Daily News Links

8693 posts

Friday, September 18, 2026

General

• S&P 500 falls as Treasury yields rise; index heads for losing week: Live updates
  CNBC
• Yen slumps to two-week low after BOJ rate hike underwhelms
  Yahoo/Reuters
• Oil prices steady as Saudi supply hopes outweigh fresh Houthi strikes
  CNBC
• Chinese Yuan Hits Strongest Level Since 2022 After PBOC Fixing
  Yahoo/Bloomberg
• Major central banks on tightening path amid energy price shock
  Yahoo/Reuters
• Rising oil, rates and yields brew up stagflation cocktail for markets
  Yahoo/Reuters
• US equity funds post fourth weekly outflow on inflation worries, rate concerns
  Yahoo/Reuters
• Global equity fund outflows hit nine-month high on inflation fears
  Yahoo/Reuters
• Wall Street thinks the stock market can handle a few hikes
  Axios
• Iran says it strikes an oil tanker, and other Mideast developments
  AP
• Iranians rally by the hundreds of thousands in biggest show of defiance since war began
  AP
• Bank of Japan raises interest rates to 31-year high, flags concerns over inflation
  CNBC
• BOJ Governor Ueda's comments at news conference
  Yahoo/Reuters
• Australia's central bank chief warns inflation risks materialising
  Yahoo/Reuters
• Italy's debt burden rising at alarming rate, economy minister says
  Yahoo/Reuters
• China’s Fiscal Pullback Stretches Into August as Spending Slumps
  Yahoo/Bloomberg
• Putin targets Nestle’s Russian business as Kremlin tightens grip on Western assets
  CNBC
• BOJ Hikes Rates in Split Decision After Bessent’s Pressure
  Bloomberg
• Why One Saudi Pipeline Is Crucial to the Global Oil Market
  Bloomberg
• France Bond Risk Gauge Reaches New Milestone on Budget Risks
  Bloomberg
• BOE’s Balance Sheet Move Eases Repo Pressure, Barclays Says
  Bloomberg
• Korea’s Lee Says $350 Billion US Deal Causing ‘Sleepless Nights’
  Bloomberg
• Turkey Turns to Two Big Banks to Liquidate Troubled Funds
  Bloomberg
• Black Sea Chaos Is Forcing Russian Farmers to Plant Less Wheat
  Bloomberg
• El Niño Puts India on Track for Its Driest Monsoon Since 2009
  Bloomberg
• Japan Raises Interest Rates in a Decision Muddied by U.S. Pressure
  NYT
• How Warsh Raised Rates Without Drawing Trump’s Ire
  WSJ
• Weeks Before the Midterms, Almost Everything Is Getting More Expensive
  WSJ
• Hackers Used Anthropic’s Claude to Break Into OpenAI
  WSJ
• Yen sinks after Bank of Japan raises rates to highest level since 1995
  FT
• Iran switches from ships to trucks to evade US blockade
  FT
• The real risk of private credit’s involvement in the annuity business
  FT
• How money moved across Mark Walter’s empire
  FT
• Tett: The west must hurry to catch up with Ukraine on AI combat
  FT
• Turkey moves to liquidate funds at centre of ‘Ponzi-like scheme’
  FT

Thursday, September 17, 2026

Evening

• Stock futures are little changed after Thursday’s post-Fed bounce: Live updates
  CNBC
• Trump tells Axios he's approaching major crossroads in Iran war
  Axios
• What to know after a week of Houthi attacks that threaten Saudi oil and have rattled world markets
  AP
• The Carry Trade Explained: Why the Yen Is Losing Its Appeal
  Bloomberg
• DoubleLine’s Gundlach Warns of Fiscal Crisis in Next Recession
  Bloomberg
• Fighting Intensifies in Yemen as Militia Advances on Key Provinces
  NYT
• French premier Lecornu proposes big spending cuts to reduce deficit
  FT

Afternoon

• Stocks rise, lifted by falling oil and yields as market attempts comeback after Fed sell-off: Live updates
  CNBC
• Oil falls 2% to one-week low as Middle East supply disruption fears ease
  Yahoo/Reuters
• How record diesel prices will rip through the U.S. economy. Trucks and rails are only the start
  CNBC
• Why High Bond Yields Look Like the New Normal
  Bloomberg
• Private Credit Defaults Are 1%, 6% or 19%, Depending Who You Ask
  Bloomberg
• Merz Says US Friendship Built Since War ‘Probably Over’ for Now
  Bloomberg
• Poland Warns That Russia Plans to Strike Ukraine’s NATO Allies
  Bloomberg
• China Stockpiled Oil, and Now It Could Dominate the Energy Landscape
  NYT

General

• Stocks rally, boosted by declining oil and yields as traders attempt Fed sell-off rebound: Live updates
  CNBC
• Oil falls 3% to one-week low as supply disruption fears ease
  Yahoo/Reuters
• Rising oil, rates and yields brew up stagflation cocktail for markets
  Reuters
• Claims for unemployment benefits drop to 196,000, lowest since mid-July as layoffs remain low
  AP
• US single-family housing starts rebound in August; building permits fall
  Yahoo/Reuters
• Scoop: Trump to hold Iran talks with Gulf leaders next week
  Axios
• 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
  Reuters
• ‘Hostile act’: Trump threatens EU with tariffs over Canada associate-membership proposal
  CNBC
• Carney to Trump: No one tells Canadians what to do
  Politico
• Trump Bans Canadian Goods From US Government Purchases
  Yahoo/Bloomberg
• 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/Reuters
• Japan Banks See Risk of Rising Bond Yields Leading to Losses
  Yahoo/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
  Bloomberg
• 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
  NYT
• 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
  WSJ
• 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
  FT

Wednesday, September 16, 2026

Evening

• Wall St ends lower after Fed hikes interest rates, sees more tightening ahead
  Yahoo Reuters
• Federal Reserve hikes key rate for 1st time in 3 years, defying Trump demands for a cut
  AP
• Fed hikes rates in search of 'timelier' drop in inflation, sees more tightening ahead
  Reuters
• 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
  CNBC
• JPMorgan CEO Jamie Dimon says small businesses are experiencing a 'mini boom'
  Yahoo Finance
• 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
  Bloomberg
• Federal Reserve defies Donald Trump with first rate rise since 2023
  FT

Afternoon

• 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
  CNBC
• Oil slips as Saudi Arabia offers more crude via Oman
  Yahoo/Reuters
• Houthi blitz leaves Saudi Arabia exposed, Iran emboldened
  Reuters
• Hyperscaler debt signals warning sign, Apollo cautions
  CNBC
• Scoop: U.S. open to discuss AI "shared risks" with China, Bessent says
  Axios
• EU's von der Leyen wants Canada to become bloc's first associate member
  Reuters
• Live Update: Fed Hikes Rates by Quarter Point in Unanimous Decision
  Bloomberg
• Key Takeaways From Fed Decision to Raise Interest Rates
  Bloomberg
• Trump’s Latest Threats Loom Over Fed Rate Decision
  NYT
• Fed Raises Rates for First Time in Three Years
  WSJ

General

• Stocks edge higher ahead of pivotal Fed rate decision: Live updates
  CNBC
• Oil slips as Saudi Arabia offers more crude via Oman; diesel near record high
  Reuters
• The Federal Reserve is expected to hike rates for the first time in three years: Live updates
  CNBC
• Warsh's words may matter more than the anticipated Fed rate hike
  Yahoo/Reuters
• Retail sales rise a better-than-expected 1.2% in August after shoppers pulled back spending in July
  AP
• Saudis pound Yemen, Houthis fire at Saudi, as Middle East war spreads
  Reuters
• Saudi Arabia calls attempted attack on Mecca a ‘red line’ as Iran-backed Houthis deny they did it
  AP
• Why Yemen’s Houthis have only grown stronger through years of war
  AP
• US import prices jump in August on strength in capital, consumer goods
  Yahoo/Reuters
• Consumers hit by one-two punch of oil and rates from Iran war. The estimated bill is $1,700 per household
  CNBC
• Mortgage demand from homebuyers drops 19% from a year ago, as interest rates surge abruptly higher
  CNBC
• Record Diesel Prices Hit at Worst Time in Key Battleground States
  Yahoo/Bloomberg
• AI Debt Boom Heads From Wall Street to Europe Despite Tech Angst
  Yahoo/Reuters
• EU Proposes Canada Become the Bloc’s First ‘Associate Member’
  Yahoo/Bloomberg
• BOJ set to raise interest rates to 31-year high as inflation risks loom
  Yahoo/Reuters
• Japan records a trade deficit for 4th month as oil imports soar
  AP
• China's slower loan growth is the new normal, central bank governor says
  Yahoo/Reuters
• Fed Seen Hiking Rates in Defiance of Trump: Decision-Day Guide
  Bloomberg
• What’s Inside the Bond Market’s ‘Toxic Stew’
  Bloomberg
• Carry Traders Eye Franc and Krona as Yen’s Funding Appeal Ebbs
  Bloomberg
• Mideast Crude Prices Surge as Traders Scour Market for Barrels
  Bloomberg
• PBOC Chief Unfazed by Credit Slump as Era of Surging Loans Ends
  Bloomberg
• Shrinking Chinese Fuel Inventories Raise Chance of Export Curbs
  Bloomberg
• Fed Readies for Momentous Rate Decision
  NYT
• Fed Meeting Is a Big Moment for the Bond Market
  NYT
• Saudi Pipeline Attack Risks ‘Disastrous’ Loss of Millions of Barrels of Oil
  NYT
• The World Economy Is Becoming Wary of the U.S.
  NYT
• Pentagon Inspector General Details U.S. Losses and Challenges in Iran War
  NYT
• American Businesses Have No Idea How to Set Prices Right Now
  WSJ
• Americans Have Spent $100 Billion More on Fuel During the Iran War
  WSJ
• The U.S. Is Burning Through Its Supply of Interceptors to Counter Iran’s Attacks
  WSJ
• How a Chinese Hacking Firm Tapped AI to Supercharge Cyber-Spying
  WSJ
• Can the US and China work together on AI risks?
  FT
• Iran’s hidden leader stirs unease at home
  FT
• The precarious fusion boom
  FT

Tuesday, September 15, 2026

Evening

• Stock futures are little changed ahead of pivotal Fed rate decision: Live updates
  CNBC
• Global Bond Selloff Deepens as 10-Year Yields Hit Multiyear Highs
  Yahoo/WSJ
• Saudi crown prince seeks Egypt’s backing as Houthi attacks rattle Red Sea oil routes
  AP
• Iran war has cost on average $246 million per day in its first five months, CBO finds
  CNBC
• US Senate fails to advance sweeping cryptocurrency bill in blow for industry
  Reuters
• Iran Blockade Costs Are Draining America’s Global Military Power
  Bloomberg
• It Costs a Record $44.8 Million to Ship US Crude Oil to Asia
  Bloomberg
• Bitcoin Drops the Most Since June After US Senate Blocks Bill
  Bloomberg
• Iran War’s Price Tag, Pegged at $38 Billion, Is Growing as Much as $3 Billion a Month
  WSJ

Afternoon

• Wall St wobbles as rising oil and Treasury yields stoke investor unease
  Reuters
• US Treasury chief says rising bond yields due to 'global issues'
  Yahoo/Reuters
• Treasury Secretary Bessent defends Trump economic record in contentious hearing
  CNBC
• Carney heads to Europe for high-stakes speech and deeper EU ties as Canada clashes with Trump
  AP
• MBS and Saudi Arabia Face Crisis With Key Oil Pipeline Shut for Weeks
  Bloomberg
• Bessent Says He’s Supportive of $5,000 Checks for Americans
  Bloomberg
• Carlyle’s Thomas Says AI Financing Echoes Pre-Crisis Mortgages
  Bloomberg
• US Household Income Rose in 2025 to Record High as Poverty Fell
  Bloomberg
• Rising Fuel Prices Set Off Anger and Protests Around the World
  NYT
• Yemen’s Houthi Militants Are Learning to Arm Themselves
  NYT
• Chinese Firms Used Binance to Launder Iranian Oil Money, Prosecutors Say
  NYT
• Iran war has left US with munitions ‘shortfall’, Pentagon watchdog says
  FT

General

• Stocks fall after 10-year Treasury yield touches 19-year high: Live updates
  CNBC
• 10-year Treasury yield rises to highest since 2007 as Fed rate-hike expectations rise
  CNBC
• Stocks slightly lower after selloff, global yields hit fresh highs
  Reuters
• Oil prices edge higher as attacks, pipeline outage deepen Saudi supply concerns
  Reuters
• Global bond yields hit 2008 highs, raising stakes for big borrowers
  Yahoo/Reuters
• Oil and Treasury yields haven’t moved this closely in seven years. That’s bad news for markets
  CNBC
• Houthis strike Saudi targets anew as talks over Strait of Hormuz stall
  Reuters
• Saudi pipeline hit by drones will be out of service for weeks, further restricting oil flow
  AP
• Houthi official says Saudi airstrikes leave 3 dead, and other Mideast developments
  AP
• Scoop: U.S. attacked Iranian boats trying to seize Navy drone
  Axios
• Weapon shortfalls, ‘hundreds’ of buildings and aircraft damaged, $33.4 billion spent: the U.S. government tallies costs of the Iran war
  CNBC
• Federal Reserve is expected to raise its benchmark rate, defying Trump’s demands
  AP
• US Yield Surge Adds to Bessent’s Grow-Our-Way-Out Debt Challenge
  Yahoo/Bloomberg
• BofA Says Risk of Disorderly Bond Move Trims Excess Bullishness
  Yahoo/Bloomberg
• Australia 'on the same page' as Canada as it seeks deeper EU alliance, minister says
  Reuters
• China's factories rev up but slower consumption highlights deepening economic imbalances
  Yahoo/Reuters
• China’s August retail sales miss forecast while investment slump deepens, piling pressure on Beijing
  CNBC
• Russia and Ukraine press on with energy strikes despite Trump
  Reuters
• Half of Russia's top diesel-producing refineries cut back output after drone strikes
  Reuters
• Emerging Currencies Extend Losses as Bond Market Stress Builds
  Bloomberg
• Dudley: The Rationale for Raising Rates Is Crystal Clear
  Bloomberg
• KKR Private High-Grade Debt Deals Surge to $80 Billion This Year
  Bloomberg
• Trump Has Made More Trades Than All of Congress Combined
  Bloomberg
• China Home Price Slump Persists as Focus Turns to Support
  Bloomberg
• Gulf Arab States Explore New Options as U.S. Bases Fail to Deter Iran
  NYT
• Warsh Set for Showdown With Trump as Fed Faces Pressure to Raise Rates
  NYT
• Architects of Japan’s Easy-Money Policies Are Changing Their Minds
  NYT
• Warsh’s Arrival Ended Trump’s War With the Fed. A Rate Hike Would Test the Truce.
  WSJ
• Hedge Funds Are the Wild Card in the Turbulent Bond Market
  WSJ
• The Lightning Offensive That Saw the Houthis Grab a Crucial Oil Corridor
  WSJ
• U.S. Diesel Prices Hit New Record High as Fuel Squeeze Bites
  WSJ
• The Stagnant Housing Market Is About to Face a 7% Mortgage
  WSJ
• Bank of Japan Set to Deliver Fastest Hike of Cycle as Pressure Mounts
  WSJ
• See Why This Year’s El Niño Is Expected to Be the Most Powerful Yet
  WSJ
• Kevin Warsh needs to walk the walk
  FT
• Scott Bessent’s wobbly house
  FT
• US manufacturers hit by fresh burst of supply chain cost inflation
  FT
• AI fears spook Washington as more Republicans call for greater regulation
  FT
• Iran’s allies squeeze Saudi Arabia
  FT
• Foreign investors prefer US stocks to Treasuries as debt worries grow
  FT
• China’s economy shows signs of weakness as investment slumps
  FT

Monday, September 14, 2026

Evening

• Stock futures are little changed as traders eye rising oil prices and rates: Live updates
  CNBC
• Oil Edges Higher With Saudi Flows in Focus After Pipeline Shut
  Yahoo/Bloomberg
• What the closure of Saudi Arabia’s East-West pipeline could mean for oil flows
  AP
• Counting the votes: Warsh faces a tough battle as the Fed girds for expected interest rate hike
  CNBC
• Trump calls AI risks a ‘hoax,’ says there is a ‘SICK conspiracy’ against AI and data centers
  AP
• Trump goes scorched earth on AI warnings, raging about data center opposition and regulation
  CNBC
• Fortress Warns Private Credit Lenders Against ‘FOMO’ in AI Rush
  Bloomberg
• What Is Driving Diesel Prices Up? Energy Chaos Caused by Two Wars.
  NYT
• The Gulf’s AI Nightmare Came Courtesy of an Iranian Drone
  WSJ
• Levy: Warsh’s New Principles for the Fed
  WSJ
• Ten-year Treasury yield hits 5% for first time since 2023
  FT

Afternoon

• S&P 500 falls slightly, trades off worst levels of the session as rate and oil pressures ease a bit: Live updates
  CNBC
• Warsh’s credibility is on the line this week as Trump policies put pressure on Fed to hike
  CNBC
• How Warsh can avoid a repeat of July's communications mess
  Axios
• Trump says Iran wants deal as Gulf talks delayed, Houthis strike Saudi Arabia
  Reuters
• Treasury yields are rising - why does it matter?
  Reuters
• Trump Rejects Calls for AI Guardrails, Blasts Anthropic’s Amodei
  Yahoo/Bloomberg
• Trump says a strong, smart president is the only "guardrail" AI needs
  Axios
• Trump calls $5,000 payouts 'easy' to fit into federal budget
  Reuters
• US Private Credit Default Rate Hits a Record of 6.3%, Fitch Says
  Bloomberg
• Oil Tankers Earn $1 Million a Day as War Leaves Ship Shortage
  Bloomberg
• Bond Market Rebukes Bessent by Sending Borrowing Costs Ever Higher
  NYT
• What Is Saudi Arabia’s East-West Pipeline and Why Is It Rocking Oil Markets?
  WSJ
• China Also Thinks AI Could Kill Us. But First, It Wants to Match the U.S.
  WSJ
• How much should lenders charge hyperscalers?
  FT

General

• 10-year Treasury yield hits 5% for first time since 2023 as traders brace for Fed decision this week
  CNBC
• Stocks fall as investors weigh calls for AI slowdown, oil gains: Live updates
  CNBC
• Global AI stocks fall as industry chiefs call for slowing development
  Reuters
• Oil prices jump more than 2% after new strikes on Saudi, Strait of Hormuz
  Yahoo/Reuters
• Microsoft sets limits for future AI models as industry throttles frontier development
  CNBC
• Houthis seize 2 strategic Red Sea islands, and other Mideast developments
  AP
• Diplomacy stumbles with postponement of meeting on Strait of Hormuz proposal
  Reuters
• Oman postpones regional talks on Strait of Hormuz, and other Mideast developments
  AP
• Saudi oil pipeline hit in strikes will be mostly out of service for several weeks for repair
  AP
• Fed's table is set for a rate hike, a first under Warsh
  Reuters
• Analysis-Biggest risk for sinking bond market is Fed standing pat
  Yahoo/Reuters
• Altman Says AI’s Rapid Progress Could Go ‘Very Badly’
  Yahoo/WSJ
• China Rejects AI ‘Fearmongering’ After Amodei Urges Slowdown
  Yahoo/Bloomberg
• China August bank lending disappoints as credit demand stays weak
  Yahoo/Reuters
• India inflation rises to 4.82% in August, strengthening case for rate hike
  Yahoo/Reuters
• Europe hesitates as Russian attacks escalate
  Politico
• BIS Frets About Leverage After Situational Awareness Emergency
  Bloomberg
• Easing the Diesel Crunch Is Harder Than Keeping Planes in the Air
  Bloomberg
• Junk Firms Are Refinancing Debt Early on Fear Costs Will Rise
  Bloomberg
• We’re in a $3 Trillion Insurance Hole and Just Keep Digging
  Bloomberg
• US AI Boom Needs $110 Billion of New Power Plants, Moody’s Says
  Bloomberg
• Wall Street’s Data Center Boom Is Reshaping the Real Estate Bond Market
  Bloomberg
• China Spy Chief Warns of AI Risks as Anthropic CEO Urges Brakes
  Bloomberg
• Tech Stocks Shudder in Response to Calls to Slow A.I. Progress
  NYT
• Saudi Arabia Faces ‘Worst-Case Scenario’ After Being Rebuffed by Trump
  NYT
• Widening Mideast Instability Squeezes Global Oil Supplies
  WSJ
• How the Clash Between Money and Safety Created a Monumental Crisis for AI
  WSJ
• Mark Walter’s Financial Empire Was Fueled by Retirement Savers
  WSJ
• Malls Lead Commercial Real Estate as Property Values Jump 13%
  WSJ
• Russia Is Churning Out Smart, Cheap New Weapons Faster Than Ukraine or the U.S.
  WSJ
• Warsh and Trump on collision course as investors expect Fed to raise rates
  FT
• A spreading war threatens Trump and MBS
  FT
• Japan’s central bank set for pivotal moment on rates
  FT
• ‘Offensively cheap’: solar power is looking up
  FT

Sunday, September 13, 2026

Evening

• Stock futures drop as investors weigh AI safety concerns, oil gains: Live updates
  CNBC
• Oil prices rise after Saudi Arabia shut down critical pipeline that bypasses Strait of Hormuz
  CNBC
• New attacks in Hormuz and Saudi test nerves as war's spread worsens oil disruption
  Reuters
• Fighting in Yemen intensifies, and Houthis launch more attacks on Saudi Arabia
  AP
• Houthis' Yemen advance leaves Gulf states with uncomfortable choice
  Reuters
• Ahead of Fed meeting, Trump says US should have world's lowest interest rate
  Reuters
• Washington scrambles to meet calls for AI guardrails while the window to act closes
  CNBC
• The tab is coming due for America's borrowing binge
  Axios
• Fed’s Warsh on Collision Course With Trump as Rate Hike Looms
  Bloomberg
• A 5% Treasury Yield Is Raising New Risks for Markets, Economy
  Bloomberg
• Hormuz Meeting With Iran and Gulf Nations Delayed, Oman Says
  Bloomberg

General

• Investors brace for possible rate hike at uncertain Fed meeting
  Yahoo/Reuters
• Saudi pipeline outage threatens loss of 4% of global oil supply
  Yahoo/Reuters
• New attacks in Hormuz and Saudi test nerves as war's spread worsens oil disruption
  Reuters
• Iraq says Saudi pipeline attack originated from its territory, and other Mideast news
  AP
• Strike on Iranian cargo ship in the Strait of Hormuz kills 1, Iranian media say
  AP
• Iran-backed Houthis in Yemen claim new attacks on Saudi Arabia
  AP
• OpenAI delaying IPO amid AI safety concerns, Sam Altman says
  Axios
• Carney pushes idea of making Canada 'associate member' of EU, WSJ reports
  Reuters
• Canadian boycott of US products pushes grocers to adapt, explore new supply sources
  Reuters
• At BRICS, India’s Modi warns geopolitical tensions and supply chain shocks threaten global stability
  AP
• Xi Pitches His AI Vision at BRICS Summit as China Duels With US
  Yahoo/Reuters
• All Eyes on Warsh as Rate-Hike Fever Spreads Across G7 Central Banks
  Bloomberg
• Trump Pushes Fed to Lower Rates Despite Pressure to Raise Them
  Bloomberg
• Wall Street Says Stay With Stocks Despite Late ‘90s Dot-Com Vibe
  Bloomberg
• ECB’s Lagarde Says Current Inflation Shock Will Be Longer Lasting
  Bloomberg
• Bank of France Issues Statement on Debt Amid ‘False’ Information
  Bloomberg
• Ukraine Strikes Russian Refineries as Odesa Ports Targeted
  Bloomberg
• Iran Finds Escalation Is Fruitful Path to Leverage in War With U.S.
  NYT
• How Iran’s Hard-Liners Prevailed and Sabotaged U.S. Peace Deal
  NYT
• Saudi Arabia’s Oil ‘Lifeline’ Was Attacked. Here’s What to Know.
  NYT
• Top A.I. Leaders Call for Slowing Down A.I. Development
  NYT
• Inside the Snowballing Conversations at A.I. Companies About a Doomsday
  NYT
• Bessent Says the U.S. Can Grow Its Way Out of the Debt Crunch. What Would It Take?
  WSJ
• Why the AI race has its creators fearing human extinction
  FT
• Iraq’s militias grow bolder in Iran war
  FT
• ‘Trumpism’ spawns rare unity at Brics summit
  FT
• Brics push for Gulf peace as war worries mount
  FT
• Russia hits evacuated Kyiv-Warsaw train on line used by foreign leaders
  FT

Saturday, September 12, 2026

General

• Energy Markets Signal Winter Crisis and Rising Interest Rates
  Yahoo/Bloomberg
• Houthi advance in Yemen puts U.S. in a new bind
  Reuters
• Saudi Arabia has few options as it faces mounting threats from Iran and its allies
  AP
• Saudis shut down oil pipeline as Houthis tighten grip on Red Sea shipping
  Reuters
• Iraq Under Pressure After Drone Strikes Close Key Saudi Pipeline
  Yahoo/Bloomberg
• Record diesel prices squeeze food, transport
  Axios
• War In the Middle East is Making Clothes More Expensive
  Yahoo/Bloomberg
• The world reconsiders America
  Axios
• BRICS adopts joint declaration, urges 'maximum restraint' in Mideast
  Reuters
• California Gas Station With $9.99 Diesel Exemplifies Fuel Crisis
  Bloomberg
• Charting the Global Economy: Oil Surge Fans Global Inflation
  Bloomberg
• Gulf Tankers Are Running Out of Ways to Export Oil: ‘These Waters Aren’t Safe’
  NYT
• The Social Security COLA for 2027 Is Estimated at 3.6%
  NYT
• How Energy Is Driving Inflation—and How It’s Not
  WSJ
• U.S. Links Chinese Satellite Imagery to Iranian Strike That Killed Three Troops
  WSJ
• Cyberattack by Rogue AI Swarm Stokes Fears of Out-of-Control Agents
  WSJ
• America’s Great AI Freakout Has Begun
  WSJ
• Saudi Arabia shuts East-West pipeline that bypasses Hormuz after attacks
  FT
• Canada seeks $1tn from investors looking for a haven from Donald Trump
  FT
• JPMorgan cut off Situational Awareness lending after AI losses
  FT