Thursday, March 26, 2026

Friday's News Links

[CNBC] Stocks slip even after Trump extends Iran negotiations deadline: Live updates

[CNBC] Brent oil tops $110 again after Chinese ships are turned away from Strait of Hormuz

[CNBC] Markets now see the Fed’s next move as a potential rate hike as inflation fears mount

[CNBC] ‘All bets are off’: European borrowing costs hit 15-year highs as investors brace for rate hikes

[Reuters] Emerging economies' record debt spree slumps into a freeze as Iran war rocks markets

[Yahoo/Bloomberg] Bitcoin Slumps With Options Showing Traders Turning Defensive

[AP] Live updates: Israel’s defense minister warns that Israeli attacks on Iran ‘will escalate and expand’

[Axios] Pentagon weighs sending 10,000 more combat troops to the Middle East

[AP] Iran starts to formalize its chokehold on the Strait of Hormuz with a ‘toll booth’ regime

[Reuters] Exclusive: U.S. can only confirm about a third of Iran's missile arsenal destroyed, sources say

[AP] The war in Iran sparks a global fertilizer shortage and threatens food prices

[Yahoo/Bloomberg] Brace for $200 Oil If War Lasts Until June, Macquarie Warns

[AP] A year after Trump’s DOGE cuts, workers whose lives were upended question what was saved

[Bloomberg] The Iran War Is Now All About the Future of Hormuz

[Bloomberg] Oaktree to Meet 8.5% Private Credit Fund Redemptions in Full

[Bloomberg] Australia Ramps Up Private Credit Scrutiny, Demanding More Data

[Bloomberg] Now There's a Helium Shortage and It Affects More Than Balloons

[NYT] Global Food Supply Faces a Dangerous Bottleneck as Iran War Persists

[NYT] Resurgent Inflation Tests Faith in Fed’s Willingness to Tame It

[NYT] Standoff With Iran Raises Fresh Doubts About Trump’s Freestyle Diplomacy

[NYT] An Invisible Bottleneck: A Helium Shortage Threatens the Chip Industry

[WSJ] Why Investors Were Right to Be Wary of Blue Owl’s $1.4 Billion Deal

[WSJ] The Private-Credit Industry’s Trouble: Surging Redemptions, Slower Fundraising

[WSJ] How the Iran War Compares With Past Market Shocks, in Charts

[WSJ] U.S. and Israel Have Pounded—but Not Eliminated—Iran’s Missile Threat

[WSJ] The U.S. Military Assets Damaged or Lost in the Iran War

[WSJ] China Hits Back at U.S. With New Trade Probes Ahead of Trump-Xi Summit

[FT] Private credit’s stale pricing problem

[FT] Everything you always wanted to know about credit (but were afraid to ask)