Daily News Links

8693 posts

Friday, July 3, 2026

General

• Global stocks climb as US jobs data cools Fed hike fears
  Reuters
• Oil prices stable as US-Iran peace efforts hold
  Reuters
• Extreme heat wave threatens U.S. power grids and July 4 travel
  CNBC
• Wall St Week Ahead Investors look for Fed clues, earnings signs as tech wobbles
  Reuters
• Goldman dominates first-half M&A as dealmaking surges in EMEA
  Reuters
• The AI Trade Is Losing One of Its Key Signals
  Yahoo/Bloomberg
• Powerful general in Iran emerges from hiding as Tehran prepares for Khamenei’s dayslong funeral
  AP
• Ukraine proves it can hit Russia almost anywhere
  Axios
• Inside Taiwan's nightmare scenario: Chinese blockade, earthquake, sabotage and invasion
  Reuters
• Sweltering Heat Dome Threatens US Holiday Events and Power Grids
  Bloomberg
• US Stocks Post Largest Outflows in Over Three Months, BofA Says
  Bloomberg
• Venezuelans Frustrated by Earthquake Response Want New Presidential Elections
  Bloomberg
• China Services Gauge Fares Better Than Forecast Despite Slip
  Bloomberg
• The Hottest Stock Markets Lead to the Biggest Losses
  NYT
• Trump’s Huge Windfall Has Few Known Global Precedents
  NYT
• See How Europe’s Heat Waves Melted the Alps’ Glaciers
  NYT
• This Year’s Job Market Is Shaping Up to Be Surprisingly Stable
  WSJ
• Investors Seek to Pull Nearly $16 Billion From Private-Credit Funds
  WSJ
• Software Loans Hit Rough Patch Even Before AI Fears Triggered SaaS-Pocalypse
  WSJ
• AI Data Centers Use Far More Water Than Most Tech Giants Report
  WSJ
• Former Top General Warns the Military Is Being Politicized
  WSJ
• Trump’s Brokerage Accounts Made Big Trades Around ‘Liberation Day’ Tariffs
  WSJ
• Surging Wall Street profit forecasts fuel fears of ‘earnings bubble’
  FT
• Donald Trump’s $2.2bn windfall invites comparisons with global strongmen
  FT
• China steps up claims over sea east of Taiwan
  FT

Thursday, July 2, 2026

Evening

• Citadel’s hedge funds post broad first-half gains, top performing strategy sidesteps quant selloff
  CNBC
• Trump Says Fed’s Warsh Faces Board That’s a ‘Bit Hostile’
  Bloomberg
• Trump Allies Double Down on Efforts to Reshape Federal Reserve
  Bloomberg
• Wall Street Bets Rallying Markets Will Absorb Every Market Blow
  Bloomberg
• Invesco’s Brill Gives SpaceX Bond a Red Card for ‘Very Sloppy’ Performance
  Bloomberg
• Trump’s Brokerage Accounts Made Big Trades Around ‘Liberation Day’ Tariffs
  WSJ
• What to Know About the Heat Dome, in Three Charts
  WSJ
• How Machado’s Return to Venezuela Got Derailed After U.S. Resistance
  WSJ
• ‘Heat dome’ over eastern US sends electricity prices soaring
  FT

Afternoon

• Dow rises to record, Nasdaq falls again as chipmakers struggle: Live updates
  CNBC
• Job seekers giving up: Labor force participation rate falls to lowest in 50 years, outside of Covid era
  CNBC
• Heat adds to strains on areas with data centers, raising the temperature on AI debates
  AP
• Finding freedom from the heat on July 4th will be a challenge in eastern US
  AP
• Hedge funds reap June gains by piling into short bets but lose on oil, sources say
  Reuters
• AI Debt Deluge Makes Credit Market Look Safer While Masking Risk
  Bloomberg
• White House’s Hassett Criticizes Powell for Staying on at Fed
  Bloomberg
• JPMorgan Says Saylor’s Strategy Adds New Risk to Bitcoin Market
  Bloomberg
• Blackstone’s QTS Abandons Massive Data Center in Virginia
  Bloomberg
• Trump Financial Disclosure Shows 21,000 Trades in 2025
  Bloomberg
• Energy Department Orders Data Centers to Tap Backup Power
  NYT
• What Private Credit Is, and Why Investors Are So Worried About It
  NYT
• Private Credit Can’t Stop the ‘Freak Out’
  NYT
• U.S. Dangles Rewards for Opening the Strait of Hormuz. Iran Isn’t Budging.
  WSJ
• The ‘Five Alarm’ Risks Facing the Power Grid This Summer
  WSJ
• Heat Waves Are Becoming a Chronic Drag on the Economy
  WSJ
• New York City Hasn’t Built This Many Apartments Since 1965
  WSJ
• Russia Pounds Ukraine’s Capital in One of War’s Largest Attacks
  WSJ
• The chip rally is tightening tech’s grip on Wall Street
  FT

General

• Stocks gain as chip stocks bounce, weak jobs report eases interest rate pressure: Live updates
  CNBC
• Samsung Electronics, SK Hynix shares tumble over 7% as chip rout spreads from Wall Street
  CNBC
• US hiring falls to just 57,000 in June amid elevated inflation, global turmoil
  AP
• U.S. filings for jobless aid fall to 215,000 as layoffs remain at historically healthy levels
  AP
• Iran warns oil tankers to use approved routes in Strait of Hormuz or face a ‘forceful response’
  AP
• US, Iran talks conclude in Doha, focused on Strait of Hormuz
  Reuters
• In Sintra, world's central bankers find ally in new Fed chief
  Reuters
• Whiskey Barrel-Backed Loans Are Plummeting in Value With Americans Drinking Less
  Yahoo/Bloomberg
• Extreme heat dome sizzles NYC, Philadelphia, Boston, DC into July Fourth weekend
  Weather.com
• Japan shifts to ambush intervention tactics against yen short sellers, sources say
  Reuters
• UK Consumer Loan Default Gauge Jumps to Highest Since 2009
  Yahoo/Bloomberg
• A major Russian attack kills 20 in Kyiv as Ukrainian strikes batter Moscow’s oil sector
  AP
• Putin’s economy is running on fumes after Ukrainian attacks
  Politico
• Russian Gasoline Shortage Begins to Spill Into Central Asia
  Yahoo/Bloomberg
• Leveraged ETFs Are Just the Tip of the Iceberg
  Bloomberg Important
• Tech Rally Chasers Make Calls Priciest Since 2007 Next to S&P
  Bloomberg
• CoreWeave Junk Bonds Slide Further as Investors Question AI Boom
  Bloomberg
• Two Blue Owl Private Credit Funds Impose Caps After Redemption Requests
  Bloomberg
• SpaceX Is Junk. That’s What the Bond Market Says
  Bloomberg
• US Tech Rout Sours Mood For Japan, South Korean Chip Stocks
  Bloomberg
• Japan 10-Year Bond Sale Sees Weaker Demand on Inflation Concerns
  Bloomberg
• Sliding Yen, Robust Economy Give BOJ More Grounds for Early Hike
  Bloomberg
• Asia Deals Top $750 Billion Despite Mayhem in Parts of the World
  Bloomberg
• French Heat Wave May Have Slashed Corn Crop by Up to a Third
  Bloomberg
• Explosions Rock Ukraine’s Capital
  NYT
• Trump Pledged No Forever Wars. Now He Risks Forever Talks With Iran.
  WSJ
• Eurozone’s Labor Market Shows Resilience as Unemployment Touches Record Low
  WSJ
• Yet another ‘quant tremor’ strikes systematic investors
  FT Important
• Americans prepare for most expensive July 4 celebration ever
  FT
• Can Kevin Warsh tame the Fed’s $7tn balance sheet?
  FT
• OpenAI proposes handing Trump administration 5% stake
  FT
• Blue Owl hit by $4.7bn of redemption requests as investor exodus persists
  FT
• Battery start-ups see ‘crazy’ demand to smooth power surges in data centres
  FT

Wednesday, July 1, 2026

Evening

• Stock futures are little changed after weak start to July trading; jobs report ahead: Live updates
  CNBC
• Oil Extends Decline as Barrels Flow Through Strait of Hormuz
  Yahoo/Bloomberg
• US and Iran hold separate meetings in Qatar and agree to continue discussions
  AP
• U.S. tries to talk Iran out of tolls as talks resume in Doha
  Axios
• Federal Reserve Chair Warsh emphasizes political independence, signals focus on inflation
  AP
• Top central bankers are eager to rewrite the playbook
  Axios
• Wall Street Worries Less Fed Talk Will Spur Market Volatility
  Yahoo/Bloomberg
• AI Money and Anxiety Are Powering This Election Cycle
  Yahoo/Bloomberg
• One Leveraged ETF Is Reshaping Trading in World's Top AI Memory Stock
  Bloomberg
• M&A Volume to Stay Strong in Second Half, Says Sullivan’s Sawyer
  Bloomberg
• A Taiwan Crisis Is Coming — and Xi May Not Wait
  Bloomberg
• Crypto Brought Trump a Huge Windfall, Even as Many Investors Lost Big
  NYT
• U.S. Plunges Trade Pact With Canada and Mexico Into Doubt
  WSJ
• Crypto Bets and Real Estate Deals: Inside Trump’s $2 Billion Year
  WSJ
• The Trump Family and ‘Honest Graft’
  WSJ

Afternoon

• Dow rises to fresh record to start July; Nasdaq struggles as chipmakers decline: Live updates
  CNBC
• Fed's Warsh plans to harness better economic data within a year
  Yahoo/Reuters
• Fed Chief Kevin Warsh declines to hint at July rate decision, but says inflation ‘too high’
  CNBC
• Trump’s $1.4 Billion Haul Makes Him Biggest US Crypto Moneymaker
  Yahoo/Bloomberg
• AI hopes and fears dominate global central bank meet
  Reuters
• Warsh Signals Long Road Ahead for a Smaller Fed Balance Sheet
  Bloomberg
• US Crude Grades Shed Iran War Premium as Energy Crisis Eases
  Bloomberg
• US Car Payments Hit a Record $777 a Month as Down Payments Drop
  Bloomberg
• Pimco Warns Private Credit ‘Confidence Gap’ to Reveal Weak Funds
  Bloomberg
• How the Iran War Ignited a Clash Between Trump and the Saudi Crown Prince
  NYT
• Warsh Says Inflation Outlook Has Improved but Won’t Say if Fed Should Hike
  WSJ
• The World’s Top Economists Are Sounding the Alarm on AI
  WSJ
• Millennium and Point72 gain as hedge funds rebound from Iran war
  FT

General

• Nasdaq drops to start July as investors dump chip stocks after blockbuster first half: Live updates
  CNBC
• Oil falls as markets await outcome of Iran-US talks, US stocks data
  Reuters
• U.S. Treasury yields edge higher as investors await Fed Chair Warsh’s comments
  CNBC
• Private employers added 98,000 jobs in June, fewer than expected
  Yahoo Finance
• US private payrolls gains slow in June; planned layoffs drop 53%
  Reuters
• Warsh hits the international stage with peers sharing an inflation problem
  Yahoo/Reuters
• Wall Street’s AI Race Is Fueling New Fears of Crowded Trading
  Yahoo/Bloomberg
• In a warning sign, analysis shows publicly traded credit funds are unprofitable
  Reuters
• Global M&A Tops $2.5 Trillion After First-Half Deals Surge
  Yahoo/Bloomberg
• Global AI wave revs up Asian factories, offsetting war-induced pain
  Yahoo/Reuters
• Japan business mood hits 8-year high, builds case for BOJ rate hikes
  Yahoo/Reuters
• China resale home prices fall faster in June, shows private survey
  Reuters
• Ukrainian drone attacks on oil refineries plunge Russia into a summer fuel crisis
  AP
• Emerging Market Currencies Erase 2026 Gains as Dollar Advances
  Bloomberg
• AI’s Trillion-Dollar Debt Binge Fuels Century-Old Private Market
  Bloomberg
• Ukraine’s Missiles Now Have Almost Half of Russia in Reach
  Bloomberg
• What to Know About the State of North American Trade Talks
  NYT
• Trump Pulled in at Least $2 Billion After Returning to the White House
  NYT
• Trump Briefed on All-Out War Options in Iran but Opts to Stick With Talks
  WSJ
• A Dispute Over Opening Hormuz Drives a Wedge Into U.S.-Saudi Relations
  WSJ
• Equity-Market Fundraising at Most Exuberant Since 2021, Mergermarket Says
  WSJ
• How the Supreme Court Navigated a Momentous Term With Trump
  WSJ
• South Korea’s Exports Surge by Most Since 1978 on Red-Hot Demand for Chips
  WSJ
• Putin Faces a Political Crisis as Fuel Shortages Ripple Through Russia
  WSJ
• US fossil fuel power spending to beat China for the first time in decades
  FT
• Record sea temperatures in June push world into ‘uncharted’ waters
  FT
• World Cup tickets and crypto sales: five things we learnt from Donald Trump’s financial disclosure
  FT
• Bodies pile up at Venezuela’s morgues as state services break down
  FT

Tuesday, June 30, 2026

Evening

• Dow futures dip after blue-chip index posts strongest first-half performance since 2021: Live updates
  CNBC
• Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarter
  CNBC
• Takeaways from Supreme Court term: Trump’s power is enhanced, but he lost some high-profile cases
  AP
• Trump Reports at Least $1.2 Billion in 2025 Crypto Earnings
  Yahoo/Bloomberg
• US expected to not extend USMCA, starting a decade-long countdown for trade pact
  Reuters
• Emergency Ordered for Largest US Power Grid as Record Heat Nears
  Bloomberg
• Venezuela Quake Death Toll Nears 2,000; Machado Stuck in Panama
  Bloomberg
• Stocks Notch Strongest Quarter Since 2020
  NYT
• The U.S. Added 1,200 New Millionaires a Day Last Year
  WSJ

Afternoon

• Dow rises as index heads for best first half in 5 years, Nasdaq set for best quarter since 2020: Live updates
  CNBC
• Job openings stayed at a surprisingly strong 7.6 million in May; U.S. labor market proves resilient
  AP
• Consumer confidence ticks up as gas prices fall but Americans remain gloomy about the economy
  AP
• Fed's Hammack tells CNBC rate hikes may be needed to quell high inflation
  Yahoo/Reuters
• The Fed's independence is still on the line
  Axios
• Aid workers warn of infectious diseases, overwhelmed hospitals after Venezuela quakes
  AP
• Canada's GDP rebounds in April, posts 0.5% growth on monthly basis
  Reuters
• Bank of England considers AI ‘kill switch’ to stop market meltdown
  Yahoo/Telegraph
• Bitcoin Slides Below $60,000 as Strategy Selloff Refuels Anxiety
  Bloomberg
• Treasury Market’s June Rally Bails Out Quarter and First Half
  Bloomberg
• Iran’s Diverging Priorities Are Jeopardizing U.S. Peace Talks
  WSJ
• Grilling Burgers on the 4th? Get Ready to Pay Up
  WSJ
• How an AI Bust Could Ripple Through The Global Economy
  WSJ
• Saudi sovereign-wealth fund Struggles to Find Winning Investments
  WSJ
• Put a ‘kill switch’ in AI traders to stop meltdown, says Bank of England
  FT

General

• Dow flat as it heads for best first half in 5 years, Nasdaq set for best quarter since 2020: Live updates
  CNBC
• Japanese yen sinks to 40-year low, keeping intervention risks in focus
  CNBC
• Stocks surge in stellar quarter; dollar hits gold and yen
  Reuters
• Oil set for steepest quarterly loss since 2020 as traders focus on US-Iran talks
  Reuters
• Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings
  Yahoo/Bloomberg
• HSBC Says ‘Explosive’ Dollar Rally Is Among Biggest Pain Trades
  Yahoo/Bloomberg
• U.S. envoys arrive in Qatar for meetings on Iran amid tensions following weekend attacks
  AP
• Uncertainty over Qatar diplomacy clouds prospects for US-Iran deal
  Reuters
• The AI boom's historical warning
  Axios
• With independent agencies imperiled, Fed may face further pressure despite Cook win
  Reuters
• Trump now 'hates' his own trade deal. But he'll have a hard time killing it.
  Politico
• China factory activity grows faster than expected in June on tech export demand
  CNBC
• Emerging Market Bond Sales Hit $450 Billion as Spreads Narrow
  Bloomberg
• Japan’s Super-Long Bond Yields Climb as Fiscal Concerns Grow
  Bloomberg
• BOE’s Breeden Warns AI Agents Risk Causing Market Meltdowns
  Bloomberg
• AI Leverage Is More Worrying Than Valuations, IMF’s Adrian Says
  Bloomberg
• Bessent Says Only China Buying Iranian Oil, Others Are Wary
  Bloomberg
• South Korea Tightens Property Curbs as Chip Boom Spurs Home Prices
  Bloomberg
• Morgan Stanley Warns of Oil Glut and Cuts Forecasts on Hormuz
  Bloomberg
• The World Now Has 3,302 Billionaires and They’re Getting Richer
  Bloomberg
• U.S. Home Price Growth Edged Up in April
  WSJ
• U.S. Quake-Relief Efforts Collide With Anger at Venezuela’s Government
  WSJ
• Magnificent Seven stocks shed $2.3tn in Wall Street tech rotation
  FT
• How the great wealth transfer is rattling Wall Street
  FT
• Businesses face up to budget-busting AI bills
  FT
• World Bank drops climate finance target under US pressure
  FT

Monday, June 29, 2026

Evening

• Dow futures are little changed after blue-chip index posts new record close: Live updates
  CNBC
• US and Iran negotiators head to Doha, but meeting uncertain
  Reuters
• Oil stocks in US Strategic Petroleum Reserve fall by 5.5 million to lowest level since 1983
  Reuters
• Iran Ratchets Up Talk of Controlling Hormuz Ahead of New Talks
  Bloomberg
• Takaichi Aims to Shape Legacy With Unprecedented Economic Plan
  Bloomberg
• Strategy Abandons ‘Never Sell Bitcoin’ Mantra in Bid to Outlast Crypto Winter
  WSJ
• U.S.-Backed Venezuelan Government Blocks Opposition Leader’s Flight Home
  WSJ

Afternoon

• Dow jumps 300 points for first close above 52,000, powered by new member Alphabet: Live updates
  CNBC
• Oil settles up on US-Iran strikes; cautious hopes for shipping cap gains
  Yahoo/Reuters
• US and Iran pause strikes but disagree over next steps on talks
  AP
• Iran says this. The U.S. says that. A look at the trickiest issues in the unresolved conflict
  AP
• Supreme Court says Fed’s Cook can keep her job for now, but it upholds other Trump firings
  AP
• What the Supreme Court’s ruling in the Cook case means for Federal Reserve independence
  AP
• Cook Ruling Marks the Latest Setback for Pulte’s Fraud Campaign
  Yahoo/Bloomberg
• Soaring US Equity Funding Costs Risk Spilling Over to Repo Rates
  Bloomberg
• Citadel Securities Warns of ‘Shifting Landscape’ Under Warsh Fed
  Bloomberg
• JPMorgan Says Private Muni-Bond Accounts Swell to $1.6 Trillion
  Bloomberg
• Trump Renews Threat to Fire Fed Governor in Wake of Court Loss
  NYT
• In San Francisco, Even $180,000 Tech Salaries Are No Longer Enough
  NYT
• The Biggest Winner in Lisa Cook Case? Fed Chairman Kevin Warsh
  WSJ
• AI Data Centers Have Been Great for the Steel Industry. Now, a Power Crisis Looms.
  WSJ
• Strategy’s Turnaround Plan Includes Stock Buyback, Bitcoin Sales and More Reserves
  WSJ

General

• Stocks jump as tech shares gain, U.S.-Iran agree to halt hostilities: Live updates
  CNBC
• Oil Rises as US and Iran Set to Halt Attacks Following Flare-Up
  Yahoo/Bloomberg
• Asia stocks adrift as Middle East worries meet rate-hike bets
  Reuters
• Dollar poised for best month in nearly a year; eyes on jobs data, Gulf tension
  Reuters
• Microsoft’s $570 Billion Rout Sets Up Its Worst Month Since 2000
  Yahoo/Bloomberg
• Bitcoin ETFs Set for Worst Month With $4 Billion in Outflows
  Yahoo/Bloomberg
• Trump says Iran has requested a meeting, but Iranian officials say nothing has been scheduled
  AP
• US and Iran Set for Fresh Talks in Doha After Halting Attacks
  Yahoo/Bloomberg
• Hormuz Traffic Drops Off as Vessel Attacks Raise Fresh Concerns
  Yahoo/Bloomberg
• Borrowed money fueling US stock rally is getting more expensive
  Reuters
• Why Wall Street wants to talk about Kevin Warsh
  Axios
• Student loan shake-up hits July 1: Here's what to know
  Axios
• SpaceX IPO sparks race for luxury housing in Southern California
  Yahoo/LAT
• South Korean president to unveil massive AI and chip investment drive
  Yahoo/Reuters
• China debuts overnight reverse repos at 1.25%, below market expectations, sources say
  Reuters
• China Escalates Takaichi Feud by Blacklisting More Japan Firms
  Yahoo/Bloomberg
• China places 20 Japanese entities on export control list for dual-use items
  Reuters
• SpaceX Pushes US Share Sales to Record $251 Billion at Midyear
  Bloomberg
• Strategy Says It May Sell Up to $1.25 Billion of Bitcoin
  Bloomberg
• The Real Danger of These Hot New Derivatives Is Being Ignored
  Bloomberg
• PBOC’s New Overnight Rate Said Below Forecasts in Hint at Easing
  Bloomberg
• China Blacklists More Japan Entities as Takaichi Feud Deepens
  Bloomberg
• Japan Protests China Maritime Claims Near Southern Island
  Bloomberg
• Iran Risks Peace Talks With U.S. to Maintain Leverage Over Strait
  NYT
• How Warsh Has Begun to Change the Fed
  NYT
• China Emerges as a Relative Winner From Strait of Hormuz Crisis
  NYT
• The Trillion-Dollar Borrowing Binge Lifting the Stock Market to Risky Heights
  WSJ
• Freight shipping costs surge as companies race to beat new Trump tariffs
  FT
• AI fuels record $200bn M&A boom in US power sector
  FT
• Europe risks starting winter with gas stocks at 15-year low
  FT
• The new AI-based world order
  FT
• The leap of faith behind SpaceX’s mega bond deal
  FT
• Donald Trump and how strongman leaders fall
  FT

Sunday, June 28, 2026

Evening

• Stock futures rise along with oil prices as traders weigh U.S. attacks on Iran over the weekend: Live updates
  CNBC
• Oil rises as renewed U.S.-Iran strikes reignite Middle East supply fears
  CNBC
• U.S. and Iran agree to halt strikes and meet this week, U.S. official says
  Axios Important
• Trump's U-Turn on Iran Sanctions Would Unravel Decades of Curbs
  Yahoo/Bloomberg
• Dangerous heat wave impacting large swathes of the U.S. this week, forecasters warn
  CBS
• Private Credit Is Making Bets on Consumer Debt at a Precarious Time
  Bloomberg
• Samsung, SK Reportedly to Invest $1.3 Trillion Over 10 Years
  Bloomberg
• U.S. and Iran Agree to Stop Fight Over the Strait of Hormuz
  WSJ
• BIS Sees Peril for Economy, Financial System in AI Investment Boom
  WSJ
• A $55 Billion Safety Net? Government Tab to Prop Up American Farms Is Rising
  WSJ
• Iran Is Winning the Battle of Hormuz
  WSJ
• Venezuela Is Desperately Searching for 50,000 Missing After Earthquakes
  WSJ
• Putin says Russia faces fuel shortages as Ukrainian drones strike refineries
  FT

General

• AI jitters meet a jobs report and falling oil prices: What to watch this week
  Yahoo Finance
• Iran attacks Bahrain and Kuwait following US strikes and threatens to halt talks to end the war
  AP
• US airstrikes again hit Iran as Tehran strikes Bahrain and Kuwait, further imperiling interim deal
  AP
• U.S.-Iran ceasefire could go up in flames
  Axios
• Iran, US continue escalating attacks, recriminations over peace deal
  Reuters
• Behind the scenes: How shared fear of Iran led to an Israel-Lebanon deal
  Axios
• AI Bust Risks Ripple Effects From Growth to Credit, BIS Says
  Yahoo/Bloomberg
• BIS says debt, AI boom and fragilities raise global risks
  Reuters
• Record heatwave disrupts Europe as France warns death toll set to rise
  Reuters
• Hawkish Fed Throws Down Challenge for Emerging-Market Bond Rally
  Bloomberg
• Vague Language of U.S.-Iran Deal Comes Back to Haunt Peace Efforts
  NYT
• U.S., Iran Carry Out New Strikes, Testing Fragile Ceasefire
  WSJ
• Kevin Warsh Invokes Alan Greenspan to Shrink the Fed—and Strengthen Its Chair
  WSJ
• Chip Makers Are Profiting Off AI at the Expense of Just About Everyone Else
  WSJ
• How Some Private-Equity Managers Collect Big Fees on Paper Gains
  WSJ
• A Rising Star’s Abrupt Fall Shows Xi’s Crackdown on Overambitious Officials
  WSJ
• AI ‘exuberance’ risks ending in lengthy investment bust, BIS warns
  FT
• Mines will hold back Strait of Hormuz shipping for months, CEO warns
  FT

Saturday, June 27, 2026

Evening

• U.S. launches fresh Iran strikes as Trump threatens to "complete the job"
  Axios Breaking
• US military says it struck multiple targets in Iran as ceasefire is strained by 2nd day of attacks
  AP Important
• The memory shortage shaking Apple and Microsoft is ‘existential crisis’ for smaller players
  CNBC
• Tech Equity Sales Renew AI Debt-Binge Worries
  Yahoo/Bloomberg
• Frustration grows in Venezuela as earthquake death toll reaches 1,430
  AP
• Warsh Makes Debut on the Global Stage With the Class of 2008
  Bloomberg
• South Korea’s New ETFs Are So Risky Investors Have to Take a Test. Can You Pass It?
  WSJ
• Venezuela earthquake death toll climbs amid anger over slow response
  FT

General

• Wall St Week Ahead: Jobs data, rate bets in focus as US stocks close solid first half
  Reuters
• Iranian drones attack Bahrain and a ship is struck in the strait after US airstrikes
  AP
• Tanker struck in Hormuz as Iran, US trade attacks in worst escalation since peace deal
  Reuters
• Iran, US Trade Accusations of Violating Ceasefire After Strikes
  Yahoo/Bloomberg
• Supreme Court ruling, ECB conference likely to further frame Fed chief Warsh's early tenure
  Reuters
• Scoop: Powerful Anthropic model, Fable 5, on track to return soon
  Axios
• Germany gripped by record temperatures as European heatwave moves east
  Reuters
• Ukraine's drones take the war to Russia
  Axios
• Tanker Struck in Hormuz as Navies Lift Threat Level to Ships
  Bloomberg
• Soaring iPad, Xbox Prices Reveal Pain of Memory Chip Mess
  Bloomberg
• Renewed Strikes Threaten Setback to Shipping Recovery in Persian Gulf
  NYT
• How Much Have Airfares Risen With High Jet Fuel Costs?
  NYT
• Mideast Fighting Widens With Attacks on Bahrain, Hormuz Tanker
  WSJ
• Donald Trump warns of 100% tariff on countries implementing digital services tax
  FT
• ‘Tit-for-tat’ trade warfare threatens global economy, says IMF chief economist
  FT
• SpaceX bonds sell off days after AI and rocket group’s $25bn debt deal
  FT