Thursday's News Links

[CNBC] Stocks fall as Trump threatens unilateral tariffs: Live updates

[Yahoo/Bloomberg] Gold Gains as Traders Weigh Middle East Tensions, Trump Tariffs

[Yahoo/Bloomberg] Dollar Hits Fresh 2025 Low as US Tariff Concerns Pick Up Again

[Reuters] Marines prepare for Los Angeles deployment as protests spread across US

[Reuters] Iran will not compromise on right to enrichment, says official

[Reuters] US weekly jobless claims steady at higher levels

[AP] US producer prices rise modest 2.6% in May with inflationary pressures still mild

[Axios] Trump warns "take it or leave it" trade offers coming in days

[Yahoo/Bloomberg] Xi Plays Long Game on US-China Trade as Trump Seeks Quick Wins

[AP] Critical minerals give China an edge in trade negotiations

[Yahoo/Bloomberg] US Moves Some Diplomats Out of Mideast as Iran Tensions Rise

[Yahoo/Bloomberg] US long-dated debt faces crucial test in $22 billion auction

[Yahoo/Bloomberg] DoubleLine’s Gundlach Says ‘Reckoning Is Coming’ for US Debt

[Bloomberg] China’s Cheap Funding Breathes Life Into Leveraged Bond Trades

[Bloomberg] There Aren’t Enough Cables to Meet Growing Electricity Demand

[Bloomberg] Japan Complains After Chinese Fighter Jet Buzzes Patrol Plane

[NYT] Israel Appears Ready to Attack Iran, Officials in U.S. and Europe Say

[NYT] The Art of the Stall: China’s Strategy for Dealing With Trump

[NYT] How Washington Has Tried to Control China’s Tech

[NYT] How Companies Are Bracing for Trump’s Immigration Crackdown

[WSJ] Supply Chains Become New Battleground in the Global Trade War

[WSJ] U.S. Moves to Withdraw Some Middle East Personnel as Iran Tensions Rise

[WSJ] Iran Says It Will Accelerate Nuclear Work After U.N. Atomic Agency Censure

[FT] What is the deal with all these risk indicators?

[FT] China demands sensitive information for rare earth exports, companies warn

[FT] Oil prices surge on fears of escalation between US and Iran

[FT] Silver and platinum prices soar as investors seek ‘gold alternatives’

[FT] Donald Trump says US military families can leave parts of Middle East

[FT] Dollar weakness is turning all fund managers into currency traders

Wednesday Evening Links

[CNBC] S&P 500 closes lower, snapping 3-day winning streak

[Yahoo/Bloomberg] Oil Surges as US Orders Partial Evacuation of Iraqi Embassy

[Yahoo/Reuters] Bessent says US may 'roll the date forward' for some after 90-day tariff pause ends

[Reuters] US-China trade truce leaves investors none the wiser

[Yahoo/Reuters] US monthly budget deficit falls to $316 billion as tariffs boost customs receipts

[AP] US reduces the presence of staffers not deemed essential in the Middle East as tensions rise

[CNN] US moves to relocate non-essential personnel from the Middle East amid heightened security concerns

[Bloomberg] Bessent Says ‘Remains to Be Seen’ Whether Tax Bill Adds to Debt

[Bloomberg] Why China Can Afford to Wait for a Deal, and the US Can’t

[Bloomberg] Fed Chair Scott Bessent? The Race to Replace Jay Powell ​​​​​​

[Bloomberg] DoubleLine’s Gundlach Says ‘Reckoning Is Coming’ for US Debt

[Bloomberg] Trump Unveils Plan to Scrap Power Plant Pollution Controls

[Bloomberg] Paul Tudor Jones Fears AI Job Losses Will Worsen Social Division

[NYT] Senate Republicans Want to Trim Some of Trump’s Populist Tax Cuts

[FT] EU targets Chinese banks over Russian trade links

Wednesday Afternoon Links

[CNBC] Stock market comeback pauses despite tame inflation data, China-U.S. trade framework: Live updates

[Yahoo/Bloomberg] Gold Rises on Bets of Fed Interest Rate Cuts; Platinum Surges 

[Yahoo/Reuters] China puts six-month limit on its ease of rare-earth export licenses, WSJ reports

[Yahoo/Bloomberg] Trump Says China Will Ship Rare Earths in ‘Done’ Trade Deal

[Yahoo/Reuters] US Treasury's Bessent calls on China to be 'reliable partner' in trade negotiations

[CNBC] U.S. tariffs on China won’t change again, Lutnick says after trade talks

[Yahoo/Bloomberg] Bessent Says ‘Remains to Be Seen’ Whether Tax Bill Adds to Debt

[Yahoo/Bloomberg] Paul Tudor Jones Sees Bessent as Trump Pick for Fed Chair

[CNBC] JPMorgan’s Jamie Dimon warns U.S. economy could soon ‘deteriorate’

[WSJ] China Puts Six-Month Limit on Its Ease of Rare-Earth Export Licenses

[WSJ] China’s Lock on Rare Earths Dictated Path Toward Trade Truce