Tuesday Afternoon Links

[Yahoo/Reuters] S&P 500, Nasdaq hit record highs as Treasury yields stall, oil slips

[Yahoo/Reuters] Oil prices stable as market weighs supply risks, rising Middle East exports

[Yahoo/Reuters] US trade balance sinks deeper into the red as imports hit record high despite tariffs

[Yahoo/Reuters] New York Fed says supply chain pressures rose last month relative to August

[Axios] Exclusive: Fed eyes AI, tariffs, energy for inflation outlook

[Reuters] The world has nearly burned through its oil stockpile buffer, executives say

[AP] What to know as the fighting in Yemen escalates while US-Iran tensions remain high

[Yahoo/Reuters] IMF says hedge funds' market footprint growing, merits closer scrutiny

[Yahoo Finance] As AI bubble fears circulate, remember the railroad bust of 1873

[Reuters] Ukraine's Zelenskiy says intelligence shows Russia is preparing massive attack

[Bloomberg] Iran Ramps Up Ship Attacks in Hormuz as Oil and Gas Flows Climb

[Bloomberg] Why the Houthis Are So Hard to Defeat