Tuesday's News Links

[CNBC] Stocks decline as oil rises back above $90: Live updates

[CNBC] Oil prices hover around $90 a barrel in volatile trading following Monday’s spike

[Reuters] Gold gains on weaker dollar, easing inflation concerns

[Yahoo/Bloomberg] Credit Risk Eases Most Since June as Swings Keep Traders on Edge

[Axios] Wall Street stagflation chatter rises

[Reuters] Back to the 1970s? Investors brace for a return of stagflation

[CNBC] February home sales see small rebound, but supply growth is ‘sluggish’

[AP] Iranian barrages target Israel and Gulf countries as US warns Iran of ‘most intense day of strikes’

[Reuters] Iran says oil blockade will continue until attacks end, Trump threatens to hit harder 

[Reuters] Iran bets on endurance, energy disruption to outlast US, Israel

[Yahoo/Bloomberg] Ship Clusters and Speeding Tankers Point to Hormuz Jamming

[Reuters] Aramco sees 'catastrophic consequences' for oil markets if Hormuz strait remains blocked

[AP] Iran fires drones toward Saudi Arabia and Kuwait

[Axios] A world at war: Iran conflict goes global

[Politico] ‘Spillover’: Iran energy shockwaves hit Europe  

[Politico] US, Russia, China tearing down rules-based order, EU Council chief Costa warns

[Bloomberg] ‘Downright Panic’: Traders Tested to Limits on Oil’s Wild Monday

[Bloomberg] Markets Buffeted by War, AI Stress and Credit Cracks All at Once

[Bloomberg] The White House Is Still Flirting With Financial Chaos

[Bloomberg] Busting the Myth of Treasuries as a Haven

[Bloomberg] Biggest UAE Refinery Halts as Precaution After Drone Attack

[Bloomberg] Trump Doesn’t Understand His Enemy. That Gives Iran an Edge.

[Bloomberg] US Small-Business Optimism Declines on Weaker Sales Outlook

[Bloomberg] Balyasny, Millennium, Point72 Lose Money in Volatile Markets

[Bloomberg] Germany Helps Secure Scarce Air-Defense Missiles for Ukraine

[Bloomberg] Extreme Heat Is Making Life Increasingly Unlivable

[NYT] America Is an Oil Exporter. Why Does a Mideast War Raise U.S. Gas Prices?

[NYT] China Stockpiled More Oil Before War Broke Out in Iran

[WSJ] Trump Advisers Urge Him to Find Iran Exit Ramp, Fearing Political Backlash

[WSJ] Iran’s Leadership Signals It Is Still in Control and Able to Fight

[WSJ] U.S. and Iran Predicted a Very Different War Than the One Now Being Waged

[WSJ] Iraq Becomes Battleground for U.S. Forces Once Again

[WSJ] China Has Spent Years Preparing for the Iran Oil Crisis

[WSJ] China’s Exports Surge in First Two Months of Year

[WSJ] Ukrainians Retreat to Villages After Russian Bombing Turns Off Power in Cities

[FT] Donald Trump says Iran war will end ‘very soon’

[FT] Israel expects Lebanon offensive to outlast Iran conflict

[FT] Europe and Asia battle for LNG as Iran war chokes supply

[FT] China warns Maersk and MSC over high freight rates from Iran war

[FT] Taco on Iran will come too late for Trump

Monday Evening Links

[CNBC] Stock futures fall as traders weigh Trump’s signal that Iran war may soon end: Live updates

[CNBC] Dow closes wild session up 200 points as oil reverses lower and Trump signals Iran war near an end: Live updates

[Yahoo/Bloomberg] Oil Wipes Out Gains to Trade Below $90 in Wild Trading Session

[Axios] Trump says Iran war will be over "very soon"

[CNBC] Trump says Iran ‘war is very complete,’ talks to Putin: Reports

[Axios] Why the Strait of Hormuz is so difficult to defend

[CNBC] Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran Foreign Ministry warns

[Bloomberg] Oil Slides After Trump Seeks to Ease Concerns Over War Length

[Bloomberg] Putin and Trump Discuss Iran in First Phone Call This Year

[Bloomberg] Wall Street Tail-Risk Hedges Rally as Conflict Shakes Markets

[NYT] Trump’s War Becomes World’s Latest Economic Hazard

[FT] Goldman pitches hedge funds on strategies to bet against corporate loans

Monday Afternoon Links

[CNBC] Stocks pare losses as oil falls back below $100; Dow is down 400 points: Live updates

[Yahoo/Bloomberg] European Stocks Fall as Oil Price Surge Stokes Inflation Fears

[Yahoo/Bloomberg] Emerging-Market Currencies Pare Drop as Oil, Dollar Surge Fade

[AP] Live updates: Pentagon identifies seventh US service member killed in Iran war

[AP] Iran war puts at risk key pipelines, terminals and refineries that supply the world with oil and gas

[Yahoo/Reuters] Exclusive-Trump reviews options to curb energy prices as Iran strikes roil markets

[Axios] Iran war's energy price shock is likely to spiral economy-wide

[Yahoo/Telegraph] Gulf states throttle oil flows as crippling shutdowns loom

[ABC] Iran may be activating sleeper cells outside the country, alert says

[AP] Anthropic sues Trump administration seeking to undo ‘supply chain risk’ designation

[Bloomberg] Trump Says ‘I Have a Plan’ as War Triggers Tumult in Oil Market

[Bloomberg] Beaten Down IPOs Face ‘Negative Feedback Loop’ After Lock-Ups

[NYT] G7 Countries Hold Off on Releasing Emergency Oil Supplies

[WSJ] How the Iran Conflict Is Widening, in Maps

[WSJ] U.S. and Western Allies Turn to Reserves to Counteract Gulf Oil Crisis

[FT] About those inflation fears

[FT] Gulf states fear threat to water infrastructure as Iran war escalates

[FT] The rise of Mojtaba Khamenei