Wednesday's News Links

[Yahoo/Bloomberg] Stocks Rise as Traders Hope for Tariff Relief: Markets Wrap

[Yahoo/Bloomberg] German Bond Yields Spike Most Since 2022 on Investment Plans

[Yahoo/Bloomberg] Oil Holds Losses as Signs of Tariff Relief Stoke Uncertainty

[CNBC] Private employers added just 77,000 jobs in February, far below expectations, ADP says

[AP] Trump administration signals that the tariffs against Canada and Mexico will soon have exemptions

[Yahoo/Bloomberg] Trump Hails Tariffs as US Economy Barrels Into Trade Wars

[Axios] How this trade war is different from Trump 1.0

[Yahoo/Bloomberg] Tariff ‘Earthquake’ Sends Shipping Executives Into Crisis Mode

[Reuters] Markets wrestle with Trump's unconventional debt ideas

[Reuters] Trump may restore Ukraine aid pending confidence-building measures, White House says

[Yahoo/WSJ] Trump’s Crypto Advisers Weigh Paths to a National Stockpile

[Politico] European leaders brace for their ‘five-minutes-to-midnight’ nightmare summit

[Yahoo/Bloomberg] Germany’s ‘Whatever It Takes’ Moment Powers European Markets

[Yahoo/Bloomberg] Germany Urges EU to Ease Fiscal Rules to Boost Defense Funds

[Yahoo/Bloomberg] Merz Rips Up Merkel’s Legacy to Unleash Germany Spending Power

[Yahoo/Bloomberg] Xi’s Growth Goal Will Need Big Stimulus If Trade War Escalates

[Yahoo/Bloomberg] China Targets Record Deficit to Buffer Economy Against Tariffs

[Yahoo/Bloomberg] BOJ’s Deputy Chief Hints at More Rate Hikes, Without Rushing

[AP] Greenland’s leader says the island ‘is ours’ as Trump vows to acquire the territory

[Reuters] Exclusive: US withdrawing from plan to help major polluters move from coal, sources say

[Bloomberg] Trump to Decide on Canada, Mexico Relief Today, Lutnick Says

[Bloomberg] Authers: We’re About to See If the ‘Trump Put’ Is Real

[Bloomberg] Stavridis: Europe Is Getting Ready for the End of NATO

[Bloomberg] China’s NPC Offers a Mixed Bag to Markets Jolted by Trump Moves

[NYT] Gaming Out Trump’s Next Tariff Moves

[NYT] Tariffs Add a New Shock to Food Supply Chains

[NYT] Concert Ticket Prices Are Soaring, and Busting Gen Z’s Budgets

[NYT] China’s Economic Plan Is Light on Detail as Trade War Intensifies

[WSJ] The Two-Headed Monster Stalking the Economy Has a Name: Stagflation

[WSJ] The Day Trump’s Tariff Threats Became a Reality for America Inc.

[WSJ] Trump Touts ‘Swift and Unrelenting’ Action on Border, Budget and Economy

[WSJ] Beijing Ramps Up Efforts For Tech Independence

[WSJ] Israel Sees Growing Threat in Islamists Trying to Unify Syria

[FT] US hints at possible tariff carve-outs for car industry

[FT] German borrowing costs soar by most since 1997 on ‘historic’ debt deal

[FT] US cuts off intelligence sharing with Ukraine

[FT] Germany’s Friedrich Merz strikes ‘game-changing’ deal to boost defence spending

[FT] China projects confidence in economy with growth target of ‘around 5%’

[FT] Private equity industry shrinks for the first time in decades

Tuesday Evening Links

[CNBC] Stock futures rise after Commerce Secretary Lutnick suggests possible compromise on Trump tariffs: Live updates

[Yahoo/Bloomberg] Gold Rises as Escalating Trade War Boosts Lure of Haven Assets

[Yahoo/Bloomberg] Day One of Trump’s Trade War Delivers Wild Ride for Wall Street

[Yahoo/Bloomberg] Mexico Peso Tumbles, then Rebounds as Tariffs Rattle Traders

[Yahoo/Bloomberg] Traders Wonder If Trump Put Is In as Lutnick Talks Tariff Relief

[Yahoo/Bloomberg] Fed’s Williams Says Tariffs Will Likely Boost US Inflation

[Yahoo/Reuters] US small businesses cut jobs in February, Intuit data show

[Politico] Trump’s trade war sparks broad backlash

[Yahoo/Bloomberg] Trump’s Tariffs Risk Driving Record Food Costs Even Higher

[AP] Speaker Johnson tells GOP lawmakers to skip town halls after an onslaught of protests

[Bloomberg] Xi Just Got the Chance He’s Been Waiting For

[NYT] Trade War Sends a Shiver Through Global Markets

[NYT] Mexico Gave Trump Much of What He Wanted. It Didn’t Fend Off Tariffs.

[NYT] Commerce Secretary’s Comments Raise Fears of Interference in Federal Data

[WSJ] How Uncertainty From Trump’s Tariffs Is Rippling Through the Economy

[WSJ] Trump’s Tariffs Whack Trump Voters

[FT] Companies brace for price pressures as Trump tariffs start to bite

[FT] Donald Trump’s tariffs will bring ‘nothing but pain’ to rural America, farmers say

[Ft] Germany’s Merz strikes ‘game-changing’ deal to boost defence spending

Tuesday Afternoon Links

[CNBC] Dow drops 600 points, Nasdaq flirts with correction territory as Trump ignites trade war: Live updates

[Reuters] Nasdaq on course to confirm correction as trade war worries weigh

[Yahoo/Bloomberg] Traders Pile Into Fed Rate-Cut Bets as Trade War Roils Markets

[BBC] Live Updates: Tariffs are a very dumb thing to do, Canada's Trudeau tells Trump as stock markets fall

[Politico] Trudeau attacks Trump over trade war: ‘This is a very dumb thing to do’

[Yahoo/Bloomberg] US Stocks Erase $3.6 Trillion Trump Rally as Tariffs Bite

[Yahoo/Bloomberg] Wall Street Wonders When Trump Steps In as Stocks Keep Falling

[Yahoo/Bloomberg] Bundesbank Urges Looser German Debt Rules to Free €220 Billion

[Yahoo/Bloomberg] Trump Tariffs to Drive Canada Into Recession, Cause Price Spike

[Reuters] Zelenskiy calls Trump clash 'regrettable', says 'time to make things right'

[Politico] JD Vance sparks British fury as he mocks Ukraine peacekeeping plan

[Bloomberg] LA Expects $140 Million Revenue Shortfall After Fires

[WSJ] Trump’s Broad Canada-Mexico-China Tariffs, Explained

[FT] Zelenskyy says Ukraine prepared to sign US minerals deal ‘at any time’

[FT] Beijing retaliates after Donald Trump imposes tariffs on top US trade partners

[FT] Germany’s Friedrich Merz plans ‘double bazooka’ for defence and infrastructure

[FT] Investors dare to imagine a world beyond the dollar