Daily News Links

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Thursday, June 19, 2025

Afternoon

• US Futures Drop as Mideast Escalation Risk Mounts: Markets Wrap
  Yahoo/Bloomberg
• Gold Holds as Traders Weigh Inflation Warning, Middle East Risks
  Yahoo/Bloomberg
• Trump to decide on Iran action within two weeks, White House says
  Axios
• Trump to decide on US action in Israel-Iran conflict within 2 weeks, White House says
  Reuters
• Trump faces mounting pressure at home and abroad as he weighs options on Iran
  ABC
• What are the nuclear contamination risks from Israel's attacks on Iran?
  Reuters
• What if Iran Tries to Close the Strait of Hormuz?
  Bloomberg
• In Crisis With Iran, U.S. Military Officials Focus on Strait of Hormuz
  NYT
• Regulators warn of hidden vulnerabilities in $12tn commercial property market
  FT

General

• Stocks Slide as Mideast Escalation Risk Mounts: Markets Wrap
  Yahoo/Bloomberg
• Stocks tumble, dollar up as Middle East war lights safe-haven trade
  Yahoo/Reuters
• Oil Slips as Investors Watch for Trump’s Plan on Iran Conflict
  Yahoo/Bloomberg
• Iran's leader 'cannot continue to exist', Israeli defence minister says after hospital strike
  BBC Live Updates
• Israel threatens Iran’s top leader after missiles damage hospital and wound more than 200
  AP
• Trump presses aides on whether bunker-buster plan to bomb Iran will work
  Axios
• US Officials Plan for Possible Strike on Iran in Coming Days
  Yahoo/Bloomberg
• Iran, Israel trade fresh air attacks as Trump weighs US involvement
  Reuters
• Putin and Xi condemn Israel over its Iran strikes in phone call, Kremlin says
  Reuters
• Russia warns US against 'military intervention' in Iran-Israel war
  France24
• Shell CEO Warns of ‘Huge Impact’ If Strait of Hormuz Blocked
  Yahoo/Bloomberg
• Israel-Iran war is jamming ship signals, Shell warns
  Yahoo/Telegraph
• Xi Shows No Sign of Rescuing Iran as Trump Ramps Up Pressure
  Yahoo/Bloomberg
• ICE raids and their uncertainty scare off workers and baffle businesses
  AP
• Exclusive: Japan plans to cut super-long bond sales by 10% to ease market concerns, draft shows
  Reuters
• BOJ's gloomy projections suggest no rate hike this year, ex-top economist says
  Yahoo/Reuters
• Putin says he does not want to discuss the possible Israeli-U.S. killing of Iran's supreme leader
  Reuters
• Global uncertainty puts big central banks in a tight spot
  Reuters
• US Officials Prepare for Possible Strike on Iran in Coming Days
  Bloomberg
• Trump’s Envoy to China Calls Out Threat of Foreign Supply Chains
  Bloomberg
• Auto Tariffs Seen Hiking Car Prices by Nearly $2,000 Per Vehicle
  Bloomberg
• Vietnamese Dong Drops to Record Low as Asian Currencies Weaken
  Bloomberg
• The Fed Waits Out the Tariff Economy
  WSJ
• Why Iran’s ‘Axis of Resistance’ Is Missing in Action
  WSJ
• Americans Are Side Hustling Like We’re in a Recession
  WSJ
• Tanker rates double as shipowners steer clear of Strait of Hormuz
  FT
• Why Big Tech cannot agree on artificial general intelligence
  FT
• Should we worry about Trump undermining the dollar?
  FT
• Solar bankruptcies mount as Congress slashes green energy funds
  FT
• Bank of England holds rates at 4.25% amid Middle East uncertainty
  FT

Wednesday, June 18, 2025

Evening

• US Bonds Rally Stalls as Powell Endorses a Patient Fed Approach
  Yahoo/Bloomberg
• Oil Edges Up in Turbulent Trade Amid Fears of War Escalation
  Yahoo/Bloomberg
• Trump Wraps Situation Room Meeting as Iran Plan Remains Mystery
  Yahoo/Bloomberg
• Fed leaves key rate unchanged as it awaits the impact of tariffs and Trump again scolds Powell
  AP
• Fed dot plot reveals more divided central bank, but still points to two rate cuts in 2025
  Yahoo Finance
• Trump Urges SALT Deal as Lawler Stands Firm on $40,000 Cap
  Yahoo/Bloomberg
• US Plans to Ease Capital Rule Limiting Banks Treasury Trades
  Yahoo/Bloomberg
• Regulators' plans for US bank leverage relief may underwhelm US Treasury market
  Yahoo/Reuters
• Scientists warn that greenhouse gas accumulation is accelerating and more extreme weather will come
  AP
• Fed’s Powell Says Rate Path Unclear But Tariff Impact Is Coming
  Bloomberg
• The Fed Is Just as Confused as the Rest of Us
  Bloomberg
• Social Security Warns of 23% Benefit Cut by 2034 Without a Fix
  Bloomberg
• Social Security’s Finances Erode Further and Could Spell Benefit Cuts
  NYT
• The Fed Isn’t Calling It ‘Stagflation,’ but the Risks Are Rising
  NYT
• Trump Privately Approved of Attack Plans for Iran but Has Withheld Final Order
  WSJ
• Fed’s Hawkish Tone Stirs Placid Market
  WSJ
• Donald Trump edges closer to Iran strike as military assets move into position
  FT
• Federal Reserve cuts outlook for US economy but holds interest rates steady
  FT
• Foreign Treasury holdings remain near record high despite tariff turmoil
  FT
• Steve Bannon warns Donald Trump Iran strike would ‘tear the country apart’
  FT

Afternoon

• Stocks rise as traders await Fed decision, new developments in the Middle East: Live updates
  CNBC
• Oil Falls in Turbulent Trading Amid Concerns War Will Escalate
  Yahoo/Bloomberg
• All eyes on Fed's 'dot plot' as investors look for rate cut clues
  Yahoo Finance
• Trump says he gave Iran ‘ultimate ultimatum,’ as U.S. prepares to evacuate citizens from Israel
  CNBC
• Trump knocks Fed's Powell, muses about appointing himself to lead central bank
  Yahoo/Reuters
• Iran’s Leader Stays Defiant as Trump Weighs War Intervention
  Yahoo/Bloomberg
• The housing market slump is getting worse
  Axios
• Colleges Face Major Tax Blow in Trump’s Proposed IRS Rules on Race
  Yahoo/Bloomberg
• UN Says It Has Lost Track of Iran’s Near-Bomb-Grade Uranium
  Bloomberg
• The Fed’s Dot-Plot Predicament: False Precision in Uncertain Times
  WSJ
• Social Security’s Potential Insolvency Date Moves Up One Year
  WSJ
• Prudential Unit Lends $500 Million in Private Credit to Affirm
  WSJ
• Donald Trump calls for huge rate cuts and says Fed chief is ‘stupid’
  FT

General

• Stocks little changed ahead of the Federal Reserve’s rate decision: Live updates
  CNBC
• Oil Swings in Volatile Market as Trump Spurs War Escalation Fear
  Bloomberg
• Khamenei to Trump: Iran will not surrender
  Axios
• Trump Weighs Iran Options as Israel Ratchets Up Air Strikes
  Yahoo/Bloomberg
• Iran’s leader rejects call to surrender, saying US intervention would cause ‘irreparable damage’
  AP
• Iran’s Leader Shows Defiance With US Weighing War Intervention
  Yahoo/Bloomberg
• Israel says it killed a top Iranian general as Trump warns people to flee Iran’s capital
  AP
• Oil tankers near Iran appear to be in rural Russia as signals jammed
  Reuters
• Trump tax bill would widen deficits by $2.8T after factoring in economic impacts, CBO says
  AP
• US unemployment claims dipped to 245,000 last week, hovering at historically low levels
  AP
• US single-family housing starts rise in May; permits slump
  Yahoo/Reuters
• Mortgage demand drops, even as rates fall to the lowest since April
  CNBC
• Borrowers looking for lower costs will have to wait as the Fed is unlikely to cut rates
  AP
• Fed set to hold rates steady as Middle East crisis, tariffs cloud outlook
  Yahoo/Reuters
• Analysis-Early Fed chair nomination could rattle markets
  Yahoo/Reuters
• Senate GOP leader faces pushback after members blindsided by Trump bill
  The Hill
• Japan PM Ishiba says disagreements remain with U.S. on tariff talks
  Reuters
• China’s got the world in a rare earth choke hold
  Politico
• California's economy will contract due to immigration raids and tariffs, UCLA forecast predicts
  Yahoo/LAT
• Private equity sits on $1 trillion amid uncertainties, M&A stalls, PwC says
  Yahoo/Bloomberg
• US added over 1,000 new millionaires a day last year, UBS report says
  Yahoo/Reuters
• China’s Rare Earth Exports Slump in May as Magnet Sales Curbed
  Yahoo/Bloomberg
• US-China Tech Fight Widens After Taiwan Blacklists Huawei
  Yahoo/Bloomberg
• PBOC Head Imagines New World Currency Order After Dollar Era
  Yahoo/Bloomberg
• Russia fears another loss in Middle East from Iran's conflict with Israel
  BBC
• Japan to Protect Trade Interests And Not Rush Deal, Ishiba Says
  Bloomberg
• US Plans to Ease Capital Rule Limiting Banks’ Treasury Trades
  Bloomberg
• Trump Is Driving Off Investors and Threatening the Dollar’s Reign
  Bloomberg
• US Lawmakers’ Talks With Top Taiwan Official Risks Irking China
  Bloomberg
• Trump Deploys 2,000 More National Guard Troops to Los Angeles
  Bloomberg
• Stavridis: The US Is Making the World a More Dangerous Place
  Bloomberg
• Trump Calls for Iran’s ‘Unconditional Surrender’ and Threatens Its Supreme Leader
  NYT
• Aiming at the Dollar, China Makes a Pitch for Its Currency
  NYT
• Trump Calls for Iran to ‘Surrender’ as He Weighs Military Action
  WSJ
• Israel Is Running Low on Defensive Interceptors, Official Says
  WSJ
• The Problem With Wall Street’s Fixation on the Fed Dot Plot
  WSJ
• The Biggest Companies Across America Are Cutting Their Workforces
  WSJ
• Donald Trump calls for Iran’s ‘unconditional surrender’
  FT
• Can an American bunker-buster destroy Iran’s nuclear mountain?
  FT
• Donald Trump’s abrupt G7 exit causes disquiet among other leaders
  FT
• China’s property market recovery stalls as falling prices hit sentiment
  FT
• Insurance prices jump for Strait of Hormuz sailings as conflict threatens shipping
  FT

Tuesday, June 17, 2025

Evening

• Stock futures slip ahead of the Federal Reserve’s rate decision: Live updates
  CNBC
• Oil Soars as Trump Raises Concerns of Escalating Middle East War
  Yahoo/Bloomberg
• Trump speaks with Netanyahu after crucial meeting on Israel-Iran war
  Axios
• Trump Meets With Security Team After Demanding Iran ‘Surrender’
  Yahoo/Bloomberg
• The Bombs the US Could Deploy If Trump Strikes Iran
  Yahoo/Bloomberg
• Tax Bill Lacks Votes as Senate Aims for SALT, Medicaid Deals
  Yahoo/Bloomberg
• G-7 Leaders Fail to Convince Trump to Toughen Russia Stance
  Yahoo/Bloomberg
• 'Cracks' are forming in foreign demand for US Treasury bonds, BofA says
  Yahoo
• How China Is Building a Powerful Army of Hackers
  Bloomberg
• Iran Is Preparing Missiles for Possible Retaliatory Strikes on U.S. Bases, Officials Say
  NYT
• U.S. Strike on Iran Among Options Trump Is Considering
  WSJ
• Trump’s Tariff Clock Is Ticking After G-7 Fails to Yield Deals
  WSJ
• This ‘Bunker Buster’ U.S. Bomb Could Cripple Iran’s Nuclear Ambitions
  WSJ

Afternoon

• S&P 500 falls on escalating Israel-Iran conflict, weak retail sales: Live updates
  CNBC
• Israel and Iran trade strikes as Trump says he wants 'real end' to conflict
  BBC Live
• US homebuilder sentiment skids to 2-1/2-year low, NAHB says
  Yahoo/Reuters
• Trump Ups Pressure on Iran, Fueling Fears US Will Join Conflict
  Bloomberg
• Fed’s ‘Wait and See’ Approach Is Intact as New Risks Cloud Economic Outlook
  NYT
• Trump Says Macron ‘Always Gets It Wrong’ as They Clash Over Mideast
  NYT

General

• Stocks fall on escalating Israel-Iran conflict, weak retail sales: Live updates
  CNBC
• Oil Fluctuates as Traders Watch for Israel-Iran War Escalation
  Yahoo/Bloomberg
• More Central Banks Than Ever Plan to Build Up Their Gold Hoards
  Yahoo/Bloomberg
• Wall Street Turns Wary as Mideast Risk Caps Stocks Near Record
  Yahoo/Bloomberg
• Regime change emerges as unstated goal of Israel's war in Iran
  Axios
• Trump team proposes Iran talks this week on nuclear deal, ceasefire
  Axios
• Trump Plays Down Iran-Israel Truce as He Leaves G-7 Early
  Yahoo/Bloomberg
• G7 leaders urge de-escalation in Middle East, blame Iran for ‘instability and terror’
  CNBC
• Retail sales fell 0.9% in May, worse than expected as consumers pulled back
  CNBC
• ‘Purgatory:' Fed officials left in limbo as tariffs complicate this week’s rate decision
  AP
• Fed policymakers gather amid rising geopolitical risks, unclear tariff impact
  Yahoo/Reuters
• Trump’s Latest Attack on the Fed Zooms In on Surging Debt Costs
  Yahoo/Bloomberg
• US Spending on Climate Damage Nears $1 Trillion Per Year
  Yahoo/Bloomberg
• BOJ decides to slow bond taper, keeps rates steady
  Yahoo/Reuters
• BOJ to Slow Bond Market Withdrawal After Standing Pat on Rates
  Yahoo/Bloomberg
• China's new homes demand to remain well short of 2017 peak, says Goldman Sachs
  Yahoo/Reuters
• China’s Oil Demand Will Peak Earlier Than Expected, IEA Says
  Yahoo/Bloomberg
• China Warns Iran-Israel Conflict May Spiral, Calls for Peace
  Bloomberg
• Russia Watches Israel-Iran Crisis With Few Tools to Intervene
  Bloomberg
• What’s New in the Senate Version of Trump’s Tax and Spending Bill
  Bloomberg
• Fannie and Freddie Can Never Be Truly Privatized
  Bloomberg
• BlackRock Says Super-Rich Want Private Credit as PE Returns Lag
  Bloomberg
• China Housing Demand to Stay at 75% Below Peak, Goldman Says
  Bloomberg
• Turkey Accelerates Missile Production Amid Fears of Wider War
  Bloomberg
• China Is Unleashing a New Export Shock on the World
  NYT
• Why the Fed Isn’t Cutting Rates Despite Cool Inflation
  WSJ
• Oil Tankers on Fire After Collision Off Coast of United Arab Emirates
  WSJ
• Trump Officials Weighed Broader China Tech Restrictions Ahead of Trade Talks
  WSJ
• Bank of Japan Stands Pat on Rates, Plans to Slow Bond-Buying Tapering After April 2026
  WSJ
• The era of sudden shocks — revisited
  FT
• Central banks plan to boost gold reserves and trim dollar holdings
  FT

Monday, June 16, 2025

Evening

• Stock futures fall as investors eye Israel-Iran conflict: Live updates
  CNBC
• Trump: "Everyone should immediately evacuate Tehran"
  Axios
• Trump Calls for Evacuation of Tehran as Israel Vows More Strikes
  Yahoo/Bloomberg
• Trump leaving G7 early after signaling deepening Iran-Israel conflict in social media post
  Politico
• Explosions heard in Tehran as Trump tells 'everyone' to evacuate Iranian capital immediately
  BBC Live Updates
• Israel strikes state-run Iranian TV during live broadcast after Iranian missiles kill 8 in Israel
  AP
• Senate Republicans seek tougher Medicaid cuts and lower SALT deduction in Trump’s big bill
  AP
• Senate Republicans Release Revised Tax Cuts and Debt Limit Bill
  Yahoo/Bloomberg
• Senate unveils trickiest text of Trump's "big, beautiful bill"
  Axios
• Trump hints at no more US sanctions on Russia at G7 summit
  Politico
• Trump’s Iran Choice: Last-Chance Diplomacy or a Bunker-Busting Bomb
  NYT
• Iran Looks to Trump and Nuclear Talks as Escape Hatch as Attacks Intensify
  WSJ
• Senate Trims SALT, Cuts More Medicaid in Proposed Changes to Trump Megabill
  WSJ
• Trump Struggles to Press Deportations Without Damaging the Economy
  WSJ
• Iran will only agree to talks to end Middle East crisis if Israel stops bombing
  FT
• Senate push to maintain ‘Salt’ cap imperils Trump’s tax bill
  FT

Afternoon

• Stocks Rise on Reports Iran Wants to Restart Talks: Markets Wrap
  Yahoo/Bloomberg
• Oil Drops on Signs Conflict May Spare Iranian Crude Production
  Yahoo/Bloomberg
• Israeli air war on Iran: Tehran calls on Trump to seek ceasefire
  Reuters
• G7 leaders struggle for unity as Trump says removing Russia from group was a mistake
  Reuters
• G7 leaders want to contain the Israel-Iran conflict, as Trump calls for talks between the countries
  AP
• Israel’s Air Shield Is Tested Like Never Before as Iran Fires Ballistic Missiles
  Yahoo/Bloomberg
• Many exporters no longer want dollars, US bank executive says
  Yahoo/Bloomberg
• US IPO shares doubling on their first day at fastest pace since 2021
  Yahoo/Bloomberg
• How the Israel-Iran war may develop
  FT
• Iran’s regime fights for survival
  FT
• Israel-Iran tensions test central banks’ appetite for rate cuts
  FT

General

• Stocks Rise as Conflict Spillover Fears Subside: Markets Wrap
  Yahoo/Bloomberg
• Oil Erases Gain With Iran-Israel Attacks Sparing Flows So Far
  Yahoo/Bloomberg
• Oil Options Attract Bulls in Heavy Trade as Mideast Risks Expand
  Yahoo/Bloomberg
• Israel-Iran Attacks Span Fourth Day With No Deal in Sight
  Yahoo/Bloomberg
• Israel says it has full control over Tehran's skies as both sides continue strikes
  BBC Live
• Iranian missiles hit Tel Aviv and Haifa, Israel warns of tough response
  Reuters
• Nuclear agency head warns of radiological and chemical contamination inside Iran’s main nuclear site
  AP
• What to know about the G7 summit Trump is attending
  Axios
• Trump Says ICE Ordered to Expand Deportations in Largest Cities Including New York and Chicago
  Yahoo/Bloomberg
• Senate to Unveil Trump Tax Bill Draft With SALT Fight Unresolved
  Yahoo/Bloomberg
• EU must keep 'nerves of steel' in talks with US on tariffs, Costa says
  Reuters
• China's factories slow, consumers unexpectedly perk up
  Yahoo/Reuters
• Trump Says Israel, Iran May Need to ‘Fight It Out’ Before Deal
  Bloomberg
• Ships’ Signals Jammed as Israel-Iran Strikes Affect Persian Gulf
  Bloomberg
• Japan’s Bond Chaos Heralds More Volatility Across Global Markets
  Bloomberg
• China’s Home Prices Fall Faster as Officials Pledge Support
  Bloomberg
• China Parts Suppliers Are Wary of Carmakers’ Bill Payment Pledge
  Bloomberg
• NYT] As Trump Returns to G7, Rift With Allies Is Even Deeper
• A Battered Iran Signals It Wants to De-Escalate Hostilities With Israel and Negotiate
  WSJ
• Young Graduates Are Facing an Employment Crisis
  WSJ
• Israel Races to Reshape the Middle East With Few Checks
  WSJ
• Israel Takes Control of Iran’s Skies—a Feat That Still Eludes Russia in Ukraine
  WSJ
• Chinese Spenders Open Wallets as Factories Slow
  WSJ
• Trump cuts US public spending on health science to lowest level in decade
  FT

Sunday, June 15, 2025

Evening

• Israel and Iran trade strikes for a third day and threaten more to come. Over 200 are reported dead
  AP
• Israel and Iran attacks continue as leaders warn of further retaliation
  BBC
• Oil traders brace for turmoil as Iran crisis imperils supply
  Yahoo/Bloomberg
• Mounting Israel-Iran Conflict Amps Up Geopolitical Market Risks
  Yahoo/Bloomberg
• Trump ruled out Israeli assassination of Iran's Supreme Leader, U.S. officials say
  Axios
• Traders Dive Into Options Market as Geopolitical Risk Flares
  Yahoo/Bloomberg
• Macron offers to aid in Greenland's security amid Trump threats
  Yahoo/Bloomberg
• Chips Won the Cold War. Rare Earths May Win the Next
  Bloomberg
• Gasoline Prices Likely to Rise as Israel Targets Iran’s Energy Infrastructure
  NYT
• Israel’s Fight With Iran Spreads to the Energy Sector
  WSJ
• Putin Tries to Wear Trump Down
  WSJ
• Shelton: How the Federal Reserve Fuels Fiscal Profligacy
  WSJ
• Netanyahu says ‘we’ll do what we need to do’ with Iran’s leader
  FT

General

• Israel, Iran trade blows for third day with no sign of letup
  Yahoo/Bloomberg
• More missile attacks as Trump says Israel and Iran 'should make deal'
  BBC Live Updates
• Investors on edge over Israel-Iran conflict, oil price volatility
  Yahoo/Reuters
• G7 leaders gather in Canada for a summit overshadowed by Israel-Iran crisis and trade wars
  AP
• ‘No Kings’ Rallies Draw Massive Crowds in US as Clashes Hit LA
  Yahoo/Bloomberg
• China-US Deal Didn’t Address Some Rare Earths Controls: Reuters
  Bloomberg
• The Fog of Trade War Is Causing Confusion About Price Increases
  WSJ
• A Patriotic Celebration Lays Bare the Fragile Nature of American Unity
  WSJ
• The fallout from Israel’s strikes on Iranian energy sites
  FT
• The nuclear mountain that haunts Israel
  FT
• Corporate bond defaults disappear from China’s onshore market
  FT

Saturday, June 14, 2025

General

• Israel warns ‘Tehran will burn’ as Iran fires drones and missiles in response to Israeli strikes
  AP
• Iran Fires Hundreds of Missiles at Israel as Conflict Escalates
  Yahoo/Bloomberg
• Iran warns it will target UK, US and French bases in region if they help defend Israel
  BBC Live Updates
• Wall St Week Ahead Fed meeting in focus as investors seek rate-path hints
  Reuters
• Consumers could start paying more on these items because of the Middle East conflict
  AP
• Port of LA Imports Drop 19% in May as Tariffs Hit US Businesses
  Yahoo/Bloomberg
• Cities brace for large crowds at anti-Trump ‘No Kings’ demonstrations across the US
  AP
• Trump Parade to Display Power at Home That’s Being Tested Abroad
  Bloomberg
• After Sitting Out the Iran Attack, U.S. Steps In to Help Israel Intercept Missiles
  WSJ
• More Homes Are Finally Hitting the Market, But Buyers Are Still Priced Out
  WSJ
• Trade With China Is Becoming a One-Way Street
  WSJ
• Iran hit back. But can it deter Israel?
  FT
• Surge in bond yields adds to pressure on Bank of Japan
  FT
• Tett: Oil in the new age of volatility
  FT
• Donald Trump’s show of military might prompts fears of over-reach
  FT

Friday, June 13, 2025

General

• Stocks sell off, oil surges as Israel strikes Iran
  Yahoo/Reuters
• Oil prices surge after Israel strikes Iran in major escalation of MidEast standoff
  Yahoo Finance
• Gold Jumps After Israel Launches Strikes on Iran’s Nuclear Sites
  Yahoo/Bloomberg
• Israel attacks Iran’s nuclear sites and its top military leaders. Iran retaliates with drones
  AP
• Live updates: Israel strikes Iran's nuclear facilities and kills senior military leaders, Iran retaliates with drones
  Reuters
• Live updates: Israel strikes Iran nuclear sites and military leadership as Middle East braces for retaliation
  CNN
• Israel Attacks Iran’s Nuclear Sites in Major Escalation
  Yahoo/Bloomberg
• Israel's strike on Iran was 8 months in the making
  Axios
• Ships warned to avoid Red Sea, log Hormuz voyages after Israel hits Iran
  Reuters
• Trump warns Iran: Make a deal before there’s ‘nothing left’
  Politico
• Iran plans to 'give a harsh response' to Israeli attack, Iranian security source to Reuters
  Reuters
• US consumer sentiment improves in June
  Yahoo/Reuters
• China’s tight grip on rare earths shows little sign of weakening
  CNBC
• Fed meeting in focus as investors seek rate-path hints
  Reuters
• Strait of Hormuz Is Vital, and Risky, for Shipping
  Bloomberg
• Israel-Iran Conflict Triggers Fear of ‘Death Spiral,’ Analysts Say
  Bloomberg
• How Trump’s Raids Tighten an Already Tight Labor Market
  Bloomberg
• Beijing’s Borrowing Drove Credit Growth Despite Weak Loan Demand
  Bloomberg
• Where’s the Inflation From Tariffs? Just Wait, Economists Say.
  NYT
• Your Electric Bill Is Rising Faster Than Inflation. Here’s Why.
  WSJ
• Chinese AI Companies Dodge U.S. Chip Curbs by Flying Suitcases of Hard Drives Abroad
  WSJ
• Israel launches air strikes against Iran commanders and nuclear sites
  FT
• Tett: Central banks are beginning to fret about dollar swap lines
  FT
• China’s car industry runs on empty as supply chain bills go unpaid
  FT