Wednesday's News Links

[CNBC] Stocks are higher to start the month as optimism around Iran war ending grows: Live updates

[Yahoo/Bloomberg] Oil Slides as Traders Weigh Optimism Over Iran War Resolution

[Yahoo/Bloomberg] Gold Extends Three-Day Gain After Trump Signals End to Iran War

[Reuters] Asia markets rally on optimism Iran war could end soon

[AP] Trump claims Iran president wants ceasefire; no response from Iran

[CNBC] Trump says Iran’s president asked for ceasefire, but U.S. wants Hormuz Strait open first

[Yahoo/Bloomberg] Trump Envisions Withdrawal from Iran Within Two to Three Weeks

[AP] Live updates: Trump claims Iran’s president wants a ceasefire ahead of his address to Americans

[Axios] Trump's mixed messages on Iran perplex his own team

[Axios] Trump's blurry vision of victory in Iran

[Reuters] US eyes a swift end to war as fresh attacks hit Gulf states and Iran

[CNBC] Private sector hiring totaled 62,000 in March, better than expected, ADP says

[AP] Retail sales rise 0.6% in February, but impact of Iran war threatens to derail spending

[Yahoo/Bloomberg] US Mortgage Rates March Higher to Seven-Month High of 6.57%

[Axios] Data center boom rivals energy's biggest sectors

[Reuters] Mega IPOs set to test US market depth despite volatility

[Yahoo/Bloomberg] Amazon Fuels Record First Quarter for Company Bond Sales in EMEA

[Politico] Trump says he’s considering pulling out of NATO

[Politico] ‘Beyond what we could imagine’: Europe’s coming energy crunch

[Bloomberg] Credit Derivative Trading Shatters Records on Iran War, AI Fears

[Bloomberg] Massive Short Squeeze Fogs Market’s View on Iran Peace Prospects

[Bloomberg] Fed Faces War-Driven Inflation With Credibility Already Frayed

[Bloomberg] Are We Headed for Another Food Price Crisis?

[Bloomberg] Trump’s Delayed Xi Summit Gives US-China Irritants Room to Grow

[Bloomberg] America’s AI Build-Out Hinges on Chinese Electrical Parts

[Bloomberg] Subprime Lender Goeasy Sees Elevated Writeoffs Before Business Improves

[WSJ] What Banks Stand to Lose From the Private-Credit Mess

[WSJ] He Brought Private Credit to the Masses. Now the Masses Are Fleeing.

[WSJ] The Year Is Off to the Strongest Start for Big Deals Ever

[WSJ] Your Summer Travel Is About to Be Hit With Fuel Surcharges

[WSJ] Iran Takes Aim at the Industries Behind the Gulf’s Pivot From Oil

[FT] Iran war shock is intensifying risks to financial system, says BoE

[FT] ‘Desperate’ Asia turns to Russian oil amid Iran energy shock

[FT] Record number of megadeals agreed in first quarter of the year

Tuesday Evening Links

[CNBC] Stock futures are little changed after major averages post best session since May: Live updates

[AP] The Dow surges more than 1,100 points as Wall Street soars to its best day since last spring

[AP] Trump says securing Strait of Hormuz is ‘not for us’

[AP] Iran remains a stubborn foe after absorbing massive US-Israeli attacks

[Axios] China and Pakistan present new Iran deal: Ceasefire for opening Hormuz

[AP] A US journalist was kidnapped in Baghdad and a search is underway, Iraqi officials say

[Axios] Private equity's next step into 401(k)s

[Axios] Trump's White House ballroom project halted by judge

[Bloomberg] Bond Traders Ditch Inflation Bets as Oil Surge Threatens Growth

[Bloomberg] Goldman Tells Clients Eager to Short Loans Its Tool Isn’t Ready

[NYT] Trump’s Executive Order on NPR and PBS Is Unconstitutional, Judge Rules

[WSJ] Trump and the Hormuz Stakes

[WSJ] Oracle Lays Off Workers Amid Heavy AI Investment

[WSJ] China Keeps Trying to Punish Tokyo

[FT] Donald Trump rebukes France as tensions rise with Europe over Iran war

[FT] Iran war gives Chinese exporters chance to grab global market share

Tuesday Afternoon Links

[CNBC] Dow rallies 900 points as optimism grows for an end to the Iran war: Live updates 

[AP] Trump lashes out at allies as Iran war and strait closure push fuel prices higher

[AP] Job openings slide to 6.9 million in February, another hint of sluggish hiring in America

[AP] US consumer confidence inches up despite soaring gas prices brought on by war in Iran

[Yahoo/Bloomberg] Barclays Predicts Growing Treasury Market Will Need Bailouts

[Bloomberg] How Iran Is Leveraging Its Chokehold on the Strait of Hormuz

[Bloomberg] Hormuz Flows Tick Up for Iran-Approved Ships Amid Gulf Blockade

[Bloomberg] US Banks’ Private-Credit Zeal Fuels $348 Billion Pile of Loans

[Bloomberg] Private Equity Racks Up $94 Billion Debt in 2025 to Fund Payouts

[Bloomberg] Fed’s Schmid Warns Inflation Could Get Stuck Close to 3%

[Bloomberg] M&A Tally Hits $1.3 Trillion as Unilever Joins Megadeals Parade

[WSJ] Fed Should Be Ready to Act to Address Inflation Concerns, Kansas City Fed’s Schmid Says

[WSJ] America Faces Tough Choices in Iran