Monday, June 2, 2025

Tuesday's News Links

[CNBC] Stock futures slip after S&P 500 kicks off June with a modest gain: Live updates

[Yahoo/Bloomberg] Oil Holds Gains as Canada Wildfires Offset OPEC+ Output Hike

[Yahoo/Bloomberg] Japan’s Bonds Pass 10-Year Supply Test as 30-Year Sale Looms

[Yahoo/Reuters] Analysis-FX options market positioned for further dollar weakness

[Yahoo/Bloomberg] Wall Street Games Out How to Profit From Trump Tariff Flip-Flops

[Reuters] Exclusive: US pushes countries for best offers by Wednesday as tariff deadline looms

[MSN/WSJ] China’s New Trade Negotiator Is Ready to Play Hardball

[Yahoo/Reuters] OECD lowers global outlook as Trump trade war hits US growth

[Reuters] FEMA staff baffled after head said he was unaware of US hurricane season, sources say

[Axios] U.S. air quality hit as 204 wildfires burn across Canada

[Yahoo/Bloomberg] China’s Private Factory Gauge Plunges to Weakest Since 2022

[Reuters] BOJ's Ueda signals readiness to raise rates if growth re-accelerates

[AP] Inflation slides to 1.9% in Europe, as worries shift from prices to Trump and tariffs

[Yahoo/Bloomberg] Trump Says US Won’t Agree to Any Uranium Enrichment by Iran

[AP] Analysis: An outline is emerging of the US offer to Iran in their high-stakes nuclear negotiations

[Reuters] Medvedev says Russia seeks victory, not compromise, in talks with Ukraine

[Reuters] Russia sets out punitive terms at peace talks with Ukraine

[Bloomberg] Trump Presses Reluctant GOP Senators to Embrace House Tax Bill

[Bloomberg] Mismanagement Is Putting Dollar’s Global Standing in Jeopardy

[Bloomberg] China Private Factory Gauge Plunges to Weakest in Over Two Years

[Bloomberg] Kremlin Douses Imminent Putin Meeting With Trump and Zelenskiy

[Bloomberg] How Ukraine’s Drone Arsenal Shocked Russia and Changed Modern Warfare

[Bloomberg] Most Adani Stocks Fall on Report of US Probe Into Iran Shipments

[NYT] How Low Will the Dollar Go?

[NYT] What We Can Learn About Xi’s Rule by Studying His Father’s Life

[WSJ] Wall Street Is Sounding the Alarm on U.S. Debt. This Time, It’s Worth Listening.

[WSJ] Russia and Ukraine Ratchet Up War While Trying to Show Trump They Want Peace

[WSJ] China’s Manufacturing Activity Tumbles Into Contraction as Orders Drop

[FT] The great Trump riddle on China

[FT] Could Trump’s ‘big beautiful bill’ kill the OFR and accidentally sabotage SOFR?

[FT] Donald Trump says Iran must end all uranium enrichment as part of nuclear deal

[FT] Global economy set for weakest growth since Covid, OECD warns

[FT] ‘An epic failure’: Russia reels from surprise Ukrainian attack on bomber fleet

[FT] Private credit could ‘amplify’ next financial crisis, study finds

[FT] How Blackstone and its biggest rivals are drifting apart

Monday Evening Links

[CNBC] Stock futures are little changed after S&P 500 kicks off June with a modest gain: Live updates

[Yahoo/Bloomberg] Senate to Review Trump ‘Revenge’ Tax Worrying Wall Street

[Yahoo/Bloomberg] Mexico Remittances Plunge as Trump Cracks Down on Migrants

[Axios] Trump claims U.S. won't let Iran enrich uranium under nuclear deal

[Axios] How Ukraine's "Spiderweb" ensnared Russia

[AP] Ukraine and Russia agree to swap dead and wounded troops but report no progress toward ending war

[NYT] Consumers Are Financing Their Groceries. What Does It Say About the Economy?

[NYT] Economists Question G.O.P. Bill: Why Increase the Deficit in Good Times?

[NYT] China Rejects Trump’s Accusation That It Violated Trade Truce

[WSJ] FEMA Scraps New Hurricane Plan and Reverts to Last Year’s

[WSJ] The War of Revision Is Coming

[FT] Dollar slides towards 3-year low as weak US data stokes economic fears

Monday Afternoon Links

[AP] Wall Street drifts as oil prices jump and US manufacturing slumps

[Yahoo/Bloomberg] Five Key Charts to Watch in Global Commodities This Week

[Yahoo/Bloomberg] China’s Rare Earths Grip Gives Xi Leverage in US Trade Duel

[Yahoo/Bloomberg] EU Warns It Could Accelerate Retaliatory Tariffs Over US Duties

[Yahoo Finance] Manufacturing activity contracted in May as imports hit lowest level since 2009

[Axios] Trump's Truth posts mix wild conspiracies with market-moving policies

[Yahoo/Reuters] Fed can be patient, ready to respond if needed: Logan

[Yahoo Finance] A rate cut debate is heating up inside the Fed

[Yahoo/Bloomberg] Carry Trades Roar Back as Emerging Market Currencies Gain

[Bloomberg] Ukraine’s Brazen Drone Strike on Nuclear Bombers Alarms Moscow

[NYT] The Housing Market Was Supposed to Recover This Year. What Happened?