Tuesday's News Links

[Yahoo/Bloomberg] Stocks Recover as Japan Sets Tone for Trade Deals: Markets Wrap

[Yahoo/Reuters] Sudden sell-off shakes US bond market

[Yahoo/Reuters] Oil’s Plunge Pauses as Traders Take Stock of Growth Outlook

[CNBC] Treasury Secretary Bessent says China’s escalation was ‘big mistake,’ country playing with ‘losing hand’

[Yahoo/Bloomberg] China Vows ‘Fight to the End’ on Tariffs as It Props Up Markets

[Reuters] China censures Trump tariff 'blackmail' as market turmoil eases

[Reuters] Limited options push China into trade 'war of attrition' with Trump

[Yahoo/Reuters] US small business confidence drops, economic outlook dims

[AP] As China and the US spar, countries brainstorm over how to cope with the trade war

[Yahoo/Reuters] Fed's Goolsbee says there's a lot of anxiety over tariffs

[Yahoo/Reuters] Clothing retailers delay orders, freeze hiring as tariffs hit

[Axios] Behind the Curtain: Trump vs. tech titans

[The Hill] Growing opposition from House conservatives threatens to derail Trump’s agenda

[Yahoo/Bloomberg] Trump, Hegseth Tout $1 Trillion US Defense Budget

[Reuters] China state firms vow to boost share purchases to calm markets

[Yahoo/Reuters] Taiwan activates $15 billion stock stabilisation fund after precipitous falls

[Reuters] Trump says US and Iran set for direct nuclear talks; Tehran says they will be indirect

[Politico] China condemns JD Vance’s ‘peasants’ jibe

[Reuters] ECB's Nagel says global growth deteriorated 'massively'

[Bloomberg] BOE Tells Banks to Watch Out for Liquidity Risk as Tariffs Hit Markets

[Bloomberg] Trump’s Tariff Chaos Becomes $700 Billion Storm for Big Banks

[Bloomberg] Traders Bet ‘Insane’ Currency Volatility Is Here to Stay

[Bloomberg] Covid-Level Fear Grips Silicon Valley After Tariff Turmoil Delays IPOs

[Bloomberg] Shaking Faith in US Safe Havens Is a Dangerous Gamble

[Bloomberg] Trump’s Tariffs and China Collide to Shock the $115 Trillion Global Economy

[Bloomberg] Markets Remain on Edge Despite Relief Rally in Asian Equities

[Bloomberg] PBOC Vows Funding Support to Sovereign Fund to Stabilize Market

[Bloomberg] Griffin Calls Tariffs ‘Huge’ Mistake Hurting Middle Class

[NYT] China Says It Will ‘Fight to the End’ After Trump Threatens More Tariffs

[NYT] Trump Tariffs May Rewire Market Psychology

[NYT] Market Chaos Could Inflict Its Own Economic Damage

[WSJ] Monday’s Jump in 30-Year Treasury Yields Suggests Doubts Over Safety of U.S. Assets

[WSJ] China Eases Grip on Yuan With Fixing Past 7.2 to the Dollar

[WSJ] Lutnick’s Strategy Flummoxes Business Leaders and White House Aides

[WSJ] EU Response to Trump’s Tariffs Could Come as Early as Next Week

[WSJ] How Tariff Damage Spreads, Auto Edition

[WSJ] Panama Casts Doubt on BlackRock Canal Ports Deal Touted by Trump

[WSJ] Americans Have $35 Trillion in Housing Wealth—and It’s Costing Them

[FT] China vows ‘fight to the end’ after Trump threatens extra 50% tariff

[FT] Jay Powell’s tariff dilemma: defend the economy or contain inflation

[FT] BoE asks banks whether clients have funding problems after Trump-induced market rout

[FT] US tariffs threaten almost $2tn of investment pledges by global companies

[FT] Trump has no idea what he has unleashed

[FT] Singapore warns end of free trade era ‘very hostile’ for small nations

[FT] Arctic sea ice hits record March low as global powers eye shipping routes

Monday Evening Links

[Yahoo/Bloomberg] Asian Traders Brace for Swings as US Futures Rise: Markets Wrap

[Yahoo/Bloomberg] Bond Market Turbulence Lifts 30-Year Yield Most Since March 2020

[Yahoo/Bloomberg] EM Stocks Erase 2025 Gain as Tariffs Fuel Worst Day in 17 Years

[Yahoo/Bloomberg] ‘The World Is Different Now’: Market Convulsions Hit Wall Street

[Yahoo/Bloomberg] The 7-minute $2.5 trillion stock rally confounds wary investors

[Yahoo/Bloomberg] Trump Says No Pause on Tariffs, But Open to Negotiations

[Politico] EU agonizes over using its trade ‘bazooka’ to hit back at Trump’s mega tariff

[Yahoo/Reuters] Trading Day: Trump's tariff wrecking ball still swinging

[Yahoo/Bloomberg] US Consumer Borrowing Unexpectedly Declines in Broad Pullback

[Bloomberg] Trump’s Tariffs and China Collide to Shock the $115 Trillion Global Economy

[Bloomberg] Global Finance Upended by Trump Tariff Reckoning Few Saw Coming

[Bloomberg] Republicans Warm to Millionaire Tax Hike to Pay for Levy Cuts

[Bloomberg] US Is Quietly Revoking Student Visas From Harvard to Stanford

[NYT] Top White House Adviser Indicates Offers From Trading Partners Won’t Convince Trump to Retreat

[NYT] Jamie Dimon Warns Tariffs Could Increase Inflation and Weigh on Growth

[WSJ] Trump Turns Screws on China, Leaves Door Open to Deals With Other Countries

[WSJ] U.S. Stock Meltdown Gives Way to Global Rout

[WSJ] Why Trump Wants Tariffs

[WSJ] Canada’s Economy Is Starting to Crack Under Trade-War Pressure

[FT] US government debt sells off as hedge funds cut down on risk

[FT] BlackRock’s Larry Fink warns US economy is ‘weakening as we speak’

Monday Afternoon Links

[Yahoo/Bloomberg] US Bonds Stumble as Traders Debate Just How Much the Fed Can Cut

[Yahoo/Reuters] Wall Street 'fear gauge' flashes red as stocks extend selloff

[Yahoo/Bloomberg] Markets Worldwide Convulse as Tariff Headlines Sow Confusion

[Yahoo/Bloomberg] Emerging Assets Plunge as Trump Tariffs Roil Markets

[Yahoo/Bloomberg] Chinese Stocks Suffer ‘Panic Selling’ as Tariff War Escalates

[Yahoo/Bloomberg] Oil extends losses as Trump threatens more tariffs on China

[AP] Trump threatens more tariffs on China as global markets plunge

[CNBC] Trump threatens new 50% tariffs on China if Beijing doesn’t remove retaliatory duties: Live updates

[Yahoo/Bloomberg] Frustrated World Leaders Wonder If Trump Even Wants a Deal

[AP] Nations puzzle over how to respond to US trade war as global markets gyrate

[AP] Swollen rivers are flooding towns in the US South after a prolonged deluge of rain

[Yahoo Finance] Trump’s economic team faces flood of tariff critiques — even from top White House allies

[CNBC] Peter Navarro says Vietnam’s 0% tariff offer is not enough: ‘It’s the nontariff cheating that matters’

[Yahoo/Reuters] Fed's Kugler: making sure inflation doesn't rise is priority

[Yahoo Finance] Pressure on Fed and Powell rises as Wall Street rate cut bets mount

[Yahoo/Bloomberg] Wall Street Titans Blast Trump’s Tariffs With Markets Roiled

[Yahoo/Bloomberg] Trade War Boosts Inflation Expectations, Bank of Canada Says

[Yahoo/Reuters] Trump adviser Navarro dismisses Musk as 'car assembler' after tariff comments

[Bloomberg] Trump Threatens 50% More China Tariffs, Teases Talks With Others

[Bloomberg] Market Chaos Puts Wall Street on Alert for US Funding Strains

[Bloomberg] Black-Swan Hedges Are Soaring in the Global Market Turbulence

[Bloomberg] US Hits Canada Lumber With 34% Duties Even Before Trump Tariffs

[Bloomberg] Trump’s Trade War Is Driving US Into Recession, Canada’s Carney Says

[FT] Navarro: Donald Trump’s tariffs will fix a broken system

[WSJ] Republicans Fracture on Trump’s Tax Bill

[WSJ] Trump Is Trashing America’s Reputation

[FT] Billionaire financiers lambast Donald Trump’s tariffs

[FT] A market rout made in the White House

[FT] Bill Ackman’s main fund drops 15% this year as he criticises Donald Trump’s policies