Sunday's News Links

[Axios] Exclusive: What's inside the Iran deal Trump is close to signing

[AP] Details emerge of a potential Iran deal as US claims progress

[Reuters] Iran has not agreed to hand over highly enriched uranium stockpile, senior Iranian source tells Reuters

[Reuters] Netanyahu told Trump Israel will remain free to act against threats, Israeli source says

[Yahoo/Bloomberg] More War-Driven Inflation Seen in Fed’s Favored Gauge

[Reuters] US Treasury rout tests Washington's tolerance for higher borrowing costs

[Yahoo/Bloomberg] Hyperscaler Debt Flood Brings Derivatives Bonanza

[AP] Russia uses hypersonic Oreshnik missile in mass attack on Kyiv

[Politico] Russia batters Kyiv with massive missile and drone attack

[Bloomberg] Bond Strategists Warn Yields to Stay High Even If Iran War Ends

[Bloomberg] Resurgent Political Risk Derails Rallies Across Emerging Markets

[Bloomberg] Ebola Spreads Across Congo as Flights Halted, Supplies Run Low

[NYT] The War-Driven Supply Shock Already Roiling Manufacturing in Asia

[WSJ] Trump Says a Deal for Talks With Iran to End War Is Near Finalization

[WSJ] The Stock Market Has Never Been So Good When People Have Felt So Bad

[WSJ] These Red-Hot Housing Markets Are Finally Getting More Attainable

[WSJ] Middle East Grapples With the Downsides of a Trump Deal With Iran

[FT] Iran war could add billions of dollars in interest payments to US debt

Saturday's News Links

[Axios] Exclusive: Trump says he's "50/50" on Iran deal or bombs, will meet envoys to decide

[Yahoo/Bloomberg] Iran Peace Deal Push Intensifies as Fragile Ceasefire Holds

[Reuters] Iran's top negotiator says Tehran will not compromise in talks with US

[Politico] Trump finally gets his Fed chair. Bond investors are already testing him.

[Reuters] Fed's Waller's ready to axe 'easing bias,' says rate-cut talk now is 'crazy'

[CNBC] Americans are feeling inflation’s pinch into the holiday weekend. Here’s where prices are rising the most

[CNBC] Millennials spend $252 on an average date, BMO finds — and social media is spiraling over ‘date-flation’

[AP] Warsh is sworn in as the Fed chair after Trump’s bid for greater control over the independent bank

[Reuters] Republican defiance over 'anti-weaponization' fund sets up confrontation with Trump

[Politico] EU’s public debt could become ‘explosive’ without action, IMF warns

[Yahoo/Reuters] China's DeepSeek to make permanent 75% price cut on flagship V4‑Pro AI model

[Bloomberg] What If the Strait of Hormuz Didn’t Reopen?

[Bloomberg] Warsh’s Fed ‘Regime Change’ May Require Patience, Consensus

[Bloomberg] US Companies Shamed by Trump Tiptoe Into a Tariff-Refund Race

[Bloomberg] Ebola Outruns Containment in Eastern Congo as Contact Tracing Falters

[NYT] Trump Weighs His Options in Carrying Out New Strikes in Iran

[NYT] The Risks of Iran’s Threat to Control the Strait of Hormuz

[WSJ] The Week That Broke Trump’s Control Over Congress

[WSJ] Ebola Outbreak Is Now Third Largest in History. Here’s What to Know.

[FT] US and Iran close to extending ceasefire by 60 days, say mediators

[FT] Bond slump stirs vigilante fears

[FT] Wall Street bets on 2026 rate rise as Kevin Warsh takes charge of the Fed

[FT] US oil producers increase output to capture price surge from Iran war

[FT] SpaceX, OpenAI and Anthropic IPOs set to test limits of AI boom

[FT] How AI has changed M&A