Monday's News Links

[CNBC] Stocks tick higher ahead of key inflation data expected this week: Live updates

[Reuters] Oil prices fall as market eyes US-Russia talks on Ukraine 

[Axios] U.S. government imposes fee on Nvidia, AMD exports to China

[Yahoo/Bloomberg] Trump Bid for Cut of Nvidia, AMD Revenue Risks ‘Dangerous World’

[Axios] White House roils markets with giant tariff revisions

[Yahoo/Bloomberg] US Consumers to Bear Brunt of Tariff Hit, Goldman Economists Say

[Yahoo/Bloomberg] Small US Firms Paying Trump Tariffs Face $202 Billion Annual Hit

[Axios] The 8 unanswered questions in Trump's trade war

[Yahoo/Reuters] Gold Council awaiting U.S. clarity on gold bar tariffs, Barrick CEO says

[Yahoo/Reuters] Tariff inflation worry, debt deluge to prop up longer-term US Treasury yields

[Axios] Historic flash floods hit Milwaukee as Midwest faces heavy rains threat

[Politico] Zelenskyy warns of Russian deception as Putin-Trump talks loom

[Bloomberg] US Consumers Will Bear the Brunt of Tariff Costs, Goldman Says

[Bloomberg] Private Credit Losers Emerge From Ruins of German Property Bust

[NYT] Small Businesses Brace for the Punishing Side Effects of Trump’s Tariffs

[WSJ] The U.S. Marches Toward State Capitalism With American Characteristics

[WSJ] A New Generation of ‘Buy the Dip’ Investors Is Propping Up the Market

[WSJ] American Companies Are Buying Their Own Stocks at a Record Pace

[WSJ] The Engineering Marvel That China Hopes Will Help Wean It Off Foreign Energy

[FT] Small businesses raise prices as Trump’s tariffs hit Main Street

[FT] Trump, Putin and the future of Ukraine

[FT] Pimco chief signals caution over private markets

[FT] China has its own concerns about Nvidia H20 chips

[FT] Big Oil heeds call to ‘drill, baby, drill’ as green transition slows

[FT] US is planning new sanctions on Brazil, says Jair Bolsonaro’s son

[FT] How Pakistan wooed Trump — and rattled India

Sunday Evening Links

[CNBC] Stock futures tick higher ahead of key inflation data expected this week: Live updates

[CNBC] Nvidia and AMD to pay 15% of China chip sales revenues to the U.S. government, FT reports

[Yahoo/Reuters] Bessent says new Fed chair should be someone who can examine organization, Nikkei reports

[Axios] Trump tells homeless people in D.C. to move out "IMMEDIATELY" amid capital crackdown

[Bloomberg] Bessent Sees US Trade Talks Largely Done by October, Nikkei Says

[Bloomberg] Five Key Charts to Watch in Global Commodity Markets This Week

[Bloomberg] Iran Rejects Nuclear Inspections Ahead of New Talks With IAEA

[NYT] Goodbye, $165,000 Tech Jobs. Student Coders Seek Work at Chipotle.

[WSJ] Trump Administration Considers Longtime Critic to Lead Bureau of Labor Statistics

[WSJ] Who Is Stephen Miran, Donald Trump’s Fed Nominee?

[WSJ] Ukraine and Europe Counter Putin’s Cease-Fire Proposal

[FT] Nvidia and AMD to pay 15% of China chip sale revenues to US government

[FT] What Vladimir Putin wants from Donald Trump at Alaska summit