Thursday's News Links

[CNBC] Stocks fall as oil jumps and Trump warns Iran negotiators to ‘get serious’: Live updates

[Reuters] Stocks and bonds slide as Iran crisis drives oil above $105

[CNBC] Oil prices rise 3% as Iran rejects direct U.S. talks despite proposal review

[Yahoo/Bloomberg] Chip Selloff Deepens After Google Touts Memory Breakthrough

[AP] Live updates: Live updates: Trump tells Iran to ‘get serious soon’ on negotiations after Tehran dismisses ceasefire plan

[Axios] Pentagon prepares for massive "final blow" of Iran war

[AP] Iran and the US harden their positions as Tehran tightens its grip on the Strait of Hormuz

[Yahoo/Bloomberg] Trump Urges Iran to Negotiate a Deal Before It Is ‘Too Late’

[Reuters] Yemen's Houthis ready to join Iran war if needed, raising new shipping risk

[Yahoo/Bloomberg] War Hits Global Economy With OECD Seeing 4.2% US Inflation

[Yahoo/Reuters] Analysis-Iran war chokes petrochemical supply, sends plastic prices soaring

[Yahoo/Reuters] Helium shortage has started impacting tech supply chains, execs say

[Reuters] From beer to cosmetics, Asia feels full force of war-fuelled energy crisis

[AP] Iran war deflects attention from Ukraine as an emboldened Russia starts spring offensive

[AP] US filings for jobless aid tick up last week to 210,000 but remain at historically healthy levels

[CNBC] U.S. Postal Service seeks 8% fuel surcharge for package deliveries as Iran war raises oil prices

[AP] Iran war’s environmental toll could leave damage and health risks for decades, experts say

[Yahoo/Bloomberg] Wall Street Bonus Pool Jumps to a Record $49.2 Billion for 2025

[Bloomberg] Private Credit Flows Falter Amid Defaults, AI Disruption Fears

[Bloomberg] Private Credit Turmoil Has Retail Investors Eyeing the Exits

[Bloomberg] Soaring Airfares Are About to Ruin a Whole Lot of Vacations

[Bloomberg] Japan Short-Tenor Yields Rise to Decades Highs on Rate Hike Bets

[Bloomberg] Fed Chair Nominee Warsh May Need Five Years to Really Shrink the Central Bank’s Balance Sheet

[Bloomberg] BOK Flags Financial Stability Risks as Iran War Fallout Persists

[NYT] War Will Push U.S. Inflation Above 4 Percent This Year, O.E.C.D. Says

[WSJ] Iran Is Applying the Lessons of Russia’s Drone Warfare Against America

[WSJ] Trump Says the Energy Shock Will Be Short-Lived. CEOs Paint a Scarier Picture.

[WSJ] Fannie Mae to Accept Crypto-Backed Mortgages for the First Time

[FT] Investors seek ‘pain point’ that pushes Donald Trump into policy pivots on Iran war

[FT] Fertiliser price surge due to Iran war coincides with US planting season

[FT] Stagflation is back

[FT] Private credit rating agency hits back at ‘incendiary allegation’ by SEC

Wednesday Evening Links

[CNBC] Stock futures slip as traders monitor U.S.-Iran war developments: Live updates

[AP] Live updates: Iran dismisses US ceasefire plan and issues its own counterproposal

[Yahoo/Bloomberg] US Insists Talks Ongoing Even as Iran Rejects Trump Outreach

[Axios] "They'll get mowed down": Trump rebuffed Netanyahu idea to call for Iran uprising

[Yahoo/Bloomberg] US Postal Service to Hike Prices as War Drives Up Fuel Costs

[Bloomberg] US Troop Movements Fan Fears of a Risky Ground Attack on Iran

[Bloomberg] US Credit Market Grew More Dysfunctional in March, NY Fed Says

[Bloomberg] BlackRock’s Kapito Warns Investors Are Mispricing Iran War Risks

[Bloomberg] Ares Private Credit Fund Posts Steepest Monthly Loss on Record

[Bloomberg] Private Credit Has Some Debt

[Bloomberg] HDFC Crisis Is Exposing the Cracks in India Inc.

[NYT] Asia Is Getting Crushed Between Oil Prices and the Dollar

[WSJ] Trump Tells Aides He Wants Speedy End to Iran War

[WSJ] Postal Service to Impose Its First-Ever Fuel Surcharge on Packages

[WSJ] The Well-Timed Trades Made Moments Before Trump’s Policy Surprises

[WSJ] Trump’s Ambivalence on Taiwan Opens a Historic Opportunity for China

[FT] Iran’s military leaders dismiss Donald Trump’s deal claims

[FT] Russia sending drones to Iran, western intelligence says

[FT] The other Strait of Hormuz shock