Monday's News Links

[CNBC] Stocks are little changed as traders watch for Strait of Hormuz deal, inflation data: Live updates

[Yahoo/Reuters] Oil rises nearly 2% as Iran tempers hopes of Hormuz reopening

[Reuters] Global stocks tick up with Hormuz and inflation in focus

[AP] Iran won’t reopen Strait of Hormuz without US concessions and other Mideast developments

[Reuters] Iran ties Hormuz reopening to US concessions on several demands

[Yahoo/Bloomberg] Trump Hints US Will Let Economic Pressure on Iran Do the Work

[Yahoo/Bloomberg] Who’s Who in Iran? Guide to the Islamic Republic’s Top Leaders

[Axios] How Kevin Warsh is rewiring the Fed

[Yahoo/Reuters] July US container imports hit fourth-highest on record, Descartes says

[Reuters] Lenders scrutinize US data center financing as community opposition builds

[AP] Ukrainian drone attack on an oil hub deep inside Russia kills 13, officials say

[AP] Wildfires burn across western US and Canada as residents are evacuated

[AP] UK and France prepare for another heat wave as western Europe sets new temperature record

[Bloomberg] BOJ Flags Upside Price Risks and Possible Faster Rate Hikes

[Bloomberg] Strategy Sells More Bitcoin, Stock to Bolster Cash Stockpile

[Bloomberg] Europe’s Fifth Heat Wave Risks Straining Rivers, Power and Crops

[Bloomberg] The US Ammo Crunch Is a Global Disaster

[NYT] Private Equity Is Stuck With 33,575 Unsold Businesses

[WSJ] Private Credit Is Under Growing Strain, Despite Industry’s Upbeat Tone

[WSJ] How the AI Trade Is Stealing Crypto’s Thunder

[WSJ] The Bruising Race to Rent in San Francisco Goes Into Overdrive

[FT] Just how big is the hidden leverage of AI hyperscalers?

[FT] Marine heatwaves strike as climate change plays out ‘in front of our eyes’

Sunday Evening Links

[CNBC] S&P 500 futures slip as traders watch for Strait of Hormuz deal, inflation data: Live updates

[Reuters] Oil rises as uncertainty continues over reopening of Strait

[AP] Israel rejects Trump’s Gaza plan, more details emerge on the Strait of Hormuz and other Mideast news

[Reuters] Yemen's Houthis attack Saudi refinery after kingdom signs defence pact

[Bloomberg] China Unleashes $28 Trillion Capital Markets to Challenge US in AI

[NYT] Iran, Holding Firm to Strait, Steers Trump Back to June Deal

[WSJ] America’s Military Is Dangerously Exposed

[FT] Tehran says US must meet new conditions before Iran reopens strait

[FT] Iran replaces top security official at crucial moment in talks over Strait of Hormuz

Sunday's News Links

[Reuters] Wall St Week Ahead Inflation data to test record-setting US stocks, Fed rate views

[Reuters] Iran says Oman deal is in 'final stages' but US must act to open Hormuz

[AP] Houthis claim attacks on Saudi Arabian oil facility and Yemeni port, and other Mideast news

[Axios] Trump to Axios: "We are low keying it" with Iran

[Yahoo/Bloomberg] Wait for Hormuz Deal Stretches on as Iran Says Terms Must Be Met

[Reuters] China July factory-gate inflation eases to 3-month low, CPI slows

[Reuters] German minister warns of daily 'hybrid warfare' after suspected drone attack

[Bloomberg] Behind Bessent Moves, Wall Street Sees Sign of Bond-Market Angst

[Bloomberg] Leveraged ETF Boom Amps Up Wall Street Intraday Momentum Plays

[Bloomberg] Pentagon Asks Defense Firms to Boost Production of Key Systems

[Bloomberg] Private Credit Squeezed By Bank Refinancings: Credit Week

[Bloomberg] Trump’s Attacks Fuel Supreme Court’s Sinking Public Approval

[NYT] The U.S. Is Burning Through Weapons in Iran. Russia and China Are Taking Note.

[WSJ] Trump Thought Opening the Strait of Hormuz Was Imminent. Iran Had Other Plans.

[WSJ] Iran Demands U.S. Withdrawal to Open Hormuz

[WSJ] How Liquid Are Private-Credit Funds? It Depends How You Define ‘Liquidity’

[FT] The bank behind China’s AI listings bonanza