Thursday Evening Links

[Yahoo/Bloomberg] Gold Climbs to Record on Bank Woes, Fed Bets and Trade Tensions 

[CNBC] Regional banks, Jefferies shares tank as concerns about sour loans grow on Wall Street

[Yahoo Finance] Wall Street credit worries intensify after Dimon's 'cockroach' warning

[Yahoo/Reuters] US budget deficit falls 2% to $1.775 trillion in fiscal 2025

[CNBC] Tariff costs to companies this year to hit $1.2 trillion, with consumers taking most of the hit, S&P says

[Axios] Trump says he and Putin will hold second summit on Ukraine in Budapest

[Yahoo/Bloomberg] Trump Says He’s ‘Worked Our Magic’ on Deal to Lower Beef Prices

[AP] Ex-Trump national security adviser Bolton charged with storing and sharing classified information

[Bloomberg] Gold and Silver Hit Records on Credit Fears, US-China Tensions

[Bloomberg] Banks’ Trio of Alleged Frauds Spark Fears of Broader Issues

[Bloomberg] Goldman’s Waldron Cautions on Fallout From Credit ‘Explosion’

[Bloomberg] Blue Owl Seals Largest Private Capital Deal for Meta’s AI Growth

[NYT] Head of the U.S. Military’s Southern Command Is Stepping Down, Officials Say

[WSJ] New Credit Fraud Fears Raise More Worries About Regional Banks

[WSJ] Justice Department Indicts Former Trump Adviser John Bolton

[FT] Banks tap Fed lending facility in sign of short-term market strains