Monday, April 13, 2026

Tuesday's News Links

[CNBC] S&P 500 continues higher a day after benchmark wipes out Iran war losses: Live updates

[CNBC] Oil falls as Vance comments raise hopes for a diplomatic resolution to Mideast conflict

[Reuters] Bond investors target steeper US yield curve on bets for slower growth, more debt issuance 

[AP] US wholesale prices surged 4% last month as the Iran war sent energy prices soaring

[Yahoo/Reuters] US small business sentiment falls to 11-month low in March

[AP] Live updates: Standoff between US and Iran deepens as Pakistan pushes for new round of talks

[CNBC] China calls U.S. blockade of the Strait of Hormuz ‘dangerous and irresponsible’

[Yahoo/Bloomberg] US-Sanctioned Tanker Tests Trump Blockade With Hormuz Exit

[Yahoo/WSJ] Global Oil Demand Heads for Contraction As Iran War Chokes Flows, IEA Says

[Yahoo/Bloomberg] Warning Sign for Stocks Seen in Surging Inflation Expectations

[Yahoo/Bloomberg] Investors Brace for Economic Growth Shock, BofA Survey Shows

[Reuters] NY Fed says paper loss on bond holdings shrank last year

[Reuters] Bessent says Fed should 'wait and see' before lowering rates, Semafor reports

[CNBC] Fed nominee Warsh filings detail vast wealth, far exceeding past chairs

[Reuters] OpenAI's $852 billion valuation faces investor scrutiny amid strategy shift, FT reports

[Yahoo/WSJ] Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom

[CNBC] Share of 7-year car loans grows as buyers ‘work harder to make the numbers fit,’ expert says

[AP] China’s exports grew 2.5% in March in a sharp slowdown as Iran war raises uncertainty

[Politico] Worst since WWII: Kallas decries breakdown of international law in Middle East and Ukraine

[Bloomberg] An Inflation Time Bomb Is Hiding in Home Insurance

[Bloomberg] UK Pays Highest Yield for 10-Year Gilt Sale Since 2008

[Bloomberg] The Hormuz Blockade Is as Much About China as Iran

[Bloomberg] Iran Oil Hoard at Sea Shields China’s Refiners From US Blockade

[Bloomberg] Japan’s Takaichi Cautions Akazawa Not to Comment Further on BOJ

[Bloomberg] KKR Limits Redemptions From Asset-Based Fund After 7.2% Sought Withdrawals

[Bloomberg] TCW Private Credit Fund Slashes Red Lobster Equity Value by 98%

[Bloomberg] BlackRock’s Asia Private Credit Fund Sees China Borrower Default

[Bloomberg] Volatility Stymies Asia Carry Even as Returns Rise, ANZ Says

[Bloomberg] M&A Boom in Japan Is Fueling Record Corporate Bond Sales

[Bloomberg] Trump Seen as a Risk by Europe’s Far Right After Orban Loss

[NYT] U.S. Is Negotiating an Iran Deal That Would Buy Time, Again

[NYT] Middle East War Will Slow Global Economic Growth, I.M.F. Warns

[WSJ] JPMorgan Says U.S. Consumer Remains Healthy, but Dimon Warns About Risks

[WSJ] The U.S. Warships Poised to Enforce Trump’s Blockade

[WSJ] Saudi Arabia Is Pressing U.S. to Drop Its Hormuz Blockade

[FT] Xi Jinping says world in ‘disarray’ as Spain pushes China to help end Iran war

[FT] The priciest barrels of oil in history?

[FT] Corporate America set to deliver bumper earnings despite Iran war

[FT] China’s exports slow as Middle East turmoil weighs on trade

[FT] China shock 2.0: the flood of high-tech goods that will change the world


Monday Evening Links

[CNBC] S&P 500 futures are little changed after index erases Iran war losses: Live updates

[Yahoo/Bloomberg] Oil Drops as US and Iran Weigh Meeting to Revive Ceasefire Talks

[Yahoo/Bloomberg] Trump Begins Hormuz Blockade Even as US, Iran Eye More Talks

[CNBC] The Iran war is compounding California’s energy crunch

[CNBC] Fed nominee Warsh clears a hurdle to Senate hearing

[Yahoo/Telegraph] Banks deepen links with private credit amid crisis fears

[Bloomberg] Soaring power bills threaten to swing US elections.

[Bloomberg] One-Off Hits Threaten Confidence in Private Credit, Bailey Warns

[Bloomberg] US Hospitals Are Emerging From Bankruptcy Only to Falter Again

[WSJ] Strait of Hormuz Blockade Is Under Way

[WSJ] How Trump’s Iran War Reversals Have Whipsawed Markets

[FT] Oil supply crunch intensifies as last Hormuz tankers reach refineries

[FT] Wall Street watchdog says private credit is ‘not a systemic risk’

Monday Afternoon Links

[CNBC] S&P 500 jumps, making up earlier losses, as investors bet Trump will get an Iran peace deal: Live updates 

[AP] Live updates: Trump vows to ‘kill’ Iranian warships that get near US blockade of ports

[Yahoo/Bloomberg] Three Tankers Clear Hormuz as Other Ships Abandon Passage

[Yahoo/Bloomberg] US says it will intercept, divert or capture ships leaving Iran

[Reuters] NATO allies refuse to join Trump's Iranian port blockade

[Axios] U.S. asked Iran to freeze uranium enrichment for 20 years, sources say

[AP] US home sales fall in March, marking a slow start to the spring homebuying season

[Axios] Americans hate the 2026 economy

[Politico] Meloni slams ‘unacceptable’ Trump comments on Pope Leo

[Reuters] Russian hardliners mourn Orban's electoral loss, Kremlin reaches out to his successor

[Bloomberg] Why Private Credit Is Facing a Sudden Investor Exodus

[Bloomberg] China’s Wang Yi Urges Talks to Sustain Fragile Iran-US Ceasefire

[NYT] Sanger: Iran Blockade Sets Up a Test of Which Side Can Endure More Pain

[NYT] Shipping Companies Remain Reluctant to Sail Through Strait of Hormuz

[WSJ] Iran War’s Economic Shock Wave Is Expected to Get Even Bigger

[WSJ] What to Know About the Blockade and How It Could Work

[WSJ] Judge Dismisses Trump’s Defamation Lawsuit Against WSJ Publisher