Wednesday's News Links

[CNBC] Stocks higher as Treasury unveils plan to relieve bond market pressure: Live updates

[CNBC] Yields pull back from multi-year highs after Treasury Department says it will double government debt repurchase size

[Reuters] Oil hovers near three-week high on uncertainty over Hormuz

[Yahoo/Reuters] Japan bond yields near 3% as inflation, fiscal worries mount

[CNBC] Treasury announces upscaled buyback operation for longer-term debt, sending yields lower

[Reuters] Hormuz traffic slows as uncertainty over waterway persists

[Reuters] Trump pauses tariffs on Canadian imports, Carney says key work remains

[Reuters] Demand from US data-center boom radiates out through factory supply chains

[CNBC] Weekly mortgage demand stalls along with interest rates, but rates are now moving higher again.

[Axios] Behind the Curtain: The new existential threat to AI

[Yahoo/Bloomberg] Record Pace of Bond Sales Jolts Europe Out of Its Summer Lull

[Yahoo/Reuters] Analysis-Japan has few answers as bond rout puts fiscal plans at risk

[WP] The bond market is sounding an alarm. Here’s what it means.

[Bloomberg] Bessent Boosts Debt Buybacks After Yields Hit Multi-Decade Highs

[Bloomberg] Carry Traders Pivot to Swiss Franc After Yen Volatility Spikes

[Bloomberg] The $19 Trillion Bond Question Confronting Central Banks

[Bloomberg] Korea Bears Brunt as Higher Bond Yields Weigh on Chip Stocks

[Bloomberg] Japanese Stocks Slide as Bond Market Anxiety Hits AI Sentiment

[Bloomberg] Ocean Heat Waves Threaten to Supercharge Storm Season in Europe

[NYT] Threatening Friends and Courting Enemies in Trump’s ‘Upside-Down World’

[WSJ] Bonds Are Getting Hammered, and Wall Street Says the Rout Won’t End Anytime Soon

[WSJ] Iran’s Attacks on Ships in Hormuz Mount, Testing U.S. Military Restraint

[WSJ] Inside Big Tech’s Frantic Race to Quell the Growing Backlash to AI

[FT] US Treasury to double buybacks of long-term government debt

[FT] The US economy is running hot

[FT] America’s brands lose their magic

[FT] Global food security may be collateral in Ukraine war