Tuesday's News Links

[CNBC] S&P 500 rebounds from sell-off as investors bet Trumps tariffs will end up lower than threatened: Live updates

[Yahoo/Bloomberg] Oil Dips as Traders Assess Trump Tariffs Risk, Red Sea Attacks

[Yahoo/Reuters] Yen stumbles as Trump imposes 25% tariffs on Japan

[Yahoo/Reuters] US small business sentiment ticks down in June

[AP] Trump sets 25% tariffs on Japan and South Korea, and new import taxes on 12 other nations

[Yahoo/Reuters] US ocean imports from China tumbled 28% in June on tariff hikes

[Yahoo/Bloomberg] Trump Promises More Weapons for Ukraine and Criticizes Putin

[Yahoo/Reuters] Australia's central bank keeps rates at 3.85%, stuns markets

[Politico] Halted military aid for Ukraine may start flowing again

[Yahoo/Bloomberg] EU Chief Demands China Address Trade Imbalance as Tensions Flare

[BBC] Poisoned water and scarred hills: The price of the rare earth metals the world buys from China

[Bloomberg] Treasuries Fall With Global Bonds as Japan Supply Jitters Return

[Bloomberg] America’s Copy-and-Paste Tariffs Will Rile ‘Mr. Japan’

[Bloomberg] Why Extreme Rainfall Is Becoming More Frequent, and Deadlier

[NYT] 7 Rounds of Talks and No Deal: Japan Girds for New Era of U.S. Relations

[WSJ] Japan Determined to Strike Fair Trade Deal With U.S.

[WSJ] U.S.’s Biggest Asian Allies Ready Last-Ditch Trade Appeal to Trump

[WSJ] Tariff Uncertainty Likely to Weigh on Global Growth Even After Extended Talks

[WSJ] Trump to Resume Sending Weapons to Ukraine

[FT] China’s weaponisation of rare earths is a new kind of trade war

[FT] US universities face $1bn revenue hit over foreign student fears

[FT] US contractors cut off by Doge get a lifeline from private credit

[FT] China criticises manufacturers over price war as deflation fears mount

Monday Evening Links

[CNBC] Stock futures fall as investors await clarity on trade: Live updates 

[Yahoo/Bloomberg] Trump Extends Tariff Deadline to August as He Unveils New Rates

[AP] Trump to put 25% tariffs on Japan and South Korea, new import taxes on 12 other nations.

[AP] Troops and federal agents briefly descend on LA’s MacArthur Park in largely immigrant neighborhood

[AP] Ship attacked in the Red Sea after a bulk carrier sinking claimed by Yemen’s Houthi rebels

[Bloomberg] Apple Loses Top AI Models Executive to Meta’s Hiring Spree

[WSJ] Trump Pushes Global Trade War Back to the Top of His Agenda

[WSJ] ‘Tariff Man’ Is Back for More ‘Liberation’

[FT] Donald Trump renews threat to hit trading partners with steep tariffs

[FT] Brics nations hit back at ‘emperor’ Donald Trump over tariff threats

Monday Afternoon Links

[CNBC] Dow falls 500 points to session low after Trump announces 25% tariff on Japan, Korea goods: Live updates

[Yahoo/Bloomberg] Treasury Yields Climb Ahead of Auctions Amid Tariffs Uncertainty

[AP] Trump to put 25% tariffs on Japan and South Korea

[WSJ] Trump Steps Up His Fight With Brics Nations

[WSJ] Houthis Attack Ship in Red Sea for First Time Since Trump Announced a Truce

[AP] Yemen’s Houthi rebels say bulk carrier Magic Seas that they attacked Sunday has sunk

[Bloomberg] Treasury’s Cash Rebuild After Debt-Ceiling Hike Will Be Different Than 2023

[Bloomberg] Trump Immigration Enforcer Says ICE Will Boost Raids in New York

[Bloomberg] Why Jane Street Was a Target in India’s Option Trading Crackdown

[Bloomberg] Hot Junk Loan Market Hits Stumbling Blocks as Investors Feel Squeeze