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Thursday, August 21, 2025

Friday's News Links

[CNBC] Stocks rise ahead of Powell’s Jackson Hole speech: Live updates

[Yahoo/Bloomberg] Bond Market Rate-Cut Bets Face Powell Reckoning at Jackson Hole

[Yahoo/Bloomberg] Default Warnings Start to Pile Up in Private Credit Market

[Axios] Trump's pay-me capitalism puts the squeeze on corporate America

[AP] Trump’s crackdown in DC leaves residents on edge as federal agents set up checkpoints

[AP] Russia’s chief diplomat says no Putin-Zelenskyy meeting is planned, despite Trump’s efforts

[AP] FBI searches home and office of ex-Trump national security adviser John Bolton, AP source says

[Axios] Trump admin vetting 55M U.S. visa holders for potential violations

[AP] What to know about China’s new regulations on rare earths

[Yahoo/Reuters] China tightens grip over rare earth supply quotas

[Yahoo/Reuters] From $50 billion to bust, investors count cost of Evergrande's market tryst

[Politico] Putin is ‘laughing’ after Trump’s peace efforts, says EU’s top diplomat

[Reuters] German economy shrank 0.3% in second quarter as US tariffs slowed exports

[Bloomberg] Bessent Is Deluded About Stablecoins Funding the Deficit

[Bloomberg] Zelenskiy Says He Has No Contacts With Russia on Peace Talks

[Bloomberg] Private Equity Keeps Inventing New Ways to Give Cash to Investors

[Bloomberg] Japan’s Low-Coupon Super Long Bonds Face Risk of September Slump

[Bloomberg] China’s New 30-Year Bond Draws Highest Yield Since December

[Bloomberg] China Makes Veiled Jab at US Before Hosting Modi, Putin, Erdogan

[NYT] Powell Takes Center Stage, With Wall Street and Washington Watching

[NYT] Trump’s Attacks on Fed Overshadow a Critical Moment for the Central Bank

[NYT] Trump’s Attacks on Institutions Threaten a Bulwark of Economic Strength

[WSJ] Powell Plans U-Turn on an Economic Strategy That Soured

[WSJ] How Trump’s Ukraine Peace Push Stalled Out in Four Days

[WSJ] FBI Raids Home of Former Trump National Security Adviser John Bolton

[WSJ] Japan’s Inflation Stays Well Above BOJ’s 2% Target

[WSJ] Eurozone Wage Growth Gains Pace, Likely Adding to ECB Caution

[FT] US justice department calls on Federal Reserve to sack governor Lisa Cook

[FT] The US tourism slump that never happened

[FT] Donald Trump’s attacks on renewables sector quash nearly $19bn worth of projects

[FT] Fiscal dominance and the unexpected rise of emerging markets

[FT] Chinese semiconductor shares surge after DeepSeek gives boost to homegrown chips