Monday's News Links

[CNBC] Stocks rise after Trump’s positive comments on China trade talks, gain in Tesla: Live updates

[Yahoo/Bloomberg] Gold Trades Near Record With Fed Seen Cutting Rates This Week

[Yahoo/WSJ] Gold Hasn’t Rallied This Much Since 1979

[AP] The Fed faces economic uncertainty and political pressure as it decides whether to cut rates

[AP] Trump suggests deal reached over the future of TikTok as he announces call with Xi

[Yahoo/Reuters] Trump says companies, corporations should not be required to report quarterly

[Yahoo/Bloomberg] Market Rally Conceals Deep Cracks in World Economy, BIS Warns

[Yahoo/Reuters] BIS warns of mounting disconnect between debt and stock markets

[Yahoo/Bloomberg] China Targets Nvidia Over 2020 Deal, Raising Trade-Talk Stakes

[Yahoo/WSJ] An Unresponsive Public Is Undermining Government Economic Data

[Axios] Behind the Curtain: Four ominous trends

[Yahoo/Reuters] China's August factory output, retail sales miss expectations

[Yahoo/Reuters] China's home prices fall in August, extending weak trend

[Yahoo/Telegraph] Andrew Bailey under political attack on all fronts

[Bloomberg] Trump Expects a ‘Big Cut’ From Federal Reserve This Week

[Bloomberg] Morgan Stanley Shows Why Traders Are Winning Again

[Bloomberg] Small Businesses Turn to Lending Startups as Tariff Costs Mount

[NYT] The Fed Tried to Avoid a Fight With Trump. It Got One Anyway.

[NYT] China’s Snub of U.S. Soybeans Is a Crisis for American Farmers

[WSJ] How Trump’s Provocative Economist Crashed the Federal Reserve

[WSJ] Wall Street’s ‘Run It Hot’ Trade Powers Stock Records

[WSJ] China’s Economy Shows Signs of Summer Slowdown

[FT] Fed set to cut interest rates as Jay Powell faces dissent over slowing economy

[FT] America risks making frenemies of old allies

[FT] Donald Trump’s new SEC appointee scraps aggressive enforcement agenda

[FT] China’s curbs on defence metal germanium create ‘desperate’ supply squeeze

Sunday Evening Links

[CNBC] Stock futures are little changed after record Nasdaq close; investors await Fed meeting: Live updates

[Yahoo/Bloomberg] Trump Makes New Push for Court Approval to Fire Fed’s Lisa Cook

[Yahoo/Bloomberg] US-China Talks Head Into Second Day Focused on Trade, TikTok

[Yahoo/Bloomberg] Markets Gear Up for Series of Fed Cuts With Bullish Bets at Risk

[CNBC] Consumers love buy now, pay later loans. Here’s why banks and credit card companies are wary of them

[WSJ] Trump’s Man, Stephen Miran, Heads to the Fed

[WSJ] China Pushes for Trump Visit as High-Stakes Trade Talks Begin

[WSJ] Tricolor and the Subprime Debt Canary

[FT] US companies put brakes on hiring after Donald Trump’s tariffs hit

[FT] Utah governor blames social media for fomenting US political violence

Sunday's News Links

[Yahoo/Bloomberg] Global 36-Hour Interest-Rate Spree Heralds First US Cut of 2025

[Yahoo/Reuters] Fed faces key week of decisions with membership, political independence in doubt

[Yahoo Finance] Fed's rate decision looms as markets hover near records: What to watch this week

[AP] Fed governor Cook asks appeals court to reject White House’s bid to remove her from Fed board

[CNBC] Democrats dig in on health care as threat of government shutdown looms

[Reuters] US, Chinese officials hold talks in Spain on trade irritants, TikTok deadline

[AP] Ukrainian drones strike one of Russia’s top oil refineries, sparking fire

[Politico] Why Putin won’t end his war against the West

[Bloomberg] Fed Debate Turns to Pace of Cuts Amid Heavy Trump Pressure

[Bloomberg] US, China Officials Kick Off Economic, Trade Talks in Madrid

[NYT] Documents Raise Questions About Fraud Claims Against Fed Governor

[WSJ] Documents Show Lisa Cook Described Property as Second Home

[WSJ] The Market’s Riskier Than It Used to Be—and Investors Love It

[WSJ] Mortgage Rates Are Finally Falling. Here’s Why They Can Move Fast.

[FT] How Emmanuel Macron’s France became Europe’s fiscal problem child

[FT] Elon Musk call for Brits to ‘fight back or die’ denounced by minister