Thursday Afternoon Links

[AP] Wall Street is mostly higher and airlines surge on a stronger outlook from Delta 

[Yahoo/Reuters] Red Sea insurance soars after deadly Houthi ship attacks

[Bloomberg] Electric Bills in US Set to Rise as Utility Requests for Rate Hikes Double 

[Bloomberg] Fed’s Musalem Says It’s Too Soon to Know Tariffs’ Impact on Inflation

[Reuters] Fed's Waller sees some ways to go in shrinking central bank's holdings

[Bloomberg] CLOs Attract Domestic, Foreign Banks, Pushing Up Loan Prices

[Bloomberg] US Sees 33% Drop in Car Trips by Canadians as Summer Travel Starts

[Bloomberg] BOE’s Breeden Warns G-7 Bond Prices at Risk from Climate Change

[Bloomberg] Private Credit Firms Pitch More Leverage to Win Over Deals

[NYT] Trump’s Push for Influence Over Fed Decisions May Hobble Next Chair

[WSJ] Trump’s Tariff Assault on Brazil Thrills Bolsonaro’s Supporters

[WSJ] Two Ships Desperately Tried to Fight Off Houthi Attacks. Help Never Arrived.

[WSJ] A Flash Flood of Failures in Texas

[FT] Russia is digging in for the long haul in Ukraine