Wednesday, June 3, 2026

Thursday's News Links

[CNBC] S&P 500 falls as Broadcom leads chip stocks lower: Live updates

[Yahoo/Bloomberg] Oil Falls After Israel-Lebanon Ceasefire Even as Clashes Persist

[CNBC] U.S. Treasury yields take a breather as traders await more jobs data

[Yahoo/Bloomberg] The Mortgage Hedging ‘Beast’ Is Returning to the Treasury Market

[Yahoo/Bloomberg] Iran Says No Progress in US Talks as Lebanon Sees More Clashes

[AP] Hezbollah rejects latest ceasefire agreement and demands Israel withdraw from Lebanon

[AP] With Trump in a holding pattern on Iran war, allies and critics worry he risks getting boxed in

[AP] US jobless aid filings, a proxy for layoffs, rise to 225,000 last week but remain historically low

[Yahoo/Bloomberg] TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

[CNBC] Sellers are pulling homes off the market at the fastest pace since 2020

[Axios] Pulte pick sparks a Senate GOP rebellion

[Politico] Trump expected to nominate Todd Blanche to be attorney general

[Axios] New World screwworm confirmed in Texas, stoking fresh cattle fears

[Politico] Greenland is part of Denmark … ‘for now,’ Rubio says

[Yahoo/Reuters] Analysis-BOJ's Ueda pivots to inflation-fighting mode, clearing path for steadier hikes

[Bloomberg] Fed Eyes Bank Loans, Nonbanks’ Private Credit Defaults

[Bloomberg] Blackstone BCRED Joins Private Credit Funds Limiting Redemptions

[Bloomberg] Higher Losses Are Coming to Credit, Pimco’s Ivascyn Warns

[Bloomberg] Buyout and Debt Funds Struggle With $632 Billion Stockpile

[Bloomberg] Companies’ AI Bills Are Bigger Than Ever — and Coming Due

[Bloomberg] Apollo’s Zelter Sees High-Grade Debt Sales Topping US Treasuries

[Bloomberg] Banks Offload $1 Trillion Loan Risk to SRT Investors, IACPM Says

[Bloomberg] Insurers Acting Like Banks Must Grasp Loan Risk, EIOPA Says

[NYT] Republicans Begin to Test the Limits of Trump’s Power by Flexing Their Own

[WSJ] Trump Tells Aides He Won’t Resume All-Out War With Iran Unless U.S. Troops Are Killed

[WSJ] The Hormuz Squeeze Is Redrawing the Oil Map for Good

[WSJ] Blackstone Caps Withdrawals as Investors Ask to Pull $4.4 Billion From Private-Credit Fund

[FT] Trump’s empire of debt

[FT] Blackstone caps withdrawals from flagship private credit fund

[FT] Donald Trump’s pledge to unleash a ‘golden age’ of US manufacturing sputters

[FT] Americans lead AI data centre backlash, global poll finds

[FT] The rise and rise of the IMF’s mysterious ‘other’ reserve currencies