Monday's News Links

[Yahoo/Bloomberg] US Stocks Fall With Dollar, Crude Oil Sinks: Markets Wrap

[Yahoo/Bloomberg] Gold Rises After Weekly Loss Before Fed Rate Decision This Week

[Yahoo/Bloomberg] Oil Drops as OPEC+ Supply Surge Threatens to Swamp Global Market

[Yahoo/Bloomberg] Taiwan’s Markets Jolted as Currency Surges Most Since 1980s

[Yahoo/Reuters] Dollar under water as surge in Taiwan dollar spills over

[Reuters] Fed policymakers expected to keep rates steady as tariffs roil outlook

[Yahoo Finance] Fed and Powell face 'tug-of-war' with Trump and his tariffs looming

[AP] Trump’s trade demands go beyond tariffs to target perceived unfair practices

[Axios] Trump says tariffs could be permanent, but strikes softer note on China

[Reuters] Trump says he wants a fair trade deal with China'

[AP] Trump threatens 100% tariff on foreign-made films

[Axios] Buying a home now requires $50K more income than renting

[Reuters] The heart of the US oil boom is slowing

[CBS] Temu halts China shipments to U.S. as tariff exemption ends

[CNBC] China risks a spiral into deeper deflation as it diverts U.S.-bound exports to domestic market

[BBC] Trump orders reopening of notorious Alcatraz prison

[Reuters] Pakistan tests missile amid India standoff, Moody's warns of economic cost

[Bloomberg] US Border Towns Are Being Ravaged by Canada’s Furious Boycott

[Bloomberg] Macron Urges US Scientists to Choose Europe After Trump Upheaval

[NYT] Economic Concerns Are Mounting, but the Fed Isn’t Cutting Rates Proactively

[WSJ] Collections Coming for Millions of Student-Loan Borrowers

[WSJ] Tariffs Threaten Semiconductor Supply Chains, Chip-Equipment Maker Warns

[WSJ] Taiwan Central Bank Says U.S. Didn’t Make Forex Demands, Urges Calm as Currency Surges

[WSJ] Hedge Fund Goes on Losing Streak After Locking In Investors

[FT] ‘Feed the gorilla’: How corporate America fought Trump’s tariffs threat

[FT] Bankers urge US companies to use reprieve in market swings to sell debt

[FT] The Taiwanese dollar’s torrid rally

[FT] Trump has created a chance for the euro to rival the dollar

[FT] Why the EU beats Trump at the art of the deal

Sunday Evening Links

[CNBC] Stock futures inch lower after S&P 500 notches best winning streak in 20 years: Live updates 

[Yahoo/Reuters] Oil falls more than $2/bbl as OPEC+ set to accelerate output hikes

[Yahoo/Bloomberg] Bond Traders Swing to Powell’s Side as Trump Calls for Rate Cuts

[Axios] Trump will only accept "total dismantlement" of Iran's nuclear program

[Bloomberg] Trump Signals Willingness to Lower China Tariffs ‘at Some Point’

[Bloomberg] Dollar’s Decline Is Fueling Dislocations Across Asian Currencies

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

[WSJ] Bessent: Trump’s Three Steps to Economic Growth

[WSJ] Trump Downplays Economic Concerns as He Looks to Cut Trade Deals

[WSJ] Trump Says ‘I Don’t Know’ When Asked if He Must Uphold the Constitution

[FT] Chinese exporters ‘wash’ products in third countries to avoid Donald Trump’s tariffs

Sunday's News Links

[Reuters] Wall St Week Ahead Fed outlook in focus as US stocks rally picks up steam

[CNBC] ‘Dumpster fire’: Retailers urge shoppers to buy now before tariffs raise prices

[Reuters] Exclusive: OPEC+ to further speed up oil output hikes, five sources say

[BBC] How Carney's election win will change direction of trade war

[Reuters] Russia's drone attack on Kyiv sets several residential buildings on fire, Ukraine says

[AP] Putin says he hopes there will be no need to use nuclear weapons in Ukraine

[Politico] Moscow has means to bring Ukraine war to ‘logical conclusion,’ Putin says

[Bloomberg] Trump Trade Adviser Warns UK Against China Ties, Telegraph Says

[Bloomberg] World’s Riskiest Bonds Lure Traders Back After Tariff Turmoil

[WSJ] Trump’s Tariffs Are Lifting Some U.S. Manufacturers

[FT] EU eyes closer ties to transpacific bloc as Trump jolts trade order