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Amazon (AMZN) Cloud Operations Under Fire: Drone Attacks Cripple AWS Middle East Infrastructure

Islamic Resistance in Iraq targets US bases with Al-Arqab missile launch

Oil prices surge past $112 as Iran regime change odds fluctuate

Iran conflict spikes US recession odds for 2026 as energy prices soar

Petroyuan Rises as Physical Oil, Yuan Settlements, and Rare Earth Markets Decouple From Dollar Systems

Iranian hackers escalate attacks on US infrastructure amid rising military odds

‘Skunk at the Party’: JPMorgan Chase CEO Jamie Dimon Warns of Potential Market Impact of Inflation in 2026

Iran strengthens position in US-Israeli conflict as military escalation looms

Iranian missile incident raises doubts about regime fall odds, now at 13.5%: FT

Iran's recent missile capabilities demonstration has reduced market expectations for regime collapse, with odds dropping to 13.5%. The military display suggests greater regime stability than previously anticipated, potentially affecting geopolitical risk assessments.

Negotiators doubt Iran will meet Trump’s deadline, risking US escalation

Negotiators express doubt that Iran will meet Trump's deadline, raising concerns about potential US escalation. The uncertainty could heighten geopolitical tensions and lead to increased market volatility across financial markets.

US official views Iran’s hardline stance as negotiating tactic amid ceasefire doubts: FT

A US official views Iran's hardline stance as a negotiating tactic amid ongoing ceasefire negotiations. This position may delay US-Iran diplomatic talks, potentially increasing geopolitical uncertainty and impacting market confidence.

Gina Raimondo: Strengthening US alliances is crucial to compete with China, European patience is wearing thin, and China’s economic strategies threaten global markets | Odd Lots

US Commerce Secretary Gina Raimondo emphasizes the critical need to strengthen US alliances to compete with China, warning that European patience with US-China tensions is diminishing. China's economic strategies are identified as posing significant threats to global market stability.

Steve Kamin: The US dollar will remain dominant despite economic policy threats, the notion of exorbitant privilege is overrated, and geopolitical actions are challenging its safe haven status | Macro Musings

Steve Kamin argues that the US dollar will maintain its global dominance despite facing economic policy threats and geopolitical challenges. He suggests that the concept of 'exorbitant privilege' is overrated while acknowledging that geopolitical actions are putting pressure on the dollar's traditional safe haven status.

Stock Market 90–95% Done With War-Related Sell-Offs, Says Fundstrat’s Tom Lee – Here’s His Forecast

Fundstrat's Tom Lee believes the stock market has completed 90-95% of its war-related sell-offs and expects April to be a strong month for equities. Lee suggests that as the Iran conflict appeared to extend beyond initial expectations in March, markets have already priced in much of the geopolitical risk.

Fed Officials Sound Alarm: Inflation Risks Escalating as Rate Cuts Remain Distant

Federal Reserve officials are warning that inflation risks are escalating due to tariffs and Middle East conflicts, pushing inflation into dangerous territory. Rate cuts appear increasingly unlikely as the Fed maintains its tight monetary policy stance to combat rising inflationary pressures.

Iran rejects ceasefire, demands permanent resolution amid rising tensions

Iran has rejected ceasefire proposals and is demanding a permanent resolution to ongoing regional conflicts, escalating tensions in the Middle East. This rejection heightens regional instability and could potentially impact global markets through increased geopolitical risk.

Kalshi wins key court ruling as U.S. judges curb state power over prediction markets

A federal appeals court ruled in favor of Kalshi, determining that CFTC-regulated prediction market contracts fall under federal jurisdiction rather than state gambling laws. The decision prevents New Jersey from blocking Kalshi's sports-related event contracts, establishing important precedent for prediction market regulation.

Wall Street knows something about Trump and Iran: Both sides are running out of time

The Strait of Hormuz, a critical global oil chokepoint, experienced increased maritime traffic during a volatile weekend amid rising tensions between the US and Iran. Wall Street analysts suggest both the Trump administration and Iran are facing time pressure in their geopolitical standoff.

‘Skunk at the party’: Jamie Dimon warns of recession risks amid ongoing wars—but also stagflation

JPMorgan Chase CEO Jamie Dimon warned of potential recession and stagflation risks stemming from ongoing global wars. His comments highlight growing concerns about macroeconomic instability that could impact financial markets broadly.

Jamie Dimon defends the U.S. war on Iran—and warns it’s pushing the economy into uncharted territory

JPMorgan CEO Jamie Dimon is defending U.S. actions against Iran while warning that ongoing geopolitical tensions are pushing the economy into unprecedented territory. This represents a shift from his previous warnings about traditional financial crises to concerns about broader global order instability.

Massive debt makes the U.S. one of the world’s most vulnerable countries in the energy crisis, market veteran warns

A market veteran warns that the U.S. faces heightened vulnerability during energy crises due to massive debt levels. The analysis draws parallels to the 1970s oil shocks, which marked the beginning of persistent government deficit spending rather than occasional fiscal shortfalls.

AMRO holds Asia’s 2026 growth forecast steady at 4%, but said it would have been higher if not for the Iran war

The ASEAN+3 Macroeconomic Research Office (AMRO) maintained Asia's 2026 growth forecast at 4%, but noted it would have been higher without the Middle East conflict. The organization's chief economist highlighted that the ongoing war has shifted regional economic risks to the downside.

Wall Street Banks Push Fed Rate Cut Expectations to Fall Amid Robust Economic Data

Wall Street banks are pushing back expectations for Federal Reserve rate cuts following stronger-than-expected economic data. Citigroup has delayed its rate cut forecast to September after March jobs data exceeded estimates, while JPMorgan's CEO Jamie Dimon warns that geopolitical risks could keep interest rates elevated longer.

Stock Futures Climb as Iran-US Ceasefire Hopes Calm Investor Nerves

US stock futures rose 0.4% on Monday as hopes for an Iran-US ceasefire calmed investor concerns, with oil prices retreating. Trump extended negotiation deadlines to Tuesday as diplomatic talks continue to progress.

Wells Fargo CEO Says US Economy ‘Still Extremely Strong’ Despite Iran War – But There’s a Catch

Wells Fargo CEO Charles Scharf maintains that the US economy remains 'extremely strong' despite ongoing conflict with Iran. He emphasizes that household and business indicators point to economic robustness, though he separates economic fundamentals from market volatility concerns.