Wednesday's News Links

[Yahoo/Bloomberg] Stocks Slide and Bond Yields Spike on Strong CPI: Markets Wrap

[CNBC] 10-year Treasury yield shoots above 4.6% after hot CPI report

[Reuters] Oil prices fall on rising US crude stocks, hawkish Fed comments

[CNBC] Consumer prices rise 0.5% in January, higher than expected

[AP] US inflation worsened last month in latest sign of sticky price pressures

[AP] Trump readies matching tariffs on trade partners, possibly setting up a major economic showdown

[Reuters] Trump says lower interest rates would go hand-in-hand with tariffs

[Reuters] Trump readies reciprocal tariffs as trade war fears mount

[Reuters] Trump may dust off 1930 trade discrimination law to back reciprocal US tariffs

[Reuters] Companies warn of more pain as Trump tariff threats escalate

[Reuters] US Republicans find unity on taxes a heavy lift in Trump 'golden age'

[Yahoo/Bloomberg] US Firms Are Tapping Europe’s Cheaper Bond Market Like It’s 2007

[Axios] Musk's double-edged sword on government shutdowns

[Yahoo/Reuters] US sanctions strand Iran, Russia oil on tankers, driving up crude costs

[Bloomberg] Traders See Just One 2025 Fed Rate Cut After Hot Inflation Data

[Bloomberg] Trump’s Tariffs and Germany’s Troubles Collide in Hamburg

[Bloomberg] America First Is Quickly Becoming America Alone

[NYT] Who Pays for Tariffs

[NYT] How Did DeepSeek Build Its A.I. With Less Money?

[NYT] With High Prices Persisting, Trump Tempers Tone on Slaying Inflation

[WSJ] What We Know About Trump’s Reciprocal Tariffs

[WSJ] How Car Insurance Would Help Tariffs Cast a Long Inflation Shadow

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

[WSJ] Israel and Hamas Are Teetering Toward War

[WSJ] Taiwan Worries About Its Future Under Trump 2.0

[FT] ‘Cost and chaos’: Donald Trump’s metal tariffs sweep across corporate America

[FT] Russian defence spending exceeds all of Europe combined, study finds

[FT] Saudi Arabia launches ferocious state media attack on Netanyahu

Tuesday Evening Links

[Reuters] Trump to order US agencies to plan for 'large scale' staff cuts

[Reuters] EU, Canada and Mexico condemn Trump move to hike steel and aluminum tariffs

[Yahoo/Reuters] US 25% steel tariffs would stack on other levies on Canada, White House official says 

[Reuters] Fed's Powell, quizzed about trade, Musk, and bank safety, says economy is fine

[Yahoo/Bloomberg] California's insurer for people without private coverage needs $1 billion more for LA fires claims

[Reuters] Trump presses Jordan to take in Palestinians from Gaza; king opposes displacement

[Bloomberg] China’s New Game Plan for Dealing With Trump Tariffs

[NYT] California’s High-Risk Insurer Gets $1 Billion Bailout After L.A. Fires

[FT] Jay Powell defends Federal Reserve’s authority over US monetary policy

[FT] Israel threatens to resume war against Hamas if it fails to release hostages by Saturday

Tuesday Afternoon Links

[Yahoo/Bloomberg] Bond Yields Rise on Powell’s Wait-and-See Signals: Markets Wrap

[Yahoo/Bloomberg] Gold surges 10% year-to-date as tariff threats drive up demand

[Yahoo/Bloomberg] Treasuries Fall as Fed’s Powell Affirms Patience on Rate Cuts

[Yahoo/Bloomberg] Oil Extends Rally on Signs Sanctions Are Hurting Russian Flows

[Yahoo/Bloomberg] Treasury Cuts Sizes of Bill Auctions as Debt-Cap Pressures Bite

[AP] Trump tariffs rattle small business owners already dealing with tight margins

[Yahoo/Bloomberg] Mexico to Start Talks With US on Trump’s Steel, Aluminum Tariffs

[Yahoo/Bloomberg] Fed’s Hammack Says Rates on Hold Until Inflation Ebbs Further

[Yahoo/Bloomberg] California Faces Highest Mudslide Risk of the Season After Wildfires

[WSJ] Treasury Secretary Bessent to Meet With Zelensky in Ukraine

[WSJ] Trump Wants Jordan’s Help With Gaza. Its King Is Looking for a Way to Say No.

[FT] Donald Trump widens his attack on global trade with steel and aluminium tariffs

[FT] ‘Trump trades’ start to misfire as dollar weakens