Daily News Links

8590 posts

Tuesday, July 7, 2026

Evening

• Stock futures are little changed as investors weigh Middle East tensions and await Fed minutes: Live updates
  CNBC
• Oil jumps after settlement as US revokes general license for Iran oil sales
  Reuters
• U.S. strikes Iran after attacks on vessels in Strait of Hormuz
  Axios
• U.S. resumes ‘powerful strikes’ on Iran after Hormuz Strait ship attacks, CENTCOM says
  CNBC
• Hormuz shipping risk raised to severe after tankers hit, reviving U.S.-Iran tensions
  Reuters
• Trump reiterates at NATO summit that Greenland should be controlled by US, not Denmark
  Reuters
• Europe may face 'more deadly weeks' as new heatwave builds, WHO warns
  Reuters
• Tech Rout Deepens as Chipmakers Fall; SpaceX Gets Bullish Calls
  Bloomberg
• Hedge Funds Shake Off Brutal March to Post Best Half Since 2021
  Bloomberg
• Oil Shipments in Strait of Hormuz in Jeopardy After Day of Attacks and Retaliation
  NYT
• French far-right leader Marine Le Pen says she will run for president
  FT

Afternoon

• Dow turns red as chip stocks tumble, oil prices gain: Live updates
  CNBC
• Oil prices rise more than 2% after attacks on tankers in Strait of Hormuz
  CNBC
• Trump renews Greenland threats at NATO summit, says U.S. could remove troops from Europe
  CNBC
• NY Fed survey reports rising near-term inflation expectations in June
  Yahoo/Reuters
• The bond market's new bet on interest rates
  Axios
• US power use to beat record highs in 2026 and 2027 as AI use surges, EIA says
  Yahoo/Reuters
• Record capital goods imports help to sharply widen US trade deficit in May
  Yahoo/Reuters
• Microsoft Replaces OpenAI, Anthropic With Own AI in Some Apps
  Yahoo/Bloomberg
• Traders Are Dumping Tech Bonds to Make Room for Amazon Debt Deal
  Bloomberg
• BlackRock Sees Private Credit Taking Bigger Role in AI Buildout
  Bloomberg
• Iran Tells UN It Has Right to Control ‘Parts’ of Hormuz Strait
  Bloomberg
• Private-Equity Firms Are Sitting on a Nine-Year Backlog
  WSJ
• Trump threatens to remove all US troops from Europe
  FT

General

• Nasdaq falls as chip stocks struggle: Live updates
  CNBC
• Stocks slip; Samsung's record profit revives jitters on AI outlook
  Reuters
• Oil prices gain as focus shifts to supply recovery and demand
  Reuters
• Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths
  Yahoo/Bloomberg
• Iran resumes attacks in Strait of Hormuz, U.S. says
  Axios
• Tanker set ablaze after being struck by projectile in the Strait of Hormuz as Iran mourns Khamenei
  AP
• Trump's Iran grudge hangs over NATO summit
  Axios
• Amazon Seeks to Raise at Least $25 Billion From Bond Sale
  Yahoo/Bloomberg
• Samsung Scores Profit Beat Due to Runaway Demand for AI Memory
  Yahoo/Bloomberg
• Big Tech data centers are driving up power bills at America's Rust Belt factories
  Reuters
• AI Productivity Gains Are Years Away, Deutsche Bank’s Reid Says
  Yahoo/Bloomberg
• Exclusive-China's DeepSeek developing its own AI chip, sources say
  Yahoo/Reuters
• Ukrainian drones hit Russia's largest refinery, in one of deepest strikes yet
  Reuters
• Saudi-Flagged Crude Oil Tanker Sustained Damage in Hormuz Strait
  Bloomberg
• Iran Missiles Reportedly Hit Ships in Hormuz, Testing US Talks
  Bloomberg
• US Trade Deficit Widens to Biggest in More Than a Year
  Bloomberg
• Tech Volatility Hits Highest Since Dot-Com Bust Next to S&P 500
  Bloomberg
• China’s PBOC Buys Most Gold Since 2023 as Bullion Swings
  Bloomberg
• Chinese Firms Leave Nvidia for Local AI Suppliers, Survey Shows
  Bloomberg
• El Niño Dry Spell Hits India’s Hydropower Output Straining Grid
  Bloomberg
• Trump Promised a Foreign Investment Boom. It’s Getting Harder to Deliver.
  NYT
• BOE Sees Heightened Threat to Financial Stability as Leverage in Equity Markets Rises
  WSJ
• Will Someone Finally Blink in the AI Spending War?
  WSJ
• Chinese Nuclear Submarine Test-Launches Long-Range Missile
  WSJ
• French far-right leader Le Pen cleared to run for president
  FT

Monday, July 6, 2026

Evening

• Stock futures are little changed after Dow tops 53,000 for first time: Live updates
  CNBC
• Traders Are Most Positive on Dollar Since 2015 as Fed Hike Looms
  Yahoo/Bloomberg
• Trump Bitcoin Reserve Faces Hurdles as Departments Seek Control
  Yahoo/Bloomberg
• Corporate Japan's rare-earth warnings get louder as China keeps the spigot closed
  Reuters
• China's booming gig economy masks job market pain, strains welfare system
  Reuters
• Khamenei funeral signals Iran's defiance and new regional order
  Reuters
• How Private Credit Is Fueling the Buy-Now-Pay-Later Boom
  Bloomberg
• Hedge Funds Turn Most Negative on the Japanese Yen Since 2007
  Bloomberg
• The Chickens Were Doing Just Fine. Then the Heat Wave Killed Millions.
  NYT
• Walmart Lowers Prices on Thousands of Items, Including Beef and Coca-Cola
  WSJ
• Iran Isn’t Just Eulogizing a Leader. It’s Sending a Message.
  WSJ
• JPMorgan, Bank of America and Other Banks Explore a Deal to Shake Up Payments World
  WSJ
• The Socialist Temptation of Sam Altman
  WSJ
• Iran’s Most Favored Strait of Hormuz Nation Is China
  WSJ

Afternoon

• Nasdaq jumps to start new week led by chip stocks, Dow briefly tops 53,000 for first time: Live updates
  CNBC
• Oil prices little changed as Saudi cuts prices, OPEC+ boosts target
  Yahoo/Reuters
• US Service Sector Expands at a Slower Pace, Hiring Picks Up
  Yahoo/Bloomberg
• U.S. services sector holds up in June
  Axios
• Waller says risks in US tilted towards high inflation
  Yahoo/Reuters
• Trump Says He Expects to Host China’s Xi in US Around Sept. 24
  Yahoo/Bloomberg
• Fed’s Waller Says ‘Forward Guidance’ Needs to Be Flexible
  Bloomberg
• Heavy Rain Triggers Flood Watches in New York and Eastern US
  Bloomberg
• Europe Faces Third Heat Wave as Fire and Power Risks Build
  Bloomberg
• Top Fed official backs new chair’s rethink of investor communications
  FT

General

• S&P 500 and Nasdaq extend gains after a strong week on Wall Street: Live updates
  CNBC
• Oil falls after OPEC+ agrees to raise output targets
  Yahoo/Reuters
• Services PMI® at 54%; June 2026 ISM® Services PMI® Report
  PR Newswire
• Heat wave's deadly impact grows
  Axios
• Why the memory chip boom is a problem
  Axios
• Unease Over Korea Leveraged ETFs Grows as Lawmakers Demand Fix
  Yahoo/Bloomberg
• Deadly Screwworm’s Leap Into the US Mystifies Health Experts
  Yahoo/Bloomberg
• Russia’s missile and drone attack on Ukraine kills at least 18
  AP
• War threatens Russian banking crisis, European intelligence report says
  Reuters
• Quant Hedge Funds Extend Worst Run Since 2023 as Momentum Slides
  Bloomberg
• Software Markdowns at Mutual Funds Hint at Private Markets’ Pain
  Bloomberg
• Europe Faces Weeks of Extreme Heat as Fire and Power Risks Build
  Bloomberg
• Extreme Heat Isn’t the Only Climate Impact Shocking Scientists
  Bloomberg
• Michael Saylor’s Strategy Is Trapped by Its Own Broken Bitcoin Math
  WSJ
• Inside the White House Campaign to Overturn a World Cup Red Card
  WSJ
• ‘There Is No Going Back’: The Inside Story of Europe’s Rupture With America
  WSJ
• Ukraine’s Shortage of Patriot Missiles Leaves Kyiv Undefended
  WSJ
• Investors must be wary of the earnings bubble
  FT
• Big investors commit billions to private credit despite turmoil
  Ft
• Trump renews attacks on Meloni with ‘restraining order needed’ post
  FT
• Nato backs Ukraine’s push to hit Russia harder, says Finnish president
  FT

Sunday, July 5, 2026

Evening

• S&P 500 and Nasdaq futures extend gains after a strong week on Wall Street: Live updates
  CNBC
• Oil Drops as Flows in Hormuz Persist and OPEC+ Flags More Supply
  Yahoo/Bloomberg
• Trump’s War Means Higher Global Interest Rates for Years to Come
  Yahoo/Bloomberg
• FIFA lifts US star striker Balogun’s red card suspension at World Cup after Trump calls Infantino
  AP
• Bond Traders Watch for Treasury Auctions, June Fed Minutes
  Bloomberg
• AI Poses Biggest Security Challenge of Decade, UK’s Cooper Warns
  Bloomberg
• FIFA Sparks World Cup Furor After Trump Intervenes Over U.S. Striker’s Red Card
  WSJ

General

• Cargo vessel in Red Sea reports coming under attack, UK maritime body says
  CNBC
• OPEC+ Ratifies Planned Oil Quota Hike as Gulf Flows Rebound
  Yahoo/Bloomberg
• AI bubble fears, the endless K-shaped economy, and insane hyperscaler capex spending
  Yahoo Finance
• Carry Traders Shift Away From Dollar for Emerging-Market Bets
  Bloomberg
• BOK Warns of Risks From Single-Stock Leveraged ETFs: Yonhap
  Bloomberg
• Wikipedia Is Battling for the Soul of the Internet
  NYT
• How Xi Jinping Steamrolls Dissent With Tactics From Stalin and Mao
  WSJ
• Ukraine striking Russian energy infrastructure at unprecedented rate
  FT

Saturday, July 4, 2026

General

• Heat wave disrupts Fourth of July events across US, strains power grids
  Reuters
• What America gets right
  Axios
• Trump extols America, rails at communism in US 250th celebration
  Reuters
• Fed's Warsh vows to 'disappoint' anyone who thinks he will tolerate inflation above 2%
  Yahoo/Reuters
• Oil’s Stunning Reversal Rekindles Fears of a Global Glut
  Yahoo/Bloomberg
• Iran’s Envoy to China Says Beijing to Get Hormuz Concessions
  Bloomberg
• Oil Terminal in Russia’s St. Petersburg Comes Under Attack
  Bloomberg
• Massive Crowds Gather in Tehran for Khamenei’s Six-Day Funeral
  WSJ

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