Tuesday's News Links

[Yahoo/Bloomberg] Bonds Rally as Economic Worries Fuel Fed-Cut Bets: Markets Wrap

[Yahoo/Bloomberg] China’s Repo Market Hit Hard as Yuan Defense Sparks Cash Squeeze

[Yahoo/Bloomberg] Oil Holds Gain After Fresh Iran Sanctions, Trump’s Tariff Talk

[Yahoo/Bloomberg] Bitcoin Slides Below $90,000 as Crypto Selloff Gathers Steam

[CNBC] February consumer confidence comes in lighter than expected in latest sign of slowing economy

[Yahoo/Bloomberg] Trump Team Seeks to Toughen Biden’s Chip Controls Over China

[AP] House Speaker Mike Johnson tries to push Trump’s ‘big’ agenda forward, but GOP votes are in jeopardy

[Axios] Mike Johnson boxed in by House GOP defectors on "big, beautiful bill"

[Axios] Behind the Curtain: Hard truths about Trump budget cuts

[AP] US refuses to blame Russia for Ukraine war, splitting with European allies in UN votes

[AP] Merz prioritizes Ukraine and US, vows to tackle migration and economy after German election win

[Politico] EU eyes €200B secret weapon as Trump dominates Ukraine peace talks

[Yahoo/Bloomberg] Germany’s Social Democrats Open to €200 Billion for Defense Fund

[Yahoo/Bloomberg] Hedge Funds Face Fresh Watchdog Scrutiny Over Huge Macro Wagers

[Bloomberg] Trump’s SALT Tax Promise Hinges on an Obscure Loophole

[Bloomberg] Economic Uncertainty Has Americans Cutting Spending, Study Says

[Bloomberg] It’s Time for the BOE to Crack Down on Hedge Fund Lending

[Bloomberg] Dudley: To Do Its Job Right, the Fed Must See What’s Wrong

[Bloomberg] America’s Turning Its Alliances Into a Protection Racket

[NYT] Trump Refocuses on Trade

[NYT] How Can Europe Talk to Trump? Flatter, Then Gently Resist.

[WSJ] Dan Bongino Called the FBI ‘Irredeemably Corrupt.’ Now He’ll Help Run It.

[WSJ] DOGE Move to Slash Federal Leases Threatens Office-Market Recovery

[WSJ] Chinese Manufacturers Speed Up Efforts to Dodge Trump Tariffs

[FT] Why are all my cryptos down?

[FT] How will Germany’s Friedrich Merz build his coalition government?

[FT] Taiwan catches Chinese-owned ship in act of cutting subsea cable

[FT] How the state is propping up China’s housing market

[FT] Joachim Nagel calls for reforms as Bundesbank suffers €19bn loss