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Thursday, March 6, 2025

Thursday Afternoon Links

[Yahoo/Bloomberg] Stocks Sink as Tariff Back-and-Forth Roils Trading: Markets Wrap

[Yahoo/Bloomberg] Oil Swings on Mexico Tariff Delay, Fresh Sanction Prospects

[Yahoo/Bloomberg] Trump Says He Will Delay Mexico Tariffs on Goods Under USMCA

[AP] Trump’s erratic trade policies are baffling businesses, threatening investment and economic growth

[AP] Live updates: EU leaders hold emergency Ukraine talks after Trump suspends aid

[Yahoo/Reuters] US Treasury's Bessent lays out plans to reshape global trade, ease bank regulations

[Yahoo Finance] Corporate America isn't talking about anything but tariffs right now

[Axios] The world's Trump adjustment

[Yahoo/Bloomberg] Gold Imports at Root of Record US Trade Gap Excluded From GDP

[Yahoo/Bloomberg] Trump’s Trade War Reignites Fed’s ‘Transitory’ Inflation Question

[Yahoo/Bloomberg] Tariffs Will Cost Automakers Billions, Says Canada’s Linamar

[Politico] Germany splits with former frugal allies in push to boost EU military spending

[Yahoo/Bloomberg] ECB Heads for Showdown Over Whether to Cut Rates Again in April

[Yahoo/Bloomberg] World Must Prepare to Fight Climate Change Without US, UK Says

[Bloomberg] Wall Street Goes From Hope to Panic as Nasdaq 100 Nears a Correction

[Bloomberg] Fed’s Harker Warns Rising Inflation Pressures Threaten Progress

[Bloomberg] Ukraine’s Zaluzhnyi Says US Is ‘Destroying’ the World Order

[Bloomberg] Citadel Securities’ $9.7 Billion Trading Revenue Passes Barclays

[Bloomberg] German Debt May Swell by €625 Billion in Five Years, Scope Says

[NYT] Sweeping Tariffs Threaten to Undo a 30-Year Trade Alliance

[WSJ] Trump’s Golden Age Begins With a Brutal Trade War

[WSJ] Draft of Trump Executive Order Aims to Eliminate Education Department

[WSJ] Trump Envoy Floats U.S.-Israel Action Against Hamas If Hostages Aren’t Released

[FT] Trump has undermined US economic exceptionalism

[FT] America’s big, beautiful . . .  liability management exercise?