Monday, March 3, 2025

Tuesday's News Links

[Yahoo/Bloomberg] Stocks Fall Amid Growing Trade Jitters: Markets Wrap

[Yahoo/Bloomberg] Gold Rises as Worsening Trade War Boosts Demand for Haven Assets

[Yahoo/Bloomberg] Tariffs Hit Mexican Peso as US Risks Shield Other EM Currencies

[Yahoo/Bloomberg] Euro Hits 2025 High as Banks Ditch Parity Calls on Defense Push

[Reuters] Investors say it's time to take Trump seriously as markets recoil

[Yahoo/Bloomberg] Trump Escalates Global Trade War, Sparking Tit-for-Tat Tariffs

[CNBC] China retaliates with additional tariffs of up to 15% on some U.S. goods from March 10

[Yahoo/Bloomberg] China Suspends Imports of US Logs and Soybeans From Three Firms

[Yahoo/Bloomberg] Canada Retaliates, Puts Tariffs on $107 Billion of US Products

[Yahoo/Bloomberg] Xi leaves door open for talks with measured response to Trump

[AP] Beijing’s deflation dilemma: Falling prices signal bigger troubles ahead for China’s economy

[CNBC] Best Buy CEO warns price increases are ‘highly likely’ after Trump tariffs

[BBC] Trump's tariffs risk economic turbulence - and voter backlash

[Politico] EU slams US tariffs on Canada, Mexico as threat to global trade

[Yahoo/Reuters] Fed's rules, toolkit under the microscope as US House task force gets underway

[Politico] Keir Starmer, unlikely leader of the free world

[Reuters] Exclusive: Russian missile experts flew to Iran amid clashes with Israel

[Bloomberg] Bessent Shrugs Off Tariff Selloff, Says Wall Street Isn’t Focus

[Bloomberg] Live Updates: Beijing Retaliates After Trump's Levies Hit China, Canada and Mexico

[Bloomberg] Trump Draws Red Line to Deter China From Devaluing Currency

[Bloomberg] Trump’s Blowup With Zelenskiy Spurs Taiwan to Rethink US Tactics

[Bloomberg] Japan Struggles to Contain Biggest Wildfire in Half a Century

[NYT] Trump’s Tariffs Plunge Global Markets Into a Sea of Red

[NYT] China Retaliates Against Trump Tariffs as Superpower Trade War Escalates

[NYT] Companies in Europe Face Squeeze in U.S.-China Trade War

[NYT] In Face of Trump’s Tariffs, Mexico Embraces Its President and Nationalism

[NYT] Struggling With Errors, DOGE Deletes Billions More From List of Savings

[WSJ] Trump’s Canada-Mexico Tariffs Take Effect

[WSJ] Tariff War Risks Sinking World Into New Great Depression, International Chamber of Commerce Warns

[WSJ] Canada and Mexico Gambled on a Free Trade Future. The Bet Is Turning Sour.

[WSJ] Five Things to Watch in Trump’s Address to Congress

[WSJ] Banks Loan $2 Billion to Build a 100-Acre AI Data Center in Utah

[WSJ] EU Floats $158 Billion Fund to Boost Military Spending After U.S. Halts Ukraine Aid

[FT] Tariffs are not going to solve America’s ills

[FT] Global government borrowing set to hit record $12.3tn

[FT] Military briefing: Ukraine to run out of US weapons by summer

[FT] ‘Trump is kicking ass’: supporters cheer president’s frenzied first weeks

[FT] Can international aid survive in a crumbling world order?

Monday Evening Links

[Reuters] Trump halts all U.S. military aid to Ukraine, White House official says

[Yahoo/Bloomberg] Asian Stocks to Decline as Tariffs Spark US Rout: Markets Wrap

[Yahoo/Bloomberg] S&P 500 Sees Worst Selloff in 2025 as Bonds Climb: Markets Wrap

[Yahoo/Bloomberg] Treasury Yields Fall to Multi-Month Lows With US Growth in Doubt

[Yahoo/Bloomberg] Oil Tumbles to Lowest This Year as OPEC+ Plans to Revive Output

[Yahoo/Bloomberg] Trump Says 25% Tariffs on Canada, Mexico to Go Ahead

[Yahoo/Bloomberg] Asian Currencies Face Growing Risks With Trump China Tariffs

[Yahoo/Bloomberg] Republicans in Congress Turn Up Scrutiny of Fed as Inflation Persists

[Yahoo/Bloomberg] US to Slap Tariffs on Crop Purchases as Food Imports Balloon

[Yahoo/Bloomberg] US Import Taxes of More Than 50% May ‘Ravage’ Canadian Lumber

[WSJ] Trump Says Canada-Mexico Tariffs Will Take Effect, ‘No Room Left’ for Talks

[FT] Donald Trump confirms he will impose 25% tariffs on Mexico and Canada on Tuesday

Monday Afternoon Links

[Yahoo/Bloomberg] Stocks Fall on Economic Signals as Tariffs Loom: Markets Wrap 

[Yahoo/Bloomberg] Big Tech Pain Is Mounting as Risk-Wary Traders Dump Winners

[Yahoo/Bloomberg] Oil Swings as Markets Await Clarity on Trump’s Tariff Plans

[Yahoo/Bloomberg] Trump Crypto Rally Fizzles Amid Skepticism on His Reserve Plan

[Yahoo/Bloomberg] Trump Tariffs Near Deadline With White House Debate Heating Up

[Yahoo/Bloomberg] US Manufacturing Activity Nears Stagnation While Prices Jump

[Yahoo Finance] US manufacturing hit by 'operational shock' of Trump tariffs pushing costs up

[Yahoo/Reuters] US construction spending unexpectedly declines in January

[Yahoo/Telegraph] Trump has bailed out crypto. The US taxpayer risks being the biggest loser

[Politico] Trump’s ‘indecency’ endangers transatlantic alliance: French PM

[NYT] A Key Interest Rate Falls, but Not for the Reasons Trump Wanted

[NYT] What’s Behind Trump’s Love-Hate Relationship With Canada

[NYT] Europe Faces a Huge Bill to Defend Ukraine. Investors Are Thrilled.

[WSJ] Trump’s Latest Tariff Brinkmanship Goes Down to the Wire