Wednesday's News Links

[CNBC] Stocks rise on report that the U.S. has sent Iran a plan to end the war: Live updates

[CNBC] Oil prices fall as Iran signals safe passage for ‘non-hostile’ ships through Strait of Hormuz

[Yahoo/Bloomberg] Gold Extends Gains as Reports of Iran War Talks Offer Respite

[CNBC] Iran won’t accept U.S. effort at cease-fire in war, state media reports

[MSN] Iran is ready to end war on Trump's offer but with these five conditions met

[AP] Live updates: Iran receives 15-point US ceasefire proposal from Trump administration, Pakistan officials say

[AP] Trump administration offers 15-point ceasefire plan to Iran

[Axios] Iran suspects Trump's peace talk push is another trick

[Yahoo/Bloomberg] Iran Demands Crew, Cargo Details to Send Ships Through Hormuz

[Reuters] US expected to send thousands more soldiers to Middle East, sources say

[Reuters] Western powers were unable to secure shipping in the Red Sea. Hormuz will be harder

[Reuters] Pentagon says it will ramp up war supplies with defense companies

[Reuters] Hezbollah chief rejects talks with Israel under fire, vows fighters will continue 'without limits'

[Yahoo/Bloomberg] US Mortgage Rates Jump Further to Five-Month High of 6.43%

[Axios] Mysterious trading patterns follow Trump into war

[Politico] ‘The worst I’ve seen’: Oil industry grapples with the fallout from US-Israel war with Iran

[CNBC] Private credit’s ‘zero-loss fantasy’ is coming to an end as defaults and fund exits rise

[Axios] Private credit is looking shakier

[Reuters] Barclays pulls back on asset-based lending after MFS, Tricolor collapse, Bloomberg News reports

[Reuters] US current account deficit contracts sharply in the fourth quarter

[AP] Top central banker thinks businesses may be quicker to raise prices due to Iran war

[Reuters] Taiwan says US has 'high' urgency in speeding up weapons deliveries

[Politico] Trump’s ‘absurdly incoherent’ Iran pleas leave allies befuddled

[Bloomberg] US Import Prices Jumped by the Most Since 2022 Ahead of War

[Bloomberg] Iran’s Potential Peace Negotiator Known for Strongman Approach

[Bloomberg] Asia Braces for Worst-Case Energy Scenarios as Iran War Drags On

[Bloomberg] Europe Faced With Near-Empty Gas Stores Just as War Hits Supply

[Bloomberg] Nations Race to Secure Enough Fertilizer and Prevent Food Crisis

[Bloomberg] Tricolor Implosion Pits Wall Street Against Immigrant Car Buyers

[NYT] The Choking of Hormuz

[NYT] In Iran War, Cheap Drones Remain Wild Card

[NYT] What Happened After a U.S. Warship Hit an Iranian Mine in 1988

[WSJ] A ‘Wannabe Strongman’ Rises in Iran as Trump Seeks a Dealmaker

[WSJ] How Americans Are Navigating Higher Energy Costs on Every Front

[WSJ] ECB Would Need ‘Forceful’ Response if Inflation Surges, Says Lagarde

[WSJ] Iran Suspected of Directing Attacks in Europe, Creating Bogus Group to Claim Responsibility

[FT] Iran’s military leaders dismiss Donald Trump’s deal claims

[FT] Hedge fund Caxton extends losses to $1.3bn as Iran war rocks markets

[FT] Christine Lagarde says ECB ready to raise interest rates ‘at any meeting’

Tuesday Evening Links

[CNBC] Stock futures rise on report that the U.S. has sent Iran a plan to end the war: Live updates

[Reuters] US oil prices fall on prospect of Middle East ceasefire easing supply disruption

[Yahoo/Bloomberg] US Sees ‘Possibility of Diplomacy’ With Iran as War Costs Rise

[AP] Live updates: US to deploy around 1,000 troops from the 82nd Airborne Division to the Middle East

[AP] Airstrikes hit Iran as it attacks Israel and Gulf states while diplomatic efforts accelerate

[Reuters] Iran tells UN: 'non-hostile' ships can transit Strait of Hormuz

[AP] What to know about possible talks to wind down the Iran war

[AP] Prosecutor conceded lack of criminal evidence in Federal Reserve investigation, transcript shows

[AP] Record-smashing heat spreads: ‘Basically the entire US is going to be hot’

[Bloomberg] Chevron Warns California Risks Fuel Crisis Unless Iran War Eases

[Bloomberg] Bond Market Nears ‘Inflection Point’ After War-Related Selloff

[Bloomberg] Fed’s Barr Says Rates May Need to Hold Steady for ‘Some Time’

[Bloomberg] Retail Traders Are Selling Stocks for First Time Since 2023

[Bloomberg] Prominent Researcher Exits NASA, Citing US Attacks on Science

[NYT] New Limits on Investors and a Debt Downgrade Add to Private Credit Woes

[WSJ] The Fog of Diplomacy in Iran

Tuesday Afternoon Links

[CNBC] S&P 500 is little changed as Wall Street tries to build on Monday’s rally: Live updates

[Yahoo/Bloomberg] Oil Advances on Report of US Troop Deployment to Middle East

[Axios] U.S. awaits Iran's response on peace summit as Israel watches warily

[AP] Live updates: Pakistan’s prime minister says his nation is ready to facilitate talks to end Iran war

[CNBC] Kuwait says Strait of Hormuz closure is beyond catastrophic, will trigger domino effect across global economy

[Bloomberg] Citadel Securities Nets Record $12 Billion Trading Haul in 2025

[FT] Iran says ‘non-hostile’ ships can transit Strait of Hormuz