Monday's News Links

[Yahoo/Bloomberg] Stocks Slump as War in Iran Lifts Oil and Dollar: Markets Wrap

[CNBC] Dow drops 400 points as oil prices spike following U.S. attack on Iran: Live updates

[Yahoo/Bloomberg] Gold Climbs as Middle East War Drives Demand for Safer Assets

[Yahoo/Bloomberg] Oil Spikes as Middle East War All But Halts Hormuz Ship Strait

[AP] European natural gas futures spike 42.6% in wake of shutdown of major Gulf liquid natural gas supplier

[AP] Live updates: Oil tankers and refineries under attack as US and Israel exchange strikes with Iran and war widens

[CNBC] Live updates: Iran security chief Ali Larijani rejects U.S. talks, blames Trump for ‘chaos’

[Yahoo/Bloomberg] Trump Says Iran Attacks May Last Weeks With Tehran Defiant

[Axios] Top U.S. general says it will take time to achieve Iran war goals

[Politico] US says Kuwait accidentally shot down 3 American jets

[AP] War widens as Israeli and US planes pound Iran and Tehran and its proxies hit back

[Reuters] Israel strikes Lebanon following Hezbollah attacks, widening Iran conflict

[Reuters] Wall St Week Ahead AI disruption looms over markets with US jobs data on tap

[Reuters] US officials skeptical of regime change in Tehran after Khamenei killing, say sources

[AP] Blow after blow to the power of Iran and its proxy militias set the stage for US-Israel attacks

[Axios] U.S. and Israel delayed original Iran strike by a week, officials say

[Yahoo/Reuters] Factbox-Escalating tensions turn spotlight on Big Tech's AI investments in Middle East

[Politico] China 'strongly condemns’ killing of Khamenei

[AP] Photos show China’s low-cost lifestyle in vast, semiabandoned housing complexes

[Bloomberg] Mideast Oil Output May Need to Stop If Hormuz Closed for 25 Days

[Bloomberg] Global Credit Markets Wobble as War Deepens AI-Triggered Selloff

[Bloomberg] Global Bond Binge Disrupted After Mideast War Raises Credit Risk

[Bloomberg] Private Credit is Sickly. Banks Aren't The Cure

[Bloomberg] Stavridis: Can Air Power Alone Win a War? We’re About to Find Out

[Bloomberg] Major Insurance Clubs to End Ship War-Risk Cover in Persian Gulf

[Bloomberg] Amazon’s Extreme AI Spending Sends Stock to Worst Month in Years

[Bloomberg] Bearish Sign Flashes After 25% Drop in Chinese Tech Stock Gauge

[Bloomberg] Pakistan Stocks Fall, Trigger Trading Halt on US-Iran Conflict

[WSJ] Attacks in Qatar, Saudi Arabia Drag Energy Sector Into Mideast Conflict

[WSJ] They Built the Hottest Firm on Wall Street. Now They Have to Save It.

[FT] Retail investors shun private credit funds after Blue Owl gating

[FT] People are complacent about risk of financial crisis, says Lloyd Blankfein

[FT] Who will back rate cuts on the FOMC?

Sunday Evening Links

[CNBC] U.S. crude oil jumps more than 7%, topping $72 a barrel on fears of Iran supply disruption

[CNBC] Dow futures drop 500 points as oil prices spike following U.S. attack on Iran: Live updates 

[Yahoo/Bloomberg] Dollar, Bonds Rally as Traders Absorb War Impact: Markets Wrap

[Axios] Trump warns more U.S. troops will "likely" die in Iran attacks

[Reuters] Just one in four Americans supports US strikes on Iran, Reuters/Ipsos poll finds

[Reuters] Amazon's cloud unit reports fire after objects hit UAE data center

[Reuters] Gulf businesses reel as Iran strikes trigger regional shutdowns

[Bloomberg] Oil Spikes as Widening Iran Crisis Disrupts Flows Through Hormuz

[Bloomberg] Iran Switches to Survival Mode After Killing of Khamenei

[Bloomberg] The AI Power Struggle Is Out of Silicon Valley’s Control

[WSJ] Hezbollah Vows to Confront U.S., Israel Over Iran Strikes

[WSJ] Iranian Drones Challenge Gulf’s Air Defenses

Sunday Afternoon Links

[Yahoo/Bloomberg] UAE Stock Markets to Close for Two Days Amid Iran Strikes

[AP] Iran vows revenge after the killing of its top leader and trades strikes with Israel in widening war

[Yahoo/Bloomberg] Iran Crisis Threatens Worst Gas Market Disruption Since 2022

[Yahoo/Bloomberg] Wall Street Turns to ‘Haven-First’ Strategy Amid Iran Crisis

[Bloomberg[ Oil Market’s ‘Worst Fears’ Are Here as Gulf Conflict Hits Hormuz

[Bloomberg] A Crisis Lurks as Asians Bring Money Back Home

[Bloomberg] Zero-Day Options Boom Is Coming for Big Tech as Hedging Picks Up

[WSJ] Trump’s War on Iran Threatens to Drive Up Oil Prices and Inflation

[WSJ] Iran Is Shooting at Some of the World’s Busiest Airports

[FT] Military briefing: Iran’s new retaliation strategy

[FT] Trump’s epic gamble in the Middle East

[FT] After Khamenei, who rules Iran?

[FT] UK draws up options for mass evacuation of citizens from the Middle East