Thursday's News Links

[CNBC] Stocks rally, boosted by declining oil and yields as traders attempt Fed sell-off rebound: Live updates

[Yahoo/Reuters] Oil falls 3% to one-week low as supply disruption fears ease

[Reuters] Rising oil, rates and yields brew up stagflation cocktail for markets

[AP] Claims for unemployment benefits drop to 196,000, lowest since mid-July as layoffs remain low

[Yahoo/Reuters] US single-family housing starts rebound in August; building permits fall

[Axios] Scoop: Trump to hold Iran talks with Gulf leaders next week

[Reuters] Trump hopes Iran war nearing end as Houthi-Saudi fighting escalates

[Reuters] Explainer: How Yemen's Houthis went from a small mountain militia to a big regional threat

[Reuters] Canada and EU should ally to protect democracies, Carney says, after 'associate member' proposal angers Trump

[CNBC] ‘Hostile act’: Trump threatens EU with tariffs over Canada associate-membership proposal

[Politico] Carney to Trump: No one tells Canadians what to do

[Yahoo/Bloomberg] Trump Bans Canadian Goods From US Government Purchases

[Yahoo/Reuters] Goldman Sachs sees October Fed hike after hawkish signal

[Yahoo/Reuters] Bank of England sounds inflation alarm as it holds interest rates

[Yahoo/Reuters] Major central banks on tightening path amid energy price shock

[Yahoo/Bloomberg] Japan Banks See Risk of Rising Bond Yields Leading to Losses

[Bloomberg] Food Prices Present Fresh Risk to Global Bonds After Selloff

[Bloomberg] Radiant World Reveals Near-Empty Coffers to Jefferies Fund

[Bloomberg] BOE Eases Bond-Market Pain With Overhaul of QT Gilt Sales

[Bloomberg] Global Banks’ Financing of Energy Rose to $2.3 Trillion in 2025

[Bloomberg] The US Is Squandering Its Global Leverage

[Bloomberg] Ukraine Hits Key Russian Oil Refinery as Moscow Strikes Kyiv

[NYT] The Fed, After Raising Rates, Grapples With What Comes Next

[NYT] Trump Renews Attacks on Fed After Rate Increase

[NYT] Global Economy Is Running Out of Wiggle Room

[WSJ] Warsh Takes Hawkish Turn With Rate Rise and Hints of More to Come

[WSJ] Iran’s Attempts to Get Around the Hormuz Blockade Are Hitting a Wall

[FT] Donald Trump fails to bend the Federal Reserve to his will

[FT] Bank of England says rates likely to rise as it overhauls gilt sales

[FT] Wall Street warns trading boom is losing steam

[FT] China’s US Treasury holdings fall to lowest level since 2008

[FT] The rebel offensive that shook Saudi Arabia

[FT] The era of AI warfare has arrived

Wednesday Evening Links

[CNBC] Stock futures are little changed after Fed’s rate hike spurs a market sell-off: Live updates

[AP] Federal Reserve hikes key rate for 1st time in 3 years, defying Trump demands for a cut

[Yahoo/Reuters] Wall St ends lower after Fed hikes interest rates, sees more tightening ahead

[Reuters] Fed hikes rates in search of 'timelier' drop in inflation, sees more tightening ahead 

[CNBC] Trump demands 1% or lower interest rate after first Fed hike since 2023

[CNBC] Here are five key takeaways from Wednesday’s Fed rate hike

[CNBC] Jeff Gundlach says the Fed should have hiked rates by more to fight rising inflation

[Yahoo Finance] JPMorgan CEO Jamie Dimon says small businesses are experiencing a 'mini boom'

[Bloomberg] Trump Says Rates Should Be ‘1% or Less’ After Fed Hike

[Bloomberg] Bond Traders Signal Warsh Crediblity Growing in Inflation Fight

[Bloomberg] Foreign Holdings of US Treasuries Fell to Nine-Month Low in July

[FT] Federal Reserve defies Donald Trump with first rate rise since 2023

Wednesday Afternoon Links

[CNBC] Dow falls 700 points as losses accelerate after the Fed hikes rates, Warsh highlights inflation risk: Live updates

[CNBC] Fed hikes interest rates for the first time since 2023

[CNBC] Fed meeting live updates: Warsh’s Fed forced to raise rates to deal with persistent inflation

[Yahoo/Reuters] Oil slips as Saudi Arabia offers more crude via Oman

[Reuters] Houthi blitz leaves Saudi Arabia exposed, Iran emboldened

[CNBC] Hyperscaler debt signals warning sign, Apollo cautions

[Axios] Scoop: U.S. open to discuss AI "shared risks" with China, Bessent says

[Reuters] EU's von der Leyen wants Canada to become bloc's first associate member

[Bloomberg] Live Update: Fed Hikes Rates by Quarter Point in Unanimous Decision

[Bloomberg] Key Takeaways From Fed Decision to Raise Interest Rates

[NYT] Trump’s Latest Threats Loom Over Fed Rate Decision

[WSJ] Fed Raises Rates for First Time in Three Years