Daily News Links

8489 posts

Friday, May 1, 2026

General

• S&P 500 rises to kick off May trading as oil falls, Apple shares jump: Live updates
  CNBC
• Oil prices fall on report Iran sent response to draft peace agreement
  CNBC
• Aluminum Gains as Trump Vows to Maintain Naval Blockade on Iran
  Yahoo/Bloomberg
• Japan Likely Spent About $34.5 Billion on Yen Intervention
  Yahoo/Bloomberg
• Iran gives the U.S. new response on draft peace deal
  Axios
• Iran sends proposal for negotiations with US to mediator
  AP
• Live updates: Trump administration says war in Iran has been ‘terminated’ before 60-day deadline
  AP
• Risks From Iran War Sway Minneapolis Fed President’s Dissent
  Yahoo/WSJ
• Fed's Hammack says no longer appropriate to signal rate cut bias
  Yahoo/Reuters
• Pivotal US-Iran war deadline approaches with no end in sight for conflict
  Reuters
• Pentagon calls timeout on War Powers
  Axios
• Iran is Accelerating Efforts to Dig Out Missiles and Munitions
  MSN/NBC
• Trump threatens Sánchez and Meloni with US troops withdrawal
  Politico
• Stavridis: The Chokepoint Economy Starts With Hormuz
  Bloomberg
• ‘Golden’ or ‘Garbage’: Milken Signals New Era for Private Credit
  Bloomberg
• Private Credit’s Retail Risk Draws Scrutiny From Global Watchdog
  Bloomberg
• Jane Street’s Record Year Translates Into a $2.68 Million Payout Per Employee
  Bloomberg
• The World’s Central Banks Are Wrestling With a Gigantic Problem
  NYT
• Why Countries Are Stocking Up on Gold
  NYT
• Trump’s Plans to Boost Weapons Production Might Not Deliver for Years
  NYT
• Iran Is Grasping for a Solution to an American Blockade It Can’t Break
  WSJ
• How Private-Credit Funds Keep Debt Off Their Balance Sheets
  WSJ
• AI Investment Boosted Economic Growth, While Consumers Tapped the Brakes
  WSJ
• The swap arsenal
  FT
• Trump vs Kimmel: inside Disney chief Josh D’Amaro’s baptism of fire
  FT
• Huawei’s AI chip sales surge as Nvidia stalls in China
  FT

Thursday, April 30, 2026

Evening

• Stock futures are little changed after the S&P 500 hits a record to wrap April’s trading: Live updates
  CNBC
• Trump Says Iran Blockade Working After Oil Hits Wartime High
  Yahoo/Bloomberg
• Meta Sells $25 Billion of Debt as Investor Worry, Fatigue Builds
  Yahoo/Bloomberg
• AI Debt Investors Show Fatigue After $300 Billion Binge
  Yahoo/Bloomberg
• Trump’s call to reduce US troops in Germany shocks Pentagon
  Politico
• Fitch Warns US Debt Burden Is ‘Far Above’ Other AA Rated Nations
  Bloomberg
• Citi’s Bhatia Warns of Private Credit ‘Tourists’ Forced to Sell
  Bloomberg
• First Brands Creditor Sues Auditor BDO Over Missed Red Flags
  Bloomberg
• Trump Says He’s Open to Reducing US Troops in Spain, Italy
  Bloomberg
• What a $24 Million Home Sale Tells Us About San Francisco’s Comeback
  WSJ

Afternoon

• Meta tanks 9%, Alphabet climbs 7% as each company raises capex spend
  CNBC
• Oil retreats after hitting four-year high on concern of US-Iran war escalation
  Yahoo/Reuters
• Yen Soars as Traders Say Japan Intervened After ‘Final’ Warning
  Yahoo/Bloomberg
• California gas prices hit $6 per gallon as fuel costs jump nearly 30 cents in a week across the U.S.
  CNBC
• Iran threatens painful response if US renews attacks
  Reuters
• America's national debt is now larger than the entire economy
  Yahoo Finance
• CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan
  Yahoo/Bloomberg
• Meta Gets $96 Billion of Orders for Its Latest Jumbo Bond Sale
  Yahoo/Bloomberg
• Taiwan Blows Past Forecasts With Economic Growth at 39-Year High
  Yahoo/Bloomberg
• Pain at the Pump Is Intensifying for US Consumers as Iran War Drags On
  Bloomberg
• Only Iran-Linked Traffic Moves Through Hormuz Amid Blockades
  Bloomberg
• Dollar Wraps Worst Month Since June as Haven Trade Unwinds
  Bloomberg
• DOJ Readies Fed Subpoena Appeal After Closing Powell Probe
  Bloomberg
• RBI’s Short Dollar Book Surges Past $100 Billion for First Time
  Bloomberg
• Behind Powell’s High-Stakes Decision to Stay at the Fed
  NYT
• Blue Owl Expands Other Businesses With Private Credit in Turmoil
  WSJ
• Wheat Prices Jump as Drought Threatens U.S. Output
  WSJ
• Jay Powell’s defiant curtain call
  FT
• ECB and BoE warn of interest rate rises as central banks grapple with Middle East shock
  FT

General

• Stocks rise, boosted by strong earnings and a decline in oil prices: Live updates
  CNBC
• Oil Drops From Four-Year High as War Fear Vies With Economic Hit
  Yahoo/Bloomberg
• Yen surges as Japan reportedly intervenes to counter currency weakness
  Reuters
• Whiplash on European markets as oil tumbles off four-year high, yen spikes
  Reuters
• Core inflation rate hit 3.2% in March, as expected; GDP grew 2% in first quarter
  CNBC
• Key inflation gauge jumps to highest level in 3 years as Iran war spikes gas prices
  AP
• U.S. jobless aid filings fall to 189,000 despite economic headwinds and war in Iran
  AP
• Stagflation risks stacking up as Iran war enters third month
  Reuters
• Scoop: Commanders to brief Trump on new Iran military options Thursday
  Axios
• Trump Says He Rejects Iran’s Hormuz Offer, Sustains Blockade
  Yahoo/Bloomberg
• Trump said his blockade would cause Iran’s oil industry to ‘explode’ this week. Why that won’t happen
  CNBC
• Kevin Warsh wanted a family fight at the Fed. Oil has provided the spark
  Reuters
• Trump says ABC should fire talk show host Kimmel soon
  Reuters
• Iran’s New Leader Pledges to Guard Nuclear and Missile Tech
  Bloomberg
• Yen Surges to Two-Month High After Fresh Verbal Intervention
  Bloomberg
• Dudley: Kevin Warsh Has No Good Reason to Lower Rates
  Bloomberg
• US Big Tech Ratchets Up AI Spending Past $700 Billion This Year
  Bloomberg
• Meta Looks to Raise as Much as $25 Billion With Jumbo Bond Sale
  Bloomberg
• Mexican Economy Posts Largest Drop in a Quarter Since 2020
  Bloomberg
• Vanke State Backer Books $5.5 Billion Loss, Most in Two Decades
  Bloomberg
• Ukraine Strikes Key Russian Refinery, Pumping Station in Perm
  Bloomberg
• U.S. Debt Tops 100% of GDP
  WSJ
• Iran War Lifts Fed’s Targeted Inflation Metric
  WSJ
• Powell Won’t Leave. The Fed Won’t Cut. Warsh Will Have to Deal With Both
  WSJ
• As Hormuz Traffic Stalls, U.S. Pitches New Coalition to Get Ships Moving Again
  WSJ
• Trump Weighs Pulling Some U.S. Troops From Germany in Spat With Chancellor
  WSJ
• AI Has Made Memory Chips One of the World’s Most Profitable Products
  WSJ
• Ten-Year Bund Yield Hits 15-Year High as Surging Oil Price Lifts Bond Yields Globally
  WSJ
• Bond investors brace for ‘volatile’ Federal Reserve transition as Powell stays on
  FT
• Jay Powell vows to keep ‘low profile’ as Federal Reserve governor
  FT
• Google outpaces rivals as Big Tech’s AI spending plans rise to $725bn
  FT
• Blue Owl draws in $9bn as private credit market cools
  FT
• Citadel Securities is feeling its OATs
  FT
• Starwood real estate fund halts redemptions as bet on lower interest rates bites
  FT

Wednesday, April 29, 2026

Evening

• S&P 500 futures are little changed after ‘Mag 7’ titans Alphabet, Amazon report earnings: Live updates
  CNBC
• Brent oil tops $118 after Trump says he will blockade Iran until it agrees to a nuclear deal
  CNBC
• Yen Falls Below 160 Per Dollar to Weakest Mark Since 2024
  Yahoo/Bloomberg
• Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO
  Yahoo/Bloomberg
• Alphabet ups 2026 capex to as much as $190 billion, expects to ‘significantly increase’ in 2027
  CNBC
• Meta’s Reality Labs lost over $4 billion in first quarter
  CNBC
• Powell to remain as Fed governor, denying Trump a key vacancy
  Axios
• Warsh hints at a new reading of the Fed’s power over swap lines amid UAE discussion
  CNBC
• UK borrowing costs hit highest since 1998
  Yahoo/Telegraph
• Powell Says He’ll Stay at Fed as Governor With ‘Low Profile’
  Bloomberg
• The Fed Officials Who Dissented at Powell's Last Meeting as Chair
  Bloomberg
• Bessent Says Powell Staying On Is ‘Violation’ of All Fed Norms
  Bloomberg
• A Battle of the Drones Looms Between China and Taiwan
  Bloomberg
• Brazil Central Bank Trims Interest Rate to 14.5% as Economy Slows and Inflation Firms
  Bloomberg
• Takeaways from Powell’s final Fed meeting as chair
  NYT
• A.I. Spending Sets a Record, With No End in Sight
  NYT
• Powell to Remain on Fed Board, Citing Legal Pressure From Trump
  WSJ
• Kevin Warsh Inherits a Fracturing Fed
  WSJ

Afternoon

• Stocks slide as oil jumps and Fed leaves rates the same: Live updates
  CNBC
• Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO
  Yahoo/Bloomberg
• Federal Reserve keeps key rate unchanged even as four officials dissent, most in almost 34 years
  AP
• Jerome Powell says he will continue to serve as a Fed governor even after chairmanship ends
  CNBC
• Fed holds rates steady but with highest level of dissent since 1992
  CNBC
• Pentagon Says US Has Spent $25 Billion on Iran War So Far
  Yahoo/Bloomberg
• Powell Says He’ll Stay at Fed for ‘Period of Time’ After Term as Chair Ends
  Bloomberg
• Fed Holds Rates, Three Officials Dissent Against Easing Bias
  Bloomberg
• Trump Says He Rejects Iran Hormuz Offer, Keeps Blockade
  Bloomberg
• Oil Charges Toward $120 With No End in Sight to US-Iran War
  Bloomberg
• Oil Shock Will Hit Asia Harder Than the 1970s
  Bloomberg
• Fed Closes Powell Era With Rates on Hold and Divide Over What Comes Next
  WSJ

General

• Oil prices extend multi-day rally as Trump issues new threat to Iran; Brent tops $114 per barrel
  CNBC
• Crop Prices Hit Highest Since 2023 as War and Bad Weather Bite
  Yahoo/Bloomberg
• Trump Tells Aides to Prep for Lengthy Hormuz Blockade, Report Says
  Yahoo/Bloomberg
• Trump threatens Iran with AI picture of himself with a gun: ‘No more Mr. Nice guy!
  CNBC
• Live updates: Hegseth to face Congress for first time since Iran war began
  AP
• Fed likely to leave rates unchanged at what may be Powell’s last meeting, as Warsh to advance
  AP
• Powell's tenure as Fed chief, bookended by Trump, draws to a close
  Yahoo/Bloomberg
• US goods trade deficit widens in March as imports rise sharply
  Reuters
• Mortgage rates are rising again, but homebuyers are trickling back
  CNBC
• U.S. warns banks of sanctions risk over China ‘teapot’ refineries handling Iranian oil
  CNBC
• Trump's $1.5 Trillion Defense Plan Draws Rare Republican Pushback
  Yahoo/Bloomberg
• US Has More Natural Gas Than It Can Use as War Chokes Global Supply
  Yahoo/Bloomberg
• Behind the Curtain: We've been warned
  Axios
• German inflation accelerates to 2.9% in April as energy costs soar
  Reuters
• Spanish Inflation Rises Further as Iran War Drives Energy Prices Higher
  Yahoo/WSJ
• Rare earth mining is poisoning Mekong River tributaries, threatening ‘the world’s kitchen’
  AP
• US Core Capital Goods Orders Surge by Most Since 2020
  Bloomberg
• US Housing Starts Surge to Highest Level Since December 2024
  Bloomberg
• America’s Bond-Market Privilege Is Disappearing as US Debt Soars
  Bloomberg
• Blue Owl Scrutiny to Ramp Up With Shares Near ‘Doomsday’ Levels
  Bloomberg
• Natural Disasters Are Rewriting Home-Insurance Costs. See How It Impacts You
  MSN/WSJ
• Pentagon Detailed $1.5 Trillion Budget Request Last Week
  MSN/WP
• Xi Has $1.2 Trillion Rare Earths Leverage Ahead of Trump Visit
  Bloomberg
• America’s Broken Politics Are Dragging It Down a Fiscal Black Hole
  Bloomberg
• What to Watch at the Federal Reserve’s April Meeting
  NYT
• Trump Tells Aides to Prepare for Extended Blockade of Iran
  WSJ
• The Global Energy Order Is Breaking Down
  WSJ
• Australia’s Consumer Inflation Jumps on Oil Shock
  WSJ
• How Jay Powell repelled Donald Trump’s attacks on the Federal Reserve
  FT
• Ken Griffin suggests wealthy individuals do not understand private credit risks
  FT
• How OpenAI’s $500bn data centre venture Stargate has shifted shape
  FT
• Greenland ice sheet and Europe’s glaciers shrink further, scientists say
  FT

Tuesday, April 28, 2026

Evening

• Trump administration launches Disney probe after Jimmy Kimmel’s Melania joke
  FT
• AI Worries Have Returned to Wall Street. Now Come Earnings
  WSJ
• Despite Trade Turmoil, Canada’s Economy Is Expected to Grow and Deficit to Fall
  NYT
• Toyota Suppliers Start to See Shortages Due to Iran Conflict
  Bloomberg
• AI Power-Gear Spending in US Surging Up to $65 Billion
  Bloomberg
• US Warns of Sanctions Risks for Chinese Refiners of Iranian Oil
  Bloomberg
• UAE Exit Blindsides OPEC and Threatens to Shake Its Grip on Oil
  Bloomberg
• California Jet Fuel Woes Deepen as Asia Flows Hit Decade Low
  Bloomberg
• Bond Traders Ramp Up Wagers Hedging for 5% Yields as Oil Surges
  Bloomberg
• Trump slams German Chancellor Merz over Iran
  Politico
• King Charles: The hidden messages in his speech to Congress
  Politico
• US FCC reviewing Disney's ABC station licenses after Jimmy Kimmel joke
  Reuters
• James Comey indicted again, this time over "86 47" photo
  Axios
• Iran’s Guards seize wartime power, blunting Supreme Leader's role
  Reuters
• Trump, unhappy with latest peace proposal, says Iran 'figuring out its leadership'
  Reuters
• Here’s everything to expect when the Fed issues its latest interest rate decision Wednesday
  CNBC
• US pump prices near 4-year high on Iran war disruption, refinery outages
  Reuters

Afternoon

• Sinking AI stocks and rising oil prices weigh on Wall Street
  AP
• Oil Back Above $110 as World Awaits US Response to Iran Proposal
  Yahoo/Bloomberg
• OpenAI-Linked Stocks Slump on Report It Missed Key Targets
  Yahoo/Bloomberg
• Live updates: United Arab Emirates says it will exit OPEC, while US-Iran negotiations stall
  AP
• Trump claims Iran told U.S. it wants Strait of Hormuz open ASAP
  Axios
• Trump Says Iran Wants Hormuz Open in Tussle Over War’s End
  Yahoo/Bloomberg
• [AP US consumer confidence inches higher in April despite Iran war, soaring gasoline prices
• Data Center-Tied Debt Slides as OpenAI Report Fuels Angst
  Bloomberg
• BofA Sees Record May for High-Grade Sales, Topping $190 Billion
  Bloomberg
• JPMorgan’s Dimon Warns Again on Risks of Credit Downturn
  Bloomberg
• Wheat Highest Since 2024 as Drought, Fertilizer Costs Hit Supply
  Bloomberg

General

• S&P 500 slips as oil rises, Nasdaq futures slide on OpenAI report: Live updates
  CNBC
• Oil Climbs as US Weighs Iran Proposal With Hormuz Still Shut
  Yahoo/Bloomberg
• OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
  CNBC
• UK Bond Selloff Sends 10-Year Yield Back to 5% Ahead of BOE Meet
  Yahoo/Bloomberg
• Live updates: US appears cold to Iranian proposal to end the war without nuclear deal
  AP
• Trump to Address Iran Proposal ‘Soon’ as Oil Rises Further
  Yahoo/Bloomberg
• Trump not happy with latest Iran proposal to end the war, US official says
  Reuters
• The Iran conflict is the new Cold War
  Axios
• Americans feel worse off financially than at any point in 25 years, Gallup finds
  Axios
• United Arab Emirates says it will leave OPEC effective May 1
  AP
• Will Powell stay or go? Fed chair may reveal next steps after central bank meeting Wednesday
  AP
• Trump pursues new import taxes to replace the tariffs the Supreme Court rejected
  AP
• BOJ's Split Vote on Rates Marks Most Hawkish Divide of Ueda Era
  Yahoo/Bloomberg
• Ukraine hammers Russian Black Sea oil facilities
  Politico
• Trump’s Art of the Deal Collides With Iran’s Patient Diplomacy
  Bloomberg
• Reopening the Strait of Hormuz Will Take More Than US Power
  Bloomberg
• BlackRock Says Higher Government Bond Yields Are Here to Stay
  Bloomberg
• How Populist Anger Fuels US ‘Tax the Rich’ Movement
  Bloomberg
• India’s Heat Wave Creates New Inflation Risks After Oil Surge
  Bloomberg
• Despite Trump’s Demands, His Fed Pick Is Unlikely to Get a Quick Rate Cut
  NYT
• Iran Offers a New Proposal to End War
  WSJ
• The Fed’s Rate Cuts Are On Pause. But Are They Also Off the Table?
  WSJ
• Middle East Conflict to Weaken Growth as Commodity Prices Surge, World Bank Says
  WSJ
• Barclays Loan Losses Rise Above $1.1 Billion
  WSJ
• U.S. Home Price Growth Slowed in February
  WSJ
• Foreign Carmakers Threaten to Pull Cheapest Models From U.S. Without Trade Deal
  WSJ
• Japan’s Central Bank Holds Rates But Raises Inflation Views
  WSJ
• China Says Hostile Foreign Forces Are Driving Its Youth to Slack Off
  WSJ
• Coffee, fuel and houses: why Donald Trump has an inflation problem
  FT
• Get used to the long Iran war
  FT
• Iran’s hardliners fight over talks with US
  FT
• Wall Street dealers boost Treasury holdings to highest level since 2007
  FT
• Export restrictions on critical materials up fivefold since 2009, says OECD
  FT
• The great American data centre divide
  FT
• Alarm spreads among road-builders as Iran war bitumen shortage bites
  FT

Monday, April 27, 2026

Evening

• Stock futures are little changed after the S&P 500 posts another record, Wall Street awaits earnings: Live updates
  CNBC
• Oil Rises as Stalled US-Iran Peace Talks Keep Hormuz Strait Shut
  Yahoo/Bloomberg
• Trump Discusses Iran Proposal With Aides, White House Says
  Yahoo/Bloomberg
• Live updates: Iran wants Strait of Hormuz reopening tied to US ending the war, officials say
  AP
• The Fed is nearing a turning point
  Axios
• Ray Dalio says Kevin Warsh shouldn’t cut interest rates in a ‘stagflation’ era
  CNBC
• Bank of Japan set to keep rates steady as Iran war clouds outlook
  Yahoo/Reuters
• US Tariff Changes Could Raise Deficit by $1.1 Trillion, CBO Chief Says
  Bloomberg
• Blue Owl investors shun cut-price exit offer from Boaz Weinstein
  FT
• US being ‘humiliated’ by Iran, says German Chancellor Friedrich Merz
  FT

Afternoon

• S&P 500 is little changed as Iran peace talks stall, oil rises: Live updates
  CNBC
• Oil Rises as Stalled US-Iran Peace Talks Keep Hormuz Strait Shut
  Yahoo/Bloomberg
• Nickel Rises to Two-Year High as Supplies From Indonesia Tighten
  Yahoo/Bloomberg
• Iran Foreign Minister Meets Putin With US Talks at Stalemate
  Yahoo/Bloomberg
• Trump Being ‘Humiliated’ in Iran Talks, German Leader Says
  Yahoo/Bloomberg
• Renewables in vogue as Iran war drives up Europe power prices
  Reuters
• Short sellers' bets on life insurance stocks soar as private credit concerns grow
  Reuters
• US Cannot Accept Iran Retaining Control of Hormuz, Rubio Says
  Bloomberg
• Firms Swarm US Market With New Debt, Seizing Issuance Window
  Bloomberg

General

• S&P 500 edges lower as Iran peace talks stall, oil rises: Live updates
  CNBC
• Oil Rises as Stalled US-Iran Peace Talks Keep Hormuz Strait Shut
  Yahoo/Bloomberg
• Bond Traders Eye Packed Week of Rate Decisions for Sell Signals
  Yahoo/Bloomberg
• Live updates: Iran offers to reopen Strait of Hormuz if US lifts its blockade and the war ends, officials say
  AP
• Iran offers U.S. deal to reopen strait but postpone nuclear talks
  Axios
• Goldman Hikes Oil Forecasts Again as ‘Hormuz Shock’ Builds
  Yahoo/Bloomberg
• Global consumer companies face pricing stress test from oil shock
  Reuters
• Two months into Iran war, economic strain mounts across emerging markets
  Reuters
• Tired and worried, seafarers have been stranded in the Persian Gulf for weeks
  AP
• Fed Chair Powell Confronts His Final Big Decision: Stay or Go
  Yahoo/WSJ
• China Bans Meta’s Acquisition of Manus on National Security Grounds
  Yahoo/WSJ
• More apartments, more deals: Why nearly 40% of landlords are offering concessions right now
  CNBC
• Dual Hormuz Blockade Cuts Ship Transits to Near Zero
  Bloomberg
• Iran war disrupts the circuit board supply chain, raises costs for tech firms
  Yahoo/Reuters
• Goldman Says Hedge Funds Use Rally in US Stocks to Offload Risk
  Bloomberg
• The World’s Food Supply Is Under a Quadruple Attack
  Bloomberg
• Iran and U.S. Sink Into Awkward Limbo of ‘No War, No Peace’
  NYT
• The Iran War Is Starting to Expose Cracks in China’s Economy
  NYT
• We Will Be Paying for the Iran War for a Very Long Time
  NYT
• The U.S. Started the War. The Rest of the World Is Feeling the Effects.
  NYT
• The AI Splurge Is Costing Big Tech Its Workforce
  WSJ
• Top central banks gamble they have time on inflation risks
  FT
• Oil could trade at nearly $120 if war drags on, Goldman Sachs warns
  FT
• Former Apollo risk chief says some new life insurers could struggle in downturn
  FT

Sunday, April 26, 2026

Evening

• Stock futures fall as Iran peace talks stall, oil rises: Live updates
  CNBC
• Brent oil tops $107 per barrel after Iran peace talks stall
  CNBC
• Bond traders eye packed week of rate decisions for sell signals
  Yahoo/Bloomberg
• Record-Setting Momentum Rally Is Drawing Doubters
  Yahoo/Bloomberg
• Live updates: Top Iranian diplomat arrives back in Pakistan after talks with US canceled
  AP
• A fast-growing Georgia wildfire tops 31 square miles, with evacuations possible
  AP
• Aborted Pakistan Trip Leaves Trump With Tough Choices on Iran Talks
  WSJ
• Tillis Drops Objection to Warsh’s Fed Nomination
  WSJ
• The Credit Bubble Everybody’s Ignoring
  WSJ

General

• US-Iran peace talks stall as conflict nears two-month mark
  Yahoo/Bloomberg
• Live updates: Iran president calls on US to end blockade
  AP
• Iran’s foreign minister returns to Pakistan as Islamabad races to save negotiations with US
  AP
• Hormuz tracker: Traffic halted with blockades firmly in place
  Yahoo/Bloomberg
• Week Ahead: The Fed is watching inflation
  Reuters
• Sen. Tillis prepared to end blockade of Fed chair nominee Kevin Warsh
  CNBC
• Fed set to lead uneasy G-7 with rates kept on hold this week
  Yahoo/Bloomberg
• DOJ’s partial reversal on Powell probe keeps Fed drama alive
  Yahoo/Bloomberg
• Warhol Is Out, Gulfstreams Are In: The Superrich Are Souring on Art
  Yahoo/WSJ
• Ukraine Attacks Russia Fertilizer Plant and Oil Refinery
  Yahoo/Bloomberg
• U.S. Sanctions Zigzag in New World of Economic Warfare
  NYT
• How Do You Measure A.I. Firms’ Gargantuan Energy Plans? In ‘Bragawatts.’
  NYT
• Aborted Pakistan Trip Leaves Trump With Tough Choices on Iran Talks
  WSJ
• See How the Energy Crisis Is Spreading Across the World
  WSJ
• America’s Pandemic Car Bubble Is Now Trapping Buyers in Debt
  WSJ
• The Race to Make the World’s Most In-Demand Machine
  WSJ
• What signals can investors expect from the Fed?
  FT

Saturday, April 25, 2026

General

• Trump cancels envoys' trip to Pakistan for Iran talks
  Axios
• Iran’s Araghchi Holds Pakistan Meetings With US Talks in Limbo
  Yahoo/Bloomberg
• Live updates: Trump says he called off dispatching envoys to Iran talks
  AP
• Iran says no meeting with U.S. negotiators planned in Pakistan, with Trump envoys due to head to Islamabad
  CNBC
• Iran says it won't accept 'maximalist demands' as Islamabad hosts peace push
  Reuters
• Iran caused more extensive damage to U.S. military bases than publicly known
  NBC
• Hezbollah says ceasefire 'meaningless' as fighting continues in south
  Reuters
• ‘He Has the Market in a Chokehold’: Stocks Swing as Trump Posts
  Yahoo/Bloomberg
• Justice Department drops criminal probe of Fed chair Powell, likely clearing the way for Warsh
  AP
• Strait of Hormuz Remains Near-Empty With Just a Few Iran Ships Moving
  Bloomberg
• Hormuz Crisis Is ‘Biggest Energy Disruption Ever,’ Yergin Says
  Bloomberg
• The Billion-Barrel Hormuz Oil Shock Is About to Crash Demand
  Bloomberg
• US Wheat Crops Wither, Herds Thin as Spring Drought Deepens
  Bloomberg
• Jet Fuel Shortages Could Make Travel a ‘Total Mess’ This Summer
  NYT
• The ‘Lasting Damage’ of Pirro’s Abandoned Fed Investigation
  NYT
• U.S. Energy Exports Hit Records as World Adjusts to a Closed Persian Gulf
  WSJ
• Iran’s Leadership Divisions Frustrate Efforts to Make Progress in Talks
  WSJ
• Ukraine Is Europe’s War Now
  WSJ
• How quickly can Gulf oil start gushing again?
  FT
• EV ownership at ‘tipping point’ in many parts of the world, experts say
  FT