Daily News Links

8694 posts

Saturday, March 7, 2026

Evening

• UAE and Kuwait Start Oil Output Cuts After Hormuz Blockage
  Yahoo/Bloomberg
• Kuwait declares force majeure, cuts crude oil output due to Middle East conflict
  Reuters
• Trump Says US May Target New Parts of Iran in Escalating War
  Yahoo/Bloomberg
• Iran is hitting the radars that underpin US missile defenses
  MSN/WP
• Katyusha rockets target US embassy in Baghdad, security sources say
  Reuters
• Times the U.S. has installed a foreign leader, as Trump zeroes in on Iran
  Axios
• Trump Says He Ruled Out Having Kurdish Forces Join Iran Fight
  Bloomberg
• Traders Snatch Up Derivatives as Risks Grow: Credit Weekly
  Bloomberg
• Iran Is Hitting the Radars That Underpin U.S. Missile Defenses
  WSJ
• Gulf States Had a Strategy of Playing Nice With Iran. It Failed.
  WSJ
• Donald Trump calls for more US military action in Latin America
  FT

General

• Oil and gas prices rapidly rise as Iran war shows no signs of letting up
  AP
• Live updates: Trump says he’ll hit Iran harder as Iranian president apologizes to neighbors
  AP
• Trump Says US May Target New Parts of Iran in Escalating War
  Yahoo/Bloomberg
• Trump vows to step up Iran bombing, as gas price surge worsens
  Axios
• Intel report warns large-scale war "unlikely" to oust Iran's regime
  MSN/WP
• One week into Iran war, the dangers for the US and Trump multiply
  Reuters
• Iran war threatens a prolonged hit to global energy markets
  Reuters
• US-Israel war with Iran sends shockwaves through global business
  Reuters
• Iran war threatens to scramble the ‘affordability’ midterm
  CNBC
• Israel warns Lebanon of 'heavy price' as bombardment pounds Beirut suburbs
  Reuters
• Global Economy Faces Widening Strains as Mideast War Intensifies
  Bloomberg
• BlackRock’s Retail Private-Credit Hopes Run Into Market’s Angst
  Bloomberg
• ‘Designed to Wreak Havoc’: The Cheap Drones Shaping the War With Iran
  NYT
• How War in the Middle East Could Sow Hunger
  NYT
• Gulf States Had a Strategy of Playing Nice With Iran. It Failed.
  WSJ
• Iran Is Hitting the Radars That Underpin U.S. Missile Defenses
  WSJ
• Iran’s High-Risk Strategy for a No-Limits Middle East War
  WSJ
• The Big Winner From the Persian Gulf Energy Crisis? Russia
  WSJ
• Trump’s war on Iran is spreading. Where does it stop?
  FT
• The war of unintended consequences
  FT
• US faced with few good options to tamp down surging oil prices
  FT
• Iran warns it will hit US bases across region hours after president’s apology
  FT

Friday, March 6, 2026

General

• Dow falls 900 points after Trump comments spike oil, surprise job loss in February: Live updates
  CNBC
• WTI crude tops $87, hits highest level since April 2024, Brent crude breaks above $89 a barrel
  CNBC
• Big bond markets left battered and bruised as Middle East war stokes inflation angst
  Reuters
• Gold rises as Middle East conflict spurs safe-haven demand
  Reuters
• Trump says there will be no deal with Iran except ‘unconditional surrender’
  CNBC
• Live updates: Israeli strikes pound Iran and Lebanon as US warns attacks will intensify
  AP
• U.S. payrolls unexpectedly fell by 92,000 in February; unemployment rate rises to 4.4%
  CNBC
• Intense Israeli strikes hit Iran and Lebanon as US warns the bombardment will ‘surge dramatically’
  AP
• Energy woes deepen as Trump team looks to soften blow
  Axios
• Gulf allies complain US didn’t notify them of Iran attacks and ignored their warnings, sources say
  AP
• Russia is providing Iran intelligence to target US forces, officials say
  MSN/WP
• CEO says ‘no choice’ but to challenge Trump admin’s supply chain risk designation in court
  CNBC
• There Is No Iran Endgame That Doesn’t Risk Chaos
  Bloomberg
• Missile Interceptor Shortage Worries Flare in World’s Capitals
  Bloomberg
• Reinsurers Triple Ship Insurance Costs After US Torpedo Attack
  Bloomberg
• Credit Traders Are Unwinding Their Gigantic Bullish Position
  Bloomberg
• Blue Owl Has £36 Million Exposure to Collapsed UK Lender to Rich
  Bloomberg
• Direct Lenders Have Taken Keys to Nearly 150 Companies in Europe
  Bloomberg
• Global Funds Pull Money From Asia at Fastest Pace in Four Years
  Bloomberg
• Merz Warns of Economic Damage Due to ‘Endless’ War Against Iran
  Bloomberg
• Earth Is Warming Faster Than Previously Estimated, New Study Shows
  Bloomberg
• Kuwait Cuts Oil Production as Storage Fills Up
  WSJ
• Oil Stranded in Strait of Hormuz Has Few Routes Out
  WSJ
• Large-Scale Attacks Intensify Tensions in Middle East
  WSJ
• The Iran War Is Hitting Gulf Markets, Lifting Israel and Shifting Risk Across the Region
  WSJ
• Qatar warns war will force Gulf to stop energy exports ‘within days’
  FT
• Global bonds slump as Iran war upsets rate-cut bets
  FT
• The Iran war presents a ‘guns and butter’ nightmare for investors
  FT
• Iran hits Amazon data centres in jolt to Gulf AI drive
  FT
• BlackRock limits redemptions at private credit fund as outflows swell
  FT
• Western Alliance sues Jefferies for fraud tied to First Brands loans
  FT

Evening

• Dow futures rise, but index heads for worst week since October on oil surge: Live updates
  CNBC
• U.S. crude oil tops $80 per barrel as escalating Iran war disrupts global fuel supplies
  CNBC
• Pentagon says it is labeling AI company Anthropic a supply chain risk ‘effective immediately’
  AP
• The February jobs numbers are coming out Friday. Here’s what to expect
  CNBC
• Trump hints U.S. will turn to Cuba after Iran: ‘Just a question of time’
  CNBC
• Long-Trusted Haven Trades Are Failing as Gold, Treasuries Fall
  Bloomberg
• Yuan Funding Hits Record $200 Billion as China’s Ambitions Grow
  Bloomberg
• Iranian Missiles Shake Gulf Finance’s Image of Stability
  Bloomberg
• How $800 Monthly Car Payments Are Hurting Car Sales
  NYT
• Can Trump Really Defend All Tankers in the Persian Gulf?
  WSJ
• China Admits It Has an Economic Problem
  WSJ
• Donald Trump says he must be ‘involved’ in choosing Iran’s next leader
  FT
• Depleted oil reserve leaves US exposed as Iran war pushes up prices
  FT
• Iran turns to cheap drones as US and Israel target missile launchers
  FT

Thursday, March 5, 2026

Afternoon

• Dow falls 1,000 points as oil resumes surge, hitting $80 a barrel amid Iran conflict: Live updates
  CNBC
• Oil jumps more than 3% on supply concerns as Iran conflict widens
  Reuters
• Exclusive: Trump says he must be involved in picking Iran's next leader
  Axios
• Iran foreign minister: Not seeking ceasefire, warns U.S. invasion would be ‘big disaster for them’
  CNBC
• Iran Vows to Escalate Attacks as Trump Hails Progress in War
  Yahoo/Bloomberg
• Iran Intensifies Attacks Across Gulf as Israel Hits Tehran
  Bloomberg
• US Oil Tops $80 a Barrel for First Time Since January 2025
  Bloomberg
• Hormuz Is the Hidden Risk to the AI Economy
  Bloomberg
• Trump Finds He Needs Europe Now That He’s Waging War in Iran
  Bloomberg
• Thousands flee Beirut after sweeping Israeli evacuation order
  FT
• Middle East conflict strands ships with cargoes of fresh food and live animals
  FT

General

• S&P 500 falls as oil prices rise amid U.S.-Iran conflict: Live updates
  CNBC
• Oil rises over 2% on supply concerns as Iran conflict widens
  Reuters
• Saudi Arabia Races to Reroute Oil as Gulf Storage Fills Up Fast
  Yahoo/Bloomberg
• South Korea’s Kospi rebounds to clock its best day since 2008, soaring 10%
  CNBC
• Here are all the countries now involved in the Iran war
  Axios
• Iran could disrupt the Strait of Hormuz with drones for months
  Reuters
• How Iran's Strait of Hormuz shutdown could hit the global economy
  Axios
• Kurds backed by Mossad, CIA could lead next phase of war in Iran
  Axios
• Iran’s Shahed drone: How ‘the poor man’s cruise missile’ is shaping Tehran’s retaliation
  CNBC
• Exclusive: Hezbollah elite fighters return to south Lebanon to fight Israeli troops, Lebanese sources say
  Reuters
• Repatriation flights ramp up as nations race to bring citizens home from Middle East
  AP
• Airline Troubles Mount as Global Flight Cancellations Top 23,000
  Yahoo/Bloomberg
• US jobless claims filings unchanged from previous week at 213,000 as layoffs remain low
  AP
• Fed's Barkin: Sticky inflation, better jobs data could shift the risk outlook for the Fed
  Yahoo/Reuters
• ‘Crowded’ Dispersion Trade Rattled by Spiraling Iran Worries
  Yahoo/Bloomberg
• Has the Iran war changed the Gulf forever?
  Reuters
• Trump’s FAFO moment: America needs Europe after all
  Politico
• Bank of Canada warns of risks linked to non-bank players in debt markets
  Reuters
• China Keeps Record-High Budget Deficit Target to Spur Growth
  Yahoo/Bloomberg
• China to inject $44 billion into state banks, boost tech financing
  Reuters
• China sets a lower economic growth target of 4.5% to 5% for 2026 as challenges loom
  AP
• China says it is the world leader in R&D for AI, vows to boost tech self-reliance
  Yahoo/Reuters
• Private Credit Is Learning All About Liquidity
  Bloomberg
• BlackRock Slashes Another Private Loan Value From 100 to Zero
  Bloomberg
• How the Iran War Is Disrupting Global Oil and Gas Supply
  Bloomberg
• Asia’s Deepening Oil Crunch Triggers Fuel Hoarding, Price Hikes
  Bloomberg
• Iran Can Turn the Persian Gulf Into a Minefield
  Bloomberg
• How Data Centers Became a Casualty of War
  Bloomberg
• Gulf Frustrated at Being the Center of War That’s Not Theirs
  Bloomberg
• Inflation More Worrying Than Growth on Iran War, ECB’s Nagel Says
  Bloomberg
• China Tells Top Refiners to Halt Diesel and Gasoline Exports
  Bloomberg
• Trump Follows His Gut. His National Security Advisers Try to Keep Up.
  NYT
• Russia Is Big Winner as Iran War Drains Supplies That Ukraine Needs
  WSJ
• China Signals New Era of Slower Economic Growth
  WSJ
• Worries grow in Washington about lack of any post-war vision
  FT
• Gulf oil producers face race to resume exports before storage fills up
  FT
• Europe confronts threat of another energy crisis
  FT
• Fertiliser disruption from Iran conflict prompts global food shortage warnings
  FT
• Iran war triggers aluminium supply crunch and shutdowns across Middle East
  FT
• How Pedro Sánchez became Donald Trump’s nemesis in Europe
  FT

Wednesday, March 4, 2026

Evening

• US stocks rebound after strong economic updates and as oil prices stop spiking
  AP
• Spain’s government denies cooperating with US operations in Mideast, contradicting White House
  AP
• EU scrambles to defend Spain from Trump’s embargo menace
  Politico
• Fed's Beige Book paints mixed picture of economy as hiring remains flat and tariffs raise costs
  Yahoo Finance
• Trump Vows Data-Center Pledge Will Eventually Cut Power Costs
  Yahoo/Bloomberg
• Putin threatens to cut off gas supplies to Europe
  Yahoo/Telegraph
• Trump’s Shifting Iran Strategies Risk a Chaotic Global Endgame
  Bloomberg
• Money Funds Rise to Record $8.27 Trillion in Dash for Cash
  Bloomberg
• Trump ‘Actively Considering’ U.S. Role in Postwar Iran
  WSJ
• Some European Leaders Are Now Openly Challenging Trump Over Iran
  WSJ
• Fed’s Beige Book Sees a Stable Economy Still Facing Challenges
  WSJ
• Judge Orders Government to Begin Refunding More Than $130 Billion in Tariffs
  WSJ
• Rate of Iranian ballistic missile launches is declining, western officials say
  FT
• Trump tells AI companies they need ‘PR help’ over data centre backlash
  FT

Afternoon

• Dow jumps 300 points as oil surge from Iran conflict eases, economic outlook brightens: Live updates
  CNBC
• Oil Swings as Iran Denies Report of US Outreach to End War
  Yahoo/Bloomberg
• Gold Advances as Dip-Buyers Enter Market Despite Dollar Strength
  Yahoo/Bloomberg
• Shippers and Oil Traders Seek Details on Trump’s Convoy Plan
  Yahoo/Bloomberg
• Airline Troubles Compound as Flight Cancellations Surpass 20,000
  Yahoo/Bloomberg
• Shipping Has Collapsed Through Vital Strait of Hormuz
  Bloomberg
• How Iran Conflict Is Disrupting Strait of Hormuz
  Bloomberg
• US Use of Costly Weapons Against Iran Tests Limits of Inventory
  Bloomberg
• Iran Tests Its Pain Threshold in Survival Battle With US and Israel
  Bloomberg
• US Services Activity Expands Most Since 2022 on Demand
  Bloomberg
• US War on Iran Challenges China and 'Axis of Chaos' Partners
  Bloomberg
• How the Iran War Is Choking Off the World’s Oil and Gas
  NYT
• The High Stakes of Keeping the Strait of Hormuz Open
  NYT
• Strait of Hormuz: The Oil Bottleneck Threatening the Global Economy
  WSJ
• Oil Market Turmoil to Continue Even If Hormuz Reopens
  WSJ
• Bank of Canada Urges Regulators to Play Catch-Up on Private-Credit Risk
  WSJ
• Israel expects weeks-long war against Iran
  FT
• Gulf states in race to secure more US interceptors
  FT
• Gulf insurance costs soar 12-fold despite Trump guarantee
  FT
• Iran war upends popular trades
  FT
• Sea levels already ‘much higher’ than many scientists had estimated
  FT

General

• S&P 500 ticks higher as crude oil trades lower after Iran conflict surge: Live updates
  CNBC
• Panic Sweeps Korean Stocks in Biggest One-Day Crash on Record
  Yahoo/Bloomberg
• South Korea’s Kospi plunges 12% putting it on track for its worst day in decades as Iran conflict rages
  CNBC
• Oil shock fear hits Asian tech stocks while European selloff pauses
  Reuters
• Oil Pares Gain on Report of Iran-US Outreach in Bid to End War
  Yahoo/Bloomberg
• Iran Conflict Spurs Rebound in U.S. Borrowing Costs
  Yahoo/WSJ
• Hormuz shutdown worsens after US hits Iranian warship; tankers stranded for fifth day
  Reuters
• Trump Pledges Safe Mideast Oil Transit as Iran War Rages On
  Yahoo/Bloomberg
• Hormuz shutdown could force Iraq, Kuwait to curb oil output within days, JP Morgan says
  Reuters
• Supply chain disruptions from the Iran war could raise prices for drugs, electronics and more
  AP
• Iran's Revolutionary Guards take wartime lead, ensuring harder line, sources say
  Reuters
• Exclusive: The Trump-Netanyahu call that changed the Middle East
  Axios
• Private companies added 63,000 jobs in February, January revised to just 11,000 additions, ADP says
  CNBC
• Bessent says global 15% tariff starts this week, predicts Trump duties will return to old levels later this year
  CNBC
• Private Market Titans Warn of Pain as Credit Cracks Widen
  Yahoo/Bloomberg
• Soaring Power Prices Have US Politicians Searching for Solutions
  Yahoo/Bloomberg
• Big investors have been fleeing for-sale housing market, even before Trump ordered ban
  CNBC
• China factory activity contracts for second month in February
  Yahoo/Bloomberg
• Trump's Asian allies fear Iran war will sap defences against China
  Reuters
• US strikes on Iran ‘outside international law,’ says Macron
  Politico
• ‘We say no to war’: Spain pushes back against Trump’s threats
  Politico
• A Russian-flagged tanker erupts in a massive fire and sinks off Libya
  AP
• Global Funds Unwind Hottest AI Trades as Oil Supply Fears Mount
  Bloomberg
• Japan No. 2 Lender SMFC’s Shares Tumble After Reported MFS Exposure
  Bloomberg
• Top Fed Official, Wary of Inflation, Calls for Extended Rate Pause
  NYT
• Iran Escalates Attacks on Gulf Nations as Conflict Widens
  WSJ
• Container Shipping Companies Halt Bookings, Divert Vessels Due to Middle East Risks
  WSJ
• Israel Is Blowing Up Iran’s Police State to Clear the Way for a Revolt
  WSJ
• Record Numbers of Workers Are Raiding Their 401(k) Savings
  WSJ
• OECD Sees Rising Refinancing Risk as Bond Sales Surge
  WSJ
• Eurozone Jobless Rate Hit New Record Low in January
  WSJ
• Australia’s Growth Accelerates, Bolstering Case for RBA to Raise Rates
  WSJ
• Powell Won, but the Fed Might Still Lose
  WSJ
• Investors ditch private credit funds on rising worries over bad loans
  FT
• Gold and silver flows disrupted as Iran war grounds flights
  FT
• US shale bosses warn they cannot replace war-hit Middle East oil
  FT
• Strait of Hormuz disruption threatens Middle East food imports
  FT
• Is this Hizbollah’s last stand?
  FT

Tuesday, March 3, 2026

Evening

• Stock futures are flat as traders monitor latest developments in U.S.-Iran war: Live updates
  CNBC
• Dow drops 400 after trimming an early plunge of 1,200 as oil prices climb even higher
  AP
• Bond markets dominated by inflation fear, prompting rate-cut bets to fall
  Reuters
• Anxious travelers scramble as Iran war strands tens of thousands across the Middle East
  AP
• What to know about the Strait of Hormuz, a key passageway essential for global energy supply
  AP
• The price of a gallon of gas spiked overnight in the U.S., and drivers overseas are filling up tanks
  AP
• Trump offers U.S. insurance, military escorts to energy tankers in Mideast
  Axios
• Trump Says US Will Escort, Insure Oil Tankers Amid Iran War
  Yahoo/Bloomberg
• Trump Worries Iran’s Leaders May Be Just ‘as Bad’ After War
  Yahoo/Bloomberg
• US banks on high alert for cyberattacks as Iran war escalates
  Yahoo/Reuters
• Trump Says He’ll Cut Off Trade With Spain Over Air Base Use
  Yahoo/Bloomberg
• Exclusive: US turns up heat on Venezuela with threat to indict new leader Delcy Rodriguez
  Reuters
• Iran’s Strategy: Expand the War, Increase the Cost, Outlast Trump
  NYT
• Trapped Between U.S. and Iran, Gulf Countries Face Nightmare Scenario
  NYT
• U.S. and Allies Encounter Iran’s Arsenal of Drones
  NYT
• Kashkari Says Fed Can Sit Tight as War Clouds the Outlook
  WSJ

Afternoon

• Dow drops 500 as stocks sell off around the world and oil prices leap even higher on war worries
  AP
• 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
• Iran live updates: Trump denies Israel pulled U.S. into war, says he ‘might have forced Israel’s hand’
  CNBC
• War Widens as US, Israel, Iran Step Up Strikes Across Region
  Yahoo/Bloomberg
• UAE considers striking Iranian missile sites as regional war spreads
  Axios
• Iranian strikes on Amazon data centers highlight industry’s vulnerability to physical disasters
  AP
• Fed's Kashkari says Iran war obscures monetary policy outlook
  Yahoo/Reuters
• 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’
  Bloomberg
• Big Lenders’ Risky Loans Are Rattling Wall Street
  NYT
• War-Induced Inflation Spike Looms Over Europe’s Economic Recovery
  NYT
• Blackstone Played Down Private-Credit Risks. Now It’s Been Hit.
  WSJ
• 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’
  FT

General

• Dow drops 800 points as oil surges again, fears rise Iran conflict will drag on: Live updates
  CNBC
• Global shares slump, crude prices soar as Iran launches drone strikes
  AP
• Oil prices surge as Trump team readies to "mitigate" costs
  Axios
• European Gas Prices Soar After Qatar LNG Halt Jolts Market
  Yahoo/WSJ
• Iran war live updates: Israel boosts southern Lebanon forces; drones hit U.S. embassy in Riyadh as oil, dollar rise
  CNBC
• Iran strikes the US Embassy in Saudi Arabia as war expands yet again
  AP
• War Expands as US, Israel, Iran Ramp Up Strikes Across Region
  Bloomberg
• Israel sends troops into southern Lebanon as Hezbollah says it is ready for open war
  AP
• Intelligence assessment warns of Iranian attacks on US following Khamenei's death
  Reuters
• Average price for a gallon of gas rises 11 cents overnight to about $3.11 in US, AAA says
  AP
• What the Iran strikes could mean for US inflation
  MSN/WSJ
• Amazon says drone strikes damaged 3 facilities in UAE and Bahrain
  CNBC
• Trump’s Iran gamble risks leaving Ukraine as forgotten war
  Politico
• Private credit is probably not the place for democracy
  Axios
• Another shadow bank hit by sell-off as AI fears spread
  Yahoo/Telegraph
• 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
  Bloomberg
• In Plunging Into a Mideast Conflict, Trump Gambles His Presidency
  NYT
• U.S. Sending More Forces to Middle East as Iran War Widens
  NYT
• 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
  WSJ
• 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
  FT

Monday, March 2, 2026

Evening

• S&P 500 futures slide as traders monitor latest with U.S.-Iran conflict: Live updates
  CNBC
• Crude Oil Spikes as Mideast War All But Halts Hormuz Ship Strait
  Yahoo/Bloomberg
• Credit markets dented as Middle East war adds another worry for investors
  Reuters
• Iran war live updates: U.S. embassy in Riyadh hit by drones
  CNBC
• Iran vows to attack any ship trying to pass through Strait of Hormuz
  Reuters
• Earthquake in the Gulf: Iran war expands to dozen countries in 72 hours
  Axios
• War in the Mideast widens as Trump says strikes on Iran could last several weeks
  AP
• US urges citizens to immediately depart over a dozen Middle Eastern countries
  Reuters
• About 10% of global container fleet caught in Hormuz backup, shipping CEO says
  Reuters
• Rubio Says US’s ‘Hardest Hits’ on Iran Are Still to Come
  Bloomberg
• Iran's Missile Math: $20,000 Drones Take on $4 Million Patriots
  Bloomberg
• Dimon Says Exuberant Market Doesn’t Match ‘Fine’ Economy
  Bloomberg
• Dimon Warns Higher Inflation Risks Being ‘Skunk at a Party’ for US Economy
  Bloomberg
• Mark Zuckerberg Breaks Miami Record with $170 Million Mansion
  Bloomberg
• For Travelers Stuck in Dubai, ‘Chaos and Confusion’ and a Nervous Wait
  NYT
• Iranian Drones and Missiles Challenge Stretched U.S. Forces
  WSJ
• Blackstone flagship private credit fund hit with wave of redemptions
  FT
• Hedge funds rethink emerging market bets after US-Israel strikes on Iran
  FT
• Trump to drop battle against law firms over punitive executive orders
  FT

Afternoon

• S&P 500 turns positive in dramatic comeback as traders buy the dip after U.S.-Iran attacks: Live updates
  CNBC
• Oil prices leap on worries about Iran war, while US stocks trim their sharp losses
  AP
• Dollar Rallies Most Since May as War Spurs a Rush Into Havens
  Yahoo/Bloomberg
• Live updates: Trump says Iran operations likely to last 4 to 5 weeks, but he’s prepared ‘to go far longer’
  AP
• War in the Middle East: Trump team slams US allies — live updates
  Politico
• Trump says war against Iran moving "substantially ahead" of schedule
  Axios
• What to know about the Strait of Hormuz, a key passageway essential for global energy supply
  AP
• Just one in four Americans say they back US strikes on Iran, Reuters/Ipsos poll finds
  Reuters
• Anthropic vs. White House puts $60 billion at risk
  Axios
• How Iran Conflict Is Disrupting Strait of Hormuz
  Bloomberg
• US Manufacturing Grew, Input Costs Soared Before Iran Attack
  Bloomberg
• Investors turn to gold, not bonds, as haven from war in Iran
  FT
• Iran war is upending gas markets
  FT
• UK does not back ‘regime change from the skies’, says Starmer
  FT
• Lebanon plunged back into war as Israel targets Iran-backed Hizbollah
  FT
• Iran attacks show US haven status is in peril
  FT
• Elliott amassed £200mn exposure to collapsed mortgage provider MFS
  FT
• Inside the plan to kill Ali Khamenei
  FT

General

• Stocks Slump as War in Iran Lifts Oil and Dollar: Markets Wrap
  Yahoo/Bloomberg
• Dow drops 400 points as oil prices spike following U.S. attack on Iran: Live updates
  CNBC
• Gold Climbs as Middle East War Drives Demand for Safer Assets
  Yahoo/Bloomberg
• Oil Spikes as Middle East War All But Halts Hormuz Ship Strait
  Yahoo/Bloomberg
• European natural gas futures spike 42.6% in wake of shutdown of major Gulf liquid natural gas supplier
  AP
• Live updates: Oil tankers and refineries under attack as US and Israel exchange strikes with Iran and war widens
  AP
• Live updates: Iran security chief Ali Larijani rejects U.S. talks, blames Trump for ‘chaos’
  CNBC
• Trump Says Iran Attacks May Last Weeks With Tehran Defiant
  Yahoo/Bloomberg
• Top U.S. general says it will take time to achieve Iran war goals
  Axios
• US says Kuwait accidentally shot down 3 American jets
  Politico
• War widens as Israeli and US planes pound Iran and Tehran and its proxies hit back
  AP
• Israel strikes Lebanon following Hezbollah attacks, widening Iran conflict
  Reuters
• Wall St Week Ahead AI disruption looms over markets with US jobs data on tap
  Reuters
• US officials skeptical of regime change in Tehran after Khamenei killing, say sources
  Reuters
• Blow after blow to the power of Iran and its proxy militias set the stage for US-Israel attacks
  AP
• U.S. and Israel delayed original Iran strike by a week, officials say
  Axios
• Factbox-Escalating tensions turn spotlight on Big Tech's AI investments in Middle East
  Yahoo/Reuters
• China 'strongly condemns’ killing of Khamenei
  Politico
• Photos show China’s low-cost lifestyle in vast, semiabandoned housing complexes
  AP
• Mideast Oil Output May Need to Stop If Hormuz Closed for 25 Days
  Bloomberg
• Global Credit Markets Wobble as War Deepens AI-Triggered Selloff
  Bloomberg
• Global Bond Binge Disrupted After Mideast War Raises Credit Risk
  Bloomberg
• Private Credit is Sickly. Banks Aren't The Cure
  Bloomberg
• Stavridis: Can Air Power Alone Win a War? We’re About to Find Out
  Bloomberg
• Major Insurance Clubs to End Ship War-Risk Cover in Persian Gulf
  Bloomberg
• Amazon’s Extreme AI Spending Sends Stock to Worst Month in Years
  Bloomberg
• Bearish Sign Flashes After 25% Drop in Chinese Tech Stock Gauge
  Bloomberg
• Pakistan Stocks Fall, Trigger Trading Halt on US-Iran Conflict
  Bloomberg
• Attacks in Qatar, Saudi Arabia Drag Energy Sector Into Mideast Conflict
  WSJ
• They Built the Hottest Firm on Wall Street. Now They Have to Save It.
  WSJ
• Retail investors shun private credit funds after Blue Owl gating
  FT
• People are complacent about risk of financial crisis, says Lloyd Blankfein
  FT
• Who will back rate cuts on the FOMC?
  FT

Sunday, March 1, 2026

Evening

• U.S. crude oil jumps more than 7%, topping $72 a barrel on fears of Iran supply disruption
  CNBC
• Dow futures drop 500 points as oil prices spike following U.S. attack on Iran: Live updates
  CNBC
• Dollar, Bonds Rally as Traders Absorb War Impact: Markets Wrap
  Yahoo/Bloomberg
• Trump warns more U.S. troops will "likely" die in Iran attacks
  Axios
• Just one in four Americans supports US strikes on Iran, Reuters/Ipsos poll finds
  Reuters
• Amazon's cloud unit reports fire after objects hit UAE data center
  Reuters
• Gulf businesses reel as Iran strikes trigger regional shutdowns
  Reuters
• Oil Spikes as Widening Iran Crisis Disrupts Flows Through Hormuz
  Bloomberg
• Iran Switches to Survival Mode After Killing of Khamenei
  Bloomberg
• The AI Power Struggle Is Out of Silicon Valley’s Control
  Bloomberg
• Hezbollah Vows to Confront U.S., Israel Over Iran Strikes
  WSJ
• Iranian Drones Challenge Gulf’s Air Defenses
  WSJ

Afternoon

• UAE Stock Markets to Close for Two Days Amid Iran Strikes
  Yahoo/Bloomberg
• Iran vows revenge after the killing of its top leader and trades strikes with Israel in widening war
  AP
• Iran Crisis Threatens Worst Gas Market Disruption Since 2022
  Yahoo/Bloomberg
• Wall Street Turns to ‘Haven-First’ Strategy Amid Iran Crisis
  Yahoo/Bloomberg
• [Bloomberg[ Oil Market’s ‘Worst Fears’ Are Here as Gulf Conflict Hits Hormuz
• A Crisis Lurks as Asians Bring Money Back Home
  Bloomberg
• Zero-Day Options Boom Is Coming for Big Tech as Hedging Picks Up
  Bloomberg
• Trump’s War on Iran Threatens to Drive Up Oil Prices and Inflation
  WSJ
• Iran Is Shooting at Some of the World’s Busiest Airports
  WSJ
• Military briefing: Iran’s new retaliation strategy
  FT
• Trump’s epic gamble in the Middle East
  FT
• After Khamenei, who rules Iran?
  FT
• UK draws up options for mass evacuation of citizens from the Middle East
  FT

General

• US military says 3 service members have been killed and 5 wounded in Iran operation
  AP
• Live: Iran vows revenge after Supreme Leader Khamenei killed, Israel says its air force strikes Tehran again
  Reuters
• Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say
  Reuters
• Investors brace for a bigger backlash from Middle East war
  Reuters
• Three tankers damaged in Gulf as US-Iran conflict escalates
  Reuters
• Iran Crisis Threatens Worst Gas Market Disruption Since 2022
  Yahoo/Bloomberg
• China urges immediate ceasefire after US, Israel strike Iran
  Reuters
• Two months, two tracks: How Trump chose war with Iran
  Axios
• Claude dethrones ChatGPT as top U.S. app after Pentagon saga
  Axios
• EU scrambles for unity as Iran crisis exposes transatlantic rift
  Politico
• China's new home prices fall at fastest pace in over 3 years in February, survey shows
  Reuters
• China Condemns ‘Unacceptable’ US, Israeli Strikes on Iran
  Bloomberg
• Iran Crisis Threatens Worst Disruption in Gas Markets Since 2022
  Bloomberg
• Japan’s Shipping Companies Suspend Operations in Persian Gulf
  Bloomberg
• Trump’s Removal of Another Xi Friend Complicates Planned Summit
  Bloomberg
• Ex-Goldman CEO Fears ‘Reckoning’ As Private Credit Chases Main Street
  Bloomberg
• Oil Shipments in Persian Gulf Already Disrupted by Iran Attack
  NYT
• Things to Watch as Trump’s Iran Campaign Enters Pivotal Stretch
  WSJ
• The Iranian Force Built to Defend the Regime Now Faces the Ultimate Test
  WSJ
• U.S. Races to Accomplish Iran Mission Before Munitions Run Out
  WSJ
• What’s Really at Stake in the Fight Between Anthropic and the Pentagon
  WSJ
• Iran war will test the vulnerability of oil markets
  FT
• Trump has no realistic plan for Iran’s future
  FT