Sunday, April 26, 2026

Monday's News Links

[CNBC] S&P 500 edges lower as Iran peace talks stall, oil rises: Live updates

[Yahoo/Bloomberg] Oil Rises as Stalled US-Iran Peace Talks Keep Hormuz Strait Shut

[Yahoo/Bloomberg] Bond Traders Eye Packed Week of Rate Decisions for Sell Signals

[AP] Live updates: Iran offers to reopen Strait of Hormuz if US lifts its blockade and the war ends, officials say

[Axios] Iran offers U.S. deal to reopen strait but postpone nuclear talks

[Yahoo/Bloomberg] Goldman Hikes Oil Forecasts Again as ‘Hormuz Shock’ Builds

[Reuters] Global consumer companies face pricing stress test from oil shock

[Reuters] Two months into Iran war, economic strain mounts across emerging markets

[AP] Tired and worried, seafarers have been stranded in the Persian Gulf for weeks

[Yahoo/WSJ] Fed Chair Powell Confronts His Final Big Decision: Stay or Go

[Yahoo/WSJ] China Bans Meta’s Acquisition of Manus on National Security Grounds

[CNBC] More apartments, more deals: Why nearly 40% of landlords are offering concessions right now

[Bloomberg] Dual Hormuz Blockade Cuts Ship Transits to Near Zero

[Yahoo/Reuters] Iran war disrupts the circuit board supply chain, raises costs for tech firms

[Bloomberg] Goldman Says Hedge Funds Use Rally in US Stocks to Offload Risk

[Bloomberg] The World’s Food Supply Is Under a Quadruple Attack

[NYT] Iran and U.S. Sink Into Awkward Limbo of ‘No War, No Peace’

[NYT] The Iran War Is Starting to Expose Cracks in China’s Economy

[NYT] We Will Be Paying for the Iran War for a Very Long Time

[NYT] The U.S. Started the War. The Rest of the World Is Feeling the Effects.

[WSJ] The AI Splurge Is Costing Big Tech Its Workforce'

[FT] Top central banks gamble they have time on inflation risks

[FT] Oil could trade at nearly $120 if war drags on, Goldman Sachs warns

[FT] Former Apollo risk chief says some new life insurers could struggle in downturn