Tuesday's News Links

[CNBC] S&P 500 falls more than 1%, Nasdaq gives up gain as chip stock comeback fizzles: Live updates

[Reuters] Equities lose some steam while dollar falls and oil slips

[Yahoo/Bloomberg] Oil Falls as Israel-Iran Attacks Halt and China Slashes Imports

[Reuters] JGB yields rise as investors focus on 30-year auction, BOJ meeting

[Yahoo/Bloomberg] Bitcoin’s Worst Week Since FTX Crash May Signal More Pain Ahead

[Yahoo/Bloomberg] Treasury Market Is Telling Kevin Warsh Rates Need to Be Higher

[Yahoo/Reuters] US trade deficit narrows in April amid surging exports

[CNBC] Home sales surged in May to the highest level since December

[Yahoo/Bloomberg] Banks Sell Out After Broadband Firms’ Land Grab Backfires

[Yahoo/Bloomberg] Deadly Screwworm Pest Spreads in US With Three New Cases

[Yahoo/Bloomberg] Leveraged ETF Goes Haywire in Korea With Wrong-Way 40% Moves

[AP] China’s exports jump 19.4% in May from a year earlier, despite Iran war

[Yahoo/Bloomberg] China Preps $295 Billion Plan to Fund Nationwide AI Buildout

[Bloomberg] US Small-Business Optimism Falls to Lowest Since 2024

[Bloomberg] Goldman, Barclays Traders Warn of Market Risks After Friday Rout

[Bloomberg] Indonesia’s Bond Selloff Extends as Five-Year Note Yield Surges

[Bloomberg] Taiwan Five-Year Yields at Highest Since 2008 on Cash, Rate View

[Bloomberg] Blackstone Is Buying Up SRTs as Banks Rush to Hedge Loan Risks

[NYT] Trump Wants to Call the Shots. But in Iran, He Keeps Hitting His Limits.

[WSJ] Wall Street Is Rushing to Fund the AI Bonanza in Every Conceivable Way

[WSJ] A Rush to Stockpile Oil Will Keep Prices Higher for Longer

[WSJ] Manhattan’s AI Office Boom Echoes the Red-Hot Expansion of the Dot-Com Era

[WSJ] Iran’s Attack on Israel Reveals New and Aggressive Regional Ambitions

[WSJ] Lebanon Is Teetering at the Abyss of a New Civil War

[WSJ] U.S. Expands List of Chinese Tech Companies It Says Assist Beijing’s Military

[FT] ‘Rent now, pay later’ loans target US consumers squeezed by housing costs

[FT] Indonesia unexpectedly raises interest rate to support rupiah

[FT] Who calls the shots? Trump and Netanyahu clash over diverging goals in Middle East war

[FT] Will Trump abandon Taiwan?

Monday Evening Links

[CNBC] Stock futures are little changed after chip rebound lifts S&P 500 to winning day: Live updates 

[Yahoo/Bloomberg] Oil Edges Higher After Iran, Israel Signal Halt to Escalations

[Axios] Behind the scenes: How Israel and Iran nearly pulled Trump back to war

[AP] Netanyahu and Trump are at odds over the war they started together

[Yahoo/Reuters] OpenAI files for US IPO after Anthropic as AI giants head to public markets

[Yahoo/Bloomberg] Blue Owl Fund Hit by Redemptions Sells $500 Million Bonds

[Yahoo/Bloomberg] Trump’s $100,000 H-1B Visa Application Fee Rejected by Judge

[NYT] The 15-Hour Fight With Iran Showed the Bind Israel Is In

Monday Afternoon Links

[CNBC] S&P 500 and Nasdaq gain as chipmakers rebound from rout, Iran halts Israel attacks: Live updates

[Yahoo/Reuters] Oil prices pare gains after Iran and Israel say they have halted attacks

[Yahoo/Bloomberg] Iran, Israel Pledge to End Attacks That Threatened Talks

[Reuters] Why the Iran-aligned Houthis threatening Red Sea shipping could mean more for the oil market this time

[AP] A flesh-eating cattle parasite is spreading in Texas as new far-flung screwworm cases are found

[Bloomberg] Bitcoin’s $235 Billion Crash Masks a Bigger Shift Across Crypto

[Bloomberg] Citadel Securities Sees Risk of Fed Forced to Raise Rates Soon

[Bloomberg] Climate Change, Pollution Push Oceans to Tipping Point, UN Report Says

[NYT] Welcome to the Era of Me-First Energy

[NYT] Europe Watches Its Economic Recovery Fade Into the Distance

[WSJ] Trump Struggled to Rein In Netanyahu’s Strikes on Iran

[WSJ] What Xi and Kim Want From Their Summit in North Korea

[FT] Lebanon’s intractable crisis pulls Israel and Iran back towards war