Friday's News Links

[CNBC] Stocks lower as S&P 500 heads for fourth losing week in a row amid high oil prices: Live updates

[CNBC] Oil falls as U.S. weighs releasing sanctioned Iranian crude to cool prices

[CNBC] UK government borrowing costs hit their highest level since 2008 as inflation fears hit the gilt market

[CNBC] U.S. Treasury yields edge higher as Iran war drives inflation pressure

[AP] Live updates: Iran retaliates against Gulf energy sites as stocks sink worldwide

[WSJ] Pentagon Sends More Troops to Middle East

[Yahoo/Bloomberg] Iran Keeps Up Gulf Strikes as War Approaches Three-Week Mark

[Axios] Trump mulls risky Kharg Island takeover to force Iran to open strait

[Axios] House GOP welcomes $200B Pentagon request to jump-start reconciliation 2.0

[Yahoo Finance] Gasoline prices hit highest level since March 2022 as oil tops $100

[MSN/WP] Small business reeling from tariffs brace for spiking oil prices

[Yahoo Finance] How the Strait of Hormuz closure impacts the auto sector

[Telegraph] This is an energy emergency: entire countries may run out of oil

[Yahoo/Telegraph] Chinese squeeze on ‘war metal’ to send cost of missiles soaring

[CNBC] U.S. says Cuba is prohibited from taking Russian oil as two tankers head to island

[NYT] In Japan, Trump’s Pearl Harbor Joke Elicits Scorn and Dismay

[Bloomberg] Treasuries Slide as Elevated Oil Prices Fuel Inflation Fears

[Bloomberg] Markets Are Underpricing This Commodity Shock

[Bloomberg] Central Banks Won’t Be Riding to the Rescue This Time

[Bloomberg] Why Diesel Prices Are the Real Concern for the Economy

[Bloomberg] Oil Tanker Market’s Key Rate Thrown Into Chaos With Hormuz Shut

[Bloomberg] EU Leaders Confront Multi-Year Energy Squeeze After Qatar Hit

[Bloomberg] Indian Rupee Falls Most in Four Years as Risks From War Mount

[Bloomberg] Shock Resignation of India Bank Chief Baffles Global Investors

[Bloomberg] Iran War’s Energy Shock Puts Some Major IMF Borrowers at Risk

[NYT] Scramble for Jet Fuel Shows How Energy Shortages Are Rippling Across Asia

[NYT] Record Number of Student Loan Borrowers Are in Delinquency and Default

[WSJ] Iranian Strikes Take Big Toll on Qatar’s Ability to Export Gas

[WSJ] The Critical Energy Assets Hit in the Gulf

[WSJ] Saudi Arabia Sees a Spike to $180 Oil if Energy Shock Persists Past April

[WSJ] Taiwan’s All-Hands-on-Deck Plan to Fend Off China

[FT] Iran war is the greatest threat to global energy ‘in history’, warns IEA

[FT] UK borrowing costs hit highest level since 2008 amid inflation shock

[FT] Tett: The war over tail risks is in full swing

[FT] Qatar’s gas empire comes under fire

[FT] Military briefing: the perils of the Hormuz escort plan

[FT] The black-box funds fuelling insurers’ private credit binge

[FT] China’s crackdown on fuel and fertiliser exports spurs supply fears

[FT] Anthropic showdown fractures Donald Trump’s pact with Silicon Valley

Thursday Evening Links

[CNBC] Stock futures tick higher, but S&P 500 heads for fourth losing week in a row amid rising oil prices: Live updates

[Yahoo/Bloomberg] Oil Ends Choppy Day as Trump, Netanyahu Try to Ease War Concerns

[Yahoo/Bloomberg] Bond Markets Hit by Oil Shock as Traders Bet on Higher Rates

[Axios] These 4 strategic flashpoints are shaping the Iran war

[Yahoo/Bloomberg] DOJ, White House Clear Way for Pirro to Keep Powell Probe

[Axios] James Comey subpoenaed in alleged "grand conspiracy" against Trump

[Bloomberg] Iran Leaves an Isolated Trump Grappling With Historic Oil Crisis

[Bloomberg] Treasury Says Cuba Can’t Get Russian Oil as Ship Heads to Island

[Bloomberg] Blackstone’s $83 Billion BCRED Is Selling New Private Credit CLO

[Bloomberg] Iran War Ripples Are Driving Up Prices for Plastics Ingredient

[WSJ] Trump’s Iran War Frays Ties With Allies as Oil Prices Surge

[FT] Gilts sell off after Bank of England warns of inflation risks

[FT] India’s central bank battles to protect rupee from Iran war fallout

Thursday Afternoon Links

[CNBC] Stocks fall again as oil prices rise, Dow loses 300 points: Live updates

[Yahoo/Bloomberg] Oil and Gas Prices Jump as Strikes on Gulf Facilities Escalate

[Yahoo/Bloomberg] Bonds Tumble Worldwide as Iran War Stokes Bets on Rate Hikes

[Yahoo/Bloomberg] US Crude Is Lagging Behind as Global Oil Prices Skyrocket

[CNBC] Government bonds face ‘perfect storm’ as Iran war rattles Europe’s central banks

[AP] Live updates: Iran retaliates on Gulf energy sites as stocks sink worldwide

[Yahoo/Bloomberg] Iran Attacks Energy Sites, Defying Trump Calls for Restraint

[AP] The targeting of key Gulf energy infrastructure raises the risk of long-term disruption

[CNBC] January new home sales plunge to the lowest pace since 2022

[AP] DOJ investigation into Powell could backfire on Trump and keep Fed chair in office

[Bloomberg] Wall Street Faces a $5.7 Trillion Triple-Witching Jolt on Friday

[Bloomberg] Israel Shrugs Off Trump’s Rebuke Over Attack on Iran Gas Field

[Bloomberg] US Allies See No Way of Opening Hormuz Strait During War

[Bloomberg] Position Wash-Outs in Few Manic Minutes Spurred Fed Hike Pricing

[Bloomberg] JPMorgan, Goldman Offer Hedge Funds Way to Short Private Credit

[Bloomberg] Citi Gave £100 Million Credit Line to Lender Backed by MFS’ Raja

[NYT] Banking Regulators Prepare to Loosen Post-Crisis Capital Rules

[WSJ] ‘It’s a Nightmare’: Rapid Battlefield Shifts Leave Markets Trading Blind

[WSJ] Pentagon Will Ask for More Money to Fund Iran Campaign

[WSJ] Big Banks Score Win Under New Plan to Loosen Capital Rules

[WSJ] The Credit Engine Behind China’s Economy Is Sputtering

[FT] Trump struggles to distance himself from Israel over strike on Iran gasfield

[FT] Europe needs to prepare now for an extended energy shock

[FT] Japan rebels over $6bn fee for SoftBank under US trade deal

[FT] War between Afghanistan and Pakistan has much wider consequences