Wednesday's News Links

[CNBC] S&P 500 ticks higher as oil falls and traders await Nvidia’s earnings: Live updates

[Yahoo/Bloomberg] Global Long Bond Yields Hit Highest in Almost Two Decades

[Yahoo/Reuters] Oil prices slump after Trump comments while analysts point to supply crunch

[CNBC] U.S. Treasurys are now firmly in the ‘danger zone,’ strategists say

[Yahoo/Bloomberg] Iran Threatens to Retaliate Beyond Middle East If US Attacks

[CNBC] Iran threatens to extend conflict ‘beyond the region’ if U.S. and Israel resume attacks

[Axios] All 50 states top $4 a gallon gas as Iran impacts linger

[Axios] Iran war hits small business hard

[Yahoo/Reuters] Divisions awaiting Warsh to be on display in Fed minutes release

[CNBC] Rising mortgage rates cause surge in demand for riskier loans

[Yahoo/Reuters] AI financing fueling a surge in U.S. convertible bond sales

[AP] Kansas farmers pulled by weather extremes and growing costs, wheat crop could be worst since 1972

[Yahoo/Bloomberg] Samsung Faces Chip Plant Strike That Threatens Global Supply

[Yahoo/Bloomberg] Xi and Putin Hail Partnership While Signing Pacts to Deepen Ties

[AP] Xi and Putin meet to reaffirm China-Russia ties days after Trump’s visit to Beijing

[Reuters] Putin says Russia-China ties at unprecedented level, invites Xi to Russia

[Politico] The world has 6 months to avert major food crisis, says UN as Hormuz struggle drags on

[Bloomberg] Wall Street Takes Its Cut of $34 Trillion in US Homeowner Wealth

[Bloomberg] McQuade: Trump’s $1.8 Billion Anti-Weaponization Fund Is a Sham

[Bloomberg] Rice Prices Extend Rally to One-Year High as Crop Concerns Mount

[Bloomberg] China Cuts Spending the Most in Six Months in Blow to Economy

[NYT] Early War Goal Was to Install Hard Line Former President as Iran’s Leader

[NYT] How Iran Gained Leverage in the War

[NYT] China Warns Against New U.S. Tariffs While Confirming Summit Deals

[WSJ] The Global Bond Rout Is Accelerating. Here’s What to Know.

[WSJ] Higher Prices Could Slow the AI Building Boom

[WSJ] Flurry of Suspicious Oil Trades Worth $800 Million Triggers Regulatory Probe

[WSJ] Taiwan Presses Its Case After Trump Puts Arms Sales in Question

[FT] The oil shock is coming for America

[FT] The Gulf crisis may just be starting

[FT] The impossible maths of the AI boom

[FT] How Jay Powell steered the Federal Reserve under fire from Donald Trump

[FT] Xi warns of ‘law of the jungle’ in meeting with Vladimir Putin

[FT] Protests spread in Africa as fuel crisis deepens