Daily News Links

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Wednesday, April 1, 2026

Evening

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

Afternoon

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

General

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

Tuesday, March 31, 2026

Evening

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

Afternoon

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

General

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

Monday, March 30, 2026

Evening

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

Afternoon

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

General

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

Sunday, March 29, 2026

Evening

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

General

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

Saturday, March 28, 2026

General

• Wall St Week Ahead US jobs data to give economic view for war-gripped markets
  Reuters
• Live updates: Yemen’s Houthis claim responsibility for missile attack on Israel as war in Middle East intensifies
  AP
• One month into Iran war, only hard choices for Trump
  Reuters
• Consumers caught in triple stack of pain
  Axios
• Iran War Leaves Global Economic Leaders Searching for Answers
  Yahoo/Bloomberg
• Analysis: A new oil shock is building. The next few weeks of war will be decisive for the economy.
  CNBC
• How the big oil and gas CEOs think the Iran war supply disruption will play out
  CNBC
• AI deepfakes blur reality in 2026 US midterm campaigns
  Reuters
• Why Private Credit Is Facing a Sudden Investor Exodus
  Bloomberg
• Houthis Join War as Iran Retaliates Over Atomic Site Attacks
  Bloomberg
• The Oil Shocks of the ’70s Changed the World. Will the Iran War Do the Same?
  NYT
• Wild Ultimatums and ‘Bombing Our Little Hearts Out’: A Portrait of Trump at War
  NYT
• The Other Markets Being Rattled by the Blockage of Hormuz
  WSJ
• Israel Is Rationing Its Best Interceptors—and Iran’s Missiles Are Getting Through
  WSJ
• Houthi missile attack signals ‘serious’ escalation in Iran war
  FT
• How long can Iran keep firing missiles?
  FT
• Lex in depth: Will the AI data centre boom become a $9tn bust?
  FT

Friday, March 27, 2026

Evening

• Wall Street sell-off picks up steam, Dow loses 700 points and tumbles deeper into correction territory: Live updates
  CNBC
• Oil prices gain but set for first weekly decline since start of Iran war
  Reuters
• Stocks drop again after Trump’s latest delay in the Iran war fails to raise hope
  AP
• Live updates: Iran says nuclear facilities have been targeted after Israel warns attacks will escalate
  AP
• What to know about Iran's military as the U.S. weighs ground operations
  Axios
• German Chancellor Merz says he has doubts over Iran war aims
  Reuters
• Adjusting to War, Gulf States Brace for Greater Turbulence to Come
  WSJ
• A helium shortage could be the next Hormuz headache
  FT

General

• Stocks slip even after Trump extends Iran negotiations deadline: Live updates
  CNBC
• Brent oil tops $110 again after Chinese ships are turned away from Strait of Hormuz
  CNBC
• Markets now see the Fed’s next move as a potential rate hike as inflation fears mount
  CNBC
• ‘All bets are off’: European borrowing costs hit 15-year highs as investors brace for rate hikes
  CNBC
• Emerging economies' record debt spree slumps into a freeze as Iran war rocks markets
  Reuters
• Bitcoin Slumps With Options Showing Traders Turning Defensive
  Yahoo/Bloomberg
• Live updates: Israel’s defense minister warns that Israeli attacks on Iran ‘will escalate and expand’
  AP
• Pentagon weighs sending 10,000 more combat troops to the Middle East
  Axios
• Iran starts to formalize its chokehold on the Strait of Hormuz with a ‘toll booth’ regime
  AP
• Exclusive: U.S. can only confirm about a third of Iran's missile arsenal destroyed, sources say
  Reuters
• The war in Iran sparks a global fertilizer shortage and threatens food prices
  AP
• Brace for $200 Oil If War Lasts Until June, Macquarie Warns
  Yahoo/Bloomberg
• A year after Trump’s DOGE cuts, workers whose lives were upended question what was saved
  AP
• The Iran War Is Now All About the Future of Hormuz
  Bloomberg
• Oaktree to Meet 8.5% Private Credit Fund Redemptions in Full
  Bloomberg
• Australia Ramps Up Private Credit Scrutiny, Demanding More Data
  Bloomberg
• Now There's a Helium Shortage and It Affects More Than Balloons
  Bloomberg
• Global Food Supply Faces a Dangerous Bottleneck as Iran War Persists
  NYT
• Resurgent Inflation Tests Faith in Fed’s Willingness to Tame It
  NYT
• Standoff With Iran Raises Fresh Doubts About Trump’s Freestyle Diplomacy
  NYT
• An Invisible Bottleneck: A Helium Shortage Threatens the Chip Industry
  NYT
• Why Investors Were Right to Be Wary of Blue Owl’s $1.4 Billion Deal
  WSJ
• The Private-Credit Industry’s Trouble: Surging Redemptions, Slower Fundraising
  WSJ
• How the Iran War Compares With Past Market Shocks, in Charts
  WSJ
• U.S. and Israel Have Pounded—but Not Eliminated—Iran’s Missile Threat
  WSJ
• The U.S. Military Assets Damaged or Lost in the Iran War
  WSJ
• China Hits Back at U.S. With New Trade Probes Ahead of Trump-Xi Summit
  WSJ
• Private credit’s stale pricing problem
  FT
• Everything you always wanted to know about credit (but were afraid to ask)
  FT

Evening

• Stock futures rise as Trump extends Iran negotiations deadline: Live updates
  CNBC
• Live updates: Trump delays Strait of Hormuz deadline as Wall Street has biggest loss of war
  AP
• Trump extends deadline for Iran negotiations
  Axios
• Trump weighs sending another 10,000 ground troops to the Middle East, WSJ reports
  Reuters
• Why these 6 Iranian islands could be crucial to Trump's "final blow" of the war
  Axios
• Exclusive: China's top chipmaker has supplied chipmaking tech to Iran military, US officials say
  Reuters
• Trump says he’ll sign order to pay TSA agents as Congress struggles to reach funding deal
  AP
• Fed's Jefferson sees higher inflation from Iran war near term, signals toward holding rates steady
  Yahoo Finance
• Fed's Cook says the balance of risks has shifted toward inflation due to Iran war
  Reuters
• Fed's Barr: Need to be vigilant against rise in inflation expectations
  Reuters
• Fed Officials Voice Growing Concern Over Fallout from Iran War
  Bloomberg
• Starmer Says Won’t Be Pushed Around as Trump Assails Iran Stance
  Bloomberg
• Investors Game Out Stagflation Risk in Japan as Oil Prices Rise
  Bloomberg
• Iran Acts as Gatekeeper of Hormuz as War Drags On
  NYT
• Fed’s Perli: Monthly Pace of Treasury Purchases Likely to Be ‘Significantly Reduced’ After Mid-April
  WSJ
• Anthropic Wins Injunction in Court Battle With Trump Administration
  WSJ
• US bond market shows signs of strain as Iran war sparks Treasury tumult
  FT
• Israeli military doubts war will topple Iranian regime
  FT
• Federal Reserve could cut balance sheet by $2tn without market turmoil, says Miran
  FT

Thursday, March 26, 2026

Afternoon

• Stocks fall and oil prices rise as uncertainty about the war with Iran weighs on Wall Street
  AP
• Oil Rallies After Trump Issues Warning to Iran on Peace Talks
  Yahoo/Bloomberg
• Live updates: Trump insists Iran is ‘begging to make a deal’ after Tehran dismisses ceasefire plan
  AP
• Trump tells Iran to "get serious" in negotiations "before it is too late"
  Axios
• Iran sees US peace plan as 'one-sided' as Trump raises stakes with oil threat
  Reuters
• Average US long-term mortgage rate leaps to 6.38%, the highest level in more than 6 months
  AP
• Funding Markets Show Dash for Cash as Firms Build Buffers
  Bloomberg
• Trapped in Private Credit, Investors Wait to Pull Out $5 Billion
  Bloomberg
• Russia Helps Iran ‘Kill Americans,’ EU’s Top Diplomat Says
  Bloomberg
• Israel Versus Hezbollah: Why the Iran War Has Spread to Lebanon
  Bloomberg
• Bessent Says Insurance Program for Hormuz Ships to Start Soon
  Bloomberg
• Bitcoin Faces $14 Billion Options Expiry While Middle East Turmoil Mounts
  Bloomberg
• Credit Problems Jump After Betting Is Legalized, Fed Study Finds
  Bloomberg
• Arctic Sea Ice Ties Ominous Record Amid Geopolitical Upheaval
  Bloomberg
• Local Opposition Is Slowing A.I. Data Centers. Wall Street Has Noticed.
  NYT
• Energy-Price Shock Hits a World Already Buried in Debt
  WSJ
• Iran’s hardline new leaders take control
  FT

General

• Stocks fall as oil jumps and Trump warns Iran negotiators to ‘get serious’: Live updates
  CNBC
• Stocks and bonds slide as Iran crisis drives oil above $105
  Reuters
• Oil prices rise 3% as Iran rejects direct U.S. talks despite proposal review
  CNBC
• Chip Selloff Deepens After Google Touts Memory Breakthrough
  Yahoo/Bloomberg
• Live updates: Live updates: Trump tells Iran to ‘get serious soon’ on negotiations after Tehran dismisses ceasefire plan
  AP
• Pentagon prepares for massive "final blow" of Iran war
  Axios
• Iran and the US harden their positions as Tehran tightens its grip on the Strait of Hormuz
  AP
• Trump Urges Iran to Negotiate a Deal Before It Is ‘Too Late’
  Yahoo/Bloomberg
• Yemen's Houthis ready to join Iran war if needed, raising new shipping risk
  Reuters
• War Hits Global Economy With OECD Seeing 4.2% US Inflation
  Yahoo/Bloomberg
• Analysis-Iran war chokes petrochemical supply, sends plastic prices soaring
  Yahoo/Reuters
• Helium shortage has started impacting tech supply chains, execs say
  Yahoo/Reuters
• From beer to cosmetics, Asia feels full force of war-fuelled energy crisis
  Reuters
• Iran war deflects attention from Ukraine as an emboldened Russia starts spring offensive
  AP
• US filings for jobless aid tick up last week to 210,000 but remain at historically healthy levels
  AP
• U.S. Postal Service seeks 8% fuel surcharge for package deliveries as Iran war raises oil prices
  CNBC
• Iran war’s environmental toll could leave damage and health risks for decades, experts say
  AP
• Wall Street Bonus Pool Jumps to a Record $49.2 Billion for 2025
  Yahoo/Bloomberg
• Private Credit Flows Falter Amid Defaults, AI Disruption Fears
  Bloomberg
• Private Credit Turmoil Has Retail Investors Eyeing the Exits
  Bloomberg
• Soaring Airfares Are About to Ruin a Whole Lot of Vacations
  Bloomberg
• Japan Short-Tenor Yields Rise to Decades Highs on Rate Hike Bets
  Bloomberg
• Fed Chair Nominee Warsh May Need Five Years to Really Shrink the Central Bank’s Balance Sheet
  Bloomberg
• BOK Flags Financial Stability Risks as Iran War Fallout Persists
  Bloomberg
• War Will Push U.S. Inflation Above 4 Percent This Year, O.E.C.D. Says
  NYT
• Iran Is Applying the Lessons of Russia’s Drone Warfare Against America
  WSJ
• Trump Says the Energy Shock Will Be Short-Lived. CEOs Paint a Scarier Picture.
  WSJ
• Fannie Mae to Accept Crypto-Backed Mortgages for the First Time
  WSJ
• Investors seek ‘pain point’ that pushes Donald Trump into policy pivots on Iran war
  FT
• Fertiliser price surge due to Iran war coincides with US planting season
  FT
• Stagflation is back
  FT
• Private credit rating agency hits back at ‘incendiary allegation’ by SEC
  FT

Evening

• Stock futures slip as traders monitor U.S.-Iran war developments: Live updates
  CNBC
• Live updates: Iran dismisses US ceasefire plan and issues its own counterproposal
  AP
• US Insists Talks Ongoing Even as Iran Rejects Trump Outreach
  Yahoo/Bloomberg
• "They'll get mowed down": Trump rebuffed Netanyahu idea to call for Iran uprising
  Axios
• US Postal Service to Hike Prices as War Drives Up Fuel Costs
  Yahoo/Bloomberg
• US Troop Movements Fan Fears of a Risky Ground Attack on Iran
  Bloomberg
• US Credit Market Grew More Dysfunctional in March, NY Fed Says
  Bloomberg
• BlackRock’s Kapito Warns Investors Are Mispricing Iran War Risks
  Bloomberg
• Ares Private Credit Fund Posts Steepest Monthly Loss on Record
  Bloomberg
• Private Credit Has Some Debt
  Bloomberg
• HDFC Crisis Is Exposing the Cracks in India Inc.
  Bloomberg
• Asia Is Getting Crushed Between Oil Prices and the Dollar
  NYT
• Trump Tells Aides He Wants Speedy End to Iran War
  WSJ
• Postal Service to Impose Its First-Ever Fuel Surcharge on Packages
  WSJ
• The Well-Timed Trades Made Moments Before Trump’s Policy Surprises
  WSJ
• Trump’s Ambivalence on Taiwan Opens a Historic Opportunity for China
  WSJ
• Iran’s military leaders dismiss Donald Trump’s deal claims
  FT
• Russia sending drones to Iran, western intelligence says
  FT
• The other Strait of Hormuz shock
  FT