Tuesday's News Links

[Yahoo/Bloomberg] Bond Selloff Builds as Fed Seen Delaying Rate Cuts: Markets Wrap

[Yahoo/Bloomberg] Oil Rises to $85 as OPEC Cuts and Geopolitical Risks Fuel Rally

[Reuters] Dollar hits 5-month high while jawboning supports yen

[Yahoo/Bloomberg] Japan Intervention Would Target Five-Yen Rally, Strategists Say

[Reuters] Japan warns of action against excessive yen volatility

[Yahoo/Bloomberg] BofA Sees Yen Plunging to 160 Per Dollar If Fed Delays Cuts

[Yahoo/Bloomberg] Yuan Faces Mounting Pressure as Green Shoots Fail to Lift Mood

[Dow Jones] Job openings stay at 8.8 million. Labor market still plenty robust.

[Reuters] Morning Bid: Factories chug along, dollar riding high

[Yahoo/Bloomberg] Markets are back to seeing fewer rate cuts than the Fed

[AP] College will cost up to $95,000 this fall. Schools say it’s OK, financial aid can numb sticker shock

[Reuters] China Vanke shares hit record low after disappointing earnings, payout cut

[Reuters] Bank of China says net interest margin will continue to face pressure

[Yahoo/Bloomberg] Japan Investors in Alternative Assets Jump 50% in Hunt for Yield

[Reuters] Iran vows revenge on Israel after Damascus embassy attack

[Reuters] Iran says Israel bombs its embassy in Syria, kills commanders

[Reuters] Ukrainian drone hits Russia's third biggest refinery, damage not critical

[Bloomberg] A Higher-for-Longer Good Friday From the Fed

[Bloomberg] Citadel’s Ken Griffin Sees ‘Modest’ Growth, Warns on US Debt

[Bloomberg] Vanke Leads Slide in China Developers After First Sell Rating

[Bloomberg] Country Garden Extends Sales Slump as Financial Woes Pile Up

[WSJ] Yen Intervention Risk Is Rising, but Effects Could Be Short-Lived

[WSJ] Regulator Probes BlackRock and Vanguard Over Huge Stakes in U.S. Banks

[WSJ] Bond Comments by China’s Xi Hint at Possible Expansion of PBOC Toolkit

[FT] Treasury yields climb after stubborn US inflation data

[FT] The big worry for carmakers: what if the EV slowdown is not a blip?

[FT] Iran and Hizbollah vow to retaliate over Damascus consulate attack

[FT] Iran accuses Israel of killing general in strike on Damascus consulate

Monday Afternoon Links

[Reuters] Gold rallies, stocks ease as rate cut optimism fades 

[Yahoo/Bloomberg] Treasuries Fall After Factory Data as Fed in Focus: Markets Wrap

[Yahoo/Bloomberg] June Fed Rate-Cut Odds Dip Below 50% After Strong ISM Data

[Reuters] Oil stays near five-month highs as tighter supply looms

[Yahoo/Bloomberg] US Manufacturing Activity Expands for First Time Since 2022

[Reuters] US manufacturing recovering; raw material prices pose challenge

[Yahoo Finance] US manufacturing activity grows at fastest rate since 2022

[Reuters] US equity funds see fifth straight week of inflows

[Guardian] Israeli airstrike on Iran consulate in Syria kills six including IRGC commander

[FT] AI revolution will be boon for natural gas, say fossil fuel bosses