Wednesday's News Links

[CNBC] 10-year Treasury note yield hits highest level since 2002 as traders brace for key bond sale

[CNBC] Stocks fall as 10-year yield rises to highest level in 24 years: Live updates

[Yahoo/Reuters] Oil rises as investors weigh supply threats

[Yahoo/Reuters] Dollar climbs ahead of Fed minutes; euro slides towards 17-month lows

[Yahoo/Reuters] European shares, euro slide as energy shock, fiscal worries bite

[Reuters] Houthis attack Aden airport as fighting intensifies in Yemen

[AP] Yemen’s Iran-backed Houthis claim new attacks on Saudi Arabia as it’s pulled deeper into conflict

[CNBC] Mortgage rates sit at nearly 3-year high, and demand continues to shrink

[Axios] IMF paper warns of hedge fund risks

[Yahoo/Bloomberg] World Faces Risk Cocktail From AI, Oil and Debt, Says IMF Chief

[Reuters] Hawkish Fed triggers emerging market outflows in September

[Yahoo/Reuters] US luxury spending slows ahead of midterms, credit card data shows

[Yahoo/Bloomberg] China’s Central Bank Adds Gold in September as Bullion Weakens

[Yahoo/Reuters] Hedge funds warn BoE repo reforms could backfire

[Yahoo/Bloomberg] Dalio Says We’re Nearing Point Where AI Bubble May Burst

[Bloomberg] The Specter of Market Contagion Is Haunting Europe

[Bloomberg] France Tops Germany as Europe’s Most Distressed Corporate Market

[Bloomberg] Traders Are Pessimistic on the Euro as Political Risks Grow

[Bloomberg] Diesel Prices Surge Just as Farmers Need Fuel the Most

[Bloomberg] The Reclusive Houthi Leader Wreaking Havoc in the Middle East

[Bloomberg] A 30% Options Pop in Mere Minutes Shows Power of ‘Finfluencers’

[NYT] Europe’s Trade Tensions With China Are Coming to a Head

[WSJ] Inside Bessent’s Treasury: Tension, Turnover and Unmet Economic Goals

[WSJ] Yemen’s Houthi Rebels Strike Two Airports in Saudi Arabia

[WSJ] Mexico’s Sheinbaum Is Getting Fed Up With Playing Nice With the U.S.

[FT] Global bond sell-off resumes as 30-year Treasury yield hits highest since 2002

[FT] How US mortgage bonds can trigger a ‘vicious loop’ for Treasury yields

[FT] Houthi rebels target Riyadh and Aden in new missile barrage

[FT] French central bank chief says ECB intervention not needed to ease bond rout

[FT] India raises interest rates for first time in 3 years

Tuesday Evening Links

[CNBC] Stock futures are little changed after S&P 500 hits fresh record: Live updates 

[Yahoo/Reuters] Oil prices stable as market weighs supply risks, rising Middle East exports

[Axios] The Iran war's latest price shock could be your heating bill

[AP] French riot police fire tear gas as more than 250,000 rally nationwide for school funding

[Reuters] BOJ's Sato signals support for future rate hikes, Kyodo reports

[Reuters] North Korea warns US over Taiwan while Kim pledges support for Russia

[Bloomberg] Bessent Risks Higher Yields If He Axes 20-Year Bond, BNP Warns

[NYT] Justice Dept. Turns to Partisans and Conspiracists to Fill Depleted Ranks

[WSJ] U.S. Escalates Pressure on Russia Over Siberia Lab Death

[FT] S&P 500 hits record high as AI stocks shrug off bond market slump

[FT] Ships’ captains paid $100,000 a month to transit Strait of Hormuz

Tuesday Afternoon Links

[Yahoo/Reuters] S&P 500, Nasdaq hit record highs as Treasury yields stall, oil slips

[Yahoo/Reuters] Oil prices stable as market weighs supply risks, rising Middle East exports

[Yahoo/Reuters] US trade balance sinks deeper into the red as imports hit record high despite tariffs

[Yahoo/Reuters] New York Fed says supply chain pressures rose last month relative to August

[Axios] Exclusive: Fed eyes AI, tariffs, energy for inflation outlook

[Reuters] The world has nearly burned through its oil stockpile buffer, executives say

[AP] What to know as the fighting in Yemen escalates while US-Iran tensions remain high

[Yahoo/Reuters] IMF says hedge funds' market footprint growing, merits closer scrutiny

[Yahoo Finance] As AI bubble fears circulate, remember the railroad bust of 1873

[Reuters] Ukraine's Zelenskiy says intelligence shows Russia is preparing massive attack

[Bloomberg] Iran Ramps Up Ship Attacks in Hormuz as Oil and Gas Flows Climb

[Bloomberg] Why the Houthis Are So Hard to Defeat