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Tuesday, August 19, 2025

Wednesday's News Links

[CNBC] S&P 500 lower as investors await retail earnings, Fed minutes: Live updates

[Yahoo/Reuters] Trump calls on Fed Governor Cook to resign

[Reuters] Trump again attacks Fed chair, says Powell 'hurting' the housing industry

[Reuters] Morning Bid: Tech angst on AI doubts

[Yahoo/Reuters] Fed minutes could show whether Waller and Bowman had company in favoring rate cuts soon

[Reuters] Fed's dilemma between AI and housing

[Axios] Companies can't hold the line on prices much longer

[Axios] Workers to bear brunt of health cost increases in 2026

[BBC] Kremlin plays down Zelensky talks as Trump warns Putin may not 'want to make deal'

[Politico] What’s next for Ukraine-Russia peace talks? 5 questions to ask heading into a potential trilateral

[Axios] Trump says he has instructed lawyers to look into "woke" in Smithsonian museums

[Yahoo/Bloomberg] UK Inflation at 18-Month High as Food, Transport Costs Soar

[Yahoo/Reuters] BOJ governor Ueda to travel to Jackson Hole for Fed conference

[Reuters] China to stage massive military parade marking WW2 surrender of Japan

[Bloomberg] Trump Ally Calls on Bondi to Probe Fed’s Cook Over Mortgages

[Bloomberg] Powell’s Global Peers to Cheer for Fed in Rebuke to Trump

[Bloomberg] Investors Pile Back Into Hedge Funds With Decade-High Inflows

[Bloomberg] China’s Bond Rout Seen Fading as Higher Yields Draw in Buyers

[NYT] Is the A.I. Sell-off the Start of Something Bigger?

[NYT] Why Does Xi Keep Purging Loyalists? Look to Stalin and Mao for the Answer.

[WSJ] Europe Should Deepen Ties With Non-U.S. Trade Partners, Lagarde Says

[WSJ] Putin Calls Zelensky the West’s Illegitimate Puppet. Can He Talk Peace With Him?

[WSJ] U.S. Allies Still Waiting for Tariff Relief on Autos and Steel

[WSJ] Japan’s Exports Fall for Third Consecutive Month

[FT] US tech stocks hit by concerns over future of AI boom

[FT] How the Fed should deal with US stagflation risks

[FT] Bair: Retail investors should stay away from private funds

[FT] Investors warn of ‘new era of fiscal dominance’ in global markets

[FT] Scott Bessent bets on stablecoins to bolster demand for Treasuries

[FT] UK inflation rises more than expected to 3.8% in July

[FT] The Iranian connection: how China is importing oil from Russia