Monday's News Links

[CNBC] Dow bounces to start the week as oil prices fall back to $95 a barrel: Live updates

[CNBC] Treasury yields drop as investors track lower oil prices and look ahead to Fed rate decision

[Reuters] Rupee pinned to lifetime low on stubbornly high oil, heavy equity outflows 

[AP] Live updates: Trump calls for allies to help reopen Strait of Hormuz

[Axios] Trump eyes "Hormuz Coalition," seizure of Iran's Kharg Island oil hub

[Yahoo/Bloomberg] US Allies Wary of Joining Trump’s Strait of Hormuz Mission

[Politico] Germany to Trump: This is ‘not NATO’s war’

[Yahoo/Bloomberg] Iran’s Upper Hand in Hormuz Is Pressuring Oil Buyers and Trump

[Axios] Behind the Curtain: Trump's escalation trap

[Axios] 5 globe-spanning takeaways from Trump's FT interview

[AP] Trump suggests he may delay China trip, but Bessent says it’s not to pressure on Strait of Hormuz

[CNBC] Trump signals possible delay to Beijing summit as U.S. pressures China to help reopen Strait of Hormuz

[Reuters] US manufacturing output rises marginally in February

[AP] Tricky negotiations begin Monday to renew a trade pact between the United States, Mexico and Canada

[Reuters] Trump accuses Iran of using AI to spread disinformation

[Yahoo/Bloomberg] Gulf Economies at Risk of Worst Slump Since ‘90s on Iran War

[Yahoo/Bloomberg] Chinese Economy Surprises With Rebound But War Risks Loom

[Yahoo/Fortune] Ray Dalio thinks the world looks like ‘pre-1945 times’ as we near the end of his ‘Big Cycle’

[Bloomberg] Gulf Oil Behemoths Deepen Output Cuts as Hormuz Stays Blocked

[Bloomberg] US Data Center Boom Slows Due to Power Grid Limits, WoodMac Says

[Bloomberg] US Treasuries Erase 2026 Gains as Inflationary Angst Rises

[Bloomberg] Trump Demands Help From Other Countries to Secure Hormuz

[Bloomberg] Japan Defense Minister Says No Plans to Send Ships to Hormuz

[Reuters] Why might President Trump find it hard to reopen the Strait of Hormuz?

[Bloomberg] Iran War Chokepoints Begin to Cast Doubt on Global Chip Supply

[Bloomberg] Trump Floats Xi Summit Delay If No Help on Hormuz, FT Says

[Bloomberg] War in Iran Is Chewing Through American Missile Stockpiles

[Bloomberg] China Reins in Fertilizer Exports as War Pushes Up Global Prices

[Bloomberg] Silver Rout Was Worsened by ‘Destabilizing’ Leveraged ETF Spree, BIS Says

[Bloomberg] Trump ‘Thrilled’ With FCC’s Carr Warning Networks on Coverage

[Bloomberg] China Home Prices Drop at Slower Pace as Slump Abates

[NYT] Entering War’s Third Week, Trump Faces Stark Choices

[NYT] Iran War Risks Sharpening Fed Divisions Over Rate Cuts

[NYT] ‘It’s Just Crazy’: High Car Payments Make Ownership Feel Impossible

[WSJ] Oil Industry Warns Trump Administration That Fuel Crunch Will Likely Worsen

[WSJ] Hack on U.S. Medical Company Shows Reach of Iran’s Cyber Capabilities

[WSJ] White House Tries to Build Coalition on Iran to Address Energy Crisis

[WSJ] Iran War Hits Europe With an Energy Shock It Can’t Afford to Absorb

[WSJ] Inside a $42 Billion Private-Credit Black Box: More Black Boxes

[WSJ] Bank of Japan Faces Familiar Dilemma as Iran Conflict Stirs Inflation

[FT] Donald Trump warns Nato faces ‘very bad future’ if allies fail to help US in Iran

[FT] Iran war reawakens global inflation fears

[FT] Why Hormuz will haunt us long after this war ends

[FT] Wall St underestimates private capital problems, says top credit hedge fund

[FT] Retail investors pull billions from private capital’s credit gold mine

[FT] Rising prices push US car ownership costs to breaking point

[FT] China’s economy rebounds ahead of Iran crisis

Sunday Evening Links

[CNBC] U.S. oil prices top $100 as Trump administration threatens strikes on Iran’s crude export facilities

[CNBC] Stock futures rise slightly as oil hovers at $100 with S&P 500 on 3-week losing streak: Live updates

[Yahoo/Bloomberg] Oil Market Set for Tumultuous Week as Kharg Attack Raises Stakes

[AP] Trump’s call for countries to send warships to protect the Strait of Hormuz brings no promises

[Yahoo/Bloomberg] Trump suggests Iran ready to end war as Tehran sees no talks

[Yahoo/Bloomberg] Pentagon Sees Iran War Lasting Up to Six Weeks, Trump Aide Says

[Yahoo/Bloomberg] FCC’s Carr Threatens Broadcast Licenses Over News Coverage

[Yahoo/Bloomberg] Gulf Economies at Risk of Worst Slump Since 1990s on Iran War

[Bloomberg] Trump Leaves Allies and Foes Guessing on His Endgame for Iran

[Bloomberg] Bond Market in Oil’s Grip Ponders Shifting Focus to Growth Worry

[Bloomberg] Iran War Catapults Asia to the Frontline of a Global Energy Crisis

[Bloomberg] That 70s Show Is Getting an Oil Spike Rerun

[WSJ] What Are Trump’s Options for Securing the Strait of Hormuz?

[WSJ] Oil Industry Warns Trump Administration Fuel Crunch Will Likely Worsen