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Thursday, February 6, 2025

Friday's News Links

[Yahoo/Bloomberg] Stocks and Bonds Steady After Payrolls: Markets Wrap

[Yahoo/Bloomberg] Gold rises close to record on Trump tensions before jobs report

[CNBC] U.S. economy added just 143,000 jobs in January but unemployment rate fell 4%

[Axios] House GOP pleads for time after "intense" White House meeting

[Yahoo/Bloomberg] Trump Takes Aim at Private Equity’s Favorite Tax Perk Again

[Yahoo/Reuters] BIS warns on risks to economies, central bank policy over Trump uncertainties

[Yahoo/Reuters] US equity funds see sharp outflows in the week to Feb 5

[Yahoo/Bloomberg] BofA strategist Hartnett sees US stock market’s global dominance fading

[Yahoo/Bloomberg] Japan Needs Immediate Deficit Cut to Fix Fiscal Path, IMF Warns

[Yahoo/Bloomberg] Japan’s Household Spending Jumps Most Since 2022 as Wages Rise

[Yahoo/Bloomberg] Russia Faces an Impending Oil Tanker Crisis as Sanctions Pile Up: Oil Strategy

[Bloomberg] China’s Central Bank Buys More Gold as Prices Hit Record

[Bloomberg] DeepSeek Fails to Deter $325 Billion Gamble of the Century

[Bloomberg] Authers: Bessent’s Goals Won’t Work Unless DOGE Does, Too

[Bloomberg] After LA Fires Destroyed Mansions, Banks Reckon With Jumbo Loans

[Bloomberg] Private Credit Mimics CLOs to Tap Insurance Firms’ Trillions

[Bloomberg] How Close Is Iran to a Nuclear Weapon as Trump Eyes a Deal?

[NYT] Fannie Mae Underpins the Mortgage Market. Should the Government Sell It?

[NYT] Wall Street Prepares to Defend a Favored Tax Break, Again

[WSJ] Tech Giants Double Down on Their Massive AI Spending

[WSJ] Amazon Pours Fuel on Big Tech Spending After DeepSeek Panic

[WSJ] State Farm Was All In on California—Until It Pulled the Plug Before the Fires

[WSJ] It’s Russian Men Against Ukrainian Machines on the Battlefields in Ukraine

[FT] Tett: Gold glitters as the unimaginable becomes imaginable

[FT] US dealmaking suffers worst start to a year in a decade amid Trump volatility

[FT] US farmers ‘prepare for the worst’ in new Trump trade war

[FT] Trump’s memecoin inspires wave of copycats

[FT] German ‘debt brake’ reform may rattle global bond markets

[FT] Iran’s supreme leader rules out talks with Donald Trump