Tuesday's News Links

[CNBC] Stocks rise after report says Trump looking to end Iran war: Live updates

[Yahoo/Bloomberg] Oil Buffetted by Tanker Attack, Report of Trump Mulling War Exit

[Yahoo/Bloomberg] Gold Advances on Report of Trump Weighing End to Iran War

[Yahoo/Bloomberg] Wild Charts Show Pain Points in S&P 500’s Worst Month Since 2022

[AP] Live updates: Iran strikes fully loaded oil tanker off Dubai coast as gas reaches $4 per gallon in US

[Axios] Trump attacks allies, signals Iran war may end without opening Hormuz

[Yahoo/Bloomberg] Iran Strikes Fully Laden Kuwait Oil Tanker in Dubai Port

[AP] Live updates: Trump says US is negotiating with Iran’s parliamentary speaker, who denies talks

[Yahoo/Bloomberg] Iran’s Hormuz Grip Is Tighter Than Ever After a Month of War

[Axios] Trump pursues era of unshackled warfare

[AP] Gas prices eclipse $4 a gallon in the US, the highest since 2022

[CNBC] Trump lashes out at UK and France, telling allies ‘the U.S.A. won’t be there to help you anymore’

[AP] Oil-thirsty Asian nations seek Russian crude as Iran war strains supplies

[Yahoo/Reuters] Big Tech's $635 billion AI spending faces energy shock test, S&P Global says

[AP] Trump’s go-to moves to influence the markets are increasingly falling flat as the Iran war drags on

[Yahoo/Bloomberg] Euro-Zone Inflation Jumps Most Since 2022 on Energy Costs

[Politico] Europe faces its next big problem: The Iran war is driving up inflation

[AP] China factory activity rebounds in March as Iran war looms over growth

[Bloomberg] Europe Hardens Stance Against Trump’s Iran War in Threat to NATO

[Bloomberg] US Junk Bonds Headed for Worst Quarterly Returns Since 2022

[Bloomberg] Private Credit Poses ‘Chain Reaction’ Risk to US, DZ Bank Says

[Bloomberg] Aluminum Set For Biggest Monthly Gain Since 2018 on Iran War

[Bloomberg] Credit Risk in Asia Spikes Most This Month Since 2023

[Bloomberg] CLO Refinancing Plans Put On Ice in Europe as Funding Costs Rise

[NYT] Fresh Food Distributors Add Surcharges as Fuel Costs Rise

[WSJ] Trump Tells Aides He’s Willing to End War Without Reopening Hormuz

[WSJ] Wall Street Is Finishing the Worst Quarter for Stocks in Four Years

[WSJ] U.S. Home Price Growth Slowed in January

[WSJ] Iran War Chokes Off Helium Supply Critical for AI

[WSJ] A Russian Tanker Tests the Limits of Trump’s Cuba Squeeze

[WSJ] The U.S. and China Are in a Strategic Stalemate. What Comes Next.

[FT] Foreign central banks sell US Treasuries in wake of Iran war

[FT] Iran’s hackers go to war

[FT] FT Alphaville’s toy Collateralised Whatever Obligations

Monday Evening Links

[CNBC] Stock futures are little changed as S&P 500 creeps closer to correction territory: Live updates

[AP] Live updates: Trump says US is negotiating with Iran’s parliamentary speaker, who denies talks

[AP] Gulf allies privately make the case to Trump to keep fighting until Iran is decisively defeated

[AP] Trump threatens to destroy Iran’s desalination plants. Here’s what that could mean for the Mideast

[Reuters] Thousands of US Army paratroopers arrive in Middle East as buildup intensifies

[CNBC] China suppliers warn of higher prices for Americans due to Strait of Hormuz closure

[Reuters] Exclusive: US Treasury to consult with insurance regulators on private credit lenders, sources say

[Reuters] US Defense Secretary Hegseth's broker looked to buy defense fund before Iran attack, FT reports

[Bloomberg] Iran Strikes Fully Laden Kuwait Oil Tanker in Dubai Port

[Bloomberg] Iran Presses Houthis on Red Sea Shipping, Officials Say

[Bloomberg] Iran War Tensions Turn Once-Hot Korean Stock Trade Into Poor Bet

[NYT] Iran’s Fractured Leadership Is Struggling to Coordinate, Officials Say

[FT] Shipping industry casts doubt on Donald Trump’s ‘present’ from Iran

[FT] Asia turns to coal as Iran war chokes off gas supplies

[FT] Pete Hegseth’s broker looked to buy defence fund before Iran attack

Monday Afternoon Links

[CNBC] S&P 500 falls alongside tech as oil continues march higher: Live updates

[Yahoo/Bloomberg] Oil Climbs as Trump Threatens War Escalation If No Deal Soon

[Yahoo/Bloomberg] Treasury Yields Fall as Powell Eases Hike Fears: Markets Wrap

[AP] Live updates: Trump says US is negotiating with Iran’s parliamentary speaker

[Yahoo/Bloomberg] Trump Warns Iran of Escalation as US Troops Arrive in Region

[Axios] Powell: Fed yet to decide on whether to "look through" war's impact

[CNBC] Powell sees inflation outlook in check, no need to hike rates because of oil shock

[Reuters] Trump interested in calling on Arab states to help pay for Iran war, White House says

[Bloomberg] Reopening Hormuz Is ‘Easier Said Than Done,’ Starmer Says

[Bloomberg] Here Are the Takeaways From Powell’s Remarks at Harvard

[Bloomberg] IMF Says Iran War Means Higher Prices, Slower Growth Worldwide

[NYT] From Foe to Ally: The S.E.C. Is Now Writing Crypto-Friendly Policies

[WSJ] Powell Says Fed Can Look Past Oil Shock, but Warns Patience Has Limits

[FT] Iranian strike on Kuwaiti power and water plant stokes infrastructure fears