Monday's News Links

[CNBC] Stocks drop to start the week as oil prices and Treasury yields rise: Live updates

[Yahoo/Reuters] Stocks fall; bond market flips to 'higher for longer' mode

[Reuters] Oil gains 3% as US-Iran peace talks in stalemate

[Yahoo/WSJ] Selloff in U.S., European Government Bonds Deepens

[Axios] Worries over rates and AI agents weigh on bank stocks

[Yahoo/Bloomberg] Key US Data This Week Seen Bolstering Case for October Rate Hike

[AP] US and China release reciprocal $30 billion product lists for tariff cuts after Trump-Xi meeting

[AP] Officials say mediators are still working with Iran and the US on a possible deal

[Yahoo/Bloomberg] Nvidia Boosts Share Buyback Authorization by $150 Billion

[Reuters] Trump and Xi's 'stalemate' summit was a glitzy gift to China

[CNBC] Treasury Secretary Scott Bessent hires Wall Street economist David Zervos

[Yahoo/Reuters] Japan's corporate services inflation hits 2-year high

[Yahoo/Reuters] Bank of Japan debated need for faster rate hikes, July minutes show

[Reuters] Explainer: The political chess behind the ECB's next leadership shake-up

[CNBC] China posts weakest industrial profit growth this year, expanding 4.2% in August

[Reuters] Taiwan pushes back after Xi seeks to win over Trump on World War Two narrative

[Bloomberg] Bond Selloff Resumes as Oil Rises After Trump Spurns Iran Offer

[Bloomberg] Warsh’s Credibility Boost Is Bessent’s Comeuppance

[WSJ] See How Mark Walter Turned a Ho-Hum Insurance Company Into a Risk-Taking Lender

[WSJ] The Moves That Backfired on Trump and Drove Interest Rates and Inflation Higher

[FT] Bond sell-off deepens as oil price rises

[FT] What is the AI capex breakeven rate?

Sunday Evening Links

[CNBC] Stock futures slip after winning week on Wall Street: Live updates

[CNBC] Oil gains over 1% as Trump rejects Iranian proposal to reopen Hormuz Strait

[Yahoo/Bloomberg] Trump Says He’s ‘Very Seriously’ Looking at Diesel Export Ban

[CNBC] Iran’s foreign minister says Tehran ready for ‘doomsday’ war with U.S., but leaves diplomacy on the table

[Yahoo/Bloomberg] Bessent Urges Fed to Keep ‘Open Mind’ on US Inflation Outlook

[AP] Powerful nor’easter floods Northeast again, causing problems from New Jersey to New England

[AP] Sea level rise is reshaping a California beach town and threatening a key rail line

[Bloomberg] AI Breaches Add to Safety Fears as Trump Meets Anthropic Chief

[Bloomberg] BOJ Rate Hike in October Is Real Possibility, Ex-Official Says

[Bloomberg] The Bond Market Is Getting Closer to Sounding Alarm on Economy

[WSJ] U.S. Says No Plans to Sell Weapons to China After Perdue Comments

[FT] Trump asked Xi if China wanted to buy American weapons, US envoy says

Sunday's News Links

[CNBC] Debt-hungry AI companies face increased risk as bond yields spike

[Yahoo/Bloomberg] AI Whiplash Jolts Stocks as Sentiment Lurches From Fear to Greed

[Axios] It's a 5% world. We're just living in it

[Yahoo/Bloomberg] US Hiring Appetite Is Healthy as Economy Powers Ahead

[AP] Powerful nor’easter floods Northeast, leaves over 100,000 without power as high tides threaten coast

[Bloomberg] Iran Says Won’t Soften Demands After Trump Rejects Hormuz Offer

[Bloomberg] Emerging Market Investors Shun Riskiest Bonds as US Yields Soar

[NYT] As A.I. Accelerates, Governments Are Increasingly Being Left Behind

[WSJ] How to Know When the AI Boom Is About to Go Bust

[FT] Value of old supertankers soars past new builds as market goes ‘bananas’