Check Out the New Z.1 Charts at thecreditbubblebulletin.com

To visualize historic Bubble excess, a variety of Z.1 charts are available on the “Charts” page at the new website, thecreditbubblebulletin.com.  Also, Z.1 analysis with charts available on the site’s “Latest Z.1” page.

Tuesday Evening Links

[Yahoo/Reuters] As chair, Warsh finally has a chance to put stamp on Fed balance sheet

[CNBC] Fed Chair Warsh expected to withhold ‘dot’ from central bank’s interest rate outlook

[Axios] Breaking down the billions Iran could receive under Trump's deal

[Yahoo/Bloomberg] US, Iran Prepare for Deal Signing as Financial Details Emerge

[Bloomberg] Bond Options Traders Split on Fed Rate Path as Warsh Era Begins

[Bloomberg] Private-Credit Defaults Match 2023 High in a KBRA Index

[Bloomberg] Citadel Securities Sees Risk of Fed Starting Hiking in September

Tuesday Afternoon Links

[CNBC] Dow jumps 400 points as oil drop fuels economy bets; Chip rollover knocks Nasdaq: Live updates

[Reuters] Oil prices fall 5% to 3-month low on hopes Strait of Hormuz will open

[Yahoo/Bloomberg] Gold Advances as Trump Touts Reopening of Hormuz This Week

[Yahoo/Reuters] US single-family housing starts slide to eight-month low; imported inflation increases sharply

[Bloomberg] US Import Prices Rise Most in Nearly Four Years on War, AI Boom

[Bloomberg] US-Iran Deal Set to Offer Iran Broad Financial Gains to End War

[Bloomberg] Debt Chiefs Tout Benefits of Hedge Fund Growth in Bond Markets

[FT] The White House’s capricious controls on Anthropic