Thursday's News Links

[Yahoo/Bloomberg] Stocks Slide as Mideast Escalation Risk Mounts: Markets Wrap

[Yahoo/Reuters] Stocks tumble, dollar up as Middle East war lights safe-haven trade

[Yahoo/Bloomberg] Oil Slips as Investors Watch for Trump’s Plan on Iran Conflict

[BBC Live Updates] Iran's leader 'cannot continue to exist', Israeli defence minister says after hospital strike

[AP] Israel threatens Iran’s top leader after missiles damage hospital and wound more than 200

[Axios] Trump presses aides on whether bunker-buster plan to bomb Iran will work

[Yahoo/Bloomberg] US Officials Plan for Possible Strike on Iran in Coming Days

[Reuters] Iran, Israel trade fresh air attacks as Trump weighs US involvement

[Reuters] Putin and Xi condemn Israel over its Iran strikes in phone call, Kremlin says

[France24] Russia warns US against 'military intervention' in Iran-Israel war

[Yahoo/Bloomberg] Shell CEO Warns of ‘Huge Impact’ If Strait of Hormuz Blocked

[Yahoo/Telegraph] Israel-Iran war is jamming ship signals, Shell warns

[Yahoo/Bloomberg] Xi Shows No Sign of Rescuing Iran as Trump Ramps Up Pressure

[AP] ICE raids and their uncertainty scare off workers and baffle businesses

[Reuters] Exclusive: Japan plans to cut super-long bond sales by 10% to ease market concerns, draft shows

[Yahoo/Reuters] BOJ's gloomy projections suggest no rate hike this year, ex-top economist says

[Reuters] Putin says he does not want to discuss the possible Israeli-U.S. killing of Iran's supreme leader

[Reuters] Global uncertainty puts big central banks in a tight spot

[Bloomberg] US Officials Prepare for Possible Strike on Iran in Coming Days

[Bloomberg] Trump’s Envoy to China Calls Out Threat of Foreign Supply Chains

[Bloomberg] Auto Tariffs Seen Hiking Car Prices by Nearly $2,000 Per Vehicle

[Bloomberg] Vietnamese Dong Drops to Record Low as Asian Currencies Weaken

[WSJ] The Fed Waits Out the Tariff Economy

[WSJ] Why Iran’s ‘Axis of Resistance’ Is Missing in Action

[WSJ] Americans Are Side Hustling Like We’re in a Recession

[FT] Tanker rates double as shipowners steer clear of Strait of Hormuz

[FT] Why Big Tech cannot agree on artificial general intelligence

[FT] Should we worry about Trump undermining the dollar?

[FT] Solar bankruptcies mount as Congress slashes green energy funds

[FT] Bank of England holds rates at 4.25% amid Middle East uncertainty

Wednesday Evening Links

[Yahoo/Bloomberg] US Bonds Rally Stalls as Powell Endorses a Patient Fed Approach

[Yahoo/Bloomberg] Oil Edges Up in Turbulent Trade Amid Fears of War Escalation

[Yahoo/Bloomberg] Trump Wraps Situation Room Meeting as Iran Plan Remains Mystery

[AP] Fed leaves key rate unchanged as it awaits the impact of tariffs and Trump again scolds Powell

[Yahoo Finance] Fed dot plot reveals more divided central bank, but still points to two rate cuts in 2025

[Yahoo/Bloomberg] Trump Urges SALT Deal as Lawler Stands Firm on $40,000 Cap

[Yahoo/Bloomberg] US Plans to Ease Capital Rule Limiting Banks Treasury Trades

[Yahoo/Reuters] Regulators' plans for US bank leverage relief may underwhelm US Treasury market

[AP] Scientists warn that greenhouse gas accumulation is accelerating and more extreme weather will come

[Bloomberg] Fed’s Powell Says Rate Path Unclear But Tariff Impact Is Coming

[Bloomberg] The Fed Is Just as Confused as the Rest of Us

[Bloomberg] Social Security Warns of 23% Benefit Cut by 2034 Without a Fix

[NYT] Social Security’s Finances Erode Further and Could Spell Benefit Cuts

[NYT] The Fed Isn’t Calling It ‘Stagflation,’ but the Risks Are Rising

[WSJ] Trump Privately Approved of Attack Plans for Iran but Has Withheld Final Order

[WSJ] Fed’s Hawkish Tone Stirs Placid Market

[FT] Donald Trump edges closer to Iran strike as military assets move into position

[FT] Federal Reserve cuts outlook for US economy but holds interest rates steady

[FT] Foreign Treasury holdings remain near record high despite tariff turmoil

[FT] Steve Bannon warns Donald Trump Iran strike would ‘tear the country apart’

Wednesday Afternoon Links

[CNBC] Stocks rise as traders await Fed decision, new developments in the Middle East: Live updates

[Yahoo/Bloomberg] Oil Falls in Turbulent Trading Amid Concerns War Will Escalate 

[Yahoo Finance] All eyes on Fed's 'dot plot' as investors look for rate cut clues

[CNBC] Trump says he gave Iran ‘ultimate ultimatum,’ as U.S. prepares to evacuate citizens from Israel

[Yahoo/Reuters] Trump knocks Fed's Powell, muses about appointing himself to lead central bank

[Yahoo/Bloomberg] Iran’s Leader Stays Defiant as Trump Weighs War Intervention

[Axios] The housing market slump is getting worse

[Yahoo/Bloomberg] Colleges Face Major Tax Blow in Trump’s Proposed IRS Rules on Race

[Bloomberg] UN Says It Has Lost Track of Iran’s Near-Bomb-Grade Uranium

[WSJ] The Fed’s Dot-Plot Predicament: False Precision in Uncertain Times

[WSJ] Social Security’s Potential Insolvency Date Moves Up One Year

[WSJ] Prudential Unit Lends $500 Million in Private Credit to Affirm

[FT] Donald Trump calls for huge rate cuts and says Fed chief is ‘stupid’