Friday's News Links

[CNBC] Dow rallies 700 after Iran declares Strait of Hormuz open amid Lebanon ceasefire: Live updates

[CNBC] Oil prices tumble more than 9% as Iran declares Strait of Hormuz open

[Reuters] Dollar set for second weekly loss on Iran war peace hopes

[AP] Live updates: President Trump and Iran’s foreign minister say the Strait of Hormuz is now fully open

[Axios] Scoop: U.S. considers $20 billion cash-for-uranium deal with Iran

[AP] US military will target Iran-linked ships worldwide, broadening scope beyond blockade

[AP] Hungarian ‘Regime Change’ Is Both Dangerous and Necessary

[Reuters] Exclusive: US to delay weapons deliveries to some European countries due to Iran war, sources say

[Politico] Trump turns totally toxic for Europe’s far right

[Bloomberg] China Says Japan Stirs ‘Trouble’ with Vessel in Taiwan Strait

[WSJ] The Push for Israel-Lebanon Peace Risks a New Confrontation With Hezbollah

[WSJ] As World Looks at Iran, North Korea Accelerates Its Nuclear-Weapons Program

[FT] Latest AI models could threaten world banking system, financial officials warn

[FT] Wall Street banks trade derivatives to bet on pain in private credit

[FT] US’s status as lowest-cost dollar borrower challenged as investors shun Trump risk

[FT] Tett: Welcome to the age of hoarding

[FT] Are global trade imbalances just ‘one really big surplus’?

Thursday Evening Links

[CNBC] Stock futures are little changed after Israel and Lebanon agree to a 10-day ceasefire: Live updates

[Yahoo/Bloomberg] Oil falls on prospects for talks to end Iran war and revive supply

[Yahoo/Bloomberg] Trump Says Deal With Iran ‘Looking Very Good’ Amid Ceasefire

[AP] Live updates: 10-day ceasefire agreed on by Israel and Lebanon has gone into effect

[Bloomberg] First Brands Left With Lawsuits as Major Asset After Bankruptcy

[WSJ] Trump Bets Economic Pain Will Finally Force Iran to Reopen Strait

[WSJ] How a 233-Year-Old Wall Street Institution Went All In on Crypto

[FT] US oil bosses warn Donald Trump to block Iran’s Strait of Hormuz toll

Thursday Afternoon Links

[CNBC] S&P 500 and Nasdaq rise, hit fresh record highs: Live updates

[Yahoo/Bloomberg] Oil Rises With Hormuz Still Shut as US, Iran Mull Longer Truce

[Yahoo/Bloomberg] US, Iran Weigh Longer Truce as Trump Hails Lebanon Ceasefire

[AP] Live updates: Israel and Lebanon agree to a 10-day ceasefire, Trump says

[CNBC] U.S. Navy blockade of Iran enters fourth day. Here’s the latest tanker traffic in Strait of Hormuz

[Yahoo/Bloomberg] More Sanctioned Ships Slip Into Gulf as US Warns on Seizures

[Yahoo/Bloomberg] A $285 Million Crypto Hack and Falling Rates Rock DeFi World

[Bloomberg] US-Iran Deal Will Take Months, Gulf and Europe Officials Say

[Bloomberg] Oil Producers, Shipowners in Standoff Over Who Takes Hormuz Risk

[Bloomberg] Private Credit Funds Face More Pressure as Banks Swap Collateral

[Bloomberg] Retail Traders Look Past War Angst and Race Back Into Stocks

[Bloomberg] Henry Paulson Says US Should Prepare for a ‘Vicious’ Bond Crash

[Bloomberg] Safest Auto Loan Bonds Weaken as Borrower Delinquencies Rise

[NYT] Democrats Make Final Push to Delay Confirmation Hearing of Trump’s Fed Pick