Wednesday, May 20, 2026

Thursday's News Links

[CNBC] Stocks are lower as oil prices tick higher along with Treasury yields: Live updates

[Yahoo/Bloomberg] Oil Hits Session High on Report Iran Wants to Keep Its Uranium

[CNBC] Oil market could enter ‘red zone’ by July as stocks dwindle ahead of summer travel season, IEA chief says

[Yahoo/Bloomberg] Goldman Says Oil Drawdowns Hit Record Pace as Buffer Shrinks

[CNBC] Walmart issues worse-than-expected outlook as high gas prices hit shoppers

[Reuters] Exclusive: Supreme Leader says enriched uranium must stay in Iran, Iranian sources say

[Yahoo/Bloomberg] Iran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’

[AP] This hard-line Iranian general is a major player in talks with US over war

[AP] US jobless aid filings fell to 209,000 last week as layoffs remain low despite economic uncertainty

[Reuters] US single-family housing starts tumble in April

[Yahoo Finance] Bond markets are not so subtly telling the Fed that rates aren't high enough

[Yahoo/Bloomberg] Junk Debt’s Red-Hot Rally Sparks Complacency Fears as Risk Rises

[Yahoo/Bloomberg] Iran War Spurs Extreme Bear Scenarios for Asia Currencies, Bonds

[Reuters] From TACO to FOMO: How retail traders turned Trump-driven volatility into a playbook

[Yahoo/Bloomberg] Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers

[Reuters] Major takeaways from Magnificent Seven's AI-fueled earnings

[Yahoo/Bloomberg] Dimon Says Rates Risk Going Much Higher After Bond Selloff

[Yahoo/Bloomberg] Euro-Zone Business Activity Shrinks at Fastest Since 2023

[Politico] Russia pledges to support Cuba as Trump ramps up pressure on Havana

[Bloomberg] US Housing Starts Decline on Drop in Single-Family Homes

[Bloomberg] Turkey Liquidated Almost All Its US Treasury Holdings in March

[Bloomberg] Dudley: Ignore This Bond Market Slump at Your Own Peril

[Bloomberg] Inflation Is a Tax on AI’s Unfettered Spending Spree

[Bloomberg] Samsung Chip Workers to Get Average $340,000 Bonus in AI Boom

[Bloomberg] Fertilizer Crunch in Brazil Raises Risks for Farm Economy

[Bloomberg] Satellite Images Show Persian Gulf Oil Slicks Growing During War

[Bloomberg] Putin and Lukashenko Monitor Major Russia-Belarus Nuclear Drills

[NYT] Samsung Averts a Walkout With Big Bonuses, but Discord Over A.I. Profits Brews

[NYT] The A.I. Race to Go Public

[NYT] Trump Approved a Nvidia Chip for Sale in China. Beijing Doesn’t Want It.

[NYT] China’s Housing Slump Shows Signs of Bottoming Out. We’ve Been Here Before.

[WSJ] Kevin Warsh Wants to Remake the Fed. Here’s What He Is Up Against.

[WSJ] The Dangerous Brew That’s Rattling Bond Markets

[WSJ] Bank of Japan Policymaker Signals That Rate Hike Might Be Approaching

[FT] US to invest $2bn in nine quantum computing companies

[FT] Saudi Arabia stops new work for consultants as war rattles finances

[FT] Iran war opens ‘golden window’ for China’s renminbi

[FT] Jamie Dimon praises China for being ‘more consistent’