Daily News Links

8489 posts

Friday, April 17, 2026

General

• Dow rallies 700 after Iran declares Strait of Hormuz open amid Lebanon ceasefire: Live updates
  CNBC
• Oil prices tumble more than 9% as Iran declares Strait of Hormuz open
  CNBC
• Dollar set for second weekly loss on Iran war peace hopes
  Reuters
• Live updates: President Trump and Iran’s foreign minister say the Strait of Hormuz is now fully open
  AP
• Scoop: U.S. considers $20 billion cash-for-uranium deal with Iran
  Axios
• US military will target Iran-linked ships worldwide, broadening scope beyond blockade
  AP
• Hungarian ‘Regime Change’ Is Both Dangerous and Necessary
  AP
• Exclusive: US to delay weapons deliveries to some European countries due to Iran war, sources say
  Reuters
• Trump turns totally toxic for Europe’s far right
  Politico
• China Says Japan Stirs ‘Trouble’ with Vessel in Taiwan Strait
  Bloomberg
• The Push for Israel-Lebanon Peace Risks a New Confrontation With Hezbollah
  WSJ
• As World Looks at Iran, North Korea Accelerates Its Nuclear-Weapons Program
  WSJ
• Latest AI models could threaten world banking system, financial officials warn
  FT
• Wall Street banks trade derivatives to bet on pain in private credit
  FT
• US’s status as lowest-cost dollar borrower challenged as investors shun Trump risk
  FT
• Tett: Welcome to the age of hoarding
  FT
• Are global trade imbalances just ‘one really big surplus’?
  FT

Evening

• Stock futures are little changed after Israel and Lebanon agree to a 10-day ceasefire: Live updates
  CNBC
• Oil falls on prospects for talks to end Iran war and revive supply
  Yahoo/Bloomberg
• Trump Says Deal With Iran ‘Looking Very Good’ Amid Ceasefire
  Yahoo/Bloomberg
• Live updates: 10-day ceasefire agreed on by Israel and Lebanon has gone into effect
  AP
• First Brands Left With Lawsuits as Major Asset After Bankruptcy
  Bloomberg
• Trump Bets Economic Pain Will Finally Force Iran to Reopen Strait
  WSJ
• How a 233-Year-Old Wall Street Institution Went All In on Crypto
  WSJ
• US oil bosses warn Donald Trump to block Iran’s Strait of Hormuz toll
  FT

Thursday, April 16, 2026

Afternoon

• S&P 500 and Nasdaq rise, hit fresh record highs: Live updates
  CNBC
• Oil Rises With Hormuz Still Shut as US, Iran Mull Longer Truce
  Yahoo/Bloomberg
• US, Iran Weigh Longer Truce as Trump Hails Lebanon Ceasefire
  Yahoo/Bloomberg
• Live updates: Israel and Lebanon agree to a 10-day ceasefire, Trump says
  AP
• U.S. Navy blockade of Iran enters fourth day. Here’s the latest tanker traffic in Strait of Hormuz
  CNBC
• More Sanctioned Ships Slip Into Gulf as US Warns on Seizures
  Yahoo/Bloomberg
• A $285 Million Crypto Hack and Falling Rates Rock DeFi World
  Yahoo/Bloomberg
• US-Iran Deal Will Take Months, Gulf and Europe Officials Say
  Bloomberg
• Oil Producers, Shipowners in Standoff Over Who Takes Hormuz Risk
  Bloomberg
• Private Credit Funds Face More Pressure as Banks Swap Collateral
  Bloomberg
• Retail Traders Look Past War Angst and Race Back Into Stocks
  Bloomberg
• Henry Paulson Says US Should Prepare for a ‘Vicious’ Bond Crash
  Bloomberg
• Safest Auto Loan Bonds Weaken as Borrower Delinquencies Rise
  Bloomberg
• Democrats Make Final Push to Delay Confirmation Hearing of Trump’s Fed Pick
  NYT

General

• Stock futures inch higher following a record-setting day for S&P 500 and Nasdaq: Live updates
  CNBC
• Oil Rises With Hormuz Still Blocked as Longer Truce Under Review
  Yahoo/Bloomberg
• Live updates: Pakistan delegation to meet with Iranian officials, hoping for more US-Iran talks
  AP
• Iran-US talks turn to interim deal amid rifts over nuclear work, Iranian sources say
  Reuters
• US aircraft carrier breaks record for longest deployment since the Vietnam War
  AP
• Iran war's ripple effects hit key U.S. trading partners
  Axios
• Europe could run out of jet fuel in 6 weeks, IEA chief tells AP
  CNBC
• UK Prepares for Food Shortages Caused by Iran War CO2 Crunch
  Yahoo/Bloomberg
• US jobless claims fall last week as layoffs remain low despite global economic uncertainty
  AP
• Wall Street bank earnings in five charts as volatile markets take center stage
  Reuters
• Private credit risk? This is fine
  Axios
• Relaxation of US day-trading rules opens door to YOLO trading, higher risk
  Reuters
• Spring homebuying season is here, but it’s not bringing much price relief for buyers
  CNBC
• ChatGPT maker OpenAI shifts its focus to business users amid Anthropic pressure
  AP
• How surging bond yields add to Europe's fiscal headaches
  Reuters
• Aluminium in crisis: war, tariffs and a market running on empty
  Reuters
• China’s Economy Revs Up Despite War as Growth Tops Forecasts
  Yahoo/Bloomberg
• China economic growth accelerates to 5% in first quarter — but Iran war clouds outlook
  CNBC
• Renewable energy gets an Iran war boost
  Axios
• Fed’s Williams Signals Steady Rates in Face of War’s Risks
  Bloomberg
• A Botched Fed Transition Is a Stain on Independence
  Bloomberg
• Private Credit's Biggest User Is in an Even Worse Place
  Bloomberg
• How Much Finance Is Too Much for the US Economy?
  Bloomberg
• Macro Hedge Funds Hammered in China as Bridgewater Loses 5.6%
  Bloomberg
• China Home Price Decline Eases in Boost for Recovery Hopes
  Bloomberg
• Why North Korea’s Nuclear Arsenal Is a Growing Worry
  Bloomberg
• Pirro, Warsh, Trump and the Fed Drama That Just Won’t Stop
  WSJ
• The Decades-Old Legal Question at the Heart of the Fed Chair Showdown
  WSJ
• Wall Street Is Spending Its Big Windfall on Wall Street
  WSJ
• Donald Trump threatens to fire Fed chair Jay Powell — again
  FT
• Can Donald Trump unseat Jay Powell as Federal Reserve chair?
  FT
• How the Strait of Hormuz will change Iran’s regime
  FT
• Gulf states turn to private deals in $10bn wartime borrowing spree
  FT
• Who’s managing all the sovereign wealth?
  FT

Wednesday, April 15, 2026

Evening

• Stock futures are little changed following a record-setting day for S&P 500 and Nasdaq: Live updates
  CNBC
• Oil Holds Steady Amid Prospect of Peace Talks With Hormuz Shut
  Yahoo/Bloomberg
• Live updates: US ready to hit Iran with ‘financial equivalent’ to bombings, treasury secretary says
  AP
• US, Iran Weigh Truce Extension With Hormuz Still Shuttered
  Yahoo/Bloomberg
• From dropping bombs to pressuring banks: US pivots to economic warfare on Iran
  AP
• Fed's Beige Book: Iran war has businesses on edge
  Yahoo Finance
• Iran war damaged as much as $58 billion of energy infrastructure, Rystad estimates
  CNBC
• Trump’s $1.5 Trillion Pentagon Budget Raises Some GOP Eyebrows
  Yahoo/Bloomberg
• Cattle prices soar to record highs as grilling season heats up
  CNBC
• Nature puts heat on blast as scorching temperatures take aim at eastern US
  AP
• Trump Aims to Force a Quick Iran Deal With a Slow Squeeze
  WSJ
• Trump and His Federal Reserve Vendetta
  WSJ
• Goldman president warns private credit funds are not marketed properly
  FT
• Goldman traders wrongfooted as Iran war upended interest rate expectations
  Ft

Afternoon

• S&P 500 rises to new record as investors move past Iran conflict concerns: Live updates
  CNBC
• U.S. and Iran inch toward framework deal to end war, U.S. officials say
  Axios
• Pakistani delegation arrives in Tehran in move to ease tensions and arrange more US-Iran talks
  AP
• US home builder sentiment drops to seven-month low in April, NAHB survey says
  Yahoo/Bloomberg
• Tax Refunds Are Up, But Many Americans Aren’t Feeling It
  Yahoo/Bloomberg
• It's been a weird 24 hours for the Fed
  Axios
• Struggling shoe retailer Allbirds makes bizarre pivot to AI, adds $127 million in value
  CNBC
• Russia ramps up ‘destructive’ cyberattacks on Europe, says Sweden
  Politico
• Magyar’s first target: Hungary’s state-controlled media
  Politico
• US Won’t Renew Iranian, Russian Oil Waivers, Bessent Says
  Bloomberg
• US Probes Suspicious Oil Trades Made Before Trump Pivots
  Bloomberg
• Qatar Warns of ‘Huge’ Economic Fallout From War in Coming Months
  Bloomberg
• Iran-Linked Ships Slow or Stop as U.S. Blockade Is ‘Fully Implemented’
  NYT
• Debt Alarms Ring as Countries Rack Up More Emergency Spending
  NYT
• Wall Street Is Searching for Cockroaches in Private Credit. Here’s What Has Happened So Far.
  WSJ
• Rate setters face ‘double danger’ from Iran war and tariffs, Federal Reserve official warns
  FT
• Trump threatens to fire Jay Powell and refuses to halt criminal probe
  FT
• US crude exports hit record as Iran war disrupts Middle East supplies
  FT
• Iran is America’s Suez crisis — and just as ridiculous
  FT

General

• S&P 500 ticks higher as benchmark approaches all-time high: Live updates
  CNBC
• Oil Steadies After Slumping on Moves to Restart US-Iran Talks
  Yahoo/Bloomberg
• Live updates: Trump claims China has agreed not to provide weapons to Iran
  AP
• US, Iran Seek Further Talks as Hormuz Standoff Intensifies
  Yahoo/Bloomberg
• Diplomats try to arrange a second round of US-Iran talks during first full day of American blockade
  AP
• Trump Risks Showdown With Xi Before Summit Over Hormuz Blockade
  Yahoo/Bloomberg
• Trump Isolation Deepens on World Stage as Allies Rebuff, Condemn
  Yahoo/Bloomberg
• Iran used Chinese spy satellite to target US bases, FT reports
  Reuters
• Hedge Fund Leverage Powered by a Few Key Banks Sparks Concerns
  Bloomberg
• Gas Spending Jumped 16% for BofA Customers Amid the War in Iran
  Bloomberg
• Trump Threatens to Fire Powell If He Doesn’t Exit Fed
  Bloomberg
• US Prosecutors Made Unannounced Visit to Federal Reserve in DC
  Bloomberg
• AI-Exposed Lenders Show Early Credit Warning Signs, Moody’s Says
  Bloomberg
• Silver Market Poised for Sixth Straight Annual Deficit This Year
  Bloomberg
• China’s Xi Meets Russia’s Foreign Minister Lavrov in Beijing
  Bloomberg
• Risky Bond Sales Sweep Europe at Fastest Pace Since War Shock
  Bloomberg
• BOK Governor Nominee Warns of Inflation, Flags Excess Won Moves
  Bloomberg
• South Korea Import Prices Post Biggest Jump Since 1998 on Iran War
  Bloomberg
• Traders Boost Taiwan Stock Leverage to Highest in 25 Years
  Bloomberg
• Trump Threatens to Fire Powell if He Does Not Resign From Fed
  NYT
• Prosecutors Make Surprise Visit to Fed as Pirro Defends Investigation
  NYT
• IMF Sees Global Government Debt Matching Annual Output in 2029, a Year Earlier Than Expected
  WSJ
• Around 14% of Enrollees in ACA Plans Failed to Make Payments, Data Shows
  WSJ
• Iran Ports Are Quiet As Strait Blockade Holds Up
  WSJ
• Iran’s Regime has Changed—for the Worse
  WSJ
• The Bezos Vs. Musk Space Race Is Heating Up
  WSJ
• New York Governor Proposing Tax on Second Homes Worth $5 Million or More
  WSJ
• Banks’ soaring exposure to trading firms creating ‘inherent fragility’, warns S&P
  FT
• ‘Bifs’ replace ‘Piigs’ as Europe’s bond market whipping boys
  FT
• Iran faces halt to oil production within weeks if US blockade succeeds
  FT
• Iran used Chinese spy satellite to target US bases
  FT
• Silver market seen as ripe for another price squeeze
  FT

Evening

• Stock futures are little changed as S&P 500 approaches its all-time high: Live updates
  CNBC
• Gold Rises as Traders Weigh Renewed Push for US-Iran Talks
  Yahoo/Bloomberg
• US, Iran Seek More Ceasefire Talks as Blockade Stops Ships
  Yahoo/Bloomberg
• Treasury chief says US growth may exceed 3% or 3.5% this year despite Iran war
  Yahoo/Reuters
• Who's in charge at the Fed after May 15th? A new fight may be brewing
  MSN/WP
• Trump Is Facing an Increasingly Defiant World
  Politico
• Trump turns against ‘unacceptable’ Meloni
  Politico
• Bessent Says Trump’s Tariff Rates Could Be Restored by July
  Bloomberg
• Hormuz Closure Sets Clock Ticking for Asia’s Rice Farmers
  Bloomberg
• Bessent Questions the Cause of Climate Change and Its Economic Toll
  NYT
• Xi Offers Veiled Critique of U.S. in Rare Comments on War in Iran
  NYT
• Europe Works on Postwar Hormuz Shipping Plan—Sans U.S.
  WSJ
• Europe Is Accelerating a NATO Fallback Plan in Case Trump Pulls Out
  WSJ
• Fed Nominee Kevin Warsh Details More Than $100 Million in Financial Holdings
  WSJ
• Strait of Hormuz tankers stop or turn around amid US blockade
  FT
• BlackRock profits jump as it draws in $130bn
  FT
• Kevin Warsh is very rich, or possibly very, very rich
  FT

Tuesday, April 14, 2026

Afternoon

• S&P 500 marches higher one day after benchmark wipes out Iran war losses: Live updates
  CNBC
• Oil Drops as US and Iran Weigh More Talks With Blockade in Place
  Yahoo/Bloomberg
• Live updates: Trump hints at new Iran talks as Hormuz standoff intensifies
  AP
• Bessent says confident that core inflation is going down, Fed will need to cut rates
  Yahoo/Reuters
• Fed's Goolsbee says rate cuts may need to wait until 2027
  Yahoo/Reuters
• US, Iran Seek More Ceasefire Talks as Blockade Stops Ships
  Bloomberg
• Wall Street banks break records as Iran war drives trading boom
  FT

General

• S&P 500 continues higher a day after benchmark wipes out Iran war losses: Live updates
  CNBC
• Oil falls as Vance comments raise hopes for a diplomatic resolution to Mideast conflict
  CNBC
• Bond investors target steeper US yield curve on bets for slower growth, more debt issuance
  Reuters
• US wholesale prices surged 4% last month as the Iran war sent energy prices soaring
  AP
• US small business sentiment falls to 11-month low in March
  Yahoo/Reuters
• Live updates: Standoff between US and Iran deepens as Pakistan pushes for new round of talks
  AP
• China calls U.S. blockade of the Strait of Hormuz ‘dangerous and irresponsible’
  CNBC
• US-Sanctioned Tanker Tests Trump Blockade With Hormuz Exit
  Yahoo/Bloomberg
• Global Oil Demand Heads for Contraction As Iran War Chokes Flows, IEA Says
  Yahoo/WSJ
• Warning Sign for Stocks Seen in Surging Inflation Expectations
  Yahoo/Bloomberg
• Investors Brace for Economic Growth Shock, BofA Survey Shows
  Yahoo/Bloomberg
• NY Fed says paper loss on bond holdings shrank last year
  Reuters
• Bessent says Fed should 'wait and see' before lowering rates, Semafor reports
  Reuters
• Fed nominee Warsh filings detail vast wealth, far exceeding past chairs
  CNBC
• OpenAI's $852 billion valuation faces investor scrutiny amid strategy shift, FT reports
  Reuters
• Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom
  Yahoo/WSJ
• Share of 7-year car loans grows as buyers ‘work harder to make the numbers fit,’ expert says
  CNBC
• China’s exports grew 2.5% in March in a sharp slowdown as Iran war raises uncertainty
  AP
• Worst since WWII: Kallas decries breakdown of international law in Middle East and Ukraine
  Politico
• An Inflation Time Bomb Is Hiding in Home Insurance
  Bloomberg
• UK Pays Highest Yield for 10-Year Gilt Sale Since 2008
  Bloomberg
• The Hormuz Blockade Is as Much About China as Iran
  Bloomberg
• Iran Oil Hoard at Sea Shields China’s Refiners From US Blockade
  Bloomberg
• Japan’s Takaichi Cautions Akazawa Not to Comment Further on BOJ
  Bloomberg
• KKR Limits Redemptions From Asset-Based Fund After 7.2% Sought Withdrawals
  Bloomberg
• TCW Private Credit Fund Slashes Red Lobster Equity Value by 98%
  Bloomberg
• BlackRock’s Asia Private Credit Fund Sees China Borrower Default
  Bloomberg
• Volatility Stymies Asia Carry Even as Returns Rise, ANZ Says
  Bloomberg
• M&A Boom in Japan Is Fueling Record Corporate Bond Sales
  Bloomberg
• Trump Seen as a Risk by Europe’s Far Right After Orban Loss
  Bloomberg
• U.S. Is Negotiating an Iran Deal That Would Buy Time, Again
  NYT
• Middle East War Will Slow Global Economic Growth, I.M.F. Warns
  NYT
• JPMorgan Says U.S. Consumer Remains Healthy, but Dimon Warns About Risks
  WSJ
• The U.S. Warships Poised to Enforce Trump’s Blockade
  WSJ
• Saudi Arabia Is Pressing U.S. to Drop Its Hormuz Blockade
  WSJ
• Xi Jinping says world in ‘disarray’ as Spain pushes China to help end Iran war
  FT
• The priciest barrels of oil in history?
  FT
• Corporate America set to deliver bumper earnings despite Iran war
  FT
• China’s exports slow as Middle East turmoil weighs on trade
  FT
• China shock 2.0: the flood of high-tech goods that will change the world
  FT

Monday, April 13, 2026

Evening

• S&P 500 futures are little changed after index erases Iran war losses: Live updates
  CNBC
• Oil Drops as US and Iran Weigh Meeting to Revive Ceasefire Talks
  Yahoo/Bloomberg
• Trump Begins Hormuz Blockade Even as US, Iran Eye More Talks
  Yahoo/Bloomberg
• The Iran war is compounding California’s energy crunch
  CNBC
• Fed nominee Warsh clears a hurdle to Senate hearing
  CNBC
• Banks deepen links with private credit amid crisis fears
  Yahoo/Telegraph
• Soaring power bills threaten to swing US elections.
  Bloomberg
• One-Off Hits Threaten Confidence in Private Credit, Bailey Warns
  Bloomberg
• US Hospitals Are Emerging From Bankruptcy Only to Falter Again
  Bloomberg
• Strait of Hormuz Blockade Is Under Way
  WSJ
• How Trump’s Iran War Reversals Have Whipsawed Markets
  WSJ
• Oil supply crunch intensifies as last Hormuz tankers reach refineries
  FT
• Wall Street watchdog says private credit is ‘not a systemic risk’
  FT

Afternoon

• S&P 500 jumps, making up earlier losses, as investors bet Trump will get an Iran peace deal: Live updates
  CNBC
• Live updates: Trump vows to ‘kill’ Iranian warships that get near US blockade of ports
  AP
• Three Tankers Clear Hormuz as Other Ships Abandon Passage
  Yahoo/Bloomberg
• US says it will intercept, divert or capture ships leaving Iran
  Yahoo/Bloomberg
• NATO allies refuse to join Trump's Iranian port blockade
  Reuters
• U.S. asked Iran to freeze uranium enrichment for 20 years, sources say
  Axios
• US home sales fall in March, marking a slow start to the spring homebuying season
  AP
• Americans hate the 2026 economy
  Axios
• Meloni slams ‘unacceptable’ Trump comments on Pope Leo
  Politico
• Russian hardliners mourn Orban's electoral loss, Kremlin reaches out to his successor
  Reuters
• Why Private Credit Is Facing a Sudden Investor Exodus
  Bloomberg
• China’s Wang Yi Urges Talks to Sustain Fragile Iran-US Ceasefire
  Bloomberg
• Sanger: Iran Blockade Sets Up a Test of Which Side Can Endure More Pain
  NYT
• Shipping Companies Remain Reluctant to Sail Through Strait of Hormuz
  NYT
• Iran War’s Economic Shock Wave Is Expected to Get Even Bigger
  WSJ
• What to Know About the Blockade and How It Could Work
  WSJ
• Judge Dismisses Trump’s Defamation Lawsuit Against WSJ Publisher
  WSJ

General

• Dow falls more than 300 points as oil prices jump with the U.S. set to block the Strait of Hormuz: Live updates
  CNBC
• Oil Rallies as US Vow to Blockade Iran Heightens Supply Risks
  Yahoo/Bloomberg
• Live updates: Pope renews calls for peace as US-Vatican feud erupts over Iran war
  AP
• [AP Iran threatens ports in Mideast as US military set to impose shipping blockade
• Iran Sends Gulf Port Warning After US Threat to Block Hormuz
  Yahoo/Bloomberg
• Three Tankers Attempt Hormuz Transit After US Flags Blockade
  Yahoo/Bloomberg
• What We Know About Trump’s Plan to Blockade Hormuz: Explainer
  Yahoo/Bloomberg
• The logic behind the U.S. blockade
  Axios
• US blockade of Iran will be major military endeavor, experts say
  Reuters
• "The door is not closed": Mediators rush to revive U.S.-Iran talks
  Axios
• Trump says gas prices may remain high through November midterm election
  Reuters
• Goldman Sachs Reports Record Quarter in Banking and Trading
  Yahoo/WSJ
• EU Aims to Unblock €90 Billion Ukraine Loan After Orban Loss
  Yahoo/Bloomberg
• Iran war’s global energy crisis sharpens China’s advantage in clean tech
  AP
• Global Bonds Slide as Failure of Talks Adds to Inflation Fears
  Bloomberg
• China Urges Restraint as Trump Threatens to Blockade Hormuz
  Bloomberg
• Trump’s Hormuz Blockade Risks Piling on Pain Across Asia
  Bloomberg
• Trump’s Blockade of Iran Ports Risks Expanding War to High Seas
  Bloomberg
• Hungary’s Magyar Calls for Swift Transition of Power After Vote
  Bloomberg
• China Credit Slowdown Worse Than Forecast as Loan Demand Weakens
  Bloomberg
• China Starts Bankruptcy Liquidation of Shadow Bank Zhongzhi
  Bloomberg
• Why India’s Weak Rupee Is About More Than Just the Iran War
  Bloomberg
• Taiwan Plans Drills to Break Potential Chinese Energy Blockade
  Bloomberg
• China’s Electrostate Is Poised to Win From War in the Middle East
  NYT
• White House Fields Warnings About Iran War’s Economic Hit
  WSJ
• AI Is Using So Much Energy That Computing Firepower Is Running Out
  WSJ
• Aluminum Prices Rise to Four-Year High on Hormuz Blockade Fears, Failed Iran Talks
  WSJ
• Surcharges Are Suddenly Everywhere—And Grumpy Americans Are Paying Up
  WSJ
• Goldman bond traders take shine off bumper quarter
  FT
• Why time is on Iran’s side
  FT
• We are stuck in a currency doom loop
  FT

Sunday, April 12, 2026

Evening

• Oil prices surge above $100 as U.S. Navy to blockade Iran’s ports after peace talks fail
  CNBC
• Dow futures drop 500 points after Trump announces Strait of Hormuz blockade as talks fail: Live updates
  CNBC
• Wary investors eye another escalation in Iran war
  Yahoo/Bloomberg
• Bond traders snap back to inflation as higher-for-longer sets in
  Yahoo/Bloomberg
• US to blockade ships entering and leaving Iranian ports Monday
  Yahoo/Bloomberg
• Trump says US to sever key Iran lifeline with blockade of Hormuz Strait
  Yahoo/Bloomberg
• US military says it will blockade Iranian ports after ceasefire talks ended without agreement
  AP
• UK won't take part in Trump’s planned blockade of Hormuz Strait
  Yahoo/Bloomberg
• Trump pitches Iran blockade as boon to U.S. oil
  Axios
• Orbán’s 16-year rule over Hungary ends in crushing election defeat
  Politico
• Earthquake in Hungary: Orbán defeated after 16 years in power
  Axios
• Hungarian Opposition Poised to Win Supermajority in Election
  Yahoo/Bloomberg
• European Gas Prices Jump as Trump Threatens Hormuz Blockade
  Bloomberg
• Trump Weighs Limited Strikes Against Iran After Peace Talks Collapse
  WSJ
• U.S. Threat to Blockade Hormuz Sets Up Risky New Showdown
  WSJ
• In Economic War, Chokepoints Beat Tariffs
  WSJ
• Hungary’s Orbán concedes defeat as opposition heads for landslide win
  FT
• Trump announces naval blockade of Strait of Hormuz as Iran peace talks fail
  FT

General

• Trump threatens Strait of Hormuz blockade after US-Iran ceasefire talks end without agreement
  AP
• Trump imposes naval blockade on Iran after peace talks collapse
  Axios
• U.S.-Iran talks end with no deal
  Axios
• US and Iran end 21-hour ceasefire talks without agreement before Vance departs Pakistan
  AP
• Live updates: Vance leaves Pakistan after impasse in Iran war negotiations
  AP
• Iranians left disappointed but defiant after failure of peace talks with US
  AP
• A panicked race for barrels grips the global oil market
  Yahoo/Bloomberg
• China, Iran weaponized the global economy to beat the US at its own game
  MSN/WP
• Why inflation is the economic problem of the decade
  Axios
• Record turnout in Hungary’s pivotal vote
  Politico
• Hedge Fund Money Is Reshaping a 180-Year-Old Insurance Model
  Yahoo/Bloomberg
• Years of drought has major energy port of Corpus Christi, Texas, wrestling with water crisis
  AP
• Failure of US-Iran Talks Set to Weigh on Risk Assets Monday
  Bloomberg
• How the US-Iran Talks in Islamabad Ended Without a Deal
  Bloomberg
• The World’s Anti-Recession Guardrails Are Weaker Than Ever
  Bloomberg
• 21 Hours in Pakistan: How Vance Tried and Failed to End a War He Opposed
  NYT
• Mutually Automated Destruction: The Escalating Global A.I. Arms Race
  NYT
• The U.S. Sank One of Iran’s Navies. The Other Still Controls Hormuz.
  WSJ
• Iran’s Nuclear Program Has Survived, Clouding Talks
  WSJ
• Inflation, Growth and Jobs All Look Worse With the War
  WSJ
• White House Fields Warnings About Iran War’s Economic Hit
  WSJ
• Gulf Allies Turn Away From U.S. for Fresh Ammo
  WSJ
• America Has Wanted Greenland for Over a Century. Trump Isn’t Giving Up.
  WSJ
• Wrong-Way Bets on Oil Had a Star Trader Hundreds of Millions in the Hole
  WSJ
• Why Iran and Other Regimes Are So Hard to Break
  WSJ
• Commodity traders lost ‘billions’ in early days of Iran war
  FT
• Wall Street banks set to report $40bn trading haul as Iran war rekindles volatility
  FT
• Iran nuclear stand-off hardens after two decades of failed deals
  FT

Saturday, April 11, 2026

General

• Wall St Week Ahead: US earnings season set to test war-rattled stocks
  Reuters
• Live updates: US and Iranian officials meet with Pakistani mediators in Islamabad
  AP
• U.S. warships cross Strait of Hormuz for first time since Iran war began
  Axios
• Trump says US forces are 'clearing' Strait of Hormuz
  Reuters
• Exclusive: Iranian source says US has agreed to unfreeze Iranian funds, Washington denies it
  Reuters
• Wall Street creates new credit-default swap index to bet against private credit
  Reuters
• From Boston to Denver, US drivers cut back as Iran war pushes fuel costs higher
  Reuters
• Buyers fret as the average cost of a new car nears $50K
  AP
• Global Funds Flee Indian Stocks at Record Pace on Growth Fears
  Yahoo/Bloomberg
• US Intelligence Shows China Set to Supply Iran Arms, CNN Reports
  Bloomberg
• U.S. Intelligence Shows China Taking a More Active Role in Iran War
  NYT
• The Ships Sailing Through Iran’s Controlled ‘Toll Booth’
  WSJ
• The Crazy Math Confronting Everyday Investors in Private Markets
  WSJ
• The Era of Free Seas Is Unraveling—and Now Everyone’s Going to Pay
  WSJ