Monday Evening Links

[CNBC] Stock futures are little changed after Wall Street starts the week with losses, hurt by higher oil prices and rising yields: Live updates

[Yahoo/Bloomberg] Trading Day: Bonds play the blues

[CNBC] 30-year Treasury yield tops 5.31%, the highest in 19 years

[Yahoo/Bloomberg] Jane Street’s $15 Billion Loss Lays Bare Its Hedge Fund Side

[Yahoo/Bloomberg] Anthropic Revenue Run Rate Surpasses $65 Billion Ahead of IPO

[Bloomberg] US High-Grade Bond Sales Set August Record in Year Full of Them

[Bloomberg] Foreign Holdings of Treasuries Fell in June, Led by Japan Drop

[NYT] As Iran Truce Expires and Options Shrivel, Trump Lashes Out

[NYT] Nation’s Largest Reservoirs Are Drying Up, Threatening Life in the Southwest

[WSJ] How Wall Street Sussed Out That Situational Awareness Was On the Ropes

[FT] US tech stock correction likely, warn ECB economists

[FT] Mark Carney in last-ditch effort to avoid Donald Trump’s latest tariffs

Monday Afternoon Links

[CNBC] S&P 500 falls as oil prices rise amid Iran tensions: Live updates

[Yahoo/Bloomberg] US Bond Selloff Drives 30-Year Yields to Highest Since 2007

[Reuters] Iran threatens to go on offensive in Strait of Hormuz if diplomacy with US fails

[Reuters] Trump says Iran should surrender, threatens to bomb Oman 

[Yahoo/Reuters] US home builder sentiment ticks up in August but remains weak overall

[Yahoo/Reuters] One neutral rate estimate suggests Fed's policy stance is accommodative, paper says 

[Axios] The global stakes of China's slowdown

[Bloomberg] Nvidia Will Back OpenAI Project With as Much as $105 Billion

[Bloomberg] Citadel Securities Says Spiking Yields Reflect Fed Policy Risk

[Bloomberg] Microsoft-Tied ‘Project Odyssey’ Bond Lures Buyers at Junk Yield

[Bloomberg] Russia Is Already Waging Hybrid War in Europe, Latvia Says

[NYT] ‘Buy Now, Pay Later’ Lenders Pitch Loans for Needs Like Electricity and Rent