The New thecreditbubblebulletin.com Website

Please check out the new thecreditbubblebulletin.com website. The "Timely Charts" on the home page and those in the "Financial Conditions" section of the Charts page are worth a look this week.

Friday's News Links

[CNBC] Stocks rise on signs of a potential U.S.-Iran peace deal; traders await SpaceX IPO: Live updates

[Yahoo/Reuters] Oil falls to near two-month lows as Trump calls off threatened strikes on Iran

[Reuters] Stocks extend rally on Gulf breakthrough hopes, oil near two-month lows

[Axios] What's in the Iran deal Trump says he's ready to sign

[Yahoo/Bloomberg] US, Iran Edge Toward Interim Deal Signing Close to G7 Next Week

[Yahoo/Bloomberg] Higher Costs for Plastics Used Everywhere Are Becoming Next Inflation Headache

[Reuters] SpaceX demolishes IPO records

[Yahoo/WSJ] Bank of Japan Poised to Raise Rates to 31-Year High

[Yahoo/Bloomberg] ECB Ready to Hike Again in July If Necessary, Nagel Says

[Bloomberg] ‘Extreme’ Rotations Leave Stock Market Bulls Without a Playbook

[Bloomberg] US Declares Power Emergency in Southeast as Heat Strains Grids

[Bloomberg] China’s Credit Growth Dips as Weak Demand Frustrates Policy Push

[Bloomberg] Brazil Inflation Jumps Over Target Limit Before Rate Meeting

[NYT] The World Is Draining Oil Reserves, Raising Pressure for a Peace Deal

[NYT] Ships Stranded by War Face Costly Dilemma: Wait It Out or Risk Attack

[WSJ] The AI Price War Is Here, Piling Pressure on OpenAI and Anthropic

[WSJ] The Global Economy Is Threatened Again by Trade Imbalances

[WSJ] World’s Food Supply Imperiled by Iran War, Fertilizer Manufacturer Fertiglobe Chief Says

[WSJ] Bank of Korea Governor Signals Readiness to Raise Rates as Inflation Risks Mount

[FT] Tett: The great bond and equity conundrum

[FT] BlackRock private credit fund honours less than 40% of redemption requests

[FT] The Iranian missile cities the US couldn’t destroy

[FT] US insurance rulemaker probes credit risks tied to data centres

[FT] Governor’s illness complicates BoJ’s task as landmark 1% rate move looms

[FT] What does the return of El Niño mean?

Thursday Evening Links

[CNBC] Stock futures tick higher as Wall Street gears up for SpaceX’s historic IPO: Live updates

[Yahoo/Bloomberg] Oil Drops to Two-Month Low as Trump Says Deal With Iran Is Close

[Reuters] Iran says no final decision made on deal that Trump hopes could be signed soon

[Reuters] Musk's SpaceX prices record $75 billion IPO at $135 a share

[WSJ] Trump Cancels Iran Strikes, Says Peace Deal Could Be Signed in ‘Coming Days’

[WSJ] Big Stock Swings Herald the Return of Choppy Markets

Thursday Afternoon Links

[CNBC] Dow jumps 700 points, oil tumbles as Trump cancels evening strikes against Iran: Live updates

[Reuters] Oil drops as Trump cancels planned strikes against Iran

[AP] Live updates: Trump says he’s called off new military strikes on Iran hours after threatening escalation

[Axios] Trump cancels Iran strikes as mediators claim deal close

[AP] Trump says he has called off latest threats to strike Iran

[Yahoo/Bloomberg] SpaceX IPO Draws More Than $100 Billion in Retail Orders

[Yahoo/Bloomberg] SpaceX IPO Will Mint Billions for a New Silicon Valley Hierarchy

[AP] Average US long-term mortgage rate rises to 6.52%, just below its high for the year

[Bloomberg] US Household Net Worth Posts Smallest Gain in a Year

[Bloomberg] El Niño Slams Into a Global Economy Unprepared for More Chaos

[NYT] Is SpaceX Worth $1.77 Trillion? It’s a Pie in the Sky, Some Investors Say