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Tuesday, March 10, 2026

Wednesday's News Links

[CNBC] S&P 500 ticks lower as oil prices move higher again amid Iran conflict: Live updates

[Yahoo/Bloomberg] Oil Rises as Traders Weigh War Impact and Reserves Release Plan

[Yahoo/WSJ] Bond Yields Jump as Oil Prices Rise, Middle East War Outlook Uncertain

[AP] Live updates: Global energy concerns mount as Iran effectively stops cargo traffic in the Strait of Hormuz

[Yahoo/Bloomberg] Three Ships Struck in Day of Heavy Middle East Attacks

[CNBC] Three cargo ships struck off Iran’s coast, UK says, including one in Strait of Hormuz

[AP] Iran war has blocked the Strait of Hormuz, a vital oil chokepoint. Reopening it is a big challenge

[Yahoo/Bloomberg] World Races to Protect Oil Flows as Iran Attacks Continue

[AP] Analysis: Iran war becomes a contest of who can take the most pain

[CNBC] U.S. forces sink 16 Iranian minelayers as reports say Tehran is mining the Strait of Hormuz

[Reuters] Combatants in Mideast war trade more air strikes as Iran clamps down on dissent

[Reuters] US Navy tells shipping industry Hormuz escorts not possible for now

[CNBC] Consumer prices rose 2.4% annually in February, as expected

[Yahoo/Bloomberg] Pimco Sees Crisis of ‘Bad Underwriting’ in Private Credit

[Yahoo/Bloomberg] JPMorgan Restricts Private Credit Lending After Loan Markdowns

[Yahoo/Bloomberg] US Mortgage Rates Climb to 6.19% in Biggest Gain Since September

[CNBC] How the Iran war could impact hyperscalers’ massive AI buildout in the Middle East

[Yahoo/Bloomberg] The Former Academic Guiding OpenAI’s Trillion-Dollar AI Buildout

[Politico] Iran war threatens Board of Peace

[Politico] Europe’s plan to keep Ukraine afloat — even if Hungary keeps blocking €90B loan

[Bloomberg] War In Iran Is Creating a Fertilizer Crisis Like Never Before

[Bloomberg] Amazon’s Mega Bond Sale Is Cheap — For a Reason

[Bloomberg] Dudley: A Compromised Fed Would Risk a Fiscal Crisis

[NYT] Trump Directs War With the Markets Top of Mind

[NYT] Iranian Military Shows It Knows How to Adapt, U.S. Officials Say

[NYT] How Trump and His Advisers Miscalculated Iran’s Response to War

[WSJ] Iran Lays Mines in Strait of Hormuz, Triggering U.S. Response

[WSJ] Trump Says the Iran War Is Nearly Won but Israel Has Other Ideas

[FT] What the Iran war will mean for emerging market economies

[FT] US airlines face $11bn fuel hit from Iran conflict

[FT] Hedge fund Caxton loses more than $600mn in Iran war fallout