Wednesday's News Links

[CNBC] S&P 500 ticks higher as oil falls and traders await Nvidia’s earnings: Live updates

[Yahoo/Bloomberg] Global Long Bond Yields Hit Highest in Almost Two Decades

[Yahoo/Reuters] Oil prices slump after Trump comments while analysts point to supply crunch

[CNBC] U.S. Treasurys are now firmly in the ‘danger zone,’ strategists say

[Yahoo/Bloomberg] Iran Threatens to Retaliate Beyond Middle East If US Attacks

[CNBC] Iran threatens to extend conflict ‘beyond the region’ if U.S. and Israel resume attacks

[Axios] All 50 states top $4 a gallon gas as Iran impacts linger

[Axios] Iran war hits small business hard

[Yahoo/Reuters] Divisions awaiting Warsh to be on display in Fed minutes release

[CNBC] Rising mortgage rates cause surge in demand for riskier loans

[Yahoo/Reuters] AI financing fueling a surge in U.S. convertible bond sales

[AP] Kansas farmers pulled by weather extremes and growing costs, wheat crop could be worst since 1972

[Yahoo/Bloomberg] Samsung Faces Chip Plant Strike That Threatens Global Supply

[Yahoo/Bloomberg] Xi and Putin Hail Partnership While Signing Pacts to Deepen Ties

[AP] Xi and Putin meet to reaffirm China-Russia ties days after Trump’s visit to Beijing

[Reuters] Putin says Russia-China ties at unprecedented level, invites Xi to Russia

[Politico] The world has 6 months to avert major food crisis, says UN as Hormuz struggle drags on

[Bloomberg] Wall Street Takes Its Cut of $34 Trillion in US Homeowner Wealth

[Bloomberg] McQuade: Trump’s $1.8 Billion Anti-Weaponization Fund Is a Sham

[Bloomberg] Rice Prices Extend Rally to One-Year High as Crop Concerns Mount

[Bloomberg] China Cuts Spending the Most in Six Months in Blow to Economy

[NYT] Early War Goal Was to Install Hard Line Former President as Iran’s Leader

[NYT] How Iran Gained Leverage in the War

[NYT] China Warns Against New U.S. Tariffs While Confirming Summit Deals

[WSJ] The Global Bond Rout Is Accelerating. Here’s What to Know.

[WSJ] Higher Prices Could Slow the AI Building Boom

[WSJ] Flurry of Suspicious Oil Trades Worth $800 Million Triggers Regulatory Probe

[WSJ] Taiwan Presses Its Case After Trump Puts Arms Sales in Question

[FT] The oil shock is coming for America

[FT] The Gulf crisis may just be starting

[FT] The impossible maths of the AI boom

[FT] How Jay Powell steered the Federal Reserve under fire from Donald Trump

[FT] Xi warns of ‘law of the jungle’ in meeting with Vladimir Putin

[FT] Protests spread in Africa as fuel crisis deepens

Tuesday Evening Links

[CNBC] Stock futures are little changed as traders await Nvidia’s earnings: Live updates 

[Yahoo/Bloomberg] US 30-Year Yield Hits Highest Since 2007 as Selloff Deepens

[AP] US stocks fall further from their records after bond markets crank up the pressure

[CNBC] Mortgage rates surge to highest level since July

[Axios] Exclusive: Clean energy deals on track for "biggest year ever"

[CNBC] Vance defends stock-trading spree in Trump financial filings: ‘Come on, man’

[Bloomberg] Crucial Japan Bond Sale to Test Market as Global Selloff Deepens

[Bloomberg] AI Data Center Borrowing Rapidly Climbs Wall Street’s Risk List

[Bloomberg] Massive Options Bet Rattles Oil Market On Edge Over Iran War

[Bloomberg] Heat Strains US Power Grids That Need Off-Season Repairs

[Bloomberg] Texas Storms Ground Flights, Threaten Floods and Spark Fires

[NYT] Bond Yields Hit Highest Level Since 2007 as Inflation Fears Set In

[WSJ] A Risky, Unconventional Mortgage Is on the Rise Again

[WSJ] Toll Brothers Says Its Average Home Prices Back Above $1 Million

[FT] UK Treasury pushes supermarkets to cap food prices

Tuesday Afternoon Links

[CNBC] U.S. stocks slide under pressure from higher rates: Live updates

[Yahoo/Bloomberg] US 30-Year Yield Hits Highest Since 2007 on Inflation Angst

[Yahoo/Bloomberg] Oil Creeps Lower as Traders Weigh Trump’s Threats to Strike Iran

[Axios] Trump held meeting on Iran war plans after pausing attack

[Yahoo/Bloomberg] Trump Threatens Iran With ‘Big Hit’ If There’s No Deal Soon

[Yahoo/Bloomberg] NATO Is Starting to Consider Hormuz Mission to Protect Ships

[Yahoo/Reuters] Exclusive-US not in a hurry to extend China trade truce, Bessent says

[Axios] How global economic imbalances resemble an ancient parable

[AP] Affordable Care Act enrollment projected to plunge by 5 million as costs spike, analysis shows

[NYT] Worried About War’s Impact, Bond Investors Push Rates to Highest Level Since 2007

[NYT] Rising Energy Prices and Data Centers Are at Center of a Utility Deal

[WSJ] U.S. Seized Iran-Linked Oil Tanker in the Indian Ocean

[WSJ] What to Know About Trump’s $1.8 Billion ‘Anti-Weaponization Fund’

[FT] Investors warn of ‘correction’ risk as high-flying stocks defy bond gloom

[FT] Donald Trump claims Xi Jinping will not arm Iran as strike threat looms