Friday's News Links

[Yahoo/Bloomberg] Dollar Slides as Trump Softens China Tariff Stance: Markets Wrap 

[Yahoo/Bloomberg] Gold Flirts With Record High as Trump China Comments Hit Dollar

[Yahoo/Bloomberg] Oil Set for First Weekly Drop This Year as Trump Rattles Market

[Yahoo/Bloomberg] Trump Says He Would ‘Rather Not’ Have to Impose Tariffs on China

[Axios] Trump 2.0 softens on China

[Reuters] Trump’s rapid changes in U.S. government stun federal workers

[AP] What Americans think about Trump and Musk’s plans for the federal government: AP-NORC poll

[Yahoo/Bloomberg] Corporate insiders dump shares at record pace amid S&P 500 rally

[Yahoo/Bloomberg] Fink Says US Economic Strength May Bring Rate Hikes in Future

[Yahoo/Bloomberg] Wall Street enters darker age with most stock trading now hidden

[AP] US economic losses from natural disasters soared in 2024, even as they eased globally

[AP] Bank of Japan raises interest rate to about 0.5%, citing higher wages and inflation

[Yahoo/Bloomberg] China’s New Rules to Add $138 Billion Into Market, Analysts Say

[Yahoo/Bloomberg] Euro Zone’s Private Sector Unexpectedly Returns to Growth

[Yahoo/Bloomberg] Brazil Inflation Slows Less Than Expected Despite Cheaper Energy

[Bloomberg] Newsom Faces Trump Showdown Over Aid, Immigration and Insults

[Bloomberg] Investors Wary of Weaker Indian Shadow Banks After Debt Binge

[NYT] Trump Lashes Out at Banks Over Treatment of Conservatives

[NYT] Trump’s Inflation Fix Centers on Energy Emergency That Doesn’t Exist

[NYT] ‘Debanking,’ and the Trump Diss Heard Around Davos

[WSJ] Swaths of U.S. Government Grind to a Halt After Trump Shock Therapy

[WSJ] Britain Starts 2025 in a Dark Mood Amid Economic Clouds

[WSJ] Russia Brushes Off Trump’s Threats on Ukraine

[FT] Wall Street will stymie Donald Trump’s US oil surge plan, say shale bosses

[FT] US stocks at most expensive relative to bonds since dotcom era

[FT] Bank of Japan raises interest rates to highest level in 17 years

[FT] China unleashes record short-term funds ahead of lunar new year

[FT] Tett: Five ways to fix the knowledge crisis in the age of Trump

Thursday Evening Links

[Yahoo/Bloomberg] Asian Shares to Ride Wall Street Wave of Optimism: Markets Wrap

[Yahoo/Bloomberg] Oil Set for First Weekly Drop This Year as Trump Rattles Market

[AP] Trump says he will ‘demand’ that interest rates come down, but it won’t be that simple

[Yahoo/Bloomberg] Trump Says He Knows Interest Rates Better Than Fed Chief Powell

[AP] Trump tells Davos elite to invest in US or face tariffs

[Reuters] Trump says he is not sure US should be spending anything on NATO

[Yahoo/Bloomberg] US Treasury Adds Measure to Avert a Debt-Ceiling Breach

[Yahoo/Bloomberg] Texas Asks Wall Street Firms for Details About DEI Efforts

[Yahoo/Reuters] Japan's core inflation accelerates, hits 16-month high in December

[WSJ] Trump Says Reducing Energy Prices Will Allow for Lower Interest Rates

[WSJ] China Is Helping Supply Chemicals for Iran’s Ballistic-Missile Program

[FT] Donald Trump piles pressure on Federal Reserve chair Jay Powell to cut interest rates

Thursday Afternoon Links

[CNBC] Live Updates: S&P 500 is little changed after benchmark touches record high

[Yahoo/Bloomberg] Oil Declines After Trump Says He’ll Push OPEC to Lower Prices

[CNBC] President Donald Trump says he’ll ‘demand that interest rates drop immediately’

[Yahoo/Reuters] Trump policies likely to raise bond market's inflation fears, top money managers say

[AP] Trump tells Davos elite to invest in US or face tariffs

[Yahoo/Bloomberg] Private Credit Props Up Growing Tech Firms Amid IPO Market Lull

[Yahoo/Reuters] BOJ likely to raise rates to highest in 17 years, signal more hikes

[WSJ] The Deep-Sea Battle Over the World’s Data Cables Is Heating Up

[FT] Trump’s Panama Canal threat revives memories of 1989 US invasion