Tuesday's News Links

[CNBC] Stocks rise after report says Trump looking to end Iran war: Live updates

[Yahoo/Bloomberg] Oil Buffetted by Tanker Attack, Report of Trump Mulling War Exit

[Yahoo/Bloomberg] Gold Advances on Report of Trump Weighing End to Iran War

[Yahoo/Bloomberg] Wild Charts Show Pain Points in S&P 500’s Worst Month Since 2022

[AP] Live updates: Iran strikes fully loaded oil tanker off Dubai coast as gas reaches $4 per gallon in US

[Axios] Trump attacks allies, signals Iran war may end without opening Hormuz

[Yahoo/Bloomberg] Iran Strikes Fully Laden Kuwait Oil Tanker in Dubai Port

[AP] Live updates: Trump says US is negotiating with Iran’s parliamentary speaker, who denies talks

[Yahoo/Bloomberg] Iran’s Hormuz Grip Is Tighter Than Ever After a Month of War

[Axios] Trump pursues era of unshackled warfare

[AP] Gas prices eclipse $4 a gallon in the US, the highest since 2022

[CNBC] Trump lashes out at UK and France, telling allies ‘the U.S.A. won’t be there to help you anymore’

[AP] Oil-thirsty Asian nations seek Russian crude as Iran war strains supplies

[Yahoo/Reuters] Big Tech's $635 billion AI spending faces energy shock test, S&P Global says

[AP] Trump’s go-to moves to influence the markets are increasingly falling flat as the Iran war drags on

[Yahoo/Bloomberg] Euro-Zone Inflation Jumps Most Since 2022 on Energy Costs

[Politico] Europe faces its next big problem: The Iran war is driving up inflation

[AP] China factory activity rebounds in March as Iran war looms over growth

[Bloomberg] Europe Hardens Stance Against Trump’s Iran War in Threat to NATO

[Bloomberg] US Junk Bonds Headed for Worst Quarterly Returns Since 2022

[Bloomberg] Private Credit Poses ‘Chain Reaction’ Risk to US, DZ Bank Says

[Bloomberg] Aluminum Set For Biggest Monthly Gain Since 2018 on Iran War

[Bloomberg] Credit Risk in Asia Spikes Most This Month Since 2023

[Bloomberg] CLO Refinancing Plans Put On Ice in Europe as Funding Costs Rise

[NYT] Fresh Food Distributors Add Surcharges as Fuel Costs Rise

[WSJ] Trump Tells Aides He’s Willing to End War Without Reopening Hormuz

[WSJ] Wall Street Is Finishing the Worst Quarter for Stocks in Four Years

[WSJ] U.S. Home Price Growth Slowed in January

[WSJ] Iran War Chokes Off Helium Supply Critical for AI

[WSJ] A Russian Tanker Tests the Limits of Trump’s Cuba Squeeze

[WSJ] The U.S. and China Are in a Strategic Stalemate. What Comes Next.

[FT] Foreign central banks sell US Treasuries in wake of Iran war

[FT] Iran’s hackers go to war

[FT] FT Alphaville’s toy Collateralised Whatever Obligations