Monday's News Links

[CNBC] Stocks rise as Trump signals progress in U.S.-Iran war talks: Live updates

[Yahoo/Bloomberg] Growth Jitters Lift Treasuries as Stocks Bounce: Markets Wrap

[Yahoo/Bloomberg] Oil Holds Gain After Trump Threatens Escalation If No Peace Soon

[Yahoo/Bloomberg] Government Bonds Rally Around the World on Slowdown Concerns

[Reuters] Iran calls US peace proposals 'unrealistic', oil rises amid new missile strikes

[Reuters] Iran war volatility strains trading in world's biggest markets

[AP] Live updates: Trump suggests US could take Iran’s Kharg Island

[Axios] Trump threatens to "obliterate" Iran's energy and water infrastructure

[CNBC] Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait

[Yahoo/Bloomberg] Iran’s Grip on Hormuz Is Tighter Than Ever After a Month of War

[Yahoo/Bloomberg] Trump Claims Iran Gave In to US Demands, Considers Seizing Oil

[Yahoo/Bloomberg] Iran’s Attacks on Gulf Aluminum Plants Threaten Supply Crisis

[Reuters] Fed's faith in anchored inflation expectations may be coming under stress

[Reuters] Bond blues hit Big Tech at the worst time

[Reuters] Russian oil tanker arrives in Cuba as Moscow vows to stand by Havana

[Yahoo/Reuters] WTO suffers fresh blow after reform push hits wall in Cameroon

[Yahoo/Bloomberg] India Forces Banks to Unwind Rupee Bets, Squeezing Short Sellers

[Bloomberg] Bessent Says US to ‘Retake’ Hormuz Strait Control, Eyes Escorts

[Bloomberg] Sustained Iran Missile Attacks Add Pressure on US to Defend Gulf

[Bloomberg] How Yemen’s Houthis Could Worsen the Oil Crunch

[Bloomberg] Credit Market Sours for Energy-Dependent Europe as War Grinds On

[Bloomberg] Emerging Markets Face New Credit-Downgrade Era, S&P Global Warns

[NYT] Private-Credit Wobbles Could Prove Perilous for Trump

[NYT] This Is What Happens When the Gas Runs Out

[WSJ] Trump Weighs Military Operation to Extract Iran’s Uranium

[WSJ] Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised

[WSJ] German Inflation Rebounds on Soaring Energy Prices

[FT] Donald Trump says US could ‘take the oil in Iran’

[FT] Private capital: what are the risks?

[FT] Iran could emerge from the war stronger and more dangerous

[FT] US bets billions of dollars on unproven groups in rare earths deals

[FT] America’s gig economy

[FT] Trapped seafarers suffer as Iran war rages