Saturday, April 12, 2025

Saturday's News Links

[AP] Trump administration says it will exclude some electronics from ‘reciprocal’ tariffs

[Yahoo/WSJ] How One of the Wildest Weeks in Market History Unfolded

[Reuters] Trump trade team chases 90 deals in 90 days. Experts say good luck with that

[AP] Trump’s China tariff shocks US importers. One CEO calls it ‘end of days’

[NBC] Bond market moves raise fears of growing bets against America

[Yahoo/Bloomberg] Trump Says Russia Must ‘Get Moving’ as US Envoy Met Putin

[Bloomberg] Fed’s Deepest Tariff Fear Is a Price Shock That Won’t Fade Away

[Bloomberg] Trump’s Liz Truss Moment Helps UK Remember Bond Market Is Boss

[Bloomberg] Trump Plans Order to Enable Critical Metals Stockpiling: FT

[NYT] Fed Under Pressure as Inflation Expectations Surge

[NYT] ‘This is Not Normal’: Trump’s Tariffs Upend the Bond Market

[NYT] Bessent Takes Tricky Center Stage as Trade Wars Roil U.S. Economy

[NYT] Raise Prices? Eat Higher Costs? Retailers Face Tough Questions.

[NYT] Investors Seeking Safety Look to German Government Bonds

[WSJ] Trump Exempts Smartphones, Other Electronics From Chinese Tariffs

[WSJ] Wall Street’s Best Hope to End Trump’s Global Trade War Is One of Its Own

[WSJ] Trump Confronts Mexico Over Water Shortage Threatening Texas Crops

[FT] Gold enjoys best week in five years as investors rush to safety

[FT] Warning lights flash for US consumer strength as credit defaults rise

[FT] The Chinese goods Americans rely on, from microwaves to Barbies

[FT] Donald Trump plans to stockpile deep sea critical metals to counter China

[FT] Iran says it has started ‘indirect’ talks with US over nuclear crisis

[FT] Vladimir Putin’s war chest under threat as oil prices slide