Thursday's News Links

[CNBC] Stocks slip as oil rises, traders keep eye on U.S.-Iran ceasefire: Live updates

[CNBC] Oil prices rise to nearly $100 after Iran accuses U.S. of breaching ceasefire deal

[Reuters] Asian stocks in sober mood as oil rises on Middle East truce doubts

[AP] Live updates: Ceasefire at risk with Israel’s attacks on Lebanon and Iran’s closure of Strait of Hormuz

[AP] Ceasefire in the Iran war teeters with disagreements over Lebanon and the Strait of Hormuz

[CNBC] Trump says U.S. ready for ‘next conquest,’ warns military to remain near Iran until ‘real agreement’ is honored

[Yahoo/Bloomberg] Iran Deputy Minister Says Ships Need Consent to Pass Hormuz

[Reuters] Hormuz at near standstill as Iran warns ships to keep to its waters

[AP] Chart shows Iran may have put sea mines in Strait of Hormuz

[Yahoo/Bloomberg] Trump Vows to Keep Troops in Persian Gulf Before Iran Talks

[Reuters] Can the US and Iran bridge their differences in talks?

[Yahoo/WSJ] Extent of Damage to Middle East Energy Facilities Key to Economic Impact, OECD Says

[AP] US filings for jobless aid jump to 219,00 last week but remain within stable range of past few years

[AP] US economy grew a sluggish 0.5% in fourth quarter, government says, downgrading previous estimate

[AP] Key inflation gauge remains elevated in February before Iran war

[Yahoo/Bloomberg] Private Markets’ Software Pain Is About to Get a Lot Worse

[Reuters] White House confident Warsh will lead Fed in May

[Reuters] Exclusive: North American pension funds stick with private credit bets

[Reuters] US ETF assets under management to more than double to $25 trillion by 2030, Citigroup says

[CNBC] ‘Poorly run, piece of ice’: Trump targets Greenland again as Iran war deepens NATO rift

[Politico] More Europeans see US as threat than China

[Bloomberg] Hormuz Traffic Still Blocked as Iran Tries to Formalize Control

[Bloomberg] Iran Deputy Minister Says Ships Need Consent to Pass Hormuz

[Bloomberg] Bailey Warns Iran War Is Compounding Private Credit Stress

[Bloomberg] Dudley: The Fed Can Only Watch Iran’s Energy Shock — and Wait

[Bloomberg] El Niño Set to Form by August With Rising Heat and Crop Risks

[NYT] What to Know About the Strait of Hormuz Under the Cease-Fire

[NYT] Fed’s Inflation Woes Preceded the War With Iran

[WSJ] Cease-Fire Teeters on Its First Day

[WSJ] Trump Allies, U.S. Officials Fear Iran Victory Lap Is Premature

[WSJ] Why Iran Thinks It Won the War Despite Huge Military Losses

[WSJ] Inside the Race to Protect Submarine Cables From Sabotage

[FT] Investors sought to pull $20bn from private credit funds in first quarter

[FT] Shipping stalls as Tehran dictates terms in Hormuz

[FT] Iran war has exposed the weakness of the dollar

[FT] Is the BoJ ready to take Japan back to reality?

Wednesday Evening Links

[CNBC] Stock futures are little changed after Dow posts best day since April 2025 following ceasefire deal: Live updates

[Yahoo/Bloomberg] Bond Rally Fades as Iran Says Ceasefire Violated

[AP] Live updates: Iran accuses US of violating parts of deal framework, says ceasefire is ‘unreasonable’

[AP] Ceasefire is threatened as Israel expands Lebanon strikes and Iran closes strait again

[AP] More Federal Reserve officials see possible rate hikes this year, minutes show

[Reuters] Global imbalances are back, and there's no fix in sight

[NYT] Fed Minutes Show Officials in No Rush to Cut as Iran War Scrambled Outlook

[WSJ] Iran War Cease-Fire Can’t Undo the Middle East’s Energy Hangover

[WSJ] Trump Declares Premature Victory in Iran

[WSJ] Why Fed Rate-Cut Prospects Have Dimmed, With or Without a Cease-Fire

[WSJ] Trump Team Explores Punishment for NATO Countries That Didn’t Support Iran War

[FT] Will Donald Trump stick with his Iran truce?

[FT] Federal Reserve officials sparred over response to energy surge caused by Iran war

Wednesday Afternoon Links

[CNBC] Dow surges 1,200 points as U.S.-Iran ceasefire sends oil prices tumbling: Live updates

[Axios] Iran ceasefire clouded by confusion, contradictions

[Axios] U.S. says Iran ceasefire doesn't apply to Israeli strikes in Lebanon

[AP] Live updates: Iran closes the Strait of Hormuz in response to Israeli attacks on Lebanon, per Iranian state media

[Yahoo/Bloomberg] US and Iran agree to hold talks even as Hormuz stays blocked

[Yahoo/Bloomberg] Hormuz Stays Blocked for Now as Hundreds of Ships Seek Exit

[Yahoo Finance] Strait of Hormuz has immediately become the first major flash point of Trump's 'fragile' ceasefire

[CNBC] First ships pass Strait of Hormuz since Trump-Iran ceasefire, but traffic remains low amid confusion

[Axios] Fed minutes show willingness to consider interest rate increases

[Axios] Iran war's economic aftershocks will be felt for some time

[Politico] Europe fears getting stuck with the bill after Trump’s Iran deal

[Bloomberg] Hormuz Tanker Transits Blocked After Lebanon Hit, Fars Says

[Bloomberg] What We Know About the US-Iran Ceasefire

[Bloomberg] Hedge Funds Closing Stock Short Bets at Fastest Pace Since 2020

[WSJ] Gulf States Fear an Emboldened Iran after Trump’s Cease-Fire

[WSJ] A Closer Look at Iran’s 10 Demands—and Which the U.S. Might Accept

[WSJ] Developers Get 90% Discounts to Buy Struggling Office Towers

[FT] White House pushed Pakistan to broker temporary Iran ceasefire

[FT] Donald Trump truce keeps Gulf’s Iran menace alive