Monday Afternoon Links

[CNBC] S&P 500 pulls back as tech stock losses outweigh cooler oil prices ahead of midterms: Live updates

[AP] US stocks turn unsteady following last week’s sell-off, but oil prices fall sharply

[Yahoo/WSJ] U.S. Treasury, European Bond Yields Fall as Oil Prices Drop

[Axios] Anthropic's spending commitments surge to nearly $900 billion

[Axios] Trump to Axios: "No rush" to decide on restarting war in Iran

[AP] Netanyahu is pressing Trump to attack Iran after the midterms, officials tell AP

[Yahoo/Reuters] US Treasury auction changes loom in 2027; dealers eye long-end cuts

[Axios] How deficits will shape 2028 politics

[Bloomberg] US Manufacturing Activity Accelerates as Production Picks Up

[Bloomberg] Millennium Pulls Over $1.5 Billion From Two External Hedge Funds

[Bloomberg] El Niño Could Raise US Inflation, Boost Jobs in 2027, Fed Study Says

[WSJ] America’s Gulf Allies Prepare for New Round of Strikes on Iran—and the Blowback

[FT] Benjamin Netanyahu presses Donald Trump for renewed strikes against Iran

[FT] AI build-out forecasts are increasingly reliant on Elon Musk telling the truth

[FT] What caused the $6.3bn Binance hack?

[FT] European supermarket freezers overheat in fresh cyber attack