Monday's News Links

[CNBC] European stocks mixed and Asia-Pacific markets rise as investors assess renewed Middle East hostilities

[Reuters] Stocks dented by inflation risk from rising oil, dicey geopolitics

[Yahoo/Reuters] Oil extends gains after US and Iran strike ships

[Yahoo/Reuters] Yen hits seven-month high; dollar soft ahead of US inflation

[Reuters] Iran vows to respond to US strikes, says US energy companies' facilities are 'exposed'

[Yahoo/Bloomberg] Iran Says Strait of Hormuz Deal With Oman Just Days Away

[Yahoo/Reuters] Analysis-Ship fuel shortage looms as refiners strained by war favour other products

[Axios] Iran war drives $100 billion in extra energy costs for U.S. consumers

[Reuters] The nine midterm races that will decide control of the US Senate

[Reuters] US House races to watch in the 2026 midterm elections

[AP] Landslide victory for Germany’s far-right AfD in state election piles pressure on Chancellor Merz

[Yahoo/Reuters] Japan's August foreign reserves post largest-ever drop after record intervention

[Bloomberg] Germany Just Added a Fresh Worry for Investors

[Bloomberg] German Industry Output Unexpectedly Drops Most in Almost a Year

[Bloomberg] Japan Likely Sold Treasuries to Fund Record Yen Intervention

[Bloomberg] China Central Bank Adds Most Gold Since 2023 Even as Prices Jump

[Bloomberg] China Property Moves to Fuel 30% Hit to Land Sales, Goldman Says

[Bloomberg] China Piles Pressure on Taiwan With New Patrols Off Pacific Coast

[Bloomberg] Putin’s Shadow Across Europe Grows After German Far Right Wins

[Bloomberg] BlackRock Says Chronic Climate Risks Not Priced In by Markets

[WSJ] Americans Without College Degrees Are Having One of the Best Job Markets in Years

[WSJ] Beijing to Inject More Than $50 Billion Into Banks, Insurers to Boost Growth

[WSJ] How Ukrainian Drone Strikes Are Pounding Russia’s Economy

[FT] Why America’s debt binge is starting to matter

[FT] Bonds have become bonds again

[FT] China pumps $54bn into banks and insurers

[FT] Shipping through Panama Canal faces new cuts as water dries up

Sunday Evening Links

[Yahoo/Bloomberg] Bond Traders Brace for More Swings at Both Ends of US Yield Curve

[Yahoo/Bloomberg] US Energy Chief Says Navy to Defend Hormuz Until Iran Backs Down

[CNBC] U.S. Energy Secretary Wright says Iran nuclear deal may never happen

[AP] Iran says it plans to announce a new ‘exclusion zone’ near the Strait of Hormuz

[Bloomberg] Lavrov Warns That Germany Is Moving Toward War With Russia

[WSJ] After Far-Right Election Breakthrough, Germany’s Merz Faces Painful Dilemma

[FT] Far-right AfD surges to first place in German state elections

[FT] Europe failing to deter Russia’s ‘hybrid’ war, warn defence officials