Thursday's News Links

[CNBC] Stocks rally, boosted by declining oil and yields as traders attempt Fed sell-off rebound: Live updates

[Yahoo/Reuters] Oil falls 3% to one-week low as supply disruption fears ease

[Reuters] Rising oil, rates and yields brew up stagflation cocktail for markets

[AP] Claims for unemployment benefits drop to 196,000, lowest since mid-July as layoffs remain low

[Yahoo/Reuters] US single-family housing starts rebound in August; building permits fall

[Axios] Scoop: Trump to hold Iran talks with Gulf leaders next week

[Reuters] Trump hopes Iran war nearing end as Houthi-Saudi fighting escalates

[Reuters] Explainer: How Yemen's Houthis went from a small mountain militia to a big regional threat

[Reuters] Canada and EU should ally to protect democracies, Carney says, after 'associate member' proposal angers Trump

[CNBC] ‘Hostile act’: Trump threatens EU with tariffs over Canada associate-membership proposal

[Politico] Carney to Trump: No one tells Canadians what to do

[Yahoo/Bloomberg] Trump Bans Canadian Goods From US Government Purchases

[Yahoo/Reuters] Goldman Sachs sees October Fed hike after hawkish signal

[Yahoo/Reuters] Bank of England sounds inflation alarm as it holds interest rates

[Yahoo/Reuters] Major central banks on tightening path amid energy price shock

[Yahoo/Bloomberg] Japan Banks See Risk of Rising Bond Yields Leading to Losses

[Bloomberg] Food Prices Present Fresh Risk to Global Bonds After Selloff

[Bloomberg] Radiant World Reveals Near-Empty Coffers to Jefferies Fund

[Bloomberg] BOE Eases Bond-Market Pain With Overhaul of QT Gilt Sales

[Bloomberg] Global Banks’ Financing of Energy Rose to $2.3 Trillion in 2025

[Bloomberg] The US Is Squandering Its Global Leverage

[Bloomberg] Ukraine Hits Key Russian Oil Refinery as Moscow Strikes Kyiv

[NYT] The Fed, After Raising Rates, Grapples With What Comes Next

[NYT] Trump Renews Attacks on Fed After Rate Increase

[NYT] Global Economy Is Running Out of Wiggle Room

[WSJ] Warsh Takes Hawkish Turn With Rate Rise and Hints of More to Come

[WSJ] Iran’s Attempts to Get Around the Hormuz Blockade Are Hitting a Wall

[FT] Donald Trump fails to bend the Federal Reserve to his will

[FT] Bank of England says rates likely to rise as it overhauls gilt sales

[FT] Wall Street warns trading boom is losing steam

[FT] China’s US Treasury holdings fall to lowest level since 2008

[FT] The rebel offensive that shook Saudi Arabia

[FT] The era of AI warfare has arrived