Friday's News Links

[Yahoo/Bloomberg] Stocks Rise After Selloff; Gold Hits $3,000: Markets Wrap

[Yahoo/Bloomberg] Gold Hits Fresh Record as US Economic Fears Stoke Haven Demand

[Reuters] German bond yields jump, stocks surge as parties agree seismic spending plans

[Yahoo/Bloomberg] France’s Bond Yield Rises to Highest Since 2011 Ahead of Fitch

[Yahoo/Bloomberg] Schumer Retreats on Shutdown Threat, Enhancing Bill’s Prospects

[Axios] House Dems go into "complete meltdown" as Schumer folds

[Yahoo/Reuters] Fed on tap for tariff-jolted market as investors look for calm

[CNN] Privatizing Fannie and Freddie not a top priority, says Trump’s new FHFA director

[Yahoo/Bloomberg] A market indicator from early 1900s is blaring an alarm for stocks

[AP] Florida’s citrus industry faces threats from hurricanes, disease and real estate

[Yahoo/Bloomberg] Merz Reaches Deal With Greens on German Debt, Handelsblatt Says

[Reuters] Germany's planned spending spree: what it means for the economy

[Yahoo/Bloomberg] China’s Credit Expansion Disappoints Despite Stronger Bond Sales

[AP] China orders banks to boost lending, credit card use to get consumers to spend more

[Yahoo/Bloomberg] China’s Bond Market Is Changing Its Tune on Japanification

[Yahoo/Bloomberg] China’s Biggest Challenge Now Is Finding Way to Spend More Money

[Politico] Putin heaps conditions and queries on Ukraine ceasefire talks

[AP] China, Russia and Iran call for end to US sanctions on Iran and the restart of nuclear talks

[Reuters] China, Iran, Russia kick off talks in Beijing over Iran's nuclear issues

[Bloomberg] Gold Breaks Through $3,000 as Trump Turbocharges Record Rally

[Bloomberg] China Is ‘Laughing’ at US Trade Wars, EU Top Diplomat Says

[Bloomberg] Trump’s Science Cuts Have Thrown the Research World Into Chaos

[Bloomberg] Tariffs End the Age of US Stocks Exceptionalism

[Bloomberg] The Transatlantic Bond Shock Has Room to Run

[Bloomberg] Big Fiscal Boost Could Force ECB to Hike, Holzmann Tells Platow

[Bloomberg] ‘Dash for Trash’ Is Hottest Trade in Squeezed Junk Bond Market

[Bloomberg] China and Russia Unite Behind Iran in Challenge to Trump’s Plans

[NYT] China Condemns Panama Canal Deal, Asserting a Right to Influence the Region

[NYT] Why China Is Worried About Trump’s Tariffs on Mexico

[NYT] China Backs Iran in Nuclear Talks, Slams ‘Threat of Force’ From the West

[NYT] Wine Businesses Fear Disaster in Threat of Huge Tariffs

[WSJ] Democrats Clear Way for GOP Funding Bill, Ending Threat of Government Shutdown

[WSJ] How Wall Street and Business Got Trump Wrong

[WSJ] Trump’s Ukraine Peace Strategy Put to Test After Putin Balks at Cease-Fire

[WSJ] Trump to Invoke a Seldom-Used Wartime Law From 1798 to Speed Up Deportations

[WSJ] Japan Wage Talks Signal Another Year of Big Pay Increases

[FT] Gold hits $3,000 for first time on global growth fears

[FT] Germany’s Friedrich Merz agrees spending deal with Greens

[FT] Investors get the jitters over Donald Trump’s approach to dollar

[FT] Trump tariffs are proving ‘big headache’ for tech giants, says Foxconn

[FT] DeepSeek focuses on research over revenue in contrast to Silicon Valley

[FT] The Indo-Pacific grapples with a reckless China and feckless US

[FT] Insurers warn that US weather agency mass firings will hit climate risk data

Thursday Evening Links

[Reuters] Gold scales record high, sprints towards $3,000 milestone

[Yahoo/Bloomberg] S&P 500 Slides Into Correction as Treasuries Climb: Markets Wrap

[Yahoo/Bloomberg] Oil Retreats as IEA Says Trade War Poses Risks to Global Demand

[Reuters] Putin suggests US ceasefire idea for Ukraine needs serious reworking

[Yahoo/Bloomberg] Banks Share Private Information to Snag Debt Trades, Study Says

[AP] March megastorm may bring blizzards, tornadoes, flooding and even fires across much of US

[Bloomberg] Metals Mayhem Hits American Manufacturing and Trade Ties

[Bloomberg] US Household Net Worth Climbed to Record at End of 2024

[Bloomberg] Manus AI Pushes the DeepSeek Moment Further

[Bloomberg] Jobless Claims by US Federal Workers Remain High for Third Week

[Bloomberg] An ‘Insurance Renaissance’ Is Fueling Private Credit Surge, Says AllianceBernstein

[NYT] Trump Expands Trade Threats in Global Game of Chicken

[WSJ] Russia Says Nyet to Trump’s Cease-Fire

[FT] Vladimir Putin sets tough conditions for Ukraine ceasefire

[Ft] Germany’s Friedrich Merz offers concessions to Greens over ‘historic’ spending plan