Monday's News Links

[CNBC] Stocks slide as global trade tensions rise to start the new month: Live updates

[Yahoo/Bloomberg] Gold Surges With Rising Global Tensions Boosting Haven Demand

[Yahoo/Bloomberg] Oil Advances as OPEC+ Supply Boost Vies With Geopolitical Risk

[Yahoo/Reuters] Aluminium premium for US buyers soars after Trump doubles tariffs

[CNBC] China says the U.S. undermined Geneva trade deal after Trump accuses Beijing of violations

[Reuters] China rejects Trump's accusation that it breached Geneva trade deal

[AP] EU readying ‘countermeasures’ if tariffs deal with US crumbles

[Yahoo/Reuters] US life insurers shifted $800 billion offshore from 2019 to 2024, Moody's says

[Yahoo/Reuters] JPMorgan CEO Jamie Dimon tells Fox Business US debt could cause bond turmoil

[Yahoo/Reuters] Fed's Waller still open to cutting interest rates later this year

[Yahoo/Fortune] The tide is turning in the housing market as top metro areas see home prices fall ahead of a broader decline later this year

[Yahoo/Reuters] Hedge funds buy stocks at quickest pace since Nov 2024, Goldman Sachs says

[Yahoo/Reuters] Wall Street Sees Deeper Dollar Rout as Currency Nears 2023 Low

[AP] Thousands evacuated in 3 provinces as Canadian wildfires threaten air quality into some US states

[AP] Ukraine and Russia hold talks in Istanbul a day after Kyiv’s stunning drone attacks

[BBC] Ukraine drones strike bombers during major attack in Russia

[Reuters] Exclusive: Iran poised to dismiss US nuclear proposal, Iranian diplomat says

[Reuters] New World Development drops after company to defer coupon payments

[Politico] Nationalist Nawrocki wins Polish presidential election

[Bloomberg] China Accuses US of Violating Trade Deal, Vows Firm Response

[Bloomberg] Polish Nationalist Nawrocki Wins Presidential Election

[Bloomberg] Taiwan Dollar Option Trade Slump Lifts Insurers’ Hedging Costs

[NYT] U.S. Dependence on China for Rare Earth Magnets Is Causing Shortages

[NYT] Wall St. Is All In on A.I. Data Centers. But Are They the Next Bubble?

[WSJ] China Hits Back Against Trump Claims That It Broke Trade Truce

[WSJ] GOP Senator Draws Red Line on Trump Megabill

[WSJ] Climate Startups Are Pausing Operations, Cutting Staff and Entering Bankruptcy as Trump Policies Bite

[WSJ] Ukraine’s Stunning Assault Roils Russia’s Global Military Strategy

[FT] China accuses US of ‘seriously violating’ trade truce and vows to respond

[FT] Trump tariffs cut off recovery in private equity dealmaking

[FT] Ukraine stages audacious attack on airfields deep in Russian territory

[FT] Donald Trump’s plans for Fannie and Freddie would mean payday for hedge funds

[FT] Trump always chickens out on foreign policy too

[FT] Debt is crushing the developing world

Sunday Evening Links

[CNBC] Stock futures inch lower to kick off start of the new trading month: Live updates

[Reuters] To attack Russian air bases, Ukrainian spies hid drones in wooden sheds

[Bloomberg] Bessent Says US Will Never Default as Congress Faces Endgame

[Bloomberg] Over 3,000 Private Credit Deals From Just 20 Analysts Raise Questions on Wall Street

[Bloomberg] Highways Baking at 158F Signal a Red-Hot Summer From China to the US

[WSJ] Trump Looks to Shore Up Support for GOP Megabill

[FT] Treasury secretary Scott Bessent insists US will ‘never default’ on its debt

[FT] Ukraine stages audacious attack on airfields deep in Russian territory

[FT] Britain to build up to 12 attack submarines as it moves to war-ready footin