Tuesday Evening Links

[CNBC] Stock futures inch higher as traders weather latest rise in Treasury yields: Live updates

[Yahoo/Reuters] Oil prices settle down 2.5% on signs Middle East exports recovering

[Yahoo/WSJ] Treasury Yields Push To Fresh Highs

[Yahoo/Reuters] Dollar hits 16-month high on euro and Swiss franc as US yields top 5%

[Axios] U.S.-Iran talks yield little, raising odds of renewed combat

[AP] Trump says top tech firms have signed accord to ‘self-police’ AI development

[Politico] Merz says Lavrov comments show Moscow not interested in serious negotiations

[Bloomberg] Crowded Short Trade in Treasury Futures Boosts Risk of a Squeeze

[Bloomberg] PGIM Pushes for AI Limits in CLOs to Avoid Too Much Exposure

[WSJ] Trump Defends Light-Touch AI Strategy After Industry Sounds Alarms

Tuesday Afternoon Links

[CNBC] Dow tumbles as bond yields continue rising: Live updates

[Yahoo/Reuters] Oil prices fall on signs Middle East crude flows recovering

[Yahoo/Reuters] Battered bond market braces for a new era of interest rates

[AP] Americans’ view of the economy sinks to the lowest level since 2014, Conference Board survey says

[CNBC] Consumer optimism slides to lowest since 2014 as fears escalate over rising prices and jobs

[Yahoo/Reuters] US job openings fall in August; layoffs remain low

[AP] US targets Iran’s military supply chain as the status of diplomatic talks remains uncertain

[Reuters] Prospect of Fed pulling too far back on communications poses volatility risk, Musalem says

[Reuters] Anthropic says rogue AI agents pose uncertain legal risk for the company

[Bloomberg] US 30-Year Treasury Yield Rises to Highest Level Since 2002

[Bloomberg] US Job Openings Fall to Lowest Since March, Layoffs Subdued

[Bloomberg] Fed’s Barr Says More Hikes Likely Needed as Growth Picks Up

[Bloomberg] Muni Trading Jumps to Highest Since at Least 1995 on Market Rout

[Bloomberg] Navarro Tells Canadian Lobbyists to ‘Get the Hell Out’ of US

[Bloomberg] France Plans to Sell Record €340 Billion of Bonds in 2027

[NYT] OpenAI Ignored Employees Who Warned It Wasn’t Doing Enough About Security

[NYT] College Students Flex Their Power in A.I. Investment Frenzy

[WSJ] Fed’s Barr: Surge of Investment and Related Demand from AI Buildout is Having Measurable Effect on Prices

[WSJ] Fed’s Williams Hints Next Rate Increase Can Wait

[WSJ] See How the Houthi Advance Was Powered by Arms From Iran and China

[FT] Middle Eastern oil exports rise to highest level since Iran war began