It's Time to Closely Monitor the Financial Conditions Indicators

Check out the new site - thecreditbubblebulletin.com.  The “Timely Charts” on the home page and the “Financial Conditions” section of the “Charts” page are updated daily to help monitor for key market developments. 

Tuesday Afternoon Links

[CNBC] S&P 500 gains after light inflation data, bounce in chip stocks: Live updates

[Yahoo/Reuters] Oil prices rise 2% as US blockade on Iran stokes supply fears

[AP] Live updates: Trump drops plan to charge ships in Strait of Hormuz ahead of deadline for US blockade

[Reuters] After Hormuz, Iran turns to Red Sea gateway as new pressure point

[Axios] Scoop: Trump tells Netanyahu to move forces out of Syria and Lebanon

[Axios] Fed's Warsh stays mum on rate plans, pledges price stability

[AP] Warsh says Fed has ‘no tolerance’ for high inflation but provides no hints on next move

[CNBC] Warsh pledges Fed policy ‘regime change’ to rid inflation ‘tax’ on American people

[Yahoo/Reuters] Warsh says markets to get ample notice to any Fed balance sheet changes

[Yahoo/Bloomberg] Wall Street Traders Seize on Fervor and Fear to Shatter Records

[Yahoo/Reuters] Wall Street banks see AI 'super cycle' set to boost deals, financing

[Bloomberg] Wall Street Titans Posted Huge Trading Numbers. Be Worried

[Bloomberg] South Korea’s Leveraged ETFs Have the Worst Timing

[Bloomberg] Major US Power Sale to Show Depth of Grid’s AI Struggle

[NYT] Warsh Reiterates Fed’s Pledge to Get Inflation Down but Doesn’t Specify How

[WSJ] Big Banks’ Profits Surge After a Red-Hot Quarter on Wall Street

[FT] Wall Street banks smash records on stock trading boom

[FT] Brinkmanship in the Strait of Hormuz

[FT] New York becomes first US state to suspend data centre development