[CNBC] Nasdaq rallies 2%, fueled by gains in Microsoft and semiconductor stocks: Live updates
[Reuters] US 30-year yield hits 2007 high, stocks attempt post-earnings recovery
[CNBC] Meta tanks nearly 9%, Microsoft jumps 9% as the AI trade splits Big Tech
[Yahoo/Bloomberg] Korean Stocks’ Record Rout Fails to Tempt Global Investors
[Yahoo/Bloomberg] Chinese Chip Stocks Plunge as Investors Rotate Away From Tech
[AP] Live updates: US and Iran trade strikes as hopes dim for a quick resolution
[Axios] U.S. launches fresh airstrikes in Iran
[Yahoo/Bloomberg] US Launches Fresh Strikes Against Iran as War Escalates Again
[Reuters] Drone strike near Suez Canal in Egypt raises new security threat in widening war
[Yahoo/Bloomberg] Hormuz Shipping Traffic Picks Up Despite Middle East Hostilities
[CNBC] U.S. economy slowed to 1.5% growth rate in Q2; June core inflation at 3.3%
[Reuters] US weekly jobless claims increase less than expected
[Yahoo/Bloomberg] Bond Rout Sends Warning to Warsh That Tough Talk Is Not Enough
[Reuters] The bond market isn’t buying what Fed Chair Warsh is selling
[CNBC] Analysis: Fed Chairman Warsh’s credibility in question after leaving interest rates unchanged
[Yahoo/Bloomberg] Meta’s Case for Its AI Spending Keeps Getting Weaker
[Yahoo/Bloomberg] Blue Owl Reports Fundraising Slowdown Amid Credit Pullback
[Reuters] US strikes $58.6 billion Patriot missile deal amid rising stockpile concerns
[AP] Bank of England keeps key rate at 3.75% for the fifth time this year
[Yahoo/Bloomberg] Trump Crypto Tie-Up Fueled Family Windfall, Investor Losses
[Reuters] Latin America likely to see intense El Niño, UN official says
[Reuters] Record low water levels force nuclear output cuts in Hungary and Romania
[Bloomberg] Fed’s Warsh Rebuked by Investors Craving a Real Inflation Fight
[Bloomberg] The Fed Chair’s 2% Inflation Rhetoric Is Starting to Feel Empty
[Bloomberg] Should European Banks Be Crashing the Hedge Fund Party?
[Bloomberg] Goldman Says Diesel at ‘Epicenter’ of Squeeze as Refineries Hit
[Bloomberg] El Niño Threat Raises the Risk of Higher Blueberry Prices
[NYT] Markets Challenge Warsh’s Approach to Taming Inflation
[NYT] Trump Encounters a More Determined Iran as War Widens
[NYT] Saudi Arabia Reluctantly Enters U.S.-Iran War
[NYT] Two Ships Hit in Apparent Drone Strike at Egyptian Port
[NYT] Uninsured Patients Rise Sharply, Hospitals Report, Citing Obamacare Cuts
[WSJ] U.S. Treasury Yields Soar as Market Struggles to Interpret Fed
[WSJ] Fed’s Preferred Inflation Index Cooled but Remained Elevated in June
[WSJ] Egypt Suffers First Drone Attack, Widening the Iran War
[WSJ] See the New Fronts of the Iran War Erupting Across the Middle East
[WSJ] Kevin Warsh Asked the Market to Speak. It Answered.
[WSJ] Why Higher Tariffs Are Becoming the New Normal for Business
[FT] US borrowing costs hit 19-year high as Fed defies inflation fears
[FT] Kevin Warsh’s stripped-back Fed communication ‘already backfiring’, say investors
[FT] Trying to make sense of Warsh
[FT] US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply
[FT] The Fed’s next step is far from clear
[FT] Investors warn Bank of Japan faces test to inflation-fighting credibility
[FT] Beijing pledges faster spending to support China’s economy
