Tuesday, February 4, 2025

Wednesday's News Links

[Yahoo/Bloomberg] US Futures Fall, Asian Stocks Trim Gains on China: Markets Wrap

[Yahoo/Bloomberg] Gold Hits Record High as US-China Trade War Stokes Haven Demand

[Yahoo/Bloomberg] Oil Edges Lower as Trade War Concerns Vie With Pressure on Iran

[Yahoo/Bloomberg] Trump Tariffs Risk $29,000 Rise in US Home Building Costs

[Yahoo/Bloomberg] Trump Mulls Revoking Loans From $400 Billion Clean-Energy Office

[Reuters] Alphabet plans massive capex hike, reports cloud revenue growth slowed

[AP] California’s insurance crisis leaves neighbors facing unequal recovery after wildfires

[Yahoo/Reuters] China's services activity grows at slower pace, Caixin PMI shows

[Yahoo/Bloomberg] Japan Wages Grow Most Since 1997, Supporting BOJ Hike Path

[Yahoo/Bloomberg] China Wields Commodities Leverage with LNG and Tungsten Tariffs

[Bloomberg] Trump Says US Should Control Gaza, Sparking Rebukes and Ridicule

[Bloomberg] Authers: Trump, Xi Play to Win at Sun Tzu’s Art of Trade War

[Bloomberg] Adani, Tata Profit Misses Add to Alarm Over India Stocks Outlook

[WSJ] China Retaliates Against U.S., Intensifying Trade War

[WSJ] Trump Says U.S. Will Take Over Gaza

[WSJ] How Trump Gutted America’s $40 Billion Aid Agency in Two Weeks

[WSJ] U.S. Postal Service Suspends Shipments of China Parcels

[FT] Donald Trump’s 72 hours of tariff chaos signals high-stakes second term

[FT] Donald Trump says US will ‘take over’ Gaza Strip

[FT] China keeps renminbi steady in first fix since Trump’s tariffs

[FT] Mattel warns it could raise prices to mitigate Trump’s tariffs

[FT] The MicroStrategy copycats: companies turn to bitcoin to boost share price

Tuesday Afternoon Links

[CNBC] Alphabet shares drop 9% on company revenue miss

[Yahoo/Bloomberg] Tech Hit in Late Hours as Alphabet, AMD Tumble: Markets Wrap

[Yahoo/Bloomberg] AMD Data Center Sales Miss Estimates in Sign of AI Slowdown

[Yahoo/Bloomberg] Traders Turn More Neutral on US Bonds as Tariffs Cloud Outlook

[Axios] Trump's perplexing tariffs goals

[Axios] Senate GOP plots to bypass Mike Johnson on reconciliation

[Yahoo/Bloomberg] Trade War Reality Greets Chinese Traders on Holiday Return

[AP] Trump suggests displaced Palestinians in Gaza be ‘permanently’ resettled outside war-torn territory

[AP] Trump says he’s given advisers instructions for Iran to be ‘obliterated’ if it assassinates him

[Bloomberg] DeepSeek’s Breakthroughs Are Too Big for the US to Ban

[Bloomberg] Daly Says Fed Can Take Its Time Reacting to Trump Policies

[Bloomberg] Inside Elon Musk’s Attack on the US Government

[Bloomberg] World Has Record Hot January Despite Outlook for La NiƱa Cooling

[NYT] S.E.C. Moves to Scale Back Its Crypto Enforcement Efforts

[NYT] The Newest, Biggest Investment Fund: The United States Government?

[WSJ] How U.S.-China Tariffs Will Work—and What’s in Store for Mexico and Canada

[WSJ] House Republicans Are Split on How Deeply to Cut Federal Spending