Monday's News Links

[CNBC] Stocks jump as Wall Street tries to recover from post-jobs report sell-off: Live updates

[Yahoo/Bloomberg] US Treasury Rally Pauses With $125 Billion of Bond Sales Due

[Yahoo/Bloomberg] US Dollar Seen at Risk From Trump’s Moves to Pick Policymakers

[Yahoo/Bloomberg] Oil Slides as Traders Assess OPEC+ Hike and Russian Risks

[Axios] Electricity costs rise amid data center boom

[Axios] Behind the Curtain: The AI super-stimulant

[AP] The vast majority of US adults are stressed about grocery costs, an AP-NORC poll finds

[AP] China pushes back at US demands to stop buying Russian and Iranian oil

[Yahoo/Bloomberg] Japan PM Says Win-Win Trade Deal With US May Be Hard to Implement

[Bloomberg] Greer Says US-China Talks ‘About Halfway There’ on Rare Earths

[Bloomberg] Modi Defiant as Trump Steps Up Pressure on India’s Russian Oil Purchases

[Bloomberg] Corporate Insiders Were Dumping Stocks Into July’s Record Rally

[Bloomberg] Why Trump’s Auto Tariffs Are Poised to Drive Up Car Prices

[Bloomberg] Hedge Funds Are Hurting From a Garbage Rally. Who’s to Blame?

[WSJ] China Is Choking Supply of Critical Minerals to Western Defense Companies

[WSJ] American Consumers Are Getting Thrifty Again

[WSJ] A Wild Year for Markets Hits Trend-Following Hedge Funds

[WSJ] For a Few CEOs, Pay Keeps Growing—by the Billions

[FT] Donald Trump to appoint Federal Reserve governor and labour statistics chief this week

[FT] Lessons from the 1920s and 30s on tariffs and markets

Sunday Evening Links

[CNBC] Stock futures were little changed amid uncertainty over economy and tariffs: Live updates

[Bloomberg] Oil Drops After OPEC+ Supply Hike Amplifies Concerns Over Glut

[CNBC] ‘The revisions are hard evidence’: White House struggles to justify firing of BLS chief over weak jobs numbers

[CNN] Hassett says Trump ‘wants his own people’ at the Bureau of Labor Statistics after firing commissioner

[Yahoo/Reuters] China welcomes 183 Brazil coffee sellers in wake of US tariffs

[Bloomberg] Trump’s Interest Rate Obstacle Is Bigger Than Powell

[NYT] Trump’s Efforts to Control Information Echo an Authoritarian Playbook

[WSJ] Trump Seeks Bigger Overhaul at Labor Statistics Bureau, Adviser Says

[WSJ] The Bureau of Labor Denial

[WSJ] Netscape’s Lessons for AI Mania

[FT] Poorest US workers hit hardest by slowing wage growth