Tuesday Evening Links

[Yahoo/Reuters] Nasdaq 100 notches first record high close since February 

[Yahoo/Bloomberg] Oil Drops as Trump Cheers Slide with Iran-Israel Truce Back On

[Yahoo/Reuters] US bond market braces for surge in Treasury supply in second half

[AP] Fragile ceasefire appears to hold between Iran and Israel as Trump vents frustration with both sides

[AP] Early US intelligence report suggests US strikes only set back Iran’s nuclear program by months

[Yahoo/Bloomberg] Bessent Predicts Republicans Reach SALT Truce in 48 Hours

[AP] What’s in and out of Trump’s big bill as Senate races to meet Fourth of July deadline

[AP] Temperature in New York City reaches 100 degrees as eastern US swelters under extreme heat wave

[Bloomberg] Fed Needs More Clarity on Tariff Impact on Prices, Kashkari Says

[Bloomberg] Student Loan Delinquencies Hit Record as Late Payments Pile Up