Friday's News Links

[CNBC] Stock futures are little changed ahead of August jobs report: Live updates

[Axios] Big Tech elite lavish praise on Trump at White House dinner

[AP] US employers likely added a modest 80,000 jobs last month, a sign that the labor market has cooled

[AP] Trump hosts tech titans — but not Musk — at White House

[Reuters] US authorities detain up to 450 'unlawful aliens' at Hyundai Motor's Georgia site, ATF says

[Reuters] Diplomatic tour de force: China's Xi shows he's 'totally in charge'

[Reuters] Squeezed French millennials blame boomers in backlash over soaring deficit

[Bloomberg] Trump Basks in Tech Leaders’ Spending Vows at White House Dinner

[Bloomberg] Xi Unites World Leaders Sick of Being Pushed Around by Trump

[Bloomberg] Justice Barrett Calls Trump Barbs a ‘Dance We’ve Seen Before’

[WSJ] Trump Prepares to Start North American Trade Deal Renegotiation

[FT] Tett: The psychology of CEO loyalty to Trump

[FT] The threats to the Fed are a call to action for the ECB

Thursday Evening Links

[CNBC] Stock futures are little changed ahead of August jobs report: Live updates 

[Reuters] Markets brace for volatility amid Trump's Fed maneuvers

[Reuters] Fed nominee Miran tells Senate panel he's 'not at all' Trump's puppet

[Axios] China's hacking machine wants your data and knows how to get it

[Reuters] Kim tells Xi that North Korea will support China's interests, KCNA reports

[Bloomberg] Banks Ready $38 Billion of Debt for Data Centers Tied to Oracle

[Bloomberg] Trump Moves to Rename Defense Department as Department of War

[FT] Trump’s nominee to join Federal Reserve says president ‘entitled’ to take monetary policy views

[FT] US and Taiwanese defence officials held secret talks in Alaska

Thursday Afternoon Links

[CNBC] S&P 500 rises as traders brace for Friday’s jobs report after weak ADP hiring data: Live updates

[Reuters] US service sector regains speed in August; employment weak

[Reuters] US trade deficit widens in July on soaring imports

[Axios] The battle over the Fed's future moves to the Senate

[AP] Trump’s Fed nominee says he’d keep his White House job even if confirmed by the Senate

[Yahoo/Bloomberg] Trump’s Fed Pick Draws Democratic Fire at Confirmation Hearing

[Yahoo/Bloomberg] Justice Department Probing Lisa Cook for Mortgage Fraud

[AP] If Trump’s biggest tariffs get thrown out, companies could get a refund - but not consumers

[AP] Average rate on a 30-year mortgage drops to 6.5%, the lowest since last October

[Yahoo/Reuters] Fed's Williams sees gradual rate cuts if economy performs as he expects

[Yahoo/Reuters] Mexico considering imposing tariffs on China, President says

[AP] Macron says 26 countries pledge troops as a reassurance force for Ukraine after fighting ends

[Axios] MAGA escalates U.S.–India tensions into cultural clash

[Bloomberg] US Services Activity Expands at Fastest Pace in Six Months

[Bloomberg] Trump Makes Fresh Plea for Ruling Allowing Him to Oust Lisa Cook

[Bloomberg] AI Data Centers Near Tax Break With $165 Billion of Phantom Debt

[Bloomberg] Private Credit Leans on Secondaries as Investor Payouts Dwindle

[Bloomberg] California’s Hills Are Ready to Burn as Wind Season Nears

[WSJ] What to Look for in First Jobs Report Since Trump Fired BLS Chief

[FT] Trump-ally Stephen Miran makes his case to be confirmed as Fed governor

[FT] France’s vicious circle

[FT] Xi Jinping and Kim Jong Un hold talks as west fears emergence of ‘autocratic alliance’

Thursday's News Links

[CNBC] S&P 500 little changed after weak ADP hiring data ahead of Friday’s jobs report: Live updates

[Yahoo/Bloomberg] Rising Treasury Volatility Is Evoking ‘Liberation Day’ Memories

[Yahoo/Reuters] Dollar weak as cracks in US labour market spur rate cut bets

[Yahoo/Reuters] Oil prices extend losses on OPEC+ considers another output hike

[Yahoo/Bloomberg] Goldman Says Gold Near $5,000 Possible If Fed Standing Damaged

[CNBC] Labor market growth slows dramatically in August with U.S. adding just 54,000 jobs, ADP says

[AP] Applications for US jobless benefits rise but remain in a healthy range

[Yahoo/LAT] Job cuts jump 66% year to date; DOGE, uncertainty and AI are major factors

[Yahoo/Reuters] Fed independence in focus as US Senate holds hearing on Trump nominee Miran

[AP] Trump administration asks Supreme Court to quickly take up tariffs case after appeals court loss

[Reuters] Trump says US may have to 'unwind' trade deals and will 'suffer greatly' if it loses tariff case

[Yahoo/Bloomberg] Trump Axing ‘Biden-Era’ Waivers in China Rattles Chipmakers

[BBC] How China spectacle shows dangers of Trump's high risk trade policy

[Axios] Trump's trade war bruises Brand USA

[Axios] "We've never seen this before": Trump's drug war looks like a real war

[BBC] Putin says Russia will achieve all aims militarily if Ukraine does not agree deal

[Bloomberg] Macron Aims to Avoid Fresh Election If Prime Minister Falls

[Bloomberg] What’s Behind the Boom in Buy Now Pay Later

[Bloomberg] BOE Proposes Gilt Market Reform to Tame Risks From Leverage

[Bloomberg] Western Dysfunction Is Bolstering China

[Bloomberg] China Shows Off Nuclear Ambitions With Expanding Missile Arsenal

[Bloomberg] Japan Faces Tough 30-Year Bond Sale as Global Fiscal Risks Rise

[Bloomberg] NATO Chief Warns China and Russia Are Preparing for ‘Long-Term Confrontation’

[NYT] Trump’s Fed Pick to Face Grilling From Lawmakers

[NYT] Health Care Costs for Workers Begin to Climb

[NYT] In Tariff Standoff With Trump, China Boycotts American Soybeans

[WSJ] Three Things to Watch for at the Confirmation Hearing for Trump’s Fed Nominee

[WSJ] China’s Military Parade Was a Message

[WSJ] Chinese Stocks Pull Back After Red-Hot Rally

[FT] Trump-ally Stephen Miran makes his case to be confirmed as Fed governor

[FT] A wrong Fed could do the dollar in

[FT] China steps in to tame animal spirits as solar sector racks up billions in losses