Saturday, September 5, 2026

Sunday's News Links

[Yahoo Finance] Inflation data, Oracle earnings, and an energy supply crunch: What to watch this week

[AP] Iran claims a strike on a US ship in the Strait of Hormuz but the US denies it

[Reuters] US, Iranian forces fire at vessels in waters near Iran 

[Yahoo/Bloomberg] Iran Says It Targeted Oil Tankers in Response to US Strikes

[CNBC] Iran warns of ‘more painful’ response to U.S. attacks as economic pressure mounts

[AP] US strikes 3 Iranian oil tankers after saying warships were targeted with ballistic missiles

[CNBC] Trump turns up the heat on Warsh as Fed rate hike looms

[Yahoo/Bloomberg] China Mega Banks, Insurers Seek at Least $53 Billion in Capital

[Bloomberg] Trump Says Canada’s Dollar ‘Imbalance’ With US Is Unacceptable

[Bloomberg] BlackRock to JPMorgan Bet on EM as Turmoil Seizes Global Bonds

[Bloomberg] China Injects Billions of Capital into Mega Banks, Insurers

[NYT] Iran’s Attacks Keep the Strait of Hormuz in a Lethal Stalemate

[FT] The risky mission to de-mine the Strait of Hormuz

[FT] Insurers pile on risk as payouts fall to lowest level in 20 years

[FT] Trump envoys arrive in Ukraine after meeting Putin in Moscow

Saturday's News Links

[AP] US military hits 3 Iranian oil tankers after saying Navy warships were targeted with missiles

[AP] Iran accuses the US of targeting a tanker near Kharg Island, and other key Mideast developments

[AP] America In Focus: US hiring bounces back in August; mortgage rates climb

[Axios] America's jobs scare recedes

[Reuters] Americans hit with record-high Labor Day Weekend gasoline prices

[CNBC] Trump’s state capitalism comes to the oil industry with his unprecedented Venezuela deal

[Bloomberg] Blue Owl Slashes Private Loan to Near-Zero Amid Bankruptcy Risk

[Bloomberg] Fed Governors’ Calendars Show Blackout Events With Bankers

[WSJ] American Workers Have Slammed the Brakes on Switching Jobs

[WSJ] For Many Individual Traders, Prediction Markets Are Hot—and Crypto Is Not

[FT] Treasury sell-off piles pressure on weakest US borrowers

[FT] Jefferies fund caught with $500mn exposure to second alleged invoice fraud

[FT] The repo market is the ‘dark matter’ of finance: powerful and perilous

[FT] ‘RAMageddon’ hits consumer electronics as AI drains chip supply

[FT] The gloves are starting to come off in markets

[FT] Is Keynesianism dead?