Monday's News Links

[CNBC] Stocks are higher to start the week as U.S. oil reverses gains, chipmakers rise: Live updates

[CNBC] Oil prices erase gains after Iran says U.S. talks could be pursued based on national interests

[Reuters] Bonds unsettled as oil and gas climb, earnings loom for AI

[CNBC] ‘Give me my money back’: South Korean traders’ leveraged SK Hynix, Samsung bets unravel after selloff

[AP] US launches more airstrikes against Iran after announcing another death of a service member

[Yahoo/Bloomberg] US Bombs Iran for Ninth Day as Standoff Over Hormuz Deepens

[Reuters] Yemen's Houthis declare naval blockade on Saudi Arabia, widening threat to global oil supplies

[AP] US gas prices hit an average of $4 a gallon again as the US and Iran launch attacks

[AP] As defaults on student loans surge, millions are trying to get their lives back on track

[Yahoo/Bloomberg] China Is Exporting 20% Fewer Magnets to US Despite Trade Truce

[Yahoo/Bloomberg] Burnham Promises New Economic Model in First Speech as UK PM

[Reuters] 'I couldn't breathe': South Korea's frenzied stock trading exposes margin loan risks

[AP] Ukraine fires 400 drones toward Moscow as Zelenskyy grapples with protests

[Reuters] Taiwan says Chinese vessel activity jumps, raising fears for Pacific supply routes

[Bloomberg] Dudley: The Federal Reserve Needs to Tighten Monetary Policy

[Bloomberg] Yemen’s Houthis Vow to Impose Maritime Blockade on Saudi Arabia

[Bloomberg] Oil Tanker Appears to Halt in Hormuz After Iran Targets Vessels

[Bloomberg] Rising Demand for Hedges Hints at Volatility Ahead

[Bloomberg] Wall Street Alchemists Tap Insurers to Unfreeze Private Markets

[Bloomberg] Miami Is Losing Its Claim to a Cheaper Cost of Living Than NYC

[Bloomberg] Chinese Traders Unwind Leveraged Bets at Fastest Pace Since 2016

[Bloomberg] What the Surge in Black Sea Attacks Means for Food Prices

[Bloomberg] Diesel Squeeze in Europe Is Set to Deepen, Morgan Stanley Says

[NYT] American A.I. Giants Face Fresh Tests

[NYT] Tehran and Washington Face a ‘Wake Up Moment’ Over the War

[WSJ] Jordan Becomes New Flashpoint in U.S.-Iran War as Troop Deaths Rise

[WSJ] Iran’s Missiles Have Gotten Faster and Deadlier. The Big Question Is: How?

[WSJ] The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing

[WSJ] Everyday Investors Are Over the Mag Seven and Into New AI Darlings

[WSJ] China State-Owned Funds Buy Nearly $9 Billion in Shares to Support Market

[FT] Yemen’s Houthi rebels threaten blockade against Saudi Arabia

[FT] The new Fed boss is tight-lipped. That might upset the markets

[FT] The AI revolution takes on the world’s most cyclical industry

[FT] Morgan Stanley becomes Wall Street’s top bank for AI debt deals

[FT] Trump is slipping into an Iran quagmire

[FT] Iran’s currency tumbles as renewed conflict threatens economy

[FT] Chinese helium ban threatens supplies to Europe

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. 

Sunday Evening Links

[CNBC] Stock futures are little changed after Wall Street suffers losing week: Live updates

[Bloomberg] Oil Climbs as Middle East Conflict Escalates: Markets Wrap

[Yahoo/Bloomberg] Big Tech Needs to Justify AI Spending as Investors Dump Stocks

[AP] US announces another troop death as Israel warns Tehran’s attacks are coming close

[Axios] Investors blink on the AI trade

[Yahoo/Bloomberg] Bond Traders Take Warsh at Word, See Inflation Fight Continuing

[NYT] Iran War Live Updates: Another U.S. Service Member Is Killed as Two Sides Edge Toward Wider War