Tuesday's News Links

[CNBC] S&P 500 rises as market continues rebound from Iran conflict turmoil: Live updates

[Yahoo/Bloomberg] Oil Rallies as Iran Targets Middle East Energy Infrastructure

[CNBC] Iran targets UAE energy infrastructure as gas field set ablaze, tanker struck near Strait of Hormuz

[AP] Live updates: Top Iranian security official Ali Larijani killed in overnight strike, Israel says

[Axios] Trump struggles to build coalition to reopen Strait of Hormuz

[Politico] Don’t ‘blackmail’ us: Europe rejects Trump’s demand to help clean up Hormuz mess

[Politico] ‘They hold the cards now’: Trump allies fear Iran is slipping beyond the president’s control

[AP] United Arab Emirates briefly closes airspace as Israel strikes Lebanon and Tehran

[Reuters] Trump says he can do 'anything I want' with Cuba

[CNBC] Private credit’s ‘off-ramp’ emerges as investors look to cash out and default fears grow

[Yahoo/Bloomberg] Traders Snap Up Protection Against Extreme FX Swings on War Risk

[Axios] How the Iran war is an economic world war

[AP] Top counterterrorism official Kent resigns over Trump’s Iran war, says Iran posed no imminent threat

[AP] Trump team applying pressure to media: Tell the war’s story the way we see it

[CNBC] Australia central bank hikes rates to a near 1-year high as Iran war raises inflation risks

[Reuters] Afghanistan says Pakistani airstrike killed 408 at Kabul drug rehab centre, Islamabad rejects charge

[Reuters] Explainer: From sponsor to enemy: What's behind Pakistan's attack on Afghan Taliban?

[Bloomberg] Private Credit Default Rates to Reach 8%, Morgan Stanley Says

[Bloomberg] Private Credit Is Entering Its Musical Chairs Phase

[Bloomberg] Japan Stays Guarded on Trump’s Ship Demands Ahead of Summit

[Bloomberg] Oil Jump to Stir BOJ’s Worry Over Risk of Inflation Overheating

[Bloomberg] Goldman Says Oil’s Biggest Shock to Hurt Refined Products Most

[Bloomberg] Memory Chip Crunch to Persist Until 2030, SK Chairman Says

[Bloomberg] Middle East War to Intensify Soaring European Corporate Distress

[NYT] War in the Gulf Is Now Churning the U.S.-China Relationship

[NYT] Sucked Into War, Gulf Countries Face the Limits of U.S. Security Guarantees

[NYT] I Predicted the 2008 Financial Crisis. What Is Coming May Be Worse.

[WSJ] These Are the 12 Fed Officials Who Are Voting on Interest Rates This Week

[WSJ] The Blowup That Exposed How America’s Banks Are Entangled in Private Credit

[WSJ] What Is Inference? Explaining the Massive New Shift in AI Computing

[WSJ] Iran Unleashes New Crackdown on Its People to Head Off Uprising

[FT] Donald Trump struggles to rally Nato allies to reopen Strait of Hormuz

[FT] China is not going to bail Trump out

[FT] Donald Trump says he will have the ‘honour’ of ‘taking Cuba in some form’

[FT] Investors pile into cash at fastest pace since pandemic on Iran fears

Monday Evening Links

[CNBC] Stock futures are little changed after major averages rebound on easing oil prices: Live updates

[Yahoo/WSJ] Stocks Jump as Brent Crude Pulls Back From $105 

[AP] War rages on multiple fronts as Israeli attacks in Lebanon grow, Iran shipping stranglehold persists

[Bloomberg] Trump Demands Help With Hormuz, Threatens More Kharg Strikes

[Axios] Iran and U.S. have been in direct contact in recent days, sources say

[Reuters] Private credit strains ripple through Wall Street as investors grow wary

[AP] Spring, climate change, jet stream serves up buffet of wild weather hitting US

[NYT] With Threats and Claims of ‘Treason,’ Trump Pressures Media on the War

[NYT] Trump Officials Look to More Managed Approach to Trade With China

[WSJ] U.S. Allies Rebuff Trump’s Demand for Help Opening Strait of Hormuz

[WSJ] Israel Invades Lebanon, Opening New Front Against Iran

[WSJ] Time to Give Up the Jerome Powell Case

[WSJ] Nvidia’s CEO Projects $1 Trillion in AI Chip Sales as New Computing Era Begins

[FT] Donald Trump asks to postpone long-awaited summit with China’s Xi Jinping

[FT] US diesel prices soar to almost $5 as Iran war pinches global supplies

[FT] US says two of its three Gulf-based minesweepers are in Malaysia

Monday Afternoon Links

[CNBC] Dow bounces 300 points to start the week as oil prices fall back to $95 a barrel: Live updates 

[CNBC] Oil prices fall as Trump pressures allies to help protect tankers in Strait of Hormuz

[AP] Live updates: US allies hesitate as Trump calls for warships in the Strait of Hormuz

[Yahoo/Reuters] Trump's Iran war duties, not China disputes, could delay Beijing summit, Bessent says

[Yahoo/Bloomberg] Markets May Be Underpricing Iran Risks, Bank of America Warns

[AP] Trump side-stepped diplomacy on his way to war in Iran. Now, he’s asking China and others for help

[AP] China warns Trump’s latest tariff moves could damage trade ties

[Axios] Time is running out on the Fed, Trump administration's game of chicken

[Bloomberg] How the Iran War Is Disrupting the Strait of Hormuz

[Bloomberg] Court Papers Show Powell to Stay at Fed If Probe Continues

[Bloomberg] Data Centers Overtake Offices in US Construction-Spending Shift

[FT] Biggest Nato allies reject Trump’s Hormuz armada demand

[FT] Donald Trump throws US-China reboot off course with threat to delay Xi Jinping summit

[FT] Prolonged Iran war threatens to magnify economic pain, BIS warns