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[Reuters] Big bond markets left battered and bruised as Middle East war stokes inflation angst
[Reuters] Gold rises as Middle East conflict spurs safe-haven demand
[CNBC] Trump says there will be no deal with Iran except ‘unconditional surrender’
[AP] Live updates: Israeli strikes pound Iran and Lebanon as US warns attacks will intensify
[CNBC] U.S. payrolls unexpectedly fell by 92,000 in February; unemployment rate rises to 4.4%
[Axios] Energy woes deepen as Trump team looks to soften blow
[MSN/WP] Russia is providing Iran intelligence to target US forces, officials say
[CNBC] CEO says ‘no choice’ but to challenge Trump admin’s supply chain risk designation in court
[Bloomberg] There Is No Iran Endgame That Doesn’t Risk Chaos
[Bloomberg] Missile Interceptor Shortage Worries Flare in World’s Capitals
[Bloomberg] Reinsurers Triple Ship Insurance Costs After US Torpedo Attack
[Bloomberg] Credit Traders Are Unwinding Their Gigantic Bullish Position
[Bloomberg] Blue Owl Has £36 Million Exposure to Collapsed UK Lender to Rich
[Bloomberg] Direct Lenders Have Taken Keys to Nearly 150 Companies in Europe
[Bloomberg] Global Funds Pull Money From Asia at Fastest Pace in Four Years
[Bloomberg] Merz Warns of Economic Damage Due to ‘Endless’ War Against Iran
[Bloomberg] Earth Is Warming Faster Than Previously Estimated, New Study Shows
[WSJ] Kuwait Cuts Oil Production as Storage Fills Up
[WSJ] Oil Stranded in Strait of Hormuz Has Few Routes Out
[WSJ] Large-Scale Attacks Intensify Tensions in Middle East
[WSJ] The Iran War Is Hitting Gulf Markets, Lifting Israel and Shifting Risk Across the Region
[FT] Qatar warns war will force Gulf to stop energy exports ‘within days’
[FT] Global bonds slump as Iran war upsets rate-cut bets
[FT] The Iran war presents a ‘guns and butter’ nightmare for investors
[FT] Iran hits Amazon data centres in jolt to Gulf AI drive
[FT] BlackRock limits redemptions at private credit fund as outflows swell
[FT] Western Alliance sues Jefferies for fraud tied to First Brands loans
[CNBC] Dow futures rise, but index heads for worst week since October on oil surge: Live updates
[CNBC] U.S. crude oil tops $80 per barrel as escalating Iran war disrupts global fuel supplies
[AP] Pentagon says it is labeling AI company Anthropic a supply chain risk ‘effective immediately’
[CNBC] The February jobs numbers are coming out Friday. Here’s what to expect
[CNBC] Trump hints U.S. will turn to Cuba after Iran: ‘Just a question of time’
[Bloomberg] Long-Trusted Haven Trades Are Failing as Gold, Treasuries Fall
[Bloomberg] Yuan Funding Hits Record $200 Billion as China’s Ambitions Grow
[Bloomberg] Iranian Missiles Shake Gulf Finance’s Image of Stability
[NYT] How $800 Monthly Car Payments Are Hurting Car Sales
[WSJ] Can Trump Really Defend All Tankers in the Persian Gulf?
[WSJ] China Admits It Has an Economic Problem
[FT] Donald Trump says he must be ‘involved’ in choosing Iran’s next leader
[FT] Depleted oil reserve leaves US exposed as Iran war pushes up prices
[FT] Iran turns to cheap drones as US and Israel target missile launchers

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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