Tuesday, May 27, 2025

Wednesday's News Links

[CNBC] Stocks little changed as investors brace for Nvidia earnings: Live updates 

[Yahoo/Bloomberg] Oil Swings Near $64 as Traders Weigh OPEC+ Plans, Russia Risk

[CNBC] Mortgage rates rose to the highest level since January, but demand from homebuyers still grew. Here’s why.

[Reuters] Minutes of Fed's May meeting likely to show officials grappling with uncertainty

[Reuters] Fed's Williams calls for strong response if inflation deviates from target

[Bloomberg] Fed’s Williams Says Pandemic Changed Inflation Perceptions

[Axios] Trump pledges government will continue Fannie Mae, Freddie Mac guarantees

[Yahoo/Bloomberg] China Deflation Worry Is Eclipsing Trade War Thaw for Economists

[Reuters] US and Russia clash in public as the Ukraine war heats up

[AP] Get ready for several years of killer heat, top weather forecasters warn

[Bloomberg] Raghuram Rajan Warns US Risks Future by Curbing Foreign Students

[Bloomberg] Why Investors Are So Nervous About Japanese Bonds

[Bloomberg] Ueda Vows to Watch Risks of Ripple Effects From Long-Yield Surge

[Bloomberg] BOJ’s Bond Holding Paper Losses Hit Record After Rate Hikes

[Bloomberg] China Seeks to Slow Yuan’s Gains After Months of Propping It Up

[Bloomberg] Germany to Work With Kyiv on Long-Range Missile Production

[WSJ] Trump Pledged ‘No Tax on Social Security.’ The Tax Bill Says Otherwise.

[WSJ] Japan Bonds Draw Weak Demand as Rise in Superlong Yields Sparks Concern

[FT] Japan’s 40-year bond sale draws weakest demand since July

[FT] Donald Trump offers Canada free ‘Golden Dome’ protection if it gives up sovereignty

[FT] The lessons from China’s dominance in manufacturing

[FT] Global temperature rise to reach near 2C in next five years, WMO says

[FT] India offers US ‘deep’ tariff cuts, but shields grain and dairy markets

Tuesday Evening Links

[CNBC] Stock futures are little changed as investors brace for Nvidia earnings: Live updates

[Reuters] US stocks end sharply higher on Trump's tariff reprieve

[Reuters] Trump says US to retain oversight, guarantees in Fannie Mae, Freddie Mac spinoff

[Reuters] Trading Day: Japan spreads long bond relief

[WSJ] Carney Says Canada and U.S. Are in Talks on a New Economic and Security Deal

[WSJ] Trump’s Foreign Policy Crossroads

[FT] US vows to use ‘every tool’ in crackdown on international students

Tuesday Afternoon Links

[CNBC] Dow climbs 700 points on EU tariff delay, consumer confidence surge: Live updates

[Axios] The warning in wild bond moves

[AP] US consumer confidence rebounds after five straight months of declines amid tariff anxiety

[Reuters] US business spending on equipment softening as tariff uncertainty persists

[AP] The US and EU are in a showdown over trade. What does Trump want and what can Europe offer?

[Yahoo Finance] The Fed is having a 'healthy debate' about whether Trump tariff inflation will be transitory: Kashkari

[Yahoo/Bloomberg] Trump to End Federal Contracts With Harvard University

[Politico] Trump says Putin is ‘playing with fire’ as Kremlin continues assault on Ukraine

[Yahoo/Bloomberg] Trump Warns Putin ‘Playing With Fire’ as Lawmakers Eye Sanctions

[Reuters] Trump administration halts scheduling of new student visa appointments

[BBC] Canada 'strong and free' and other takeaways from King's throne speech

[Reuters] Germany threatens steps against Israel as tone shifts over Gaza