Monday Evening Links

[CNBC] Stocks end lower as oil prices surge on renewed Hormuz tensions, SK Hynix leads chip stock sell-off

[CNBC] Brent oil jumps more than 9%, biggest daily gain since 2020, after Trump reinstates Iran blockade

[AP] Live updates: Trump says US will blockade Iran in Strait of Hormuz and charge ships for safe passage

[Axios] U.S. military to enforce new Iran blockade starting 4pm Tuesday

[Yahoo/Bloomberg] US Attacks Iranian Port Using Sea Drones for the First Time

[AP] Yemen’s Houthis strike Saudi Arabia’s Abha airport with missiles and drones in a sharp escalation

[Yahoo/Bloomberg] Fed Maintains Reserve Management Purchases at $10 Billion

[Yahoo/Bloomberg] Robinhood Eyes Its First Bond Sale Backed by Credit Card Bills

[Bloomberg] Trump’s Hormuz Demand Implies Fee of $30 Million Per Supertanker

[Bloomberg] Tariff Refunds Trigger Widening in US Budget Gap for 2026

[NYT] Trump’s Strait of Hormuz Fee Could Double the Cost of Shipping

[NYT] Fed Official Warns of Higher Rates if Inflation Stays Elevated

[WSJ] U.S. Launches New Iran Strikes, as Trump Weighs Attacking Nuclear Site