Tuesday's News Links

[CNBC] Nasdaq higher as tech shares rise; oil and Treasury yields fall: Live updates

[Yahoo/Reuters] Oil falls as investors focus on Middle East supply

[Yahoo/WSJ] U.S., European Government-Bond Yields Fall, Remain Near Recent Highs

[Yahoo/Bloomberg] UK Pays Highest Yield Since 1999 at 10-Year Bond Auction

[Yahoo/Reuters] Dollar keeps climbing as oil, US yields stay high; jobs data looms

[Axios] Why the Treasury yield curve is in focus again

[AP] From motorcycles to booze, US ban on $1 billion worth of Canadian imports goes into effect

[AP] Iran tells the US public that Trump’s war has failed, and other Mideast developments

[Yahoo/Reuters] US single-family home prices rise in July, FHFA says

[Yahoo/Bloomberg] AI Faces $6 Trillion Test to Justify Data Centers, Bain Says

[Atlantic] Inside the Biggest Feud in Artificial Intelligence

[Reuters] Anthropic's IPO prospectus shows sweeping AI vision, surging costs

[Reuters] Anthropic warns AI may pose 'existential risks to humanity' in IPO filing

[Yahoo/Reuters] Oura delays US IPO, adding to fall market jitters

[Politico] French debt hits 119% of GDP

[Reuters] UK consumer lending rises at fastest pace since 1993, BoE says

[CNBC] Australia raises benchmark rates to 15-year high as it fights sticky inflation

[AP] China rolls out new measures to bolster its property sector and economy

[Reuters] Ukraine's Zelenskiy says North Korea prepares to deploy another 10,000 troops to Russia

[Bloomberg] Smart Ring Maker Oura Becomes Latest Company to Delay US IPO

[Bloomberg] Spanish Inflation Unexpectedly Hits 5%, Backing Higher Rates

[Bloomberg] China Offers Cheap Loans to Help State Firms Pay Overdue Bills

[NYT] How Asia Has Survived the Energy Crisis

[WSJ] Japan Finance Minister Reaffirms U.S. Coordination on Yen Stability

[WSJ] Middle East Oil Exports Rebound as Iran’s Chokehold on Hormuz Breaks Down

[FT] Who is driving the massive surge in repo borrowing?

[FT] Nvidia turns to insurers to spread the risk of AI build-out

[FT] Oil price and US Treasury yields in tightest relationship since 1990

Monday Evening Links

[CNBC] Stock futures are little changed after higher yields lead to losing session: Live updates

[Yahoo/Reuters] Stocks fall; oil prices off highs amid renewed hopes for Middle East negotiations

[AP] Bond yields crank higher and pull US stocks further from their record

[AP] Mediators are working to broker a US-Iran deal, but major hurdles remain

[Reuters] US, Iran set to hold separate talks with mediators on Monday or Tuesday, official says

[Yahoo/Bloomberg] Hassett Says ‘Outside’ Factors Could Upset Growth, Deficit Goals

[Bloomberg] Asian Bonds to Decline as Oil Fans Inflation Fears: Markets Wrap

[Bloomberg] Billions of Dollars in Muni Deals Stuck in Limbo as Yields Soar

[Bloomberg] Subprime Auto Loans Make Wall Street Rich as Borrowers Struggle

[FT] US Treasury threatens crackdown on Wall Street tax-avoidance strategies

Monday Afternoon Links

[Yahoo/Reuters] Stocks fall, squeezed by rising oil prices and Treasury yields 

[Yahoo/Reuters] Fed's Cook sees further inflationary pressures ahead 

[Bloomberg] Fed’s Cook Says AI Gains Won’t Offset Near-Term Inflation

[Bloomberg] Goldman Says High-Yield Debt Deluge Is Overwhelming Investors

[Bloomberg] Paramount Puts $44 Billion Bond Sale for Warner Deal in Motion

[Bloomberg] Apollo’s Slok Says Financial System Risks an ‘Agentic Bank Run’

[NYT] China’s Crowded Car Industry Moves Toward Consolidation

[FT] Federal Reserve’s watchdog warns of security ‘deficiencies’ at central bank