The escalating U.S.-Israel conflict with Iran has led to travel disruptions and flight cancellations, impacted global markets with Asian equities plunging, resulted in naval engagements and shipping companies halting bookings in the Strait of Hormuz, and caused gold and silver flows to be disrupted.

• Travelers Stranded by U.S.-Israel Conflict With Iran Face Endless Flight Cancellations — The New York Times Business -
• FirstFT: US submarine sinks Iranian warship off Sri Lanka coast — Financial Times -
• Rate of Iranian ballistic missile launches is declining, western officials say — Financial Times -

• What to Know About Iran’s Drones, Which Are Cheap to Launch but Expensive to Intercept — The New York Times Business -
• Global Markets Swing as Investors Assess Energy Price Impact — The New York Times Business -
• U.S. Stocks Rise as Oil Prices Stabilize — Wall Street Journal -
• See the Strait of Hormuz Shutting Down — Wall Street Journal -
• US in talks with Iranian Kurdish militants over anti-regime operations — Financial Times -
• Top Fed Official, Wary of Inflation, Calls for Extended Rate Pause — The New York Times Business -
• Trump had ‘feeling’ Iran was going to attack US interests, White House says — Financial Times -
• Israel expects weeks-long war against Iran — Financial Times -
• The Best Playbook for Investing During a War Is Usually Doing Nothing — The New York Times Business -
• The Gulf’s safe-haven status is under fire — Financial Times -
• US submarine sinks Iranian warship in Indian Ocean — Financial Times -
• Gulf states in race to secure more US interceptors — Financial Times -
• What is Trump’s plan in Iran? You asked, Gideon Rachman answered — Financial Times -
• Gulf insurance costs soar 12-fold despite Trump guarantee — Financial Times -
• Iran war upends popular trades — Financial Times -
• Container Shipping Companies Halt Bookings, Divert Vessels Due to Middle East Risks — Wall Street Journal -
• The High Stakes of Keeping the Strait of Hormuz Open — The New York Times Business -
• Be glad of Starmer’s caution over Iran — Financial Times -
• The influencers leaping to Dubai’s defence — Financial Times -
• FirstFT: The battle for the Strait of Hormuz — Financial Times -
• Ali Khamenei’s son Mojtaba emerges as a leading candidate for supreme leader of Iran — Financial Times -
• 9 Million Indians Live in the Persian Gulf. The Money They Send Home Is a Lifeline. — The New York Times Business -
• Sánchez calls US-Israeli war in Iran a ‘disaster’ amid spat with Trump — Financial Times -
• Dubai evacuation costs rise as high as $250,000 as more families flee — Financial Times -
• South Korean stocks hit hardest by Iran war as market plunges 12% — Financial Times -
• War, oil, growth and inflation — Financial Times -
• Strait of Hormuz disruption threatens Middle East food imports — Financial Times -
• Gold and silver flows disrupted as Iran war grounds flights — Financial Times -
• Is this Hizbollah’s last stand? — Financial Times -
• The cynical opportunities of ‘Epic Fury’ — Financial Times -
• Military briefing: how Iran could wage a new ‘tanker war’ — Financial Times -
• Trapped in the middle of a new world disorder — Financial Times -
• Investors turn away from yen as haven asset during Iran war — Financial Times -
• Yikes, South Korean stocks — Financial Times -
• Asian Equities Fall, Oil Rises Amid Ongoing Middle East Conflict — Wall Street Journal -
• Beyond a Trade War, China, Japan and Others in Asia Face a New Energy Threat — The New York Times Business -
• Vance takes low profile on Iran after resisting foreign wars — Financial Times -

Recent financial reports show American Eagle's fourth-quarter sales rise, Cracker Barrel working to repair its business, StubHub swinging to a loss, and Okta expecting slower revenue growth, while Ford posted lower U.S. sales and Adidas shares slid on disappointing guidance.

• American Eagle Fourth-Quarter Sales Rise on Growth of Aerie — Wall Street Journal -
• Cracker Barrel Works to Repair Its Business — Wall Street Journal -
• StubHub Swings to Loss, Revenue Falls — Wall Street Journal -

• Okta Expects Revenue Growth to Slow in New Fiscal Year — Wall Street Journal -
• Campari Sees Stable Performance This Year Despite Continued Hit From Tariffs — Wall Street Journal -
• Brown-Forman Says Sales in Developed Markets Still Falling — Wall Street Journal -
• Ford Posts Lower U.S. Sales in February on Declines in Electric, Hybrid Vehicles — Wall Street Journal -
• Bath & Body Works Says Strategy Shift Making Progress But ‘Will Take Time’ — Wall Street Journal -
• Abercrombie Expects Slower Sales Growth, Tariff Headwinds in 2026 — Wall Street Journal -
• Smith & Nephew ‘well equipped’ to ride out tariff uncertainty, chief says — Financial Times -
• ASM International Shares Rise on Strong Results, Guidance — Wall Street Journal -
• Dassault Aviation CEO Sees European Fighter Jet Project at Risk of Collapse — Wall Street Journal -
• Adidas Shares Slide as Guidance Disappoints — Wall Street Journal -
• Bayer Net Loss Widens on Weedkiller Litigation Charges — Wall Street Journal -
• Volvo Car to Increase Production of New Electric SUV to Meet Strong Demand — Wall Street Journal -
• Traton’s Earnings Fall as Trade Disruption Hits Sales — Wall Street Journal -
• Activist Elliott Invests $1 Billion in Pinterest — Wall Street Journal -
• AutoZone Says Winter Storms Hurt Sales — Wall Street Journal -
• Schaeffler Shares Plunge After Guidance Falls Short of Expectations — Wall Street Journal -
• Germany’s Continental Expects Earnings to Increase This Year — Wall Street Journal -

The demand for AI is driving Broadcom's sales, leading to Trump's call for AI companies to manage PR over data center backlash, with AI tools quietly displacing established business software and local news outlets exploring AI to save reporting, while the UK invests in frontier AI research.

• Broadcom Sales Rise as AI Developers Build More Products and Agents — Wall Street Journal -
• Trump tells AI companies they need ‘PR help’ over data centre backlash — Financial Times -
• Auto & Transport Roundup: Market Talk — Wall Street Journal -

• Can AI Save Local News? — Wall Street Journal -
• Meet the Companies Vibe Coding Their Own CRMs — Wall Street Journal -
• AI disruption, wage deflation, research abundance — Financial Times -
• A Tiny Silicon Valley Startup Envisions Computing Beyond the Semiconductor — Wall Street Journal -
• Can Big Tech deliver on Trump’s pledge to shield consumers from higher energy bills? — Financial Times -
• Big Tech’s Deals for AI Data-Center Power Present Accounting Questions — Wall Street Journal -
• Nvidia Swears Off an Earnings Crutch, Putting Pressure on Other Tech Companies — Wall Street Journal -
• Brussels’ ‘membership-lite’ plan for Ukraine to leave sour taste at dinner — Financial Times -
• UK bets £40mn on frontier AI research lab in push for tech independence — Financial Times -
• Trump administration debates allowing Tencent to keep its gaming investments — Financial Times -

The Beige Book indicates US prices still rising, driven by Iran conflict blowback, potentially bringing big profits for LNG exporters like Shell and ExxonMobil, as U.S. gas prices continue to climb, UK households face new energy price shocks, and US shale bosses warn they cannot replace war-hit Middle East oil.

• Beige Book shows US prices still rising — Financial Times -
• Liquid Natural Gas Exporters Like Shell and ExxonMobil Could See Big Profits From War — The New York Times Business -
• UK in poor position to help households if energy costs surge, says OBR economist — Financial Times -

• U.S. Gas Prices Continue to Rise — The New York Times Business -
• Opinion | Energy Affordability Runs Through the Grid — Wall Street Journal -
• U.S. Crude Oil Stockpiles Post Weekly Increase — Wall Street Journal -
• Why American Frackers Aren’t Rushing to Pump More Oil — Wall Street Journal -
• UK energy bills: businesses and households face new price shock — Financial Times -
• China to lean on Russian oil as Iran crisis chokes supply — Financial Times -
• Coal Prices Rise as Iran Conflict Stokes Fears of Energy Crisis — Wall Street Journal -
• US shale bosses warn they cannot replace war-hit Middle East oil — Financial Times -

The UK is set to curtail asylum seekers' rights and faces China spying arrests linked to Labour Party figures, while **global tariffs are projected to rise to 15%, Fitch lowered Indonesia's outlook, and Canada's labor productivity edged down**.

• UK to further curtail rights of asylum seekers — Financial Times -
• Opinion | Gavin Newsom’s Climate Tax Hike — Wall Street Journal -
• Tariffs Force Down Heavy Equipment Sales and Jobs — The New York Times Business -

• BIS defends its global rulemaking role against US criticism — Financial Times -
• China spying arrests raise awkward questions about Labour Party links — Financial Times -
• EU to include UK and Japan in ‘Made in Europe’ plans — Financial Times -
• Bessent Says Global Tariffs Will Rise to 15% This Week — The New York Times Business -
• Labour MP’s partner among 3 arrested in UK on suspicion of spying for China — Financial Times -
• Pair ‘took law into their own hands’ in spying for Hong Kong, court told — Financial Times -
• Canada Labor Productivity Edged Down in Final Quarter of 2025 — Wall Street Journal -
• Scott Bessent says 15% global tariff ‘likely’ to be imposed this week — Financial Times -
• Toyota marks a turning point for activists in Japan — Financial Times -
• To stop UK’s debt fatalism, look past charts of doom — Financial Times -
• Unemployment now higher in UK than in Italy — Financial Times -
• Dassault warns Franco-German jet project is ‘dead’ if Airbus refuses to co-operate — Financial Times -
• Fitch lowers outlook for Indonesia on ‘erosion’ of credibility — Financial Times -
• Rising Democrat star James Talarico wins Texas primary for US Senate — Financial Times -
• Reeves’ speech was rightly low-key but lacked hard truths — Financial Times -
• Australian state to give legal right to work from home 2 days a week — Financial Times -
• Maritime and ports businesses push for global shipping climate deal — Financial Times -
• Stamp duty is Britain’s quiet growth killer — Financial Times -
• China’s elite pushes for overtime curbs and public holiday to tackle low birth rate — Financial Times -
• UK to invoke ‘emergency brake’ to ban student visa applications from four countries — Financial Times -
• Starmer’s UK-EU reset suffering from ‘lack of direction’, MPs warn — Financial Times -
• Lorries with unsafe meat imports skip border checks, UK government says — Financial Times -

Bitcoin and crypto stocks surged amid a relief rally, with Kraken granted Fed payments system access, investors ditching private credit funds due to bad loan worries, and BIS defending its global rulemaking role against US criticism.

• Bitcoin and crypto stocks surge amid relief rally for risky assets — Financial Times -
• How to Choose a Financial Advisor — Wall Street Journal -
• Best Business Debt Consolidation Loans in March 2026 — Wall Street Journal -

• Fed grants Kraken access to payments system in first for crypto group — Financial Times -
• Charting inflation fears — Financial Times -
• Luigi Lovaglio set to be ousted as Monte dei Paschi chief — Financial Times -
• Private capital’s stress test — Financial Times -
• Investors ditch private credit funds on rising worries over bad loans — Financial Times -

A US congressional panel voted to subpoena Pam Bondi over Epstein files, the owner of a collapsed Brazilian bank was arrested, **Cushman & Wakefield faces a lawsuit over climate risk, and new Epstein files with famous names** continue to draw scrutiny.

• US congressional panel votes to subpoena Pam Bondi over Epstein files — Financial Times -
• Owner of collapsed Brazilian bank arrested for second time — Financial Times -
• Cushman & Wakefield sued over climate risk to worker retirement savings — Financial Times -

• The Famous Names in the Latest Release of Epstein Files — Wall Street Journal -
• Opinion | The Epstein ‘Transparency’ Travesty — Wall Street Journal -
• Three arrested in Police Federation corruption investigation — Financial Times -
• Citi’s security unit was meant to probe misconduct. Employees say it protected the bank instead — Financial Times -
• Millions face longer waits for payouts from £11bn UK motor finance redress scheme — Financial Times -
• Iceland freezes decade-long legal battle with Iceland — Financial Times -

Iranian TV projects a distorted view of the war, Gayle King signed a new deal with CBS News, All3Media and Banijay are set to merge, and a Paramount-Warner deal promises to shake up streaming, while DraftKings is using its sports-betting playbook in prediction markets.

• Iranian TV and Social Media Project Defiant and Distorted View of the War — The New York Times Business -
• Gayle King Signs New Deal With CBS News — Wall Street Journal -
• All3Media and Banijay, 2 Big Production Houses, to Merge — The New York Times Business -

• Paramount-Warner Deal Promises to Shake Up Streaming — The New York Times Business -
• Verizon Recently Weighed Pulling Back On NFL Sponsorship Deal — Wall Street Journal -
• ‘Not a happy place’: CNN staff fret about the future under David Ellison — Financial Times -
• Italy’s media industry is in upheaval — Financial Times -
• DraftKings Is Using Its Sports-Betting Playbook to Win Prediction Markets Race — Wall Street Journal -

The **McDonald’s-Burger King rivalry intensified over a viral video, Apple is using low prices in a memory-chip crunch, Vail Resorts reduced Epic Pass prices for Gen Z skiers, and some states are easing fire safety rules to cut housing costs**.

• The 13-Second Video That Supercharged the McDonald’s-Burger King Rivalry — Wall Street Journal -
• Apple Uses Low Prices to Attack Rivals During Memory-Chip Crunch — Wall Street Journal -
• To Cut Housing Costs, Some States Are Easing Fire Safety Rules — The New York Times Business -

• Fred VanVleet Was a Critic of the NBA Players’ Union. Now He’s Leading It. — The New York Times Business -
• Formula 1’s pivotal year — Financial Times -
• Can Reese’s have too many pieces? The line-extension conundrum — Financial Times -
• Here’s where New York’s top chefs eat after service — Financial Times -
• Vail Resorts Reduces the Price of Its Epic Pass for Gen Z Skiers — The New York Times Business -