Tuesday's News Links

[Yahoo/Bloomberg] Stocks Drop as Trade Nerves Spur Caution: Markets Wrap

[Reuters] Gold bulls lock in on glittering milestone; $3,000/oz in sight

[Reuters] Trump says he will announce reciprocal tariffs over next two days

[Yahoo/Bloomberg] EU Pledges Countermeasures Against Trump’s Tariffs on Metals

[AP] Little to no relief from high borrowing costs expected as Fed Chair Powell heads to the Hill

[Axios] Thune and Johnson vow to take DOGE spending cuts to the next level

[Yahoo/Bloomberg] Trump Tariffs Spell Fresh Turmoil for Volatile Aluminum Market

[Yahoo/Bloomberg] Altman Says ‘No Thank You’ to Musk-Led Group’s OpenAI Bid

[Reuters] Trump says Hamas should free all hostages by midday Saturday or 'let hell break out'

[Reuters] Russia plays hardball on Ukraine peace discussions after Trump talks of Putin contact

[Bloomberg] US Small-Business Optimism Retreats From Highest Since 2018

[Yahoo/Bloomberg] Authers: Markets Hedge That This Time, Trump Means It

[Bloomberg] Trump Wants More Military Money as DOGE Eyes Big Cuts Elsewhere

[Bloomberg] Trump’s Eye-for-Eye Tariff Threat Puts India, Thailand at Risk

[Bloomberg] Spooked Arab World Scrambles for Response to Trump’s Gaza Plan

[Bloomberg] Multi-Manager Hedge Funds Pose Stability Risk, Says BOE’s Bailey

[Bloomberg] Why Europe’s Gas Storage Has Become More of a Worry

[Bloomberg] Why China Can’t Sort Out Its Property Market Mess

[NYT] Is It Made of Metal? It Could Get More Expensive Under Trump’s Latest Tariffs.

[NYT] Europe Vows to Respond to Trump’s Tariffs, but Holds Back on Details

[WSJ] Volatility to Keep Feeding Demand for Gold

[WSJ] Why This Week’s Inflation Report Is Especially Important

[WSJ] Trump’s Conflicting Business Policies Sow Economic Uncertainty

[WSJ] Travelers Sees $1.7 Billion Pretax Catastrophe Losses From California Wildfires

[WSJ] China’s Xi Is Building an Economic Fortress Against U.S. Pressure

[FT] Donald Trump warns ‘all’ Israeli hostages must be released by Saturday

[FT] Jordan’s king to meet Donald Trump in push against Gaza takeover plan

[FT] What if Donald Trump calls the courts’ bluff?

Monday Evening Links

[Yahoo/Bloomberg] Asian Stocks Set to Gain as US Brushes Off Tariffs: Markets Wrap

[Yahoo/Bloomberg] Stocks Climb as Traders Brush Aside Tariff Threats: Markets Wrap

[Yahoo/Bloomberg] Bond Market Inflation Gauge Pressured Over Trump Tariff Turmoil

[Yahoo/Bloomberg] Trump Sets 25% Tariffs on Steel, Aluminum as Trade War Grows

[Yahoo/Bloomberg] Hedge Funds Are Pocketing Much of Their Clients’ Gains With ‘No Limit’ Fees

[WSJ] Trump Imposes Global 25% Steel, Aluminum Tariffs

[WSJ] The Federal Spending Boom Rolls On

[WSJ] Trump Says Palestinians Wouldn’t Have Right to Return to Gaza

[WSJ] Hamas Says It Will Postpone Hostage Releases Over Disputes With Israel

[FT] Donald Trump to hit US steel and aluminium imports with 25% tariffs

Monday Afternoon Links

[Yahoo/Bloomberg] Gold surges past $2,900 to new record amid tariff threats

[Yahoo/Bloomberg] Stocks Shrug Off Tariff Tensions as Gold Rallies: Markets Wrap

[Axios] Canada has a lot to lose

[AP] Trump says he is serious about Canada becoming 51st state in Super Bowl interview

[Yahoo/Bloomberg] Credit Quants Target Bulk Trades to Conquer $8 Trillion Market

[NBC] Hamas suspends hostage release, says Israel is not following ceasefire agreement

[NYT] Are Markets Taking the Latest Trump Trade Fight in Stride?

[NYT] China Is at the Heart of Trump Tariffs on Steel and Aluminum

[WSJ] Solid January Jobs Report Plays Into the Fed’s Pause

[WSJ] Trump Says Palestinians Wouldn’t Have Right to Return to Gaza

[WSJ] Hamas Says It Will Postpone Hostage Releases Over Disputes With Israel