Monday Evening Links

[CNBC] Stock futures are little changed after Nasdaq hits new record: Live updates

[Reuters] Gold rallies to record high above $3,600/oz as Fed rate cut bets firm

[Yahoo/Bloomberg] Senate Banking to Vote on Miran Fed Nomination Wednesday

[Yahoo/Reuters] Fed approaches Easy Street, political pots boil

[Yahoo/Bloomberg] Goldman CEO Solomon Says Rates Aren’t Too Restrictive in Contrast With Trump

[CNN] America’s housing market gained $20,000,000,000,000 in 5 years

[Yahoo/Reuters] US Farm Trade Deficit Widens to New Record as Imports Surge

[Politico] ‘I’m Gonna Punch You in Your F--king Face’: Scott Bessent Threatens an Administration Rival

[Bloomberg] US Consumer Borrowing Rises Most in Three Months on Credit Cards

[WSJ] White House Prepares Report Critical of Statistics Agency

[WSJ] Who Can Save France Now?

[WSJ] Trump-Style Populism Is Rising in Europe

Monday Afternoon Links

[CNBC] Nasdaq hits new record, S&P 500 rises ahead of inflation data this week: Live updates 

[AP] France’s prime minister loses confidence vote, toppling his government

[Gallup] Image of Capitalism Slips to 54% in U.S.

[Yahoo/Reuters] New York Fed finds consumers more worried about job market in August

[Yahoo/Bloomberg] US Chief Justice Lets Trump Oust FTC Commissioner for Now

[Yahoo/Reuters] Brazil's Lula calls for tighter trade ties for BRICS as tariffs bite

[Bloomberg] French Premier Bayrou to Resign After Losing Confidence Vote

[Bloomberg] Citadel’s Ubide Says US Economy Is in a ‘Fragile’ Equlibrium

[WSJ] Milei’s Election Setback Rattles Markets in Argentina

[FT] French PM François Bayrou loses confidence vote as turmoil deepens

[FT] Argentine markets slump after Milei loses badly in Buenos Aires

[FT] Shigeru Ishiba’s exit lays bare rifts within Japan’s ruling party

[FT] Beijing deals with a gathering of strongmen