Weekend 21.03 & 22.03
Iran Issues 10 Million Rial Banknote Amid Soaring Inflation – Ζerohedge
Take Five: Dire Straits – Reuters
Persistent Iran War, Energy Price Surge Set to Sway Wavering Stocks – Reuters
CERAWeek energy conference returns to Houston as Iran conflict rocks global energy markets – Reuters
Friday 03.20
Business Live – guardian
Analysis-Wall Street Banks With Large Trading Units May Be Biggest Winners Under US Capital Plan – Reuters
War in Iran Threatens Fresh Food-Price Shock Across Developing World – Reuters
Wall Street Skids as Middle East Turmoil Fans Inflation Fear – Reuters
Stocks tumble Friday as losses mount from Iran war impact, Dow and Nasdaq near correction – cnbc
United Airlines to Cut More Flights as It Eyes Oil Above $100 Through 2027 – Reuters
Fed’s Waller Says Was Planning to Call for Rate Cut Until Oil Shock Raised Inflation Risks – CNBC
Blackstone’s Flagship Private Credit Fund Posts First Monthly Loss in Over Three Years – Reuters
Chokepoint Madness: Iran Refuses Hormuz Talks As Houthis Threaten Red Sea Strait – Zerohedge
Market Bets on Fed Rate Hike Surge – Reuters
Stocks making the biggest moves midday: SolarEdge Technologies, Super Micro Computer, FedEx & more – cnbc
Super Micro shares plunge after co-founder arrested for chip smuggling scheme – investing
US Equity Fund Outflows Surge as Investors Dial Down Rate Cut Expectations – Reuters
Global Equity Funds See $20 Billion Weekly Outflows, Biggest in Three Months – Reuters
European Shares Log Third Straight Weekly Loss as Mideast War Fuels Inflation Fears – Reuters
Bond Markets Are Beginning To Panic Over Inflation – Zerohedge
IEA Chief Warns Gulf Flows May Take Six Months To Restore After Biggest-Ever Energy Shock – Zerohedge
Bezos Plots Colossal $100 Billion Fund To Transform Companies Using AI: WSJ – Zerohedge
Morning Bid: Battle of the Barrel – Reuters
UK government borrowing costs hit their highest level since 2008 as inflation fears hit the gilt market – cnbc
Super Micro Co-Founder Arrested In Alleged $2.5 Billion Nvidia Chip Smuggling Scheme – Zerohedge
European stocks rebound as oil eases and investors bet on rate hikes – cnbc
Asia-Pacific markets mostly decline as Iran war dents risk sentiment – cnbc
Will Chinese Robot Maker Unitree’s Shanghai IPO Spark A Humanoid-Investing Bubble – Zerohedge
Analysis-Iran Conflict Could Flip China’s Deflation Into ‘Bad Inflation’ – Reuters
Thursday 03.19
Iran War Escalation Wakes Markets up to Risks of Deeper Economic Pain – Reuters
Stocks making the biggest moves after the bell: FedEx, Firefly Aerospace, Planet Labs & more – cnbc
FedEx beats on top and bottom lines, raises guidance on strong performance – cnbc
Oil slides on US supply prospects; Short-end yields rise as G10 central banks hold firm – Newsquawk US Market Wrap
Wall Street Ends Down as Traders See No Rate Cuts Before 2027 – Reuters
Stocks fall for a second day, but close off session lows as oil surge eases – cnbc
Netanyahu Declares Iran’s Nuclear Program & Missile Production “Destroyed” – Denies Israel Influenced Trump – Zerohedge
Another 2008 Analog: Goldman, JPM Offering Hedge Funds Ways To Short Private Credit – Zerohedge
US Pump Prices Jump 30% Since Middle East War Began, Headed Toward $4 a Gallon – Reuters
Stocks making the biggest moves midday: NextDecade, Cheniere, Micron, Rivian, APA & more – cnbc
Copper joins gold in broad commodities sell-off. There’s a worrying reason behind it – cnbc
US-Japan Announce $40 Billion Nuclear Deal; Trump Cracks Awkward Pearl Harbor Joke – Zerohedge
Iran Oil Exports Soar As Bessent Floats Unsanctioning Iranian Oil Already-At-Sea – Zerohedge
European Shares Slide to Three-Month Low as ECB Flags Inflation Risks From Middle East War – Reuters
Copper joins gold in broad commodities sell-off. There’s a worrying reason behind it – cnbc
Gold and silver sell-off accelerates as inflation fears grip global markets – cnbc
US New Home Sales Collapse By Most In 13 Years In January – Zerohedge
Wall Street Bank Capital to Fall 4.8% Under New Rules, in Win for Industry – Reuters
‘No Hire, No Fire’ Economy Rolls On With Jobless Claims Back Near Record Lows – Zerohedge
Big Central Banks Keep Options Open as Traders Suspect War Will Bring Rate Hikes – Reuters
US Stock Futures, Global Markets Plunge As Energy Prices Explode – Zerohedge
Euro, Bunds Slide After ECB Warns Of Stagflation – Zerohedge
ECB Raises Inflation Forecast on Higher Energy Costs – Reuters
European Central Bank holds rates steady, warns outlook is ‘significantly more uncertain’ – cnbc
WTI-Brent Spread Explodes As Trump Mulls Export Ban; Iran’s Attack On Qatar’s LNG “Worse Than Nord Stream” – Zerohedge
Alibaba revenue misses estimates in December quarter as net income drops 66% – cnbc
Samsung Electronics Plans Over $73 Billion Investment to Lead in AI Chip Sector – Reuters
Wednesday 03.18
Business Live – guardian
Watch live: Fed Chair Powell addresses rate decision, Iran conflict impact on outlook – cnbc
US Drivers Face Long-Term Pain at Pump, Analysts Say; Trump Bets They Are Wrong – Reuters
Oil Shock Is Latest Test of US Economy’s Resilience – investing
Micron revenue almost triples, tops estimates as demand for memory soars – cnbc
Dollar gains as oil ascends higher while Powell leans hawkish – Newsquawk US Market Wrap
Wall Street Ends Lower After Fed Keeps Rates Unchanged – Reuters
Dow tumbles more than 750 points to new closing low for 2026, fueled by inflation woes; Fed holds steady on rates – cnbc
Qatar Expels Iranian Diplomats After Strike On LNG Hub; Israel Attacks Iran’s Navy In Caspian Sea – Zerohedge
Analysis: The Fed’s Powell just delivered a new blow to Warsh’s plans for swift rate cuts – cnbc
Wall Street Reacts To “Neutral” Fed Hold – Zerohedge
Fed Remains On Hold (As Expected) Amid ‘Uncertain Implications’ Of War With Iran – Zerohedge
Fed votes to hold rates steady, notes ‘uncertain’ impacts from Iran war – cnbc
Schiff: This War Is “Going To Cost A Lot Of Money We Don’t Have” – Zerohedge
Stocks making the biggest moves midday: Williams-Sonoma, Micron, Macy’s, SL Green & more – cnbc
European Stocks Retreat After Attack on Iran’s Gas Field Revives Concerns – Reuters
US Core Manufacturing Orders Up For 3rd Straight Month In January – Zerohedge
US Factory Orders Barely Rise in January – Reuters
U.S. Waives Jones Act After Iran Gas Field Attack – Zerohedge
Stocks making the biggest moves premarket: Nvidia, Micron Technology, Macy’s and more – cnbc
It’s not just oil: Aluminum prices have surged as Iran conflict chokes supply – cnbc
US Producer Inflation Runs Hotter in February, Expected to Accelerate Further Amid Iran War – Reuters
Wholesale prices rose 0.7% in February, much more than expected and up 3.4% annually – cnbc
Global hedge funds suffer worst losses since ‘liberation day’ on Iran war turmoil – cnbc
European markets set to open higher as attention turns to the Fed – cnbc
South Korea’s stocks lead gains in Asia as investors assess Japan trade data, await Fed rate verdict – cnbc
Global memory chip crunch set to last till 2030: SK Hynix – nikkeiasia
Tuesday 03.17
Business Live – guardian
Gulf economies projected to contract because of war – yahoofinance
Stocks and bonds gain as eyes look to Fed – Newsquawk US Market Wrap
Wall Street Ends up as Traders Turn to Fed – Reuters
S&P 500 closes higher as oil price gains temper rebound from Iran conflict turmoil – cnbc
Private credit’s ‘off-ramp’ emerges as investors look to cash out and default fears grow – cnbc
Analysis-Debt Investors Offloading Exposure to Software Companies Is Latest Sign of Pain – Reuters
Stocks making the biggest moves midday: Mosaic, Tencent Music, Delta Air Lines, Uber, Eli Lilly & more – cnbc
European Shares Gain Ahead of Key Central Bank Decisions – Reuters
US Pending Home Sales Barely Bounce Off Record Lows Despite Tumbling Rates In Feb – Zerohedge
Diesel Tops $5, Echoing 2022 Russia-Ukraine Invasion Energy Shock – Zerohedge
BofA fund manager survey shows no signs of equity capitulation yet – investing
Futures Rebound From Overnight Selling To Trade At Session Highs Amid Constant Iran Newsflow – Zerohedge
Stocks making the biggest moves premarket: Nvidia, Delta Air Lines, Eli Lilly & more – cnbc
European stocks advance as oil prices spike back above $100 – cnbc
Monday 03.16
Business Live – guardian
Goldman tweaks Europe targets, shifts sector views amid energy shock – investing
Stocks making the biggest moves premarket: Micron Technology, Nebius Group, Dollar Tree & more – cnbc
Futures Jump, Oil Slides On Fresh Hormuz Hopes – Zerohedge
UniCredit to strengthen stake in Commerzbank to 30% laying groundwork for potential takeover – cnbc
UAE’s Fujairah oil trading hub targeted by a drone attack, causing large fire – cnbc
European markets open higher but oil prices remain in focus – cnbc
Asia-Pacific markets fall as oil prices stay elevated amid escalating U.S.-Iran tensions – cnbc