Wednesday, May 21, 2025

Thursday's News Links

[CNBC] Stocks are flat as traders eye jumping bond yields: Live updates

[Yahoo/Bloomberg] Oil Extends Decline as OPEC+ Considers Another Output Surge

[Yahoo/Bloomberg] Bond Market Warns Trump, Congress on Dangers of Swelling Deficit

[AP] House Republicans pass Trump’s big bill of tax breaks and program cuts after all-night session

[Axios] House passes Trump's "big, beautiful bill" after tense GOP talks

[AP] US filings for jobless aid, a proxy for layoffs, inch down modestly last week as uncertainty lingers

[Yahoo/Reuters] JPMorgan's Dimon warns of US stagflation risk, Bloomberg News reports

[Yahoo/Reuters] Trump says he's seriously considering taking Fannie Mae and Freddie Mac public

[Yahoo/Bloomberg] Trump’s ‘Little Problem’ With Tim Cook Is a Big One for Apple

[Yahoo/LAT] After L.A. wildfires, Edison faces blowback over proposed rate hike

[Yahoo/Bloomberg] Trump Stages Another Oval Office Ambush, Lecturing Ramaphosa

[Bloomberg] Long-Term Bond Yields Soar Globally on Fiscal Policy Fears

[Bloomberg] Dimon Warns of US Stagflation Risk, Says Fed Right to Hold

[Bloomberg] GOP Ends Clean Energy Credits Years Earlier in Revised Bill

[Bloomberg] It’s Never Been Harder to Make It in Venture Capital

[Bloomberg] Iran Gives ‘Serious Warning’ After Israeli Nuclear Strike Report

[NYT] The House Passed Trump’s Megabill. Bond Investors Are Worried.

[WSJ] Breaking Down What’s in the GOP Tax Bill

[WSJ] House Passes Trump Tax Bill After Last-Minute Changes

[WSJ] The Deficit Is Unsettling Bond Traders. Here’s How That Affects the Economy.

[WSJ] The Fortress That China Built for Its Battle with America

[WSJ] Private Credit Has a Problem: Too Much Money

[WSJ] Trump Tells European Leaders in Private That Putin Isn’t Ready to End War, European Officials Say

[FT] UK government borrowing hits £20.2bn in April

Wednesday Evening Links

[AP] Wall Street tumbles under the weight of rising Treasury yields and US debt worries

[Yahoo/Reuters] Trading Day: Bond alarms ring louder

[Reuters] Tepid demand for US Treasury auction shows investor jitters about tax bill, deficit

[Yahoo/Reuters] Nike to raise prices by next week, to return to selling on Amazon, media reports say

[AP] Things to know about ‘no tax on tips,’ Trump’s tax pledge that’s included in GOP budget bill

[Axios] Trump's Oval Office is a danger zone for world leaders

[Yahoo/Bloomberg] Trump Stages Another Oval Office Ambush, Lecturing Ramaphosa

[Bloomberg] Stock Selloff to Hit Asia on US Deficit Concerns: Markets Wrap

[Bloomberg] The Bond Market Is Getting Awfully ‘Yippy’ Again

[Bloomberg] Prized Oval Office Visits With Trump Become Perilous Tests of Nerve

[Bloomberg] Why China’s Fighter Jets Should Worry the US and Taiwan

[WSJ] GOP Races to Overcome Final Hurdles in Passing Trump Tax Bill

[WSJ] A Case of Bond Market Jitters

[WSJ] Iran Holds Out for Nuclear Enrichment

[FT] US government bonds drop as worries over Donald Trump’s tax bill flare up

[FT] US Speaker hails $3tn Trump budget bill deal but Republican hardliners hold out

Wednesday Afternoon Links

[Yahoo Finance] S&P 500 dips, debt concerns in focus as Trump's tax bill faces overnight test 

[Bloomberg] Treasury Yields Jump After Weak $16 Billion Sale: Markets Wrap

[Yahoo/Bloomberg] Dollar Hits One-Month Low as G-7 Stirs Fresh FX Policy Watch

[Yahoo Finance] Oil pares price gains as rising US inventories outweigh Middle East supply fears

[Yahoo/Bloomberg] Trump Tax Bill Threatened by Ultraconservatives After SALT Deal

[Yahoo Finance] Bond market jitters rise on 'narrative shift' from positive tariff news to mounting US debt crisis

[AP] Tariffs, inflation and leery customers are hitting retailers in different ways

[Yahoo/Reuters] China says US trade talks important but multilateralism key to solution

[Bloomberg] US to Keep China Chip Curbs, Spurning Nvidia’s Call for Relief

[Bloomberg] Treasury Yields Climb, Auguring 5% Rate for 20-Year Bond Auction

[WSJ] GOP Races to Overcome Final Hurdles in Passing Trump Tax Bill

[FT] Johnson hails deal on $3tn Trump budget bill but Republican hardliners hold out

[FT] Trump’s bill is big, but not beautiful

[FT] Banks’ links to private credit could pose systemic risk, says Boston Fed

[FT] Private equity founder warns retail investors risk being saddled with worst assets