Thursday's News Links

[Reuters] Shares falter, oil gains as Gulf hostilities heat up

[Yahoo/Bloomberg] Oil Spikes on Renewed Attacks in Persian Gulf as US Hits Hormuz

[Reuters] Iran and US trade air strikes after Trump dismisses report of Hormuz deal

[CNBC] Kuwait air defenses activated against ‘missile and drone threats’; U.S. carries out new strikes in Iran

[Reuters] The US-Iran ceasefire is unravelling

[Reuters] Trump says he can outwait Iran, dismisses midterm election pressure

[CNBC] Energy inflation has been more persistent than expected: Fed’s Goolsbee

[AP] US will need years to replenish stockpiles of advanced weapons used in Iran war, new analysis finds

[AP] About 8% of the country lacked health insurance in 2025, new data shows. That could rise next year

[Bloomberg] US Strikes Iran Targets Near Hormuz With No Accord in Sight

[Bloomberg] Treasuries Resume Decline as US Strikes Push Oil Prices Higher

[WSJ] U.S. Military Conducts New Strikes on Iran

[WSJ] How Long Can Iran Withstand the Economic Pain of the U.S. Blockade?

[WSJ] The High-Seas Black Market That Keeps Iran’s Illicit Oil Flowing

[WSJ] One Million New-Car Buyers Are Gone and They’re Not Coming Back Soon

[WSJ] China Is Exporting Its Factories Across the World and Spooking the Competition

[FT] Chip stocks race towards biggest gains since dotcom era on AI demand

[FT] AI boom outweighs Iran war pain, Korean central bank chief says

[FT] Ukraine is turning the tables

[FT] Bill Gross: America’s hegemonic glory is under threat