Thursday Evening Links

[Reuters] Stocks hit record, US dollar strengthens after jobs data

[Reuters] Trump extends his political power with 'big, beautiful' win in Congress

[Axios] Trump says he made no progress on Ukraine in his call with Putin

[Yahoo/Bloomberg] US Immigration Crackdown to Intensify With $150 Billion Infusion

[Reuters] US military says 200 Marines being sent to support ICE in Florida

[Bloomberg] Trump May Start Telling Nations New Tariff Rates on Friday

[Bloomberg] What Killing Tax Credits Means for the Electric Vehicle Market

[WSJ] Tax Cuts, Student Loans, Medicaid: What’s in the GOP’s Megabill

[WSJ] Trump Says He Made No Progress With Putin on Ukraine in Call

[FT] Donald Trump’s ‘big, beautiful bill’ provides windfall for US immigration crackdown

Thursday Afternoon Links

[CNBC] Dow jumps more than 300 points, S&P 500 sets new record after strong June jobs report 

[AP] The House gives final approval to Trump’s big tax bill and sends it to him to sign

[Axios] House passes Trump's "big, beautiful bill" after stamping out GOP rebellion

[AP] What’s in Trump’s big bill that passed Congress and will soon become law

[Yahoo/Reuters] Analysis: Trump tax bill averts one debt crisis but makes future financial woes worse

[Axios] 5 under-the-radar pieces of Trump's "big, beautiful bill" that may impact your life

[Yahoo/Bloomberg] Bessent Says Trump to Decide on Any Extension of July 9 Tariff Deadline

[Yahoo/Reuters] Trump administration will focus on Fed chair replacement in fall, Bessent says

[Yahoo/Bloomberg] Fed’s Bostic Urges Patience Amid Uncertainty, Resilient Economy

[CNBC] Trump’s ‘one big beautiful’ bill passes ‘SALT’ deduction limit of $40,000. Here’s who benefits

[Bloomberg] Bessent Rejects Worries Over Dollar’s Decline Diminishing Its Global Role

[Bloomberg] China Shuns US Oil for Longest Stretch Since 2018

[Bloomberg] Quant Hedge Funds Ride Whiplash Markets to First-Half Riches

[WSJ] House Passes Trump’s Megabill in GOP Triumph

[FT] US tariff receipts surge in Donald Trump’s trade war