Thursday, July 17, 2025

Friday's News Links

[CNBC] S&P 500 little changed after benchmark hits record, Wall Street heads for winning week: Live updates

[Yahoo/Reuters] Fed's rate-cut delay intact as inflation fears override Trump pressure

[Yahoo/Bloomberg] Carmakers Face Uncertainty as Tariffs and Earnings Collide

[Yahoo/Bloomberg] Crypto Market Value Tops $4 Trillion as Stablecoin Bill Passes

[Yahoo/Bloomberg] Traders’ Guide to Navigating Japan’s Upper House Election

[AP] For Sale: Trump is leveraging power of his office to reap profits for family businesses

[Bloomberg] What Happens If Trump Fires Powell? Bad Things

[Bloomberg] US Housing Starts Rebounded in June on Apartment Construction

[Bloomberg] Fed’s Waller Says Private-Sector Job Woes Drive Call For Cut

[Bloomberg] Challenges to Fed Independence Resonate Beyond US, Nagel Says

[Bloomberg] China Injects Most Short-Term Cash This Week Since January

[Bloomberg] Hedge Funds Hunt for Record Amount of London Office Space

[Bloomberg] Bitcoin Has Found a New Purpose. What Could Go Wrong?

[WSJ] The Global Risks That Come With the Loss of an Independent Fed

[WSJ] Congress Approves Trump’s Plan Clawing Back Foreign Aid, Public Media Funding

[WSJ] Japan Inflation Eases, But BOJ Still Faces Policy Challenges

[WSJ] China Threatens to Block Panama Ports Deal Unless Its Shipping Giant Is Part of It

[WSJ] Iran Is Moving to Rearm Its Militia Allies

[WSJ] Israel’s Red Lines in Syria Are Drawing It Deeper Into Conflict

[FT] Tett: Threats to the Fed go beyond firing Powell

[FT] Brazil’s Lula hits back at Trump tariff threat as ‘unacceptable blackmail’

[FT] Pentagon’s China-style rare earths deal triggers industry backlash

[FT] University of California fund ditches hedge funds with scathing rebuke

[FT] Japan’s Ishiba on the brink in pivotal poll as inflation stokes backlash

[FT] Xi Jinping warns Chinese officials against over-investment in AI and EVs

Thursday Evening Links

[CNBC] Stock futures are little changed after earnings, economic data lift S&P 500 to records: Live updates

[Yahoo/Bloomberg] Dollar Gains as Traders Turn Focus to Signs of Economic Strength 

[AP] Federal Reserve says building renovation complies with law, defends costs

[AP] Beef prices have soared in the US — and not just during grilling season

[Yahoo/Reuters] Fed's Waller again makes case for July interest rate cut

[Yahoo/Bloomberg] US Set to Impose 93.5% Tariff on Battery Material From China

[Yahoo/Reuters] US House sends "Genius Act" stablecoin bill to Trump to sign

[Bloomberg] Powell Letter Addresses White House Criticism of Fed Renovations

[Bloomberg] Jane Street’s Trading Secrets Spill Into Open and Face Rivals’ Scrutiny

Thursday Afternoon Links

[CNBC] Stocks rise after latest raft of economic data and earnings: Live updates

[Yahoo/Bloomberg] Oil Rises as Supply Disruption Concerns Offset Strong Dollar

[Yahoo/Reuters] Ex-Fed Governor Warsh says new accord between Treasury, central bank needed

[Yahoo Finance] Private equity billionaire David Rubenstein on Jerome Powell: He's done a very good job

[Bloomberg] US Consumers Get Early Taste of Tariff Price Hikes as Inflation Set to Rise

[Bloomberg] Kevin Warsh Says Fed Independence Is ‘Essential,’ But Limited

[Bloomberg] Canada Finance Chief Downplays Odds of Reaching Tariff-Free Deal with US

[Bloomberg] Summers Warns of ‘Massive Inflation Psychology’ From Trump Rates

[FT] Senior White House official dials up criticism of Fed’s $2.5bn renovation

[FT] Japan’s troubling fiscal laxity