Friday's News Links

[Yahoo/Bloomberg] Gold Steadies Near Record High as Traders Weigh Tariff Threats

[Yahoo/Bloomberg] Stocks Higher on In-Line Inflation: Markets Wrap

[Yahoo/Bloomberg] Trump Tariff Vow Heaps Pressure on Canada, Mexico, China FX

[Yahoo/Bloomberg] Bonds Gain in January as Trump’s Return Drives Topsy-Turvy Month

[AP] Inflation ticked higher last month, in latest sign of persistent price pressures

[CNBC] Key Fed measure shows core inflation at 2.8%, in line with expectations

[Yahoo/Reuters] Bowman: Inflation risks to the upside, further rate cuts should be gradual, cautious

[Reuters] Trump repeats tariffs threat to dissuade BRICS nations from replacing US dollar

[Yahoo/Bloomberg] Powell’s Fed on defensive as diversity effort comes under fire

[Yahoo/Bloomberg] Tokyo Inflation Hits Fastest Pace in a Year, Supporting BOJ View

[Yahoo/Bloomberg] Blackstone Sees Trillions From Rich Flowing to Private Markets

[Bloomberg] Goldman Says Commodities Flash US Tariff Risk as Trump Gears Up

[Bloomberg] Price Tag for Amazon’s Mississippi Data Centers Jump 60% to $16 Billion

[Bloomberg] China Home Sales Resume Decline as Stimulus Effect Wears Off

[NYT] Nowhere to Hide From Trump’s Tariffs

[NYT] High Inflation Sows Debate About New Fed Playbook for Tariffs

[NYT] High Stakes for Global Companies in Trump’s Latest Tariff Threats

[WSJ] Wall Street Is Booming, but Banks Are in a Lending Rut

[WSJ] Trump, Facing Two Crises in His Second Week, Spreads the Blame Around

[WSJ] China’s Property Sector Retreats Into State Hands

[FT] Will the credit rating agencies stand up to Donald Trump?

Thursday Evening Links

[Yahoo/Reuters] Trump tariff uncertainties push safe-haven gold to record high

[Yahoo/Bloomberg] Asian Stocks to Rise as Wall Street Grinds Higher: Markets Wrap

[Yahoo/Reuters] Mexican peso drops 1% as Trump reiterates tariff threat

[Yahoo/Bloomberg] Trump’s 25% Tariff Vows Send Canada, Mexico FX Tumbling

[AP] Trump says tariffs on Canada and Mexico coming Saturday, and he’s deciding whether to tax their oil

[Axios] Trump says tariffs against Canada, Mexico coming Saturday

[Bloomberg] What Trump’s Aiming to Achieve With New Tariff Plans

[Bloomberg] Why Housing May Be In for Another Cost Shock Next Year

[WSJ] Gold Futures Set New Record on Safe-Haven Demand, Weaker U.S. Dollar

[FT] Hedge fund Elliott warns White House is inflating crypto bubble that ‘could wreak havoc’

[FT] Microsoft sheds $200bn in market value after cloud sales disappoint

[FT] China builds huge new wartime military command centre in Beijing