Daily News Links

8694 posts

Saturday, March 14, 2026

General

• Live updates: Trump threatens Iran’s oil infrastructure after US bombs Kharg Island military sites
  AP
• Iran hits back after the US bombs a key island as the war enters its third week
  AP
• Greek oil tanker damaged in suspected Black Sea drone attack as wars disrupt global shipping
  AP
• Japan, South Korea ready to act against FX volatility, ministers say
  Yahoo/Reuters
• Allies to Trump: We’ll Live With Tariffs, Just Don’t Make Them Any Higher
  Yahoo/WSJ
• Why the US Attack on Iran’s Kharg Island Is a Worry for Oil Markets
  Bloomberg
• Iranian Retaliation Widens as Conflict Escalates Across Gulf
  Bloomberg
• Private Credit Fears, War Darken Outlook For US Financial Stocks
  Bloomberg
• Two Oil Tankers Seen at Kharg After Strikes, Satellite Firm Says
  Bloomberg
• Toxic Pollution From Iran War Will Spread and Last for Decades
  Bloomberg
• Why Little Was Done to Head Off Oil’s Strait of Hormuz Problem
  NYT
• Fears of ‘Cockroaches’ in the Private Credit Market
  NYT
• China’s Edge in an Oil Shock: Electric Cars and Renewables
  NYT
• A Visual Guide to How Iran Is Holding the Strait of Hormuz Hostage
  WSJ
• The Court Ruling in the Fed Chair’s Favor Is a Double-Edged Sword
  WSJ
• Are markets being too complacent about the Iran war?
  FT
• Iran war risks global food shock as fertiliser supplies cut
  FT

Friday, March 13, 2026

Evening

• Wall Street closes lower, posts weekly loss as war on Iran fuels inflation worries
  Reuters
• Live updates: 2,500 US Marines sent to Mideast as Iran war keeps pressure on oil prices
  AP
• Trump: Iran war will end when I ‘feel it in my bones’
  Politico
• Germany’s Merz turns against Trump over war in Iran
  Politico
• US-owned tanker attacked near Iraq was hit by unmanned boats, early findings show
  Reuters
• Judge quashes subpoenas in Justice Department’s investigation of Fed chair Jerome Powell
  AP
• Judge throws out subpoenas in Federal Reserve criminal probe
  Yahoo Finance
• JPMorgan, Partners Group Cancel UAE Events as War Drags On
  Yahoo/Bloomberg
• Market Stress Nears Tariff-Shock Level as Iran War Hits Assets
  Bloomberg
• Oil’s Crisis Deepens as Traders Fret on Longer Hormuz Blockage
  Bloomberg
• ‘Lose $1 Million in 2 Seconds’: Market Chaos Rocks Trading Desks
  Bloomberg
• Oil Turmoil Rattles $134 Billion Complex of Quant Trades
  Bloomberg
• Oaktree’s Poli Says Bigger Price Moves in Credit Are Coming
  Bloomberg
• U.S. Vows to Block Iran’s Attempt to Shut Down Key Global Shipping Route
  NYT
• Echoes of the ’70s in What’s Now the Largest Oil Shock Ever
  NYT
• Pete Hegseth Says ‘the Sooner David Ellison’ Buys CNN, ‘the Better’
  NYT
• More Marines and Warships Head to Middle East as Hormuz Mission Intensifies
  WSJ
• War Triggers Growing Rift in Trans-Atlantic Alliance Over Russia
  WSJ
• The oil price war
  FT
• Wall Street warns Iran war will trigger prolonged energy crisis
  FT
• Dubai financial district rattled by Iranian drones
  FT
• An Iran shock will further damage fragile inflation psychology
  FT

General

• Stock futures bounce as oil prices ease slightly with S&P 500 headed for third-straight losing week: Live updates
  CNBC
• Oil prices dip as Indian tanker sails out of Strait of Hormuz
  Reuters
• Live updates: Hegseth says Iran’s new supreme leader ‘is wounded and likely disfigured’
  AP
• Trump Warns of New Strikes on Iran as War Hits Two-Week Mark
  Yahoo/Bloomberg
• US carrying out rescue effort after military aircraft crash in Iraq
  Reuters
• US allows countries to buy Russian oil stranded at sea for 30 days
  Yahoo/Reuters
• Scoop: Trump claimed in G7 call that Iran is "about to surrender"
  Axios
• Trump officials: Ship escorts to start in Strait of Hormuz "soon"
  Axios
• Trump is ‘wrong’: Merz slams US decision to ease oil sanctions on Russia
  Politico
• US economy expanded at sluggish 0.7% in fourth quarter, government says, downgrading first estimate
  AP
• US consumer spending, core PCE inflation firmer in January
  Yahoo/Reuters
• BofA’s Hartnett Warns Markets Are Starting to Look Like 2008
  Yahoo/Bloomberg
• Exclusive: New US weapons for Taiwan could be approved after Trump's China trip, sources say
  Reuters
• Europe’s Whipsawed Bond Market Puts Hedge Funds in Spotlight
  Bloomberg
• Treasuries Fear Gauge Surges to Nine-Month High on War Risks
  Bloomberg
• Stavridis: Three Targets for US Boots on the Ground in Iran
  Bloomberg
• Iran’s New Leadership Is Betting on Endurance
  Bloomberg
• Killing of Modi’s Invited Iranian Guests Strains US-India Ties
  Bloomberg
• Afghanistan Says Pakistan Strike on Kabul Leaves Four Dead
  Bloomberg
• China’s Credit Shows Surprise Growth as Firms Step Up Borrowing
  Bloomberg
• China Urges US to Stop Taiwan Arms Sales After New Deal Report
  Bloomberg
• Globalization Faces Its Next Crisis
  NYT
• Why Bank Stocks Are Getting Beaten Up Over Private Credit
  WSJ
• Eurozone Bond Yields Rise to Multimonth Highs as Brent Surpasses $100 Again
  WSJ
• New U.S. Trade Probes Raise Concerns in Asia
  WSJ
• The Electric Grid Needs Huge Upgrades. No One Knows Who Will Pay for Them.
  WSJ
• How the Iran War Unraveled the Gulf’s Image as a Luxurious Safe Haven
  WSJ
• How Iran’s fightback surprised the US
  FT
• Adjusted EBITDA and the masking of leverage
  FT
• Tett: Iran, private credit and the echoes of 2008
  FT
• Iran is playing a long game
  FT
• Gulf states lose $15bn in energy revenues since start of war
  FT

Thursday, March 12, 2026

Evening

• Stock futures tick higher ahead of key inflation data; traders monitor oil prices and Iran war: Live updates
  CNBC
• Live updates: US military says a refueling aircraft went down in Iraq, rescue efforts are underway
  AP
• US carrying out rescue effort after military aircraft crash in Iraq
  Reuters
• Trump and Iran Strike Defiant Tone as Oil Markets See Little Relief
  Bloomberg
• Iran's Shi'ite allies step up strikes despite weakened hand
  Reuters
• Trump demands Fed cut rates. His Iran war has investors betting otherwise
  Reuters
• Markets’ hopes for Fed interest rate cuts are rapidly fading away
  CNBC
• Investors Hunt for Hedges as War Shatters Decades-Old Strategies
  Bloomberg
• Iran’s Missile Launcher Arsenal Holds Steady Despite Strikes
  Bloomberg
• 16 and Counting: Oil and Cargo Ships Are Growing Targets in War With Iran
  NYT
• An Exodus of Money Endangers Wall Street’s Private-Credit Craze
  WSJ
• War Is Raging. Tankers Are Burning. Yet the Stock Market Isn’t Panicking—for Now.
  WSJ
• US has burned through ‘years’ of munitions since start of Iran war
  FT
• Federal Reserve to loosen capital requirements for big US banks
  FT

Afternoon

• Dow dives 700 points as oil jumps, Iran says it will keep Strait of Hormuz shut: Live updates
  CNBC
• Oil Climbs as Traders Weigh Outlook for Hormuz Tanker Traffic
  Yahoo/Bloomberg
• Gold Slips as War Hikes Oil Prices and Dims Fed Rate-Cut Outlook
  Yahoo/Bloomberg
• Iran Leader Says Hormuz to Stay Shut, Trump Shrugs Off Oil
  Yahoo/Bloomberg
• Live updates: Iran’s supreme leader issues first statement, vowing to avenge those killed in the war
  AP
• Israel prepares to expand activity in Lebanon as conflict with Hezbollah escalates
  ABC
• Iran-linked hackers take aim at US and other targets, raising risk of cyberattacks during war
  AP
• What it will mean for the economy if the Strait of Hormuz stays closed
  Axios
• Trump's plan to release 172 million barrels from oil reserves would cut US energy backstop by over 40%
  Yahoo Finance
• As Iran war heightens affordability issues, don’t expect the Fed to ‘ride in and save the day,’ analyst says
  CNBC
• US facing headwinds in trade negotiations with Canada, US ambassador says
  Reuters
• Time runs out to avert new trade war as US patience with EU wears thin
  Politico
• Private Credit’s ‘Back Leverage’ Is Another Pain Point for Funds
  Bloomberg
• Putin’s ‘Hidden Hand’ Guides Iran’s Strikes in Widening Conflict
  Bloomberg
• US Allies Near China on Edge as Weapons Shift From Asia to Iran
  Bloomberg
• Oil Shock Sends Tremors Through World Economy: ‘This Really Is the Big One’
  NYT
• War With Iran Puts Further Strain on America’s Pessimistic Farmers
  NYT
• Airfares Have Doubled on Some Flights. The Sticker Shock for Spring Travel Is Upon Us.
  WSJ
• ‘Sitting ducks’: oil tankers trapped in Gulf as Iran widens attacks on shipping
  FT
• How the Iran war will change global business
  FT

General

• Dow dives 600 points as oil jumps, Iran says it will keep Strait of Hormuz shut: Live updates
  CNBC
• Oil prices touch $100 again as Iran ramps up shipping attacks in the Persian Gulf
  CNBC
• War Cost Sinks Long-Term Government Bonds on Deficit Worries
  Yahoo/Bloomberg
• Live updates: Iran’s supreme leader issues first statement, vowing to avenge those killed in the war
  AP
• US applications for unemployment benefits inch down to 213,000 as layoffs remain stable
  AP
• Iran Steps Up Attacks on Dubai and Shipping as War Escalates
  Yahoo/Bloomberg
• Six vessels attacked in Gulf, Strait of Hormuz as war puts merchant ships on front lines
  Reuters
• Oil tankers burn as Iranian strikes defy Trump's claim to have won the war
  Reuters
• Middle East War Is Causing Largest Oil Supply Disruption in History, IEA Says
  Yahoo/WSJ
• Trump administration estimates Iran war cost at over $11 billion in six days, source says
  Reuters
• Mideast Shipping Crisis Widens With More Tankers Hit in Gulf
  Yahoo/Bloomberg
• Two Tankers Attacked In Iraq Waters, Oil Terminals Suspended
  Yahoo/Bloomberg
• Trump and Iran signal no quick end to war as tankers burn in Iraqi waters
  Reuters
• Two Tankers Attacked In Iraqi Waters, Oil Terminals Suspended
  Yahoo/Bloomberg
• Iranian oil squeeze tests Trump's war plans
  Axios
• Calls grow for Hormuz ship escorts as Iran escalates attacks
  Axios
• Iran targets busiest international airport as top UN body demands halt to attacks on Gulf neighbors
  AP
• Trump administration launches new trade investigation
  Axios
• Private credit has a vibes problem
  Axios
• Morgan Stanley restricts redemptions at private credit fund after withdrawals surge
  Reuters
• A global food price shock looms as Middle East war rages on. Here’s who will be hit hardest
  CNBC
• Surging Air Fares Upend Global Travel as Peak Season Nears
  Yahoo/Bloomberg
• Oman Evacuates Oil Port, Ships Hit in Gulf as Crisis Worsens
  Bloomberg
• JPMorgan Says Hedge Funds Hit by Worst Drawdown Since April
  Bloomberg
• Private Credit Exodus Forces Caps at Cliffwater, Morgan Stanley
  Bloomberg
• Apollo's Private Credit Logic Is a Lot Like Goldman
  Bloomberg
• Australia Inflation Expectations Rise to Highest Since 2023
  Bloomberg
• Asian Banks Pause Gulf Lending Drive on Mounting Risks From War
  Bloomberg
• First 6 Days of Iran War Cost U.S. $11.3 Billion, Pentagon Says
  NYT
• Private Equity’s Private Credit Problem
  NYT
• Brent Tops $100 Again as Middle East Conflict Widens
  WSJ
• Escalating Hormuz Crisis Raises Specter of Prolonged Closure
  WSJ
• Iran’s Sea Mines Are One of Its Most Powerful Weapons
  WSJ
• Ending Iran War Quickly Carries Big Risks for the U.S. and Allies
  WSJ
• Government Bonds Look Vulnerable as Lengthy Period of High Oil Prices Looms
  WSJ
• President Trump’s Head-Spinning Pivot on an Emergency Oil Release
  WSJ
• As Health Insurance Costs Soar CFOs Seek Ways to Dull the Pain
  WSJ
• Investment fund questions valuations in Blue Owl’s private credit portfolio
  FT
• Partners Group sounds alarm on private credit default rates
  FT
• US launches new trade probes into a series of countries and the EU
  FT
• The Iran war’s shadow front: Iraq
  FT

Wednesday, March 11, 2026

Evening

• Stock futures slip as traders watch oil prices, Iran war for effect on economy: Live updates
  CNBC
• Oil Advances as Amped Up Iran Rhetoric Outweighs Release Plan
  Yahoo/Bloomberg
• Iran targets ships, Dubai airport and oil facilities as economic concerns mount
  AP
• Oil shock from Iran war prompts countries to open strategic reserves
  Reuters
• Trump Touts Strikes on Iran, Downplays Mine Threat in Hormuz
  Yahoo/Bloomberg
• US February budget deficit flat at $308 billion as tariff revenues not yet hit by court ruling
  Reuters
• US to Release 172 Million Barrels for IEA Plan to Tap Reserves
  Bloomberg
• US Launches Trade Probe Into China, EU in Trump’s Tariffs Revival
  Bloomberg
• Private Credit Firm Ares Holds Town Hall to Reassure Staff on Market Volatility
  Bloomberg
• BOJ Watchers Set Sights on April Rate Hike After Hold Next Week
  Bloomberg
• EU Warns Iran Conflict Could Push the Bloc’s Inflation Above 3%
  Bloomberg
• New York City’s Rating Outlook Cut to Negative by Moody’s
  Bloomberg
• Iran War: Five Things to Know
  WSJ
• Cliffwater caps payouts at credit fund as redemption requests surge
  FT

Afternoon

• Dow slides 400 points as oil prices move higher again amid Iran conflict: Live updates
  CNBC
• Oil prices up 4% as supply fears mount despite record stocks release plan
  Reuters
• Live updates: Global energy concerns mount as Iran effectively stops cargo traffic in the Strait of Hormuz
  AP
• Iran tells world to get ready for oil at $200 a barrel as it fires on merchant ships
  Reuters
• Iran has laid about a dozen mines in Strait of Hormuz, sources say
  Reuters
• Iran targets ships, Dubai airport and oil facilities as economic concerns mount
  AP
• Trump tells Axios there's "practically nothing left" to target in Iran
  Axios
• Wealthy nations pledge record release of emergency oil reserves in a bid to calm surging prices
  AP
• Trump keeps telling America he’s winning in Iran. He’s less clear in explaining how the war ends
  AP
• U.S. deficit tops $1 trillion through February but runs below year-ago pace
  CNBC
• JPMorgan marks down value of loan portfolios of some private credit groups, source says
  Reuters
• Pentagon blocks photographers from Hegseth’s briefings on the Iran war
  AP
• Zelenskyy to Trump: Put more pressure on Putin, ‘not on me’
  Politico
• In Leveraged Loan Selloff, Most Liquid Debt Gets Hit Hardest
  Bloomberg
• Operations Suspended at Oman Port as Drones Hit Fuel Tanks
  Bloomberg
• Record March Heat to Scorch Los Angeles, US Southwest
  Bloomberg
• U.S. Plan to Unblock Strait of Hormuz Collides With Realities of Global Insurance
  WSJ
• JPMorgan marking down loan portfolios of private credit groups
  FT
• Goldman executive says private markets clients ‘glad’ about Iran war ‘distraction’
  FT

General

• S&P 500 ticks lower as oil prices move higher again amid Iran conflict: Live updates
  CNBC
• Oil Rises as Traders Weigh War Impact and Reserves Release Plan
  Yahoo/Bloomberg
• Bond Yields Jump as Oil Prices Rise, Middle East War Outlook Uncertain
  Yahoo/WSJ
• Live updates: Global energy concerns mount as Iran effectively stops cargo traffic in the Strait of Hormuz
  AP
• Three Ships Struck in Day of Heavy Middle East Attacks
  Yahoo/Bloomberg
• Three cargo ships struck off Iran’s coast, UK says, including one in Strait of Hormuz
  CNBC
• Iran war has blocked the Strait of Hormuz, a vital oil chokepoint. Reopening it is a big challenge
  AP
• World Races to Protect Oil Flows as Iran Attacks Continue
  Yahoo/Bloomberg
• Analysis: Iran war becomes a contest of who can take the most pain
  AP
• U.S. forces sink 16 Iranian minelayers as reports say Tehran is mining the Strait of Hormuz
  CNBC
• Combatants in Mideast war trade more air strikes as Iran clamps down on dissent
  Reuters
• US Navy tells shipping industry Hormuz escorts not possible for now
  Reuters
• Consumer prices rose 2.4% annually in February, as expected
  CNBC
• Pimco Sees Crisis of ‘Bad Underwriting’ in Private Credit
  Yahoo/Bloomberg
• JPMorgan Restricts Private Credit Lending After Loan Markdowns
  Yahoo/Bloomberg
• US Mortgage Rates Climb to 6.19% in Biggest Gain Since September
  Yahoo/Bloomberg
• How the Iran war could impact hyperscalers’ massive AI buildout in the Middle East
  CNBC
• The Former Academic Guiding OpenAI’s Trillion-Dollar AI Buildout
  Yahoo/Bloomberg
• Iran war threatens Board of Peace
  Politico
• Europe’s plan to keep Ukraine afloat — even if Hungary keeps blocking €90B loan
  Politico
• War In Iran Is Creating a Fertilizer Crisis Like Never Before
  Bloomberg
• Amazon’s Mega Bond Sale Is Cheap — For a Reason
  Bloomberg
• Dudley: A Compromised Fed Would Risk a Fiscal Crisis
  Bloomberg
• Trump Directs War With the Markets Top of Mind
  NYT
• Iranian Military Shows It Knows How to Adapt, U.S. Officials Say
  NYT
• How Trump and His Advisers Miscalculated Iran’s Response to War
  NYT
• Iran Lays Mines in Strait of Hormuz, Triggering U.S. Response
  WSJ
• Trump Says the Iran War Is Nearly Won but Israel Has Other Ideas
  WSJ
• What the Iran war will mean for emerging market economies
  FT
• US airlines face $11bn fuel hit from Iran conflict
  FT
• Hedge fund Caxton loses more than $600mn in Iran war fallout
  FT

Tuesday, March 10, 2026

Evening

• Stock futures are little changed ahead of consumer inflation report: Live updates
  CNBC
• U.S. destroys 16 Iranian vessels amid worries of mines in Strait of Hormuz
  Axios
• 5 scenarios for how the Iran war could end
  Axios
• Spiking Pump Prices Dent Trump’s Willingness to Extend War
  Yahoo/Bloomberg
• Iran signaling it may deploy mines to disrupt Strait of Hormuz, U.S. sources say
  CBS
• Pentagon says about 140 troops wounded, 8 severely, in war with Iran
  MSN/WP
• Whistleblower claims ex-DOGE member says he took Social Security data to new job
  MSN/WP
• Iran’s Cheap, Plentiful Weaponry Puts US Military Under Unprecedented Strain
  Bloomberg
• Trump Warns Iran Against Laying Mines in Strait of Hormuz
  Bloomberg
• Oil Traders Line Up $7 Billion in Credit to Weather War Turmoil
  Bloomberg
• Atlanta Fed Board Seeks President Who Will Defend Independence
  Bloomberg
• ECB Won’t Allow Repeat of Last Inflation Shock, Lagarde Says
  Bloomberg
• It’s Not Just Oil. The Iran War Is Disrupting Many Essential Goods.
  NYT
• IEA Proposes Largest Ever Oil Release From Strategic Reserves
  WSJ
• Record Diesel-Price Surge Hits U.S. Truckers, Retailers and Manufacturers
  WSJ
• Republicans Grow Nervous Over Iran War, Gas Prices
  WSJ
• Microsoft backs Anthropic in legal fight with the Pentagon
  FT

Afternoon

• Dow rallies, continuing comeback from Iran war lows, as oil prices retreat: Live updates
  CNBC
• Oil prices tumble by 15% after Trump predicts Middle East de-escalation
  Reuters
• US and Iran dig in and ramp up threats as war rages with no end in sight
  AP
• Gas prices pass $3.50 per gallon to highest level since 2024 amid U.S.-Iran war
  CNBC
• What to know about the Strait of Hormuz, a key passageway essential for global energy supply
  AP
• What are the challenges in securing shipping through the Strait of Hormuz?
  Reuters
• Scoop: U.S. asks Israel to halt strikes on Iran's energy infrastructure
  Axios
• Private credit alarm bells echo 2007 subprime warnings
  Reuters
• Central banks have an oil price problem
  Axios
• Kevin Warsh faces an economic ‘perfect storm’ as he waits to take over as Fed chair
  CNBC
• Exclusive: Hezbollah returns to guerrilla roots, awaits Israeli invasion
  Reuters
• Iran's Hormuz Control Gives Country Leverage Despite Military Struggles
  Bloomberg
• Oil Armada Heads to Red Sea as Saudis Divert From Hormuz
  Bloomberg
• Amazon Attracts About $126 Billion of Orders for US Bond Sale
  Bloomberg
• Ukraine Faces Air Defense Squeeze as Iran War Burns Supplies
  Bloomberg
• Elevated Energy Prices Add to Fed’s Dilemma on Interest Rates
  NYT
• Rising Fuel Costs Pressure Airlines and Truckers
  NYT
• Iran Conflict Triggers Losses for Citadel, Millennium and Point72
  WSJ
• There is no return to normal on oil any time soon
  FT
• There is no easy exit to Trump’s war
  FT
• Citadel and ExodusPoint stung by Iran war turmoil
  FT
• Amazon leads record US corporate borrowing rush with $40bn bond sales
  FT

General

• Stocks decline as oil rises back above $90: Live updates
  CNBC
• Oil prices hover around $90 a barrel in volatile trading following Monday’s spike
  CNBC
• Gold gains on weaker dollar, easing inflation concerns
  Reuters
• Credit Risk Eases Most Since June as Swings Keep Traders on Edge
  Yahoo/Bloomberg
• Wall Street stagflation chatter rises
  Axios
• Back to the 1970s? Investors brace for a return of stagflation
  Reuters
• February home sales see small rebound, but supply growth is ‘sluggish’
  CNBC
• Iranian barrages target Israel and Gulf countries as US warns Iran of ‘most intense day of strikes’
  AP
• Iran says oil blockade will continue until attacks end, Trump threatens to hit harder
  Reuters
• Iran bets on endurance, energy disruption to outlast US, Israel
  Reuters
• Ship Clusters and Speeding Tankers Point to Hormuz Jamming
  Yahoo/Bloomberg
• Aramco sees 'catastrophic consequences' for oil markets if Hormuz strait remains blocked
  Reuters
• Iran fires drones toward Saudi Arabia and Kuwait
  AP
• A world at war: Iran conflict goes global
  Axios
• ‘Spillover’: Iran energy shockwaves hit Europe
  Politico
• US, Russia, China tearing down rules-based order, EU Council chief Costa warns
  Politico
• ‘Downright Panic’: Traders Tested to Limits on Oil’s Wild Monday
  Bloomberg
• Markets Buffeted by War, AI Stress and Credit Cracks All at Once
  Bloomberg
• The White House Is Still Flirting With Financial Chaos
  Bloomberg
• Busting the Myth of Treasuries as a Haven
  Bloomberg
• Biggest UAE Refinery Halts as Precaution After Drone Attack
  Bloomberg
• Trump Doesn’t Understand His Enemy. That Gives Iran an Edge.
  Bloomberg
• US Small-Business Optimism Declines on Weaker Sales Outlook
  Bloomberg
• Balyasny, Millennium, Point72 Lose Money in Volatile Markets
  Bloomberg
• Germany Helps Secure Scarce Air-Defense Missiles for Ukraine
  Bloomberg
• Extreme Heat Is Making Life Increasingly Unlivable
  Bloomberg
• America Is an Oil Exporter. Why Does a Mideast War Raise U.S. Gas Prices?
  NYT
• China Stockpiled More Oil Before War Broke Out in Iran
  NYT
• Trump Advisers Urge Him to Find Iran Exit Ramp, Fearing Political Backlash
  WSJ
• Iran’s Leadership Signals It Is Still in Control and Able to Fight
  WSJ
• U.S. and Iran Predicted a Very Different War Than the One Now Being Waged
  WSJ
• Iraq Becomes Battleground for U.S. Forces Once Again
  WSJ
• China Has Spent Years Preparing for the Iran Oil Crisis
  WSJ
• China’s Exports Surge in First Two Months of Year
  WSJ
• Ukrainians Retreat to Villages After Russian Bombing Turns Off Power in Cities
  WSJ
• Donald Trump says Iran war will end ‘very soon’
  FT
• Israel expects Lebanon offensive to outlast Iran conflict
  FT
• Europe and Asia battle for LNG as Iran war chokes supply
  FT
• China warns Maersk and MSC over high freight rates from Iran war
  FT
• Taco on Iran will come too late for Trump
  FT

Monday, March 9, 2026

Evening

• Stock futures fall as traders weigh Trump’s signal that Iran war may soon end: Live updates
  CNBC
• Dow closes wild session up 200 points as oil reverses lower and Trump signals Iran war near an end: Live updates
  CNBC
• Oil Wipes Out Gains to Trade Below $90 in Wild Trading Session
  Yahoo/Bloomberg
• Trump says Iran war will be over "very soon"
  Axios
• Trump says Iran ‘war is very complete,’ talks to Putin: Reports
  CNBC
• Why the Strait of Hormuz is so difficult to defend
  Axios
• Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran Foreign Ministry warns
  CNBC
• Oil Slides After Trump Seeks to Ease Concerns Over War Length
  Bloomberg
• Putin and Trump Discuss Iran in First Phone Call This Year
  Bloomberg
• Wall Street Tail-Risk Hedges Rally as Conflict Shakes Markets
  Bloomberg
• Trump’s War Becomes World’s Latest Economic Hazard
  NYT
• Goldman pitches hedge funds on strategies to bet against corporate loans
  FT

Afternoon

• Stocks pare losses as oil falls back below $100; Dow is down 400 points: Live updates
  CNBC
• European Stocks Fall as Oil Price Surge Stokes Inflation Fears
  Yahoo/Bloomberg
• Emerging-Market Currencies Pare Drop as Oil, Dollar Surge Fade
  Yahoo/Bloomberg
• Live updates: Pentagon identifies seventh US service member killed in Iran war
  AP
• Iran war puts at risk key pipelines, terminals and refineries that supply the world with oil and gas
  AP
• Exclusive-Trump reviews options to curb energy prices as Iran strikes roil markets
  Yahoo/Reuters
• Iran war's energy price shock is likely to spiral economy-wide
  Axios
• Gulf states throttle oil flows as crippling shutdowns loom
  Yahoo/Telegraph
• Iran may be activating sleeper cells outside the country, alert says
  ABC
• Anthropic sues Trump administration seeking to undo ‘supply chain risk’ designation
  AP
• Trump Says ‘I Have a Plan’ as War Triggers Tumult in Oil Market
  Bloomberg
• Beaten Down IPOs Face ‘Negative Feedback Loop’ After Lock-Ups
  Bloomberg
• G7 Countries Hold Off on Releasing Emergency Oil Supplies
  NYT
• How the Iran Conflict Is Widening, in Maps
  WSJ
• U.S. and Western Allies Turn to Reserves to Counteract Gulf Oil Crisis
  WSJ
• About those inflation fears
  FT
• Gulf states fear threat to water infrastructure as Iran war escalates
  FT
• The rise of Mojtaba Khamenei
  FT

General

• Dow tumbles 600 points as oil tops $100 a barrel, raising stagflation fear: Live updates
  CNBC
• Global Bond Rout Grows as Oil Upends Interest-Rate Outlook
  Yahoo/Bloomberg
• Oil Soars Above $100 as Iran War Forces Saudi Production Cuts
  Yahoo/Bloomberg
• Dollar surges as Middle East war sends oil above $110 a barrel
  Reuters
• Emerging-Market Rout Deepens as Oil Shock Sparks Investor Flight
  Yahoo/Bloomberg
• Japan’s Nikkei Enters Correction as Oil Spikes, Iran Fears Weigh
  Yahoo/Bloomberg
• Wall Street follows global markets lower as Iran war briefly pushes crude prices near $120 a barrel
  AP
• Crop Prices Jump as War Snarls Trade and Risks Tightening Supply
  Yahoo/Bloomberg
• Trump says ending Iran war will be 'mutual' decision with Netanyahu
  Reuters
• The Iran war's economic blowback is getting real
  Axios
• How the Iran energy shock could bring lasting geopolitical change
  Axios
• China consumer inflation hits three-year high as producer deflation eases
  CNBC
• How the Iran War Is Disrupting Global Oil and Gas Supply
  Bloomberg
• Soaring Credit Risk Pushes Borrowers to Keep Delaying Bond Sales
  Bloomberg
• IMF Urges Preparation for ‘Unthinkable’ Amid Mideast Conflict
  Bloomberg
• Momentum Trades Rapidly Unwind as Global Selloff Takes Hold
  Bloomberg
• EM Stocks Down 10% From Peak as Oil Surges, Currencies Slide
  Bloomberg
• Japan’s Stagflation Risk Mounts With $100 Oil and Sagging Yen
  Bloomberg
• Chinese Sovereign Bonds Slump as Oil Surge Fans Inflation Worry
  Bloomberg
• Aluminum Rises to 2022 High as Iran War Stokes Supply Crunch
  Bloomberg
• The Oil Pipelines That Could Decide the Iran War
  Bloomberg
• Asia’s Ultra-Rich Having Second Thoughts on Dubai as War Rages
  Bloomberg
• Iran War Is Giving Markets a Covid-Like Shock
  Bloomberg
• China Warns Japan Over Taiwan Premier’s First Visit Since 1972
  Bloomberg
• For China, Billions of Dollars Are at Risk From a Widening War
  NYT
• Iran Signals a Fight to the End With Appointment of Khamenei’s Son
  WSJ
• America’s Natural-Gas Bounty Is Cushioning U.S. Markets From Global Shocks
  WSJ
• U.S. and Israeli Military Campaign Tests Limits of Air Power
  WSJ
• Middle East war day 9 as it happened: Mojtaba Khamenei becomes Iran’s supreme leader
  FT
• G7 discuss joint release of emergency oil reserves
  FT
• Mojtaba Khamenei’s appointment is a sign Iran’s hardline policies will continue
  FT
• Trump’s Venezuela strategy has failed in Iran
  FT
• Gilt market slump deepens as traders bet on Bank of England rate rise
  FT
• Jefferies claims Western Alliance made ‘false’ statements over First Brands
  FT

Sunday, March 8, 2026

Evening

• Dow futures tumble 1,100 points as U.S. oil tops $116 a barrel to begin the week’s trading: Live updates
  CNBC
• Oil Market Chaos to Deepen as More Gulf Giants Cut Output
  Yahoo/Bloomberg
• Hormuz Tracker: Iran-Linked Ships Are the Only Ones to Transit
  Yahoo/Bloomberg
• Iran war’s targets widen into civilian infrastructure and Saudi Arabia reports first deaths
  AP
• Iraqi oil production collapses with Strait of Hormuz blocked by conflict, sources say
  Reuters
• Scoop: U.S. dismayed by Israel's Iran fuel strikes, sources say
  Axios
• Iran's next supreme leader: Khamenei's hardline son Mojtaba
  Axios
• Oil built the Persian Gulf. Desalinated water keeps it alive. War could threaten both
  AP
• Trump Threatens to Stall Bills Until His Voting Measure Passes
  Yahoo/Bloomberg
• Oil Tops $110 as Iran War Forces More Gulf Giants to Cut Output
  Bloomberg
• Mojtaba Khamenei: Iran’s New Supreme Leader Fights Trump, Israel and Anger at Home
  Bloomberg
• Private Credit’s Gate-Crashers Are Forcing Funds Into a Brutal Spot
  Bloomberg
• Stock and Bond Traders Eye Another Volatile Open
  Bloomberg
• Why the AI Boom Will Make Phones, Cars and Electronics More Expensive
  Bloomberg
• Goldman Says Hedge Funds Add Short Bets on US Stocks Amid Rout
  Bloomberg
• Energy Secretary Says Tankers Could Start Moving Soon
  NYT
• State Dept. Said to Order Diplomats in Saudi Arabia to Leave
  NYT
• U.S. Embassy in Baghdad Targeted as Iraq Gets Drawn Deeper Into Regional War
  NYT
• How Trump’s War in Iran Has Echoes of Putin and Ukraine
  NYT
• The Long-Feared Persian Gulf Oil Squeeze Is Upon Us
  WSJ
• De Facto Wartime Leader Steers Iran’s Defiant Response to U.S.
  WSJ
• Iraq Becomes Battleground for U.S. Forces Once Again
  WSJ
• It’s High Time to Restock U.S. Munitions
  WSJ
• America’s Natural-Gas Bounty Is Cushioning U.S. Markets From Global Shocks
  WSJ
• Mojtaba Khamenei’s appointment is a sign Iran’s hardline policies will continue
  FT
• Trump raises the stakes in Iran by weighing deployment of US ground forces
  FT

General

• Live updates: Iran accused of attacks in the UAE and Bahrain, while Tehran blanketed by smoke from Israeli strikes
  AP
• Iran war’s targets widen into civilian infrastructure as Bahrain says water plant hit
  AP
• Bond Traders Already Had Their Hands Full, ‘Then a War Breaks Out’
  Yahoo/Bloomberg
• War escalation, jobs report fallout, and Oracle earnings: What to watch this week
  Yahoo Finance
• US inflation gauges likely diverged before war in Iran
  Yahoo/Bloomberg
• U.S. weighs sending special forces to seize Iran's nuclear stockpile
  Axios
• Iranian foreign minister pushes back on demand for 'unconditional surrender'
  Politico
• Tehran Engulfed in Fire, Smoke and Acid Rain Following Strikes
  Bloomberg
• Oil Market Chaos to Deepen as More Gulf Giants Cut Output
  Bloomberg
• Option Frenzy From Oil to Corn Highlights Iran War Market Stress
  Bloomberg
• Gas, Diesel, Jet Fuel Prices Climb as Iran War Chokes Supplies
  Bloomberg
• Iraq Oil Output Plunges About 60% as Iran War Blocks Tankers
  Bloomberg
• America Is Ignoring Lessons From Vietnam to Iraq
  Bloomberg
• Attacks on Desalination Drag Water Supplies Into the War With Iran
  WSJ
• America’s Military Is Focused on Iran. Its Biggest Challenge Is China.
  WSJ
• The guards rise again: the force still shaping Iran
  FT