Thursday, July 23, 2026

Friday's News Links

[CNBC] Dow rebounds as oil surge eases, Intel gains after earnings: Live updates

[Reuters] Japan's Nikkei falls more than 2% on AI spending worries

[Yahoo/Bloomberg] Japan’s 40-Year Yield Rises 10 Basis Points on Inflation Fears

[Yahoo/Reuters] Oil retreats from above $100, still set for weekly rise on Middle East escalation

[Reuters] Oil batters bonds as AI burns cash

[AP] Drones target northern Iraqi city where US forces are based as US-Iran fighting escalates

[Reuters] US strikes Iran from south to north after Trump threats over Red Sea shipping

[Axios] Drones have created a new energy security landscape

[Axios] It's one choke point after another in the global economy

[Reuters] Trump imposes new global tariffs, drawing protests from trading partners

[AP] Trump imposes double-digit tariffs on dozens of countries as his 10% levies are set to expire Friday

[Yahoo/Reuters] Fed Chairman Warsh faces cruel summer as bond yields spike

[Yahoo/Bloomberg] Economists Stick to Fed Rate Cut Call as Markets Price In Hikes

[Axios] Behind the Curtain: AI titans' biggest private fear

[Yahoo/Bloomberg] Gulf States Set for Debt Binge to Build Routes Avoiding Hormuz

[CNBC] China’s largest memory chipmaker sparks fears of a cash drain as it readies for public debut

[Yahoo/Reuters] Japan government highlights mounting inflationary pressure

[Reuters] Wildberries, 'Russia's Amazon,' says Ukrainian drones struck three more of its warehouses

[Bloomberg] BlackRock Kicks Off $12.3 Billion Bond Sale for Meta Data Center

[Bloomberg] Momentum Crash Hits YOLO Traders’ Returns by Most in Four Years

[Bloomberg] Authers: Game Theory, the Odyssey, and Bab el-Mandeb

[Bloomberg] Gilts Caught Between Twin Risks From Burnham Debut and Oil Shock

[Bloomberg] Yen’s Worst Week Since May Brings It Close to 165 Versus Dollar

[Bloomberg] Japan’s Inflation Picks Up, Keeping BOJ on Path for Rate Hikes

[Bloomberg] Japan’s Katayama Says to Take Bold FX Steps Decisively as Needed

[Bloomberg] PBOC Adds Most Liquidity to Economy in Five Months to Aid Growth

[Bloomberg] Extreme Heat Pushes Rhine River to Critically Low Levels

[WSJ] Trump Is Losing Patience Over an Iran War With No Clear End in Sight

[WSJ] The Houthis Have Opened a New Front in the U.S.-Iran War

[WSJ] Trump’s Trade Wars Are Back—Despite the Supreme Court

[WSJ] How the Futuristic Hack by Rogue OpenAI Models Unfolded

[WSJ] Investors Zero In on Runaway Tech Spending, Putting Dent in AI Trade

[WSJ] Big Banks Are Wading Back Into Commercial Real-Estate Lending

[WSJ] Inside China’s All-Out Push to Catch Up With American AI Chips

[FT] Tett: Welcome to the era of financial candyfloss

[FT] Meta faces higher borrowing costs in latest $12bn data centre financing

[FT] South Korea’s cash-rich winners of AI boom go on US buying spree