Thursday's News Links

[CNBC] Stocks rise as Wall Street tries to rebound from Fed-led sell-off; Intel leads chips higher: Live updates

[Yahoo/Bloomberg] Oil Falls as Iran Peace Deal Gets Tankers Moving Through Hormuz

[Reuters] Dollar hits one-year high on Fed hike bets; Japan warns on yen

[Yahoo/Bloomberg] Fed’s Warsh Rocks Bond Market in Debut, Sparks Surge in Rate-Hike Bets

[Reuters] Investors brace for less predictable Fed as Warsh rewrites playbook 

[AP] U.S. filings for unemployment benefits fall to 226,000 last week as layoffs remain historically low

[Yahoo/Bloomberg] Trump Inks Iran Deal, Shifting Focus to Hormuz, 60-Day Talks

[Axios] Trump settles for Iran deal that falls short of his promises

[Yahoo/Bloomberg] Trump Blows Through His Iran Red Lines in Justifying Peace Deal

[Yahoo/Bloomberg] Trump Poised to Roll Out New Tariffs as He Refunds the Old Ones

[Yahoo/Reuters] Apple to raise prices due to memory chip shortage, CEO tells WSJ

[Yahoo/Reuters] Rate hikes are on for the G10 economies

[Yahoo/Bloomberg] Anthropic Ban Forces Investor Rethink of Political Risk

[Axios] Inside the White House's AI power center

[Yahoo/Bloomberg] Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

[Yahoo/Bloomberg] China Stock Gauge Nears Bear Market on Weak Growth, Tech Slide

[AP] Ukrainian drones set a Moscow refinery ablaze in a major attack on the Russian capital

[AP] Taiwan needs US weapons for self-defense as threat from China grows, diplomat tells AP

[Bloomberg] The Squeeze on Liquidity Is Just Getting Started

[Bloomberg] Fed’s Warsh Signals Revamp, But Offers Little Substance on Rates

[Bloomberg] Warsh Just Passed His First Independence Test at the Fed

[Bloomberg] Goldman Says Hormuz Oil Flows May Recover to Only 70% After War

[Bloomberg] Goldman’s Kaplan Says Fed May Hike by Fall, Sees Risk of More

[Bloomberg] China’s $300 Billion Pile of Bad Consumer Debt Threatens Economy

[NYT] Warsh Wants the Fed to Send Fewer Signals. That Comes With Risks.

[NYT] Trump Demanded Iran’s ‘Unconditional Surrender.’ He Got a Surprise Instead.

[NYT] Bill Pulte, a Bulldog for Trump, Prepares to Take Reins at Spy Agency

[NYT] Retail Investors Help Send SpaceX Shares Soaring

[WSJ] Warsh Overhauls How the Fed Talks and Keeps Markets Guessing on Rates

[WSJ] Trump Defends Iran Deal, Says He Wants to Avoid ‘Economic Catastrophe’

[WSJ] ECB’s Chief Economist Sees Prolonged Period Of High Inflation

[WSJ] Even More Investors Want Out of Private Credit

[WSJ] Hoping to Lure Buyers Flush With IPO Cash, Rockstar Energy Creator Lists Five Homes

[WSJ] Brazil’s Central Bank Keeps Cutting Despite Hot Prices

[FT] How the oil market shrugged off the Iran crisis

[FT] Wall Street pushes US regulators to further ease Basel capital rules

Wednesday Evening Links

[CNBC] Stock futures tick higher after Fed’s hint of possible rate hike in 2026 spurs a sell-off: Live updates

[Reuters] Traders now see Fed raising rates by September

[AP] US stocks sink on worries about a possible hike to interest rates this year by the Federal Reserve

[AP] Federal Reserve policymakers show support for rate hikes as Warsh reins in guidance

[CNBC] Here are the five big takeaways from Kevin Warsh’s first meeting as Fed chairman

[CNBC] Jeffrey Gundlach says Fed’s Warsh is not going to be the ‘easy money’ chairman many hoped for

[CNBC] Analysis: Chairman Kevin Warsh’s task forces are the key to understanding the new Fed

[Axios] U.S. and Iran sign deal ahead of schedule, sources say

[Bloomberg] Warsh Rocks Bond Market in Debut, Sparks Surge in Rate-Hike Bets

[Bloomberg] Warsh Puts Stamp on Fed With Immediate Changes to Usual Routine

[Bloomberg] Fed’s Warsh Earns Points From Economists for ‘Slick’ Performance

[WSJ] Five Takeaways From Kevin Warsh’s First Meeting as Fed Chairman

[WSJ] Warsh’s Bold New Change at the Fed

Wednesday Afternoon Lins

[CNBC] Dow closes 500 points lower as Warsh’s first Fed meeting sets off surge in bond yields: Live updates

[CNBC] Fed meeting live updates: Kevin Warsh holds first press conference as chairman

[CNBC] Fed holds rates steady, pares down statement to remove cutting bias

[AP] Federal Reserve keeps rate unchanged, but nearly half of policymakers would support hike this year

[CNBC] Chairman Warsh drastically alters Fed rate statement. Here’s what’s changed

[Bloomberg] Key Takeaways From Fed Decision to Hold Rates Steady

[Bloomberg] US Details, Defends 14-Point Iran Plan It Has Yet to Publish

[Bloomberg] A First-Ever Default Shakes an $80 Billion Corner of Muni Market

[Bloomberg] Wall Street Revives Risky Loan Deals That Banks Couldn’t Sell

[Bloomberg] Citadel Securities Saw ‘Astronomical’ Retail Flows on Friday

[Bloomberg] Trillion-Dollar Meme Stocks Are Here. Be Prepared

[WSJ] Fed Holds Rates Steady, But More See Higher Rates as Next Move