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[Yahoo/Bloomberg] Oil Wipes Out Gains to Trade Below $90 in Wild Trading Session
[CNBC] Trump says Iran ‘war is very complete,’ talks to Putin: Reports
[Axios] Why the Strait of Hormuz is so difficult to defend
[CNBC] Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran Foreign Ministry warns
[Bloomberg] Putin and Trump Discuss Iran in First Phone Call This Year
[Bloomberg] Wall Street Tail-Risk Hedges Rally as Conflict Shakes Markets
[NYT] Trump’s War Becomes World’s Latest Economic Hazard
[FT] Goldman pitches hedge funds on strategies to bet against corporate loans
[CNBC] Stocks pare losses as oil falls back below $100; Dow is down 400 points: Live updates
[Yahoo/Bloomberg] European Stocks Fall as Oil Price Surge Stokes Inflation Fears
[Yahoo/Bloomberg] Emerging-Market Currencies Pare Drop as Oil, Dollar Surge Fade
[AP] Live updates: Pentagon identifies seventh US service member killed in Iran war
[Yahoo/Reuters] Exclusive-Trump reviews options to curb energy prices as Iran strikes roil markets
[Axios] Iran war's energy price shock is likely to spiral economy-wide
[Yahoo/Telegraph] Gulf states throttle oil flows as crippling shutdowns loom
[ABC] Iran may be activating sleeper cells outside the country, alert says
[AP] Anthropic sues Trump administration seeking to undo ‘supply chain risk’ designation
[Bloomberg] Trump Says ‘I Have a Plan’ as War Triggers Tumult in Oil Market
[Bloomberg] Beaten Down IPOs Face ‘Negative Feedback Loop’ After Lock-Ups
[NYT] G7 Countries Hold Off on Releasing Emergency Oil Supplies
[WSJ] How the Iran Conflict Is Widening, in Maps
[WSJ] U.S. and Western Allies Turn to Reserves to Counteract Gulf Oil Crisis
[FT] About those inflation fears
[FT] Gulf states fear threat to water infrastructure as Iran war escalates
[FT] The rise of Mojtaba Khamenei
[CNBC] Dow tumbles 600 points as oil tops $100 a barrel, raising stagflation fear: Live updates
[Yahoo/Bloomberg] Global Bond Rout Grows as Oil Upends Interest-Rate Outlook
[Yahoo/Bloomberg] Oil Soars Above $100 as Iran War Forces Saudi Production Cuts
[Reuters] Dollar surges as Middle East war sends oil above $110 a barrel
[Yahoo/Bloomberg] Emerging-Market Rout Deepens as Oil Shock Sparks Investor Flight
[Yahoo/Bloomberg] Japan’s Nikkei Enters Correction as Oil Spikes, Iran Fears Weigh
[Yahoo/Bloomberg] Crop Prices Jump as War Snarls Trade and Risks Tightening Supply
[Reuters] Trump says ending Iran war will be 'mutual' decision with Netanyahu
[Axios] The Iran war's economic blowback is getting real
[Axios] How the Iran energy shock could bring lasting geopolitical change
[CNBC] China consumer inflation hits three-year high as producer deflation eases
[Bloomberg] How the Iran War Is Disrupting Global Oil and Gas Supply
[Bloomberg] Soaring Credit Risk Pushes Borrowers to Keep Delaying Bond Sales
[Bloomberg] IMF Urges Preparation for ‘Unthinkable’ Amid Mideast Conflict
[Bloomberg] Momentum Trades Rapidly Unwind as Global Selloff Takes Hold
[Bloomberg] EM Stocks Down 10% From Peak as Oil Surges, Currencies Slide
[Bloomberg] Japan’s Stagflation Risk Mounts With $100 Oil and Sagging Yen
[Bloomberg] Chinese Sovereign Bonds Slump as Oil Surge Fans Inflation Worry
[Bloomberg] Aluminum Rises to 2022 High as Iran War Stokes Supply Crunch
[Bloomberg] The Oil Pipelines That Could Decide the Iran War
[Bloomberg] Asia’s Ultra-Rich Having Second Thoughts on Dubai as War Rages
[Bloomberg] Iran War Is Giving Markets a Covid-Like Shock
[Bloomberg] China Warns Japan Over Taiwan Premier’s First Visit Since 1972
[NYT] For China, Billions of Dollars Are at Risk From a Widening War
[WSJ] Iran Signals a Fight to the End With Appointment of Khamenei’s Son
[WSJ] America’s Natural-Gas Bounty Is Cushioning U.S. Markets From Global Shocks
[WSJ] U.S. and Israeli Military Campaign Tests Limits of Air Power
[FT] Middle East war day 9 as it happened: Mojtaba Khamenei becomes Iran’s supreme leader
[FT] G7 discuss joint release of emergency oil reserves
[FT] Mojtaba Khamenei’s appointment is a sign Iran’s hardline policies will continue
[FT] Trump’s Venezuela strategy has failed in Iran
[FT] Gilt market slump deepens as traders bet on Bank of England rate rise
[FT] Jefferies claims Western Alliance made ‘false’ statements over First Brands

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 […]