Thursday's News Links

[CNBC] Stocks slip after a 4-day losing streak for S&P 500: Live updates

[Yahoo/Bloomberg] Oil Holds Gain After Biggest Drop in US Stockpiles in Two Months

[Reuters] US weekly jobless claims rise to highest since June

[Reuters] Morning Bid: Jackson Hole to open under Trump's shadow

[Yahoo/Reuters] Fed's expansive experiment in strategy to get a reboot at Jackson Hole

[Reuters] Americans worry democracy in danger amid gerrymandering fights, Reuters/Ipsos poll finds

[Reuters] Washington's chip stakes look like industrial policy on overdrive

[Reuters] Hurricane Erin threatens North Carolina's Outer Banks with storm surge

[AP] Russia hammers Ukraine with drones and missiles as peace efforts drag on

[Reuters] Exclusive: China considering yuan-backed stablecoins to boost global currency usage, sources say

[Reuters] Rapid loss of Antarctic ice may be climate tipping point, scientists say

[Bloomberg] Trump Aims to Win Majority on Fed Board With Attempt to Oust Lisa Cook

[Bloomberg] Russian Missiles Strike US Electronics Plant in Western Ukraine

[Bloomberg] EU, US Lay Out Next Steps on Tariffs to Rebalance Trade Ties

[Bloomberg] Fed’s Schmid Says Modestly Restrictive Policy Still Appropriate

[Bloomberg] Japan 20-Year Government Bond Yield Rises to Highest Since 1999

[Bloomberg] Euro-Zone Business Activity at 15-Month High Despite Tariffs

[Bloomberg] German Wage Growth Quickened Sharply in Second Quarter

[Bloomberg] ‘Crazy Vacancies’ Force Boston Landlords to Challenge Valuations

[NYT] What Will Powell Do Now?

[NYT] Behind Powell’s Big Gamble in Final Jackson Hole Speech

[NYT] What Matters More to the Stock Market? The Fed or Nvidia?

[WSJ] U.S. Will Preserve 27.5% Auto Tariffs on EU Until Bloc Moves to Reduce Levies

[WSJ] More U.S. Companies Plan to Slow Hiring in Second Half of 2025

[FT] Russian missiles target Ukrainian cities in largest attack for weeks

[FT] Ukrainian attacks disrupt Russian petrol supplies and push up prices

[FT] China turns against Nvidia’s AI chip after ‘insulting’ Howard Lutnick remarks

[FT] It’s not a default if you never ask for cash — right?

[FT] UK business activity rises to 12-month high in August

[FT] Saudi Arabia’s 2029 Asian Winter Games at risk from snow mountain delay

Wednesday Evening Links

[CNBC] Stock futures are flat after a 4-day losing streak for S&P 500: Live updates

[CNBC] Fed’s Cook says she will not be ‘bullied’ into resigning after Trump official accuses her of mortgage fraud

[Axios] Trump housing regulator accuses Fed governor Cook of mortgage fraud

[Yahoo/Bloomberg] Fed Found Over 22,000 Mortgages Like Those Pulte Is Flagging

[Axios] Texas House passes redistricting map favoring Republicans

[Axios] Trump team makes mortgage fraud its newest revenge tool

[CNBC] Trump says U.S. will not approve solar or wind power projects

[Yahoo/Reuters] Analysis-BOJ chief's dogged caution tempers board's hawkish instincts

[Bloomberg] Fed’s Cook Says She Won’t Be Bullied Into Stepping Down

[Bloomberg] Fed Minutes Show Majority of FOMC Saw Inflation as Greater Risk

[Bloomberg] China Emissions Fall While Chemicals Emerge as New Hotspot

[WSJ] Trump Considers Firing Fed Official After Accusation of Mortgage Fraud

[WSJ] Fed Minutes Reveal Broad Support for Holding Rates Steady Last Month

[WSJ] Russia Draws Hard Line Over Security Guarantees for Ukraine

[WSJ] Weaponizing the Housing Regulator

[WSJ] What Is Mortgage Occupancy Fraud, the Claim Wielded by the Trump Administration?

[FT] Federal Reserve governor Lisa Cook says she will not be ‘bullied’ into resigning

[FT] Chinese ‘dim sum’ bond issuance on track for record year

Wednesday Afternoon Links

[CNBC] Nasdaq falls for a second day as tech struggles again: Live updates

[CNBC] Palantir stock plummets 20% from highs in longest losing streak since April 2024

[Yahoo/Bloomberg] Oil Advances on Bullish Storage Report, Russia-Ukraine Talks

[CNBC] Divided Fed worried about tariffs, inflation and the labor market, minutes show

[Axios] Trump's war on the Fed is escalating

[AP] Trump calls on Federal Reserve official to resign after ally accuses her of mortgage fraud

[Yahoo Finance] Trump says Fed governor Cook 'must resign' as pressure campaign on central bank continues

[Yahoo/Telegraph] The AI report triggering panic and fear on Wall Street

[Yahoo/Reuters] Sony hikes PlayStation 5 prices in US as tariff uncertainty weighs

[Bloomberg] Plosser, Policy Hawk Who Led Philadelphia Fed Bank, Dies at 76

[Bloomberg] Southern California Faces Record Heat and Braces for Wildfires

[NYT] American Businesses in ‘Survival Mode’ as Trump Tariffs Pile Up

[WSJ] Trump Considers Firing Fed Official After Accusation of Mortgage Fraud

[FT] Donald Trump calls on Federal Reserve governor Lisa Cook to resign