Friday's News Links

[CNBC] Dow futures fall, index heads for worst week since October as U.S. oil tops $86: Live updates

[CNBC] WTI crude tops $86, hits highest level since April 2024, Brent crude breaks above $89 a barrel

[Reuters] Gold rises as Middle East conflict spurs safe-haven demand

[CNBC] U.S. payrolls unexpectedly fell by 92,000 in February; unemployment rate rises to 4.4%

[AP] Intense Israeli strikes hit Iran and Lebanon as US warns the bombardment will ‘surge dramatically’

[Axios] Energy woes deepen as Trump team looks to soften blow

[AP] Gulf allies complain US didn’t notify them of Iran attacks and ignored their warnings, sources say

[CNBC] CEO says ‘no choice’ but to challenge Trump admin’s supply chain risk designation in court

[Bloomberg] Reinsurers Triple Ship Insurance Costs After US Torpedo Attack

[Bloomberg] Credit Traders Are Unwinding Their Gigantic Bullish Position

[Bloomberg] Blue Owl Has £36 Million Exposure to Collapsed UK Lender to Rich

[Bloomberg] Direct Lenders Have Taken Keys to Nearly 150 Companies in Europe

[Bloomberg] Global Funds Pull Money From Asia at Fastest Pace in Four Years

[WSJ] Oil Stranded in Strait of Hormuz Has Few Routes Out

[WSJ] Large-Scale Attacks Intensify Tensions in Middle East

[FT] The Iran war presents a ‘guns and butter’ nightmare for investors

[FT] Iran hits Amazon data centres in jolt to Gulf AI drive

Thursday Evening Links

[CNBC] Dow futures rise, but index heads for worst week since October on oil surge: Live updates

[CNBC] U.S. crude oil tops $80 per barrel as escalating Iran war disrupts global fuel supplies

[AP] Pentagon says it is labeling AI company Anthropic a supply chain risk ‘effective immediately’

[CNBC] The February jobs numbers are coming out Friday. Here’s what to expect

[CNBC] Trump hints U.S. will turn to Cuba after Iran: ‘Just a question of time’

[Bloomberg] Long-Trusted Haven Trades Are Failing as Gold, Treasuries Fall

[Bloomberg] Yuan Funding Hits Record $200 Billion as China’s Ambitions Grow

[Bloomberg] Iranian Missiles Shake Gulf Finance’s Image of Stability

[NYT] How $800 Monthly Car Payments Are Hurting Car Sales

[WSJ] Can Trump Really Defend All Tankers in the Persian Gulf?

[WSJ] China Admits It Has an Economic Problem

[FT] Donald Trump says he must be ‘involved’ in choosing Iran’s next leader

[FT] Depleted oil reserve leaves US exposed as Iran war pushes up prices

[FT] Iran turns to cheap drones as US and Israel target missile launchers

Thursday Afternoon Links

[CNBC] Dow falls 1,000 points as oil resumes surge, hitting $80 a barrel amid Iran conflict: Live updates

[Reuters] Oil jumps more than 3% on supply concerns as Iran conflict widens

[Axios] Exclusive: Trump says he must be involved in picking Iran's next leader

[CNBC] Iran foreign minister: Not seeking ceasefire, warns U.S. invasion would be ‘big disaster for them’

[Yahoo/Bloomberg] Iran Vows to Escalate Attacks as Trump Hails Progress in War

[Bloomberg] Iran Intensifies Attacks Across Gulf as Israel Hits Tehran

[Bloomberg] US Oil Tops $80 a Barrel for First Time Since January 2025

[Bloomberg] Hormuz Is the Hidden Risk to the AI Economy

[Bloomberg] Trump Finds He Needs Europe Now That He’s Waging War in Iran

[FT] Thousands flee Beirut after sweeping Israeli evacuation order

[FT] Middle East conflict strands ships with cargoes of fresh food and live animals