Friday's News Links

[Yahoo/Bloomberg] US Stock Futures Drop on Latest Trump Tariff Salvo: Markets Wrap

[Yahoo/Reuters] Stocks and dollar dip as Trump's spending bill passes, trade deal deadline nears

[Yahoo/Bloomberg] Trump Plans to Start Notifying Countries of US Tariffs Up to 70%

[Yahoo/Bloomberg] Jane Street Curbed in India After $4.3 Billion Trading Gain

[CNBC] Jane Street barred from Indian markets as regulator freezes $566 million over Nifty 50 manipulation claims

[Yahoo/Reuters] Factbox-What is Jane Street, the US trading firm facing heat in India?

[Yahoo/Bloomberg] China Adviser Says Time ‘Running Out’ to Set Up Xi-Trump Meeting

[AP] Russia hammers Kyiv in largest missile and drone barrage since war in Ukraine began

[Reuters] Ukraine's drones damage power infrastructure in Sergiyev Posad near Moscow, Russia says

[Yahoo/Bloomberg] S&P 500 Is a Touch Away From Triggering Sell Signal, BofA Says

[Bloomberg] Traders on Edge as India's Regulator Temporarily Bars Jane Street

[Bloomberg] Starmer Has Nowhere to Go, Stuck Between Rebels and Bond Market

[Bloomberg] Country Garden Faces Grim Outlook as Sales Slump Deepens in June

[Bloomberg] Germany’s Autobahn Cracks After Heat Wave Hits Europe

[WSJ] Trump Says Tariff Letters Imminent, Unsettling Markets

[WSJ] Wall Street Worries as Crisis-Level Deficits Become the Government’s Default Mode

[WSJ] How Trump Got His ‘Big, Beautiful Bill’ Across the Finish Line

[WSJ] Putin Plots Summer of Relentless Attacks on Ukraine

[WSJ] U.N. Pulls Nuclear Inspectors Out of Iran for Safety Reasons

[WSJ] The Yellow Sea Is the New Flashpoint for China’s Regional Power Play

[FT] Trump to step up tariff pressure with letters to trade partners on new rates

[FT] Donald Trump tightens grip on power with ‘big, beautiful’ policy triumph

[FT] The details of Jane Street’s alleged ‘sinister scheme’ in India

[FT] Saudi Arabia sticks with Iran after Israel war

Thursday Evening Links

[Reuters] Stocks hit record, US dollar strengthens after jobs data

[Reuters] Trump extends his political power with 'big, beautiful' win in Congress

[Axios] Trump says he made no progress on Ukraine in his call with Putin

[Yahoo/Bloomberg] US Immigration Crackdown to Intensify With $150 Billion Infusion

[Reuters] US military says 200 Marines being sent to support ICE in Florida

[Bloomberg] Trump May Start Telling Nations New Tariff Rates on Friday

[Bloomberg] What Killing Tax Credits Means for the Electric Vehicle Market

[WSJ] Tax Cuts, Student Loans, Medicaid: What’s in the GOP’s Megabill

[WSJ] Trump Says He Made No Progress With Putin on Ukraine in Call

[FT] Donald Trump’s ‘big, beautiful bill’ provides windfall for US immigration crackdown

Thursday Afternoon Links

[CNBC] Dow jumps more than 300 points, S&P 500 sets new record after strong June jobs report 

[AP] The House gives final approval to Trump’s big tax bill and sends it to him to sign

[Axios] House passes Trump's "big, beautiful bill" after stamping out GOP rebellion

[AP] What’s in Trump’s big bill that passed Congress and will soon become law

[Yahoo/Reuters] Analysis: Trump tax bill averts one debt crisis but makes future financial woes worse

[Axios] 5 under-the-radar pieces of Trump's "big, beautiful bill" that may impact your life

[Yahoo/Bloomberg] Bessent Says Trump to Decide on Any Extension of July 9 Tariff Deadline

[Yahoo/Reuters] Trump administration will focus on Fed chair replacement in fall, Bessent says

[Yahoo/Bloomberg] Fed’s Bostic Urges Patience Amid Uncertainty, Resilient Economy

[CNBC] Trump’s ‘one big beautiful’ bill passes ‘SALT’ deduction limit of $40,000. Here’s who benefits

[Bloomberg] Bessent Rejects Worries Over Dollar’s Decline Diminishing Its Global Role

[Bloomberg] China Shuns US Oil for Longest Stretch Since 2018

[Bloomberg] Quant Hedge Funds Ride Whiplash Markets to First-Half Riches

[WSJ] House Passes Trump’s Megabill in GOP Triumph

[FT] US tariff receipts surge in Donald Trump’s trade war

Thursday's News Links

[CNBC] Stocks pop after a better-than-expected June jobs report: Live updates

[Yahoo/Bloomberg] Japanese Bond Yields Move Higher Despite Smooth 30-Year Sale

[Yahoo/Bloomberg] Long Bonds the World Over Face Intense Trader Scrutiny Once More

[Yahoo/Bloomberg] Oil Declines With Trade Deal Progress, OPEC+ Decision in Focus

[Yahoo/Reuters] Traders pare bets on Fed rate cuts after jobs report

[AP] US employers added a surprising 147,000 jobs last month despite uncertainty over economic policy

[AP] U.S. applications for jobless aid fell to 233,000 last week as layoffs remain low

[AP] House GOP struggles to win over holdouts on Trump’s tax bill in late-night session

[Axios] GOP breaks record for longest House vote with "big, beautiful bill"

[Yahoo/Bloomberg] US Lifts Chip Design Software Curbs on China in Trade Deal

[Yahoo Finance] Trump: Fed's Powell 'should resign immediately'

[Yahoo/Reuters] The bond vigilantes are resting, for now

[Yahoo/Bloomberg] Trump’s Vietnam Deal Shows China Tariffs Won’t Fall Much Further

[Yahoo/Bloomberg] Trump Aims to Shut Trade Loopholes China Uses to Evade Tariffs

[Bloomberg] Powell Silence on His Future Complicates Trump Fed Chair Search

[Bloomberg] Authers: Independence Is the Worst Form of Central Banking

[Bloomberg] China Vows Retaliation If It’s Hurt by US-Vietnam Trade Deal

[Bloomberg] US-Led Trade War Threatens a Global Economic Setback

[Bloomberg] Trump’s Vietnam Deal Stokes Asia Concern as Trade Deadline Looms

[Bloomberg] Japan Dodges Bond Market Dangers With Successful 30-Year Sale

[Bloomberg] Lee Says Unsure South Korea Can Land US Trade Deal by Deadline

[Bloomberg] China Services Activity Weakens to 9-Month Low in New Hurdle

[NYT] Trump Wants the World to Squeeze Out China. He’s Starting With Vietnam.

[NYT] Tax Cuts Now, Benefit Cuts Later: The Timeline in the Republican Megabill

[WSJ] Trump’s Megabill Set for Final House Vote as GOP Holdouts Relent

[WSJ] BOJ Should Stand Ready to Hike Rates, Board Member Takata Says

[FT] Das: The trades that will shape a new financial crisis

[FT] China criticises Donald Trump’s trade deal with Vietnam

[FT] Copper prices surge as traders rush to beat Trump tariffs

[FT] ECB officials question whether euro has strengthened too much

Wednesday Evening Links

[Yahoo/Bloomberg] Oil Gains on US-Vietnam Deal Amid Light Pre-Holiday Trading

[Axios] GOP revolt delays House vote on Trump's "big, beautiful bill"

[Reuters] Republican doubts delay Trump's tax-cut bill in the House

[Politico] Trump's top housing regulator calls on Congress to investigate Powell

[Yahoo/Bloomberg] US Shale to Slow Drilling as Trump’s Tariffs Rattle Executives

[Bloomberg] Japan’s Bond Market Faces First 30-Year Sale Since Issuance Cut

[WSJ] Late House Drama Holds Up Trump Megabill

[FT] Donald Trump presses Republican House dissidents to pass US tax bill

Wednesday Afternoon Links

[CNBC] S&P 500 hits new record as Trump announces Vietnam trade deal, gains limited by weak jobs data: Live updates

[Yahoo/Bloomberg] Gold Holds Ground as Investors Await US Jobs Data, Tax Bill Vote

[AP] House Republicans race to secure the votes for passage of Trump’s tax bill

[CNBC] Trump announces Vietnam trade deal, 20% tariff on its imports to U.S.

[Reuters] Emerging market debt sale surge defies global turmoil amid signs of de-dollarisation

[WSJ] House Republicans Threaten to Sink Trump’s Megabill

[WSJ] Still a Good-Not-Great Job Market at Small Firms

[FT] Trump budget reduces support for US minerals despite trade concerns

Wednesday's News Links

[CNBC] S&P 500 slips after unexpected decline in private payrolls data: Live updates

[Yahoo/Bloomberg] Oil Extends Gain With US Stockpiles and OPEC+ Decision in Focus

[AP] House Republicans race toward a final vote on Trump’s tax bill, daring critics to oppose

[Yahoo/Reuters] US private payrolls unexpectedly decrease in June; layoffs remain low

[Yahoo/Bloomberg] ‘Irrational Exuberance’ Stock Gauge Sparks Fresh Bubble Worries

[Reuters] Morning Bid: Markets sit tight for trade progress

[Yahoo/Bloomberg] Trump’s 35% Tariff Threat Feeds Japan’s Worst-Case Scenario Fear

[Yahoo/Bloomberg] Beijing Braces for US Trade Deals That Seek to Shut Out China

[Yahoo/Bloomberg] Traders’ Fear of Missing Out on Stock Gains Outweighs Tariff Concerns

[CNBC] Homeowner’s insurance premiums vary widely from state to state, but they are all going up

[Bloomberg] House Republican Hardliners Warn of a Delay to Tax Vote

[Bloomberg] California Is Running Out of Safe Places to Build Homes Due to Fires, Rising Seas

[Bloomberg] Manhattan Home Sales Surge 17% With Cash Buyers Leading the Way

[WSJ] China Is Quickly Eroding America’s Lead in the Global AI Race

[Bloomberg] Gold Holds Gains as Trump Tax Bill Stokes US Deficit Concerns

[NYT] Despite Pressure From Trump, Powell Remains Patient on Rate Cuts

[NYT] How Immigration Could Muddy the Jobs Numbers

[WSJ] What’s in the Trump Tax Bill Passed by the Senate?

[WSJ] Trump Said Trade Deals Would Come Easy. Japan Is Proving Him Wrong.

[WSJ] Thought Markets Were Volatile Already? Watch Out.

[FT] European junk bond sales hit record as investors cut US exposure

[FT] Sabotage suspected as mystery blasts hit oil tankers

[FT] UK bonds slump on doubts over Reeves’ future after tearful PMQs

Tuesday Evening Links

[CNBC] Dow jumps 400 points, S&P 500 closes flat to start new quarter as investors rotate out of tech

[Axios] Johnson faces new GOP revolt on Trump's "big, beautiful bill"

[Yahoo/Bloomberg] What’s in the Trump Tax Bill That Just Passed the Senate 

[Yahoo/Bloomberg] Trump Sticks With July 9 Tariff Deadline While Hitting Japan

[Yahoo/Reuters] Fed's Powell says dollar swap lines remain important tool

[Reuters] Exclusive: Iran made preparations to mine the Strait of Hormuz, US sources say

[Bloomberg] Volatile Quarter-End Signals Funding-Market Dysfunction to Come

[Bloomberg] Bezos Unloads $737 Million of Amazon Stock in Year’s First Sale

[NYT] Republican Bill Puts Nation on New, More Perilous Fiscal Path

[NYT] Poorest Americans Dealt Biggest Blow Under Senate Republican Tax Package

[WSJ] The Social Security Crisis Is Coming

[WSJ] The Inside Story of Thom Tillis’s Last Stand Against Trump

[FT] Donald Trump threatens to raise tariffs again on Japan

Tuesday Afternoon Links

[CNBC] Dow rallies, S&P 500 is flat as investors rotate out of tech to start new quarter: Live updates

[Yahoo/Bloomberg] Gold Rises With Trump’s Tax Bill Seen Widening US Deficits

[AP] Senate passes Trump’s big tax breaks and spending cuts bill as Vance breaks a 50-50 tie

[Axios] Senate passes Trump's "big, beautiful bill" after 11th-hour panic

[Axios] Trump's megabill: What are the next steps and hurdles after Senate passage

[AP] As Trump ramps up attacks on the Federal Reserve, Chair Powell refuses to change course

[Yahoo/Bloomberg] US Auto Sales Lose Steam After Tariff-Induced Shopping Spree

[Axios] Iran leans on hacktivist proxies in wake of Israeli, U.S. strikes

[WSJ] Powell Cites Solid Economy in Keeping Wait-and-See Stance on Rates

[WSJ] Bank of Japan’s Key Rate Is Below Neutral, Says Gov. Kazuo Ueda

[FT] US Senate passes Donald Trump’s ‘big, beautiful’ tax and spending bill

[FT] Citadel outshone by smaller hedge fund rivals in trade war turmoil

Tuesday's News Links

[CNBC] Stocks slip to kick off second half of 2025, Tesla shares drop: Live updates

[Yahoo/Bloomberg] Treasury Yields Drop to Lowest Level in Two Months Before Powell Speaks

[AP] Senate grinds to a standstill as Republicans struggle with Trump’s big bill

[Reuters] US manufacturing mired in weakness as tariffs bite

[Reuters] US job openings unexpectedly rise in May, hiring falls

[Reuters] Rare earth magnet users jolted into paying premium prices for ex-China supply

[Yahoo/Bloomberg] Homes Are Taking Longer to Sell in US Markets That Once Flourished

[Yahoo/Bloomberg] Japan’s Trade Strategy Tested as Trump Pushes for Quick Deals

[Axios] Trump says DOGE may "go back and eat Elon"

[Yahoo/Reuters] China's factory activity returns to growth in June, Caixin PMI shows

[AP] Iran assesses the damage and lashes out after Israeli and US strikes damage its nuclear sites

[Bloomberg] Bessent Says US Hopes to See China Magnets Flow at ‘Faster Rate’

[Bloomberg] Trump Says He’ll Have to ‘Take a Look’ at Deporting Musk

[Bloomberg] Taiwan Life Insurers Caught in Dilemma With Costly FX Hedges

[Bloomberg] Europe’s Junk Bonds Cap Record Month With €22.5 Billion of Sales

[WSJ] Republicans’ Effort to Pass Megabill Stretches Into a New Day

[WSJ] Republicans Charge Ahead With Megabill’s Fate Uncertain

[WSJ] The Worst Housing Market in America Is Now Florida’s Cape Coral

[WSJ] A Hot New Firm Opened the Private Market to the Little Guy. Now It Is in Big Trouble.

[FT] When the president wants a ‘low rates guy’

[FT] Taiwan’s currency jumps as life insurers rush to hedge against weak US dollar

[FT] EU toughens stance on Donald Trump’s tariffs as deadline looms

[FT] Japan digs in on rice and cars as trade talks with US stall