Tuesday's News Links

[CNBC] Stocks rise as Treasury yields decline, chipmakers gain ahead of Nvidia earnings: Live updates

[Yahoo/Reuters] Oil hits one-week low as investors shrug off US sanctions on Iran

[Reuters] Gold slips on profit-taking after rally to over three-month high

[Reuters] Iran vows to retaliate after US widens sanctions

[Axios] Trump's Iran "D-Day" leaves sanctions hammer hanging

[AP] Trump’s trade war with Canada could rattle economies in states with key Senate races

[Yahoo/Bloomberg] Trump Eyes Renaming Lake Ontario to Lake America in Canada Spat

[Yahoo/Reuters] Japan's debt-servicing costs seen at record in next fiscal year, Kyodo reports

[Bloomberg] Bessent’s Mentor Druckenmiller Calls Bond Buying a Mistake

[Bloomberg] Xi Signals Defiance as US Threatens Sanctions for Iran Support

[Bloomberg] Jackson Hole Offers Warsh High Profile Slot to Rebut His Critics

[Bloomberg] Trump Laments Lack of US Aluminum Amid Trade Row With Canada

[Bloomberg] Mexico Bonds Trade Like Junk After $130 Billion Bailout of Pemex

[AP] US set for largest mass visa revocation in history targeting up to 200,000 foreigners, officials say

[NYT] From ‘Fortress North America’ to All-Out Trade War: How the U.S.-Canada Talks Collapsed

[NYT] U.S. Tariffs Could Price Canadian Firms Out of U.S. and Threaten Thousands of Jobs

[NYT] U.S. Attempt to Strangle Iran’s Economy Depends on China’s Cooperation

[WSJ] New Tanker Strike in Hormuz as Iran Vows Retaliation for U.S. Economic Offensive

[WSJ] The Warnings That Came Before a War Now Reaching the Six-Month Mark

[WSJ] ‘He Has a Lot of Room to Kiss My Ass’: The Trade Fight With Canada Is Getting Personal

[WSJ] Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground

[WSJ] U.S. Home Price Growth Rose in June

[WSJ] The World’s Craziest Stock Market Has Turned Into a Fright Ride

[WSJ] Extreme Weather Is Hammering Europe’s Summer Harvest, EU Says

[FT] Bessent gets Drucked

[FT] China warns US it could retaliate over Iran sanctions

[FT] Jackson Hole could further formalise emerging Fed-Treasury accord

[FT] Private equity growth funds attract record first-half inflows as sector rebounds

Monday Evening Links

[CNBC] Futures are flat as investors await Nvidia earnings, inflation report due later this week: Live updates

[Reuters] S&P 500, Nasdaq end down on tech stocks, investors weigh Iran moves

[Yahoo/Reuters] Oil drops more than $2 despite new US sanctions on Iran

[AP] Trump tells Canada to ‘fall in line’ as Carney rejects subordination

[Yahoo/Bloomberg] Carney Says US Wants to Destroy Canada Firms, Examines Retaliation Moves

[AP] What to know about Trump’s tariffs on Canadian goods and rising tensions between once-close allies

[CNBC] Trump says U.S. will hike Canada auto tariffs to 50% as trade war escalates

[Yahoo/Bloomberg] US Tells Iran’s Trade Partners to Cut Ties or Face Sanctions

[CNBC] Trump admin unveils anti-Iran global sanctions plan, signals China not exempt

[Reuters] What are Iran's options to escalate further in face of US economic threats?

[Yahoo/Reuters] US Treasury to stick to debt auction schedule despite bigger buybacks, Bessent says

[Yahoo/Bloomberg] Bessent’s Murky Deficit Plan Faces Grim Prospects in Congress

[Reuters] Surge in bond yields is a result of "Trump's war", German minister says

[CNBC] A massive trade just happened in gold. The options market is buzzing

[NYT] What’s Behind the U.S. Treasury’s Latest Attempt to Lower Interest Rates

[WSJ] Druckenmiller: Let the Bond Market Speak

[WSJ] Trump Threatens 50% Tariff on Automobiles and Parts From Canada

[WSJ] AI Jitters and Geopolitical Threats Mark Start of Busy Week in Markets

[WSJ] Bessent Launches ‘Operation Economic Outcast’ to Isolate and Squeeze Iran

[FT] Treasury market interventions are only a band-aid

[FT] First Brands forced into liquidation by bankruptcy court

Monday Afternoon Links

[CNBC] Tech drags S&P 500, Nasdaq lower as Iran tensions, Nvidia earnings loom

[Yahoo/Reuters] Oil slips ahead of US announcement of new sanctions on Iran

[AP] Bessent says new US sanctions aim to block all potential sources of revenue for Iran

[AP] Ontario’s premier: Canada should be ready to cut electricity, critical minerals as trade woes worsen

[Yahoo/Bloomberg] Goldman, Wells Say Treasury Buybacks Unlikely to Cut Long Rates

[Yahoo/Bloomberg] US Eyes China Overcapacity Tariffs of 7.5% Before Xi-Trump Talks

[Yahoo/Bloomberg] Broadcom Credit Risk Soars on Mega AI Debt Financing Backstops