Thursday's News Links

[CNBC] Stocks slide as Treasury yields continue climb; oil gains 4%: Live updates

[CNBC] Treasury yields rise as Fed’s Waller says more hikes needed, investors await 30-year auction

[Reuters] Shares slip as European bond bashing rumbles on

[CNBC] Brent crude tops $105, oil gains as Middle East hostilities and potential escalation stoke supply worries

[Yahoo/Reuters] Dollar creeps towards 18-month high, euro lags as bond yields rise again

[CNBC] Trump says he is not keen on a deal with Iran as U.S. reportedly prepares for ‘massive bombing’

[AP] Houthis claim new attack against airport in Saudi capital as witness reports evacuation

[AP] Explosions heard in Saudi capital and Riyadh airport, and other Mideast developments

[Reuters] Attack risks rise for tankers as Iran vows to block more Hormuz routes

[Reuters] Hormuz transits at lowest in over two months after attacks, data shows

[AP] Unemployment benefit claims dipped slightly last week as layoffs remain low

[Yahoo/Reuters] Fed's Waller: More hikes needed, but there is 'flexibility' about the pace

[Yahoo/Bloomberg] AI Bubble Risks Worst S&P 500 Crash Since 2008, Strategist Says

[Reuters] Sovereign bonds shouldered aside as AI takes their turf

[Yahoo/CNN] A hurricane could cripple US refining when the world can least afford it

[CNBC] Inflation on many everyday items was entirely due to tariffs, NY Fed says

[AP] Hurricane Isaias is expected to get stronger on its way to Florida, Alabama and Mississippi coasts

[Yahoo/Reuters] Bank of Japan sees broadening inflationary pressure

[Reuters] South Korea may ban foreign banks arranging global bond deals, Bloomberg News reports

[Reuters] Attacks on Saudi airports kill three people, as fighting escalates in Yemen

[Bloomberg] Tanker Attacked Deep in Persian Gulf for First Time in Weeks

[Bloomberg] European Bank Stocks Head for Worst Two-Day Rout Since March

[Bloomberg] Anthropic IPO Investors Struggle to Put a Price on Rogue AI Risk

[Bloomberg] The AI Giants Are Facing a Severe Case of Financial Indigestion

[NYT] France Is Veering Toward a Potential Debt Crisis, a Warning to the World

[NYT] Blasts Rattle Riyadh as Saudi Arabia Hit by Deadliest Houthi Attacks So Far

[NYT] Fed Minutes Show Officials Saw More Work to Do to Quell Inflation

[WSJ] Oil Majors Cut Production in Gulf of Mexico as Hurricane Isaias Strengthens

[WSJ] Default May Be the Tail Risk Haunting French Bonds

[WSJ] AI Investment Boom to Drive Fastest Global Trade Growth Since Financial Crisis, WTO Forecasts

[FT] How a trillion-dollar hedge fund borrowing spree became Wall Street’s cash cow

[FT] Crowding out pits sovereigns against AI

[FT] Germany heads for fastest growth since 2022