Monday, March 31, 2025

Tuesday's News Links

[Yahoo/Bloomberg] Gold Hits Record as Trump’s Trade Threats Fan Haven Demand

[CNBC] Futures drop to start quarter on fears Trump’s tariffs will be more severe than expected: Live updates

'[Yahoo/Bloomberg] Nasdaq 100’s Worst Quarter in Years Sealed by AI Bubble Fears

[Yahoo/Reuters] Trump aides float 20% tariff on most imports, Washington Post says

[AP] Layoffs begin at US health agencies charged with tracking disease, researching and regulating food

[Reuters] US auto sales set to modestly rise in first quarter as tariffs signal bumpy ride

[Politico] EU readies counterstrike on Big Tech and US banks over Trump’s mega tariffs 

[AP] Europe says that it holds a lot of trade cards on the eve of Trump’s tariff ‘Liberation Day’

[Yahoo/Bloomberg] China Ready to Buy More Goods from India as US Tariffs Loom

[Axios] Trump's "Art of the Deal" hits new hurdles

[Yahoo/Reuters] Global deal activity disappoints, M&A revenue falls as Trump pursues tariffs

[AP] Chinese military launches large-scale drills around Taiwan

[AP] Germany sees Ukraine truce efforts as deadlocked, while China says the talks are encouraging

[Axios] Rainstorms are getting more intense amid climate change

[Bloomberg] The Growing Risk to Fed Independence That Wall St Isn't Watching

[Bloomberg] Republican Anxiety Grows as Florida Races Test Trump Strength

[Bloomberg] European Tourists Start Avoiding US as ‘Unknown Territory’

[Bloomberg] Why China Can’t Sort Out Its Property Market Mess

[Bloomberg] Brazilians Blame Lula’s Economic Policy for Surging Inflation

[NYT] Stocks Mark Worst Month in Years as Trump’s Tariffs Loom

[NYT] As Trump Stokes Uncertainty, the Fed Asks Businesses Where It Hurts

[WSJ] Trump Says He Settled on ‘Liberation Day’ Tariff Plan, but Doesn’t Reveal It

[WSJ] EU Has Plan to Retaliate on U.S. Tariffs, Von der Leyen Says

[WSJ] China Says It Is Aiming to Coordinate Tariff Response With Japan, South Korea

[WSJ] The California Insurance Safety-Net System That Lost a Million-Dollar Check

[FT] EU brandishes ‘strong plan’ to retaliate against US tariffs

[FT] How a $1.4tn Trump trade war could unfold

[FT] US and Denmark to hold first high-level talks since Donald Trump’s win

[FT] China launches large-scale military exercises around Taiwan

[FT] Investors flock to gold funds as fears over Trump tariffs mount

[FT] The risky trial of Jair Bolsonaro

Monday Evening Links

[Yahoo/Reuters] Wall Street closes out bruising quarter as outlook remains murky

[Yahoo Finance] Fed’s Williams says rates to remain steady for 'some time' amid Trump tariff uncertainty

[Reuters] Fed officials cautious on rates amid tariff-related inflation risks

[Reuters] As ‘Buy Canadian’ grows, more US companies say retailers shunning their products

[Yahoo/Bloomberg] IMF, World Bank Brace for Trump’s ‘America First’ Makeover

[Yahoo/CNN] Trump aide says tariffs will raise $6 trillion, which would be largest tax hike in US history

[AP] A Kremlin official says Russia sees efforts to end Ukraine war as a drawn-out process

[Yahoo/Bloomberg] Social Security Website Crashes as Agency Pushes Users Online

[Yahoo/Reuters] Percent of global FX reserves in dollars ticks up, amounts fall, IMF data shows

[Reuters] Greenland strengthens Danish ties as it eyes independence

[Bloomberg] Trump's Tariffs Set to Make History and Break a System MAGA Loathes

[Bloomberg] Fed’s Barkin Says More Rate Cuts Require More Confidence on Inflation

[Bloomberg] PBOC Seen Deploying Stimulus Soon on Tariff Risks, Cash Shortage

[WSJ] A $6 Trillion Trump Tax Increase?

[FT] A bombshell judgment on Marine Le Pen

Monday Afternoon Links

[Yahoo/Bloomberg] Stocks Sink as Tariff Jitters Fuel Rush to Bonds: Markets Wrap 

[Yahoo/Bloomberg] US Credit Risk Gauge Shows Fear Rising as Tariffs Loom This Week

[Yahoo/Bloomberg] Traders Eye Ominous Technical Levels as Stocks Rout Intensifies

[Axios] How Trump's tariffs are different this time

[Yahoo Finance] Wall Street strategists continue to cut their stock market forecasts as Trump tariff fears become reality

[Yahoo/Reuters] US oil production fell to 11-month low in January, data shows

[Politico] Trump forces Canada to rethink trade and energy flows

[Bloomberg] Huge Options Position Just Adds More Fuel to S&P 500 Volatility

[Bloomberg] ‘Frustration and Fatigue’ Hit Stock Traders in Run-Up to Tariffs

[Bloomberg] ETF Bonanza Hits Overdrive With 1,000 New Funds Seen for 2025

[NYT] Tariff Gambit Bets Americans Will Swallow Higher Prices

[NYT] Greenland’s Prime Minister Says the U.S. Will Not ‘Get’ the Island

[NYT] Estimates Imply That Burden of Tariffs Could Fall Heavily on Consumers

[NYT] America Has Never Been Wealthier. Here’s Why It Doesn’t Feel That Way.