Daily News Links

8694 posts

Saturday, April 4, 2026

General

• Live updates: US and Iran race to find missing crew member from downed military plane
  AP
• Iran leaves door open for peace talks as hunt for missing US pilot continues
  Reuters
• U.S.-Iran war ‘tax’ begins to hit American businesses and consumers
  CNBC
• Charting the Global Economy: Oil Storms Higher on War Escalation
  Yahoo/Bloomberg
• The Iran war is reshaping global aviation
  Yahoo/Bloomberg
• Chinese firms market Iran war intelligence 'exposing' US forces
  MSN/WP
• IMF Warns Tokenized Finance Risks Amplifying Market Crises Ahead
  Bloomberg
• Trump Budget Does Little to Address Nation’s Fiscal Challenges
  NYT
• Trump’s Budget Has New Vision for U.S. Government, but Not the Deficit
  WSJ
• Former CIA operative: regime change in Iran is much harder than the US thinks
  FT

Friday, April 3, 2026

Evening

• Live updates: A-10 aircraft hit by Iran’s air defenses, second US aircraft to go down in Middle East
  AP
• Trump $2.2 Trillion Budget Pairs Defense Boost, Agency Cuts
  Yahoo/Finance
• Private credit sector stresses could be catastrophic, but not just yet
  Reuters
• A fast-growing wildfire in windy Southern California triggers evacuations
  AP
• US Judge Denies Pirro Motion to Revive Quashed Fed Subpoenas
  Bloomberg
• Iran Is Quickly Repairing Missile Bunkers, U.S. Intelligence Says
  NYT
• Trump Budget Projects Long-Term Growth Above Many Forecasts
  WSJ

General

• Asia-Pacific markets mostly rise in Easter trade on hopes for Hormuz reopening
  CNBC
• Treasuries Fall as Strong Jobs Data Undermines Fed Cut Outlook
  Bloomberg
• U.S. fighter jet shot down in Iran, search underway for crew
  Axios
• No sign of war winding down in Mideast as Friday dawns with attacks across region
  AP
• U.S. payrolls rose by 178,000 in March, more than expected; unemployment at 4.3%
  CNBC
• The overlooked private credit risk is in life insurance
  Axios
• U.S. bombs Iran's civilian infrastructure for first time after "Stone Ages" threat
  Axios
• Trump threatens to strike Iran's bridges and electric power plants
  Reuters
• US experts say American strikes on Iran may amount to war crimes
  Reuters
• Trump's budget proposes 10% cut in discretionary spending, increased defense spending
  Reuters
• North American farmers pinch pennies on farm machinery as profitless growing season approaches
  Yahoo/Reuters
• Japan's services growth slows as Middle East war dents confidence, PMI shows
  Reuters
• Iran Strikes Gulf Energy Sites as Trump Warns of Further Attacks
  Bloomberg
• Macron Criticizes Trump and Calls on Allies to Unite Against US
  Bloomberg
• Blue Owl Reels as Investors Who Fueled Its Growth Now Want Out
  Bloomberg
• China Probes Politburo Member in Widest Purge Since 1976
  Bloomberg
• White House Seeks $1.5 Trillion for Defense in New Budget Request
  NYT
• The Iran war has forced the Fed back to wait-and-see mode.
  NYT
• The Wealthy Investors That Powered Private Credit Are Rushing for the Exits
  WSJ
• The Real Test For Private-Credit Fund Flows Starts Now—Heard on the Street
  WSJ
• What’s a Private-Credit Fund Worth When the Money Is Locked Up?
  WSJ
• Control Over Strait of Hormuz Will Determine Who Wins the War
  WSJ
• Iran Beefs Up Defenses, Recruits Children as It Prepares for Ground War
  WSJ
• The art of the deal eludes Donald Trump in Iran
  FT
• Tett: What’s going on with dollar debt?
  FT
• Credit investors flee to safety, pulling $11bn from junk bonds this year
  FT
• Oil cargo prices surge as fears of supply shortage grip market
  FT
• Europe must prepare for ‘long-lasting’ energy shock, Brussels warns
  FT

Thursday, April 2, 2026

Evening

• US crude jumps more than 11%, Brent nearly 8% after Trump vows more attacks on Iran
  Reuters
• Live updates: Hegseth asks the Army’s top uniformed officer to step down during Iran war
  AP
• World anxious to open Hormuz Strait while Trump and Iran trade threats
  Reuters
• The March jobs report will be released on Friday. Here’s what to expect
  CNBC
• A year after 'Liberation Day,' Trump sets new drug tariffs, adjusts metals duties
  Reuters
• Trump administration announces new tariffs on drugmakers
  Axios
• Fed’s Williams Sees Risks to Inflation, Employment Balanced
  Yahoo/Bloomberg
• US Blue-Chip Bond Funds See $5.3 Billion Outflow, Most in a Year
  Bloomberg
• Trump Turns to Ally Todd Blanche to Steer DOJ Through Fresh Tumult
  Bloomberg
• Rival Nations Seize On Choke Points to Counter Trump
  NYT
• Tariffs Strained U.S. Aluminum Supplies. Now the Iran War Is Making It Worse.
  WSJ
• Macron dismisses Trump’s call for western nations to reopen Hormuz by force
  FT

Afternoon

• Stocks fall, oil rises as Trump comments dent hopes for a U.S.-Iran war resolution: Live updates
  CNBC
• Live updates: Iran and Israel keep up attacks as Trump insists US will hit Tehran even harder
  AP
• Average US long-term mortgage rate climbs to 6.46%, the highest level in nearly 7 months
  AP
• US private credit faces potentially higher defaults as software exposure weighs
  Reuters
• Tariff-struck companies exploring loans backed by refund claims​
  Reuters
• Jet fuel prices are up 100%, oil prices keep surging, and airlines are paying the price
  Yahoo Finance
• US Lawmakers Propose Crackdown on Sales of Chip Tools to China
  Yahoo/Bloomberg
• Trump Threatens Iran’s Infrastructure as Markets Fear Longer War
  Bloomberg
• Citadel’s Global Fixed Income Fund Tumbles, Sinking 8.2% in March
  Bloomberg
• Hedge Funds Bail From Global Stocks at Fastest Pace in 13 Years
  Bloomberg
• Private Credit’s CLO Machine Ramps Up in Push to Raise More Cash
  Bloomberg
• Rubio Accuses China of Harassing Panama-Flagged Ships
  Bloomberg
• Blue Owl, Ailing Private Credit Firm, Reveals Even More Troubles
  NYT
• Trump’s Media-Bashing Is Coming Back to Bite Him in Court
  NYT
• How Trump Rewrote the Rules of Global Trade in One Year
  WSJ

General

• Stock sell-off picks up steam as oil surges: Live updates
  CNBC
• Oil prices soar 10% as Trump’s Iran war speech stokes fears of further escalation
  CNBC
• Stocks sink, oil surges as Trump vows to keep hitting Iran
  Reuters
• Bitcoin Tumbles With Stocks as Trump Signals Harder Iran Strikes
  Yahoo/Bloomberg
• Trump: U.S. will bomb Iran "back to stone ages" over next 2-3 weeks
  Axios
• Live updates: Trump says Iran will be hit hard for next 2 or 3 weeks
  AP
• Takeaways from Trump’s address: No end date for Iran war and few details on strategy ahead
  AP
• Iran fires on Israel and Gulf neighbors as Trump claims threat from Tehran nearly eliminated
  AP
• Live updates: Trump says US military objectives in Iran ‘nearing completion’
  AP
• Blue Owl caps private credit funds redemptions at 5% after steep request levels
  CNBC
• US weekly jobless claims fall as layoffs remain low
  Yahoo/Reuters
• AI and War Spook Buyers for Private-Equity Firms Itching to Sell
  Yahoo/Bloomberg
• Behind the Curtain: Jamie Dimon's warning
  Axios
• Office vacancies hit record high
  Axios
• S&P 500’s War Pattern: The Wipeout Begins Every Thursday
  Yahoo/Bloomberg
• Australian State Triggers Emergency Powers Amid Fuel Crisis
  Yahoo/Bloomberg
• Trump’s rage at NATO allies is binding them together — against him
  Politico
• Trump Budget to Frame Midterms With Defense Boost, Domestic Cuts
  Yahoo/Bloomberg
• Iranians Reel From US-Israeli Attacks on Civilian Infrastructure
  Yahoo/Bloomberg
• Trump Stirs Market, Political Angst With Vague Timeline for Iran
  Bloomberg
• Hedge Funds Walloped by a Month of Turmoil Sparked by Iran War
  Bloomberg
• Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
  Bloomberg
• Trump’s Renewed Iran Warning Risks More Volatility, Analysts Say
  Bloomberg
• How Swap Markets Are Struggling to Gauge Rates as Iran War Fuels Volatility
  Bloomberg
• Japan 10-Year Sovereign Bond Sale Sees Weakest Demand Since May
  Bloomberg
• Dealmaking Competition Erodes Junk Loans’ Last Line of Defense
  Bloomberg
• RBI Clampdown on Rupee Speculation Triggers Market Dislocation
  Bloomberg
• Trump Tries to Sell Americans on War in Iran
  WSJ
• Blue Owl’s $36 Billion Private-Credit Fund Hit by 22% Withdrawal Request
  WSJ
• Trade Deficit Grew in February as Policy Continued to Swing
  WSJ
• Maine Is About to Become the First State to Ban New Data Centers
  WSJ
• China Is Building Another Massive Base in the South China Sea
  WSJ
• Donald Trump threatens to hit Iran ‘extremely hard’ in coming weeks
  FT
• Blue Owl struck by $5.4bn of redemption requests
  FT
• World’s top energy traders wrongfooted in early days of Iran war
  FT
• The global wave of energy rationing
  FT

Wednesday, April 1, 2026

Evening

• Stock futures are little changed after market starts new quarter off on strong footing: Live updates
  CNBC
• What to watch as Trump addresses the nation about the Iran war
  AP
• US-Europe rift widens as Trump lashes out at NATO allies over Mideast war
  AP
• The American consumer stands firm
  Axios
• US Treasury to meet with insurance regulators to discuss private credit markets
  Reuters
• Can Trump Really Pull the US Out of NATO?
  Bloomberg
• Microsoft CFO’s AI Spending Runs Up Against Tech Bubble Fears
  Bloomberg
• KKR Curbs Redemptions in Non-Traded Private Credit Retail Fund
  Bloomberg
• Mattress Seller Sleep Number Seeks Rescue Loan After Stock Slump
  Bloomberg
• A 12,000-Mile Journey Shows the World’s Scramble for Diesel
  Bloomberg
• Plastic Bottle Makers Get Pinched by War-Driven Forces Majeures
  Bloomberg
• Bitcoin Buying Fails to Offset a Wave of Selling by Big Holders
  Bloomberg
• California Drought, Wildfire Risks Grow as Snow Falls Short
  Bloomberg
• Iran Is Skeptical About Diplomacy for Now, U.S. Intelligence Says
  NYT
• Bomb Iran but Blow Up NATO?
  WSJ
• Saudi Arabia bridles at Donald Trump’s way of waging war
  FT
• Trump threatened to stop weapons for Ukraine unless Europe joined Hormuz coalition
  FT
• SpaceX filing kicks off largest IPO process in history
  FT

Afternoon

• Stocks rally worldwide as oil prices ease on hopes for a possible end to the Iran war
  AP
• Oil Falls in Choppy Trade Ahead of Trump Speech on Iran War
  Yahoo/Bloomberg
• Live updates: Trump claims Iran wants a ceasefire, Iran calls remarks ‘false and baseless’
  AP
• U.S. and Iran discussing ceasefire for reopening strait, officials say
  Axios
• US to leave Iran 'pretty quickly' and return if needed, Trump tells Reuters
  Reuters
• US and Iraqi officials say kidnapped journalist had been warned of threats
  AP
• Amazon's cloud business in Bahrain damaged in Iran strike, FT reports
  Yahoo/Reuters
• US Manufacturing Expands Most Since 2022, Input Costs Jump
  Bloomberg
• OpenAI Is Falling Out of Favor With Secondary Buyers
  Bloomberg
• Trump Raises NATO Withdrawal as Allies Push Back on Iran War
  WSJ
• ISM Manufacturing Survey Shows Rising Price Pressures
  WSJ
• There’s Extreme Volatility in the Mortgage Market. See How It’s Playing Out.
  WSJ
• Shutting Hormuz is a template for China in Taiwan
  FT

General

• Stocks are higher to start the month as optimism around Iran war ending grows: Live updates
  CNBC
• Oil Slides as Traders Weigh Optimism Over Iran War Resolution
  Yahoo/Bloomberg
• Gold Extends Three-Day Gain After Trump Signals End to Iran War
  Yahoo/Bloomberg
• Asia markets rally on optimism Iran war could end soon
  Reuters
• Trump claims Iran president wants ceasefire; no response from Iran
  AP
• Trump says Iran’s president asked for ceasefire, but U.S. wants Hormuz Strait open first
  CNBC
• Trump Envisions Withdrawal from Iran Within Two to Three Weeks
  Yahoo/Bloomberg
• Live updates: Trump claims Iran’s president wants a ceasefire ahead of his address to Americans
  AP
• Trump's mixed messages on Iran perplex his own team
  Axios
• Trump's blurry vision of victory in Iran
  Axios
• US eyes a swift end to war as fresh attacks hit Gulf states and Iran
  Reuters
• Private sector hiring totaled 62,000 in March, better than expected, ADP says
  CNBC
• Retail sales rise 0.6% in February, but impact of Iran war threatens to derail spending
  AP
• US Mortgage Rates March Higher to Seven-Month High of 6.57%
  Yahoo/Bloomberg
• Data center boom rivals energy's biggest sectors
  Axios
• Mega IPOs set to test US market depth despite volatility
  Reuters
• Amazon Fuels Record First Quarter for Company Bond Sales in EMEA
  Yahoo/Bloomberg
• Trump says he’s considering pulling out of NATO
  Politico
• ‘Beyond what we could imagine’: Europe’s coming energy crunch
  Politico
• Credit Derivative Trading Shatters Records on Iran War, AI Fears
  Bloomberg
• Massive Short Squeeze Fogs Market’s View on Iran Peace Prospects
  Bloomberg
• Fed Faces War-Driven Inflation With Credibility Already Frayed
  Bloomberg
• Are We Headed for Another Food Price Crisis?
  Bloomberg
• Trump’s Delayed Xi Summit Gives US-China Irritants Room to Grow
  Bloomberg
• America’s AI Build-Out Hinges on Chinese Electrical Parts
  Bloomberg
• Subprime Lender Goeasy Sees Elevated Writeoffs Before Business Improves
  Bloomberg
• What Banks Stand to Lose From the Private-Credit Mess
  WSJ
• He Brought Private Credit to the Masses. Now the Masses Are Fleeing.
  WSJ
• The Year Is Off to the Strongest Start for Big Deals Ever
  WSJ
• Your Summer Travel Is About to Be Hit With Fuel Surcharges
  WSJ
• Iran Takes Aim at the Industries Behind the Gulf’s Pivot From Oil
  WSJ
• Iran war shock is intensifying risks to financial system, says BoE
  FT
• ‘Desperate’ Asia turns to Russian oil amid Iran energy shock
  FT
• Record number of megadeals agreed in first quarter of the year
  FT

Tuesday, March 31, 2026

Evening

• Stock futures are little changed after major averages post best session since May: Live updates
  CNBC
• The Dow surges more than 1,100 points as Wall Street soars to its best day since last spring
  AP
• Trump says securing Strait of Hormuz is ‘not for us’
  AP
• Iran remains a stubborn foe after absorbing massive US-Israeli attacks
  AP
• China and Pakistan present new Iran deal: Ceasefire for opening Hormuz
  Axios
• A US journalist was kidnapped in Baghdad and a search is underway, Iraqi officials say
  AP
• Private equity's next step into 401(k)s
  Axios
• Trump's White House ballroom project halted by judge
  Axios
• Bond Traders Ditch Inflation Bets as Oil Surge Threatens Growth
  Bloomberg
• Goldman Tells Clients Eager to Short Loans Its Tool Isn’t Ready
  Bloomberg
• Trump’s Executive Order on NPR and PBS Is Unconstitutional, Judge Rules
  NYT
• Trump and the Hormuz Stakes
  WSJ
• Oracle Lays Off Workers Amid Heavy AI Investment
  WSJ
• China Keeps Trying to Punish Tokyo
  WSJ
• FT] Donald Trump rebukes France as tensions rise with Europe over Iran war
• Iran war gives Chinese exporters chance to grab global market share
  FT

Afternoon

• Dow rallies 900 points as optimism grows for an end to the Iran war: Live updates
  CNBC
• Trump lashes out at allies as Iran war and strait closure push fuel prices higher
  AP
• Job openings slide to 6.9 million in February, another hint of sluggish hiring in America
  AP
• US consumer confidence inches up despite soaring gas prices brought on by war in Iran
  AP
• Barclays Predicts Growing Treasury Market Will Need Bailouts
  Yahoo/Bloomberg
• How Iran Is Leveraging Its Chokehold on the Strait of Hormuz
  Bloomberg
• Hormuz Flows Tick Up for Iran-Approved Ships Amid Gulf Blockade
  Bloomberg
• US Banks’ Private-Credit Zeal Fuels $348 Billion Pile of Loans
  Bloomberg
• Private Equity Racks Up $94 Billion Debt in 2025 to Fund Payouts
  Bloomberg
• Fed’s Schmid Warns Inflation Could Get Stuck Close to 3%
  Bloomberg
• M&A Tally Hits $1.3 Trillion as Unilever Joins Megadeals Parade
  Bloomberg
• Fed Should Be Ready to Act to Address Inflation Concerns, Kansas City Fed’s Schmid Says
  WSJ
• America Faces Tough Choices in Iran
  WSJ

General

• Stocks rise after report says Trump looking to end Iran war: Live updates
  CNBC
• Oil Buffetted by Tanker Attack, Report of Trump Mulling War Exit
  Yahoo/Bloomberg
• Gold Advances on Report of Trump Weighing End to Iran War
  Yahoo/Bloomberg
• Wild Charts Show Pain Points in S&P 500’s Worst Month Since 2022
  Yahoo/Bloomberg
• Live updates: Iran strikes fully loaded oil tanker off Dubai coast as gas reaches $4 per gallon in US
  AP
• Trump attacks allies, signals Iran war may end without opening Hormuz
  Axios
• Iran Strikes Fully Laden Kuwait Oil Tanker in Dubai Port
  Yahoo/Bloomberg
• Live updates: Trump says US is negotiating with Iran’s parliamentary speaker, who denies talks
  AP
• Iran’s Hormuz Grip Is Tighter Than Ever After a Month of War
  Yahoo/Bloomberg
• Trump pursues era of unshackled warfare
  Axios
• Gas prices eclipse $4 a gallon in the US, the highest since 2022
  AP
• Trump lashes out at UK and France, telling allies ‘the U.S.A. won’t be there to help you anymore’
  CNBC
• Oil-thirsty Asian nations seek Russian crude as Iran war strains supplies
  AP
• Big Tech's $635 billion AI spending faces energy shock test, S&P Global says
  Yahoo/Reuters
• Trump’s go-to moves to influence the markets are increasingly falling flat as the Iran war drags on
  AP
• Euro-Zone Inflation Jumps Most Since 2022 on Energy Costs
  Yahoo/Bloomberg
• Europe faces its next big problem: The Iran war is driving up inflation
  Politico
• China factory activity rebounds in March as Iran war looms over growth
  AP
• Europe Hardens Stance Against Trump’s Iran War in Threat to NATO
  Bloomberg
• US Junk Bonds Headed for Worst Quarterly Returns Since 2022
  Bloomberg
• Private Credit Poses ‘Chain Reaction’ Risk to US, DZ Bank Says
  Bloomberg
• Aluminum Set For Biggest Monthly Gain Since 2018 on Iran War
  Bloomberg
• Credit Risk in Asia Spikes Most This Month Since 2023
  Bloomberg
• CLO Refinancing Plans Put On Ice in Europe as Funding Costs Rise
  Bloomberg
• Fresh Food Distributors Add Surcharges as Fuel Costs Rise
  NYT
• Trump Tells Aides He’s Willing to End War Without Reopening Hormuz
  WSJ
• Wall Street Is Finishing the Worst Quarter for Stocks in Four Years
  WSJ
• U.S. Home Price Growth Slowed in January
  WSJ
• Iran War Chokes Off Helium Supply Critical for AI
  WSJ
• A Russian Tanker Tests the Limits of Trump’s Cuba Squeeze
  WSJ
• The U.S. and China Are in a Strategic Stalemate. What Comes Next.
  WSJ
• Foreign central banks sell US Treasuries in wake of Iran war
  FT
• Iran’s hackers go to war
  FT
• FT Alphaville’s toy Collateralised Whatever Obligations
  FT

Monday, March 30, 2026

Evening

• Stock futures are little changed as S&P 500 creeps closer to correction territory: Live updates
  CNBC
• Live updates: Trump says US is negotiating with Iran’s parliamentary speaker, who denies talks
  AP
• Gulf allies privately make the case to Trump to keep fighting until Iran is decisively defeated
  AP
• Trump threatens to destroy Iran’s desalination plants. Here’s what that could mean for the Mideast
  AP
• Thousands of US Army paratroopers arrive in Middle East as buildup intensifies
  Reuters
• China suppliers warn of higher prices for Americans due to Strait of Hormuz closure
  CNBC
• Exclusive: US Treasury to consult with insurance regulators on private credit lenders, sources say
  Reuters
• US Defense Secretary Hegseth's broker looked to buy defense fund before Iran attack, FT reports
  Reuters
• Iran Strikes Fully Laden Kuwait Oil Tanker in Dubai Port
  Bloomberg
• Iran Presses Houthis on Red Sea Shipping, Officials Say
  Bloomberg
• Iran War Tensions Turn Once-Hot Korean Stock Trade Into Poor Bet
  Bloomberg
• Iran’s Fractured Leadership Is Struggling to Coordinate, Officials Say
  NYT
• Shipping industry casts doubt on Donald Trump’s ‘present’ from Iran
  FT
• Asia turns to coal as Iran war chokes off gas supplies
  FT
• Pete Hegseth’s broker looked to buy defence fund before Iran attack
  FT

Afternoon

• S&P 500 falls alongside tech as oil continues march higher: Live updates
  CNBC
• Oil Climbs as Trump Threatens War Escalation If No Deal Soon
  Yahoo/Bloomberg
• Treasury Yields Fall as Powell Eases Hike Fears: Markets Wrap
  Yahoo/Bloomberg
• Live updates: Trump says US is negotiating with Iran’s parliamentary speaker
  AP
• Trump Warns Iran of Escalation as US Troops Arrive in Region
  Yahoo/Bloomberg
• Powell: Fed yet to decide on whether to "look through" war's impact
  Axios
• Powell sees inflation outlook in check, no need to hike rates because of oil shock
  CNBC
• Trump interested in calling on Arab states to help pay for Iran war, White House says
  Reuters
• Reopening Hormuz Is ‘Easier Said Than Done,’ Starmer Says
  Bloomberg
• Here Are the Takeaways From Powell’s Remarks at Harvard
  Bloomberg
• IMF Says Iran War Means Higher Prices, Slower Growth Worldwide
  Bloomberg
• From Foe to Ally: The S.E.C. Is Now Writing Crypto-Friendly Policies
  NYT
• Powell Says Fed Can Look Past Oil Shock, but Warns Patience Has Limits
  WSJ
• Iranian strike on Kuwaiti power and water plant stokes infrastructure fears
  FT

General

• Stocks rise as Trump signals progress in U.S.-Iran war talks: Live updates
  CNBC
• Growth Jitters Lift Treasuries as Stocks Bounce: Markets Wrap
  Yahoo/Bloomberg
• Oil Holds Gain After Trump Threatens Escalation If No Peace Soon
  Yahoo/Bloomberg
• Government Bonds Rally Around the World on Slowdown Concerns
  Yahoo/Bloomberg
• Iran calls US peace proposals 'unrealistic', oil rises amid new missile strikes
  Reuters
• Iran war volatility strains trading in world's biggest markets
  Reuters
• Live updates: Trump suggests US could take Iran’s Kharg Island
  AP
• Trump threatens to "obliterate" Iran's energy and water infrastructure
  Axios
• Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait
  CNBC
• Iran’s Grip on Hormuz Is Tighter Than Ever After a Month of War
  Yahoo/Bloomberg
• Trump Claims Iran Gave In to US Demands, Considers Seizing Oil
  Yahoo/Bloomberg
• Iran’s Attacks on Gulf Aluminum Plants Threaten Supply Crisis
  Yahoo/Bloomberg
• Fed's faith in anchored inflation expectations may be coming under stress
  Reuters
• Bond blues hit Big Tech at the worst time
  Reuters
• Russian oil tanker arrives in Cuba as Moscow vows to stand by Havana
  Reuters
• WTO suffers fresh blow after reform push hits wall in Cameroon
  Yahoo/Reuters
• India Forces Banks to Unwind Rupee Bets, Squeezing Short Sellers
  Yahoo/Bloomberg
• Bessent Says US to ‘Retake’ Hormuz Strait Control, Eyes Escorts
  Bloomberg
• Sustained Iran Missile Attacks Add Pressure on US to Defend Gulf
  Bloomberg
• How Yemen’s Houthis Could Worsen the Oil Crunch
  Bloomberg
• Credit Market Sours for Energy-Dependent Europe as War Grinds On
  Bloomberg
• Emerging Markets Face New Credit-Downgrade Era, S&P Global Warns
  Bloomberg
• Private-Credit Wobbles Could Prove Perilous for Trump
  NYT
• This Is What Happens When the Gas Runs Out
  NYT
• Trump Weighs Military Operation to Extract Iran’s Uranium
  WSJ
• Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised
  WSJ
• German Inflation Rebounds on Soaring Energy Prices
  WSJ
• Donald Trump says US could ‘take the oil in Iran’
  FT
• Private capital: what are the risks?
  FT
• Iran could emerge from the war stronger and more dangerous
  FT
• US bets billions of dollars on unproven groups in rare earths deals
  FT
• America’s gig economy
  FT
• Trapped seafarers suffer as Iran war rages
  FT

Sunday, March 29, 2026

Evening

• Stock futures slide ahead of a holiday-shortened trading week: Live updates
  CNBC
• Oil soars with Brent heading for record monthly surge as Trump reportedly eyes Iran energy control
  Reuters
• Investor Unease Builds Entering War’s Fifth Week: Markets Wrap
  Yahoo/Bloomberg
• Trump reportedly warns to ‘take the oil in Iran’ as Tehran targets water, power plants in Kuwait
  CNBC
• Live updates: Iran warns the US against a ground invasion as regional powers meet in Pakistan
  AP
• Pakistan prepared to host U.S.-Iran talks in ‘coming days’ as Trump weighs deploying ground troops
  CNBC
• Lucrative bets that anticipated Trump's policy surprises warrant scrutiny, experts say
  Reuters
• Iran War’s Gas Supply Shock Pushes Top Consumers Back to Coal
  Bloomberg
• Private Equity’s Brutal Side Deals Leave Lenders Grasping in the Dark
  Bloomberg
• Trump Weighs Military Operation to Extract Iran’s Uranium
  WSJ
• Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised
  WSJ
• Trump, Powell and the Perils Ahead for the Fed
  WSJ
• Why the Cost of Your Coffee Has Soared—and Isn’t Going Down Soon
  WSJ
• US-Israeli war against Iran escalates as talks prove fruitless
  FT

General

• Live updates: Iran warns the US against a ground invasion as regional powers meet in Pakistan
  AP
• Pentagon preparing for weeks of ground operations in Iran, Washington Post reports
  Reuters
• A Houthi missile attack on Israel stokes fears of renewed Red Sea shipping strikes
  AP
• Worries about global economic pain deepen as the war in Iran drags on
  AP
• Mideast Aluminum Makers Suffer Damage From Iranian Attacks
  Yahoo/Bloomberg
• The War With Iran May Be Ushering in a New Nuclear Age
  Bloomberg
• A Toothless Iran? Missile and Drone Strikes Show It Can Still Inflict Pain.
  NYT
• Fed Officials Signal That Rate Cuts May Be Over
  WSJ
• Battered by Stock Losses, Investors Find Little Relief in Bonds
  WSJ
• Is Another Financial Crisis Lurking in Private Credit?
  WSJ
• Why Russia Is Stepping Up Its Support for an Embattled Iran
  WSJ
• Eurozone borrowing costs soar on fears of fiscal hit from Iran shock
  FT
• Iran war chokes off helium supplies in threat to chipmakers and healthcare
  FT
• Iran activates its ‘resistance economy’ to survive the war
  FT