Friday's News Links

[Reuters] Gold set for seventh weekly gain as trade war risks lift demand

[Yahoo/Bloomberg] Stocks Edge Lower After Days of Tariff Drama: Markets Wrap

[Yahoo/Bloomberg] Oil Nudges Higher as Bessent Says US Wants to Cut Iran Exports

[Yahoo/Bloomberg] AI Hype Supercharges Chinese Stocks to Near Three-Year High

[AP] US retail sales plunged last month as consumers pulled back after busy holiday season

[Yahoo/Reuters] US looking at currency manipulation in tariff row, Treasury chief says

[Yahoo/Bloomberg] Europe’s Pharma, Car Giants Most at Risk From Trump Tariffs

[Yahoo/Reuters] Trump's NATO spending demands could hit Europe's credit ratings, says S&P Global

[Yahoo/Bloomberg] DeepSeek Sparks Investor Pessimism on SoftBank's $500 Billion Stargate Push

[Yahoo/Bloomberg] Euro-Area Economy Surprises With Growth in 2024 Last Quarter

[Yahoo/Bloomberg] China’s Record Month for Bank Loans Fails to Ignite Credit Cycle

[Yahoo/Bloomberg] Japan Will Tap Emergency Rice Supplies as Prices Surge 82%

[Yahoo/Bloomberg] Saudi Prince Steps In as Power Broker in Trump’s New World Order

[Yahoo/Bloomberg] Putin Assembles Team of Heavyweights to Negotiate Ukraine Deal

[Bloomberg] Trump Widens Trade Fight to Include Global Taxes and Regulation

[NYT] Trump Is Newly Unleashed on Trade, With Global Consequences

[NYT] Why Investors Appear Unfazed by the Latest Trump Tariffs

[WSJ] What Is VAT? The Tax Fueling Trump’s Latest Trade Fight

[WSJ] Trump’s Reciprocal Tariff Policy ‘a Step in the Wrong Direction,’ EU Says

[WSJ] GOP’s Right Flank Secures Deeper Spending Cuts as House Budget Advances

[WSJ] We’re Headed Toward a Landlord-Friendly Era. Expect Higher Rent Prices.

[FT] Donald Trump unveils ‘reciprocal’ tariff plan to hit trade partners

[FT] What is Donald Trump’s ‘reciprocal’ tariff plan?

[FT] Europe must respond to Trump ‘electroshock’, says Macron

[FT] China’s construction of coal-fired power plants reaches highest in a decade

[FT] Cocoa stockpiles plunge to record low

Thursday Evening Links

[Yahoo/Bloomberg] Asian Stocks to Gain, Tariff Delay Lifts Sentiment: Markets Wrap

[Reuters] Trump outlines reciprocal tariff plan in latest bid to reshape trade on his terms

[Reuters] Analysis-Chinese exporters brace for 'rat race' in shift away from US

[Yahoo/Bloomberg] China Money Markets Face $411 Billion Crunch as Congress Nears

[Bloomberg] Treasuries Will Suffer Toll of Trump Tariff Bluster, Survey Shows

[Bloomberg] Trump’s Tariffs Obscure a Much Bigger Challenge for the World

[WSJ] Trump Orders Federal Agencies to Study Reciprocal Tariffs

[WSJ] Trump’s Tariff Stress Test

[FT] China’s war games near Taiwan could be used to conceal attack, US says

Thursday Afternoon Links

[Yahoo/Bloomberg] Dollar Pares Losses as Trump Talks About Tariffs: Markets Wrap

[Yahoo/Bloomberg] Gold Climbs Toward Another Record With Dollar and Trade in Focus

[AP] Trump signs a plan for reciprocal tariffs on US trading partners, ushering in economic uncertainty

[Yahoo/Bloomberg] US Consumer Debt Delinquency Hits Highest in Almost Five Years

[Yahoo/Reuters] NY Fed finds rising consumer debt amid some fraying for car loans

[Yahoo Finance] 30-year mortgage rates creep lower again, to 6.87%

[Yahoo/Bloomberg] California’s $1 Billion Insurer Bailout Deepens Housing Strains

[Axios] How Trump might lower long-term rates

[Yahoo Finance] Coffee is in a 'perfect price storm' — and it's finally starting to hit your wallet

[Yahoo/Bloomberg] Robinhood Revenue Doubles, Fueled by Surge in Crypto Trading

[Axios] Hegseth's Ukraine bombshell and Trump's Putin call leave NATO reeling

[Bloomberg] Putin Can’t Be Trusted in a Peace Accord, Zelenskiy Tells Trump

[NYT] Hot Inflation Raises Stakes of Trump’s Tariffs

[FT] Trump live: US president plans reciprocal tariffs on US trading partners