Make Your Next Move With Clarity

General

• S&P 500 falls as Broadcom leads chip stocks lower: Live updates
  CNBC
• Oil Falls After Israel-Lebanon Ceasefire Even as Clashes Persist
  Yahoo/Bloomberg
• U.S. Treasury yields take a breather as traders await more jobs data
  CNBC
• The Mortgage Hedging ‘Beast’ Is Returning to the Treasury Market
  Yahoo/Bloomberg
• Iran Says No Progress in US Talks as Lebanon Sees More Clashes
  Yahoo/Bloomberg
• Hezbollah rejects latest ceasefire agreement and demands Israel withdraw from Lebanon
  AP
• With Trump in a holding pattern on Iran war, allies and critics worry he risks getting boxed in
  AP
• US jobless aid filings, a proxy for layoffs, rise to 225,000 last week but remain historically low
  AP
• TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years
  Yahoo/Bloomberg
• Sellers are pulling homes off the market at the fastest pace since 2020
  CNBC
• Pulte pick sparks a Senate GOP rebellion
  Axios
• Trump expected to nominate Todd Blanche to be attorney general
  Politico
• New World screwworm confirmed in Texas, stoking fresh cattle fears
  Axios
• Greenland is part of Denmark … ‘for now,’ Rubio says
  Politico
• Analysis-BOJ's Ueda pivots to inflation-fighting mode, clearing path for steadier hikes
  Yahoo/Reuters
• Fed Eyes Bank Loans, Nonbanks’ Private Credit Defaults
  Bloomberg
• Blackstone BCRED Joins Private Credit Funds Limiting Redemptions
  Bloomberg
• Higher Losses Are Coming to Credit, Pimco’s Ivascyn Warns
  Bloomberg
• Buyout and Debt Funds Struggle With $632 Billion Stockpile
  Bloomberg
• Companies’ AI Bills Are Bigger Than Ever — and Coming Due
  Bloomberg
• Apollo’s Zelter Sees High-Grade Debt Sales Topping US Treasuries
  Bloomberg
• Banks Offload $1 Trillion Loan Risk to SRT Investors, IACPM Says
  Bloomberg
• Insurers Acting Like Banks Must Grasp Loan Risk, EIOPA Says
  Bloomberg
• Republicans Begin to Test the Limits of Trump’s Power by Flexing Their Own
  NYT
• Trump Tells Aides He Won’t Resume All-Out War With Iran Unless U.S. Troops Are Killed
  WSJ
• The Hormuz Squeeze Is Redrawing the Oil Map for Good
  WSJ
• Blackstone Caps Withdrawals as Investors Ask to Pull $4.4 Billion From Private-Credit Fund
  WSJ
• Trump’s empire of debt
  FT
• Blackstone caps withdrawals from flagship private credit fund
  FT
• Donald Trump’s pledge to unleash a ‘golden age’ of US manufacturing sputters
  FT
• Americans lead AI data centre backlash, global poll finds
  FT
• The rise and rise of the IMF’s mysterious ‘other’ reserve currencies
  FT