Monday's News Links

[Yahoo/Bloomberg] Stocks Erase Losses After Retail Sales Data: Markets Wrap

[Yahoo/Reuters] Gold Hovers Near Record as US Growth Concerns Fan Haven Demand

[Yahoo/Bloomberg] Oil rises as China plans stimulus, US vows pressure on Houthis

[CNBC] Retail sales increased 0.2% in February, less than expected; ex-autos up 0.3%, meeting estimate

[Yahoo/Reuters] New York State factory activity plunges in March, NY Fed says

[AP] ‘Stagflation’ risk puts Federal Reserve in tricky spot as it meets this week

[Reuters] Fed officials prepare to lay down marker on impact of Trump policies

[Reuters] Wall St Week Ahead Fed on tap for tariff-jolted market as investors look for calm

[CNBC] CNBC Daily Open: U.S. consumers think inflation will shoot up in the year ahead

[Yahoo/Bloomberg] Trump’s Trade Wars Tip World to Slower Growth, Faster Inflation, OECD Says

[Yahoo/Reuters] Trump trade war to sap Canadian, Mexican and US growth, OECD says

[AP] Tariffs on lumber and appliances set stage for higher costs on new homes and remodeling projects

[AP] Putin and Trump will speak on Tuesday about the war in Ukraine

[AP] Canada’s Carney meets with European allies as tensions with the Trump administration persist

[BBC] 'I'm a little angry': Canadian firms boycott US products

[Yahoo/Bloomberg] US Bitcoin ETFs Shed $5.5 Billion in Longest Run of Outflows

[The Hill] Universities in precarious position as Trump uses research funding as a wedge

[Yahoo/Bloomberg] Japan’s 40-Year Yield Rises to Record as Ishiba’s Support Falls

[Yahoo/Bloomberg] China Economic Pickup Tops Forecasts Before Tariff Pain Deepens

[Yahoo/Bloomberg] China Maps Out Plan to Raise Incomes and Boost Consumption

[Yahoo/Reuters] China's new home prices decline in February as stimulus efforts fall flat

[Yahoo/Bloomberg] China Consumption Picks Up in Relief for Economy Hit by Tariffs

[Politico] Canada’s Carney starts first trip abroad with implicit digs at Trump

[Reuters] China says military exercise near Taiwan was punishment for 'separatism'

[Reuters] 'Pray for us. They've arrived': How Syria descended into revenge bloodshed

[Bloomberg] Carney Tries to Pull France, UK Closer With More Tariffs Coming From Trump

[Bloomberg] Taiwan Expects US Support in China Hostilities, Official Says

[WSJ] China Says It Started Year on Strong Economic Footing as Trump Tariffs Hit

[NYT] An Uncertain Economic Moment Poses a Big Test for the Fed

[WSJ] Investors Were Confident Heading Into 2025. That Was a Bad Sign

[WSJ] A Secret Mortgage Blacklist Is Leaving Homeowners Stuck With Unsellable Condos

[FT] China unveils plan to ‘vigorously boost’ weak consumption

[FT] Hunting the hidden hoards of Wall Street

Sunday Evening Links

[Yahoo/Bloomberg] Asia to Extend Stock Rally on New Chinese Measures: Markets Wrap

[Yahoo/Bloomberg] Bessent Not Worried About Market, Calls Corrections Healthy

[Yahoo/Reuters] Rubio says US could engage in new trade deals after tariffs imposed

[Yahoo/Bloomberg] Trump’s Trade Salvos Test Nerves of Central Bankers

[Yahoo/Bloomberg] Five Key Charts to Watch in Global Commodity Markets This Week

[Yahoo/Bloomberg] Traders Gauging Stock Market’s Next Move Keep Wary Eye on Flows

[Yahoo/Bloomberg] US Attacks on Houthis Will Be ‘Unrelenting,’ Hegseth Says

[Axios] Exclusive: How the White House ignored a judge's order to turn back deportation flights

[WSJ] A Trade War Puts Pressure on the Federal Reserve

[WSJ] Slumping Stocks Threaten a Pillar of the Economy: Spending by the Wealthy

Sunday's News Links

[AP] Tornadoes, wildfires and blinding dust sweep across US as massive storm leaves at least 33 dead

[AP] New Canadian Prime Minister Mark Carney seeks alliances in Europe as he deals with Trump

[Yahoo/Bloomberg] ECB’s Guindos Says Uncertainty Now Higher Than During Covid

[Yahoo/Bloomberg] Ukraine Allies Agree to Step Up Economic Pressure on Russia

[Yahoo/Bloomberg] China Ramps Up Criticism of Li Ka-shing’s BlackRock Ports Deal

[Yahoo Finance] 'A sentiment shift': What Wall Street is saying after the S&P 500's 10% tumble

[Yahoo/Bloomberg] Market Turmoil Breaks Years of Junk Debt Outperformance in EM

[Bloomberg] China Maps Out Plan to Raise Incomes and Boost Consumption

[NYT] Facing Trump Tariffs, China Outlines Plan to Bolster the Economy

[WSJ] In America’s Insurance Crisis, Hail Hits Harder Than Hurricanes and Fires

[FT] US strikes Iran-backed Houthis in Yemen

[FT] Will the Federal Reserve speed up US interest rate cuts this year?

[FT] Half of Mexico’s exports to US risk steep tariffs