Tuesday's News Links

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

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

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

[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

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

[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] 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] 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

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

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

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

[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