Tuesday's News Links

[CNBC] Stocks gain after oil pullback, strong earnings: Live updates

[Yahoo/Bloomberg] Oil Declines as Fragile Truce Holds Following Hormuz Clashes

[Reuters] Mapping the Market: US yields are forming pattern that augurs a rise

[Yahoo Finance] The long bond is back in Wall Street's danger zone

[Yahoo/Bloomberg] Alphabet Returns to Euro Debt Market for Latest AI Megabond Deal

[Yahoo/Bloomberg] US-Iran Ceasefire Holds After Hormuz Clashes and UAE Strikes

[AP] Live updates: Hegseth and Caine say ceasefire between the US and Iran is not over

[Yahoo/Bloomberg] Ships Cluster Further From Hormuz Strait as Iran Widens Grip

[Axios] AI's $1 trillion risk keeps growing

[Yahoo/Bloomberg] AI’s Hottest Private Companies Have Booming Crypto Shadow Market

[Yahoo/Bloomberg] Europe Is Facing Stagflationary Shock, EU’s Dombrovskis Says

[Yahoo/Bloomberg] France Says EU Will Retaliate If US Threatens Its Industries

[Bloomberg] Key US Yield at 5% Highlights Mounting Pressure in Bond Market

[Bloomberg] UK Bond Selloff Pushes 30-Year Yield to the Highest Since 1998

[Bloomberg] US Trade Gap Widened in March as Imports Outpaced Exports

[Bloomberg] Just a Few Stocks Driving S&P 500 Rally Triggers Dot-Com Bubble Flashbacks

[Bloomberg] One Calf Shows Why Record Beef Prices Still Aren’t Coming Down

[Bloomberg] Debt Crisis Brewing in Brazil as 8 Million Firms Miss Payments

[Bloomberg] Indonesia Intervenes in Markets as Rupiah Sets New Record Low

[Bloomberg] RBA Delivers Third Straight Rate Hike, Cementing Outlier Status

[Bloomberg] Ukraine’s Drones Now Strike 1,000 Miles Inside Russia

[NYT] As Oil Prices Stay High, China Doubles Down on Wind Power

[WSJ] Attacks on U.S. Warships in Strait Test Trump’s Desire to End Iran War

[WSJ] Iran Is Using Its 1980s Playbook, Plus Drones, to Cripple Global Shipping

[WSJ] Beijing Deploys Long-Threatened Economic Arsenal Against U.S. Pressure

[WSJ] China Steps Up U.S. Sanctions Fight, Defying Blacklisting Over Iranian Oil

[WSJ] HSBC Takes $400 Million Hit From Private-Credit Alleged Fraud

[FT] Fragile US-Iran ceasefire on even shakier ground after latest strikes

[FT] The growing risk of a ‘non-linear spike’ in oil prices

[FT] Consumers face more pain as companies threaten price rises

[FT] UK long-term borrowing costs hit highest level since 1998

[FT] Australia bucks global trend and raises interest rates

Monday Evening Links

[CNBC] Stock futures are little changed as Wall Street eyes latest developments in Middle East and oil prices: Live updates

[Reuters] Oil prices jump 6% as Iran sets UAE oil port ablaze, strikes vessels in Strait of Hormuz

[Reuters] S&P 500 falls from record high on Middle East worries

[Axios] U.S. and Iran exchange fire in strait as Trump attempts to open shipping lane

[AP] Live updates: US pushes to reopen Strait of Hormuz as Iranian attacks on UAE strain ceasefire

[CNBC] Pirro changes course in Fed investigation, move unlikely to satisfy Powell

[Yahoo/Reuters] Global finance leaders flag shifting capital flows, AI impact at Milken

[Reuters] Exclusive: US intelligence indicates limited new damage to Iran's nuclear program, sources say

[Bloomberg] SEC Investigating Alleged Fraud in Private Credit, Atkins Says

[NYT] U.S. Warns China Over Iranian Oil as Sanctions Fight Intensifies

Monday Afternoon Links

[CNBC] Dow falls 500 points as oil jumps on fear Iran conflict set to flare up again: Live updates

[Yahoo/Bloomberg] Oil Surges After Iran Strikes Energy Facility in UAE’s Fujairah

[AP] Live updates: United Arab Emirates warns of Iranian attacks as US claims progress in Strait of Hormuz

[AP] UAE says Iran has resumed attacks as the US moves to reopen the Strait of Hormuz

[Axios] Iran ceasefire in peril as UAE says it's under attack

[CNBC] Traffic in the Strait of Hormuz won’t return to normal until August or later, according to Kalshi traders

[Yahoo/Reuters] US factory orders rise more than expected in March

[Yahoo Finance] Apollo Global president says it'll take 'all the markets' to fund AI spending

[Yahoo/Bloomberg] GameStop Makes $56 Billion Bid for eBay, Four Times Its Size

[Bloomberg] Fujairah Oil Terminal Struck in Latest Aerial Attacks on UAE

[Bloomberg] Ships Pull Back as Iran Expands Control in Strait of Hormuz

[Bloomberg] Khosla Warns Software Pain Will ‘Taint Everything’ Across Credit

[NYT] Europeans Prepare for a More Dangerous World in a Time of Economic Upheaval

[FT] Iran warns US Navy over Strait of Hormuz as UAE intercepts missiles

[FT] The oil price crunch is looming

[FT] China is building soft power as Trump burns bridges