Wednesday's News Links

[CNBC] Stocks rise after Trump extends ceasefire with Iran: Live updates

[Yahoo/Bloomberg] Oil Rises on Elusive Peace Deal Outlook, Iran Gunboat Attacks

[Yahoo/Bloomberg] Gold Recovers After Two-Day Drop as Trump Extends Iran Ceasefire

[AP] Live updates: Iran attacks 3 ships in the Strait of Hormuz as Trump indefinitely extends ceasefire

[CNBC] Iran says it has seized two ships in Strait of Hormuz after U.S. extends ceasefire

[Axios] Trump gives Iran days to end power struggle, return to peace talks

[Yahoo/Bloomberg] Iran Menaces Hormuz as Its Own Oil Tankers Test US Blockade

[Reuters] From paint to planes, Iran war lifts costs, darkens outlooks

[Reuters] Waiting for 'safe and sustainable' strait crossings, top shipping execs say

[Yahoo/Bloomberg] US Home-Purchase Applications Jump as Rates Settle Back

[Yahoo/Bloomberg] As Blue Owl’s Strains Worsened, Its Bankers Pitched a Long Shot

[Yahoo/Bloomberg] Wall Street’s Bullish Stocks View Contrasts With Consumer Gloom

[Yahoo/Bloomberg] Oil Trader CFOs Say Hormuz Closure Driving Wave of Disputes

[Reuters] Aluminium faces 'black swan' supply shock, Mercuria says

[The Hill] US military used up nearly half of Patriot missiles during Iran war: Analysis

[AP] UK inflation rises as prices at the pump spike after Iran war

[CNBC] Hormuz is just a ‘dry run’ if China and U.S. go to war in the Pacific, Singapore foreign minister warns

[Bloomberg] Trump Says US Caught Chinese ‘Gift’ for Iran, Testing Red Line

[Bloomberg] Private Credit BDCs’ 2028 Maturity Wall Poses Risk, Moody’s Says

[Bloomberg] Unraveling Hedge Fund Trade Derails Boom in Taiwan Convertibles

[Bloomberg] Iran War to Impact Shipping Long After It Ends, Japan’s MOL Says

[Bloomberg] Ukraine to Get €90 Billion EU Loan as Orban Heads for the Exit

[NYT] Hoarding Is Driving Energy Prices Higher Everywhere

[WSJ] U.S., Iran Delay Talks in High-Stakes Game of Chicken

[WSJ] Secretive Shipments of Iranian Oil to China Are Under Threat by U.S.

[WSJ] U.S. Blocks Iraq’s Dollar Shipments to Squeeze Its Iran-Backed Militias

[WSJ] Key Moments From Kevin Warsh’s Congressional Testimony

[WSJ] How Asia’s Biggest Nations Are Riding Out the Energy Shock

[FT] Dollar gives up bulk of war gains as traders abandon bullish bets

[FT] Hormuz disruption raises risk of global food shock, traders warn

[FT] Six lessons from history’s greatest financial crises

[FT] The remarkable renaissance of high-frequency traders