Friday's News Links

[CNBC] S&P 500 is little changed as investors count down to Warsh’s Jackson Hole address: Live updates 

[Yahoo/WSJ] Global Bond Yields Rise Ahead of Fed’s Warsh Speech; 10-Year Bund Yield Hits 15-Year High

[Yahoo/Reuters] Oil holds steady, on track for weekly fall on US-Iran talks stalemate

[Yahoo/Reuters] September risks are stacking up hard and fast for world markets

[CNBC] Iran calls for global pushback against U.S. sanctions, says diplomacy ‘isn’t impossible’

[Reuters] Shipping traffic via Strait of Hormuz slips below 10-day average, data shows

[AP] Six months on, the Iran war has changed the Middle East, but not in the way its architects had hoped

[AP] Exclusive: US Patriot missile stocks in Europe are ‘beyond critical’ due to Iran war, officials say

[Axios] Nvidia almighty: Chip riches flood through AI universe

[Yahoo/Bloomberg] Investor Frenzy for AI Strips Safeguards From Convertible Bonds

[Yahoo/Reuters] Canada's second quarter GDP recovers sharply as domestic demand revives, exports grow

[Yahoo/WSJ] Japan Spent Record $98.7 Billion to Prop Up Yen in Past Month

[Yahoo/Reuters] Tokyo core inflation creeps near BOJ's target, bolsters rate-hike chance

[Bloomberg] Fed’s Jackson Hole Conference Is Underway: Here’s What to Expect

[Bloomberg] Fed Officials Remain Divided on Inflation Ahead of Warsh Speech

[Bloomberg] Carry Trades to Treasury Twists: A Guide to the Hot Debates on Wall Street

[Bloomberg] Pimco Says ‘Too Much, Too Fast’ AI Debt Is Stoking Bond Yields

[Bloomberg] Spanish Inflation Surges Beyond 4% as France’s Also Quickens

[Bloomberg] Japan’s Bigger Budget Puts Focus on Takaichi Bond Sales Cap

[Bloomberg] China Ramps Up Credit Support in Overhaul of Property Market

[Bloomberg] Sydney Developer in Distress Sounds Alarm for Private Credit

[NYT] Six Months In, Iran’s Regime Stands, U.S. Goals Remain Unmet

[NYT] In Trump’s Washington, Ballooning National Debt Stirs Little Action

[NYT] Why These Giant Storage Tanks Increasingly Hold Very Little Oil

[WSJ] Jackson Hole Highlights New Tug-of-War for the Treasury and Fed

[WSJ] See How the World Has Changed Since the Start of the Iran War

[WSJ] How the AI Investment Craze Is Keeping the Global Economy Afloat

[WSJ] Nvidia Insists It Can Keep Printing Money to Fund the AI Boom

[FT] Tett: Is China’s ‘wise camel’ the winner from the US-Iran war?

[FT] Zero-interest convertible bonds set for record year

[FT] Former IMF deputy Gita Gopinath: ‘It’s straight-out protectionism’

Thursday Evening Links

[CNBC] S&P 500 futures are little changed as investors count down to Warsh’s Jackson Hole address: Live updates

[Yahoo/Reuters] As Jackson Hole conference kicks off, three Fed officials issue inflation warnings

[Axios] Fed's Warsh under pressure to clarify message

[Yahoo/Reuters] Analysis-Bessent, Warsh diverge on who should set the price of money

[Reuters] After six months, the Iran war has reached its endgame — a costly stalemate

[Reuters] Six consequences after six months of war in Iran

[Reuters] Any US trade deal must ensure robust Canadian auto sector, ambassador says

[Yahoo/Bloomberg] US in Talks With Venezuela to Take Major Stake in Oil Fields

[Axios] Scoop: U.S. close to striking "massive" deal for Venezuelan oil fields

[Yahoo/Telegraph] French borrowing costs hit crisis levels as presidential election looms

[Yahoo/Bloomberg] Trump Renames Lake Ontario as Lake America, Stoking Canada Spat

[Bloomberg] Citadel Securities Notches Record $7.3 Billion Trading Haul

[FT] US bank regulators to narrow enforcement focus to financial risks