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[CNBC] S&P 500 falls as oil prices rise amid U.S.-Iran conflict: Live updates
[Reuters] Oil rises over 2% on supply concerns as Iran conflict widens
[Yahoo/Bloomberg] Saudi Arabia Races to Reroute Oil as Gulf Storage Fills Up Fast
[CNBC] South Korea’s Kospi rebounds to clock its best day since 2008, soaring 10%
[Axios] Here are all the countries now involved in the Iran war
[Reuters] Iran could disrupt the Strait of Hormuz with drones for months
[Axios] 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
[CNBC] Iran’s Shahed drone: How ‘the poor man’s cruise missile’ is shaping Tehran’s retaliation
[AP] Repatriation flights ramp up as nations race to bring citizens home from Middle East
[Yahoo/Bloomberg] Airline Troubles Mount as Global Flight Cancellations Top 23,000
[AP] US jobless claims filings unchanged from previous week at 213,000 as layoffs remain low
[Yahoo/Bloomberg] ‘Crowded’ Dispersion Trade Rattled by Spiraling Iran Worries
[Reuters] Has the Iran war changed the Gulf forever?
[Politico] Trump’s FAFO moment: America needs Europe after all
[Reuters] Bank of Canada warns of risks linked to non-bank players in debt markets
[Yahoo/Bloomberg] China Keeps Record-High Budget Deficit Target to Spur Growth
[Reuters] China to inject $44 billion into state banks, boost tech financing
[AP] China sets a lower economic growth target of 4.5% to 5% for 2026 as challenges loom
[Yahoo/Reuters] China says it is the world leader in R&D for AI, vows to boost tech self-reliance
[Bloomberg] 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
[NYT] Trump Follows His Gut. His National Security Advisers Try to Keep Up.
[WSJ] Russia Is Big Winner as Iran War Drains Supplies That Ukraine Needs
[WSJ] China Signals New Era of Slower Economic Growth
[FT] 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] Europe confronts threat of another energy crisis
[FT] How Pedro Sánchez became Donald Trump’s nemesis in Europe

Liquidity Flow Means Life Or Death For Equities War In Middle East: Oil Up Now + Long Term Bullish Thesis Unchanged Gold Drop Is A Short Term Rush To Raise Cash “You go back to margin debt being at all time highs, $1.28 trillion. Investors are as bullish as they’ve ever been, and this is […]
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