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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.

Thursday Afternoon Links

[CNBC] Stocks rebound from Fed sell-off as oil prices slide, chip stocks rally: Live updates

[Yahoo/Bloomberg] Oil Falls as Iran Deal Gets Tankers Moving Through Hormuz

[Yahoo/Bloomberg] US Ends Hormuz Blockade, Downplays Tolls as Negotiations Restart

[Reuters] Oil flowing through the strait, says Vance, but Israeli strikes in Lebanon raise doubts over peace

[Axios] The Warsh Fed's new approach

[Axios] Energy regulators push for faster AI data center grid connections

[Yahoo/Bloomberg] SpaceX Bankers Prepare for Bond Sale of at Least $20 Billion

[Yahoo/Bloomberg] US Student Loan Defaults Rise to 9.2 Million Amid Crackdown

[CNBC] Trump bid to fire Fed’s Lisa Cook cost her more than $1M in legal, security costs: Filing

[Yahoo/Reuters] EU leaders weigh tougher measures to combat China trade imbalance

[BBC] Moscow residents complain of black rain after largest Ukrainian attack hits oil refinery

[NYT] Israel, Stunned by Trump’s Iran Deal, Sees It as a ‘Catastrophic Capitulation’

[NYT] Ukraine Bombards Moscow With One of the Biggest Drone Attacks of the War

[WSJ] Hegseth Announces Review of U.S. Forces in Europe, Threatens NATO Cuts

[FT] The war is over; why aren’t bond yields lower?

[FT] Jet fuel prices tumble on prospect of renewed Gulf exports