Wednesday's News Links

[CNBC] Dow drops more than 600 points, oil surges after Trump declares Iran ceasefire ‘over’: Live updates

[Yahoo/Reuters] Oil jumps over 4% to two-week high after Trump says deal with Iran 'over'

[Reuters] Oil jumps, stocks fall as Trump says interim Iran deal 'over'

[MSN/Bloomberg] European Bonds Slide as Oil Spike Reignites Inflation Fears

[Yahoo/Bloomberg] Korean Stocks Extend Drop From Peak to 20% as AI Jitters Spread

[Yahoo/Bloomberg] Emerging-Market Stocks Drop as Iran Escalation Adds to AI Risks

[Axios] Trump says Iran ceasefire "over" and talks a "waste of time"

[Reuters] Iran war live: US and Iran exchange fire anew after attacks in Hormuz strait, testing truce

[AP] Tehran targets Bahrain and Kuwait after US strikes and limits Iran’s oil sales over ship attacks

[Reuters] Trump turns on Spain and demands Greenland as NATO summit exposes cracks

[AP] US airlines’ monthly fuel spending topped $6 billion again in May, up 84% from year ago

[Yahoo/Bloomberg] Low Birth Rate Risks Creating US Housing Glut Over Coming Decade

[Yahoo/Bloomberg] Trump’s Greenland Obsession Returns: ‘Stupidly, We Gave it Back’

[Politico] Trump reignites Greenland feud with Europe at NATO

[Reuters] Ukraine says its drones hit three refineries, tankers, in night of major strikes

[Bloomberg] Trump Says US May Strike Iran Again, Threatens Renewed Blockade

[Bloomberg] Labor Crunch Tests Growth Limits for US Data Center Builders

[Bloomberg] Wildfire Risk Rises Across US West as Winds, Dry Lightning Build

[Bloomberg] Japan’s Bank Lending Rises Fastest Since Covid, Backing BOJ Path

[Bloomberg] New Zealand Raises Key Rate to Head Off Inflation Pressures

[Bloomberg] Leveraged Stock ETFs Are as Stable as a Row of Dominoes

[NYT] Global Economy, Hit by Iran War and Inflation, Faces Sharp Slowdown

[WSJ] Trump Says Ceasefire With Iran Is Over After Latest Attacks

[WSJ] Global M&A Surged This Year With Massive AI Deals, Mergermarket Says

[FT] IMF warns inflation threat looms large over global economy

[FT] Japan’s borrowing costs soar to 30-year high on debt fears

[FT] US dealmaking boom fuels payday for merger arbitrage

[FT] The great AI data centre cover-up

Tuesday Evening Links

[CNBC] Stock futures are little changed as investors weigh Middle East tensions and await Fed minutes: Live updates 

[Reuters] Oil jumps after settlement as US revokes general license for Iran oil sales

[Axios] U.S. strikes Iran after attacks on vessels in Strait of Hormuz

[CNBC] U.S. resumes ‘powerful strikes’ on Iran after Hormuz Strait ship attacks, CENTCOM says

[Reuters] Hormuz shipping risk raised to severe after tankers hit, reviving U.S.-Iran tensions

[Reuters] Trump reiterates at NATO summit that Greenland should be controlled by US, not Denmark

[Reuters] Europe may face 'more deadly weeks' as new heatwave builds, WHO warns

[Bloomberg] Tech Rout Deepens as Chipmakers Fall; SpaceX Gets Bullish Calls

[Bloomberg] Hedge Funds Shake Off Brutal March to Post Best Half Since 2021

[NYT] Oil Shipments in Strait of Hormuz in Jeopardy After Day of Attacks and Retaliation

[FT] French far-right leader Marine Le Pen says she will run for president

Tuesday Afternoon Links

[CNBC] Dow turns red as chip stocks tumble, oil prices gain: Live updates

[CNBC] Oil prices rise more than 2% after attacks on tankers in Strait of Hormuz

[CNBC] Trump renews Greenland threats at NATO summit, says U.S. could remove troops from Europe

[Yahoo/Reuters] NY Fed survey reports rising near-term inflation expectations in June

[Axios] The bond market's new bet on interest rates

[Yahoo/Reuters] US power use to beat record highs in 2026 and 2027 as AI use surges, EIA says

[Yahoo/Reuters] Record capital goods imports help to sharply widen US trade deficit in May

[Yahoo/Bloomberg] Microsoft Replaces OpenAI, Anthropic With Own AI in Some Apps

[Bloomberg] Traders Are Dumping Tech Bonds to Make Room for Amazon Debt Deal

[Bloomberg] BlackRock Sees Private Credit Taking Bigger Role in AI Buildout

[Bloomberg] Iran Tells UN It Has Right to Control ‘Parts’ of Hormuz Strait

[WSJ] Private-Equity Firms Are Sitting on a Nine-Year Backlog

[FT] Trump threatens to remove all US troops from Europe