Friday's News Links

[CNBC] S&P 500 rises, heads for big weekly gain after solid retail sales data: Live updates

[Yahoo/Bloomberg] Oil Market Awaits Crucial Trump-Putin Meet as Prices Drift Lower

[Reuters] Live Alaska summit updates: Trump and Putin to meet on Ukraine

[Reuters] Trump and Putin to spar Ukraine peace and arms control at Alaska summit

[Yahoo/Bloomberg] A Trader’s Guide to the Alaska Talks Between Trump and Putin

[AP] Retail sales rise a solid 0.5% in July from June helped by rebounding auto sales

[Axios] Retail sales jump as sales events stoke spending

[Reuters] US import prices rebound in July on higher consumer goods costs

[Axios] Markets spin hot inflation as a win

[Axios] The economic party rolls on for the rich. For everyone else, not so much

[Yahoo/Bloomberg] Data Centers Need Own Power Supply, US Grid Watchdog Says

[Yahoo Finance] IPO market surges in August with companies 'striking while the iron is hot'

[Yahoo/Reuters] Analysis-Trump's attack on Goldman could prompt watering down of Wall Street's independent analysis

[Yahoo/Reuters] Japan posts unexpectedly strong GDP, helped by resilient exports

[Yahoo/Reuters] Finance Minister says Japan must watch economic backdrop to calls for BOJ rate hike

[Yahoo/Bloomberg] Chinese Economy’s Worst Month of 2025 Puts Stimulus Back in Play

[Yahoo/Bloomberg] China New-Home Prices Drop as Stimulus Fails to Halt Slide

[Yahoo/Reuters] China's factory output, retail sales growth slump in blow to economy

[Yahoo/Reuters] China's property investment falls 12% y/y in January-July

[Bloomberg] The Territory at the Heart of Russia’s War in Ukraine

[Bloomberg] Pimco Warns Fannie-Freddie IPO to Drive Up Mortgage Rates Americans Pay

[NYT] What Business Will Be Watching For in the Trump-Putin Talks

[NYT] PBS Slashes Budget by 21% After Federal Funding Cuts

[WSJ] Trump, Putin Head to High-Stakes Alaska Summit With Clashing Objectives

[WSJ] Nobody’s Buying Homes, Nobody’s Switching Jobs—and America’s Mobility Is Stalling

[WSJ] China’s Economy Shows Signs Of Slowing, Raising Pressure on Beijing

[FT] Trump the ‘dealmaker’ faces his biggest test with Putin summit

Thursday Evening Links

[CNBC] S&P 500 futures are little changed after benchmark notches another all-time high: Live updates 

[Axios] Trump administration in talks to take Intel stake, reports say

[AP] Inflation or jobs: Federal Reserve officials are divided over competing concerns

[Yahoo/Reuters] Fed Chair Powell to speak Aug 22 amid speculation on rate cuts, replacement

[AP] California is moving forward with a partisan redistricting effort to counter Texas’ move

[CNBC] Potential Fed chair pick David Zervos of Jefferies backs aggressive interest rate cuts

[Reuters] Meta’s flirty AI chatbot invited a retiree to New York.

[WSJ] The U.S. Is Discussing Taking a Stake in Intel

[WSJ] Noonan: Why ‘The Gilded Age’ Resonates in 2025

[FT] Donald Trump’s 100% tariff threat looms over chip sector despite relief for Apple

Thursday Afternoon Links

[CNBC] Dow falls for the first day in three after hot inflation data: Live updates 

[AP] US applications for jobless benefits fell last week and remain in historically healthy range

[Yahoo Finance] Why hotter-than-expected wholesale prices make the Fed’s September rate cut decision harder

[Yahoo/Bloomberg] Bessent Says He’s Not Pushing Fed Cuts, Just Touting Models

[AP] Average rate on a 30-year mortgage drops to lowest level since October

[Yahoo/Reuters] Trump's debanking order could create headaches for banks, sources say

[Bloomberg] Fed’s Musalem Says Too Early to Make a Call on September Rate

[Bloomberg] Junk-Rated Debt Boom Faces Investor Fatigue as Some Deals Stall

[Bloomberg] S&P 500 Margins at Risk as Producer Costs Outrun Consumer Prices

[Bloomberg] Trump, Witkoff Sons Test Limits of Crypto Hoarding With New Deal

[FT] US wholesale prices jump 3.3% as Trump trade war hits economy

[FT] AI is having some relationship issues