Thursday's News Links

[Yahoo/Bloomberg] Stocks Slip; Gold Hits Fresh Record High: Markets Wrap

[Yahoo/Bloomberg] US Rate Volatility Craters as Tariff-Wary Bond Traders Pull Back

[Yahoo/Bloomberg] Yen Advances Past 150 per Dollar as BOJ Rate-Hike Bets Ramp Up

[Yahoo/Bloomberg] Oil Holds Gain With Focus on US Stockpiles, Supply Uncertainty

[AP] Sightly more Americans apply for unemployment benefits last week, but layoffs remain relatively low

[Yahoo/Reuters] Analysis-'Stagflation' fears haunt US markets despite Trump's pro-growth agenda

[Yahoo/Bloomberg] Bessent Says US ‘Long Way’ From Boosting Longer-Term Debt Sales

[Reuters] Morning Bid: Trade and Ukraine tensions mount, with Fed twist

[Axios] Trump's first month turns U.S. foreign policy upside down

[Yahoo/Bloomberg] Trump Turns on Zelenskiy, Leaving Ukraine Few Options Amid War

[Politico] Trump’s Zelenskyy tirade proves too much for European leaders to stomach

[Yahoo/Bloomberg] Trump Says New China Trade Deal ‘Possible’ Despite Tensions

[Yahoo/Bloomberg] Japan’s Food Inflation Is Becoming Harder for BOJ to Overlook

[CNBC] Who is Friedrich Merz, the favorite to become Germany’s new chancellor?

[Guardian] The US and Europe are at a crossroads. A new world order is emerging

[Bloomberg] Morgan Stanley Sees Tough Road for Trump Deals With China, India

[Bloomberg] Stagflation Is Poised for a Comeback

[Bloomberg] Fund Giant BlackRock Is Out to Unite Public and Private Markets

[Bloomberg] Trump Slams Brakes on East European Rally as Peace Deal in Doubt

[NYT] Clean Energy Was Lifting Manufacturing. Now Investment Is in Jeopardy.

[WSJ] How Tariffs Could Shock America’s Power System

[WSJ] Trump’s Attack on Zelensky Signals New World Order Taking Shape

[WSJ] Trump’s Anti-Zelensky Comments Caught GOP Off Guard

[WSJ] ECB Monitoring Financial Deregulation in U.S. With ‘Concern’, Says Rehn

[FT] Will the bond market rein in Donald Trump?

[FT] US objects to calling out ‘Russian aggression’ in G7 statement on Ukraine

[FT] German election 2025: Who’s ahead in the polls?

Wednesday Evening Links

[Yahoo/Bloomberg] S&P 500 Hits Record as Traders Brush Off Fed Signs: Markets Wrap

[AP] Senate GOP budget bill back on track hours after Trump threw it into turmoil

[Axios] Fed says Trump trade, immigration stance might "hinder" lower inflation

[Politico] West’s ‘crisis’ coalition grows as Trump rails against Zelenskyy

[Yahoo/Bloomberg] Trump to Halt NY Congestion Pricing by Terminating Approval

[Reuters] Fed's Jefferson says Fed can take time on next interest rate decision

[Bloomberg] Starmer Reaffirms Support in Zelenskiy Call After Trump Attack

[AP] Rubio will skip a G20 meeting after calling host South Africa’s policies anti-American

[Bloomberg] Texas’ Worst Measles Outbreak in 30 Years Spreads to New Mexico

[NYT] Zelensky and Trump Trade Blows as Feud Escalates Over Peace Talks

[NYT] Ukrainians, Stunned by Trump’s Comments, Fear They Can No Longer Trust U.S.

[WSJ] Fed Minutes Reveal Little Appetite for Near-Term Rate Cuts

[WSJ] Trump Calls Zelensky Dictator in Escalating Row Over Ukraine Peace Talks

[WSJ] Senate Republicans Move Ahead With Budget Bill Despite Trump’s Broadside

[WSJ] Russians Are Cautiously Optimistic About Rapid U.S. Policy Shift

Wednesday Afternoon Links

[Yahoo/Bloomberg] Stocks Churn Near Record High Before Fed Minutes: Markets Wrap

[Yahoo/Bloomberg] Trump Floats 25% Auto, Drug, Chip Tariffs, Upping Trade Threats

[Yahoo/Bloomberg] US Housing Starts Fall in Broad Pullback After December Surge

[Axios] Trump calls Zelensky a "dictator" in latest smear

[AP] Trump and Zelenskyy trade barbs as US-Ukraine relations sour over the war with Russia

[Politico] Trump attacks Zelenskyy as a ‘dictator without elections’ who duped US

[Reuters] Ukraine War Live Updates: Trump tells Zelenskiy to move fast to save his country

[Bloomberg] Trump Backs $4.5 Trillion Tax Cut in House GOP Budget Plan

[Axios] Trump claims control over historically independent agencies

[NYT] Trump Eyes a Bigger, Better Trade Deal With China

[NYT] Bessent to Skip G20 Finance Ministers Meeting in South Africa

[NYT] Is Russia Open for Business — and at What Cost?

[FT] Donald Trump calls Volodymyr Zelenskyy a ‘dictator’ as US rift with Ukraine deepens

[FT] Trump’s rush to strike a deal on Ukraine hands Putin the advantage