Tuesday, August 5, 2025

Wednesday's News Links

[CNBC] Stocks rise as investors parse earnings reports: Live updates

[CNBC] 10-year Treasury yield ticks higher ahead of bond auctions

[Politico] Inside Trump’s Fed calculus

[AP] Trump envoy Witkoff meets Putin ahead of Russia-Ukraine peace deadline, the Kremlin says

[Reuters] Missed signals, lost deal: How India-US trade talks collapsed

[Axios] What to know about chikungunya virus, as U.S. travel alerts issued

[Bloomberg] Trump Ramps Up Tariff Blitz With India, Pharma, Chips in Sights

[NYT] Trump Airs Personal Financial Grievances Ahead of ‘Debanking’ Crackdown

[NYT] Bolsonaro House Arrest Casts Shadow Over Brazil-U.S. Trade Talks

[Bloomberg] The AI Showdown: How the US and China Stack Up

[Bloomberg] Platinum Crunch Comes to a Head as US and China Snap Up Metal

[Bloomberg] Bulls Get Another Reason to Worry as Sentiment Gauge Flashes Red

[Bloomberg] Record Gold Floods Into Shanghai Warehouses on Arbitrage Play

[Bloomberg] Carry-Trade Rotation Looms as Key Negative for Asian Currencies

[Bloomberg] America’s Ultimatum to Russia Is About to Pass. Now What?

[NYT] Does Japan Want American Cars? Trump’s Push to Open Foreign Markets Faces Test.

[NYT] China Is a Nation of Savers. Many Are Drowning in Debt.

[WSJ] Trump Just Got a Fresh Shot at Bending the Fed to His Will

[FT] OpenAI in talks for share sale valuing ChatGPT maker at $500bn

[FT] China tests out stablecoins amid fears of capital outflows

[FT] Dmitry Medvedev’s long march from liberal hope to nuclear threat

Tuesday Evening Links

[CNBC] S&P 500 futures are little changed as investors parse earnings reports: Live updates

[AP] Trump narrows Fed chair candidates to four, excluding Treasury Secretary Bessent

[Reuters] White House to target banks as Trump claims discrimination

[Axios] Big banks are now in Trump's crosshairs

[CBS] U.S. home prices are dropping the most in these regions

[Yahoo/Reuters] Japan's real wage falls for sixth straight month in June

[AP] Hiroshima marks 80 years since atomic bombing as aging survivors frustrated by growing nuke threat

[Bloomberg] Corporate Debt Sales Top $1 Trillion at Fastest Pace Since 2020

[Bloomberg] Trump Says He Will Decide on Fed Governor Before End of the Week

[Bloomberg] Trump Says He’s Readying More Tariffs on Russian Energy Buyers

[WSJ] China’s Z.ai and America’s Self-Defeating AI Strategy

[FT] Trump’s chilling assault on economic data

[FT] Donald Trump readies fresh US sanctions against Russia’s shadow fleet

Tuesday Afternoon Links

[Yahoo/Bloomberg] Stocks fall after weak economic data and more tariff threats: Live updates 

[Yahoo/Bloomberg] Oil Declines on Signs Industry Is Bracing for Influx of Crude

[Reuters] US services activity flatlined in July, ISM data shows

[Yahoo/Bloomberg] US Plans Record $100 Billion Bill Sale as Borrowing Needs Mount

[Yahoo/Reuters] From ingredient costs to sagging demand, tariffs further pinch company earnings

[CNBC] Credit card debt reaches $1.21 trillion — in line with last year’s all-time high, NY Fed finds

[Yahoo/Reuters] NY Fed flags rise in student loan borrowing troubles in second quarter

[CNBC] Chocolate, skincare and timepieces: What 39% tariffs on Swiss goods mean for U.S. consumers