Thursday Evening Links

[CNBC] Stock futures rise slightly as S&P 500 looks toward another winning week: Live updates

[Yahoo/Bloomberg] Progress in Iran Talks Undercut Over Uranium, Hormuz Tolls

[Yahoo/Reuters] Trump will swear in Warsh on Friday to lead U.S. Federal Reserve

[AP] Trump calls off AI executive order over concern it could weaken US tech edge

[NYT] Audit Immunity for Trump Family Puts I.R.S. in a Bind

[Bloomberg] Oil Rises After Three-Day Drop With Iran-US Talks in Focus

[Bloomberg] $50 Trillion Safe-Haven Debt Market Upended by Iran War Inflation

[Bloomberg] Hormuz Closure Threatens Recession Rivaling 2008, Rapidan Says

[Bloomberg] Iran Has Destroyed Roughly $1 Billion Worth of US Reaper Drones

[WSJ] Mortgage Rates Hit a Nine-Month High in Blow to Prime Buying Season

Thursday Afternoon Links

[CNBC] S&P 500 is little changed as oil rally loses steam, Nvidia declines after earnings: Live updates

[Reuters] US Treasuries selloff exacerbated as mortgage investors hedge against rising yields

[Yahoo/Bloomberg] Deere Shares Tumble With Farmers Facing ‘Ongoing Challenges’

[Reuters] Trump demands Iran's uranium and no tolls on Hormuz ships

[Yahoo/Bloomberg] Iran in Talks With Oman Over Permanent Toll System for Hormuz

[Yahoo/Reuters] Some Fed officials and staff are fretting about state of financial markets

[Yahoo/Bloomberg] Fed’s Barkin Says Repeated Supply Shocks Test Inflation Anchor

[AP] Average US long-term mortgage rate climbs to 6.51%, highest level in nearly nine months

[Yahoo/Bloomberg] Homebuyers Hammered as War-Fueled Bond Rout Drives Rates Higher

[Yahoo/Bloomberg] Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings

[The Hill] Groceries just had the biggest price hike in years. It’s about to get even worse, experts warn

[Reuters] Russia flexes nuclear muscles as tensions rise with NATO

[Bloomberg] US Manufacturing Expands Most in Four Years on Stockpiling Rush

[Bloomberg] Private Credit’s Unthinkable Becomes Reality as Trading Revs Up

[WSJ] Trump Postpones AI Executive Order Due to Concerns About Overregulation

[WSJ] The Memorial Day Barbecue Is Starting to Cost a Small Fortune

[WSJ] Fed’s Barkin Says Raising Rates Doesn’t Address Supply Shock-Driven Inflation

[FT] Kraken El Niño is coming for the crops