Thursday Evening Links

[Yahoo/Bloomberg] Japanese Shares Eye Early Slump After Yen Surge: Markets Wrap

[Reuters] Nasdaq ends sharply higher as Alphabet and AMD fuel AI surge 

[Yahoo/Bloomberg] Yen Strengthens by Most in Nearly a Year on Bets That End of Negative Rates Is Near

[Yahoo/Bloomberg] Oil Extends Losing Streak as Failed Rally Hardens Bearish Mood

[Reuters] Biden aide says Iran helps plan, execute attacks by Yemen's Houthis

[Reuters] US mortgage rates fall to nearly 4-month low - Freddie Mac

[AP] California faces record $68 billion budget deficit, nonpartisan legislative analyst says

[Reuters] Coffee trader Mercon runs out of credit, files for bankruptcy

[Reuters] South American countries urge peaceful solution to Venezuela, Guyana tensions

[WSJ] The Federal Reserve Has an $8 Trillion Secret

[WSJ] The Yen of a Bad Era

[FT] Only rates markets are pricing in recession