Tuesday's News Links

[CNBC] Stocks fall to start shortened week as oil prices climb: Live updates

[Reuters] Stocks fall as yen firms; Gulf attacks send oil towards $100 a barrel

[Yahoo/Reuters] Oil hits multi-week highs after Houthi attacks on Saudi energy facilities

[Yahoo/Reuters] Yen extends rally to new seven-month high; dollar subdued ahead of CPI

[Yahoo/WSJ] Copper Reaches New Highs on U.S. Tariff Fears, Supply Challenges

[Reuters] Iran-backed Houthis attack four Saudi cities in expansion of Middle East war, 73 hurt

[AP] Live updates: Canada strikes back with tariffs on about $20 billion worth of US goods

[Axios] An exercise in thinking about the unthinkable: a U.S. debt default

[Yahoo/Bloomberg] The Wall of Political and Economic Risks Is Growing

[Yahoo/Bloomberg] Japan’s Wages Grow Most Since 1997, Keeping BOJ on Rate Hike Path

[Yahoo/Reuters] China's exports surge as demand for high-tech, AI help prop up economic growth

[Bloomberg] Americans Deserve Better Oversight of Their Annuities

[Bloomberg] The Fed’s Credibility Depends on Resisting Politics, Not Playing It

[Bloomberg] Global Bond Rush Builds With Issuers Racing to Avoid Headwinds

[Bloomberg] Global Markets’ Summer Lull to End as Volatility, Risks Mount

[Bloomberg] Yen’s Rally Through Key Level Puts Currency’s 2026 High in Reach

[Bloomberg] Japan 5-Year Bond Sale Sees Weaker Demand Than 12-Month Average

[Bloomberg] Jefferies Fund Accuses Radiant World of Fraud Over Fake Invoices

[Bloomberg] ‘Fighting for Our Life’: Canadian Businesses Reel From US Tariff Shock

[NYT] Canada Imposes New Tariffs on U.S. Goods, as Trade War Intensifies

[NYT] China’s Surging Exports Loom Over Trump’s Talks With Xi

[NYT] Saudi Arabia Vows Retaliation After Houthi Attacks Injure Dozens

[WSJ] Yemen’s Houthi Militants Attack Saudi Energy Infrastructure

[WSJ] The Stock Market’s Breezy Summer Is Over. Investors Beware.

[WSJ] See How Drones Are Infiltrating NATO Territory in Europe

[FT] Saudi energy facilities hit by wave of Houthi strikes

[FT] The world’s $2tn interest bill

[FT] UK pays highest borrowing cost since 1998 at gilt sale

[FT] Donald Trump calls for Bombardier boycott as Canada hits US with tariffs

[FT] Global shipping rules are collapsing, say maritime nations

[FT] ‘Apollo premium’ drives up debt costs for private equity giant’s portfolio companies

[FT] Offshore borrowing in renminbi hits record high

Monday Evening Links

[CNBC] Dow futures fall 300 points to start shortened week as oil prices climb: Live updates

[Yahoo/Reuters] Oil prices rise to six-week highs on worsening Middle East conflict

[Yahoo/Bloomberg] Copper Surges to All-Time High as Tariff Turmoil Rocks Market

[AP] Iran says improved ballistic missile shows it will take preemptive action against threats

[CNBC] Trump says Bombardier can’t sell in U.S. unless Canada aerospace giant builds there

[Yahoo/Bloomberg] Millennium Nears $100 Billion in New Era for Giant Hedge Funds

[Bloomberg] Oil Extends Gain as Iran Says Hormuz Deal With Oman Is Close

[Bloomberg] Six Charts That Explain Why Japan’s Bond Yields Are Surging

[NYT] Brushing Aside Trump’s Threats, Canada Retaliates on Tariffs