Monday's News Links

[CNBC] European stocks highest since March 2 as U.S.-Iran talks continue; euro zone bond yields drop on peace hopes

[CNBC] Oil prices fall 5% after Trump says Iran talks proceeding in a ‘constructive manner’

[CNBC] Oil market at ‘tank bottoms’ in Asia, and Europe isn’t far behind, warns market veteran Jeff Currie

[Yahoo/Bloomberg] Gold Jumps as Prospects of Iran Deal Temper Inflation Concerns

[Yahoo/Bloomberg] US, Iran Edge Closer to Deal But Still Need to Negotiate Points

[AP] What we know and don’t know about the emerging deal to end the Iran war

[Yahoo/Reuters] Analysis-Trump and Warsh's fates are now tied, for better or worse

[Reuters] Hedge fund tech positions hover near record highs, Goldman Sachs says

[Yahoo/Bloomberg] Huawei Touts Chip Breakthrough to Shorten Gap With TSMC

[Bloomberg] Japan Bonds Face Homegrown Downside Risks Even as Oil Retreats

[Bloomberg] Japan Bond Yield Surge Deepens Regional Bank Stock Divide

[Bloomberg] AI Rally Drives Best Run in Global Momentum Stocks on Record

[Bloomberg] Iran War Squeezes India’s Gas Power Supply as Demand Hits Record

[NYT] To Get the Strait Open, Trump Had to Leave the Hardest Issues for Later

[WSJ] Iran Talks Bog Down Over Nuclear Program, Sanctions Relief

[FT] Donald Trump says US will not ‘rush into a deal’ with Iran as talks continue

[FT] Rubio says Washington will find ‘another way’ if peace talks with Iran fail

[FT] US consumers face looming spending squeeze as Trump tax rebates fade

[FT] El-Erian: Investors can no longer rely on a ‘policy put’

[FT] Bank lending to UK businesses falls to lowest level in nearly 30 years

Sunday Evening Links

[CNBC] Oil prices fall more than 4% after Trump says Iran talks proceeding in a ‘constructive manner’

[Yahoo/Bloomberg] Treasury Market Ushers in Warsh Era With Bets on 2026 Rate Hike

[AP] Trump says not to rush as details emerge of a potential Iran deal

[Yahoo/Bloomberg] Hassett says ending Iran war may create room for Fed rate cut

[Bloomberg] Gold Gains as Prospects of Iran Deal Temper Inflation Concerns

[Bloomberg] Xi Attacked Japan’s Rearmament During Trump Summit, FT Says

[NYT] Reopening of Strait of Hormuz Still a Question Mark

[WSJ] Trump Says He Is in No Rush for an Iran Deal That Is Far From Finished

[WSJ] Will Trump Bail Out Iran’s Regime?

[WSJ] This Summer’s Teen Job Market Is the Toughest in Decades

[FT] Xi Jinping railed against Japan’s ‘remilitarisation’ at Donald Trump summit

[FT] Russia pounds Ukraine with hypersonic ‘Oreshnik’ missile