Monday Evening Links

[CNBC] Stock futures are little changed as traders eye rising oil prices and rates: Live updates

[Yahoo/Bloomberg] Oil Edges Higher With Saudi Flows in Focus After Pipeline Shut

[AP] What the closure of Saudi Arabia’s East-West pipeline could mean for oil flows

[CNBC] Counting the votes: Warsh faces a tough battle as the Fed girds for expected interest rate hike

[AP] Trump calls AI risks a ‘hoax,’ says there is a ‘SICK conspiracy’ against AI and data centers

[CNBC] Trump goes scorched earth on AI warnings, raging about data center opposition and regulation

[Bloomberg] Fortress Warns Private Credit Lenders Against ‘FOMO’ in AI Rush

[NYT] What Is Driving Diesel Prices Up? Energy Chaos Caused by Two Wars.

[WSJ] The Gulf’s AI Nightmare Came Courtesy of an Iranian Drone

[WSJ] Levy: Warsh’s New Principles for the Fed

[FT] Ten-year Treasury yield hits 5% for first time since 2023

Intraday Updates Today at the new CBB Website

Timely and financial conditions charts updated intraday today at the new website.  Check out the Timely Charts on the home page and Financial Conditions charts on the Charts page.  New CBB site link

Monday Afternoon Links

[CNBC] S&P 500 falls slightly, trades off worst levels of the session as rate and oil pressures ease a bit: Live updates

[CNBC] Warsh’s credibility is on the line this week as Trump policies put pressure on Fed to hike

[Axios] How Warsh can avoid a repeat of July's communications mess

[Reuters] Trump says Iran wants deal as Gulf talks delayed, Houthis strike Saudi Arabia

[Reuters] Treasury yields are rising - why does it matter?

[Yahoo/Bloomberg] Trump Rejects Calls for AI Guardrails, Blasts Anthropic’s Amodei

[Axios] Trump says a strong, smart president is the only "guardrail" AI needs

[Reuters] Trump calls $5,000 payouts 'easy' to fit into federal budget

[Bloomberg] US Private Credit Default Rate Hits a Record of 6.3%, Fitch Says

[Bloomberg] Oil Tankers Earn $1 Million a Day as War Leaves Ship Shortage

[NYT] Bond Market Rebukes Bessent by Sending Borrowing Costs Ever Higher

[WSJ] What Is Saudi Arabia’s East-West Pipeline and Why Is It Rocking Oil Markets?

[WSJ] China Also Thinks AI Could Kill Us. But First, It Wants to Match the U.S.

[FT] How much should lenders charge hyperscalers?