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Briefing: European markets set to open lower as oil prices jump despite reserve release

Strategic angle: European stocks are expected to open lower on Thursday as investors monitor the Iran war and global oil prices.

editorial-staff Mar 12

Money

Briefing: The Iran war is pushing up European energy prices. Here's why a Ukraine-style inflation shock could still be avoided

Strategic angle: The Iran war has rattled global energy markets, but analysts say Europe can avoid a full-blown 2022-style supply crisis.

editorial-staff Mar 12

Money

Briefing: Hizbollah’s war with Israel deepens its isolation in Lebanon

Strategic angle: Widespread opposition to conflict and mass displacement stoke sectarian tensions

editorial-staff Mar 12

Money

Briefing: Supertankers rush to Red Sea port as Iran war chokes Gulf oil exports

Strategic angle: Saudi pipeline allows ships to avoid perilous Strait of Hormuz but they must now brave notorious hotspot for Houthi attacks

editorial-staff Mar 12

Money

Briefing: The AI-driven ‘kill chain’ transforming how the US wages war

Strategic angle: Systems from Palantir and Anthropic are helping to turn torrents of battlefield data into thousands of strikes

editorial-staff Mar 12

Money

Briefing: Investment fund questions valuations in Blue Owl’s private credit portfolio

Strategic angle: Glendon Capital Management raises concerns over inflated debt valuations compared to public securities.

editorial-staff Mar 12

Money

Briefing: Military briefing: the closest US-Israel war yet

Strategic angle: Not since the Suez Crisis has the IDF fought alongside an ally in a major military offensive

editorial-staff Mar 12

Money

Briefing: Partners Group sounds alarm on private credit default rates

Strategic angle: Chair of Swiss private capital group warns pace could double to above 5% in coming years

editorial-staff Mar 12

Money

Briefing: The shadow front in the war against Iran

Strategic angle: Iraq has been a battleground for Tehran and Washington’s interests since 2003. A murky conflict has broken out there again.

editorial-staff Mar 12

Money

Briefing: Which chokepoint wins in a game of geoeconomic Top Trumps?

Strategic angle: It depends on its damage to the target, potential for blowback and durability

editorial-staff Mar 12

Money

Briefing: Inside India newsletter: How the war in the Middle East is set to determine India's trade route to Europe

Strategic angle: As the U.S.-Israel war with Iran rages on, experts say that only one of India's two grand connectivity bets has a real future: IMEC.

editorial-staff Mar 12

Money

Briefing: A global food price shock looms as Middle East war rages on. Here's who will be hit hardest

Strategic angle: A widening Middle East conflict that disrupts trade through the Strait of Hormuz could ripple far beyond the energy markets, risking a spike in global food prices.

editorial-staff Mar 12

Money

Briefing: Plans for record emergency oil release signal Middle East war could drag on for months

Strategic angle: The degree to which the IEA acted is being interpreted that the conflict could continue for many weeks, said analysts.

editorial-staff Mar 12

Money

Dow futures sink more than 1,000 points, oil prices surge up to 30% as Iran conflict rages

MarketWatch reports on the significant market downturn amid escalating tensions in Iran.

editorial-staff Mar 12

Money

Briefing: Google sells partial stake in fiber business, becomes minority owner of new venture

Strategic angle: Google's GFiber unit is merging with Astound Broadband to create a new independent fiber provider.

editorial-staff Mar 11

Money

Briefing: US to draw down 172mn barrels of oil from SPR as part of global release

Strategic angle: 400mn barrels of crude made available as governments race to tackle energy shock

editorial-staff Mar 11

Money

Briefing: Jim Cramer says these 3 stock market themes could work if the oil shock eases

Strategic angle: Once the dust clears, the 'Mad Money' host said investors could look to AI data centers, memory chips, and discount retailers.

editorial-staff Mar 11

Money

Briefing: Atlassian slashes 10% of workforce to 'self-fund' investments in AI and enterprise sales

Strategic angle: Atlassian is cutting 10% of its workforce, approximately 1,600 jobs, to reallocate funds towards AI and enterprise sales.

editorial-staff Mar 11

Money

Briefing: Cliffwater caps payouts at credit fund as redemption requests surge

Strategic angle: Withdrawal requests hit 14% in the first quarter as investors grow skittish on private capital exposure.

editorial-staff Mar 11

Money

Briefing: Iran war: Trump says he'll tap Strategic Petroleum Reserve to cut energy costs

Strategic angle: The U.S. currently has 415 million barrels of oil in its strategic reserve, about 58% of the authorized capacity of 714 million barrels.

editorial-staff Mar 11