Daily News Links

8693 posts

Friday, August 21, 2026

General

• Stocks rebound after sell-off but remain on pace for weekly decline: Live updates
  CNBC
• Oil set for second weekly gain as US ramps up pressure on Iran
  Yahoo/Reuters
• Global stocks set for biggest weekly fall since mid-July, dollar on the defensive
  Yahoo/Reuters
• Gold rebounds as bond jitters, debt fears and weaker dollar revive bullion demand
  CNBC
• ‘Perfect storm’ brews for global food supply this winter as grain prices soar
  CNBC
• Why Treasury Secretary Bessent’s moves to calm the bond market haven’t worked so far
  AP
• Japan’s historic yen intervention has ‘turbo-charged’ the carry trade
  CNBC
• US Treasury buyback strategy falls short as debt worries persist
  Reuters
• U.S. bond intervention is like ‘paying your mortgage with your credit card,’ JPMorgan’s Sullivan says
  CNBC
• America's capital crunch: Soaring debt collides with AI spending spree
  Axios
• Analysis-US corporate AI debt surge tests investor limits as fatigue emerges
  Yahoo/Reuters
• Oil markets are tuning out Trump's "truths"
  Axios
• BofA's Hartnett Sees Pressure on Risk Assets If Bond Plan Fails
  Yahoo/Bloomberg
• Live updates: Trump warns of ‘economic D-Day’ against Iran days before six-month mark of war
  AP
• US says it will impose 'toughest sanctions in history' on Iran
  Reuters
• Iran vows 'devastating' response to US threat to cut off its economic lifelines
  Reuters
• AI data center outrage is showing up everywhere from ads to elections
  CNBC
• Tricolor Fallout Fuels Boom in Business for Collateral Checkers
  Reuters
• Euro zone business activity growing at fastest pace since November, PMIs show
  Yahoo/Reuters
• Japan's core inflation accelerates in July, bolsters case for rate hike
  Yahoo/Reuters
• The drone war is coming for global shipping
  Politico
• Authers: Bessent Must Envy When the Grownups Were in Charge
  Bloomberg
• It Didn't Take Long for the White House to Undermine the Fed
  Bloomberg
• China Plans New Fiscal Support Policies Soon Amid Slowdown
  Bloomberg
• Japan’s Upcoming Budget Requests in Spotlight Amid Fiscal Fears
  Bloomberg
• The Message Behind Trump’s Threats of ‘Economic Warfare’ Against Iran
  NYT
• Iran Must Plan to Overcome ‘Unjust’ U.S. Sanctions, Top Tehran Official Says
  NYT
• 2 Hijackings in 4 Days: Somali Piracy Rises
  NYT
• Politicians Turn Against Data Centers as Anger Over AI Spreads
  WSJ
• Is America Still Capable of Enforcing the World Order?
  WSJ
• Scott Bessent takes on bond vigilantes in $32tn Treasury market
  FT
• How money-market funds are providing stock market rocket fuel
  FT
• What is Jane Street?
  FT
• Bitcoin and gold surge as Bessent’s bond market intervention weighs on dollar
  FT

Thursday, August 20, 2026

Evening

• Stock futures are little changed after a steep sell-off sparked by a move back higher in Treasury yields: Live updates
  CNBC
• US Treasury buyback strategy falls short as debt worries persist
  Yahoo/Reuters
• Fed and Treasury appear at odds when it comes to the markets
  Axios
• Warsh faces Fed independence test as Bessent moves in on central bank’s turf
  CNBC
• Romanian jet blasts drone near offshore gas platform, president blames Moscow
  Politico
• Trump Risks China Blowback With Plan to Isolate Iran’s Economy
  Bloomberg
• How the A.I. Borrowing Binge Helps Drive Up Government Bond Yields
  NYT
• What is Scott Bessent doing with the $32tn Treasury market — and will it work?
  FT

Afternoon

• Wall St hits two-week lows as rising bond yields, Walmart results drag
  Reuters
• Pressure builds anew in the bond market as Walmart drags the US stock market lower
  AP
• Oil hits more than three-week high as Trump tries to raise pressure on Iran
  Yahoo/Reuters
• Bessent Says Buybacks May Be More Than $4 Billion Per Issue
  Yahoo/Bloomberg
• Bessent to Detail US Plans to Isolate Iran’s Economy on Monday
  Yahoo/Bloomberg
• Bessent’s Treasury Twist Clouds Warsh’s Plea to ‘Play the Ball’
  Bloomberg
• Anthropic Expects to Match SpaceX’s Record IPO Size or Top It
  Bloomberg
• Private Credit Makes a Big Pivot as Direct Lending Funds Shrink
  Bloomberg
• US Housing Affordability Gauge Worsens for First Time Since 2023
  Bloomberg
• Treasury Turns to Interventionist Tactics to Lower Interest Rates
  NYT
• Quant hedge funds suffer worst day in 2 years as Treasury boosts buyback and Moderna shares leap
  FT
• The US Treasury is buying long bonds, but not very many
  FT

General

• Stocks lower as Treasury yields reverse Bessent-driven decline, Walmart tumbles: Live updates
  CNBC
• Bond relief ebbs, stocks fall as investors question Treasury's rescue efforts
  Yahoo/Reuters
• Oil hits 3-week high on Middle East supply concerns amid war impasse
  Reuters
• Dollar at three-month low as Treasury moves to soothe bond jitters
  Yahoo/Reuters
• Iran dismisses US economic threats and other developments in the Middle East
  AP
• Trump announces ‘economic warfare’ on Iran, threatens ‘tremendous’ consequences for its backers
  CNBC
• Trump warns of economic consequences for any country that supports Iran
  Reuters
• US unemployment claims dropped to 206,000 last week with layoffs still sparse
  AP
• The data center fight is heating up. Here's how they work
  Axios
• Hyperscalers’ Off-Grid Power Push Comes With Risks
  Yahoo/WSJ
• China Says Trump’s Economic Warfare Won’t Solve Iran Crisis
  Yahoo/Bloomberg
• Treasury's upsized buybacks may complicate Fed's monetary policy work
  Yahoo/Reuters
• Dollar Risks Becoming Biggest Loser From Bessent’s Bond Buying
  Yahoo/Bloomberg
• The U.S. might miss its foreign Treasury buyers
  Axios
• The new kingmakers: Crypto, AI and betting firms fuel record spending on the 2026 midterms
  Reuters
• US 30-Year Bonds Erase Gains From Treasury’s Buyback Surprise
  Bloomberg
• Bond Yields Are ‘Elephant in Room’ Stock Investors Are Ignoring
  Bloomberg
• Dudley: It Won’t Take Much to Burst the Stock Market Bubble
  Bloomberg
• Emerging FX Gains as ‘Bessent Put’ Burnishes Carry Trade Appeal
  Bloomberg
• Corn Breaks $5 Level as US Crop Tour Points to Tighter Supplies
  Bloomberg
• China’s Property Crisis: From Evergrande Collapse to Spiraling Prices
  Bloomberg
• How the $32 Trillion Treasury Market Influences the Economy
  NYT
• The Treasury Market’s Coveted Status as a Safe Haven Is Fading
  WSJ
• Trump Threatens Iran With ‘Economic D-Day’
  WSJ
• Trump’s Plan to Squeeze Iran’s Economy Will Live or Die in Dubai
  WSJ
• U.S. Workers Are Paying More for Healthcare, and Next Year Will Be Worse
  WSJ
• California’s AI Dominance Fuels $366 Billion Venture Capital Bonanza
  WSJ
• Philadelphia Area Manufacturing Activity Continued to Expand in August
  WSJ
• Dwindling Patriot Supplies Leave Kyiv in the Line of Fire
  WSJ
• ‘Treasury demand has become materially more valuation-sensitive’
  FT
• Demand for tankers soars as Gulf oil producers search for ways to export cargoes
  FT
• 140 years of banking crises and bailouts
  FT

Wednesday, August 19, 2026

Evening

• US yields drop after Treasury offers liquidity support
  Yahoo/Reuters
• Oil prices settle near 4-week high as Middle East crisis escalates
  Yahoo/Reuters
• Global yields fall after US Treasury boosts debt buybacks
  Yahoo/Reuters
• US debt crosses $40 trillion threshold after doubling under Trump and Biden
  Yahoo/Reuters
• Treasury Bond Buybacks Evoke Memory of Fed’s ‘Operation Twist’
  Yahoo/Bloomberg
• Treasury’s Potentially Limitless Buybacks Cloud T-Bill Outlook
  Yahoo/Bloomberg
• An alarmed bond market gets the Trump administration to act again
  AP
• ‘Many’ Fed officials think higher rates will be needed if inflation stays high
  AP
• Fed officials warned rate hikes may be needed if inflation stays high
  Axios
• U.S. Debt Hits $40 Trillion as America’s Borrowing Binge Continues
  NYT
• More Fed Officials Lost Patience About Elevated Inflation at Latest Meeting
  NYT
• U.S. Debt Just Topped $40 Trillion: How We Got Here
  WSJ
• Fed Minutes Reveal Broader Support for Rate Increases
  WSJ
• Bessent Leans Into His Role as America’s Bond Trader in Chief
  WSJ
• US government debt hits $40tn as borrowing rises at historic rate
  FT

Afternoon

• Wall St recovers as yields ease; Moderna lifts healthcare stocks
  Reuters
• Oil prices up 1%, near 3-week high as Middle East crisis escalates
  Yahoo/Reuters
• US yields head lower after Treasury offers liquidity support
  Yahoo/Reuters
• Treasury to double down on buybacks to steady bond market
  Axios
• Iran war, said to be over "very soon," nears 6 months
  Axios
• ‘The Treasury Is Watching’: Bessent’s Buybacks Jolt Bond Market
  Bloomberg
• Fuelmakers Run US Plants at Fastest Pace Since Iran War Erupted
  Bloomberg
• How the U.S. Navy Is Helping Get Oil Through the Strait of Hormuz
  NYT
• Why Scott Bessent Is Playing With the Treasury Market
  WSJ
• North Korea Rejects Trump’s Drills-Cut Overture as an Empty Gesture
  WSJ
• Private credit risks remain at large
  FT
• Grain prices surge as Ukraine war chokes off Black Sea ports
  FT
• The US munitions crisis goes back further than Iran
  FT

General

• Stocks higher as Treasury unveils plan to relieve bond market pressure: Live updates
  CNBC
• Yields pull back from multi-year highs after Treasury Department says it will double government debt repurchase size
  CNBC
• Oil hovers near three-week high on uncertainty over Hormuz
  Reuters
• Japan bond yields near 3% as inflation, fiscal worries mount
  Yahoo/Reuters
• Treasury announces upscaled buyback operation for longer-term debt, sending yields lower
  CNBC
• Hormuz traffic slows as uncertainty over waterway persists
  Reuters
• Trump pauses tariffs on Canadian imports, Carney says key work remains
  Reuters
• Demand from US data-center boom radiates out through factory supply chains
  Reuters
• Weekly mortgage demand stalls along with interest rates, but rates are now moving higher again.
  CNBC
• Behind the Curtain: The new existential threat to AI
  Axios
• Record Pace of Bond Sales Jolts Europe Out of Its Summer Lull
  Yahoo/Bloomberg
• Analysis-Japan has few answers as bond rout puts fiscal plans at risk
  Yahoo/Reuters
• The bond market is sounding an alarm. Here’s what it means.
  WP
• Bessent Boosts Debt Buybacks After Yields Hit Multi-Decade Highs
  Bloomberg
• Carry Traders Pivot to Swiss Franc After Yen Volatility Spikes
  Bloomberg
• The $19 Trillion Bond Question Confronting Central Banks
  Bloomberg
• Korea Bears Brunt as Higher Bond Yields Weigh on Chip Stocks
  Bloomberg
• Japanese Stocks Slide as Bond Market Anxiety Hits AI Sentiment
  Bloomberg
• Ocean Heat Waves Threaten to Supercharge Storm Season in Europe
  Bloomberg
• Threatening Friends and Courting Enemies in Trump’s ‘Upside-Down World’
  NYT
• Bonds Are Getting Hammered, and Wall Street Says the Rout Won’t End Anytime Soon
  WSJ
• Iran’s Attacks on Ships in Hormuz Mount, Testing U.S. Military Restraint
  WSJ
• Inside Big Tech’s Frantic Race to Quell the Growing Backlash to AI
  WSJ
• US Treasury to double buybacks of long-term government debt
  FT
• The US economy is running hot
  FT
• America’s brands lose their magic
  FT
• Global food security may be collateral in Ukraine war
  FT

Tuesday, August 18, 2026

Evening

• Stock futures are little changed after S&P 500 posts third straight losing day: Live updates
  CNBC
• Oil closes at three-week high as hopes of US-Iran peace deal fade
  Yahoo/Reuters
• Tech Stocks Slide With Bond Yields at Decade Highs
  Yahoo/WSJ
• UAE Says Iran Fired Two Missiles at Country as War Drags On
  Yahoo/Bloomberg
• US and Canada hold last-minute talks to stop Trump’s 50% tariffs
  AP
• Trial for Meta begins with states arguing its platforms preyed on vulnerability of young brains
  AP
• Texas Grid Predicts Record Demand as Heat Rises, Wind Power Sags
  Bloomberg
• Bond Sell-Off Sends Borrowing Costs to Highest Level Since 2007
  NYT
• US chip stocks slide as government borrowing costs hit multiyear highs
  FT
• Soaring diesel prices rip across US economy
  FT

Afternoon

• Tech selloff pulls Wall Street to two-week lows as oil and yields climb
  Reuters
• Global bond markets put governments on notice over fiscal, inflation risks
  Reuters
• Trump says no talks scheduled with Iran as he teases action in Hormuz Strait
  CNBC
• America's debt is getting more expensive
  Axios
• US housing market remains under pressure in July; factory output rises
  Reuters
• Trump says US has no talks planned with Iran and other news from the Middle East
  AP
• Why Ukraine Is Ramping Up Its Aerial War Against Russia
  WSJ

General

• S&P 500 falls, hurt by rising Treasury yields and oil prices: Live updates
  CNBC
• Bonds, stocks jolted as Middle East tensions shatter market calm
  Reuters
• 30-year Treasury yield tops 5.33%, new 19-year high on inflation, spending concerns
  CNBC
• Japan's 10-year yield hits three-decade peak on inflation worries
  Reuters
• Global Bond Rout Sends Long-Term Borrowing Costs to Highest in Decades
  Yahoo/Bloomberg
• Hormuz Strait to remain shut until U.S. meets interim deal conditions, Iran says
  Reuters
• Ship attacked during Strait of Hormuz transit and other news from the Middle East
  AP
• Trump Takes Hard Line on Iran as Hormuz Standoff Drags On
  Yahoo/Bloomberg
• Trump torches allies as Iran exposes limits of hard power
  Axios
• Hormuz crossings rise slightly from weekend, remain in single digits, data shows
  Reuters
• US single-family housing starts slide in July
  Yahoo/Reuters
• Analysis-As US debt mounts, investors demand higher returns to lend
  Yahoo/Reuters
• Price pain point: Why inflation could get worse
  Axios
• Emerging Assets Halt Rally on Higher Oil Prices, Bond Selloff
  Bloomberg
• BofA Poll Sees Few Bears Left as Investors Pile Into Stocks
  Bloomberg
• Traders Short French Bonds as Fight Over Budget Set to Escalate
  Bloomberg
• Klarna Cuts Revenue Guidance and Is Searching for New CFO
  Bloomberg
• Supply Crunch Grips Copper Market as Key Spread Flares Out
  Bloomberg
• Canadian Firms Have $360 Billion of Private Credit Exposure, Mostly in US
  Bloomberg
• Facing Quagmire in Iran, Trump Turns to a Familiar Face: North Korea’s Kim Jong-un
  NYT
• It’s Crunchtime Again for Canada to Avoid New U.S. Tariffs
  NYT
• Global Government Bond Yields Hit Multiyear Highs
  WSJ
• Why Trump Is Threatening Again to Bomb Oman
  WSJ
• Iran-Backed Houthis Threaten Coast Along Red Sea Chokepoint
  WSJ
• See How Europe’s Rivers Are Drying Up and Threatening Its Economy
  WSJ
• Global bond sell-off deepens
  FT
• Forget the bond rout, fund managers are in party mode
  FT
• AI hasn’t gone rogue. It’s worse than that
  FT
• Seoul rattled by Trump’s threat to drills at heart of US alliance
  FT
• Here’s Apollo’s big First Brands short presentation
  FT

Monday, August 17, 2026

Afternoon

• S&P 500 falls as oil prices rise amid Iran tensions: Live updates
  CNBC
• US Bond Selloff Drives 30-Year Yields to Highest Since 2007
  Yahoo/Bloomberg
• Iran threatens to go on offensive in Strait of Hormuz if diplomacy with US fails
  Reuters
• Trump says Iran should surrender, threatens to bomb Oman
  Reuters
• US home builder sentiment ticks up in August but remains weak overall
  Yahoo/Reuters
• One neutral rate estimate suggests Fed's policy stance is accommodative, paper says
  Yahoo/Reuters
• The global stakes of China's slowdown
  Axios
• Nvidia Will Back OpenAI Project With as Much as $105 Billion
  Bloomberg
• Citadel Securities Says Spiking Yields Reflect Fed Policy Risk
  Bloomberg
• Microsoft-Tied ‘Project Odyssey’ Bond Lures Buyers at Junk Yield
  Bloomberg
• Russia Is Already Waging Hybrid War in Europe, Latvia Says
  Bloomberg
• ‘Buy Now, Pay Later’ Lenders Pitch Loans for Needs Like Electricity and Rent
  NYT

Evening

• Stock futures are little changed after Wall Street starts the week with losses, hurt by higher oil prices and rising yields: Live update
  CNBC
• Trading Day: Bonds play the blues
  Yahoo/Bloomberg
• 30-year Treasury yield tops 5.31%, the highest in 19 years
  CNBC
• Jane Street’s $15 Billion Loss Lays Bare Its Hedge Fund Side
  Yahoo/Bloomberg
• Anthropic Revenue Run Rate Surpasses $65 Billion Ahead of IPO
  Yahoo/Bloomberg
• US High-Grade Bond Sales Set August Record in Year Full of Them
  Bloomberg
• Foreign Holdings of Treasuries Fell in June, Led by Japan Drop
  Bloomberg
• As Iran Truce Expires and Options Shrivel, Trump Lashes Out
  NYT
• Nation’s Largest Reservoirs Are Drying Up, Threatening Life in the Southwest
  NYT
• How Wall Street Sussed Out That Situational Awareness Was On the Ropes
  WSJ
• US tech stock correction likely, warn ECB economists
  FT
• Mark Carney in last-ditch effort to avoid Donald Trump’s latest tariffs
  FT

General

• S&P 500 flat as traders weigh AI optimism vs. Iran tensions: Live updates
  CNBC
• Oil rises as US-Iran peace talks stall, Hormuz shipping slows
  Reuters
• Dollar Extends Slide as Traders Scale Back Fed Tightening Bets
  Yahoo/Bloomberg
• From kangaroos to dim sum, foreign borrowers rush into Asia-Pacific bond markets
  Reuters
• AI Is Driving Up Treasury Yields: ‘It Just Touches Everything’
  Yahoo/Bloomberg
• What rising Treasury yields are telling us
  Axios
• Trump threatens to ‘bomb’ Oman if it ‘gets in the way’ as U.S.-Iran ceasefire expires
  CNBC
• Iran works to finalize Strait of Hormuz agreement with Oman, and other Middle East news
  AP
• Japan Q2 growth misses forecasts on weaker spending, investment
  Yahoo/Reuters
• Canada's July annual inflation accelerates to 3% as gasoline rebounds
  Yahoo/Reuters
• China’s Economic Woes Mount With Disappointing Start to Half
  Yahoo/Bloomberg
• China new home prices stagnant in July as demand stays weak
  Yahoo/Reuters
• Ukraine takes aim at Russia’s economy and morale by attacking online retailer
  AP
• New York Factory Activity Expands by Most Since End of 2021
  Bloomberg
• Japan’s Bond Yields Climb on BOJ Hike Bets, Fiscal Concerns
  Bloomberg
• BOJ Should Raise Rates at Every Meeting, Ex-Currency Chief Says
  Bloomberg
• Banks Cheer as Trump’s Regulatory Rollback Spreads to Europe
  Bloomberg
• Brazil Economic Activity Suffers Biggest Drop in Over a Year
  Bloomberg
• China’s Chip Industry Is Having a Breakout Moment
  Bloomberg
• Iran Is Bracing for Conflict Abroad and at Home
  NYT
• Why Big Tech’s AI Spending Is $3 Trillion Higher Than It Seems
  WSJ
• Trump Threatens to Bomb Oman if It ‘Gets in the Way’ of Iran Conflict
  WSJ
• Iran’s Secret Plan to Escalate the War
  WSJ
• Growing Rate-Hike Bets Push 10-Year JGB Yield to Three-Decade High
  WSJ
• People are worried about America’s solvency
  FT
• Private credit under strain as troubled loans swell
  FT
• A leaderboard of the biggest trading losses of all time
  FT
• The cost of drought
  FT
• War and climate change drive surge in cost of shipping through global chokepoints
  FT
• The new AI super-rich are reshaping the market for jets, yachts and cars
  FT
• Ferrari’s first EV auctioned off at record $40mn
  FT

Sunday, August 16, 2026

Evening

• Stock futures are little changed after S&P 500 posts three-week win streak: Live updates
  CNBC
• US 20-Year Bond Sale to Test Demand as Yield Curve Steepens
  Yahoo/Bloomberg
• Shipping slows through Strait of Hormuz after tanker attacks, data shows
  Reuters
• Trump tells Hegseth to cut back U.S.-South Korea drills
  Axios
• Trump orders Pentagon to scale back joint exercises with South Korea
  AP
• Skyrocketing Beef Prices Finally Have Americans Reaching Their Spending Limit
  Yahoo/Bloomberg
• How AI Models From OpenAI and Anthropic Went Rogue
  WSJ

General

• Bonds Face a Bigger Threat Than the Fed as Global Rates Climb
  Yahoo/Bloomberg
• With Fed mum on next move, investors look to earnings to keep stocks afloat
  Yahoo/Reuters
• At AI-Fueled Market Party, Wall Street Eyes the Rates Punch Bowl
  Yahoo/Bloomberg
• Scoop: Inside Trump's secret backchannel to Iran's Revolutionary Guard
  Axios
• US pulls last aircraft carrier in Asia as Trump focuses on Iran and the Western Hemisphere
  AP
• Ukraine launches one of its largest aerial attacks of the war, killing at least 6 people in Russia
  AP
• NATO fighter jet shoots down drone over Romania
  Politico
• Bond Traders Are Agonizing Over $70 Billion of Shadow Credit Backstops For AI Companies
  Bloomberg
• Traders Get Pickier After Big Run in $886 Billion EM Debt Market
  Bloomberg
• As Iran War Turns Into Economic Battle, a New U.S. Strategy Recalls Old Ones
  NYT
• As China Pushes to Expand in Asia, Trump Focuses on Iran
  NYT
• With A.I. Riches at Stake, Pressures Mount to Share the Wealth
  NYT
• Central Banks Are Stuck in a Rinse-and-Repeat Cycle of Crises
  WSJ
• The Risk-Amplifying Strategy That Led to Big Losses at Situational Awareness
  WSJ
• Big Manufacturers Find New Demand in Equipping AI Data Centers
  WSJ
• This Sprawling Chinese Refinery Is Bankrolling Tehran
  WSJ
• The Colorado River Is Shrinking. See How Authorities Are Trying to Save It.
  WSJ
• Big Tech’s data centre boom poised to drive up carbon emissions
  FT

Saturday, August 15, 2026

General

• Iran defiant on strait as Trump tells Americans to accept high gasoline prices
  Reuters
• Iran, Oman Hone in on Hormuz Strait Deal as Ship Attacks Mount
  Yahoo/Bloomberg
• Depleted strategic oil reserve nears level that raises concerns about damage to caverns, operations
  CNBC
• Iran rejects ‘delusions’ after Trump says he wants the Strait of Hormuz to be a U.S. territory
  NBC
• Jane Street took $15 billion hit in July tied to Situational Awareness, AI selloff, sources say
  Reuters
• Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say
  Reuters
• A Chinese lab's new model is nearly as good at hacking as U.S. AI
  Axios
• Rhine water sinks to another record low and transport shifts to land
  Reuters
• What Bessent’s Economic Isolation Of Iran Could Look Like
  Bloomberg
• As Inflation Eats Up Pay Gains, Workers Fall Behind
  NYT
• The Iran War Is Now About Who Blinks First Under Economic Pressure
  WSJ
• Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center
  WSJ
• Jane Street suffers $15bn hit after meltdown at Situational Awareness
  FT
• US aircraft carrier furore is emblem of growing disquiet over Iran war
  FT
• Traders are spoiling for a fight over the yen
  FT