Monday, April 13, 2026

Tuesday's News Links

[CNBC] S&P 500 continues higher a day after benchmark wipes out Iran war losses: Live updates

[CNBC] Oil falls as Vance comments raise hopes for a diplomatic resolution to Mideast conflict

[Reuters] Bond investors target steeper US yield curve on bets for slower growth, more debt issuance 

[AP] US wholesale prices surged 4% last month as the Iran war sent energy prices soaring

[Yahoo/Reuters] US small business sentiment falls to 11-month low in March

[AP] Live updates: Standoff between US and Iran deepens as Pakistan pushes for new round of talks

[CNBC] China calls U.S. blockade of the Strait of Hormuz ‘dangerous and irresponsible’

[Yahoo/Bloomberg] US-Sanctioned Tanker Tests Trump Blockade With Hormuz Exit

[Yahoo/WSJ] Global Oil Demand Heads for Contraction As Iran War Chokes Flows, IEA Says

[Yahoo/Bloomberg] Warning Sign for Stocks Seen in Surging Inflation Expectations

[Yahoo/Bloomberg] Investors Brace for Economic Growth Shock, BofA Survey Shows

[Reuters] NY Fed says paper loss on bond holdings shrank last year

[Reuters] Bessent says Fed should 'wait and see' before lowering rates, Semafor reports

[CNBC] Fed nominee Warsh filings detail vast wealth, far exceeding past chairs

[Reuters] OpenAI's $852 billion valuation faces investor scrutiny amid strategy shift, FT reports

[Yahoo/WSJ] Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom

[CNBC] Share of 7-year car loans grows as buyers ‘work harder to make the numbers fit,’ expert says

[AP] China’s exports grew 2.5% in March in a sharp slowdown as Iran war raises uncertainty

[Politico] Worst since WWII: Kallas decries breakdown of international law in Middle East and Ukraine

[Bloomberg] An Inflation Time Bomb Is Hiding in Home Insurance

[Bloomberg] UK Pays Highest Yield for 10-Year Gilt Sale Since 2008

[Bloomberg] The Hormuz Blockade Is as Much About China as Iran

[Bloomberg] Iran Oil Hoard at Sea Shields China’s Refiners From US Blockade

[Bloomberg] Japan’s Takaichi Cautions Akazawa Not to Comment Further on BOJ

[Bloomberg] KKR Limits Redemptions From Asset-Based Fund After 7.2% Sought Withdrawals

[Bloomberg] TCW Private Credit Fund Slashes Red Lobster Equity Value by 98%

[Bloomberg] BlackRock’s Asia Private Credit Fund Sees China Borrower Default

[Bloomberg] Volatility Stymies Asia Carry Even as Returns Rise, ANZ Says

[Bloomberg] M&A Boom in Japan Is Fueling Record Corporate Bond Sales

[Bloomberg] Trump Seen as a Risk by Europe’s Far Right After Orban Loss

[NYT] U.S. Is Negotiating an Iran Deal That Would Buy Time, Again

[NYT] Middle East War Will Slow Global Economic Growth, I.M.F. Warns

[WSJ] JPMorgan Says U.S. Consumer Remains Healthy, but Dimon Warns About Risks

[WSJ] The U.S. Warships Poised to Enforce Trump’s Blockade

[WSJ] Saudi Arabia Is Pressing U.S. to Drop Its Hormuz Blockade

[FT] Xi Jinping says world in ‘disarray’ as Spain pushes China to help end Iran war

[FT] The priciest barrels of oil in history?

[FT] Corporate America set to deliver bumper earnings despite Iran war

[FT] China’s exports slow as Middle East turmoil weighs on trade

[FT] China shock 2.0: the flood of high-tech goods that will change the world