Wednesday, July 29, 2026

Thursday's News Links

[CNBC] Nasdaq rallies 2%, fueled by gains in Microsoft and semiconductor stocks: Live updates

[Reuters] US 30-year yield hits 2007 high, stocks attempt post-earnings recovery

[CNBC] Meta tanks nearly 9%, Microsoft jumps 9% as the AI trade splits Big Tech

[Yahoo/Bloomberg] Korean Stocks’ Record Rout Fails to Tempt Global Investors

[Yahoo/Bloomberg] Chinese Chip Stocks Plunge as Investors Rotate Away From Tech

[AP] Live updates: US and Iran trade strikes as hopes dim for a quick resolution

[Axios] U.S. launches fresh airstrikes in Iran

[Yahoo/Bloomberg] US Launches Fresh Strikes Against Iran as War Escalates Again

[Reuters] Drone strike near Suez Canal in Egypt raises new security threat in widening war 

[Yahoo/Bloomberg] Hormuz Shipping Traffic Picks Up Despite Middle East Hostilities

[CNBC] U.S. economy slowed to 1.5% growth rate in Q2; June core inflation at 3.3%

[Reuters] US weekly jobless claims increase less than expected

[Yahoo/Bloomberg] Bond Rout Sends Warning to Warsh That Tough Talk Is Not Enough

[Reuters] The bond market isn’t buying what Fed Chair Warsh is selling

[CNBC] Analysis: Fed Chairman Warsh’s credibility in question after leaving interest rates unchanged

[Yahoo/Bloomberg] Meta’s Case for Its AI Spending Keeps Getting Weaker

[CNBC] AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources

[CNBC] China threatens retaliation against U.S. humanoid robot ban, says it ‘severely damages’ relations

[Yahoo/Bloomberg] Blue Owl Reports Fundraising Slowdown Amid Credit Pullback

[Reuters] US strikes $58.6 billion Patriot missile deal amid rising stockpile concerns

[AP] Bank of England keeps key rate at 3.75% for the fifth time this year

[Yahoo/Bloomberg] Trump Crypto Tie-Up Fueled Family Windfall, Investor Losses

[Reuters] Latin America likely to see intense El Niño, UN official says

[Reuters] Record low water levels force nuclear output cuts in Hungary and Romania

[Bloomberg] Fed’s Warsh Rebuked by Investors Craving a Real Inflation Fight

[Bloomberg] The Fed Chair’s 2% Inflation Rhetoric Is Starting to Feel Empty

[Bloomberg] Should European Banks Be Crashing the Hedge Fund Party?

[Bloomberg] Goldman Says Diesel at ‘Epicenter’ of Squeeze as Refineries Hit

[Bloomberg] El Niño Threat Raises the Risk of Higher Blueberry Prices

[NYT] Markets Challenge Warsh’s Approach to Taming Inflation

[NYT] Trump Encounters a More Determined Iran as War Widens

[NYT] Saudi Arabia Reluctantly Enters U.S.-Iran War

[NYT] Two Ships Hit in Apparent Drone Strike at Egyptian Port

[NYT] Uninsured Patients Rise Sharply, Hospitals Report, Citing Obamacare Cuts

[WSJ] U.S. Treasury Yields Soar as Market Struggles to Interpret Fed

[WSJ] Fed’s Preferred Inflation Index Cooled but Remained Elevated in June

[WSJ] Egypt Suffers First Drone Attack, Widening the Iran War

[WSJ] See the New Fronts of the Iran War Erupting Across the Middle East

[WSJ] Kevin Warsh Asked the Market to Speak. It Answered.

[WSJ] Why Higher Tariffs Are Becoming the New Normal for Business

[FT] US borrowing costs hit 19-year high as Fed defies inflation fears

[FT] Kevin Warsh’s stripped-back Fed communication ‘already backfiring’, say investors

[FT] Trying to make sense of Warsh

[FT] US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply

[FT] The Fed’s next step is far from clear

[FT] Investors warn Bank of Japan faces test to inflation-fighting credibility

[FT] Beijing pledges faster spending to support China’s economy

Wednesday Evening Links

[CNBC] Stock futures rise as Microsoft jumps after earnings; traders hope to recover from Fed Day sell-
off: Live updates

[CNBC] Meta’s stock plunges almost 10% on disappointing guidance, dwindling free cash flow

[Yahoo/Bloomberg] Microsoft Reports Over $130 Billion in New Data Center Leases

[AP] US-Iran conflict enters new phase as Saudi Arabia helps hit proxies and diplomacy stalls again

[Axios] Saudi defense minister holds urgent meeting with Vance after Iraq strikes

[AP] Fed leaves interest rate unchanged but with 3 dissents as Warsh praises ‘good family fight’

[Axios] Fed leaves rates steady, with internal dissent

[Reuters] Warsh vows not to 'waver' on inflation as divided Fed leaves rates unchanged

[Reuters] Early dissents versus Fed chief Warsh are the most since 1970

[Reuters] Trump stands by his 'brilliant' Fed pick despite no rate cuts

[Reuters] Risk-averse investors push Brazil debt deeper into interest rate exposure

[NYT] Government Borrowing Cost Hits Two-Decade High After Fed Rate Decision

[NYT] Fed Holds Rates Steady but Three Officials Back Increase

[NYT] 4 Takeaways From the Federal Reserve Meeting

Wednesday's News Links

[CNBC] Dow falls 600 points as oil prices jump ahead of Fed decision: Live updates

[CNBC] Oil prices jump more than 6% after Trump says U.S. will hit Iran hard

[AP] Iran resumes missile attacks as US and Saudis strike Tehran-backed militias in Iraq

[Reuters] Fear of war's spread as US, Saudi hit Iran-backed fighters in Iraq

[Reuters] Iran to get Chinese shoulder-launched missile systems in weeks, sources say

[Reuters] Yemen's Houthis considering fees for ships sailing through Red Sea, sources say

[AP] The Federal Reserve is expected to keep rates unchanged for now despite high prices

[Reuters] Uncertainty creeps into Fed's rate decision as Warsh keeps his cards hidden

[Reuters] Magnificent 7 results set to test broadening US stock market

[NYT] Shipping Risks Rise Across Crucial Middle East Oil Routes

[NYT] What to Watch at the Federal Reserve’s July Meeting

[NYT] A.I. Companies Are Recruiting Electricians and Carpenters by the Thousands

[WSJ] Iran Gambles on Escalation With Surprise Attack on U.S. Forces

[WSJ] How China Went From Dream Customer to a Nightmare for Big Oil

[FT] Trump vows to deliver ‘beating’ to Iran in retaliation for latest attack

[FT] Half of England declared in drought after heatwaves

[FT] What’s up with CCC-rated bond spreads?

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