Saturday's News Links

[Reuters] Wall St Week Ahead Nvidia earnings, Jackson Hole to test pillars of stock rally

[AP] US imposes 50% tariffs on $20 billion worth of Canadian products. Canada says it will retaliate

[Yahoo/Bloomberg] Trump’s Economic Isolation Plan Risks Iran Strikes Across Gulf

[Reuters] US, Iran keep up hostile rhetoric ahead of new sanctions

[AP] Why the bond market is flexing its muscles, and why everyone needs to care

[Reuters] US imposes deep Colorado River water cuts to California, Nevada and Arizona

[NYT] Carney Stands Up to Trump in Trade War Despite the Risks

[NYT] The Economy Got Used to Low Borrowing Costs. Their Exit Could Pose Risks.

[NYT] For Gen Z, Building Wealth Is in the Stock Market, Not the Housing Market

[WSJ] The Wild Week When Scott Bessent Was Schooled by the Bond Market

[WSJ] Upheaval at Fannie Mae Raises Stability Concerns

[FT] Canada vows to match US tariffs as trade talks collapse

[FT] Bossing the bond market around never works

[FT] Trump’s economic challenge: $40tn debt, 6.7% mortgages and $5 diesel

[FT] Mark Walter’s unravelling empire tests the insurance trade behind private credit’s rise

[FT] Chart of the Week: Who owns government bonds?