Thursday, April 23, 2026

Friday's News Links

[CNBC] S&P 500 rises as Intel soars, investors bet on Iran talks restarting: Live updates

[Reuters] World stocks, oil on edge as US-Iran deadlock weighs

[Yahoo/Bloomberg] Oil Eases After Pakistan Says US-Iran Peace Talks Are Expected

[Yahoo/Bloomberg] Global Bonds Set for Worst Week in a Month as US-Iran Risks Rise

[AP] Live updates: Top Iran diplomat set to travel to Pakistan for talks on ceasefire with US

[Yahoo/Bloomberg] World Inflation Scare Is Coming as Chinese Exporters Lift Prices

[Yahoo/Bloomberg] Goldman Says Persian Gulf Oil Supply 57% Below Pre-War Level

[Axios] Trump's oil export surge — and ceiling

[Axios] Why Gulf countries are seeking dollar help

[AP] Analysis: The US protected ships from Iran in the Strait of Hormuz in the ‘80s. Could it again?

[Yahoo/Bloomberg] Collapsing Volatility Turbocharges Returns in Carry Trades

[Yahoo/Reuters] Up, or down? War scrambles financial markets' signalling efforts

[Reuters] Exclusive: Pentagon email floats suspending Spain from NATO, other steps over Iran rift, source says

[Yahoo/Reuters] China's DeepSeek returns with new model, a year after viral rise

[Yahoo/Bloomberg] EU Opens Door to Talks With Ukraine on Next Membership Steps

[Bloomberg] ‘Bubble’ Signal Flagged by BofA as Tech Stocks, Volatility Soar

[Bloomberg] Authers: The Shape of a Deal to Come

[Bloomberg] Wheat at Highest Since 2024 as Drought Stokes Food Inflation

[Bloomberg] Hegseth Accuses Europe, Asia of ‘Freeriding’ Over Hormuz

[Bloomberg] Japan Consumer Inflation Picks Up as Mideast War Fuels Energy Costs

[Bloomberg] China Hit Brakes on Fiscal Stimulus as Economy Holds Up Amid War

[Bloomberg] Chinese Satellites Over Mideast Battlefield Put U.S. on Edge

[Bloomberg] India Condemns Trump Social Media Post Calling Nation ‘Hellhole’

[Bloomberg] Climate Change Is Already Showing Up in the Cost of Living

[NYT] Companies, Not Consumers, to Cash In Big From Tariff Refunds

[NYT] Iran War Has Drained U.S. Supplies of Critical, Costly Weapons

[NYT] War and Sanctions Accelerate China’s Currency Push

[WSJ] Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit

[WSJ] The Arbitrage Trade That’s Making Private-Credit Withdrawals Worse

[WSJ] German Business Sentiment Collapses to Lowest Since 2020 as War Hits Outlook

[FT] Tett: Under Warsh, the Fed could embrace Bessent’s geoeconomic agenda

[FT] The limits on Scott Bessent’s Treasury swap lines for allies

[FT] Trump and China vie for influence in Latin America

[FT] Goldman Sachs leads record renminbi borrowing by US banks

[FT] P&G warns of $1bn hit from Iran war after failing to hedge oil exposure