Friday's News Links

[Yahoo/Bloomberg] Stocks End Week With a Whimper After Days of Drama: Markets Wrap

[Yahoo/Bloomberg] Chaotic Week for Nervous Treasury Market Features U-Turn in Yields

[Yahoo/Bloomberg] Oil Poised for Weekly Gain With Eyes on Middle East, Equities

[Yahoo/Bloomberg] BOJ’s ‘Damage Control’ Leaves Traders Guessing About True Aims

[Yahoo/Bloomberg] BOJ’s Policy Path Fraught With Risks After Global Market Turmoil

[Reuters] US retailers rush holiday imports, fearing strikes and disruptions

[Reuters] China's consumer prices boosted by weather disruptions, but domestic demand still soft

[Yahoo/Bloomberg] China’s Consumer Inflation Picks Up But Demand Concerns Persist

[Reuters] China's rains and floods led to near doubling of natural disaster losses in July

[Axios] How central bank moves to bolster markets are like dealing with a toddler tantrum

[Yahoo/Bloomberg] Yen Unwind to Take Many Months to Hit Fair Value, BNY Says

[AP] Iran is accelerating cyber activity that appears meant to influence the US election, Microsoft says

[Reuters] Ukraine pierces Russian border, triggering fierce clashes

[Bloomberg] A New Red Line for India’s Rupee Is Forming as Pressure Mounts

[NYT] Wall Street on Edge After a Week of Wild Swings

[WSJ] What Economic Dangers Is the Bond Market Pricing In?

[WSJ] The Rise of Luxury Doomsday Prepping

[WSJ] Trump’s Plans Stir Fears for Fed Independence, Inflation

[FT] Israel’s reinforced air defences face biggest test from a synchronised Iran-led attack

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