Wednesday, July 2, 2025

Thursday's News Links

[CNBC] Stocks pop after a better-than-expected June jobs report: Live updates

[Yahoo/Bloomberg] Japanese Bond Yields Move Higher Despite Smooth 30-Year Sale

[Yahoo/Bloomberg] Long Bonds the World Over Face Intense Trader Scrutiny Once More

[Yahoo/Bloomberg] Oil Declines With Trade Deal Progress, OPEC+ Decision in Focus

[Yahoo/Reuters] Traders pare bets on Fed rate cuts after jobs report

[AP] US employers added a surprising 147,000 jobs last month despite uncertainty over economic policy

[AP] U.S. applications for jobless aid fell to 233,000 last week as layoffs remain low

[AP] House GOP struggles to win over holdouts on Trump’s tax bill in late-night session

[Axios] GOP breaks record for longest House vote with "big, beautiful bill"

[Yahoo/Bloomberg] US Lifts Chip Design Software Curbs on China in Trade Deal

[Yahoo Finance] Trump: Fed's Powell 'should resign immediately'

[Yahoo/Reuters] The bond vigilantes are resting, for now

[Yahoo/Bloomberg] Trump’s Vietnam Deal Shows China Tariffs Won’t Fall Much Further

[Yahoo/Bloomberg] Trump Aims to Shut Trade Loopholes China Uses to Evade Tariffs

[Bloomberg] Powell Silence on His Future Complicates Trump Fed Chair Search

[Bloomberg] Authers: Independence Is the Worst Form of Central Banking

[Bloomberg] China Vows Retaliation If It’s Hurt by US-Vietnam Trade Deal

[Bloomberg] US-Led Trade War Threatens a Global Economic Setback

[Bloomberg] Trump’s Vietnam Deal Stokes Asia Concern as Trade Deadline Looms

[Bloomberg] Japan Dodges Bond Market Dangers With Successful 30-Year Sale

[Bloomberg] Lee Says Unsure South Korea Can Land US Trade Deal by Deadline

[Bloomberg] China Services Activity Weakens to 9-Month Low in New Hurdle

[NYT] Trump Wants the World to Squeeze Out China. He’s Starting With Vietnam.

[NYT] Tax Cuts Now, Benefit Cuts Later: The Timeline in the Republican Megabill

[WSJ] Trump’s Megabill Set for Final House Vote as GOP Holdouts Relent

[WSJ] BOJ Should Stand Ready to Hike Rates, Board Member Takata Says

[FT] Das: The trades that will shape a new financial crisis

[FT] China criticises Donald Trump’s trade deal with Vietnam

[FT] Copper prices surge as traders rush to beat Trump tariffs

[FT] ECB officials question whether euro has strengthened too much

Wednesday Evening Links

[Yahoo/Bloomberg] Oil Gains on US-Vietnam Deal Amid Light Pre-Holiday Trading

[Axios] GOP revolt delays House vote on Trump's "big, beautiful bill"

[Reuters] Republican doubts delay Trump's tax-cut bill in the House

[Politico] Trump's top housing regulator calls on Congress to investigate Powell

[Yahoo/Bloomberg] US Shale to Slow Drilling as Trump’s Tariffs Rattle Executives

[Bloomberg] Japan’s Bond Market Faces First 30-Year Sale Since Issuance Cut

[WSJ] Late House Drama Holds Up Trump Megabill

[FT] Donald Trump presses Republican House dissidents to pass US tax bill

Wednesday Afternoon Links

[CNBC] S&P 500 hits new record as Trump announces Vietnam trade deal, gains limited by weak jobs data: Live updates

[Yahoo/Bloomberg] Gold Holds Ground as Investors Await US Jobs Data, Tax Bill Vote

[AP] House Republicans race to secure the votes for passage of Trump’s tax bill

[CNBC] Trump announces Vietnam trade deal, 20% tariff on its imports to U.S.

[Reuters] Emerging market debt sale surge defies global turmoil amid signs of de-dollarisation

[WSJ] House Republicans Threaten to Sink Trump’s Megabill

[WSJ] Still a Good-Not-Great Job Market at Small Firms

[FT] Trump budget reduces support for US minerals despite trade concerns