Monday's News Links

[Reuters] Shares drop in Asia as oil rises, rate hikes loom

[Yahoo/Reuters] Oil prices jump more than 2% after new strikes on Saudi, Strait of Hormuz 

[Reuters] Diplomacy stumbles with postponement of meeting on Strait of Hormuz proposal

[AP] Oman postpones regional talks on Strait of Hormuz, and other Mideast developments

[Bloomberg] Easing the Diesel Crunch Is Harder Than Keeping Planes in the Air

[Bloomberg] China Spy Chief Warns of AI Risks as Anthropic CEO Urges Brakes

[WSJ] Widening Mideast Instability Squeezes Global Oil Supplies

[WSJ] How the Clash Between Money and Safety Created a Monumental Crisis for AI

[WSJ] Russia Is Churning Out Smart, Cheap New Weapons Faster Than Ukraine or the U.S.

[FT] Warsh and Trump on collision course as investors expect Fed to raise rates

[FT] Japan’s central bank set for pivotal moment on rates

[FT] ‘Offensively cheap’: solar power is looking up

Sunday Evening Links

[CNBC] Stock futures drop as investors weigh AI safety concerns, oil gains: Live updates

[CNBC] Oil prices rise after Saudi Arabia shut down critical pipeline that bypasses Strait of Hormuz

[Reuters] New attacks in Hormuz and Saudi test nerves as war's spread worsens oil disruption

[AP] Fighting in Yemen intensifies, and Houthis launch more attacks on Saudi Arabia

[Reuters] Houthis' Yemen advance leaves Gulf states with uncomfortable choice

[Reuters] Ahead of Fed meeting, Trump says US should have world's lowest interest rate

[CNBC] Washington scrambles to meet calls for AI guardrails while the window to act closes

[Axios] The tab is coming due for America's borrowing binge

[Bloomberg] Fed’s Warsh on Collision Course With Trump as Rate Hike Looms

[Bloomberg] A 5% Treasury Yield Is Raising New Risks for Markets, Economy

[Bloomberg] Hormuz Meeting With Iran and Gulf Nations Delayed, Oman Says