Thursday's News Links

[CNBC] Stock futures edge up after weak start to July trading; jobs report ahead: Live updates

[Reuters] Asian shares fall as chipmakers drag; US jobs data looms

[CNBC] Samsung Electronics, SK Hynix shares tumble over 7% as chip rout spreads from Wall Street

[Reuters] US, Iran talks conclude in Doha, focused on Strait of Hormuz

[Reuters] Japan shifts to ambush intervention tactics against yen short sellers, sources say

[Bloomberg] US Tech Rout Sours Mood For Japan, South Korean Chip Stocks

[Bloomberg] Japan 10-Year Bond Sale Sees Weaker Demand on Inflation Concerns

[Bloomberg] Sliding Yen, Robust Economy Give BOJ More Grounds for Early Hike

[Bloomberg] Asia Deals Top $750 Billion Despite Mayhem in Parts of the World

[NYT] Explosions Rock Ukraine’s Capital

[WSJ] Trump Pledged No Forever Wars. Now He Risks Forever Talks With Iran.

[FT] Americans prepare for most expensive July 4 celebration ever

[FT] Can Kevin Warsh tame the Fed’s $7tn balance sheet?

[FT] OpenAI proposes handing Trump administration 5% stake

[FT] Battery start-ups see ‘crazy’ demand to smooth power surges in data centres

Wednesday Evening Links

[CNBC] Stock futures are little changed after weak start to July trading; jobs report ahead: Live updates

[Yahoo/Bloomberg] Oil Extends Decline as Barrels Flow Through Strait of Hormuz

[AP] US and Iran hold separate meetings in Qatar and agree to continue discussions

[Axios] U.S. tries to talk Iran out of tolls as talks resume in Doha

[AP] Federal Reserve Chair Warsh emphasizes political independence, signals focus on inflation

[Axios] Top central bankers are eager to rewrite the playbook

[Yahoo/Bloomberg] Wall Street Worries Less Fed Talk Will Spur Market Volatility

[Yahoo/Bloomberg] AI Money and Anxiety Are Powering This Election Cycle

[Bloomberg] One Leveraged ETF Is Reshaping Trading in World's Top AI Memory Stock

[Bloomberg] M&A Volume to Stay Strong in Second Half, Says Sullivan’s Sawyer

[Bloomberg] A Taiwan Crisis Is Coming — and Xi May Not Wait

[NYT] Crypto Brought Trump a Huge Windfall, Even as Many Investors Lost Big

[WSJ] U.S. Plunges Trade Pact With Canada and Mexico Into Doubt

[WSJ] Crypto Bets and Real Estate Deals: Inside Trump’s $2 Billion Year

[WSJ] The Trump Family and ‘Honest Graft’

Wednesday Afternoon Links

[CNBC] Dow rises to fresh record to start July; Nasdaq struggles as chipmakers decline: Live updates

[Reuters] Fed's Warsh plans to harness better economic data within a year

[CNBC] Fed Chief Kevin Warsh declines to hint at July rate decision, but says inflation ‘too high’

[Yahoo/Bloomberg] Trump’s $1.4 Billion Haul Makes Him Biggest US Crypto Moneymaker

[Reuters] AI hopes and fears dominate global central bank meet

[Bloomberg] Warsh Signals Long Road Ahead for a Smaller Fed Balance Sheet

[Bloomberg] US Crude Grades Shed Iran War Premium as Energy Crisis Eases

[Bloomberg] US Car Payments Hit a Record $777 a Month as Down Payments Drop

[Bloomberg] Pimco Warns Private Credit ‘Confidence Gap’ to Reveal Weak Funds

[NYT] How the Iran War Ignited a Clash Between Trump and the Saudi Crown Prince

[WSJ] Warsh Says Inflation Outlook Has Improved but Won’t Say if Fed Should Hike

[WSJ] The World’s Top Economists Are Sounding the Alarm on AI

[FT] Millennium and Point72 gain as hedge funds rebound from Iran war