Wednesday, March 4, 2026

Thursday's News Links

[CNBC] S&P 500 futures slide after major averages rebound, traders’ U.S.-Iran fears ease: Live updates

[Reuters] Oil leaps 3% on supply concerns as Iran conflict widens

[Reuters] Gold gains on safe-haven demand as Middle East conflict widens

[CNBC] South Korea’s Kospi stages a sharp rebound, surging 10%, on course for best day since 2008

[Axios] How Iran's Strait of Hormuz shutdown could hit the global economy

[Axios] Kurds backed by Mossad, CIA could lead next phase of war in Iran

[AP] Repatriation flights ramp up as nations race to bring citizens home from Middle East

[Yahoo/Bloomberg] Airline Troubles Mount as Global Flight Cancellations Top 23,000

[Reuters] Has the Iran war changed the Gulf forever?

[Politico] Trump’s FAFO moment: America needs Europe after all 

[Reuters] Bank of Canada warns of risks linked to non-bank players in debt markets

[Yahoo/Bloomberg] China Keeps Record-High Budget Deficit Target to Spur Growth

[Reuters] China to inject $44 billion into state banks, boost tech financing

[AP] China sets a lower economic growth target of 4.5% to 5% for 2026 as challenges loom

[Yahoo/Reuters] China says it is the world leader in R&D for AI, vows to boost tech self-reliance

[Bloomberg] Iran Can Turn the Persian Gulf Into a Minefield

[Bloomberg] How Data Centers Became a Casualty of War

[Bloomberg] China Tells Top Refiners to Halt Diesel and Gasoline Exports

[NYT] Trump Follows His Gut. His National Security Advisers Try to Keep Up.

[WSJ] Russia Is Big Winner as Iran War Drains Supplies That Ukraine Needs

[WSJ] China Signals New Era of Slower Economic Growth

[FT] Gulf oil producers face race to resume exports before storage fills up

[FT] Fertiliser disruption from Iran conflict prompts global food shortage warnings

[FT] Europe confronts threat of another energy crisis

[FT] How Pedro Sánchez became Donald Trump’s nemesis in Europe