Wednesday, April 1, 2026

Thursday's News Links

[CNBC] Stock sell-off picks up steam as oil surges: Live updates

[CNBC] Oil prices soar 10% as Trump’s Iran war speech stokes fears of further escalation

[Reuters] Stocks sink, oil surges as Trump vows to keep hitting Iran

[Yahoo/Bloomberg] Bitcoin Tumbles With Stocks as Trump Signals Harder Iran Strikes

[Axios] Trump: U.S. will bomb Iran "back to stone ages" over next 2-3 weeks

[AP] Live updates: Trump says Iran will be hit hard for next 2 or 3 weeks

[AP] Takeaways from Trump’s address: No end date for Iran war and few details on strategy ahead

[AP] Iran fires on Israel and Gulf neighbors as Trump claims threat from Tehran nearly eliminated

[AP] Live updates: Trump says US military objectives in Iran ‘nearing completion’

[CNBC] Blue Owl caps private credit funds redemptions at 5% after steep request levels

[Yahoo/Reuters] US weekly jobless claims fall as layoffs remain low

[Yahoo/Bloomberg] AI and War Spook Buyers for Private-Equity Firms Itching to Sell

[Axios] Behind the Curtain: Jamie Dimon's warning

[Axios] Office vacancies hit record high

[Yahoo/Bloomberg] S&P 500’s War Pattern: The Wipeout Begins Every Thursday

[Yahoo/Bloomberg] Australian State Triggers Emergency Powers Amid Fuel Crisis

[Politico] Trump’s rage at NATO allies is binding them together — against him 

[Yahoo/Bloomberg] Trump Budget to Frame Midterms With Defense Boost, Domestic Cuts

[Yahoo/Bloomberg] Iranians Reel From US-Israeli Attacks on Civilian Infrastructure

[Bloomberg] Trump Stirs Market, Political Angst With Vague Timeline for Iran

[Bloomberg] Hedge Funds Walloped by a Month of Turmoil Sparked by Iran War

[Bloomberg] Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern

[Bloomberg] Trump’s Renewed Iran Warning Risks More Volatility, Analysts Say

[Bloomberg] How Swap Markets Are Struggling to Gauge Rates as Iran War Fuels Volatility

[Bloomberg] Japan 10-Year Sovereign Bond Sale Sees Weakest Demand Since May

[Bloomberg] Dealmaking Competition Erodes Junk Loans’ Last Line of Defense

[Bloomberg] RBI Clampdown on Rupee Speculation Triggers Market Dislocation

[WSJ] Trump Tries to Sell Americans on War in Iran

[WSJ] Blue Owl’s $36 Billion Private-Credit Fund Hit by 22% Withdrawal Request

[WSJ] Trade Deficit Grew in February as Policy Continued to Swing

[WSJ] Maine Is About to Become the First State to Ban New Data Centers

[WSJ] China Is Building Another Massive Base in the South China Sea

[FT] Donald Trump threatens to hit Iran ‘extremely hard’ in coming weeks

[FT] Blue Owl struck by $5.4bn of redemption requests

[FT] World’s top energy traders wrongfooted in early days of Iran war

[FT] The global wave of energy rationing