Thursday's News Links

[CNBC] Stock futures are little changed after S&P 500 retreats from record: Live updates

[Reuters] Asia shares subdued, bonds swamped by AI debt wave

[CNBC] Oil gains as Middle East hostilities, potential escalation stoke supply worries

[CNBC] Trump says he is not keen on a deal with Iran as U.S. reportedly prepares for ‘massive bombing’

[Reuters] Hormuz transits at lowest in over two months after attacks, data shows

[Reuters] Sovereign bonds shouldered aside as AI takes their turf

[Reuters] South Korea may ban foreign banks arranging global bond deals, Bloomberg News reports

[Reuters] Attacks on Saudi airports kill three people, as fighting escalates in Yemen

[Bloomberg] Tanker Attacked Deep in Persian Gulf for First Time in Weeks

[NYT] Fed Minutes Show Officials Saw More Work to Do to Quell Inflation

[FT] How a trillion-dollar hedge fund borrowing spree became Wall Street’s cash cow

Wednesday Evening Links

[CNBC] Stock futures are little changed after S&P 500 retreats from record: Live updates

[Yahoo/Bloomberg] Oil Edges Higher on Iran Strike Options Report and Storm Impact

[Axios] Military ordered to be ready for possible Iran strikes as Trump weighs timing

[Yahoo/Bloomberg] US Consumer Borrowing Moderates on Drop in Revolving Credit

[Yahoo/Bloomberg] Robert Rubin Warns AI Boom Carries Risks for US Economy, Markets

[Bloomberg] Fed Used Treasury Funds to Support Yen in Joint Intervention

[Bloomberg] China’s Weak Holiday Spending Casts Shadow as Markets Reopen

[WSJ] Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals to Pay for AI Chips

[WSJ] The AI Price War Is Heating Up—and OpenAI Is Gaining Ground on Anthropic

Wednesday Afternoon Links

[Yahoo/Reuters] World shares, euro slide as high oil prices, fiscal worries linger

[Reuters] Attacks on tankers in Hormuz hit highest of any week since start of Iran war, sources say

[Reuters] Iranian official says 'illegal routes' in Strait of Hormuz to soon be blocked

[CNBC] Fed officials see another hike coming, but no sign as to when, minutes show

[Reuters] Fed policymakers divided over rate-hike logic in September, minutes show

[Axios] The global fiscal reckoning is here

[Yahoo/Reuters] NY Fed September survey finds public expecting more near-term inflation

[Axios] Tariff price increases can take a year to fully show up, New York Fed says

[Yahoo/Reuters] SpaceX seeks $40 billion financing to buy Nvidia chips, sources say

[AP] Tropical Storm Isaias forms, is forecast to become a hurricane and hit US Gulf Coast this week

[Yahoo/Telegraph] UK borrowing costs hit 28-year high in fresh bond rout

[Bloomberg] US Bonds Rise as Yields at 2002 High Lures Buyers at Auction

[Bloomberg] Short-Term Inflation Expectations Reach Three-Year High, NY Fed Survey Says

[Bloomberg] Oil Shipping Costs Reach Dizzying New Highs on Hormuz Snarls

[Bloomberg] San Francisco Passes Data Center Moratorium in Hometown of AI

[WSJ] France Considers Issuing More Shorter-Term Debt After Bond-Market Turmoil

[WSJ] Soaring Financing Costs Threaten Commercial Real-Estate Deals

[FT] London hedge fund Arini falls 16 per cent on soured credit bets