Wednesday, April 15, 2026

Wednesday Afternoon Links

[CNBC] S&P 500 rises to new record as investors move past Iran conflict concerns: Live updates

[Axios] U.S. and Iran inch toward framework deal to end war, U.S. officials say

[AP] Pakistani delegation arrives in Tehran in move to ease tensions and arrange more US-Iran talks

[Yahoo/Bloomberg] US home builder sentiment drops to seven-month low in April, NAHB survey says

[Yahoo/Bloomberg] Tax Refunds Are Up, But Many Americans Aren’t Feeling It

[Axios] It's been a weird 24 hours for the Fed

[CNBC] Struggling shoe retailer Allbirds makes bizarre pivot to AI, adds $127 million in value

[Politico] Russia ramps up ‘destructive’ cyberattacks on Europe, says Sweden

[Politico] Magyar’s first target: Hungary’s state-controlled media

[Bloomberg] US Won’t Renew Iranian, Russian Oil Waivers, Bessent Says

[Bloomberg] US Probes Suspicious Oil Trades Made Before Trump Pivots

[Bloomberg] Qatar Warns of ‘Huge’ Economic Fallout From War in Coming Months

[NYT] Iran-Linked Ships Slow or Stop as U.S. Blockade Is ‘Fully Implemented’

[NYT] Debt Alarms Ring as Countries Rack Up More Emergency Spending

[WSJ] Wall Street Is Searching for Cockroaches in Private Credit. Here’s What Has Happened So Far.

[FT] Rate setters face ‘double danger’ from Iran war and tariffs, Federal Reserve official warns

[FT] Trump threatens to fire Jay Powell and refuses to halt criminal probe

[FT] US crude exports hit record as Iran war disrupts Middle East supplies

[FT] Iran is America’s Suez crisis — and just as ridiculous