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This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas. He explains why this dramatic counter-trend move in the metals may actually reinforce […]
[CNBC] Stocks fall as oil jumps and Trump warns Iran negotiators to ‘get serious’: Live updates
[Reuters] Stocks and bonds slide as Iran crisis drives oil above $105
[CNBC] Oil prices rise 3% as Iran rejects direct U.S. talks despite proposal review
[Yahoo/Bloomberg] Chip Selloff Deepens After Google Touts Memory Breakthrough
[Axios] Pentagon prepares for massive "final blow" of Iran war
[AP] Iran and the US harden their positions as Tehran tightens its grip on the Strait of Hormuz
[Yahoo/Bloomberg] Trump Urges Iran to Negotiate a Deal Before It Is ‘Too Late’
[Reuters] Yemen's Houthis ready to join Iran war if needed, raising new shipping risk
[Yahoo/Bloomberg] War Hits Global Economy With OECD Seeing 4.2% US Inflation
[Yahoo/Reuters] Analysis-Iran war chokes petrochemical supply, sends plastic prices soaring
[Yahoo/Reuters] Helium shortage has started impacting tech supply chains, execs say
[Reuters] From beer to cosmetics, Asia feels full force of war-fuelled energy crisis
[AP] Iran war deflects attention from Ukraine as an emboldened Russia starts spring offensive
[AP] Iran war’s environmental toll could leave damage and health risks for decades, experts say
[Yahoo/Bloomberg] Wall Street Bonus Pool Jumps to a Record $49.2 Billion for 2025
[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] BOK Flags Financial Stability Risks as Iran War Fallout Persists
[NYT] War Will Push U.S. Inflation Above 4 Percent This Year, O.E.C.D. Says
[WSJ] 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
[FT] 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] Private credit rating agency hits back at ‘incendiary allegation’ by SEC
[CNBC] Stock futures slip as traders monitor U.S.-Iran war developments: Live updates
[AP] Live updates: Iran dismisses US ceasefire plan and issues its own counterproposal
[Yahoo/Bloomberg] US Insists Talks Ongoing Even as Iran Rejects Trump Outreach
[Axios] "They'll get mowed down": Trump rebuffed Netanyahu idea to call for Iran uprising
[Yahoo/Bloomberg] US Postal Service to Hike Prices as War Drives Up Fuel Costs
[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.
[NYT] Asia Is Getting Crushed Between Oil Prices and the Dollar
[WSJ] 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
[FT] Iran’s military leaders dismiss Donald Trump’s deal claims
[FT] Russia sending drones to Iran, western intelligence says

This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas. He explains why this dramatic counter-trend move in the metals may actually reinforce […]
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