Thursday, March 26, 2026

Thursday Evening Links

[CNBC] Stock futures rise as Trump extends Iran negotiations deadline: Live updates

[AP] Live updates: Trump delays Strait of Hormuz deadline as Wall Street has biggest loss of war

[Axios] Trump extends deadline for Iran negotiations

[Reuters] Trump weighs sending another 10,000 ground troops to the Middle East, WSJ reports

[Axios] Why these 6 Iranian islands could be crucial to Trump's "final blow" of the war

[Reuters] Exclusive: China's top chipmaker has supplied chipmaking tech to Iran military, US officials say

[AP] Trump says he’ll sign order to pay TSA agents as Congress struggles to reach funding deal

[Yahoo Finance] Fed's Jefferson sees higher inflation from Iran war near term, signals toward holding rates steady

[Reuters] Fed's Cook says the balance of risks has shifted toward inflation due to Iran war

[Reuters] Fed's Barr: Need to be vigilant against rise in inflation expectations

[Bloomberg] Fed Officials Voice Growing Concern Over Fallout from Iran War

[Bloomberg] Starmer Says Won’t Be Pushed Around as Trump Assails Iran Stance

[Bloomberg] Investors Game Out Stagflation Risk in Japan as Oil Prices Rise

[NYT] Iran Acts as Gatekeeper of Hormuz as War Drags On

[WSJ] Fed’s Perli: Monthly Pace of Treasury Purchases Likely to Be ‘Significantly Reduced’ After Mid-April

[WSJ] Anthropic Wins Injunction in Court Battle With Trump Administration

[FT] US bond market shows signs of strain as Iran war sparks Treasury tumult

[FT] Israeli military doubts war will topple Iranian regime

[FT] Federal Reserve could cut balance sheet by $2tn without market turmoil, says Miran