Daily News Links

8369 posts

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

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