Tuesday Evening Links

[CNBC] Stock futures slip as investors await more bank earnings and inflation data: Live updates

[AP] The tariff-driven inflation that economists feared begins to emerge

[CNBC] Commerce Secretary Lutnick says China is only getting Nvidia’s ‘4th best’ AI chip

[Yahoo/Reuters] US SEC ousts head of accounting watchdog, email says

[Yahoo/Reuters] Brazil looks to solve US tariff issue before deadline

[CNBC] U.S. moving fast to secure access to critical minerals to counter China’s dominance of market, Pentagon says

[Yahoo/Bloomberg] Collins Says Solid Economy Gives Fed Time to Assess Next Move

[Bloomberg] Muni Bonds See Worst Day Since Tariff-Fueled Rout in April

[Bloomberg] US Trade Wars Will Hit Households Worldwide, BOE’s Bailey Warns

[NYT] Rising Inflation Underscores Risks in Trump’s New Tariff Threats

[NYT] Jamie Dimon Backs Jerome Powell Over Trump in Fed Fight

[WSJ] Trump Tariffs Hit Consumer Prices

[FT] Investors pile into US tech stocks at fastest pace in 16 years

[FT] Howard Lutnick says easing of Nvidia’s AI chip exports linked to China deal

[FT] Dimon warns on Fed independence as Trump piles pressure on Jay Powell

[FT] BlackRock inflows hit after big client withdraws $52bn

[FT] Donald Trump’s frustration with Russia boils over