Monday's News Links

[CNBC] Stocks slide on more Trump tariff letters, but are off worst levels of session: Live updates

[Yahoo/Bloomberg] Japanese Bonds Tumble as Fiscal Worries Mount Before Election

[Yahoo/Bloomberg] Silver Extends Surge to Almost 14-Year High on Tight Market

[Yahoo/Bloomberg] Oil Rises on Strong Chinese Data, US Moves on War in Ukraine

[Yahoo/Bloomberg] Gold Gains as Trump Doubles Down on Tariffs Before Deadline

[Reuters] Hassett says White House probing Fed renovation costs, authority to fire Powell

[Axios] Scoop: Powell requests IG review on $2.5 billion renovation amid Trump pressure

[Axios] Fed explains its mega-renovation project as Trump pressures Powell

[Yahoo/Bloomberg] Trump Tariff Salvos Push Economies to Seek to Broaden Trade Ties

[Reuters] Why Trump's push for a 1% Fed policy rate could spell trouble for US economy

[Yahoo/Reuters] Hedge funds dump banks, buy the dip in consumer staples, Goldman Sachs says

[Axios] Trump to announce "aggressive" Ukraine weapons plan

[Reuters] Trump says US will send Patriot missiles to Ukraine

[BBC] The 'strongman' PM who inspired Trump's playbook - but now finds his power crumbling

[Yahoo/Bloomberg] China Emerges From Trade Chaos With Record Exports, Surplus

[Yahoo/Bloomberg] China Banks Stoke Controversy With Loans to Boost Pensions

[Bloomberg] EU Warns Trump’s Tariff Threat Is Danger to Transatlantic Trade

[Bloomberg] BOJ Is Said Likely to Consider Raising Inflation Forecast

[Bloomberg] China Credit Growth Tops Forecasts as PBOC Watches Easing Impact

[NYT] Companies in Europe Are Frozen as Tariff Uncertainty Drags On

[WSJ] Jamie Dimon Says Private Credit Is Dangerous—and He Wants JPMorgan to Get In on It

[WSJ] The Federal Government Is Retreating From Student Lending

[WSJ] How China’s Military Is Flexing Its Power in the Pacific

[FT] EU warns Trump’s 30% tariffs would eliminate transatlantic trade

[FT] Japan faces an era-defining reset with the US

[FT] Chinese biotech shares surge as Big Pharma looks to license cancer treatments

Sunday Evening Links

[CNBC] Dow futures drop 200 points on Sunday after Trump slaps 30% tariff on Mexico and the EU: Live updates

[Yahoo/Bloomberg] Market resilience challenged by Trump’s weekend tariff salvo

[Yahoo/Bloomberg] Bond Traders Cast Doubt on September Fed Cut Before Key CPI Data

[CNBC] Trump ‘certainly’ can fire Fed chair Powell ‘if there’s cause’: Hassett

[Yahoo/Bloomberg] Trump Allies Open New Front With Powell Over Building Rehab

[Yahoo/Bloomberg] Mexico’s ‘cool-head’ Trump approach tested by new tariff threat

[Yahoo/Bloomberg] Merz says 30% US tariffs would hit German industry to ‘core’

[WSJ] Nations Find That Neither Anger Nor Appeasement Deflects Trump’s Tariff Threats

[WSJ] Return of the Housing Monsters

[WSJ] Trump’s Brazilian Trade War