Tuesday Evening Links

[AP] Israel and Lebanon’s Hezbollah agree to a ceasefire to end nearly 14 months of fighting 

[Yahoo/Bloomberg] Federal Reserve officials signal cautious path for rate cuts amid still-high inflation

[Reuters] Fed cites volatility, uncertainty as reasons to go slow on rate cuts

[Yahoo/Bloomberg] Fed Officials Mull Reverse-Repo Rate Cut to Control Benchmark

[Reuters] Mexican president warns Trump tariffs will kill jobs, hints at retaliation

[NYT] Tariff Threats Show Trump’s Commitment to Upending Global Trade

[NYT] He Helped ‘Break’ the Bank of England. Now He May Run the U.S. Treasury.

[NYT] Fed Kept Options Open on Rate Cuts, Minutes Show

[WSJ] Fed Minutes Signal More Caution on Cuts if Inflation Progress Stalls

[WSJ] Trump Fires Salvo on North American Trade Pact

[FT] Federal Reserve minutes show officials backed gradual pace of rate cuts

[FT] Mexico caught cold by threat of Trump trade war

[FT] North Korean casualties in Storm Shadow strike on Kursk, says Kyiv

Tuesday Afternoon Links

[Yahoo/Bloomberg] S&P 500’s Seven-Day Run Puts Fresh Record in Sight: Markets Wrap

[Yahoo/Bloomberg] Exclusive-Trump would impose 25% tariffs on oil from Mexico and Canada under trade plan, sources say

[AP] US consumer confidence ticks higher on better outlook for hiring

[Yahoo Finance] New home sales slump to lowest level in almost two years

[AP] Federal agency raises the size of most single-family loans the government can guarantee to $806,500

[Yahoo/Bloomberg] Goolsbee Says It Makes Sense to Slow Cuts as Fed Nears Neutral