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[Yahoo/Bloomberg] Oil Rally Builds as ‘Staggering’ Middle East War Jolts Energy
[Yahoo/Bloomberg] Gold Slumps as Dollar, Fed Rate Outlook Offset War Risk Premium
[Yahoo/Bloomberg] War Widens as US, Israel, Iran Step Up Strikes Across Region
[Axios] UAE considers striking Iranian missile sites as regional war spreads
[AP] Iranian strikes on Amazon data centers highlight industry’s vulnerability to physical disasters
[Yahoo/Reuters] Fed's Kashkari says Iran war obscures monetary policy outlook
[Bloomberg] How the Iran War Is Disrupting Global Oil and Gas Supply
[Bloomberg] Oil Supertanker Costs Near $500,000 a Day as Iran War Disrupts Flows
[Bloomberg] Private Credit’s $143 Billion Leveraged Loan Pile Poses Market Risk, DB Says
[Bloomberg] US Trade Probes Will Conclude Within Five Months, Greer Says
[Bloomberg] Why You Should Worry About the Other War on Iran’s Border
[Bloomberg] Fed Can’t Be Complacent About Still-Hot Inflation, Schmid Says
[Bloomberg] Apollo’s Rowan Warns of Shakeout Coming for Private Markets
[Bloomberg] Soros CIO Says Markets Will Be Painful for More Than a Year
[Bloomberg] Goldman Private Credit Chief Says Gating Is Feature, Not Bug
[Bloomberg] Ares CEO Says UBS Call on 15% Private Debt Default ‘Absolutely Wrong’
[NYT] Big Lenders’ Risky Loans Are Rattling Wall Street
[NYT] War-Induced Inflation Spike Looms Over Europe’s Economic Recovery
[WSJ] Blackstone Played Down Private-Credit Risks. Now It’s Been Hit.
[FT] Blue Owl slides below listing price as private credit worries mount
[FT] Trump threatens to cut trade with ‘terrible’ Spain and calls Starmer ‘no Churchill’
[CNBC] Dow drops 800 points as oil surges again, fears rise Iran conflict will drag on: Live updates
[AP] Global shares slump, crude prices soar as Iran launches drone strikes
[Axios] Oil prices surge as Trump team readies to "mitigate" costs
[Yahoo/WSJ] European Gas Prices Soar After Qatar LNG Halt Jolts Market
[AP] Iran strikes the US Embassy in Saudi Arabia as war expands yet again
[Bloomberg] War Expands as US, Israel, Iran Ramp Up Strikes Across Region
[AP] Israel sends troops into southern Lebanon as Hezbollah says it is ready for open war
[Reuters] Intelligence assessment warns of Iranian attacks on US following Khamenei's death
[AP] Average price for a gallon of gas rises 11 cents overnight to about $3.11 in US, AAA says
[MSN/WSJ] What the Iran strikes could mean for US inflation
[CNBC] Amazon says drone strikes damaged 3 facilities in UAE and Bahrain
[Politico] Trump’s Iran gamble risks leaving Ukraine as forgotten war
[Axios] Private credit is probably not the place for democracy
[Yahoo/Telegraph] Another shadow bank hit by sell-off as AI fears spread
[Bloomberg] Putin Is the Iran War’s One Sure Winner
[Bloomberg] Global Economy Is Facing the Prospect of Another Profound Shock
[Bloomberg] Shortage of Tankers in Persian Gulf Could Hit Oil Production
[Bloomberg] Even Before He Reaches the Fed, Warsh’s Path to Rate Cuts Is Getting Tougher
[Bloomberg] Bowman Says Fed Should Look at Effectiveness of Liquidity Rules
[Bloomberg] Bond Markets Open With a Trickle of Deals by Top Rated Issuers
[NYT] In Plunging Into a Mideast Conflict, Trump Gambles His Presidency
[NYT] U.S. Sending More Forces to Middle East as Iran War Widens
[WSJ] Iranian Drones and Missiles Challenge Stretched U.S. Forces
[WSJ] A Market Frenzy Is Lurking Beneath Those Calm Stock Indexes
[WSJ] Trump’s Case for War With Iran Faces Growing Scrutiny
[WSJ] Gulf States in Race Against Time to Repel Iran’s Onslaught
[WSJ] Eurozone Inflation Rises Unexpectedly, With Further Risks on the Horizon
[FT] Iran executes Khamenei’s plan to spread regional war
[FT] Donald Trump struggles to explain why he launched another Middle Eastern war
[FT] Kevin Warsh’s push to shrink Federal Reserve’s balance sheet would evolve slowly
[FT] China prepares landmark law curtailing minority language rights

The Haven Status Of U.S. Treasuries Is Eroding Olympic Medal Gold & Gold Investment Similarities to 1980 Blue Owl (Canary) Suspends Payments Indefinitely John Exter’s Inverted Liquid Pyramid “It’s telling us a lot in recent years, the price of gold. Geopolitics is in the frame, and with a disruption in relationships—not just trade relationships—there’s a signal there in […]
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