Weekend 03.28 & 03.29
Subprime Crisis 2.0: Will Private Credit Be The Trigger? – Zerohedge
Iran warns of attacks on American universities as U.S. prepares ground troops – investing
Germany trims this year’s growth forecast to 1% as its economy is slow to gather pace – ap
US Suffers Heavy Casualties In Iranian Strike On Saudi Base As Houthis Enter War With Missile Launches On Israel – Zerohedge
Houthis strike Israel as conflict widens; 12 US soldiers injured in a Saudi strike – investing
S&P 500: Goldman Sachs says this is the key question in Q2 – investing
Friday 03.27
Dow tumbles almost 800 points and enters correction, S&P 500 posts fifth straight losing week – cnbc
BofA’s Hartnett says policy panic to support markets; favors consumers – investing
Stocks making the biggest moves premarket: AstraZeneca, Unity Software, Coinbase & more – cnbc
Rising oil prices could increase food costs—but hoarding groceries ‘makes a bad situation worse,’ economist says – cnbc
‘All bets are off’: European borrowing costs hit 15-year highs as investors brace for rate hikes – cnbc
European stocks expected to open higher as Trump extends strike hiatus – cnbc
Asia markets trade mixed as murkey U.S.-Iran peace talks prospects keep investors on edge – cnbc
Foreign investors pull a record $12 billion from Indian stocks, sparked by Iran war – cnbc
Thursday 03.26
Business Live – guardian
Trump Delays Iran Attack Deadline By Another Ten Days – Ζerohedge
Analysis-Trump Officials Tout US Energy Dominance as Global Oil Execs Warn of Supply Crisis – Reuters
Wall Street Bets US Corporate Earnings Will Withstand Surging Oil Prices – Reuters
OECD: Iran War Erases Global Growth Upgrade, Fans Inflation – Reuters
Stocks fall and oil gains as fate of US/Iran ‘negotiations’ remains uncertain – Newsquawk US Market Wrap
Dow slides more than 450 points, pressured by rising oil prices and doubts over Iran negotiations – cnbc
Instant View: Nasdaq Confirms Correction as U.S. Stock Retreat Gathers Steam – Reuters
Microsoft Freezes Hiring In Cloud And Sales As Stock Suffers Worst Start To Year On Record – Ζerohedge
Helium Shortage Has Started Impacting Tech Supply Chains, Execs Say – Reuters
Turkey Dumped 58 Tons Of Gold After Iran War Started, Slamming Price – Ζerohedge
Stocks making the biggest moves midday: Meta, Best Buy, AppLovin, Scotts Miracle-Gro and more – cnbc
European Shares Snap Win Streak as Middle East Conflict Fans Inflation Worries – Reuters
Stocks making the biggest moves premarket: Micron, Sandisk, Newmont and more – cnbc
Stocks, Bonds Slide As Ceasefire Hopes Fade – Ζerohedge
European Retailers Warn of Price Shock, Weaker Demand From Prolonged Middle East Conflict – Reuters
Jobless Claims Hover Near Record Lows Sustaining ‘No Hire, No Fire’ Narrative – Ζerohedge
Norges Bank is ready to hike rates – ing
Oil, Equity Prices Shape Iran War Adverse Scenario Macroeconomic Impact – fitch
Euro Zone Consumers Turn Gloomier as Iran War Raises Cost-Of-Living Fears – Reuters
Oil prices rise 2% as Iran rejects direct U.S. talks despite proposal review – cnbc
European markets head for lower open amid Iran peace talks uncertainty – cnbc
Asia markets trade mixed as Iran rules out direct U.S. talks despite reviewing proposal – cnbc
Wednesday 03.25
Business Live – guardian
Goldman Sachs’ Lloyd Blankfein warns Iran war fallout ‘is going to last’ even if ‘there’s a resolution tomorrow’ – cnbc
Trading Day: Giving Peace a Chance – Reuters
Stocks bid and oil hit as US sends Iran peace plan – Newsquawk US Market Wrap
Wall Street Advances as Investors Bet on Mideast De-Escalation – Reuters
Dow rises 300 points as traders hope U.S. and Iran can reach ceasefire deal – cnbc
Private Credit Fund Bonds Were Flagging Risks Before Recent Redemptions, Hedge Fund Says – Reuters
Stocks making the biggest moves midday: Generac, Intuitive Machines, EchoStar, Meta, Braze & more – cnbc
BlackRock CEO Fink Warns of ‘Global Recession’ if Oil Goes to $150, BBC Reports – Reuters
Europe’s STOXX 600 Gains Over 1% on Middle East Ceasefire Hopes – Reuters
‘RAMped!’: Memory Cost Spike Sparks Surge US Import Prices – Zerohedge
US Import Prices Post Biggest Increase in Four Years Amid Broad Rise in Goods – Reuters
Recession odds climb on Wall Street as economy shows cracks beneath the surface – cnbc
Stock Futures Surge, Oil Tumbles On Iran Ceasefire Optimism – Zerohedge
Stocks making the biggest moves premarket: Chewy, EchoStar, Arm, KB Home & more – cnbc
German Finance Minister Sets Out Sweeping Reform Plans to Boost Growth – Reuters
Trapped: The Private Credit Exit Door Has Been Locked And Sealed Shut – Zerohedge
ECB’s Lagarde Opens Door to Rate Hikes if Iran Conflict Pushes up Inflation – Reuters
German Business Sentiment Falls, Iran War Hits Upswing Hopes – Reuters
European markets open higher as U.S. seeks end to Iran conflict – cnbc
Tuesday 03.24
Business Live – guardian
Barclays Raises 2026 Year-End S&P 500 Target to 7,650 Despite Middle East, Inflation Risks – Reuters
Iran has received Trump’s 15-point plan to end war, report says; President says ‘in negotiations right now’ – cnbc
Stocks mixed and oil bid on mixed geopolitical reports – Newsquawk US Market Wrap
Trading Day: This Ain’t Over – Reuters
Wall Street Indexes Fall on Worries About Middle East War, Interest Rates – Reuters
S&P 500 closes lower Tuesday as oil prices resume their climb – cnbc
Stocks making the biggest moves midday: Circle Internet Group, SAP, Netgear, Jefferies & more – cnbc
Circle Plunges Most Ever On Stablecoin Legislation, As Tether Prepares Full Audit – Ζerohedge
Terrible 2Y Auction: Biggest Tail In 3 Years, Dealers Highest Since 2022 – Ζerohedge
European Stocks End Choppy Session Higher as Investors Weigh Middle East Risks – Reuters
Iran War Starts to Hit Global Economy, Business Surveys Show – Reuters
US PMIs Signal Stagflation Fears Accelerating As War Started – Ζerohedge
US Business Activity Slips to 11-Month Low in March Amid Iran War, S&P Global Survey Shows – Reuters
Futures Drop As Oil, Yields Rise On Relentless War Headline Ping-Pong – Ζerohedge
International Energy Agency Pushes Rationing – Ζerohedge
German Private Sector Growth Slows to 3-Month Low, PMI Shows – Reuters
Euro Zone Economy Close to Stalling as War Takes Its Toll – Reuters
Eurozone PMI drops to 10-month low on Middle East conflict – ing
European Car Sales Rise Modestly in February, Tesla Reverses Year-Long Skid – Reuters
Puig stock soars 15% after Estée Lauder confirms takeover talks with Charlotte Tilbury maker – cnbc
European stocks mixed as Iran war uncertainty lingers – cnbc
Asia-Pacific markets pare gains as oil rebounds on Iran war-linked uncertainty – cnbc
Monday 03.23
Business Live – guardian
Apollo private credit fund limits investor withdrawals after requests surge – Reuters
Chevron CEO says Iran war impact isn’t fully priced into oil market, traders have ‘scant information’ – cnbc
Crude dives and stocks rally as Trump teases US/Iran talks and halts strikes on key infrastructu – US Market Wrap
Wall Street Indexes Rally After Trump Postpones Strikes on Iran’s Power Plants – Reuters
Dow surges 600 points in relief rally after Trump says U.S. and Iran have had ‘productive’ talks – cnbc
Jeffrey Gundlach says it’s a ‘going nowhere’ market, warns of private credit strains – cnbc
Iran Says Talks With US Are ‘Fake News’ After Trump Threatens To ‘Just Keep Bombing’, Wants Hormuz To Be ‘Jointly Controlled’ – Ζerohedge
Stocks making the biggest moves midday: Palantir, Flutter, United Airlines, Synopsys, Insmed & more- cnbc
European Shares Recover After Trump’s Comments Spark De-Escalation Hopes – Reuters
Putin Again Tells Energy Giants To Use Iran War Windfall To Pay Off Bank Loans: ‘Wise Decision’ – Ζerohedge
IEA Head Warns Iran War Sparked Energy Crisis Worse Than 1970s Oil Shocks, Ukraine Fallout – Ζerohedge
More than 40 Middle East energy assets ‘severely damaged,’ IEA chief says – cnbc
Nearing Psychological Gas Price Level Where Consumers Drive Less – Ζerohedge
AI may boost euro area productivity growth by 4% in 10 years, ECB says – Reuters
Volume in stock and oil futures surged minutes before Trump’s market-turning post – cnbc
Iran Threatens To Destroy Region-Wide Infrastructure As Trump’s 48-Hour Ultimatum Ticks Down, Mass Casualties In Southern Israel – Ζerohedge
French Election: Socialists Secure Paris, LePen’s Populists Make Historic Local Gains – Ζerohedge
European stocks open 1.6% lower as Trump sets Hormuz deadline – cnbc
Asia markets tumble as Middle East conflict spiral with no sign of abating – cnbc
Key Events This Week: PMIs, Productivity And Consumer Sentiment – Ζerohedge
Five things to watch in markets in the week ahead – investing