Tuesday Afternoon Links

[AP] US stocks slip as trade tensions with China flare up again

[Yahoo/Bloomberg] White House Vows to ‘Ride Out’ Shutdown, Continue Layoffs

[Yahoo/Bloomberg] China Flexes Superpower Status Using Rare Earths in Global Supply Chain Grab

[Yahoo/Reuters] Fed's Powell says economy on firmer footing, though low-hiring, low-firing trend continues

[AP] Slowdown in US hiring suggests economy still needs rate cuts, Fed’s Powell says

[CNBC] Trump trade rep says new 100% tariff on China depends on Beijing’s next move

[CNBC] Jamie Dimon says auto company bankruptcies reveal ‘early signs’ of excess in corporate lending

[Yahoo/Reuters] IMF warns of rising odds of 'disorderly' global market correction

[Yahoo/Bloomberg] Five Ways Out of the US Government Shutdown Standoff

[Yahoo/Bloomberg] Wall Street Warns S&P 500 Dip Buyers of More Turbulence Ahead

[Bloomberg] Powell Says Fed May Stop Shrinking Balance Sheet in Months Ahead

[Bloomberg] JPMorgan’s Dimon Says Employee Health Costs to Rise 10% in 2026

[Bloomberg] ECB’s Kocher Wouldn’t Deregulate Too Much Now Amid Bubble Risk

[WSJ] Powell Hints at End of Campaign to Shrink Fed’s Treasury Holdings

[WSJ] Wall Street Is Firing on All Cylinders, Fueled by Deals and Trading

[WSJ] AI Economics Are Brutal. Demand Is the Variable to Watch.

[FT] Jay Powell signals support for more rate cuts as US job market cools

[FT] IMF warns on $4.5tn bank exposure to hedge funds and private credit

[FT] Banks caution over bubble as they report bumper profits