Wednesday, July 1, 2026

Thursday's News Links

[CNBC] Stocks gain as chip stocks bounce, weak jobs report eases interest rate pressure: Live updates

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

[AP] US hiring falls to just 57,000 in June amid elevated inflation, global turmoil

[AP] U.S. filings for jobless aid fall to 215,000 as layoffs remain at historically healthy levels

[AP] Iran warns oil tankers to use approved routes in Strait of Hormuz or face a ‘forceful response’

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

[Reuters] In Sintra, world's central bankers find ally in new Fed chief

[Yahoo/Bloomberg] Whiskey Barrel-Backed Loans Are Plummeting in Value With Americans Drinking Less

[Weather.com] Extreme heat dome sizzles NYC, Philadelphia, Boston, DC into July Fourth weekend

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

[Yahoo/Bloomberg] UK Consumer Loan Default Gauge Jumps to Highest Since 2009

[AP] A major Russian attack kills 20 in Kyiv as Ukrainian strikes batter Moscow’s oil sector

[Politico] Putin’s economy is running on fumes after Ukrainian attacks

[Yahoo/Bloomberg] Russian Gasoline Shortage Begins to Spill Into Central Asia

[Bloomberg] Leveraged ETFs Are Just the Tip of the Iceberg

[Bloomberg] Tech Rally Chasers Make Calls Priciest Since 2007 Next to S&P

[Bloomberg] CoreWeave Junk Bonds Slide Further as Investors Question AI Boom

[Bloomberg] Two Blue Owl Private Credit Funds Impose Caps After Redemption Requests

[Bloomberg] SpaceX Is Junk. That’s What the Bond Market Says

[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

[Bloomberg] French Heat Wave May Have Slashed Corn Crop by Up to a Third

[NYT] Explosions Rock Ukraine’s Capital

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

[WSJ] Eurozone’s Labor Market Shows Resilience as Unemployment Touches Record Low

[FT] Yet another ‘quant tremor’ strikes systematic investors

[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] Blue Owl hit by $4.7bn of redemption requests as investor exodus persists

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