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Monday, August 17, 2026

Tuesday's News Links

[CNBC] S&P 500 falls, hurt by rising Treasury yields and oil prices: Live updates

[Reuters] Bonds, stocks jolted as Middle East tensions shatter market calm

[CNBC] 30-year Treasury yield tops 5.33%, new 19-year high on inflation, spending concerns

[Reuters] Japan's 10-year yield hits three-decade peak on inflation worries

[Yahoo/Bloomberg] Global Bond Rout Sends Long-Term Borrowing Costs to Highest in Decades

[Reuters] Hormuz Strait to remain shut until U.S. meets interim deal conditions, Iran says

[AP] Ship attacked during Strait of Hormuz transit and other news from the Middle East

[Yahoo/Bloomberg] Trump Takes Hard Line on Iran as Hormuz Standoff Drags On

[Axios] Trump torches allies as Iran exposes limits of hard power

[Reuters] Hormuz crossings rise slightly from weekend, remain in single digits, data shows

[Yahoo/Reuters] US single-family housing starts slide in July

[Yahoo/Reuters] Analysis-As US debt mounts, investors demand higher returns to lend

[Axios] Price pain point: Why inflation could get worse

[Bloomberg] Emerging Assets Halt Rally on Higher Oil Prices, Bond Selloff

[Bloomberg] BofA Poll Sees Few Bears Left as Investors Pile Into Stocks

[Bloomberg] Traders Short French Bonds as Fight Over Budget Set to Escalate

[Bloomberg] Klarna Cuts Revenue Guidance and Is Searching for New CFO

[Bloomberg] Supply Crunch Grips Copper Market as Key Spread Flares Out

[Bloomberg] Canadian Firms Have $360 Billion of Private Credit Exposure, Mostly in US

[NYT] Facing Quagmire in Iran, Trump Turns to a Familiar Face: North Korea’s Kim Jong-un

[NYT] It’s Crunchtime Again for Canada to Avoid New U.S. Tariffs

[WSJ] Global Government Bond Yields Hit Multiyear Highs

[WSJ] Why Trump Is Threatening Again to Bomb Oman

[WSJ] Iran-Backed Houthis Threaten Coast Along Red Sea Chokepoint

[WSJ] See How Europe’s Rivers Are Drying Up and Threatening Its Economy

[FT] Global bond sell-off deepens

[FT] Forget the bond rout, fund managers are in party mode

[FT] AI hasn’t gone rogue. It’s worse than that

[FT] Seoul rattled by Trump’s threat to drills at heart of US alliance

[FT] Here’s Apollo’s big First Brands short presentation