Saturday's News Links

[Reuters] Wall St Week Ahead Nvidia, retailer reports to shed light on AI boom, consumer spending

[Reuters] Trump's geopolitical brinkmanship has hit a wall with Iran

[Reuters] China says Trump visit deals are 'preliminary'

[Axios] Farmers growing desperate amid rising energy and fertilizer prices

[AP] Brass bands in Beijing make way for sticker shock at home as Trump returns to escalating inflation

[AP] North America’s largest commuter rail system shuts down as workers strike

[AP] Trump’s description of Taiwan as a ‘good negotiating chip’ with China raises anxieties

[CNBC] Global oil stockpiles could hit record lows if Strait of Hormuz remains closed

[Axios] The next supply-chain squeeze may hit motor oil

[CNBC] Kevin Warsh comes into the Fed facing a big ‘family fight’ over cutting interest rates

[CNBC] The bond market is flashing a warning over Iran. A veteran of energy geopolitics explains the risk

[Reuters] BOJ's Himino calls for 'holistic approach' on global monetary system

[Yahoo Finance] History's weirdest bubbles have a message for the AI trade: Chart of the Day

[Yahoo/Bloomberg] Trump’s More Than 3,700 Trades Astonish Wall Street Insiders

[Politico] Taiwan to Trump: We are sovereign and independent

[Bloomberg] Bond Selloff Threatens to Knock AI Stock Frenzy Off Course

[Bloomberg] Trump Returns From China With Little Progress to Reopen Hormuz

[Bloomberg] Retail Euphoria Turns Six-Week Fund Into Record-Busting AI Trade

[NYT] U.S. Debt Is Now Bigger Than the Economy. That’s Not the Real Problem.

[NYT] Trump Makes a High Risk Move to Win Over Xi

[WSJ] Mounting Inflation Pressures Deepen Global Bond Slide

[WSJ] Federal Prosecutors Probe BlackRock Private-Credit Fund

[FT] Rajan: Our dog-eat-dog world order needs a rethink

[FT] Trump’s Hormuz ship insurance facility has done $0 business

[FT] Why birth rates are falling everywhere all at once