Barron’s (March 12)
“Wall Street is becoming increasingly worried” with the escalating war in Iran. Investors fear the war “could lead to a stagflationary environment where the Federal Reserve can’t step in to boost the economy due to stubborn price growth. Odds of no rate cut in 2026 surged to 46.1% on Thursday.” The odds had stood at just 5.1% a month ago.
Tags: 2026, 46.1%, Economy, Escalating, Fear, Fed, Investors, Iran, Odds, Price growth, Rate cut, Stagflationary, Wall Street, War, Worried
Wall Street Journal (March 12)
“Escalating Iranian attacks and the U.S. government’s decision to hold off on military escorts for oil tankers through the Strait of Hormuz are raising the prospect of a prolonged closure that would choke off exports through the world’s most important energy-transport route.”
Tags: Attacks, Choke, Decision, Energy, Escalating, Exports, Government, Iranian, Military escorts, Oil tankers, Prolonged closure, Route, Strait of Hormuz, Transport, U.S.
Bloomberg (March 11)
“As the war in Iran sent oil prices soaring, one market holding up unexpectedly well is that of the world’s largest crude importer: China.” Decades spent trying “to insulate its economy” against major external shocks are paying off. “China’s CSI 300 barely budged, slipping just 0.1%. That means an investor who parked money in Chinese shares instead of moving out from Asia into America would have preserved more capital than in most major markets.”
Tags: Major markets
OilPrice.com (March 11)
“The world’s top crude oil and LNG importer, China, is not as exposed and vulnerable to energy deliveries from the Middle East as one might think. China has been amassing crude volumes in storage for months, it has been working for years to diversify oil and gas supply sources and routes, and has boosted the share of transport electrification, which has reduced demand for road transportation fuels.”
Tags: China, Crude oil, Demand, Electrification, Energy, Exposed, Gas, Importer, LNG, Middle East, Storage. Diversify, Supply sources, Transport, Vulnerable
Time (March 9 Issue)
“Not much unites Americans these days. But a growing cross section of the public—from MAGA loyalists to Democratic socialists, pastors to policymakers, nurses to filmmakers—agree on at least one thing: AI is moving too fast. While most Americans use the tools, the U.S. is one of the most AI-pessimistic countries in the world.”
Tags: Agree, AI. Tools, Cross section, Democratic socialists, Filmmakers, Loyalists, Maga, Nurses, Pastors, Pessimistic, Policymakers, Public, U.S., Unites
Washington Post (March 8)
The war in Iran “is hitting the economies of Europe and Asia harder and faster than it is striking the United States.” The conflict’s impact extends far beyond oil and natural gas prices. For example, “the closure of several international airports in the conflict zone, including the world’s busiest in Dubai, idled nearly one-fifth of global airfreight capacity, interrupting shipments of consumer electronics, pharmaceuticals and precious metals.” At present, “the cost of shipping goods by air from Asia to Europe is up 45 percent since the war began,” double the increase “for sending items from Asia to the United States.”
Tags: Airfreight, Airports, Asia, Conflict, Dubai, Economies, Electronics, Europe, Impact, Interrupting, Iran, Natural gas, Oil, Pharmaceuticals, Shipments, U.S., War
Bloomberg (March 6)
“Until the conflict with Iran broke out, President Donald Trump was getting — by design or by chance — what he appeared to want in three pivotal financial markets: lower oil prices and Treasury yields, and a weaker dollar. The air strikes that the US and Israel launched over the weekend, and Iran’s counterattacks, are unraveling that.”
Tags: Air strikes, Chance, Conflict, Counterattacks, Design, Dollar, Financial markets, Iran, Israel, Oil prices, Treasury yields, Trump, U.S.
Fortune (March 5)
“A landmark Supreme Court ruling against President Trump’s tariffs has cost the federal government an estimated $1.7 trillion in projected revenue through 2036.” At its current spending rate, this sets “the United States on a course toward a national debt of $58 trillion within the next decade.”
Tags: $1.7 trillion, $58 trillion, 2036, Cost, Government, Landmark, National debt, Projected revenue, Ruling, Spending rate, Supreme Court, Tariffs, Trump, U.S.
New York Times (March 4)
“All eyes are on the Gulf states’ vulnerable energy facilities and on the Strait of Hormuz, the transitway for crude oil and natural gas that has been paralyzed by Iranian forces” as Iran seeks “to drive up the cost of war….. Unless energy shipments quickly return to normal levels, the upheaval could batter the global economy and ratchet up pressure on President Trump.”
Tags: Batter, Cost of war, Crude oil, Energy facilities, Energy shipments, Global economy, Gulf states, Iranian forces, Natural gas, Paralyzed, Pressure, Strait of Hormuz, Trump, Upheaval, Vulnerable
Chicago Sun Times (March 3)
“The Chicago area was named the top U.S. metro for corporate relocations and site selection for the 13th year in a row by Site Selection Magazine…. World Business Chicago, the city’s nonprofit economic development agency, last year counted 223 corporate expansions, projects and new entrants in the Chicago area. The 40% year-over-year increase in activity represents $1.7 billion in annual earnings and the creation of an estimated 19,600 jobs.”
Tags: $1.7 billion, $40, 13th year, Annual earnings, Chicago, Corporate relocations, Economic development, Expansions, Jobs, Metro, New entrants, Site selection, U.S.
