Monday Afternoon Links

[CNBC] Stocks are little changed as investors bet Trump’s tariffs will be lowered: Live updates 

[Yahoo/Bloomberg] Oil Drops as Tariff Fallout Overshadows Risks to Russian Supply

[Yahoo/Bloomberg] Orange juice hits four-month high as Brazil tariffs risk supply

[AP] Trump threatens Russia with tariffs and boosts US weapons for Ukraine

[The Hill] Will Bessent serve as Fed chair, Treasury secretary at the same time?

[CNBC] Trump tariffs don’t cause inflation because of ‘patriotism’ buying: WH advisor

[Yahoo/Reuters] Meta's Zuckerberg pledges hundreds of billions for AI data centers in superintelligence push

[Yahoo/Reuters] Busiest US port says June imports rebound after China tariffs reduced

[CNBC] Nearly one third of major U.S. housing markets now see falling home prices

[Bloomberg] Why Texas Is So Vulnerable to Climate Disasters

[NYT] The Economy Has Been Resilient. The New Round of Tariffs May Hit Harder.

[WSJ] EU Trade Chief to Contact U.S. Officials After 30% Tariff Threat