Wednesday Afternoon Links

[AP] Stocks rise on Wall Street as oil prices, bond yields hold relatively steady

[Yahoo/Reuters] Yen gains sharply, dollar eases from two-week high

[Reuters] Rise in US factory orders beats expectations in July

[Reuters] US private credit firms mark down more loans 

[Axios] Trump's Canada antagonism vexes Americans

[Bloomberg] Fed Chairman Warsh Lays Out His Own Data Dashboard for Reading the US Economy

[Bloomberg] Mark Walter’s Insurers Borrowed From Home Loan Bank While Lending to Affiliates

[Bloomberg] Bessent Leaves BOJ in No-Win Situation Over Japan Rate Hikes

[NYT] Trump Returns to a Familiar Playbook as the War With Iran Flares Up Again

[NYT] The Logistics Nightmare Facing U.S. Warships

[WSJ] Borrowing Isn’t the Bond Market’s Only Concern—Growth Is Too