Monday's News Links

[CNBC] S&P 500 edges lower as Iran peace talks stall, oil rises: Live updates

[Yahoo/Bloomberg] Oil Rises as Stalled US-Iran Peace Talks Keep Hormuz Strait Shut

[Yahoo/Bloomberg] Bond Traders Eye Packed Week of Rate Decisions for Sell Signals

[AP] Live updates: Iran offers to reopen Strait of Hormuz if US lifts its blockade and the war ends, officials say

[Axios] Iran offers U.S. deal to reopen strait but postpone nuclear talks

[Yahoo/Bloomberg] Goldman Hikes Oil Forecasts Again as ‘Hormuz Shock’ Builds

[Reuters] Global consumer companies face pricing stress test from oil shock

[Reuters] Two months into Iran war, economic strain mounts across emerging markets

[AP] Tired and worried, seafarers have been stranded in the Persian Gulf for weeks

[Yahoo/WSJ] Fed Chair Powell Confronts His Final Big Decision: Stay or Go

[Yahoo/WSJ] China Bans Meta’s Acquisition of Manus on National Security Grounds

[CNBC] More apartments, more deals: Why nearly 40% of landlords are offering concessions right now

[Bloomberg] Dual Hormuz Blockade Cuts Ship Transits to Near Zero

[Yahoo/Reuters] Iran war disrupts the circuit board supply chain, raises costs for tech firms

[Bloomberg] Goldman Says Hedge Funds Use Rally in US Stocks to Offload Risk

[Bloomberg] The World’s Food Supply Is Under a Quadruple Attack

[NYT] Iran and U.S. Sink Into Awkward Limbo of ‘No War, No Peace’

[NYT] The Iran War Is Starting to Expose Cracks in China’s Economy

[NYT] We Will Be Paying for the Iran War for a Very Long Time

[NYT] The U.S. Started the War. The Rest of the World Is Feeling the Effects.

[WSJ] The AI Splurge Is Costing Big Tech Its Workforce'

[FT] Top central banks gamble they have time on inflation risks

[FT] Oil could trade at nearly $120 if war drags on, Goldman Sachs warns

[FT] Former Apollo risk chief says some new life insurers could struggle in downturn

Sunday Evening Links

[CNBC] Stock futures fall as Iran peace talks stall, oil rises: Live updates 

[CNBC] Brent oil tops $107 per barrel after Iran peace talks stall

[Yahoo/Bloomberg] Bond traders eye packed week of rate decisions for sell signals

[Yahoo/Bloomberg] Record-Setting Momentum Rally Is Drawing Doubters

[AP] Live updates: Top Iranian diplomat arrives back in Pakistan after talks with US canceled

[AP] A fast-growing Georgia wildfire tops 31 square miles, with evacuations possible

[WSJ] Aborted Pakistan Trip Leaves Trump With Tough Choices on Iran Talks

[WSJ] Tillis Drops Objection to Warsh’s Fed Nomination

[WSJ] The Credit Bubble Everybody’s Ignoring

Sunday's News Links

[Yahoo/Bloomberg] US-Iran peace talks stall as conflict nears two-month mark

[AP] Live updates: Iran president calls on US to end blockade

[AP] Iran’s foreign minister returns to Pakistan as Islamabad races to save negotiations with US

[Yahoo/Bloomberg] Hormuz tracker: Traffic halted with blockades firmly in place

[Reuters] Week Ahead: The Fed is watching inflation

[CNBC] Sen. Tillis prepared to end blockade of Fed chair nominee Kevin Warsh

[Yahoo/Bloomberg] Fed set to lead uneasy G-7 with rates kept on hold this week

[Yahoo/Bloomberg] DOJ’s partial reversal on Powell probe keeps Fed drama alive

[Yahoo/WSJ] Warhol Is Out, Gulfstreams Are In: The Superrich Are Souring on Art

[Yahoo/Bloomberg] Ukraine Attacks Russia Fertilizer Plant and Oil Refinery

[NYT] U.S. Sanctions Zigzag in New World of Economic Warfare

[NYT] How Do You Measure A.I. Firms’ Gargantuan Energy Plans? In ‘Bragawatts.’

[WSJ] Aborted Pakistan Trip Leaves Trump With Tough Choices on Iran Talks

[WSJ] See How the Energy Crisis Is Spreading Across the World

[WSJ] America’s Pandemic Car Bubble Is Now Trapping Buyers in Debt

[WSJ] The Race to Make the World’s Most In-Demand Machine

[FT] What signals can investors expect from the Fed?