Daily News Links

8799 posts

Tuesday, September 1, 2026

Evening

• Stock futures are little changed after Wall Street posts third
  CNBC
• Oil prices settle up more than $4 a barrel on renewed US-Iran fighting
  Yahoo/Reuters
• Global Bond Yields Surge as Oil Prices Fuel Inflation Worries
  Yahoo/WSJ
• Bessent’s Bond Gains Wiped Out as 30-Year Yields Jump Once Again
  Yahoo/Bloomberg
• Live updates: US and Iran exchange fire after abrupt end to month without military action
  AP
• U.S. military launches fresh strikes in the Strait of Hormuz
  Axios
• Government borrowing costs rise anew, adding to pressure on global policymakers
  Reuters
• Bessent urges BOJ chief to combat weak yen with 'decisive' monetary steps
  Yahoo/Reuters
• US Stands by Oil Deal With Venezuelan Energy Mogul Betancourt
  Yahoo/Bloomberg
• Bond Traders Snap Up Protection Against Soaring Treasury Yields
  Bloomberg
• Bond Sell-Off Threatens to Squeeze Borrowers Around the World
  NYT
• Bond Yields Around the World Soar in Challenge to Government Borrowing
  WSJ
• US diesel prices soar as Donald Trump hauls in refiners
  FT
• China derails consensus on communiqué after US-hosted G20
  FT
• Summer 2026 was the hottest since records began in 1884, Met Office says
  FT

Afternoon

• Dow drops 400 points after U.S. launches new attacks on Iran targets; oil and yields rise: Live updates
  CNBC
• U.S. crude oil hits $90 per barrel following latest U.S. attacks against Iran
  CNBC
• Live updates: US military strikes targets in Iran over attempted attacks on shipping
  AP
• Bessent touts bond market as 10-year Treasury yield spikes
  CNBC
• U.S. job openings rise slightly to 7.3 million as labor market remains sturdy despite higher costs
  AP
• US manufacturing activity slows in August; input prices still elevated
  Yahoo/Reuters
• Explainer-What's behind the selloff in world bond markets?
  Yahoo/Reuters
• Why High Yields on Government Bonds Are Causing Alarm
  Bloomberg
• U.S. Targets Iran in Fresh Wave of Strikes
  WSJ
• Germany Blames Russia for Explosive Drones Sent to Leipzig Airport
  WSJ
• Governments should heed the bond market’s warning
  FT

General

• 10-year yield hits highest since January 2025 as higher oil prices stoke inflation worries
  CNBC
• Stocks fall to kick off September as global bond yields rise: Live updates
  CNBC
• Global bond rout deepens as Japan yield hits key milestone
  Yahoo/Reuters
• Bond selloff deepens and stocks drop as oil prices stoke inflation fears
  Yahoo/Reuters
• Oil up about 2% as renewed US-Iran strikes stoke supply fears
  Yahoo/Reuters
• Iran’s president says Iran would return to ceasefire agreement if US does, and other Mideast news
  AP
• Two Oil Supertankers Hit by Projectiles in Hormuz, Marisks Says
  Yahoo/Bloomberg
• Strait of Hormuz commodity vessel transits stay in single digits, data shows
  Reuters
• Fed's Barr open to rate hike if inflation does not moderate
  Reuters
• German manufacturing growth accelerates in August as orders surge, PMI shows
  Yahoo/Reuters
• Japan faces day of policy reckoning as Bessent calls time on big stimulus
  Reuters
• Japan manufacturing new business rises at fastest pace since 2018, PMI shows
  Yahoo/Reuters
• Global AI boom fuels Asia factory expansion in August
  Yahoo/Reuters
• Euro zone inflation rises above 3%, cementing ECB rate hike bets
  Reuters
• Trump welcomes Russia back to the G20. Europe isn’t having it.
  Politico
• ‘Germany and Russia are at war,’ says top defense exec
  Politico
• This principal in Nepal evacuated 900 students before flooding swept away their school
  AP
• US 30-Year Bond Enters September on Its Worst Stretch Since 2006
  Bloomberg
• Global Bond Selloff Sends Yields to the Highest Level Since 2008
  Bloomberg
• Japan’s 10-Year Bond Yield Hits 3% for First Time Since 1996
  Bloomberg
• Japan’s Finance Chief Plays Down Bessent’s BOJ Rate Hike Push
  Bloomberg
• Bond Slide Spreads to Emerging Markets on Fed Rate-Hike Bets
  Bloomberg
• Warsh’s Pledge on Stable Prices Will Soon Be Tested
  Bloomberg
• Trillion-Dollar Dislocation Hides in Calm Credit Markets
  Bloomberg
• Iran Uses Xi-Putin Bloc to Counter Bessent’s Economic Warfare
  Bloomberg
• China’s Manufacturing Gauge Tops Forecasts With Faster Expansion
  Bloomberg
• What the Surge in Black Sea Attacks Means for Food Prices
  Bloomberg
• Global Bond Sell-Off Puts Investors on Edge
  NYT
• China and the U.S. Offer Competing Showcases of Global Power
  NYT
• How the Pentagon Is Getting Into the Venezuelan Oil Business Under Trump
  NYT
• Mine Warfare With Iran Hampers U.S. Efforts to Win Control of Hormuz
  WSJ
• Washington’s Deadly New Headache: an al Qaeda-Houthi Terrorist Alliance
  WSJ
• The Ukraine Drones That Are Carrying a Bigger Punch, Deeper Into Russia
  WSJ
• Global bond sell-off deepens amid inflation fears
  FT
• How to understand the current puzzle in bonds and equities
  FT
• Donald Trump summons US refiners as Iran war pushes up fuel prices
  FT
• ‘Conflict of attrition’ in Iran could keep inflation high, ECB policymaker warns
  FT
• Disasters to cost world $450bn a year from climate change and development
  FT

Monday, August 31, 2026

Evening

• Stock futures are little changed after Wall Street closes out winning August: Live updates
  CNBC
• Fed's Warsh says past global savings glut is turning into investment surge
  Reuters
• Bessent pushes back on Druckenmiller critique of bond intervention
  CNBC
• Mortgage rates surge to the highest since June 2025 as new Middle East attacks push oil prices up
  CNBC
• Europeans bristle at Russia's return to G20
  Reuters
• US irks G20 ministers by inviting Russia, barring some journalists
  Yahoo/Reuters
• Army Secretary Dan Driscoll resigns from post
  Axios
• Trump asks Apple to rename Lake Ontario to "Lake America" on maps
  Axios
• Japan Bonds Face Test at 10-Year Sale as Yield Approaches 3%
  Bloomberg
• Asia Data Center Debt Binge Hitting Banks’ Limits, Barclays Says
  Bloomberg
• Bessent Criticizes Canada as Global Summit Shows Divisions
  WSJ

Afternoon

• Oil prices rise and stocks fall after US hits Iranian sites in the Strait of Hormuz
  AP
• Yields rise, stocks ease, with oil gaining as US and Iran resume military attacks
  Yahoo/Reuters
• Trump weighing limited strikes against Iran to curb Hormuz attacks
  Axios
• Warsh's 'quieter Fed' now includes a smidgen of guidance
  Yahoo/Reuters
• The US debt crisis just got uglier: Number to know
  Yahoo Finance
• Australia's home prices extend declines in August as downturn deepens
  Yahoo/Reuters
• How Trump Is Reinforcing His Tariff Wall After Legal Setbacks
  Bloomberg
• Summit With Russia, India and Iran Shows Leverage Wars Have Given Xi of China
  NYT
• Trump Says Communities That Oppose Data Centers Risk Becoming ‘Backwards and Poor’
  WSJ
• Donald Trump says US will hit Iran ‘hard’ as conflict reignites
  FT
• Trump’s tariff fix leaves US trade policy in permanent flux
  FT

General

• Stocks fall after U.S. strikes Iran; Wall Street heads for winning month: Live updates
  CNBC
• Oil rises over 3% as US and Iran resume military attacks
  Yahoo/Reuters
• Bond markets face fresh selling as oil prices jump, stocks cautious
  Reuters
• France is becoming the ‘poster child’ of sovereign debt problems as government borrowing costs hit near 2008 highs
  CNBC
• U.S., Iran exchange strikes for first time since July as Trump threatens strategic oil hub
  CNBC
• New US missile appears to have left wide path of death and destruction in Iranian city, report says
  AP
• Trump says Iran's Kharg is being 'blown to smithereens', but gives no details
  Reuters
• G20 countries should consider more trade barriers on China to cut imbalances, Bessent says
  Reuters
• Bessent’s G20 pitch collides with anxieties over US debt and Iran war
  Politico
• Bank of England chief warns new AI models threaten global financial stability
  CNBC
• Stocks are sexy, but bonds are the most important market in the world
  Axios
• Analysis-Depleted US oil stash loses potency as Iran war grinds on
  Yahoo/Reuters
• German inflation accelerates in August on higher energy prices
  Yahoo/Reuters
• Chinese factory slump eases, but weak services signal uneven recovery
  Yahoo/Reuters
• Leaders of China, Russia and India are among heads of state meeting to counter US influence
  AP
• Bessent Faces Credibility Test Selling ‘American Growth Agenda’ to G20
  Bloomberg
• War, Weather Push Crop Prices to Biggest Monthly Gain Since 2012
  Bloomberg
• For a Thirsty American West, It’s Either Cows or Humans
  Bloomberg
• ‘First Real Test’: Australia Fiasco Has Private Credit on Edge
  Bloomberg
• Japan Seeks Record Defense Budget as Takaichi Plans Buildup
  Bloomberg
• G20 Finance Officials Gather in U.S. as Iran War Grips Global Economy
  NYT
• Long-Dated Treasury Yields Edge Up as 10-Year German Bund Yield Hits 15-Year High
  WSJ
• The Sudden Unraveling of Wall Street’s Momentum Trade
  WSJ
• G20 Warned Of Growing Threat to Financial Stability Posed By New AI Models
  WSJ
• The Geopolitical Mismatch Driving Russia to Threaten the West
  WSJ
• Japan’s bonds and yen under pressure after Kevin Warsh’s Jackson Hole speech
  FT
• Trump’s threats against Canada are self-defeating
  FT
• Scramble for gas assets pushes dealmaking to decade high
  FT

Sunday, August 30, 2026

Evening

• Stock futures slip as traders get set to wrap up a winning month: Live updates
  CNBC
• Oil jumps more than 2% after US attack on Iran's Larak island
  Reuters
• US strikes Iranian rocket launchers on the Strait of Hormuz in first military action in weeks
  AP
• Iran is attacking US forces in Jordan, Fox News reports, citing a US source
  Reuters
• US plans to sanction another bank in effort to clamp down on Iran transactions, Bessent tells AP
  AP
• US Treasury blocks certain journalists from G20 meeting in North Carolina
  AP
• Trump Urges FCC to Probe Media Polling, Punish NBC Moderator
  Yahoo/Bloomberg
• What we know about Trump’s deal giving US access to vast oil reserves in Venezuela
  AP
• Canada’s Ford Likens Trump’s Actions to Saturday Night Live Skit
  Yahoo/Bloomberg
• Bond Investors Wary After Warsh Fuels Wagers That Fed Is Poised to Hike
  Bloomberg
• Trump Administration Live Updates: U.S. Hits Iran With First Strikes in a Month
  NYT
• Big Tech profits get $160bn boost from gains on stakes in other AI companies
  FT

General

• US Treasury's Bessent faces G20 diplomacy test amid tariffs, Iran war, bond turmoil
  Yahoo/Reuters
• Bessent says disorderly yen moves can destabilize global markets
  Reuters
• America's next grocery shock is brewing
  Axios
• Investors prosper and consumers pay as the Iran war exacts an uneven economic toll 6 months in
  AP
• Iran’s leader calls for Muslim unity, NBC crew attacked in West Bank and other Mideast news
  AP
• The 5 craziest discoveries from OpenAI's HuggingFace investigation
  Axios
• Russia preparing ‘massive strikes against Ukraine’s energy facilities’
  Politico
• World Mostly Shrugs Off Bessent’s ‘D-Day’ Iran Sanctions Threat
  Bloomberg
• Warsh, After Talking Tough on Inflation, Faces a ‘No-Win Situation’ on Rates
  NYT
• ‘A New Form of U.S. Colonialism’: Venezuelans Bristle at U.S. Oil Takeover
  NYT
• Warsh Makes the Case for Higher Rates and Raises the Bar for Standing Pat
  WSJ
• Inside Trump’s Plan to Give the Pentagon a Stake in Venezuela’s Oil Riches
  WSJ
• Most Insurers Invest for the Long Term. Mark Walter’s Did the Opposite.
  WSJ
• Russia Is Bombarding Europe With a New Wave of ‘Gray Zone’ Attacks
  WSJ
• Putin Turns Again to China’s Xi as Russia’s Clout Crumbles
  WSJ
• Rising bond yields add tens of billions to G7 countries’ debt costs
  FT
• What’s the fiscal hit from higher yields?
  FT

Saturday, August 29, 2026

General

• Corn and wheat prices jump to highest prices in more than three years
  CNBC
• Wall Street week ahead: The market eyes the monthly jobs report
  AP
• Warsh raises stakes for Fed’s next meeting and other takeaways from Jackson Hole conference
  AP
• Why Fed chief Kevin Warsh turned to Central Banking 101
  Axios
• Tech backlash reaches fever pitch as AI angst collides with social media fears
  CNBC
• The 5 craziest discoveries from OpenAI's HuggingFace investigation
  Axios
• Untested in court, Trump’s new tariffs on Canada raise legal questions
  AP
• Trump says US has entered deal with Venezuela to take control of 65 billion barrels of oil reserves
  AP
• ‘If it’s made in the US, I don’t buy it’: Canadians on boycotting Trump’s America
  Guardian
• Trump’s Greenland threats cast a shadow on Iceland’s vote on whether to trigger EU membership talks
  AP
• At least 37 dead and hundreds evacuated after strike on Kyiv weapons depot
  BBC
• Charting the Global Economy: Price Pressures Continue to Bubble
  Bloomberg
• How US-Canada Talks Turned Into a Tough-to-End Trade War
  Bloomberg
• Mark Walter’s Defiant Empire Confronts Growing Unease Over Probe
  Bloomberg
• Ukraine Says Russia Planning Ground Offensive on Kyiv, Chernihiv
  Bloomberg
• Kevin Warsh: the Hawk at Jackson Hole
  WSJ
• How Big Tech Blinded Itself to the Grassroots AI Revolt
  WSJ
• The Strongest El Niño in a Generation Is Wreaking Havoc on Global Economy
  WSJ
• Drain on U.S. Munitions From Iran War Raises Fears Over Ability to Deter China, Russia
  WSJ
• Warsh puts Fed on collision course with Trump ahead of midterms
  FT
• Risk of a new age of financial repression is rising
  FT

Friday, August 28, 2026

Afternoon

• S&P 500 is little changed, heads for winning week as Warsh says Fed committed to fighting inflation: Live updates
  CNBC
• Rate-hike expectations rise on Warsh speech at Jackson Hole
  Yahoo/Reuters
• Dollar rises to session high after Warsh comments, set for weekly gain
  Yahoo/Reuters
• Fed Chair Warsh signals rate hikes may be needed with US inflation stubbornly elevated
  AP
• Analysis: Kevin Warsh sharpens inflation warning at Jackson Hole, signaling possible rate hike
  CNBC
• US Consumer Sentiment Drops, Year-Ahead Inflation Views Improve
  Yahoo/Bloomberg
• China is secretly fueling America's data center rage
  Axios
• Warsh Says Inflation Isn’t Slowing, Vows to Reach 2% Target
  Bloomberg
• Warsh Is Driving Treasuries Market, Whether He Wants to or Not
  Bloomberg
• Euro Zone’s Inflation Rate Is Set to Reach Highest Since 2023
  Bloomberg
• Hawkish Kevin Warsh hints Fed will raise rates if inflation does not fall soon
  FT

General

• S&P 500 is little changed as investors count down to Warsh’s Jackson Hole address: Live updates
  CNBC
• Global Bond Yields Rise Ahead of Fed’s Warsh Speech; 10-Year Bund Yield Hits 15-Year High
  Yahoo/WSJ
• Oil holds steady, on track for weekly fall on US-Iran talks stalemate
  Yahoo/Reuters
• September risks are stacking up hard and fast for world markets
  Yahoo/Reuters
• Iran calls for global pushback against U.S. sanctions, says diplomacy ‘isn’t impossible’
  CNBC
• Shipping traffic via Strait of Hormuz slips below 10-day average, data shows
  Reuters
• Six months on, the Iran war has changed the Middle East, but not in the way its architects had hoped
  AP
• Exclusive: US Patriot missile stocks in Europe are ‘beyond critical’ due to Iran war, officials say
  AP
• Nvidia almighty: Chip riches flood through AI universe
  Axios
• Investor Frenzy for AI Strips Safeguards From Convertible Bonds
  Yahoo/Bloomberg
• Canada's second quarter GDP recovers sharply as domestic demand revives, exports grow
  Yahoo/Reuters
• Japan Spent Record $98.7 Billion to Prop Up Yen in Past Month
  Yahoo/WSJ
• Tokyo core inflation creeps near BOJ's target, bolsters rate-hike chance
  Yahoo/Reuters
• Fed’s Jackson Hole Conference Is Underway: Here’s What to Expect
  Bloomberg
• Fed Officials Remain Divided on Inflation Ahead of Warsh Speech
  Bloomberg
• Carry Trades to Treasury Twists: A Guide to the Hot Debates on Wall Street
  Bloomberg
• Pimco Says ‘Too Much, Too Fast’ AI Debt Is Stoking Bond Yields
  Bloomberg
• Spanish Inflation Surges Beyond 4% as France’s Also Quickens
  Bloomberg
• Japan’s Bigger Budget Puts Focus on Takaichi Bond Sales Cap
  Bloomberg
• China Ramps Up Credit Support in Overhaul of Property Market
  Bloomberg
• Sydney Developer in Distress Sounds Alarm for Private Credit
  Bloomberg
• Six Months In, Iran’s Regime Stands, U.S. Goals Remain Unmet
  NYT
• In Trump’s Washington, Ballooning National Debt Stirs Little Action
  NYT
• Why These Giant Storage Tanks Increasingly Hold Very Little Oil
  NYT
• Jackson Hole Highlights New Tug-of-War for the Treasury and Fed
  WSJ
• See How the World Has Changed Since the Start of the Iran War
  WSJ
• How the AI Investment Craze Is Keeping the Global Economy Afloat
  WSJ
• Nvidia Insists It Can Keep Printing Money to Fund the AI Boom
  WSJ
• Tett: Is China’s ‘wise camel’ the winner from the US-Iran war?
  FT
• Zero-interest convertible bonds set for record year
  FT
• Former IMF deputy Gita Gopinath: ‘It’s straight-out protectionism’
  FT

Thursday, August 27, 2026

Evening

• S&P 500 futures are little changed as investors count down to Warsh’s Jackson Hole address: Live updates
  CNBC
• As Jackson Hole conference kicks off, three Fed officials issue inflation warnings
  Yahoo/Reuters
• Fed's Warsh under pressure to clarify message
  Axios
• Analysis-Bessent, Warsh diverge on who should set the price of money
  Yahoo/Reuters
• After six months, the Iran war has reached its endgame — a costly stalemate
  Reuters
• Six consequences after six months of war in Iran
  Reuters
• Any US trade deal must ensure robust Canadian auto sector, ambassador says
  Reuters
• US in Talks With Venezuela to Take Major Stake in Oil Fields
  Yahoo/Bloomberg
• Scoop: U.S. close to striking "massive" deal for Venezuelan oil fields
  Axios
• French borrowing costs hit crisis levels as presidential election looms
  Yahoo/Telegraph
• Trump Renames Lake Ontario as Lake America, Stoking Canada Spat
  Yahoo/Bloomberg
• Citadel Securities Notches Record $7.3 Billion Trading Haul
  Bloomberg
• US bank regulators to narrow enforcement focus to financial risks
  FT

General

• Nasdaq jumps as Nvidia earnings lift chip stocks: Live updates
  CNBC
• Nvidia jumps 7% after blockbuster earnings boost AI confidence
  CNBC
• Oil gains as traders weigh prospects of easing Middle East supply disruptions
  Reuters
• After six months of Iran war, US goals have shifted. The Strait of Hormuz is now a top concern
  AP
• The number of Americans applying for jobless aid slips to 203,000 as layoffs remain low
  AP
• Kansas City Fed’s Schmid says inflation ‘stubborn’ and ‘sticky,’ policy rate not restrictive
  CNBC
• Fed governor Lisa Cook: "No legitimate basis for removal" on Trump mortgage claims
  Axios
• New Fed chair Kevin Warsh under pressure to clarify views on inflation, interest rates
  AP
• Fed's Warsh faces challenge whether inflation is a problem or not
  Yahoo/Reuters
• Greer Suggests US Needs to Consider Bans on Canadian Goods
  Yahoo/Bloomberg
• U.S. considers fresh round of tariffs on semiconductors, report says
  CNBC
• Big Tech faces Big Resistance
  Axios
• Cheap Tokens, Costly Chips and a Missing AI Payoff
  Yahoo/Bloomberg
• US Says China-Linked Hackers Targeted NASA, Fed and Senate
  Yahoo/Bloomberg
• AI’s Two-Minute Home Refinancings Menace Mortgage Bond Returns
  Yahoo/Bloomberg
• BOK delivers back-to-back rate hikes as price pressures persist
  Yahoo/Reuters
• BOJ deputy governor Himino calls for 'timely' rate hike
  Yahoo/Reuters
• Japan's yen rescue has echoes of Asian financial crisis, ex-FX diplomat says
  Yahoo/Reuters
• French government scales back plans to reduce deficit in 2027
  Politico
• China industrial profits growth cools to slowest in seven months as economic slowdown deepens
  CNBC
• US Goods-Trade Deficit Widens to Largest Since March 2025
  Bloomberg
• Fed’s Schmid Says Policy Isn’t in Restrictive Territory
  Bloomberg
• Warsh Owes Investors a Jackson Hole Reset
  Bloomberg
• Treasury Secretary Scott Bessent Desperately Needs a Reset
  Bloomberg
• The ‘Burn the Bonds’ Stage of the Debt Cycle Is Here
  Bloomberg
• AI Debt Tests Investor Tolerance, Says Top JPMorgan Bond Banker
  Bloomberg
• Hormuz Oil Flows Rising as Gulf Giants’ Ramp Up Accelerates
  Bloomberg
• Wheat Hits Three-Year High as Russia Prepares to Escalate War
  Bloomberg
• Banks and Insurers Run Risks Playing Shell Games With Credit
  Bloomberg
• What Fueled the Deadly Flash Flood on the Nepal-China Border
  Bloomberg
• Fed Governor Targeted by Trump Issues Defense Against Attempted Ouster
  NYT
• U.S. and Canada Are Bracing for Prolonged Trade Dispute
  WSJ
• Think Treasurys Are Having a Rough Summer? It’s Even Uglier Abroad
  WSJ
• Fed’s Cook Says She Never Committed Fraud
  WSJ
• BOJ Deputy Gov. Himino Vows Inflation Vigilance as Rate-Hike Bets Mount
  WSJ
• Wheat Soars to Highest Level in Three Years as Black Sea Crisis Deepens
  WSJ
• The Russia-Ukraine Air War Has Entered a New, Deadlier Phase
  WSJ
• AI’s hacking capabilities are severely underestimated
  FT
• What a century of data tells us about today’s corporate bond spreads
  FT
• The US is gambling with its role as the world’s investment hub
  FT
• Jane Street’s growing pains
  FT
• South Korea raises interest rates to 3% to tame AI-fuelled inflation
  FT

Wednesday, August 26, 2026

Evening

• Stock futures rise as Nvidia shares jump 4% after earnings: Live updates
  CNBC
• Nvidia forecasts fiscal ’28 revenue growth of 70%, soaring past estimates: Live updates
  CNBC
• Bessent’s ‘Treasury Twist’ Has Wall Street War-Gaming a Shift in Borrowing Strategy
  Yahoo/Bloomberg
• US Allies Warn Hormuz Is Still Mined Despite Trump Claim
  Yahoo/Bloomberg
• Data Center Backlash Is Seen as Slowing, Reshaping New Projects
  Bloomberg
• CIA Chief’s Surprise Moscow Trip Was to Warn Russia Not to Attack NATO
  WSJ
• ‘We got attacked’: Canadians unite in fury against Donald Trump’s latest tariff salvo
  FT

Afternoon

• S&P 500 falls slightly after PCE report shows sticky inflation; Nvidia earnings on deck: Live updates
  CNBC
• July data points to a mixed-bag U.S. economy
  Axios
• Bill Gates sounds the alarm on an AI transition
  Axios
• US says Chinese hackers broke into Justice Department, NASA, Federal Reserve, Senate and more
  Reuters
• Up to 50% of Planned US Data Centers Are at Risk of Delays, Kimmeridge Says
  Bloomberg
• US Corporate Profit Margins Widen to Highest on Record
  Bloomberg
• Putin Moves to Escalate War in Ukraine With Talks at Dead End
  Bloomberg
• Top Container Line Halts Russian Black Sea Service Due to Drones
  Bloomberg
• FBI Shuts Down Sprawling China-Linked Hacking Network
  WSJ
• Heat dome leaves US Southwest facing ‘dangerous’ temperatures
  FT
• El Niño’s looming threat to the global food system
  FT
• Charting the trillion-dollar TAM wars
  FT

General

• S&P 500 is little changed after PCE report shows sticky inflation; Nvidia earnings on deck: Live updates
  CNBC
• Oil drops to more than two-week low on hopes of Hormuz reopening
  Yahoo/Reuters
• Dollar and bond markets ‘on edge’ ahead of Jackson Hole as Bessent’s market intervention piles pressure on Warsh
  CNBC
• Fed’s preferred inflation gauge shows core prices rose 3.3% annually in July
  CNBC
• US economy expands at sluggish 1.5% pace in second quarter, but consumer spending stayed strong
  AP
• Mortgage rates hit highest level in 3 weeks, weakening demand further
  CNBC
• Meta settles social media addiction case with California, other states for $16.7 billion
  CNBC
• Trump: time to teach Canada you can't do this anymore
  Reuters
• US Weighs More Trade Measures Against Canada After Retaliation
  Yahoo/Bloomberg
• Iran warns of military ship ban in Hormuz under potential deal with Oman and other Middle East news
  AP
• Iran, Oman Agree to Share Strait of Hormuz Revenue, IRGC Says
  Yahoo/Bloomberg
• Iran and Oman reach accord on Strait of Hormuz, Revolutionary Guards say
  Reuters
• Trump’s new economic squeeze on Iran has a big challenge: China
  AP
• Warsh’s Peers to Highlight Global Inflation Risk at Jackson Hole
  Yahoo/Bloomberg
• Anxious investors hope for clarity on Warsh's Fed plan at Jackson Hole
  Yahoo/Reuters
• US rates need to rise soon absent evidence of ongoing drop in inflation, Fed's Collins says
  Yahoo/Reuters
• As Cook case smolders, Trump has other paths to shape Fed policy team
  Yahoo/Reuters
• Momentum, leveraged trading keep software stocks on roller coaster
  Yahoo/Reuters
• French Showdown Over Next Budget Will Be Macron’s Riskiest Yet
  Yahoo/Bloomberg
• Japan's corporate services inflation accelerates in July
  Yahoo/Reuters
• Australia inflation tops forecasts in July, adds to rate risk
  Yahoo/Reuters
• The US Can’t Fake Its Way Out of Fiscal Trouble
  Bloomberg
• How AI Is Making Cyberattacks Harder to Stop
  Bloomberg
• Copper Climbs From Record-High Close With Supply Still Tight
  Bloomberg
• Bessent Faces Credibility Test in Quest to Tame Markets
  NYT
• ‘Honeymoon’s Over’: Warsh Under Pressure as Fed Weighs Raising Rates
  NYT
• Inflation Remains Elevated as Energy Costs Push on Prices
  NYT
• The Price of Diesel, the ‘Workhorse’ of Fuels, Nears a Record High
  NYT
• A.I. Is Becoming So Powerful, It’s Stumping Those Trying to Contain It
  NYT
• Trump’s New Tariffs on Canada Raise Familiar Legal Risks
  NYT
• At Home and Abroad, Deference to Trump Turns Increasingly to Defiance
  NYT
• The Fed Chairman Is Heading to Jackson Hole Without a Clear Stance on Inflation
  WSJ
• U.S. Durable-Goods Orders Rose More than Expected in July
  WSJ
• Detroit Needs Canada More Than Rest of the U.S. Does
  WSJ
• The Canadian Bad Cop on the Front Lines of the U.S. Trade War
  WSJ
• The U.S. Is Trying to Strangle Iran’s Economy. Here’s How Tehran Is Surviving.
  WSJ
• Mark Walter’s Troubles Are Disrupting the Insurance World’s Hottest Trade
  WSJ
• Blinder: Should the Fed Raise Rates? That’s Clear as Mud
  WSJ
• How the Iranian Shahed Drone Transformed War—With China’s Help
  WSJ
• Scott Bessent’s bond intervention puts US Treasury on collision course with Fed
  FT
• Nvidia’s $200bn ‘balance sheet-as-a-service’
  FT
• The multiplying risks of financing data centres
  FT
• Insurers pile into deals allowing banks to offload default risk
  FT
• Iran war approaching Ukraine-style stalemate, says shipping boss
  FT