Wednesday's News Links

[CNBC] S&P 500 futures slide as a drop in Nvidia shares drags down tech: Live updates

[Yahoo/Bloomberg] Gold Breaks $3,300 as Expanding Trade War Bolsters Haven Demand

[Reuters] Global chip stocks slide as Nvidia warns of big hit from US export curbs

[Yahoo/Bloomberg] Oil Steadies With Glut Expectations, Trade War Souring Outlook

[CNBC] Retail sales increased 1.4% in March, greater than expected

[CNBC] Homebuyers rush to riskier loans, as tariff turmoil pushes interest rates higher

[CNBC] Global trade outlook has ‘deteriorated sharply’ amid Trump tariff uncertainty, WTO warns

[Yahoo/Reuters] Fed Chair Powell to deliver fresh economic view as tariffs inject uncertainty

[AP] Trump says he’s joining Bessent and Lutnick for trade negotiations with Japanese at the White House

[Yahoo/Bloomberg] China Open to Talks If US Shows Respect, Names Point Person

[CNBC] China replaces top trade negotiating official as talks with Washington stall

[Yahoo/Reuters] US 30-year mortgage rate jumped last week to 2-month high

[Axios] The Midwest's data center boom is heating up

[Yahoo/Bloomberg] California’s Newsom Says State to Sue Over Trump’s Tariffs

[Politico] The untold story of how Trump shocked Europe in a few short days

[Bloomberg] The Financial Crisis of 2025? Better to Be Ready

[Bloomberg] Trump Presses China to Make Tariff Offer to Calm Trade War

[Bloomberg] Top Forecasters Warn Housing Market's Days of Big Gains Are Over For Now

[Bloomberg] China’s Home Price Slump Eased in March Before US Tariffs

[NYT] Even Without Add-Ons, Trump’s 10% Tariffs Will Have a Sting

[NYT] China Girds for Economic Stress of Trump’s Tariffs

[NYT] Both Admired and Resented by Trump, Japan Scrambles to Stay Close

[WSJ] What the Weak Dollar Means for the Global Economy

[WSJ] ASML Warns on Tariff Uncertainty, Logs Weak Orders

[WSJ] How Harvard Ended Up Leading the University Fight Against Trump

[FT] Japan set for ‘guinea pig’ trade talks with US after Donald Trump’s tariffs

[FT] Donald Trump threatens to hit critical minerals with tariffs

[FT] Trade war fears put loan vehicles under pressure to sell riskiest debt

[FT] AI hype is drowning in slopaganda

[FT] China defies Donald Trump’s tariffs with strong first-quarter growth

[FT] Trump could derail the conquering march of American finance

Tuesday Evening Links

[CNBC] S&P 500 futures slide Tuesday as Nvidia shares tumble, traders await retail sales data: Live updates

[Yahoo/Bloomberg] Stocks Halt Rally Amid Lingering Trade-War Risks: Markets Wrap

[Yahoo/Bloomberg] Gold Edges Higher as Traders React to Expanding Trade War

[Yahoo/Bloomberg] US Bonds Gain as Official Says Capital Rule Change Is on Agenda

[Yahoo/Bloomberg] Goldman, Wells Fargo Lead $17 Billion Bank Borrowing Spree

[CNBC] Nvidia says it will record $5.5 billion charge tied to H20 processors exported to China

[AP] Harvard’s challenge to Trump administration could test limits of government power

[Politico] World wants more trade with Europe since Trump-driven uncertainty, von der Leyen says

[Bloomberg] Trump Launches Critical Minerals Probe to Weigh New Tariffs

[Bloomberg] Yuan at Decade Low Against Euro Risks More Heat on Trade Flows

[WSJ] Trump and Judiciary in Escalating Standoff Over Wrongfully Deported Migrant

[WSJ] Trump, Abrego Garcia and the Courts

[WSJ] The White House Targets State Climate Laws

[WSJ] A Tariff Meltdown for American Chocolate Makers

[FT] US wants to retain key tariffs on EU, say European officials

[FT] Venture Global debt deal wakes US junk bond market from tariff slumber

Tuesday Afternoon Links

[CNBC] S&P 500 seesaws as investors digest latest earnings and tariff volatility eases: Live updates

[MSN/FT] Why Xi Holds a Stronger Hand Than Trump

[Yahoo/Reuters] US banks flag risks to consumer spending from tariff uncertainty

[Axios] The trade war's pandemic parallel

[Axios] How judges can hold Trump admin accountable for defying court orders

[CNBC] Trump is ‘shredding’ credibility with allies while China benefits, former national security advisor John Bolton says

[Bloomberg] Apollo Says Corporate-Bond Trading Costs Surged in Market Tumult

[Bloomberg] US Junk Bond Market Defrosts After Long Period Without Deals

[Bloomberg] Retail Investors Who’ve Only Known Bull Markets Are Buying the Dip

[Bloomberg] For Wall Street, Worsening Economy Is a Problem for Later

[Bloomberg] ‘Drill Baby Drill’ Is Drowning in Oil

[WSJ] U.S. Freezes Billions in Funding After Harvard Says It Will Fight Trump’s Demands

[WSJ] Big Banks Alarmed After Their Regulator Gets Hacked

[FT] Trump trade war could challenge US credibility, says Jamie Dimon

[FT] Donald Trump threatens to remove Harvard’s tax exempt status