Thursday, September 4, 2025

Thursday's News Links

[CNBC] S&P 500 little changed after weak ADP hiring data ahead of Friday’s jobs report: Live updates

[Yahoo/Bloomberg] Rising Treasury Volatility Is Evoking ‘Liberation Day’ Memories

[Yahoo/Reuters] Dollar weak as cracks in US labour market spur rate cut bets

[Yahoo/Reuters] Oil prices extend losses on OPEC+ considers another output hike

[Yahoo/Bloomberg] Goldman Says Gold Near $5,000 Possible If Fed Standing Damaged

[CNBC] Labor market growth slows dramatically in August with U.S. adding just 54,000 jobs, ADP says

[AP] Applications for US jobless benefits rise but remain in a healthy range

[Yahoo/LAT] Job cuts jump 66% year to date; DOGE, uncertainty and AI are major factors

[Yahoo/Reuters] Fed independence in focus as US Senate holds hearing on Trump nominee Miran

[AP] Trump administration asks Supreme Court to quickly take up tariffs case after appeals court loss

[Reuters] Trump says US may have to 'unwind' trade deals and will 'suffer greatly' if it loses tariff case

[Yahoo/Bloomberg] Trump Axing ‘Biden-Era’ Waivers in China Rattles Chipmakers

[BBC] How China spectacle shows dangers of Trump's high risk trade policy

[Axios] Trump's trade war bruises Brand USA

[Axios] "We've never seen this before": Trump's drug war looks like a real war

[BBC] Putin says Russia will achieve all aims militarily if Ukraine does not agree deal

[Bloomberg] Macron Aims to Avoid Fresh Election If Prime Minister Falls

[Bloomberg] What’s Behind the Boom in Buy Now Pay Later

[Bloomberg] BOE Proposes Gilt Market Reform to Tame Risks From Leverage

[Bloomberg] Western Dysfunction Is Bolstering China

[Bloomberg] China Shows Off Nuclear Ambitions With Expanding Missile Arsenal

[Bloomberg] Japan Faces Tough 30-Year Bond Sale as Global Fiscal Risks Rise

[Bloomberg] NATO Chief Warns China and Russia Are Preparing for ‘Long-Term Confrontation’

[NYT] Trump’s Fed Pick to Face Grilling From Lawmakers

[NYT] Health Care Costs for Workers Begin to Climb

[NYT] In Tariff Standoff With Trump, China Boycotts American Soybeans

[WSJ] Three Things to Watch for at the Confirmation Hearing for Trump’s Fed Nominee

[WSJ] China’s Military Parade Was a Message

[WSJ] Chinese Stocks Pull Back After Red-Hot Rally

[FT] Trump-ally Stephen Miran makes his case to be confirmed as Fed governor

[FT] A wrong Fed could do the dollar in

[FT] China steps in to tame animal spirits as solar sector racks up billions in losses