Tuesday's News Links

[Yahoo/Bloomberg] Bonds Recover With Traders on US Inflation Watch: Markets Wrap

[Yahoo/Bloomberg] Gold Hits Another Record as Investors Await US Inflation Print

[Yahoo/Bloomberg] Oil Holds Near Five-Month High as Traders Focus on Middle East

[Yahoo/Bloomberg] Yen Traders Are Targeting Slump Beyond Key 152 Per Dollar Level

[Reuters] Yen feels the heat as US Treasury yields climb

[Reuters] Morning Bid: Commodity prices irk inflation view

[Yahoo/Bloomberg] Bullard Says Three Fed Rate Cuts This Year Is ‘Base Case’

[Reuters] US small-business sentiment slides to lowest level in more than 11 years

[Reuters] BOJ expects monetary conditions to stay accommodative, says Governor Ueda

[Yahoo/Bloomberg] BOJ Is Said to Mull Raising Inflation View on Strong Pay Deals

[Yahoo/Bloomberg] Euro-Zone Firms’ Loan Demand Fell ‘Substantially,’ ECB Says

[Yahoo/Bloomberg] ECB-Fed Split Ignites Talk of Euro Sliding to Dollar Parity

[Yahoo/Bloomberg] G-7 Faces a $10 Trillion Reckoning as the World Races to Re-Arm

[Reuters] What is Hezbollah, the Lebanon-based group backing Hamas? 

[Reuters] Russia, China to talk about deeper security co-operation in Eurasia, Lavrov says

[Reuters] March marks yet another record in global heat

[WSJ] Gold Futures Hit Another Record on Geopolitical Tensions, Fed Hopes

[WSJ] Artificial Intelligence’s ‘Insatiable’ Energy Needs Not Sustainable, Arm CEO Says

[WSJ] Commodities Rally Reflects a Better Economy, but Also Poses Inflation Risks

[WSJ] Beijing Pushes Back on Overproduction Concerns After Yellen Visit

[WSJ] China Plays Tense Game of ‘Russian Roulette’ With U.S. Ally

[FT] Falling loan demand builds rate cut pressure as ECB prepares to meet

[FT] Relentless stretch of heat records in March unnerves climate scientists

[FT] Wider war in Europe ‘no longer a fantasy’, warns EU’s top diplomat

Monday Evening Links

[Yahoo/Bloomberg] Bond Yields Hit 2024 Highs With Inflation in Focus: Markets Wrap

[Reuters] Wall St ends flat as investors await CPI, earnings

[Yahoo/Bloomberg] Gold Trades Near New Record Before Pivotal US Inflation Print

[Reuters] Fed rate cut expectations for 2024 fall to lowest since October

[Yahoo/Bloomberg] Battered Yen Faces Make-or-Break Moment on US Inflation Data

[Yahoo/Bloomberg] BOJ’s Timing for Next Hike In Focus as Ueda Starts Second Year

[AP] Iran’s foreign minister accuses U.S. of giving Israel ‘green light’ to attack consulate in Syria

[Yahoo/Bloomberg] Iran’s Better, Stealthier Drones Are Remaking Global Warfare

Monday Afternoon Links

[Reuters] Wall St gains as bond yields ease from highs

[Yahoo/Bloomberg] Treasury Yields at Year’s Highs Draw Buyers Despite Fed Rethink

[Yahoo/Bloomberg] Yen Intervention Risk Puts Focus on Fed’s Swelling Cash Pile

[Reuters] NY Fed finds mixed outlook for inflation expectations in March

[Yahoo/Bloomberg] US Consumer Perceptions of Credit Access Remain Pessimistic

[FT] Israel has set date for Rafah offensive, Benjamin Netanyahu says

[FT] Jamie Dimon warns rates could stay high as market mood shifts