Monday's News Links

[CNBC] Dow tumbles 600 points as oil tops $100 a barrel, raising stagflation fear: Live updates

[Yahoo/Bloomberg] Global Bond Rout Grows as Oil Upends Interest-Rate Outlook

[Yahoo/Bloomberg] Oil Soars Above $100 as Iran War Forces Saudi Production Cuts

[Reuters] Dollar surges as Middle East war sends oil above $110 a barrel 

[Yahoo/Bloomberg] Emerging-Market Rout Deepens as Oil Shock Sparks Investor Flight

[Yahoo/Bloomberg] Japan’s Nikkei Enters Correction as Oil Spikes, Iran Fears Weigh

[AP] Wall Street follows global markets lower as Iran war briefly pushes crude prices near $120 a barrel

[Yahoo/Bloomberg] Crop Prices Jump as War Snarls Trade and Risks Tightening Supply

[Reuters] Trump says ending Iran war will be 'mutual' decision with Netanyahu

[Axios] The Iran war's economic blowback is getting real

[Axios] How the Iran energy shock could bring lasting geopolitical change

[CNBC] China consumer inflation hits three-year high as producer deflation eases

[Bloomberg] How the Iran War Is Disrupting Global Oil and Gas Supply

[Bloomberg] Soaring Credit Risk Pushes Borrowers to Keep Delaying Bond Sales

[Bloomberg] IMF Urges Preparation for ‘Unthinkable’ Amid Mideast Conflict

[Bloomberg] Momentum Trades Rapidly Unwind as Global Selloff Takes Hold

[Bloomberg] EM Stocks Down 10% From Peak as Oil Surges, Currencies Slide

[Bloomberg] Japan’s Stagflation Risk Mounts With $100 Oil and Sagging Yen

[Bloomberg] Chinese Sovereign Bonds Slump as Oil Surge Fans Inflation Worry

[Bloomberg] Aluminum Rises to 2022 High as Iran War Stokes Supply Crunch

[Bloomberg] The Oil Pipelines That Could Decide the Iran War

[Bloomberg] Asia’s Ultra-Rich Having Second Thoughts on Dubai as War Rages

[Bloomberg] Iran War Is Giving Markets a Covid-Like Shock

[Bloomberg] China Warns Japan Over Taiwan Premier’s First Visit Since 1972

[NYT] For China, Billions of Dollars Are at Risk From a Widening War

[WSJ] Iran Signals a Fight to the End With Appointment of Khamenei’s Son

[WSJ] America’s Natural-Gas Bounty Is Cushioning U.S. Markets From Global Shocks

[WSJ] U.S. and Israeli Military Campaign Tests Limits of Air Power

[FT] Middle East war day 9 as it happened: Mojtaba Khamenei becomes Iran’s supreme leader

[FT] G7 discuss joint release of emergency oil reserves

[FT] Mojtaba Khamenei’s appointment is a sign Iran’s hardline policies will continue

[FT] Trump’s Venezuela strategy has failed in Iran

[FT] Gilt market slump deepens as traders bet on Bank of England rate rise

[FT] Jefferies claims Western Alliance made ‘false’ statements over First Brands

Sunday Evening Links

[CNBC] Dow futures tumble 1,100 points as U.S. oil tops $116 a barrel to begin the week’s trading: Live updates

[Yahoo/Bloomberg] Oil Market Chaos to Deepen as More Gulf Giants Cut Output

[Yahoo/Bloomberg] Hormuz Tracker: Iran-Linked Ships Are the Only Ones to Transit

[AP] Iran war’s targets widen into civilian infrastructure and Saudi Arabia reports first deaths

[Reuters] Iraqi oil production collapses with Strait of Hormuz blocked by conflict, sources say

[Axios] Scoop: U.S. dismayed by Israel's Iran fuel strikes, sources say

[Axios] Iran's next supreme leader: Khamenei's hardline son Mojtaba

[AP] Oil built the Persian Gulf. Desalinated water keeps it alive. War could threaten both

[Yahoo/Bloomberg] Trump Threatens to Stall Bills Until His Voting Measure Passes

[Bloomberg] Oil Tops $110 as Iran War Forces More Gulf Giants to Cut Output

[Bloomberg] Mojtaba Khamenei: Iran’s New Supreme Leader Fights Trump, Israel and Anger at Home

[Bloomberg] Private Credit’s Gate-Crashers Are Forcing Funds Into a Brutal Spot

[Bloomberg] Stock and Bond Traders Eye Another Volatile Open

[Bloomberg] Why the AI Boom Will Make Phones, Cars and Electronics More Expensive

[Bloomberg] Goldman Says Hedge Funds Add Short Bets on US Stocks Amid Rout

[NYT] Energy Secretary Says Tankers Could Start Moving Soon

[NYT] State Dept. Said to Order Diplomats in Saudi Arabia to Leave

[NYT] U.S. Embassy in Baghdad Targeted as Iraq Gets Drawn Deeper Into Regional War

[NYT] How Trump’s War in Iran Has Echoes of Putin and Ukraine

[WSJ] The Long-Feared Persian Gulf Oil Squeeze Is Upon Us

[WSJ] De Facto Wartime Leader Steers Iran’s Defiant Response to U.S.

[WSJ] Iraq Becomes Battleground for U.S. Forces Once Again

[WSJ] It’s High Time to Restock U.S. Munitions

[WSJ] America’s Natural-Gas Bounty Is Cushioning U.S. Markets From Global Shocks

[FT] Mojtaba Khamenei’s appointment is a sign Iran’s hardline policies will continue

[FT] Trump raises the stakes in Iran by weighing deployment of US ground forces

Sunday's News Links

[AP] Live updates: Iran accused of attacks in the UAE and Bahrain, while Tehran blanketed by smoke from Israeli strikes

[AP] Iran war’s targets widen into civilian infrastructure as Bahrain says water plant hit

[Yahoo/Bloomberg] Bond Traders Already Had Their Hands Full, ‘Then a War Breaks Out’

[Yahoo Finance] War escalation, jobs report fallout, and Oracle earnings: What to watch this week

[Yahoo/Bloomberg] US inflation gauges likely diverged before war in Iran

[Axios] U.S. weighs sending special forces to seize Iran's nuclear stockpile

[Politico] Iranian foreign minister pushes back on demand for 'unconditional surrender'

[Bloomberg] Tehran Engulfed in Fire, Smoke and Acid Rain Following Strikes

[Bloomberg] Oil Market Chaos to Deepen as More Gulf Giants Cut Output

[Bloomberg] Option Frenzy From Oil to Corn Highlights Iran War Market Stress

[Bloomberg] Gas, Diesel, Jet Fuel Prices Climb as Iran War Chokes Supplies

[Bloomberg] Iraq Oil Output Plunges About 60% as Iran War Blocks Tankers

[Bloomberg] America Is Ignoring Lessons From Vietnam to Iraq

[WSJ] Attacks on Desalination Drag Water Supplies Into the War With Iran

[WSJ] America’s Military Is Focused on Iran. Its Biggest Challenge Is China.

[FT] The guards rise again: the force still shaping Iran