Monday's News Links

[Yahoo/Bloomberg] Europe Defense Spending Lifts Stocks, Bond Yields: Markets Wrap

[Yahoo/Bloomberg] Gold Advances on Mounting Anxiety Over Trump Tariff Plans

[Yahoo/Bloomberg] Oil steadies with OPEC+ considering delay of April output hikes

[Axios] Democrats play blame game with GOP on looming government shutdown

[Yahoo/Reuters] Germany at particular risk from US tariffs, Bundesbank warns

[Reuters] Russia rules out territorial concessions on eve of talks with Trump team

[CNBC] Europe clambers to form Ukraine plan as U.S. forges ahead with Russia on peace talks

[Yahoo/Bloomberg] China Says Stable Yuan Key to World Economy Hit by Strong Dollar

[Yahoo/Reuters] China's Xi meets with private business leaders in Beijing

[Reuters] German voters demand change as Europe's biggest economy stalls

[Bloomberg] European Bonds Face Selling Pressure as Defense Spend Fears Grow

[Bloomberg] Trump’s Phone Call With Putin Is Causing a Stir in Taiwan

[NYT] From Japan, a Hard Lesson About a Weak Currency

[WSJ] U.S. Gears Up for Highest-Profile Russia Talks Since Ukraine Invasion

[WSJ] Investors Spot Signs of Market Froth During Long Bull Market

[WSJ] The New Plan for Western Companies Is ABC: ‘Anything But China’

[WSJ] How DeepSeek’s Lower-Power, Less-Data Model Stacks Up

[FT] Soaring gold becomes top ‘Trump trade’

[FT] US companies falling behind on loans at fastest pace in almost a decade

[FT] US and Russian officials to meet in Saudi Arabia

[FT] Vance’s real warning to Europe

[FT] Xi Jinping meets China’s business titans including Alibaba’s Jack Ma

[FT] China’s unspoken question: who will succeed Xi Jinping?

Sunday Evening Links

[Yahoo/Bloomberg] Asia Set for Cautious Open as US-EU Tensions Rise: Markets Wrap

[Yahoo/Bloomberg] Oil Slips on Prospect of Increased Supply From Iraq and Russia

[Axios] U.S.-Russia meeting on Ukraine war expected on Tuesday, sources say

[Yahoo/Bloomberg] Five Key Charts to Watch in Global Commodity Markets This Week

[Yahoo/Reuters] Japan's economy expands annualised 2.8% in Oct-Dec

[Bloomberg] Defaulted Chinese Companies Face Rising Risks in Court Hearings

[WSJ] Trump Administration Officials to Meet With Russian Counterparts on Ukraine War

Sunday's News Links

[ABC] Major storm in Eastern US brings bring severe flash floods

[Yahoo/Bloomberg] Japan Seeks Exemption From Trump’s Reciprocal Trade Tariffs

[Yahoo/Bloomberg] Trump’s Tariffs Are a Mystery, So Investors Keep Buying Stocks

[Yahoo/WSJ] Trump Wants to Bring Down Treasury Yields. Here’s What to Know.

[Yahoo Finance] Why Trump reciprocal tariffs should terrify bulls in Apple, Amazon, and other tech plays

[Yahoo/Telegraph] Computer giant to raise prices by 10pc in response to Trump’s tariffs

[Yahoo Finance] Hot inflation puts Trump and the Fed on a 'collision course': Veteran economist

[Reuters] Shocked Europeans play catch-up after Trump moves on Ukraine

[Reuters] Russian troops intensify attacks on Ukrainian forces in east, military says

[Reuters] US drops website wording on not supporting Taiwan independence

[Yahoo/Bloomberg] Equity Bulls Risk Sleepwalking Into German Election-Fueled Drop

[Yahoo/Bloomberg] Rise of Dollar Forwards Builds Risk for Asia’s Central Banks

[Bloomberg] Steve Bannon, US Hospitals Join GOP Rebellion Over Medicaid Cuts

[Bloomberg] Mount McKinley Is Just a Distraction for Mount Inflation

[NYT] How Trump’s One-for-One Tariff Plan Threatens the Global Economy

[WSJ] Has Elon Musk Become Too Big to Tame?

[FT] Europe scrambles to respond as US and Russia prepare for Ukraine peace talks

[FT] UK looks at tariffs on US products if steel and aluminium get caught in trade war

[FT] Is Donald Trump serious about annexing Canada?

[FT] Hizbollah supporters protest in Lebanon as tensions rise over Iran flights