Monday's News Links

[CNBC] Stock futures are flat in overnight trading as June trading begins near record highs: Live updates

[Yahoo/Reuters] Asia stocks extend AI boom, oil up on Gulf risk

[CNBC] Oil jumps 2% as Israel expands Lebanon offensive, rattling ceasefire hopes

[Yahoo/Bloomberg] US, Iran Trade Deal Drafts as Israel Expands Lebanon Assault

[AP] Trump is facing a new inflation warning from the bond market, adding to his midterm challenges

[Axios] Jerome Powell warns that the Fed's credibility is at risk

[Yahoo/Reuters] Fed's Powell warns that politicizing the Fed would cost public trust

[Politico] Brussels’ nightmare French election scenario risks coming true: Bardella vs. Mélenchon

[Bloomberg] AI Savings Misses ‘Should Be Making Executives Uncomfortable,’ Bain Says

[Bloomberg] South Korea’s Export Momentum Continues, Backing BOK’s Hawkish Case

[Bloomberg] India Rate Risks, Fiscal Worries Add to Pressure on Bond Yields

[WSJ] Trump Wants Arab States to Recognize Israel. The War Has Made That Harder.

[WSJ] Chips, AI Keep South Korea’s Export Engine Firing on All Cylinders

[FT] Jay Powell warns Federal Reserve is undergoing ‘stress test’

[FT] ‘More harmful than helpful’: young people sour on AI

[FT] The truth about the American profit machine