Tuesday, June 10, 2025

Wednesday's News Links

[CNBC] Stocks jump after tame inflation report: Live updates

[Reuters] Gold rises as US-China trade deal uncertainty fuels demand

[Yahoo/Bloomberg] Platinum Extends Gain as Market Shows Further Signs of Tightness

[Yahoo/Reuters] Dollar, yuan steady after US, China reach framework deal to ease export curbs

[CNBC] U.S. inflation rises 0.1% in May from prior month, less than expected

[Yahoo/Reuters] Trump says China will supply rare earths, US to allow students

[Yahoo/Bloomberg] China Urges US to Comply With ‘Hard-Won’ Deal After London Talks

[Yahoo/Bloomberg] US, China Officials Agree on Plan to Reduce Trade Tensions

[AP] The US and China have agreed on a framework to resolve their trade disputes

[Axios] Trump says China deal includes magnets, student visas

[AP] Appeals court lets Trump administration keep collecting tariffs while challenges continue

[CNBC] Mortgage demand rises to the highest level in over a month, after holiday adjustment

[Reuters] US Marines arrive in LA; California governor warns 'democracy under assault'

[Reuters] US cities brace for more protests as parts of Los Angeles placed under curfew

[Reuters] Trump warns protests at Army parade will be met with force

[Yahoo/Reuters] Tariffs seen lifting underlying US consumer prices in May

[Axios] Republicans warn Trump that some deportations go too far

[Axios] Behind the Curtain: A decades-in-the-making immigration war

[Reuters] May was world's second-hottest on record, EU scientists say

[Bloomberg] China Found World’s Pain Point on Trade — and Will Use It Again

[Bloomberg] EU Sees US Trade Talks Extending Beyond Trump’s July Deadline

[Bloomberg] Late-Day Credit Trades Are Surging as Index Boom Reshapes Market

[Bloomberg] Overfishing Threatens a Third of Global Fish Stocks, FAO Says

[NYT] U.S. and China Agree to Resume Trade Truce After Tensions Escalated

[NYT] China Walks a Line in U.S. Trade Talks, Trying Not to Overplay Its Hand

[NYT] Yale Is Rushing to Sell Billions in Private Equity Investments

[WSJ] U.S. and China Agree to Get Geneva Pact Back on Track

[WSJ] How the U.S. Government Borrows to Fund Its Massive Budget Shortfall

[WSJ] Texas Governor to Deploy National Guard as Anti-ICE Protests Spread

[FT] US and China agree framework deal to restore trade war truce

[FT] Gold overtakes euro as global reserve asset, ECB says

[FT] World’s oceans remain near record temperatures as CO₂ levels rise

Tuesday Afternoon Links

[Reuters] Wall St muted as investors track progress of US-China trade talks

[Reuters] Looming US Treasury debt auctions an important sentiment test

[Yahoo/Bloomberg] US Deploys Marines to LA as Protests Spread to More Cities

[Reuters] Macro hedge funds navigate choppy May with positive returns, say sources

[Yahoo/Bloomberg] BlackRock, Goldman Scale Up Tax Trades in $3 Trillion SMA Boom

[Axios] Entry-level worker confidence is lower than ever

[Bloomberg] Marines Arrive in LA After Police Chief Gives Warning Over Lack of Notice

[FT] US defence secretary defends deployment of Marines in LA

[FT] Citi to boost provision for potential bad loans on US economic worries

Tuesday's News Links

[CNBC] Stock futures are little changed as investors await details on U.S.-China trade talks progress: Live updates

[Reuters] Stocks, dollar climb as investors hope for US-China trade talk progress

[AP] US-China trade talks in London enter their second day

[Yahoo/Bloomberg] Popular US Treasury Bet Risks Being Next Pain Trade, BNP Warns

[Yahoo/Bloomberg] Traders Wary of Bold Bets Drag Credit Volatility Near Record Low

[Yahoo/Reuters] US small business sentiment improves in May, but uncertainty rising

[Yahoo/Fortune] Government borrowing binge could crowd out mortgages and business investment

[Axios] Unrestrained Trump flirts with Insurrection Act as Marines deploy to L.A.

[Axios] Scoop: Trump held lengthy Camp David strategy session with top team on Iran and Gaza

[Yahoo/Bloomberg] Unrestrained Trump Turns to Military in Second-Term Power Play

[Bloomberg] Taiwan Life Insurer Losses Swell to $1.2 Billion in May on FX

[Bloomberg] China Sends Two Aircraft Carriers Into Pacific Ocean in a First

[NYT] Clock Ticks as U.S. and China Try to Undo Devastating Trade Curbs

[NYT] China’s Chokehold on This Obscure Mineral Threatens the West’s Militaries

[WSJ] America’s Small Businesses Hopeful of Boost From Trump’s Spending Bill

[WSJ] Moody’s Sounds Alarm on Private Funds for Individuals

[WSJ] Marines Are Deploying to L.A. Area in Wake of ICE Protests

[FT] US says trade talks with China ‘going well’ as sides reconvene