Thursday Afternoon Links

[CNBC] Stocks fall again as oil prices rise, Dow loses 300 points: Live updates

[Yahoo/Bloomberg] Oil and Gas Prices Jump as Strikes on Gulf Facilities Escalate

[Yahoo/Bloomberg] Bonds Tumble Worldwide as Iran War Stokes Bets on Rate Hikes

[Yahoo/Bloomberg] US Crude Is Lagging Behind as Global Oil Prices Skyrocket

[CNBC] Government bonds face ‘perfect storm’ as Iran war rattles Europe’s central banks

[AP] Live updates: Iran retaliates on Gulf energy sites as stocks sink worldwide

[Yahoo/Bloomberg] Iran Attacks Energy Sites, Defying Trump Calls for Restraint

[AP] The targeting of key Gulf energy infrastructure raises the risk of long-term disruption

[CNBC] January new home sales plunge to the lowest pace since 2022

[AP] DOJ investigation into Powell could backfire on Trump and keep Fed chair in office

[Bloomberg] Wall Street Faces a $5.7 Trillion Triple-Witching Jolt on Friday

[Bloomberg] Israel Shrugs Off Trump’s Rebuke Over Attack on Iran Gas Field

[Bloomberg] US Allies See No Way of Opening Hormuz Strait During War

[Bloomberg] Position Wash-Outs in Few Manic Minutes Spurred Fed Hike Pricing

[Bloomberg] JPMorgan, Goldman Offer Hedge Funds Way to Short Private Credit

[Bloomberg] Citi Gave £100 Million Credit Line to Lender Backed by MFS’ Raja

[NYT] Banking Regulators Prepare to Loosen Post-Crisis Capital Rules

[WSJ] ‘It’s a Nightmare’: Rapid Battlefield Shifts Leave Markets Trading Blind

[WSJ] Pentagon Will Ask for More Money to Fund Iran Campaign

[WSJ] Big Banks Score Win Under New Plan to Loosen Capital Rules

[WSJ] The Credit Engine Behind China’s Economy Is Sputtering

[FT] Trump struggles to distance himself from Israel over strike on Iran gasfield

[FT] Europe needs to prepare now for an extended energy shock

[FT] Japan rebels over $6bn fee for SoftBank under US trade deal

[FT] War between Afghanistan and Pakistan has much wider consequences