Friday's News Links

[Yahoo/Bloomberg] Treasury Yields Fall as Data Bolster Fed-Cut Bets: Markets Wrap

[Yahoo/Bloomberg] Bitcoin Down 25% From All-Time High as Crypto Rout Worsens

[Yahoo/Bloomberg] Oil Heads for Monthly Loss as Tariff Risks Batter Sentiment

[CNBC] Fed’s favorite core inflation measure hits 2.6% in January, as expected

[Yahoo/Reuters] US goods trade deficit widens sharply in January

[AP] US consumers cut spending in January more drastically than at any point in the last four years

[CNBC] China vows to retaliate as necessary after Trump threatens another 10% tariff hike

[Axios] Republicans fear their big budget win is a 2026 time bomb

[AP] At meeting with Trump, Zelenskyy will seek security assurances against future Russian aggression

[Yahoo/Bloomberg] Trump Dials Back Fed-Bashing, Seeks a Different Kind of Rate Cut

[Yahoo/Reuters] U.S. equity funds gain sharp inflows despite tariff concerns

[Yahoo/Bloomberg] ‘Trump put’ looms as S&P 500 reverses election rally, BofA says

[Yahoo/Bloomberg] Private Credit ETF From State Street, Apollo Raises SEC Concern

[AP] Social Security Administration could cut up to 50% of its workforce

[AP] Trump makes US copper mining a focus of his domestic minerals policy

[AP] Doug Ford reelected as Ontario’s premier with mandate to fight Trump tariffs

[Yahoo/Bloomberg] China Keeps Unprecedented Hold on Metals With Mining Push Abroad

[Yahoo/Bloomberg] Hundreds Fired at Weather Agency as US Faces Storm Warnings

[Yahoo/Bloomberg] North Korea’s $1.5 Billion Heist Puts the Crypto World on Notice

[Bloomberg] Goldman Strategists Warn of Risks for Credit as Tariffs Rattle

[Bloomberg] Trump Piles Pressure on Xi With Latest Threat to Raise Tariffs

[Bloomberg] China’s Yuan Effort Pushes Bank Funding Rate to Eight-Month High

[Bloomberg] China’s New-Home Sales Steady on Continued Policy Support

[Bloomberg] China’s Military Drills Near US Allies Seen as Test for Trump

[Bloomberg] Japan’s Stocks Set for Worst Month Since 2022 on Chips, Tariffs

[NYT] Inflation Is Stalking Trump

[WSJ] Trump’s Tariff Onslaught Is Coming Faster Than His Team Can Carry It Out

[WSJ] The Tariff Pain Is Getting Real for Chinese Companies

[WSJ] Tokyo’s Slowing Consumer Inflation Cools BOJ Rate Increase Expectations

[FT] Tett: Why investors should be worrying about impoundment

[FT] US regulator flags concerns with State Street and Apollo private credit ETF

[FT] Germany’s Merz in ‘difficult’ talks over plans to boost defence spending