Daily News Links

8693 posts

Friday, July 17, 2026

General

• Stocks tumble, head for losing week, led by chipmakers; Netflix plunges: Live updates
  CNBC
• Slumping AI stocks drag Wall Street lower, oil prices jump as US launches more airstrikes on Iran
  AP
• Global stocks drop on growing semiconductor rout; oil set for weekly gain
  Reuters
• Oil prices rise after Kuwait says Iran attacked water desalination and power plant
  CNBC
• US strikes bridges and collapses a tower at a key port as its Iran campaign expands
  AP Important
• Iranian strike damages a Kuwait desalination plant, exposing water vulnerability in dry Mideast
  AP Important
• US, Iran each attack infrastructure in risky escalation
  Reuters Important
• Trump alleges vast conspiracy to commit and cover up election fraud
  Axlos
• Trump Stokes Doubts on US Election Security in Combative Speech
  Yahoo/Bloomberg
• Trump accuses China of 2020 election interference, contradicting U.S. intel
  Reuters
• China's open-weight Kimi model stuns AI world with frontier-level results
  Axlos
• China just erased America's AI lead
  Axlos Important
• AI Is Becoming a Commodity, and That’s a Problem for OpenAI and Anthropic
  Yahoo/WSJ
• US import prices unexpectedly rise in June
  Reuters
• US single-family housing starts, building permits fall in June
  Yahoo/Reuters
• Homebuyer affordability slipped for fifth straight month, real estate index shows
  CNBC
• US Corporate Insiders Are Selling Stocks at a Near Record Pace
  Yahoo/Bloomberg
• Summer is smoke season now
  Axlos
• Bank of England says action needed on gilt repo market regulation
  Reuters
• China's top airlines warn of heavy losses ahead of uncertain summer
  Reuters
• Fuel crisis, attacks in Azov Sea tighten squeeze on Russian farmers
  Reuters
• Iran Attacks Kuwait Water and Power Plants as Hostilities Worsen
  Bloomberg
• China’s Powerful New AI Surprises Investors, Fueling Tech Rout
  Bloomberg
• Hyperscalers Are Dragging Down Bond Gauges Across Global Markets
  Bloomberg
• Japan’s ‘Decisive Action’ Threat Does Little to Scare Yen Bears
  Bloomberg
• DeepSeek Champions China’s Bid to Flood the World With Cheap AI
  Bloomberg
• China Warns of Severe Flood Risks, Heat Waves Through Mid-August
  Bloomberg
• Shipping in the Persian Gulf Nears a Halt and Oil Prices Rise
  NYT
• A.I. Is Running on Borrowed Money
  NYT
• GOP Package to Fund Iran War Runs Into Republican Doubts
  WSJ
• How Sky-high Deficits Threaten the Bond Market
  WSJ
• AI’s Wider Availability Is Good for China, Not Great for OpenAI and Anthropic
  WSJ
• Trump’s 25-Minute Speech Opens Can of Worms on Elections
  WSJ
• China’s Moonshot AI Releases Model to Challenge Top U.S. Systems
  WSJ
• Global tech stocks fall as AI trade goes into reverse
  FT
• South Korean market’s extreme volatility alarms regulators
  FT
• Why Iran is returning to war
  FT
• How far will Iran go for the Strait of Hormuz?
  FT
• Xi Jinping lays out China’s global AI leadership ambitions
  FT

Thursday, July 16, 2026

Evening

• Stock futures slip as major averages head for losing week; Netflix tumbles after earnings: Live updates
  CNBC
• US launches sixth night of attacks as Iran signals it could prod Houthis to close Red Sea oil route - as it happened
  Reuters Important
• Iran and US step up attacks, release of American in dispute
  Reuters
• Canada wildfire smoke blankets US Midwest, Northeast with hazardous air
  Reuters
• Fed may need to hike rates if inflation does not ease soon, Jefferson says
  Reuters
• Inside Bibi's mystery Trump meeting
  Axios
• Overlapping Disasters Challenge US Amid Trump Cuts
  Bloomberg
• Iran War Live Updates: U.S. Launches New Strikes, as Tensions Escalate Over Strait of Hormuz
  NYT
• U.S. Targets Iranian Bridges in Bid to Choke Off Regime’s Supply Routes
  WSJ
• Here’s What Is Happening Behind the Market’s Swings, in Charts
  WSJ
• China’s Economy Is in Worse Shape Than You Think
  WSJ
• US chip and memory stocks slide in fresh bout of Wall Street tumult
  FT

Afternoon

• S&P 500 falls as chip stocks weigh on market again: Live updates
  CNBC
• Oil prices dip but hold near highest in a month on Middle East tensions
  Yahoo/Reuters
• Live: Trump and Iran trade threats over infrastructure targets, Tehran vows to defend Strait of Hormuz
  Reuters
• US expands attacks on Iran, which calls Strait of Hormuz a ‘red line’ as it retaliates
  AP
• Dallas Fed President Logan calls for ‘modestly’ higher interest rates
  CNBC
• AI buildout creates employment bottlenecks
  Axios
• Oracle Risks Falling Behind in AI Race as Spending Binge Bites
  Yahoo/Bloomberg
• Trump administration races the clock to rebuild US tariff wall knocked down by Supreme Court
  AP
• Brazil calls Trump’s 25% tariff unjustifiable, vows to impose reciprocal tariffs
  AP
• Spending won't crack, despite dreadful consumer sentiment
  Axios
• Average 30-year US mortgage rate climbs to 6.55%, highest level in nearly a year
  AP
• US home builder sentiment falls in July amid affordability challenges
  Yahoo/Reuters
• White House teleprompter operator investigated over alleged Kalshi trades on Trump speeches
  Axios
• Fed’s Schmid Says Inflation Too Hot, Above Target Too Long
  Bloomberg
• Dark Ships and Oman Transfers Indicate Hormuz Transits Continue
  Bloomberg
• Scientists Affirm Climate Change Fuels Extreme Weather
  Bloomberg
• Americans Are Spending, and Not Just on Necessities
  NYT
• Trump Media to Sell Faster Access to President’s Social Posts
  WSJ
• Trump administration warns leftwing extremism is ‘fatal cancer to civilisation’
  FT
• Russian strikes threaten Ukraine’s Black Sea grain trade
  FT

General

• S&P 500 and Nasdaq fall as semiconductors slide: Live updates
  CNBC
• SK Hynix shares plunge over 11% as Asia sees tech rout, tracking U.S. chip losses
  CNBC
• Middle East Bond Spreads Hit 2022 High as Ceasefire Breaks Down
  Yahoo/Bloomberg
• US airstrikes hit northern Iran as it disables ship trying to run the blockade
  AP
• Iran tells Houthis to close Red Sea gateway if US hits power network, sources say
  Reuters Important
• Iran-US Skirmishes Worsen as Hormuz Shipping Traffic Dwindles
  Yahoo/Bloomberg
• Iran’s Top Negotiator Defends US Peace Talks Against Hardliners
  Yahoo/Bloomberg
• Retail sales up a modest 0.2% in June amid economic uncertainty and fading benefits from tax refunds
  AP
• US weekly unemployment claims fall to 208,000, fewest in 10 weeks
  AP
• US Drivers Are Again Paying More Than $5 a Gallon for Diesel
  Yahoo/Bloomberg
• IEA Boss Warns Global Economy in Peril If Hormuz Crisis Persists
  Yahoo/Bloomberg
• US imposing a 25% tariff on some Brazilian imports starting July 22, citing unfair trade practices
  AP
• Retail Traders’ Rise Upends the Established Stock Market Order
  Yahoo/Bloomberg
• Americans are angry about data centers. Politicians are feeling the pressure
  Reuters
• California employer health premiums will cost as much as a new car in 2027
  Yahoo/LAT
• South Korea regulator to announce new measures on single-stock leveraged ETFs
  Yahoo/Reuters
• Korea Raises Rates for First Time Since 2023 on Chip-Led Boom
  Yahoo/Reuters
• India Bars Seafarers From Strait of Hormuz Voyages After Attacks
  Bloomberg
• Japan’s Household Inflation Expectations Hit Highest Since 2006
  Yahoo/Bloomberg
• China's record consumer defaults undermine Beijing's push to boost spending
  Reuters
• Texas Floods, Canada Smoke and Western Heat Batter US
  Bloomberg
• Private Credit Attracts More Insurers Despite Market Jitters
  Bloomberg
• China Seeks to Curb New Bond Sales by LGFVs With Increased Debt
  Bloomberg
• Strait of Hormuz Tanker Traffic Erodes Further as Oil Prices Rise
  NYT
• Controlling Hormuz Would Take More U.S. Troops—and Even More Risk
  WSJ
• South Korea Regulator Unveils Curbs on High-Risk ETFs
  WSJ
• Wall Street Traders Are Having Their Best Year Ever
  WSJ
• The Mystery Money Powering Trump's Second Term
  WSJ
• The AI Backlash Has Tech Executives Fearing for Their Lives
  WSJ
• Canadian Wildfire Smoke Blankets U.S. Northeast and Midwest
  WSJ
• Trump administration slaps 25% tariff on Brazil as bilateral ties deteriorate
  FT
• The rating reforms needed to tackle private credit’s vulnerabilities
  FT
• Takanomics vs Abenomics: the $2.3tn prizefight
  FT

Wednesday, July 15, 2026

Evening

• Stock futures are little changed as traders await retail sales and labor data: Live updates
  CNBC
• SpaceX shares slide below IPO price for the first time as blistering rally unravels
  Reuters
• US reimposes blockade and steps up strikes as Iran threatens to halt Mideast energy exports
  AP
• US strikes Iran again as Tehran warns of 'existential war' with America
  Reuters
• Some ships refusing US-military guided Hormuz transits after attacks, sources say
  Reuters
• As Fed Chair Warsh sticks to policy silence, colleagues voice their views
  Yahoo/Reuters
• Wall Street banks point to resilient US consumer as loan growth picks up
  Reuters
• United warns of nearly $6 billion fuel hit as oil-price surge weighs on outlook
  Reuters
• Canadian wildfire smoke chokes Toronto, threatens US cities
  Reuters
• Iran War Live Updates: U.S. and Iran Exchange Strikes for Fifth Straight Day
  NYT
• Trump Leans Toward Expanding U.S. Military Operations in Iran
  WSJ

Afternoon

• Stocks rise on Big Tech gains, encouraging inflation signs: Live updates
  CNBC
• US launches fresh strikes against Iran as escalation threatens shipping
  Reuters
• Iran’s Tanker Attacks Squeeze the Hormuz Oil-Shuttling Trade
  Yahoo/Bloomberg
• Fed chair Warsh sidesteps Senate questions on inflation, AI, contact with Trump
  AP
• Fed's Warsh on "imperfect measures" of underlying inflation
  Axios
• Fed's Cook says she is prepared to act soon if inflation does not begin to slow
  Yahoo/Reuters
• AI Push to M&A-Starved Loans Gains Fuel With Supersized QTS Deal
  Yahoo/Bloomberg
• Record IPOs Spur Best Wall Street Share Sale Revenue Since 2021
  Bloomberg
• Fed’s Beige Book Shows Slight to Moderate Growth Across US
  Bloomberg
• Guess Who’s Coming to Crash the Memory-Chip Party?
  Bloomberg
• China Tops US in Global Favorability for First Time, Pew Finds
  Bloomberg
• War Risk for Businesses Will Mean Higher Prices No Matter What Happens
  NYT
• SpaceX Falls Below I.P.O. Price of $135
  NYT

General

• Stocks rise on chipmakers bounce, encouraging inflation signs: Live updates
  CNBC
• Oil rises as U.S. continues to strike Tehran, reinstates blockade of Iranian ports
  CNBC
• US reimposes its blockade on Iran after Tehran’s attacks on ships in the Strait of Hormuz
  AP Important
• Iran threatens to halt Mideast energy exports after US reimposes a blockade and intensifies strikes
  AP Important
• Trump Pledges to Escalate Attacks Until Iran Relents on Hormuz
  Yahoo/Bloomberg Important
• Trump held Situation Room meeting on massive new Iran strikes
  Axios
• UN Maritime Chief Warns Strait of Hormuz Too Dangerous for Ships
  Yahoo/Bloomberg
• US producer prices drop 0.3% from May to June on lower energy prices, but outlook is cloudy
  AP
• Mortgage rates rise to highest level in nearly a year, causing homebuyers to pause
  CNBC
• New York Fed President Williams says inflation has peaked, rates ‘well positioned’
  CNBC
• Hassett sees no ‘excuse’ to raise rates, says Warsh will push Fed to ‘right answer’
  CNBC
• Wall Street banks reap windfall from stock and debt sales
  CNBC
• Banks Are on a Goldilocks Run. Don’t Assume It Will Last.
  Yahoo/WSJ
• BlackRock Assets Cross $15 Trillion, Adding $192 Billion of Cash
  Yahoo/Bloomberg
• In US West, drought pits farms against towns, industry in scramble for water
  Reuters
• China’s economy slows 4.3% annual growth, weakest since late 2022
  AP
• Kuroda's negative rate surprise shocked his own BOJ board, minutes show
  Yahoo/Reuters
• Oil Supertankers Increasingly Bear Brunt in Hormuz Ship Attacks
  Bloomberg
• Inflation Drives Americans to Cash In Credit-Card Rewards for Essentials
  Bloomberg
• Morgan Stanley Joins Wall Street Rivals’ Stock-Trading Boon
  Bloomberg
• AI Has Supercharged the Wealth Effect, Just Ask the Micron Millionaires
  Bloomberg
• Over 400 CLOs Are Set for Ratings Upgrades, Fanning ‘08 Concerns
  Bloomberg
• What Is the Carry Trade That’s Weakening the Yen?
  Bloomberg
• China’s Credit Expansion Disappoints as New Loans Miss Forecasts
  Bloomberg
• Korean President Calls Stock Market ‘Unstable’ After Wild Swings
  Bloomberg
• China Is Set for Record Bond Issuance This Quarter, Analysts Say
  Bloomberg
• In Iran, Trump Has Found an Opponent He Cannot Easily Dominate
  NYT
• Data Centers to Add Billions in Power Costs in 13 States
  NYT
• The U.S. and Iran Reckon With Shrinking Options to End the War
  WSJ
• The Meaning of the Warsh Task Forces
  WSJ
• Europe’s Scramble for Gas Ahead of Winter Gets Harder
  WSJ
• Oil traders warn market is close to running on empty as Hormuz shuts again
  FT
• Donald Trump’s return to war with Iran offers no clear path to victory
  FT
• China and the new era of critical minerals diplomacy
  FT
• What could go wrong
  FT
• BlackRock assets rise to record $15.3tn
  FT

Tuesday, July 14, 2026

Evening

• Stock futures are flat after soft inflation reading lifts market: Live updates
  CNBC
• Live updates: US reimposes blockade on Iran’s ports after Iranian attacks in the Strait of Hormuz
  AP
• Here’s the inflation breakdown for June 2026 — in one chart
  CNBC
• The AI boom just found two new winners: Goldman Sachs and JPMorgan Chase
  CNBC
• Bank of England's Bailey pushes back against deregulation
  Reuters
• Bond Traders’ Big Short Bet in Fed Funds Slammed by CPI Decline
  Bloomberg
• Big US Banks Set Aside Less Money for Loan Losses in Quarter
  Bloomberg
• Apollo Muscles In on Wall Street’s Turf With $300 Billion of Loans
  Bloomberg
• Trump’s Flip-Flop on Strait of Hormuz Fees Raises New Risks
  NYT
• Why High Credit Card Delinquencies Aren’t Showing Up at the Big Banks
  WSJ

Afternoon

• S&P 500 gains after light inflation data, bounce in chip stocks: Live updates
  CNBC
• Oil prices rise 2% as US blockade on Iran stokes supply fears
  Yahoo/Reuters
• Live updates: Trump drops plan to charge ships in Strait of Hormuz ahead of deadline for US blockade
  AP
• After Hormuz, Iran turns to Red Sea gateway as new pressure point
  Reuters
• Scoop: Trump tells Netanyahu to move forces out of Syria and Lebanon
  Axios
• Fed's Warsh stays mum on rate plans, pledges price stability
  Axlos
• Warsh says Fed has ‘no tolerance’ for high inflation but provides no hints on next move
  AP
• Warsh pledges Fed policy ‘regime change’ to rid inflation ‘tax’ on American people
  CNBC
• Warsh says markets to get ample notice to any Fed balance sheet changes
  Yahoo/Reuters
• Wall Street Traders Seize on Fervor and Fear to Shatter Records
  Yahoo/Bloomberg
• Wall Street banks see AI 'super cycle' set to boost deals, financing
  Yahoo/Reuters
• Wall Street Titans Posted Huge Trading Numbers. Be Worried
  Bloomberg
• South Korea’s Leveraged ETFs Have the Worst Timing
  Bloomberg
• Major US Power Sale to Show Depth of Grid’s AI Struggle
  Bloomberg
• Warsh Reiterates Fed’s Pledge to Get Inflation Down but Doesn’t Specify How
  NYT
• Big Banks’ Profits Surge After a Red-Hot Quarter on Wall Street
  WSJ
• Wall Street banks smash records on stock trading boom
  FT
• Brinkmanship in the Strait of Hormuz
  FT
• New York becomes first US state to suspend data centre development
  FT

General

• S&P 500 rises after light June inflation data, Dow futures weighed down by IBM: Live updates
  CNBC
• Oil gains over 2% as Mideast tensions and Hormuz toll prospects raise supply worries
  CNBC
• IBM warns AI boom is squeezing software budgets; shares slump in sector rout
  Reuters
• Consumer prices rose 3.5% annually in June, less than expected as energy prices eased
  CNBC
• Live: Iran hits tankers after third night of US attacks; Trump reimposes naval blockade
  Reuters
• US attacks Iran and Tehran retaliates across the Middle East, threatening a return to all-out war
  AP
• US-Iran Truce Collapses as Attacks Worsen and Blockade Returns
  Yahoo/Bloomberg
• Why it’s so difficult for the US to fully reopen the Strait of Hormuz
  AP
• Warsh promises inflation will be a ‘thing of the past,’ cites benefits of AI investment boom
  CNBC
• Warsh Tells Congress the Fed Has ‘No Tolerance’ for High Inflation
  Yahoo/WSJ
• JPMorgan Chase profit hits $16.9 billion in the second quarter, boosted again by market volatility
  AP
• Goldman Blows Past Stock-Trading Records With $7.42 Billion Boon
  Yahoo/Bloomberg
• Citi Beats Every Profit Estimate as CEO’s Rebuild Gains Steam
  Yahoo/Bloomberg
• BofA Profit Soars as Stock Traders, Dealmakers See Resurgence
  Yahoo/Bloomberg
• Wells Fargo Profit Beats Estimates on Wealth, Investment Banking
  Yahoo/Bloomberg
• AI Investment Race Could Turn Debt-Fueled Boom to Bust, BIS Says
  Yahoo/Bloomberg
• ‘Nobody underwrote for that’: Private credit faces a key test as higher rates squeeze borrowers
  CNBC
• Klarna Plans New Buy-Now-Pay-Later SRT as It Targets US Growth
  Yahoo/Bloomberg
• Subpoenas issued to NY Times reporters seen as ‘unprecedented’ threat to press freedom
  AP
• China's June trade tops forecasts buoyed by AI boom
  Reuters
• China Urges Normal Hormuz Passage as Trump Reinstates Blockade
  Yahoo/Bloomberg
• Iran-Backed Houthis Strike Saudi Arabia in Major Escalation
  Bloomberg
• Dimon Swaps Weather Report for ‘Tectonic Plates’ to Explain Risk
  Bloomberg
• AI’s $5.8 Trillion Buildout Needs Every Bond Flavor It Can Sell
  Bloomberg
• Emerging Bond Returns Beating Treasuries as Carry Trades Boom
  Bloomberg
• Inflation Is Still Too High — and Here to Stay
  Bloomberg
• SK Hynix Slides More Than 20% in Two Days as AI Trade Unravels
  Bloomberg
• Leveraged Chip Bets Backfire in Korea as Biggest ETF Falls 45%
  Bloomberg
• Big Banks Smash Earnings Records, but ‘Tectonic’ Risks Loom
  NYT
• Trump Says Fighting With Iran Has Resumed as He Orders Blockade and Tolls
  NYT
• U.S. Small Business Confidence Improved in June
  WSJ
• New York Set to Temporarily Ban Large New Data Centers
  WSJ
• Putin Was Xi’s Role Model. Now He’s the Junior Partner.
  WSJ
• Washington and Tehran send warnings by missile
  FT
• How QE changed banks, and why that makes QT dangerous
  FT
• US small caps soar as investors look beyond big tech
  FT

Monday, July 13, 2026

Evening

• Stocks end lower as oil prices surge on renewed Hormuz tensions, SK Hynix leads chip stock sell-off
  CNBC
• Brent oil jumps more than 9%, biggest daily gain since 2020, after Trump reinstates Iran blockade
  CNBC
• Live updates: Trump says US will blockade Iran in Strait of Hormuz and charge ships for safe passage
  AP
• U.S. military to enforce new Iran blockade starting 4pm Tuesday
  Axios
• US Attacks Iranian Port Using Sea Drones for the First Time
  Yahoo/Bloomberg
• Yemen’s Houthis strike Saudi Arabia’s Abha airport with missiles and drones in a sharp escalation
  AP
• Fed Maintains Reserve Management Purchases at $10 Billion
  Yahoo/Bloomberg
• Robinhood Eyes Its First Bond Sale Backed by Credit Card Bills
  Yahoo/Bloomberg
• Trump’s Hormuz Demand Implies Fee of $30 Million Per Supertanker
  Bloomberg
• Tariff Refunds Trigger Widening in US Budget Gap for 2026
  Bloomberg
• U.S. Launches New Iran Strikes, as Trump Weighs Attacking Nuclear Site
  WSJ

Afternoon

• Trump: Iran blockade reinstated, US to charge 20% on Strait of Hormuz cargo
  Yahoo/Reuters Breaking
• Stocks drop after Trump reimposes Strait of Hormuz blockade, SK Hynix leads chip stocks lower: Live updates
  CNBC
• U.S. oil jumps above $75 a barrel after Trump reinstates Strait of Hormuz blockade on Iranian ships
  CNBC
• Trump says US is ‘reinstating’ blockade on Iran in Strait of Hormuz
  AP Important
• Iran-backed Houthis accuse Saudi Arabia of striking Yemen’s international airport
  AP Important
• Wall Street Banks Set to Pull in Almost $39 Billion From Trading
  Yahoo/Bloomberg
• Waller Says Fed May Need to Raise Rates to Tame Core Inflation
  Bloomberg
• Warsh’s Balance-Sheet Panel Runs Into Market Reality Check
  Bloomberg
• Europe Risks ‘Explosive’ Path If It Doesn’t Fix Debts, IMF Warns
  Bloomberg
• Venezuela’s Inflation Spike Compounds Earthquake Misery
  Bloomberg
• Yemen’s Houthis accuse Saudi Arabia of attacking international airport
  FT

General

• Stocks slide as chipmakers fall; SK Hynix sinks 8%: Live updates
  CNBC
• Oil prices rise as U.S. and Iran contest control of Strait of Hormuz with fresh strikes
  CNBC
• SK Hynix South Korean shares clock worst day, sinking over 15%, after stellar Nasdaq debut
  CNBC
• Dollar climbs on renewed Middle East attacks, Hormuz closure
  Reuters
• Live updates: US and Iran assert control over Strait of Hormuz after latest attacks
  AP Important
• Iran war live: Iran escalates attacks across the Gulf after more US strikes
  Reuters Important
• US and Iran each assert they control the Strait of Hormuz after another heavy exchange of fire
  AP Important
• Hormuz traffic slows to two-month low as renewed US, Iran strikes raise safety risk
  Reuters
• Massive AI buildout poses latest inflation threat as consumers pay more for laptops and electricity
  AP
• US Cost for Gas Power at 17-Year High and Climbing, Lazard Says
  Yahoo/Bloomberg
• Meta’s Louisiana Data Center to Surpass $250 Billion Price Tag
  Yahoo/Bloomberg
• Meta Lifts Cost of Louisiana Data Center to $50 Billion
  Yahoo/WSJ
• Wall Street to Warsh: Skip the Guidance, But Tell Us What You Think About the Economy
  Yahoo/Bloomberg
• Wall Street Mounts Pushback on Trillion-Dollar Stablecoin Boom
  Yahoo/Bloomberg
• An emboldened India holds out for better terms in US trade talks
  Reuters
• Strategy bitcoin sales shine light on faltering crypto hoarding companies
  Reuters
• Europe recorded 10,000 excess deaths during late-June heatwave, data show
  Reuters
• Allies to muster more air defence aid for Ukraine as battlefield momentum shifts
  Reuters
• Treasury Two-Year Yields Rise to Highest Since 2025 as Oil Jumps
  Bloomberg
• New York City, US Northeast Will See Temperatures Soar This Week
  Bloomberg
• Heat Wave Dries Up German Rhine Chokepoint to Strain Fuel Supply
  Bloomberg
• Russian Refinery Runs Plunge to Lowest in More Than Two Decades
  Bloomberg
• Nearly 200 Economists and Tech Leaders Warn of A.I. Threats
  NYT
• Private Planes, Helicopters and Mercedes Vans: The Rich Do the World Cup
  NYT
• U.S. and Iran Trade New Rounds of Attacks in Fight Over Strait of Hormuz
  WSJ
• Warsh’s First Big Call: Whether to Undo Last Year’s Cuts
  WSJ
• The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits
  WSJ
• Frequent Oil Draws From U.S. Strategic Reserve Push Old System to Breaking Point
  WSJ
• What Lindsey Graham’s Death Means for the Balance of Power on Capitol Hill
  WSJ
• See How Ukraine Is Taking Out Russia’s Refineries
  WSJ
• Wall Street feasts on fees from SpaceX IPO and mega-mergers
  FT
• Companies turn to Chinese AI models to cut costs
  FT
• Cutting China reliance would cost the west $23tn, research suggests
  FT
• Ukraine’s drone swarms test Moscow air defences
  FT

Sunday, July 12, 2026

Evening

• Stock futures slip after U.S., Iran exchange airstrikes again: Live updates
  CNBC
• Oil jumps more than 3% after US, Iran launch strikes in Mideast
  Reuters
• The US launches more strikes on Iran as the standoff over the Strait of Hormuz escalates
  AP
• Iran expands attacks on Gulf states after US strikes, says Strait of Hormuz closed
  Reuters
• Traders Grapple With World That’s Good for Dollar, Bad for Bonds
  Yahoo/Bloomberg
• McConnell says he is unable to return to US Senate yet
  Reuters
• US Says It Launched New Round of Strikes Against Iran on Sunday
  Bloomberg
• Live Updates: Cease-Fire Unraveling as U.S. and Iran Trade Strikes Again
  NYT

General

• US attacks Iran over ship being hit in Strait of Hormuz; Tehran responds by hitting Arab states
  AP
• Iran expands attacks on Gulf states after US strikes, says Strait of Hormuz closed
  Reuters
• US says it struck 140 Iranian military targets Saturday
  Reuters
• U.S. and Iran trade strikes after IRGC declares Strait of Hormuz "closed"
  Axios
• From space rocks to smartwatches, AI millionaires rewrite the luxury playbook
  Reuters
• US Postal Service raises stamp price to 82 cents
  Reuters
• Japan to push its massive pension fund to boost alternative investments, Nikkei says
  Reuters
• Hormuz Route Open Despite Iran Declaration, Maritime Group Says
  Yahoo/Bloomberg
• Warsh and US Inflation Will Set Tone for July Fed Decision
  Bloomberg
• Graham’s Death Sets Up Senate Succession Drama in South Carolina
  Bloomberg
• Live Updates: Iran Targets Gulf States After Night of Intense U.S. Strikes
  NYT
• Hard-Liners in Iran Want to Keep Fighting America
  NYT
• Aspiring to Regional Domination, Iran Is Ready to Escalate Over Hormuz
  WSJ
• War Leaves Economy With More Stubborn Inflation, Economists Project
  WSJ
• Knives out at US Supreme Court as justices’ squabbles go public
  FT

Saturday, July 11, 2026

General

• Wall St Week Ahead Investors to grapple with packed week of earnings, CPI, Iran headlines
  Reuters
• Trump and Iranian leader trade threats as mediators try to save crumbling deal
  AP
• Iran's supreme leader pledges revenge for his father's assassination amid Trump death threats
  Axios
• U.S. gives Iran Saturday deadline to publicly renounce Hormuz attacks
  Axios
• New York Times reporters are subpoenaed after Air Force One reporting, newspaper says
  AP
• Apple sues OpenAI over trade secrets
  Axios
• SK Hynix CEO sees worst memory shortage in 2027, demand to outstrip supply beyond 2030
  Reuters
• Two dead, 19 wounded as Russia strikes Ukraine with missiles, drones
  Reuters
• Iran Rejects US Talks as Trump Issues Fresh Threat to Tehran
  Bloomberg
• Fed Task Force Picks Bring Credibility and Support for Warsh
  Bloomberg
• Times Journalists Subpoenaed as Trump Escalates Pressure on Media
  NYT
• Shippers Face Deepening Dilemma as U.S. and Iran Vie for Control of the Strait
  NYT
• Trump Administration Increasingly Pessimistic of Clinching Iran Nuclear Deal
  WSJ
• Donald Trump ups the pressure on US companies in drive to lower prices
  FT
• Inside the risky race through the Strait of Hormuz
  FT
• Prepare for a perilous summer in markets
  FT
• China braces for back-to-back typhoons as extreme weather risks rise
  FT