Monday Afternoon Links

[Yahoo/Bloomberg] Stocks Well Off Lows Amid US-Mexico Tariff Hopes: Markets Wrap

[Yahoo/Bloomberg] Gold Rises to Fresh Record as Trump Tariffs Trigger Haven Demand

[Yahoo/Bloomberg] Mexico Peso Leads Broad Bounce Against Dollar as Tariffs Delayed

[Yahoo/Reuters] Trump tariff headlines spur volatility surge across markets

[Reuters] Trump Delays Mexico Tariffs by a Month After Talk With Sheinbaum

[Yahoo/Bloomberg] US Manufacturing Activity Expands for First Time Since 2022

[Reuters] Trump orders creation of US sovereign wealth fund, says it could buy TikTok

[Yahoo/Bloomberg] Collins Says Fed Could ‘Look Through’ Initial Tariff Price Hit

[Yahoo/Bloomberg] French Premier Forces Through Budget, Risking Censure Vote

[Yahoo/Reuters] Exclusive-US gold magnet: banks fly bullion from Asia-focused hubs to benefit from premium

[NYT] Trump’s Trade Move Could Increase Costs for Many Online Goods