Tuesday's News Links

[Yahoo/Bloomberg] Stocks Rise on US-Russia Talks to End Ukraine War: Markets Wrap

[Yahoo/Bloomberg] Treasury yields climb as traders seek further clues on Fed path

[Yahoo/Bloomberg] China Bond Selloff Deepens on Cash Squeeze, Stocks Optimism

[Yahoo/Bloomberg] Oil Steadies With Focus on Ukraine Talks and OPEC+ Output Plans

[Yahoo/Bloomberg] BofA Survey Shows Investors Haven’t Been This Risk-On Since 2010

[AP] Top Russian and US officials discuss improving ties and ending the Ukraine war — without Kyiv

[Yahoo/Bloomberg] Trump and Putin Teams Meet in Saudi With Europe Sidelined

[Yahoo/Bloomberg] BOE’s Bailey Says Trump Tariffs Cause Unwelcome Bond Volatility

[AP] Republicans consider cuts and work requirements for Medicaid, jeopardizing care for millions

[Reuters] Australia's central bank cuts rates, cautious on further easing

[AP] What is a polar vortex? US gets a taste of the Arctic this week

[Yahoo/Reuters] Exclusive-Chinese lithium company halts tech exports as trade tensions build

[Yahoo/Bloomberg] Xi’s Embrace of China Tech CEOs Spurs Hope of Big Economic Shift

[Yahoo/Bloomberg] DeepSeek in Running to Power China Weather Agency’s Forecasts

[AP] Top Russian and American officials will hold talks on ending the Ukraine war without Kyiv

[AP] Israel’s ceasefires with Hezbollah and Hamas are both in doubt again

[Bloomberg] The World’s Most Important Market Sends a Warning

[Bloomberg] Authers: There's No Template for the Shock Europe Just Got

[Bloomberg] Ever-Evolving Trade War Is a Recipe for Disaster

[Bloomberg] Anti-Americanism Is Gaining New Life in Latin America

[NYT] Can the Fed Look Past Trump’s Tariffs?

[NYT] Republicans Want Lower Taxes. The Hard Part Is Choosing What to Cut.

[NYT] Top Social Security Official Leaves After Musk Team Seeks Data Access

[WSJ] Fed’s Waller Says Policy Uncertainty Shouldn’t Dissuade More Rate Cuts

[FT] Peter Navarro: a loyal general returns to wage Donald Trump’s trade wars

[FT] US and Russia agree to ‘lay the groundwork’ for ending Ukraine war

[FT] US-Russia talks spark European fears of Ukraine settlement on Putin’s terms

[FT] European countries clash over sending troops to Ukraine

Monday Evening Links

[Yahoo/Bloomberg] Asian Stocks to Edge Higher After Gains in Europe: Markets Wrap

[Yahoo/Reuters] Goldman Sachs raises year-end gold price forecast to $3,100 

[Yahoo/Bloomberg] Oil Holds Advance With OPEC+ Possibly Delaying Supply Increase

[Yahoo/Reuters] Fed's Waller: Uncertainty over trade, other policies, shouldn't paralyze rate moves

[Yahoo/Telegraph] US trade deficit with EU hits record high as Trump tariffs loom

[Yahoo/Bloomberg] Japan’s Historic Rate Shift Is Turbo-Charging the Credit Market

[NYT] Can the Fed Look Past Trump’s Tariffs?

[WSJ] Planned U.S.-Russia Talks Over Ukraine Throw Europe Into Crisis

[WSJ] Ukraine’s Zelensky, Left Out of U.S.-Russia Talks, Sees Little Chance for Progress

[FT] Top Federal Reserve official plays down inflation risks from Trump tariffs

[FT] Trump’s reckless experiment with financial deregulation