General

It’s looking like Trump’s war created a private oil lane for China and other countries willing to play ball with Iran

Hot inflation and a hot war keep markets on edge

$246,956,928,000 Added To US National Debt in March As Ex-IMF Official Warns Foreigners Could Be ‘Losing Their Appetite’ for US Treasuries

‘We’re living on borrowed time’: As national debt hits $39 trillion, a top diplomat warns of a crisis America isn’t ready for

Morning Minute: Markets Tumble as Iran War Escalates

Bank of Japan Holds Rate at 0.75% as Iran War Drives Oil Prices and Inflation Fears

Fed leaves rates unchanged, says geopolitical uncertainty clouds outlook

The national debt just crossed $39 trillion—almost doubling since Trump vowed to erase it

Qatar evacuates Ras Laffan energy hub after Iran threatens Gulf facilities

The U.S. attacked Iran to show its power but the war is already lost. Epic Fury looks like an Epic Fail

Trump waives Jones Act as oil tops $100 and crypto slumps on inflation fears

Stocks haven’t hit bottom yet, says the analyst who called a ‘rolling recession’ when everyone else saw a boom

Morgan Stanley analyst Mike Wilson, who previously predicted a 'rolling recession,' warns that stocks haven't reached their bottom yet. He notes that 50% of Russell 3000 stocks are already down 20% from their peaks, and the current market selloff that's panicking investors actually began six months ago.

European NATO Members Decline Trump’s Request for Hormuz Naval Deployment

European NATO members including Germany and the UK have rejected Trump's request for naval deployment to the Strait of Hormuz amid rising tensions with Iran. Oil prices have surged past $100 as geopolitical tensions escalate in the critical shipping corridor.

Trump’s Iran War looks improvised. It isn’t. Here’s the playbook he’s been running for decades

The article argues that Trump's approach to Iran policy, despite appearing contradictory and improvised to pundits, follows a consistent strategic playbook he has employed throughout his career. The analysis suggests there is an underlying method to what critics perceive as chaotic foreign policy decisions.

A market correction of 10% could be on the cards as consumer psychology shifts due to gas prices, says top economist

A top economist warns that a 10% market correction could occur as rising gasoline prices negatively impact consumer psychology. The economist emphasizes that gasoline prices, being the most visible price point for consumers, have an immediate psychological effect when they increase.

America’s $38 trillion debt crisis is already here. The reckoning comes next

America faces a $38 trillion national debt crisis that remains largely hidden from public view due to the country's outward appearance of fiscal stability. The article suggests this disconnect between perception and reality makes the underlying debt problem more dangerous as it delays necessary action.

Trump Pushes for Immediate Fed Rate Cut as March Policy Meeting Kicks Off

Trump is pressuring the Federal Reserve for an immediate rate cut as the March policy meeting begins, despite CME futures showing a 99% probability that rates will remain unchanged due to ongoing inflation concerns.

Global Fuel Oil Prices Surge as Shipping Chokepoint Disruption Deepens

Singapore fuel oil prices have surged 146% since January 2026, reaching $140 per barrel by March due to shipping chokepoint disruptions. This has broken the traditional market relationship with fuel oil now trading at a 40-75% premium over crude oil, prompting Goldman Sachs to raise inflation forecasts.

Hedge Funds Dump Financial Stocks at Record Pace Amid Growing Market Uncertainty

Hedge funds are shorting global financial stocks at the highest pace since 2016 according to Goldman Sachs, while U.S. banks hold nearly $300 billion in private credit loans raising contagion concerns. AI disruption is simultaneously eroding revenue models of private equity-backed software firms from the 2020-2024 period.

Trump suggests postponing his key meeting with Xi Jinping by ‘a month or so,’ as Iran overtakes China on the U.S.’s agenda

Trump suggests delaying his planned meeting with Chinese President Xi Jinping by about a month as Iran becomes a higher priority on the U.S. agenda. Analysts attribute this shift to the Iran conflict and the need to address its impact on energy markets.

Venezuela has the world’s largest proven oil reserves, but it can’t solve for the Strait of Hormuz ‘math problem’

Despite Venezuela having the world's largest proven oil reserves, it cannot compensate for potential supply disruptions from the Strait of Hormuz during the Iran conflict. Venezuelan oil production represents only a small fraction compared to the massive global supply shortage that would result from Iran-related disruptions.

Trump ups pressure for Fed chair Powell to cut rates ‘right now’

President Trump is pressuring Federal Reserve Chairman Powell to cut interest rates immediately, comparing the decision to something a third-grade student would understand. This political pressure on monetary policy could have significant implications for financial markets.

U.S. debt is competing with a record supply of corporate bonds, pushing up the cost of federal borrowing just as war spending piles up

Record corporate bond issuance is competing with U.S. government debt for investor capital, driving up federal borrowing costs at a time when military spending is increasing due to geopolitical conflicts. This competition in the bond market creates upward pressure on Treasury yields and government financing costs.

SEC considers ending mandatory quarterly earnings reports for US companies: WSJ

The SEC is preparing a proposal to make quarterly earnings reports optional for US companies, potentially allowing them to report financial results twice a year instead. This regulatory change would represent a significant shift from the current mandatory quarterly reporting requirements that have been standard practice for public companies.

Trump’s ‘Art of the Deal’ can’t reopen the Strait of Hormuz—and it’s threatening a recession

The article argues that Trump's traditional deal-making approach, which involved bending rules and renegotiating agreements, cannot be applied to resolve tensions in the Strait of Hormuz. The situation poses potential economic risks that could lead to a recession.