Sunday, March 22, 2026

Monday's News Links'

[CNBC] Dow jumps 600 points after Trump says U.S. and Iran have held ‘productive’ talks: Live updates

[Yahoo/Bloomberg] Stocks Rise, Oil Sinks as Trump Signals Iran Talks: Markets Wrap

[AP] US will hold off on Iran power plant strikes for 5 days, extending Trump deadline on Hormuz strait

[Axios] Trump says he's pausing Iran energy strikes for 5 days amid talks

[AP] Live updates: Trump extends deadline for Iran to reopen Strait of Hormuz as Iran denies negotiations with US

[The Hill] Iran says it’s not in negotiations with the US, ‘Trump backed down’

[Yahoo/Bloomberg] Bonds Lose $2.5 Trillion in Iran War Wipeout That Mirrors 2022

[Bloomberg] How Iran Has Effectively Closed the Strait of Hormuz

[Bloomberg] What We Still Don’t Know About Private Credit Is Troubling

[Bloomberg] Fed’s Goolsbee Says He Could See Circumstances for Rate Hike

[Bloomberg] Gilts Face Worst Month Since Liz Truss as Oil Spike Jolts UK Market

[Bloomberg] Over 40 Middle East Energy Assets ‘Severely Damaged,’ IEA Says

[Bloomberg] Japan Bond Yields Near Multi-Decade Highs as War Fuels Inflation

[Bloomberg] Private Credit Is Making Bank Investors Antsy, Too

[Bloomberg] ECB Alert to Iran War’s Second-Round Effects, Guindos Says

[Bloomberg] India’s Economy Strong Enough to Face External Shocks, RBI Says

[NYT] As Trump’s Deadline Nears, Iranians Dread the Darkness

[NYT] Gas Prices Have Jumped More Than 30% in Some States in Two Weeks

[NYT] Which Countries Depend the Most on Persian Gulf Oil and Gas

[NYT] Israel Thought It Could Spur Rebellion Inside Iran. That Hasn’t Happened.

[NYT] Israel’s Missile Defense Under Scrutiny After Iranian Attack

[WSJ] The Top Iranian Diplomat Who Says He’s in No Mood to Talk

[WSJ] Trump, Tehran Exchange Threats

[WSJ] Iranian Missile Strikes Are Costing Big Oil Billions in Lost Revenue

[WSJ] The Fed’s Most Awkward Leadership Transition Is Coming

[WSJ] Japan Companies Signal Biggest Wage Hike in 35 Years

[FT] Gilt yields surge to highest level since 2008

[FT] Trump’s Iran playbook was written in the 1980s

[FT] Iran war is a risk to the flow of Gulf funds around the globe

[FT] Oceans take in a lot of heat as Earth’s energy imbalance hits record