Tuesday's News Links

[Yahoo/Bloomberg] Stocks Edge Higher as Trump to Meet CEOs: Markets Wrap

[Yahoo/Bloomberg] Gold Rebounds as Investors Take Stock of Outlook for US, Tariffs

[Yahoo/Bloomberg] Oil Creeps Higher as Selloff in Global Equity Markets Moderates

[Yahoo Finance] Small business survey data shows 'uncertainty is high and rising on Main Street'

[AP] Ukraine-US talks on ending war with Russia start in Saudi Arabia as Kyiv launches huge drone attack

[AP] Republicans are marching ahead with a government funding bill despite Democratic opposition

[Axios] Behind the Curtain: Trump plays with fire — by choice

[AP] Japan’s trade minister fails to win US assurances on tariff exemptions

[Yahoo/Bloomberg] Credit Traders Jolted Awake by Wall Street’s White-Knuckle Ride

[Yahoo/Bloomberg] Private Credit’s Push for Retail Money Stokes New Vulnerability

[Axios] Why housing affordability keeps getting worse

[Reuters] US stock market loses $4 trillion in value as Trump plows ahead on tariffs

[Yahoo/Bloomberg] Macro Funds’ Options Trades Are Increasingly Ditching the Dollar

[Politico] Germany’s Greens make Merz sweat over massive spending plan

[Yahoo/Bloomberg] PBOC Starts Paring Yuan Support Amid US Exceptionalism Doubts

[Yahoo/Reuters] EU worries US embrace of crypto assets could impact Europe financial stability

[Reuters] Ukraine launches major drone attack targeting Moscow, Russia says

[Bloomberg] Tariff Worry on Wall Street Pressures Trump to Speed Up Tax Cuts

[Bloomberg] US-China Tariff Talks Stuck at Lower Levels, Stoking Frustration

[Bloomberg] ‘Buy Canada’ Pressure Builds on $1.6 Trillion in Pension Cash

[WSJ] Consumers Keep Bailing Out the Economy. Now They Might Be Maxed Out.

[WSJ] Wall Street Fears Trump Will Wreck the Soft Landing

[WSJ] Marco Rubio Says Talks in Saudi Arabia Key to Resuming Military Support for Ukraine

[WSJ] Why the U.S. Keeps Losing to China in the Battle Over Critical Minerals

[WSJ] BlackRock Becomes a Power Player in Global Shipping—With Help From Trump

[WSJ] ICE Arrest of Columbia Student Marks New Era of Campus Politics

[FT] Wall Street hopes dim that a ‘Trump put’ will prop up sliding markets

[FT] How ‘inference’ is driving competition to Nvidia’s AI chip dominance

Monday Evening Links

[Yahoo/Bloomberg] Stock Meltdown Fuels Worst Nasdaq Day Since 2022: Markets Wrap

[Yahoo/Bloomberg] Markets Rocked by Trump Show Economic Fear Across Wall Street

[Yahoo/Bloomberg] VIX Nears 30 First Time Since August Shock on Tariff Anxiety

[Yahoo/Bloomberg] Bitcoin Sinks to a Four-Month Low Amid Concerns Over US Economy

[Yahoo/Bloomberg] Market’s Speculative Fringe Is Blasted as Equity Rout Snowballs

[Yahoo/Reuters] Hedge funds unwinding risk as in early days of COVID, Goldman Sachs says

[Yahoo/Bloomberg] Carney Gets Down to Work as Canada Election Drumbeat Grows

[Yahoo/Bloomberg] Cargill Says US Can’t Replace Seed Oils Due to Supply Limits

[Yahoo/Bloomberg] Crypto Day-Trader Faithful Find Life Under Trump Is No Paradise

[Yahoo/Reuters] Musk says juggling DOGE and CEO jobs is difficult, as Tesla shares slump

[NYT] Stocks Plunge as Recession Talk Gets Louder

[NYT] Trump Has Said ‘No Exceptions’ to His Tariffs. Will That Last?

[WSJ] Ontario Confirms 25% Surcharge on Electricity Shipped to U.S.

[FT] Mark Carney takes on Trump’s America

Monday Afternoon Links

[Yahoo/Bloomberg] Nasdaq 100 Is Set for Worst Day Since October 2022: Markets Wrap

[Bloomberg] Stock Rout Picks Up Steam With Recession Warnings Blaring

[Yahoo/Bloomberg] Bitcoin Drops Below $80,000 as Macro Headwinds Offset Trump Push

[Yahoo Finance] Tesla stock tumbles over 10%, wiping out post-election gains as demand worries continue to weigh

[Yahoo/Bloomberg] Oil Falls as Economic Weakness in US, China Fans Demand Concerns

[Yahoo/Bloomberg] Ontario Raises Electricity Price by 25% for Minnesota, Michigan and New York

[Yahoo/Bloomberg] NY Fed: Worry over outlook increases amid stable inflation expectations

[CNBC] Trump says a transition period for the economy is likely: ‘You can’t really watch the stock market’

[Bloomberg] US Consumers’ Pessimism Grows, Long-Run Inflation Outlook Stable

[Bloomberg] Trump’s Trade Threats Are Starting to Hit Canadian Credit Market

[FT] UK to convene ‘coalition of the willing’ for fresh talks on Ukraine peace force

[FT] Syria’s sectarian violence prompts reckoning for new president