Monday's News Links

[CNBC] Stock futures rise after a wild week as traders weigh surprise China tariff exemption: Live updates

[Yahoo/Bloomberg] Dollar Extends Drop to Fresh 2025 Lows as Tariff Saga Rolls On 

[Yahoo/Bloomberg] Gold-Trading Frenzy Erupts in China as Tensions With US Escalate

[Yahoo/Bloomberg] Oil Steadies With Trade War Shifts and Iran Talks to the Fore

[Axios] Trump says he'll announce new chips tariffs over next week

[Axios] Trump's hardline stance

[Politico] Risk of failure looms large as GOP starts drafting the ‘big, beautiful bill’

[AP] China’s Xi says there are ‘no winners’ in a tariff war as he visits Southeast Asia

[CNBC] Billionaire Ray Dalio: ‘I’m worried about something worse than a recession’

[Yahoo/Reuters] BOJ Ueda warns of heightened uncertainty from US tariff policy

[Reuters] Japan PM warns US tariffs have potential to disrupt global economic order

[Yahoo/Reuters] China's March exports beat expectations with 12.4% gain, imports fall

[Yahoo/Reuters] OPEC cuts 2025 global oil demand growth forecast, citing US tariffs

[Axios] Iran nuclear talks expected to continue Saturday in Rome

[Bloomberg] Trump’s Tangled Tariffs Sow Confusion as Negotiators Line Up

[Bloomberg] Trump Warns Tariffs Coming for Electronics After Reprieve

[Bloomberg] Xi Seeks to Win Over Southeast Asia as Trump Pauses Some Tariffs

[Bloomberg] Weak Dollar Wishes Are Scary When Granted

[NYT] Trump Has Added Risk to the Surest Bet in Global Finance

[WSJ] U.S. Allies Are Sitting Out Trump’s Trade War With China

[WSJ] Five Things to Watch for Signs of Market Trouble

[WSJ] How the U.S. Lost Its Place as the World’s Manufacturing Powerhouse

[WSJ] Canadians Are Cashing Out Their American Vacation Homes

[WSJ] Civilian Death Toll in Ukraine Climbs, as Putin Resists Trump’s Peace Drive

[FT] Why Xi holds a stronger hand than Trump

[FT] Xi Jinping warns ‘no winners’ from Trump trade war as he heads to Vietnam

[FT] Germany willing to send Taurus missiles to Ukraine, says Merz

Sunday Evening Links

[CNBC] Stock futures rise after a wild week as traders weigh surprise China tariff exemption: Live updates

[Yahoo/Bloomberg] Trump Says He Will Look at ‘Whole Electronic Supply Chain’

[Yahoo/Reuters] Trump says chips from China will face national security probe; further tariffs expected

[AP] Trump’s commerce secretary says new electronics tariff exemptions are temporary, chip tariffs coming

[AP] Trump team tries to project confidence and calm after his tariff moves rattled markets

[Yahoo/Bloomberg] Kashkari Says All the Fed Can Do Is Keep Inflation Anchored

[Yahoo Finance] Market chaos signals 'sell America' trade as Trump tariff whipsaw threatens to upend the US economy's soft landing

[Yahoo/Reuters] Bridgewater's Ray Dalio says Trump trade war has put US 'close to a recession'

[Bloomberg] Why Wouldn’t China Weaponize Its $760 Billion Treasury Holdings?

[Bloomberg] Bond Market’s Steepener Bet Gets Turbocharged Amid Tariff Mayhem

[WSJ] Shifting Signals on Tech Tariffs Fuel Fresh Trade Uncertainty

[WSJ] Is There a New U.S. Risk Premium?

[WSJ] The Lessons of Trump’s Tariff Exemptions

[WSJ] Trump Is Going After Universities’ Federal Funding. Here’s What to Know.

[FT] US tech tariff exemption will be temporary, says Trump