Wednesday's News Links

[Yahoo/Bloomberg] Stocks Rally Stalls as Trump Threatens 25% Tariffs: Markets Wrap

[Reuters] Tariff threats pave way to safe-haven gold's all-time high

[Reuters] Oil edges higher on supply concerns while market seeks peace talks clarity

[Yahoo/Reuters] Fed concerns rise as tariff threats ratchet higher and wider

[Yahoo/Reuters] US single-family housing starts tumble in January

[CNBC] Weekly mortgage demand drops 6%, as homebuyers remain ‘on the fence’

[AP] A deeper look at the talks between US and Russian officials as Trump suggests Ukraine is to blame

[AP] Trump is living in a Russian-made ‘disinformation space,’ says Ukraine’s Zelenskyy

[Yahoo/Bloomberg] Trump Tightens Grip on Bank, M&A Regulators in Latest Order

[AP] Arctic air sweeping south over Plains shatters record temperatures in North Dakota

[Reuters] Major risks loom as Trump upends US Russia policy

[Yahoo/Bloomberg] Nikola goes bankrupt, punctuating EV maker’s wild ride

[Yahoo/Bloomberg] New Zealand to Slow Pace of Easing After Third Big Rate Cut

[Yahoo/Bloomberg] Sports Debt Expected to Be Newest Collateral for Securitizations, Academy Says

[Yahoo/Bloomberg] UK Inflation at 10-Month High as VAT Hits Private Schools

[Yahoo/Bloomberg] ECB Nears Point of Pausing or Halting Cuts, Schnabel Says

[Reuters] China's new home prices stagnate in January as demand struggles

[Yahoo/Reuters] China's top financial regulator vows stable credit supply to private firms

[AP] Brazil’s former President Bolsonaro charged over alleged coup that included a plan to poison Lula

[Bloomberg] Private Credit Is the Hot New Thing on Wall Street. But What Is It?

[Bloomberg] An Investor’s Guide to Joining the Exclusive Private Credit Party

[Bloomberg] What Happens When Private Credit Loans Get in Trouble

[Bloomberg] ECB Warns Bank Lending for Risk Swaps Can Hide Dangers in System

[NYT] Struggle Over Americans’ Personal Data Plays Out Across the Government

[WSJ] Trump Signs Order That Seeks White House Control Over Independent Agencies

[WSJ] Europe Flails for Response After Trump Blames Kyiv for Ukraine War

[WSJ] BOJ’s Takata Calls for Gradual Rate Hikes, Sees Upside Risks to Prices

[FT] Donald Trump considers 25% tariff on imported cars

[FT] Donald Trump signals Ukraine to blame for war

[FT] Donald Trump signals Ukraine should hold elections as part of Russia peace deal

[FT] China’s holdings of US Treasuries fall to lowest level since 2009

[FT] Bond investors brace for Europe’s defence spending ‘bazooka’

[FT] ECB’s Schnabel calls for debate on ‘halt’ to rate cuts

[FT] EU agrees new Russia sanctions in the face of US push to end Ukraine war

Tuesday Evening Links

[Reuters] US consumers rush to buy as Trump tariffs fuel stockpiling, report finds

[Politico] The House GOP budget resolution is in trouble

[Reuters] Trump says he may meet Putin this month, dismisses Ukraine concerns

[Axios] Trump levels stunning criticisms against Zelensky after Russia talks

[Politico] Second crisis Ukraine summit planned for Wednesday

[Axios] Trump: AP White House access restricted until they use "Gulf of America"

[Axios] Trump triggers Europe economic worries, defense problems

[Axios] Mexico threatens Google with lawsuit over "Gulf of America" label on maps

[Politico] Europe is on the brink of another financial crisis, German front-runner Merz warns

[WSJ] Trump Floats 25% Tariffs on Autos, Chips, Pharmaceuticals

[WSJ] U.S. and Russia Forge New Path on Ukraine After First High-Level Talks in Years

Tuesday Afternoon Links

[CNBC] S&P 500 sets fresh record as stocks rally into the close

[Yahoo/Bloomberg] Oil Snaps Losing Streak as OPEC+ Mulls Delaying Output Revival

[Yahoo/Reuters] Trump: Auto tariff rate will be around 25%

[Yahoo/Bloomberg] US, Russia Move to Revive Ties as Ukraine Is Cut Out of Meeting

[CNN] Record-breaking cold: Temperatures to plunge to as much as 50 degrees below normal

[CNBC] U.S. homebuilders raise alarm over tariffs as sentiment falls to 5-month low

[Yahoo/Bloomberg] Federal Mortgage Insurer to Lay Off Nearly Half of Workforce

[Yahoo/Bloomberg] GOP Senators Weigh Selling Radio Spectrum to Reap $100 Billion

[Yahoo/Bloomberg] Gold Revaluation Risks ‘Messy’ Outcome for Fed, Wrightson Says