MARKET NEWS / CREDIT BUBBLE DAILY

Thursday, August 7, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Thursday, August 7, 2025
Doug Noland Posted on August 7, 2025

[CNBC] Stocks jump after Trump’s chip tariffs have broad exemptions: Live updates

[Yahoo/Reuters] Asian stocks climb, dollar droops on Fed easing bets

[Reuters] Oil rises 1% on US demand strength, though macroeconomic uncertainty remains

[Reuters] US jobless claims tick up in latest week; productivity improves in second quarter

[Axios] Trump demands Intel CEO resign, alleging conflicts over China ties

[Yahoo/Reuters] Trump wants more American pick-ups in Tokyo and London. That may be a hard sell

[Reuters] Kremlin says Putin and Trump will meet in coming days

[Yahoo/Bloomberg] Trump’s Attack on Wind, Solar Cuts Deeper Than Industry Expected

[AP] The Bank of England cuts its main interest rate to 4%, the lowest level since March 2023

[Yahoo/Bloomberg] China’s July exports top forecasts amid rush to meet Trump tariff deadline

[Reuters] BOJ may be behind the curve on inflation risk, government council member says

[BBC] From heatwaves to floods: Extreme weather sweeps across Asia

[Bloomberg] Trump Floats Possible Tariffs on China for Buying Russian Oil

[Bloomberg] Modi to Speak With Lula, Plans Xi Meeting as Ties With US Sour

[Bloomberg] What’s at Stake as Trump Tests India’s Ties With Russia

[Bloomberg] Trump to Sign Order Easing Path for Private Assets in 401(k)s

[Bloomberg] Japan’s Public Workers Set to Get Largest Pay Hike in 34 Years

[Bloomberg] China’s Central Bank Adds Gold In Nine-Month Buying Streak

[NYT] Trump’s Tariff Gamble Puts America’s Ties With India at Risk

[WSJ] Trump Exempts Tech Companies That Invest in U.S. From 100% Chip Tariffs

[WSJ] U.S. Trading Partners Race to Secure Exemptions From Trump’s Tariffs

[WSJ] Trump Pledged to Bring Back Manufacturing. The Sector Is Sputtering

[FT] Donald Trump’s new tariff regime deepens global trade war

[FT] Donald Trump says Hassett and Warsh are leading contenders for top Fed job

[FT] Donald Trump opens US 401Ks to crypto and private equity investments

[FT] The relentless race for AI capacity

[FT] The venture capital money machine is spinning again

[FT] Narendra Modi tells Indian farmers he will ‘never compromise’ in face of 50% US tariffs

[FT] Why Taiwanese fear China could take over from within

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