Thursday Evening Links

[CNBC] Stock futures slip as traders monitor fragile ceasefire between U.S. and Iran: Live updates

[Axios] Strait of Hormuz stays shut as Trump demands Iran stop tolls

[Reuters] Hormuz at near standstill as Iran warns ships to keep to its waters

[Yahoo/Bloomberg] Trump Threatens Iran on Hormuz Fee as Israel Strikes Lebanon

[AP] Live updates: Netanyahu approves talks with Lebanon after Israeli strikes imperil Iran ceasefire

[Reuters] Kuwait condemns drone attacks on vital facilities, Iran denies involvement

[Reuters] Saudi Arabia says attacks cut oil output and East-West Pipeline flow

[Reuters] Fitch cuts FS KKR Capital rating to junk territory as asset quality weakens

[AP] Travelers face higher costs and fewer flight options as jet fuel prices swing

[Reuters] Carlyle's private credit flagship fund latest target of investor exodus

[Politico] Trump vented at Rutte over NATO inaction on Iran during turbulent meeting

[Bloomberg] Netanyahu-Trump Divisions on Iran War Threaten to Box In US

[Bloomberg] The Iran War Is China’s Global Payments Debut

[Bloomberg] Forever Stamp Prices to Rise 5% This Summer

[WSJ] Noonan: In Gut We Trust?

Thursday Afternoon Links

[CNBC] Stocks gain for a second day on hope Iran ceasefire can be sustained: Live updates

[Yahoo/Bloomberg] Oil Rises in Choppy Session as Mideast Peace Talks Progress

[Yahoo/Bloomberg] Gold Advances as Traders Weigh Fragile Ceasefire in Iran War

[CNBC] The Strait of Hormuz is not open as Iran controls access after ceasefire, UAE oil CEO says

[Yahoo/Bloomberg] US, Iran Prepare for Talks With Lebanon Conflict Unresolved

[Axios] Netanyahu announces negotiations with Lebanon after U.S. pressure

[Yahoo/Telegraph] Iran war risks triggering 2008-style financial crisis, warns Bank of England chief

[Bloomberg] IMF Chief Says Oil Shock Tests a World With Little Fiscal Buffer

[Bloomberg] War Has Caused Lasting Damage to the Dollar System

[Bloomberg] US Wage Growth Is Increasingly K-Shaped With Largest Divide Since 2015

[Bloomberg] Wildfires Race Across US as Drought Spans Half the Nation

[WSJ] Carlyle Private-Credit Fund Hit With Redemption Requests Totaling 15.7%

[WSJ] Surging HOA Fees Are Pushing Homeowners to the Brink

[FT] The chips chokehold that could end the AI investment boom