Wednesday, August 5, 2026

Thursday's News Links

[CNBC] Dow rises as traders monitor negotiations to reopen Strait of Hormuz: Live updates

[Yahoo/Reuters] Oil gains as investors cautious over Iran-Oman talks

[Yahoo/Bloomberg] Emerging Currencies Hold Near Record High as Carry Trades Revive

[Yahoo/Bloomberg] ‘Sell America’ Debate Re-Emerges as US Policies Sow Some Doubts

[Yahoo/Bloomberg] Alphabet Returns to Bond Market Despite AI Spending Worries

[AP] Possible Strait of Hormuz deal, Israeli soldiers killed in Lebanon and other news in the Mideast

[Yahoo/Bloomberg] Iran Says Deal With Oman on Strait of Hormuz Agreed in Principle

[Reuters] Iran warns Gulf states: tell Trump to desist or we hit you hard

[Yahoo/Reuters] US weekly jobless claims edge up; planned layoffs decline in July

[Yahoo/Reuters] US productivity rises faster than expected in second quarter

[Axios] U.S. workers' share of national income falls to a new low

[CNBC] JPMorgan’s Jamie Dimon warns of high leverage: ‘Somebody will disrupt the market’

[Yahoo/Bloomberg] FOMO-Driven Buying of S&P Calls Fuels ‘One-Way Flow’ of Orders

[Yahoo/Bloomberg] Xi Flexes Expanding Legal Arsenal to Warn Trump Ahead of Summit

[AP] How extreme heat is changing Americans’ lives, according to a new AP-NORC poll

[AP] Europe heat wave puts all major Italian cities on red alert as Austria sets heat record

[Reuters] Romania races to divert Danube water to nuclear reactor as shutdown looms

[Bloomberg] Trump Said to Call Warsh In Latest Signal of Push to Remake Fed

[Bloomberg] AI Hedge Fund’s Near Miss May Embolden Risky Bets

[Bloomberg] AI’s Volatile Power Demand Is Damaging Its Own Data Centers

[Bloomberg] BlackRock’s Troubled TCP Sells $523 Million of Loans to Pantheon

[Bloomberg] Ukraine Says It Hit Two of Russia’s Oil Refineries Overnight

[NYT] Bessent Declares Widening Gap Between Rich and Poor ‘Dead’

[WSJ] Trump Has Called Warsh Repeatedly Since He Became Fed Chair

[WSJ] Scott Bessent’s Yen Trade Has Unintended Consequences for the Markets

[WSJ] ‘Perps’ Are the Risky New Derivatives That Could Amplify Stock Blowups

[WSJ] Water Crisis Deepens on the Colorado River

[FT] Kevin Warsh to stick with lean Fed messaging despite market backlash

[FT] Insurance and bank stocks slide amid China tax crackdown fears