Daily News Links

8694 posts

Saturday, March 21, 2026

General

• Israel threatens a surge in attacks as Iran fires missiles farther than ever
  AP
• The Oil Prices You See Don’t Tell the Market’s Real Story
  Yahoo/Bloomberg
• Charting the Global Economy: Interest-Rate Hikes May Be Coming
  Yahoo/Bloomberg
• Iran war's economic shocks could reverberate for a while
  Axios
• Three weeks in, Iran war escalates beyond Trump's control
  Reuters
• Israel, Iran launch fresh attacks as Trump floats ‘winding down’ Mideast operations
  Politico
• Iran war halts Qatar helium output, threatening global tech supply chains
  AP
• Exclusive: Iraq declares force majeure on foreign-operated oilfields over Hormuz disruption, sources say
  Reuters
• Wall St Week Ahead Persistent Iran war, energy price surge set to sway wavering stocks
  Reuters
• Blackstone's flagship private credit fund posts first monthly loss in over three years
  Reuters
• Switzerland halts weapons exports to US over Iran conflict
  Politico
• The Strait of Hormuz Was Supposed to Be Too Big to Fail
  NYT
• Iran Believes It’s Winning—and Wants a Steep Price to End the War
  WSJ
• Why the Fed’s Next Rate Move Could Be a Hike
  WSJ
• Iran War Puts U.S. Diplomatic Missions in the Crosshairs
  WSJ
• Iran war raises the risk of a bond market shock
  FT
• Taiwan concerned by depletion of US missile stocks during Iran war
  FT

Friday, March 20, 2026

Afternoon

• Stocks tumble Friday as losses mount from Iran war impact, Dow and Nasdaq near correction: Live updates
  CNBC
• Treasury yields climb as bonds sell off and fear grows that Fed rate cuts are off the table
  CNBC
• Trump administration making heavy preparations for potential use of ground troops in Iran
  CBS
• Trump: ‘I don’t want to do a ceasefire’ in Iran war
  CNBC
• Live updates: US deploys thousands more troops to the war as Iran threatens world tourism sites
  AP
• 4 pivotal questions that could define the Iran war's next phase
  Axios
• The spring housing market is on, but mortgage rates just shot higher. Here’s what to know.
  CNBC
• Iran Unwilling to Talk About Hormuz as Regime Digs In
  Bloomberg
• Trump Risks Dragging Out Iran War With Debate Over Seizing Kharg Island
  Bloomberg
• Muni Market Rout Deepens as Iran War Stokes Inflation Concerns
  Bloomberg
• Italian Bonds Emerge as Europe’s Weak Spot on Carry Trade Unwind
  Bloomberg
• The U.S. Ammo Shortage Is Worse Than You Think
  WSJ
• Investors start to bet on US interest rate rises amid inflation fears
  FT
• Airline industry hit by biggest crisis since pandemic
  FT
• Russia offered to curb its support for Iran if US halted aid to Ukraine
  FT

General

• Stocks lower as S&P 500 heads for fourth losing week in a row amid high oil prices: Live updates
  CNBC
• Oil falls as U.S. weighs releasing sanctioned Iranian crude to cool prices
  CNBC
• UK government borrowing costs hit their highest level since 2008 as inflation fears hit the gilt market
  CNBC
• U.S. Treasury yields edge higher as Iran war drives inflation pressure
  CNBC
• Live updates: Iran retaliates against Gulf energy sites as stocks sink worldwide
  AP
• Pentagon Sends More Troops to Middle East
  WSJ
• Iran Keeps Up Gulf Strikes as War Approaches Three-Week Mark
  Yahoo/Bloomberg
• Trump mulls risky Kharg Island takeover to force Iran to open strait
  Axios
• House GOP welcomes $200B Pentagon request to jump-start reconciliation 2.0
  Axios
• Gasoline prices hit highest level since March 2022 as oil tops $100
  Yahoo Finance
• Small business reeling from tariffs brace for spiking oil prices
  MSN/WP
• How the Strait of Hormuz closure impacts the auto sector
  Yahoo Finance
• This is an energy emergency: entire countries may run out of oil
  Telegraph
• Chinese squeeze on ‘war metal’ to send cost of missiles soaring
  Yahoo/Telegraph
• U.S. says Cuba is prohibited from taking Russian oil as two tankers head to island
  CNBC
• In Japan, Trump’s Pearl Harbor Joke Elicits Scorn and Dismay
  NYT
• Treasuries Slide as Elevated Oil Prices Fuel Inflation Fears
  Bloomberg
• Markets Are Underpricing This Commodity Shock
  Bloomberg
• Central Banks Won’t Be Riding to the Rescue This Time
  Bloomberg
• Why Diesel Prices Are the Real Concern for the Economy
  Bloomberg
• Oil Tanker Market’s Key Rate Thrown Into Chaos With Hormuz Shut
  Bloomberg
• EU Leaders Confront Multi-Year Energy Squeeze After Qatar Hit
  Bloomberg
• Indian Rupee Falls Most in Four Years as Risks From War Mount
  Bloomberg
• Shock Resignation of India Bank Chief Baffles Global Investors
  Bloomberg
• Iran War’s Energy Shock Puts Some Major IMF Borrowers at Risk
  Bloomberg
• Scramble for Jet Fuel Shows How Energy Shortages Are Rippling Across Asia
  NYT
• Record Number of Student Loan Borrowers Are in Delinquency and Default
  NYT
• Iranian Strikes Take Big Toll on Qatar’s Ability to Export Gas
  WSJ
• The Critical Energy Assets Hit in the Gulf
  WSJ
• Saudi Arabia Sees a Spike to $180 Oil if Energy Shock Persists Past April
  WSJ
• Taiwan’s All-Hands-on-Deck Plan to Fend Off China
  WSJ
• Iran war is the greatest threat to global energy ‘in history’, warns IEA
  FT
• UK borrowing costs hit highest level since 2008 amid inflation shock
  FT
• Tett: The war over tail risks is in full swing
  FT
• Qatar’s gas empire comes under fire
  FT
• Military briefing: the perils of the Hormuz escort plan
  FT
• The black-box funds fuelling insurers’ private credit binge
  FT
• China’s crackdown on fuel and fertiliser exports spurs supply fears
  FT
• Anthropic showdown fractures Donald Trump’s pact with Silicon Valley
  FT

Thursday, March 19, 2026

Evening

• Stock futures tick higher, but S&P 500 heads for fourth losing week in a row amid rising oil prices: Live updates
  CNBC
• Oil Ends Choppy Day as Trump, Netanyahu Try to Ease War Concerns
  Yahoo/Bloomberg
• Bond Markets Hit by Oil Shock as Traders Bet on Higher Rates
  Yahoo/Bloomberg
• These 4 strategic flashpoints are shaping the Iran war
  Axios
• DOJ, White House Clear Way for Pirro to Keep Powell Probe
  Yahoo/Bloomberg
• James Comey subpoenaed in alleged "grand conspiracy" against Trump
  Axios
• Iran Leaves an Isolated Trump Grappling With Historic Oil Crisis
  Bloomberg
• Treasury Says Cuba Can’t Get Russian Oil as Ship Heads to Island
  Bloomberg
• Blackstone’s $83 Billion BCRED Is Selling New Private Credit CLO
  Bloomberg
• Iran War Ripples Are Driving Up Prices for Plastics Ingredient
  Bloomberg
• Trump’s Iran War Frays Ties With Allies as Oil Prices Surge
  WSJ
• Gilts sell off after Bank of England warns of inflation risks
  FT
• India’s central bank battles to protect rupee from Iran war fallout
  FT

Afternoon

• Stocks fall again as oil prices rise, Dow loses 300 points: Live updates
  CNBC
• Oil and Gas Prices Jump as Strikes on Gulf Facilities Escalate
  Yahoo/Bloomberg
• Bonds Tumble Worldwide as Iran War Stokes Bets on Rate Hikes
  Yahoo/Bloomberg
• US Crude Is Lagging Behind as Global Oil Prices Skyrocket
  Yahoo/Bloomberg
• Government bonds face ‘perfect storm’ as Iran war rattles Europe’s central banks
  CNBC
• Live updates: Iran retaliates on Gulf energy sites as stocks sink worldwide
  AP
• Iran Attacks Energy Sites, Defying Trump Calls for Restraint
  Yahoo/Bloomberg
• The targeting of key Gulf energy infrastructure raises the risk of long-term disruption
  AP
• January new home sales plunge to the lowest pace since 2022
  CNBC
• DOJ investigation into Powell could backfire on Trump and keep Fed chair in office
  AP
• Wall Street Faces a $5.7 Trillion Triple-Witching Jolt on Friday
  Bloomberg
• Israel Shrugs Off Trump’s Rebuke Over Attack on Iran Gas Field
  Bloomberg
• US Allies See No Way of Opening Hormuz Strait During War
  Bloomberg
• Position Wash-Outs in Few Manic Minutes Spurred Fed Hike Pricing
  Bloomberg
• JPMorgan, Goldman Offer Hedge Funds Way to Short Private Credit
  Bloomberg
• Citi Gave £100 Million Credit Line to Lender Backed by MFS’ Raja
  Bloomberg
• Banking Regulators Prepare to Loosen Post-Crisis Capital Rules
  NYT
• ‘It’s a Nightmare’: Rapid Battlefield Shifts Leave Markets Trading Blind
  WSJ
• Pentagon Will Ask for More Money to Fund Iran Campaign
  WSJ
• Big Banks Score Win Under New Plan to Loosen Capital Rules
  WSJ
• The Credit Engine Behind China’s Economy Is Sputtering
  WSJ
• Trump struggles to distance himself from Israel over strike on Iran gasfield
  FT
• Europe needs to prepare now for an extended energy shock
  FT
• Japan rebels over $6bn fee for SoftBank under US trade deal
  FT
• War between Afghanistan and Pakistan has much wider consequences
  FT

General

• Dow drops, Brent oil jumps as market rout continues: Live updates
  CNBC
• Oil and Gas Prices Jump as Strikes on Gulf Facilities Escalate
  Yahoo/Bloomberg
• Treasury yields jump as fear of rising inflation weighs on sentiment
  CNBC
• Gold and Silver Plunge as Iran War Damps Rate-Cut Hopes
  Yahoo/Bloomberg
• Exclusive: Iran attack wipes out 17% of Qatar’s LNG capacity for up to five years, QatarEnergy CEO says
  Reuters
• Hegseth on seeking $200 billion for Iran war: "That number could move"
  Axios
• Hegseth says potential $200 billion Iran war spending request could shift: ‘Takes money to kill bad guys’
  CNBC
• Live updates: Iran targets Gulf refineries following Israeli attack on world’s largest natural gas field
  AP
• Iran intensifies attacks on oil and gas facilities in the Gulf after Israeli strike on key gas field
  AP
• Iran Attacks Energy Sites, Defying Trump Calls for Restraint
  Yahoo/Bloomberg
• Despite Trump comments, Israeli officials say US knew of Iran gas field strike
  Reuters
• Exclusive: US weighs military reinforcements as Iran war enters possible new phase
  Reuters
• Gas Traders Assess Damage at World’s Top LNG Plant in Qatar
  Yahoo/Bloomberg
• Iran, Israel Trade Strikes on Energy Facilities in Worsening War
  Yahoo/Bloomberg
• After Tehran strikes, Trump says Israel won't attack Iran gas fields anymore
  Axios
• Trump vows no more attacks by Israel on Iran gas field after it 'violently lashed out'
  Reuters
• Europe tells Trump Iran is 'not our war'
  Reuters
• US applications for jobless benefits fall to 205,000 last week as layoffs remain historically low.
  AP
• Private credit's wake up call
  Axios
• JPMorgan Strategists Say Investors Are Complacent on Iran War
  Yahoo/Bloomberg
• How Iran Has Effectively Closed the Strait of Hormuz
  Bloomberg
• Private Credit’s Biggest Players Go From Good to Bad to Worse
  Bloomberg
• Bond Traders No Longer Price In Any Chance of Fed Cut in 2026
  Bloomberg
• Powell Staying at Fed Goes Against Historic Norms, Bessent Says
  Bloomberg
• ECB Holds Rates Steady as Officials Warn of Iran War’s Costs
  Bloomberg
• How Iran War Is Disrupting the Food Supply Chain
  Bloomberg
• FBI Probes Former Counterterror Chief Joe Kent in Leak Inquiry
  Bloomberg
• Norway’s $2 Trillion Wealth Fund Is Sounding a Warning on Iran
  Bloomberg
• Kremlin Loyalist Turns on Putin as Russians Start to Tire of War
  Bloomberg
• Gas Prices in Japan Hit Record High, Testing Leader’s Cost-of-Living Pledge
  NYT
• Escalating Attacks on Gulf Energy Assets Plunge Iran War Into New Phase
  WSJ
• Trump Wants Powell Out. Powell Is Digging In.
  WSJ
• Millions of Americans Are Going Uninsured Following Expiration of ACA Subsidies
  WSJ
• China Hoped Trump Summit Would Cement Its Superpower Status. Now Xi Has to Wait.
  WSJ
• Armageddon scenario’ for gas markets as Qatar hit by missiles
  FT
• Stocks and bonds hammered as investors price in ‘protracted energy shock’
  FT
• Bank of Japan postpones rate rise after Middle East war erupts
  FT
• BofA apologises for bet against European private credit
  FT

Wednesday, March 18, 2026

Evening

• Stock futures tick down after Dow falls to fresh 2026 low: Live updates
  CNBC
• Oil extends gains to rise 5.6% after Iran attacks Gulf energy facilities
  Reuters
• Wall Street ends sharply lower after Fed keeps rates unchanged
  Reuters
• Gold Tumbles as Powell’s Inflation Concerns Dash Easing Bets
  Yahoo/Bloomberg
• Pentagon seeks more than $200 billion in budget request for Iran war, Washington Post reports
  Reuters
• Live updates: US knew of Israeli strike on Iranian gas field but didn’t take part, AP source says
  AP
• Iran missile attack on Qatar causes ‘extensive damage’ to facility housing huge gas plant
  CNBC
• Gasoline prices hit highest level since March 2022 as oil tops $100
  Yahoo Finance
• Fed projects one rate cut this year as Powell vows to stay on until DOJ investigation is finished
  AP
• Powell says he will remain Fed chief until successor confirmed
  Reuters
• US national debt surges past $39 trillion just weeks into war in Iran
  AP
• Cliffwater Private Credit Fund’s Outlook Cut to Negative by S&P
  Bloomberg
• Fannie and Freddie Shares Tank as Doubt Swirls About Trump Plans
  Bloomberg
• Propane Is Spiking, Piling Another Pain Point Onto US Consumers
  Bloomberg
• For U.S., Unmet Expectations in Iran Fit a Familiar Pattern in the Region
  NYT
• Fed Holds Rates Steady as Iran War Clouds Outlook
  WSJ
• How China Is Quietly Helping an Isolated Iran Survive
  WSJ
• Federal Reserve chief Jay Powell says Iran oil crisis will worsen US inflation
  FT
• Two shipments of Russian oil and gas head to Cuba in defiance of US
  FT

Afternoon

• Dow falls 400 points on hot inflation reading as Fed keeps rates unchanged: Live updates
  CNBC
• Both sides in Iran war ratchet up attacks on energy facilities, as oil prices surge
  AP
• Fed votes to hold rates steady, notes ‘uncertain’ impacts from Iran war
  CNBC
• Here’s what changed in the new Fed statement
  CNBC
• Reported attack hits South Pars natural gas field, an energy lifeline for Iran
  AP
• Fed meeting live updates: Federal Reserve expected to hold rates steady, share outlook amid Iran oil shock
  Yahoo Finance
• US drivers see gas prices jump to their highest level since 2023 as the Iran war drags on
  AP
• Trump’s failed strong-arming of allies on Iran shows that pressure is losing its effect
  AP
• Analysis-Iran war energy shock sparks global push to reduce fossil fuel dependence
  Reuters
• Merz Rallies for More Assertive Europe in Geopolitical Turmoil
  Bloomberg
• European Consumers Seek Out Solar, EVs as Energy Prices Surge
  Bloomberg
• Private Credit’s Investor Exodus Spreads to Consumer Loans
  WSJ
• Iran inflicts ‘extensive damage’ on site of world’s largest LNG plant in Qatar
  FT
• America’s war on Iran is a gift to Vladimir Putin
  FT
• BofA pitches bets against European private credit
  FT

General

• Stocks tumble as hot inflation reading and higher oil pressure market ahead of Fed: Live updates
  CNBC
• Oil Turns Higher as Iran Says Its Energy Facilities Were Hit
  Yahoo/Bloomberg
• Gold Falls to One-Month Low With Focus on Outlook for US Rates
  Yahoo/Bloomberg
• Wholesale prices rose 0.7% in February, much more than expected and up 3.4% annually
  CNBC
• Iran's huge Gulf gas field is struck in major escalation
  Reuters
• Iran Says US, Israel Struck Giant Gas Field as War Escalates
  Yahoo/Bloomberg
• Live updates: Iranian Intelligence Minister Esmail Khatib killed, Israel defense minister says
  AP
• Hormuz Reopening Looks Unlikely Without a Truce in Iran War
  Yahoo/Bloomberg
• Iran launches retaliatory strikes on Israel and U.S. assets after security chief Larijani is killed
  CNBC
• Israel strikes Iran natural gas facility in coordination with U.S.
  Axios
• Iran strikes Tel Aviv with cluster warheads in retaliation for killing of security chief
  Reuters
• China ignores Trump’s Hormuz request as the Iran war deepens and his Beijing trip slips
  AP
• Iran war has US farmers worried about the cost and availability of fertilizer
  AP
• Germany’s foreign minister warns Iran war could plunge ‘entire world into major crisis’
  Politico
• EU fears panic buying as gas reserves run low
  Politico
• Russia condemns U.S.-Israeli strike near Iran's Bushehr nuclear plant reactor
  Reuters
• Federal Reserve could signal no interest rate cuts this year in wake of Iran war
  AP
• Chipmakers in Malaysia monitoring risks from helium supply disruptions, association says
  Reuters
• US Supreme Court's Roberts says personal hostility aimed at judges has 'got to stop'
  Reuters
• Iran Warns Gulf Nations of Major Response After Gas Field Strike
  Bloomberg
• Bond Traders Lose Faith in Fed Rate Cut This Year on Oil, PPI
  Bloomberg
• Iran Price Shock Set to Hit Products From Cleaning to Tires
  Bloomberg
• US Home Insurance Prices Set to Keep Rising With Severe Weather
  Bloomberg
• Credit Fears, Oil Surge Rattle Brazil’s New Corporate Bond Sales
  Bloomberg
• Private Markets Chiefs Quit Australia’s Sovereign Wealth Fund
  Bloomberg
• What to Watch at the Federal Reserve’s March Meeting
  NYT
• Trump’s Next Decision: Whether to Retrieve Iran’s Nuclear Fuel, Whatever the Risk
  NYT
• Asia Turns Back to Coal as War Chokes Off Natural Gas
  NYT
• Iran vows retaliation against energy sites across Gulf after largest gasfield hit
  FT
• Iran still seen capable of escalating attacks on Gulf’s energy
  FT
• Japanese PM set for high-stakes meeting with Donald Trump over Iran
  FT
• Who cares if private credit goes kaput?
  FT
• Iran conflict turns shipping market into ‘wild west’
  FT

Evening

• Stock futures are flat as traders look ahead to Federal Reserve interest rate decision: Live updates
  CNBC
• Trump fumes at NATO for refusing to help secure the Strait of Hormuz, and embraces going it alone
  AP
• Trump Ditches Appeal for Help in Iran War, Slamming Allies
  Yahoo/Bloomberg
• US drivers see gas prices jump to highest level since 2023 as the Iran war drags on
  ABC
• Japan exports beat forecasts with 4.2% growth in February, but China and U.S. demand slumps
  CNBC
• US Carrier Involved in Iran Fight Heads Back to Port After Fire
  Bloomberg
• EVs Avoided the Use of 2.3 Million Barrels of Oil Per Day in 2025
  Bloomberg
• China Firms Ramp Up Derivatives Hedging to Record as Yuan Surges
  Bloomberg
• China, Russia Driving Autocratic Shift Around World, Report Says
  Bloomberg
• Russia Is Sharing Satellite Imagery and Drone Technology With Iran
  WSJ
• How MBS’s bet on Iran backfired
  FT
• JPMorgan halts $5.3bn Qualtrics debt deal as AI fears chill demand
  FT

Tuesday, March 17, 2026

Afternoon

• S&P 500 rises as market continues rebound from Iran conflict turmoil: Live updates
  AP
• Oil Rallies as Iran Targets Middle East Energy Infrastructure
  Yahoo/Bloomberg
• Live updates: Trump insists US can break Iran’s grip on the Strait of Hormuz without allies’ help
  AP
• Trump Belittles Allies That Rejected His Iran War Appeals
  Yahoo/Bloomberg
• "No imminent threat": U.S. Counterterrorism Center head resigns over Iran war
  Axios
• US pending home sales unexpectedly rebound in February on lower mortgage rates
  Yahoo/Reuters
• Pentagon Moving to Replace Anthropic Amid AI Feud, Official Says
  Yahoo/Bloomberg
• Iran and the Escalation Trap
  WSJ
• America Gave Up Some of Its Last Minesweepers. Then Iran Made Them Necessary Again.
  WSJ

General

• S&P 500 rises as market continues rebound from Iran conflict turmoil: Live updates
  CNBC
• Oil Rallies as Iran Targets Middle East Energy Infrastructure
  Yahoo/Bloomberg
• Iran targets UAE energy infrastructure as gas field set ablaze, tanker struck near Strait of Hormuz
  CNBC
• Live updates: Top Iranian security official Ali Larijani killed in overnight strike, Israel says
  AP
• Trump struggles to build coalition to reopen Strait of Hormuz
  Axios
• Don’t ‘blackmail’ us: Europe rejects Trump’s demand to help clean up Hormuz mess
  Politico
• ‘They hold the cards now’: Trump allies fear Iran is slipping beyond the president’s control
  Politico
• United Arab Emirates briefly closes airspace as Israel strikes Lebanon and Tehran
  AP
• Trump says he can do 'anything I want' with Cuba
  Reuters
• Private credit’s ‘off-ramp’ emerges as investors look to cash out and default fears grow
  CNBC
• Traders Snap Up Protection Against Extreme FX Swings on War Risk
  Yahoo/Bloomberg
• How the Iran war is an economic world war
  Axios
• Top counterterrorism official Kent resigns over Trump’s Iran war, says Iran posed no imminent threat
  AP
• Trump team applying pressure to media: Tell the war’s story the way we see it
  AP
• Australia central bank hikes rates to a near 1-year high as Iran war raises inflation risks
  CNBC
• Afghanistan says Pakistani airstrike killed 408 at Kabul drug rehab centre, Islamabad rejects charge
  Reuters
• Explainer: From sponsor to enemy: What's behind Pakistan's attack on Afghan Taliban?
  Reuters
• Private Credit Default Rates to Reach 8%, Morgan Stanley Says
  Bloomberg
• Private Credit Is Entering Its Musical Chairs Phase
  Bloomberg
• Japan Stays Guarded on Trump’s Ship Demands Ahead of Summit
  Bloomberg
• Oil Jump to Stir BOJ’s Worry Over Risk of Inflation Overheating
  Bloomberg
• Goldman Says Oil’s Biggest Shock to Hurt Refined Products Most
  Bloomberg
• Memory Chip Crunch to Persist Until 2030, SK Chairman Says
  Bloomberg
• Middle East War to Intensify Soaring European Corporate Distress
  Bloomberg
• War in the Gulf Is Now Churning the U.S.-China Relationship
  NYT
• Sucked Into War, Gulf Countries Face the Limits of U.S. Security Guarantees
  NYT
• I Predicted the 2008 Financial Crisis. What Is Coming May Be Worse.
  NYT
• These Are the 12 Fed Officials Who Are Voting on Interest Rates This Week
  WSJ
• The Blowup That Exposed How America’s Banks Are Entangled in Private Credit
  WSJ
• What Is Inference? Explaining the Massive New Shift in AI Computing
  WSJ
• Iran Unleashes New Crackdown on Its People to Head Off Uprising
  WSJ
• Donald Trump struggles to rally Nato allies to reopen Strait of Hormuz
  FT
• China is not going to bail Trump out
  FT
• Donald Trump says he will have the ‘honour’ of ‘taking Cuba in some form’
  FT
• Investors pile into cash at fastest pace since pandemic on Iran fears
  FT

Monday, March 16, 2026

Evening

• Stock futures are little changed after major averages rebound on easing oil prices: Live updates
  CNBC
• Stocks Jump as Brent Crude Pulls Back From $105
  Yahoo/WSJ
• War rages on multiple fronts as Israeli attacks in Lebanon grow, Iran shipping stranglehold persists
  AP
• Trump Demands Help With Hormuz, Threatens More Kharg Strikes
  Bloomberg
• Iran and U.S. have been in direct contact in recent days, sources say
  Axios
• Private credit strains ripple through Wall Street as investors grow wary
  Reuters
• Spring, climate change, jet stream serves up buffet of wild weather hitting US
  AP
• With Threats and Claims of ‘Treason,’ Trump Pressures Media on the War
  NYT
• Trump Officials Look to More Managed Approach to Trade With China
  NYT
• U.S. Allies Rebuff Trump’s Demand for Help Opening Strait of Hormuz
  WSJ
• Israel Invades Lebanon, Opening New Front Against Iran
  WSJ
• Time to Give Up the Jerome Powell Case
  WSJ
• Nvidia’s CEO Projects $1 Trillion in AI Chip Sales as New Computing Era Begins
  WSJ
• Donald Trump asks to postpone long-awaited summit with China’s Xi Jinping
  FT
• US diesel prices soar to almost $5 as Iran war pinches global supplies
  FT
• US says two of its three Gulf-based minesweepers are in Malaysia
  FT

Afternoon

• Dow bounces 300 points to start the week as oil prices fall back to $95 a barrel: Live updates
  CNBC
• Oil prices fall as Trump pressures allies to help protect tankers in Strait of Hormuz
  CNBC
• Live updates: US allies hesitate as Trump calls for warships in the Strait of Hormuz
  AP
• Trump's Iran war duties, not China disputes, could delay Beijing summit, Bessent says
  Yahoo/Reuters
• Markets May Be Underpricing Iran Risks, Bank of America Warns
  Yahoo/Bloomberg
• Trump side-stepped diplomacy on his way to war in Iran. Now, he’s asking China and others for help
  AP
• China warns Trump’s latest tariff moves could damage trade ties
  AP
• Time is running out on the Fed, Trump administration's game of chicken
  Axios
• How the Iran War Is Disrupting the Strait of Hormuz
  Bloomberg
• Court Papers Show Powell to Stay at Fed If Probe Continues
  Bloomberg
• Data Centers Overtake Offices in US Construction-Spending Shift
  Bloomberg
• Biggest Nato allies reject Trump’s Hormuz armada demand
  FT
• Donald Trump throws US-China reboot off course with threat to delay Xi Jinping summit
  FT
• Prolonged Iran war threatens to magnify economic pain, BIS warns
  FT

General

• Dow bounces to start the week as oil prices fall back to $95 a barrel: Live updates
  CNBC
• Treasury yields drop as investors track lower oil prices and look ahead to Fed rate decision
  CNBC
• Rupee pinned to lifetime low on stubbornly high oil, heavy equity outflows
  Reuters
• Live updates: Trump calls for allies to help reopen Strait of Hormuz
  AP
• Trump eyes "Hormuz Coalition," seizure of Iran's Kharg Island oil hub
  Axios
• US Allies Wary of Joining Trump’s Strait of Hormuz Mission
  Yahoo/Bloomberg
• Germany to Trump: This is ‘not NATO’s war’
  Politico
• Iran’s Upper Hand in Hormuz Is Pressuring Oil Buyers and Trump
  Yahoo/Bloomberg
• Behind the Curtain: Trump's escalation trap
  Axios
• 5 globe-spanning takeaways from Trump's FT interview
  Axios
• Trump suggests he may delay China trip, but Bessent says it’s not to pressure on Strait of Hormuz
  AP
• Trump signals possible delay to Beijing summit as U.S. pressures China to help reopen Strait of Hormuz
  CNBC
• US manufacturing output rises marginally in February
  Reuters
• Tricky negotiations begin Monday to renew a trade pact between the United States, Mexico and Canada
  AP
• Trump accuses Iran of using AI to spread disinformation
  Reuters
• Gulf Economies at Risk of Worst Slump Since ‘90s on Iran War
  Yahoo/Bloomberg
• Chinese Economy Surprises With Rebound But War Risks Loom
  Yahoo/Bloomberg
• Ray Dalio thinks the world looks like ‘pre-1945 times’ as we near the end of his ‘Big Cycle’
  Yahoo/Fortune
• Gulf Oil Behemoths Deepen Output Cuts as Hormuz Stays Blocked
  Bloomberg
• US Data Center Boom Slows Due to Power Grid Limits, WoodMac Says
  Bloomberg
• US Treasuries Erase 2026 Gains as Inflationary Angst Rises
  Bloomberg
• Trump Demands Help From Other Countries to Secure Hormuz
  Bloomberg
• Japan Defense Minister Says No Plans to Send Ships to Hormuz
  Bloomberg
• Why might President Trump find it hard to reopen the Strait of Hormuz?
  Reuters
• Iran War Chokepoints Begin to Cast Doubt on Global Chip Supply
  Bloomberg
• Trump Floats Xi Summit Delay If No Help on Hormuz, FT Says
  Bloomberg
• War in Iran Is Chewing Through American Missile Stockpiles
  Bloomberg
• China Reins in Fertilizer Exports as War Pushes Up Global Prices
  Bloomberg
• Silver Rout Was Worsened by ‘Destabilizing’ Leveraged ETF Spree, BIS Says
  Bloomberg
• Trump ‘Thrilled’ With FCC’s Carr Warning Networks on Coverage
  Bloomberg
• China Home Prices Drop at Slower Pace as Slump Abates
  Bloomberg
• Entering War’s Third Week, Trump Faces Stark Choices
  NYT
• Iran War Risks Sharpening Fed Divisions Over Rate Cuts
  NYT
• ‘It’s Just Crazy’: High Car Payments Make Ownership Feel Impossible
  NYT
• Oil Industry Warns Trump Administration That Fuel Crunch Will Likely Worsen
  WSJ
• Hack on U.S. Medical Company Shows Reach of Iran’s Cyber Capabilities
  WSJ
• White House Tries to Build Coalition on Iran to Address Energy Crisis
  WSJ
• Iran War Hits Europe With an Energy Shock It Can’t Afford to Absorb
  WSJ
• Inside a $42 Billion Private-Credit Black Box: More Black Boxes
  WSJ
• Bank of Japan Faces Familiar Dilemma as Iran Conflict Stirs Inflation
  WSJ
• Donald Trump warns Nato faces ‘very bad future’ if allies fail to help US in Iran
  FT
• Iran war reawakens global inflation fears
  FT
• Why Hormuz will haunt us long after this war ends
  FT
• Wall St underestimates private capital problems, says top credit hedge fund
  FT
• Retail investors pull billions from private capital’s credit gold mine
  FT
• Rising prices push US car ownership costs to breaking point
  FT
• China’s economy rebounds ahead of Iran crisis
  FT

Sunday, March 15, 2026

Evening

• U.S. oil prices top $100 as Trump administration threatens strikes on Iran’s crude export facilities
  CNBC
• Stock futures rise slightly as oil hovers at $100 with S&P 500 on 3-week losing streak: Live updates
  CNBC
• Oil Market Set for Tumultuous Week as Kharg Attack Raises Stakes
  Yahoo/Bloomberg
• Trump’s call for countries to send warships to protect the Strait of Hormuz brings no promises
  AP
• Trump suggests Iran ready to end war as Tehran sees no talks
  Yahoo/Bloomberg
• Pentagon Sees Iran War Lasting Up to Six Weeks, Trump Aide Says
  Yahoo/Bloomberg
• FCC’s Carr Threatens Broadcast Licenses Over News Coverage
  Yahoo/Bloomberg
• Gulf Economies at Risk of Worst Slump Since 1990s on Iran War
  Yahoo/Bloomberg
• Trump Leaves Allies and Foes Guessing on His Endgame for Iran
  Bloomberg
• Bond Market in Oil’s Grip Ponders Shifting Focus to Growth Worry
  Bloomberg
• Iran War Catapults Asia to the Frontline of a Global Energy Crisis
  Bloomberg
• That 70s Show Is Getting an Oil Spike Rerun
  Bloomberg
• What Are Trump’s Options for Securing the Strait of Hormuz?
  WSJ
• Oil Industry Warns Trump Administration Fuel Crunch Will Likely Worsen
  WSJ

General

• Oil Market Set for Tumultuous Week as Kharg Attack Raises Stakes
  Yahoo/Bloomberg
• Oil poised for further gains as Middle East conflict threatens export facilities
  Reuters
• A critical Fed meeting, $100 oil, and Micron earnings: What to watch this week
  Yahoo Finance
• Trump threatens more strikes on Iran's Kharg Island, pushes allies on Strait of Hormuz
  Reuters
• Live updates: Trump urges US allies to send warships to Strait of Hormuz
  AP
• Tehran claims the US attacked it from the UAE as Iran war enters its third week
  AP
• The Iran war is a new test of America's economic superpower
  Axios
• Two weeks into war with Iran, Trump has been knocked back on his political heels
  AP
• Iran says Russia and China providing ‘military cooperation’
  Politico
• Russia is supplying Iran with Shahed drones, Zelenskiy says
  Reuters
• US-China trade talks open in Paris, paving the way for Trump-Xi summit
  AP
• Exclusive: Meta planning sweeping layoffs as AI costs mount
  Reuters
• The Biggest Oil Risk Is at the Bottom of the Barrel
  Bloomberg
• US Calls for Americans to Leave Iraq ‘Now’ as Attacks Mount
  Bloomberg
• Japan Says Dispatching Ships to Middle East Faces High Hurdles
  Bloomberg
• F.C.C. Chair Threatens to Revoke Broadcasters’ Licenses Over War Coverage
  NYT
• For Trump, a Promised Economic Boom Collides With the Costs of War
  NYT
• Trump Wants to Secure Hormuz. Here’s What It Would Take.
  WSJ
• Iran Tests U.S. Military Might With a Guerrilla Assault on the Global Economy
  WSJ
• For Xi, Iran War Reinforces View of U.S. as Dangerous Superpower
  WSJ
• The AI Boom Has Exploded the San Francisco Housing Market
  WSJ
• Kim Jong Un Oversees Test of Tactical-Nuke Launchers
  WSJ
• Trump puts Japan’s Takaichi under pressure with call to send warships
  FT
• Why Iran could become the next Iraq
  FT
• Ukraine peace talks fizzle out as Trump’s focus shifts to Iran
  FT