US itself could be the biggest loser in this election

[FT] France struggles to revive long lost art of political compromise

[FT] Investors should focus less on rates and more on the money flows

[FT] The doom loop of modern politics

Monday Evening Links

[Yahoo/Bloomberg] Stocks Up as Trump Picks VP in Generational Shift: Markets Wrap

[Yahoo/Bloomberg] Trump Trade Jumpstarts Bond Bet That Needs Fed for Next Boost

[Reuters] Trump VP pick supports Big Tech antitrust crackdown

[Axios] The economy's big split: Poor consumers feel slowdown, rich ones don't

[Yahoo/Bloomberg] Fed’s Daly Says Confidence on Inflation Growing, Not There Yet

[Yahoo/Bloomberg] JPMorgan Raises $9 Billion of Bonds in Post-Earnings Spree

[Yahoo/Bloomberg] Xi Jinping’s Great Economic Rewiring Is Cushioning China’s Slowdown

[FT] Jay Powell signals growing confidence that US inflation is moving towards 2% target

[FT] France’s leftist alliance rattled as far left suspends negotiations

[FT] China poses ‘deadly’ threat to UK, says former Nato boss

Monday Afternoon Links

[Reuters] Wall St rises as investors bet on second Trump term

[Yahoo/Bloomberg] Oil Swings in Listless Summer Trade With Chinese Data in Focus

[AP] Powell says Federal Reserve is more confident inflation is slowing to its target

[Reuters] NY Fed finds rise in credit rejection rate in June

[Yahoo/Bloomberg] Top Colleges’ Liquidity Pressured by Weak Private Equity Returns

[Bloomberg] Here Are the Key Takeaways From Powell’s Interview With David Rubenstein

[WSJ] Powell Signals Rate Cut Coming Into View but Declines to Say When

[WSJ] Rest of World Watches U.S. Turmoil With Growing Alarm

[FT] France’s national auditor sounds alarm over public finances