Monday, June 29, 2026

Tuesday's News Links

[CNBC] Dow flat as it heads for best first half in 5 years, Nasdaq set for best quarter since 2020: Live updates

[CNBC] Japanese yen sinks to 40-year low, keeping intervention risks in focus

[Reuters] Stocks surge in stellar quarter; dollar hits gold and yen

[Reuters] Oil set for steepest quarterly loss since 2020 as traders focus on US-Iran talks

[Yahoo/Bloomberg] Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings

[Yahoo/Bloomberg] HSBC Says ‘Explosive’ Dollar Rally Is Among Biggest Pain Trades

[AP] U.S. envoys arrive in Qatar for meetings on Iran amid tensions following weekend attacks

[Reuters] Uncertainty over Qatar diplomacy clouds prospects for US-Iran deal

[Axios] The AI boom's historical warning

[Reuters] With independent agencies imperiled, Fed may face further pressure despite Cook win

[Politico] Trump now 'hates' his own trade deal. But he'll have a hard time killing it.

[CNBC] China factory activity grows faster than expected in June on tech export demand

[Bloomberg] Emerging Market Bond Sales Hit $450 Billion as Spreads Narrow

[Bloomberg] Japan’s Super-Long Bond Yields Climb as Fiscal Concerns Grow

[Bloomberg] BOE’s Breeden Warns AI Agents Risk Causing Market Meltdowns

[Bloomberg] AI Leverage Is More Worrying Than Valuations, IMF’s Adrian Says

[Bloomberg] Bessent Says Only China Buying Iranian Oil, Others Are Wary

[Bloomberg] South Korea Tightens Property Curbs as Chip Boom Spurs Home Prices

[Bloomberg] Morgan Stanley Warns of Oil Glut and Cuts Forecasts on Hormuz

[Bloomberg] The World Now Has 3,302 Billionaires and They’re Getting Richer

[WSJ] U.S. Home Price Growth Edged Up in April

[WSJ] U.S. Quake-Relief Efforts Collide With Anger at Venezuela’s Government

[FT] Magnificent Seven stocks shed $2.3tn in Wall Street tech rotation

[FT] How the great wealth transfer is rattling Wall Street

[FT] Businesses face up to budget-busting AI bills

[FT] World Bank drops climate finance target under US pressure