Monday's News Links

[CNBC] Stocks show small gain as U.S.- EU trade deal kicks off a hectic week for markets: Live updates

[Yahoo/Bloomberg] Bond Traders Await Fed Meeting, Refunding and Jobs Report

[Yahoo/Bloomberg] For Bond Dealers, It’s Now All About Bills at Bessent’s Treasury

[AP] US and China to talk in Stockholm on trade with eye on Trump-Xi summit later this year

[Axios] Trump's tariffs start August 1, no extensions, Lutnick says

[Yahoo/Bloomberg] The EU’s $750 Billion Energy Deal With Trump Looks Hard to Reach

[Reuters] EU's pledge for $250 billion of US energy imports is delusional

[AP] US and China officials meet in Stockholm to discuss how to ease trade tensions

[Axios] Tariff revenue is spiking. But who exactly is paying?

[Yahoo/Fortune] Meet the ‘masters of the universe’ heading up the private credit explosion

[Yahoo/Bloomberg] Trump Says He’ll Shorten 50-Day Deadline He Gave Putin for Truce

[Reuters] BOJ may paint less gloomy view, signal rate-hike resumption

[Yahoo/Telegraph] Beijing keeps up rare earths pressure on Trump

[AP] Thailand and Cambodia agree to “unconditional” ceasefire to end deadly border row, Malaysian PM says

[Bloomberg] Japan’s Ishiba to Face Crunch Meeting of LDP Lawmakers Monday

[NYT] Making Sense of the E.U. Trade Deal

[NYT] U.S. and China Meet as Trade Truce Nears Expiration

[WSJ] Trump and Bessent Bring New Style to Managing America’s Debt

[WSJ] Companies Welcome EU-U.S. Trade Deal as Least-Bad Outcome

[WSJ] Five Signs of a Market Bubble Investors Are Tracking

[WSJ] With Individual Home Buyers on the Sidelines, Investors Swoop into the Market

[FT] What have the US and EU agreed on trade?

[FT] The coming crypto crisis

[FT] Donald Trump freezes export controls to secure trade deal with China

[FT] Russia runs low on Soviet-era arms as North Korea fills gap