Monday, March 24, 2025

Tuesday's News Links

[Yahoo/Bloomberg] Stocks Stall on Trump’s New Tariff Salvo: Markets Wrap

[Yahoo/Bloomberg] Gold edges higher as surge in ETF holdings continues

[Yahoo/Reuters] Oil Extends Rebound After Trump Heightens Pressure on Venezuela

[Yahoo/Bloomberg] Indonesian Rupiah Falls to Lowest Since Asian Financial Crisis

[Yahoo/Reuters] US consumer confidence deteriorates further in March

[Yahoo Finance] Home prices kept growing in January, but there are signs of a slowing market ahead

[Yahoo/Reuters] US consumers slow spending as inflation bites, Synchrony says

[Axios] Congress lines up to grill Trump officials on secret Signal chat

[Yahoo/Bloomberg] Alibaba’s Tsai Warns of a ‘Bubble’ in AI Data Center Buildout

[Yahoo/Bloomberg] Turkey Officials Move to Calm Markets After Imamoglu Arrest

[Yahoo/Bloomberg] Trump Cabinet Messaging Breach Confirms Fears of European Allies

[Politico] Danish PM condemns Trump team over imminent Greenland visit

[Axios] Canada joins other countries in updating travel advisories for U.S.

[BBC] Live Updates: US defence secretary calls Europe 'pathetic' in air strike chat accidentally shared with reporter

[Bloomberg] Authers: Liberation Day Will Expose the Bark Vs. Bite Ratio

[Bloomberg] Investors Take More Downside Risk in Emerging-Market Debt Deals

[Bloomberg] Why 5G Is an Expensive Flop

[NYT] Leaked War Plans, and the Trouble with Off-channel Messaging

[NYT] PBS and NPR Prepare for Showdown With Congress

[WSJ] Trade War Explodes Across World at Pace Not Seen in Decades

[FT] Elite US law firms brace for more retaliation from Donald Trump

[WSJ] Canadians Are Boycotting American Vacations

[WSJ] Turkey’s Erdogan Blames Opposition for Violent Protests

[WSJ] Trump Prompts European Calls for a Homegrown Nuclear Umbrella

[WSJ] China’s Central Bank Tweaks Lending Tool in Sign of Policy Shift

[FT] Donald Trump considers two-step tariff regime on April 2

[FT] ‘Remarkable sloppiness’: Trump officials’ chat breach shakes Washington

[FT]  Greenland’s government hits back at Donald Trump over US visit to Arctic island

[FT] China is suffering its own ‘China shock’

[FT] Chinese developer Sunac unveils unprecedented 2nd restructuring

Monday Evening Links

[Yahoo/Bloomberg] Asian Stocks Set to Gain on Trump’s Tariff Signals: Markets Wrap

[Yahoo/Bloomberg] Stocks Power Risk-On Rally on Trump Tariff Signals: Markets Wrap

[Yahoo/Bloomberg] Fed’s Bostic Now Sees Just One Rate Cut This Year Due to Tariffs

[Axios] "Heads should roll": Congress erupts over stunning Trump admin leak

[MSN/WP] Trump's Shocking Military Leak Epitomizes a Sloppy Operation

[Politico] 5 revelations from the Trump administration’s war plan texts

[CNN] Larry Summers blasts ‘ludicrous’ claim by Scott Bessent

[Reuters] Trump pushes US claims to Greenland as territory's leaders lambast US delegation trip

[Bloomberg] Trump Says Auto Tariff Coming, Teases Reciprocal Duty Breaks

[Bloomberg] How A Key Trump Economic Adviser Thinks About Tariffs

[Bloomberg] Trump Again Threatens Lawyers for Doing Their Jobs

[WSJ] Trump Might Exempt Some Nations From Reciprocal Tariffs

[WSJ] What the Trump War-Plan Chat Reveals

[WSJ] Dealing With Social Security Is Heading From Bad to Worse

[FT] Turkish protesters rise up against Erdoğan

Monday Afternoon Links

[Yahoo/Bloomberg] Stocks Get Tech Lift as Bonds Fall on Tariff Signs: Markets Wrap

[The Hill] GOP senators warn Trump agenda will be slowed by internal divisions 

[Axios] The mystery of Trump's tariff bomb

[Yahoo/Bloomberg] Trump Says Nations Buying Venezuela Oil, Gas Face 25% Charge

[Yahoo/Bloomberg] US Factory Activity Slips as Materials Costs Rise on Tariffs

[Reuters] US business activity rises in March, but sentiment deteriorates further

[Yahoo/Bloomberg] US and Russia Teams Meet After Ukraine Has ‘Productive’ Talk

[Yahoo/Bloomberg] Wall Street’s Embrace of Turkey Unraveled in Just 30 Minutes

[Axios] Judge refuses to lift ban on Venezuelan deportations despite Trump request

[AP] Trump assails judge who blocked deportations as the case heads to appeal

[MSN/The Atlantic] The Trump Administration Accidentally Texted Me Its war Plans

[Axios] Greenland rebukes Trump officials' upcoming trip as "aggressive"

[Reuters] Erdogan slams protests over jailing of Istanbul mayor as 'movement of violence'

[Yahoo/Reuters] Some Europeans reconsider trips to US in protest against Trump

[Politico] ‘I was defending the dignity of Ukraine’: Zelenskyy addresses bust-up with Trump and Vance

[Reuters] Bird flu spreads to mammals, fears of human transmission

[Bloomberg] Erdogan Vows Commitment to Economic Policy Amid Investor Unease

[NYT] Potatoes, Shrimp and Teslas: Exporters Vie to Shape Trump’s Tariffs

[WSJ] U.S. Activity Rebounds But Inflation Heats Up on Tariff Concerns

[WSJ] Trump Plans Tariffs on Countries Buying Energy From Venezuela

[WSJ] Rising Temperatures Drive Surge in Energy Demand, IEA Says

Monday's News Links

[Yahoo/Bloomberg] US Futures Rally as Traders Dive Back Into Tech: Markets Wrap 

[Yahoo/Bloomberg] Emerging-Market Assets Rebound on Signs of Targeted Tariffs

[Yahoo/Bloomberg] Lira Pressured as Turkish Officials Seek to Ramp Up Defenses

[Reuters] Morning Bid: Tariff exclusion hopes prop up markets

[Reuters] US and Russia talk about Ukraine war, eye a Black Sea ceasefire

[Yahoo/Bloomberg] Xi Must Stop Fentanyl Flow Before Tariff Talks, Trump Ally Says

[Yahoo/Bloomberg] Erdogan Bets World Will Turn a Blind Eye to Turmoil in Turkey

[Reuters] Turkey detains more than 1,000 in protests since Istanbul mayor's arrest, minister says

[Axios] Trump moves closer to court crisis

[AP] 2 months into Trump’s second administration, the news industry faces challenges from all directions

[Yahoo/Bloomberg] Big Startup Deals Soar to $55 Billion, Passing Quarterly Record

[Yahoo/Bloomberg] Unusual Spike in Equity-Funding Costs Squeezes Smart-Money Crowd

[Yahoo/Bloomberg] A Credit ‘Reckoning’ Is Here as Complacency Fades, Khosla Says

[Yahoo/Bloomberg] Spec Homes Sitting on the Market Pose Potential Economic Drag

[Yahoo/Bloomberg] China Saves Fiscal Power for Trade War as Spending Progress Lags

[Reuters] Euro zone economy growth accelerates to seven-month high in March, PMI shows

[NYT] U.S. Could Run Out of Cash by July, Analysis Finds

[NYT] Trump, Big Law, and an ‘Existential Crisis’

[WSJ] EU Trade Chief to Meet U.S. Counterparts in Washington

[WSJ] Universities Sprint from ‘We Will Not Cower’ to Appeasing Trump

[FT] Trump’s economic and political threat to Mexico

[FT] Taking on Erdoğan: protesters rise up against Turkey’s president

[FT] From Berlin to Tokyo, the fears of a new nuclear arms race

[FT] Japan has not yet conquered deflation, finance minister warns

[FT] Nobel chief warns of growing threat to science and free inquiry

[FT] The end of American exceptionalism goes way beyond Trump