Wednesday's News Links

[Yahoo/Bloomberg] Stocks Advance as Earnings Return to Center Stage: Markets Wrap

[Yahoo/Bloomberg] Gold Holds Near Record as Traders Look Past Later Rate-Cut Odds

[Yahoo/Bloomberg] Oil Edges Lower as Israel Weighs Up Response to Iranian Attack

[Reuters] UK's Cameron, in Israel, says Israelis have decided to retaliate against Iran

[Reuters] Morning Bid: Blunt Powell signals rate cut plans on ice

[AP] Biden is seeking higher tariffs on Chinese steel as he courts union voters

[Yahoo/Bloomberg] US 30-Year Mortgage Rate Rises to a Four-Month High of 7.13%

[Reuters] What the fresh march higher in oil means for world markets

[Yahoo/Bloomberg] China's Loosening Grip on Yuan Allows Currency to Test a Key Milestone

[Yahoo/Bloomberg] Yuan Funding Costs Climb in Hong Kong, Pressuring Bearish Bets

[Yahoo/Bloomberg] South Korean Officials Ramp Up Warnings on Won Weakness

[Reuters] Indonesia's plunging rupiah twists the policy plot

[Yahoo/Bloomberg] Philippine Peso’s Drop Past 57 Puts Pressure on Central Bank

[Reuters] UK inflation slows its fall, pushing back rate cut bets

[Reuters] The ECB is seen forgiving Italy its fiscal sins, if needed

[Reuters] Global property insurers see 'alarming' losses as risk models lag, report says

[Bloomberg] Hezbollah Rocket Assault on Israeli Military Site Wounds Six

[NYT] The Global Turn Away From Free-Market Policies Worries Economists

[WSJ] Emboldened Iran Makes Dangerous Gamble on Open Confrontation

[WSJ] Dealmaking Is Looking Up as Companies Stop Waiting Out the Fed

[WSJ] China’s Punishment for People With Bad Debts: No Fast Trains or Nice Hotels

[FT] Vix ‘fear gauge’ soars on Middle East tension and interest rate shift

[FT] China warns west of ‘survival of the fittest’ as manufacturing boosts economy

[FT] Private credit is even larger than you think

[FT] Ukraine’s air defence struggle shows risks to Israel

Tuesday Evening Links

[Yahoo/Bloomberg] US Yields Spike as Hawkish Powell Puts 5% in Play: Markets Wrap

[Yahoo/Bloomberg] Gold Edges Higher After Powell Signals No Rush to Cut Rates

[Reuters] Wall Street stocks close lower on higher Treasury yields, rate expectations

[Yahoo/Bloomberg] Resurgent Dollar, Higher Yields Send EM Currencies to 2024 Lows

[Reuters] Fed's Powell says restrictive rates policy needs more time to work

[Yahoo/Bloomberg] Powell Signals Rate-Cut Delay After Run of Inflation Surprises

[Bloomberg] China's Loosening Grip on Yuan Allows Currency to Test a Key Milestone

[AP] Israel says it will retaliate against Iran. These are the risks that could pose to Israel

[FT] Jay Powell says US inflation ‘taking longer than expected’ to hit target

[FT] European stocks suffer worst day in nine months

Tuesday Afternoon Links

[CNBC] 2-year Treasury yield tops 5% after Powell cites lack of progress on inflation 

[CNBC] Fed Chair Powell says there has been a ‘lack of progress’ this year on inflation

[Reuters] US homebuilding takes a step back; manufacturing turning the corner

[Reuters] US to hit Iran with new sanctions in "coming days", Yellen says

[CNBC] ‘Iran is in for the long haul’ with oil tanker hijacks, expert says, as U.S. considers more sanctions

[WSJ] Powell Dials Back Expectations on Rate Cuts

[FT] Soaring debt levels put policymakers in a tight spot

[FT] Threat of Middle East conflict triggers flight to safer assets, IMF warns

[FT] Loan growth stalls at largest US banks