Global stocks tumble after President Trump gives Iran a Monday deadline to open the Strait of Hormuz, raising fears of a sharp escalation. Energy prices jump and traditional safe havens falter, leaving investors with few places to hide. Today’s recommended read: Trump's Iran war ...Show more
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Deadline shock rattles global markets
Global stocks tumble after President Trump gives Iran a Monday deadline to open the Strait of Hormuz, raising fears of a sharp escalation. Energy prices jump and traditional safe havens falter, leaving investors with few places to hide. Today’s recommended read: Trump's Iran war ...Show more
Week ahead: Bubble, oil and trouble
Investors head into the final full week of the quarter after a turbulent stretch dominated by the Iran conflict, an energy shock, and shifting AI sentiment. Key survey data this week will offer the first read on how the war is filtering through to business activity. Subscribe to ...Show more
Week in Review: Shock to the system
Qatar warns of multi‑year output losses after strikes on its main gas field, intensifying concerns over long‑term supply. The Fed stays steady on policy expectations, while the ECB and BOE pivot toward rate hikes. Subscribe to Mike Dolan's Morning Bid newsletter, and check out hi ...Show more
Eye of the storm?
Energy markets catch their breath after Western moves to boost supply, though Qatar’s gas sector warns of years-long disruption. Plus, a dramatic shift in rate expectations drives one of the steepest selloffs in European sovereign debt in months. Today’s recommended read: Kevin W ...Show more
Energy shock tests central banks
A strike on Iran’s South Pars field sends oil above $110 and natural gas higher. The Fed leaves rates unchanged but adopts a more cautious tone. Investors now look to the BOE, ECB and BOJ for signals on how they’ll handle the inflation threat. Today’s recommended read: Don't pani ...Show more