Monday, July 14, 2025

Tuesday's News Links

[CNBC] S&P 500 rises after Nvidia gains, CPI comes in as expected: Live updates

[Yahoo/Bloomberg] Gold Climbs as Market Digests Mixed US Messages on Trade Talks

[Yahoo/Bloomberg] Japan Bond Rout Touches New Pain Point as 10-Year Yield Rises

[Reuters] Investors brace for Japan bond market blowout as national election nears

[AP] US inflation accelerated in June as Trump’s tariffs start to bite

[CNBC] Nvidia says it will resume H20 AI chip sales to China ‘soon,’ following U.S. government assurances

[Yahoo/Reuters] US Treasury Secretary Bessent says ‘formal process’ for Powell successor has started, Bloomberg News reports

[Yahoo/Bloomberg] Bessent Suggests Powell Should Leave Fed Board in May

[Axios] How the Fed sets rates — and why Powell can't do what Trump wants alone

[Yahoo/Bloomberg] Fed Chair Contender Is Now in Favor of Cutting Rates, Just as Trump Wants

[Yahoo/Reuters] JPMorgan CEO Dimon says Fed independence 'absolutely critical'

[Yahoo/Bloomberg] Trump’s 50% Copper Tariffs Jolt US Market as Buyers Slash Imports and Delay Orders

[MarketWatch] Housing market is sending a stark warning to the U.S. economy, Moody’s economist says

[Yahoo/Bloomberg] BlackRock Hits Record $12.5 Trillion in Assets Amid Turmoil

[CNBC] China’s second-quarter GDP tops expectations at 5.2%, easing stimulus pressure

[Reuters] China's June new home prices fall at fastest monthly pace in 8 months

[Bloomberg] Bessent Tells Markets Not to Worry About China Tariff Deadline

[Bloomberg] Dudley: Bessent’s Interest Rate Bet Could Be a Big Loser

[Bloomberg] Brazilians Back Lula Against Trump, Calling Tariffs Unjustified

[Bloomberg] Japanese Bonds Risk Liz Truss Moment as Election Jolts Market

[Bloomberg] European Long Bonds Are Near Their Sell-By Date

[Bloomberg] Japan’s Ruling Parties at Risk of Losing Upper House Majority

[Bloomberg] Is the Dollar’s Era of Exorbitant Privilege Ending?

[Bloomberg] Drought Spreads in England After Driest Start to Year Since 1976

[NYT] For Big Banks, the Trump Era Is Proving Profitable Thus Far

[NYT] PBS and NPR’s Last-Ditch Fight to Save Funding

[WSJ] Trump Bets Constantly Shifting Tariff Strategy Can Remake Global Trade

[WSJ] Europe Draws Up Retaliatory Tariffs for U.S. Goods in Case No Trade Deal Is Reached

[WSJ] Post-Crisis Rules to Keep Banks Safe Are on the Way Out

[WSJ] Japan Bond Yields’ Surge Signals Growing Fiscal Fears as Election Looms

[WSJ] China’s Economy Slows in Line With Expectations

[FT] Japan’s 10-year yield hits highest level since 2008 financial crisis

[FT] Donald Trump asked Volodymyr Zelenskyy if Ukraine could hit Moscow, say people briefed on call