Global energy markets are in turmoil as the Iran war escalates, triggering the largest-ever coordinated oil release by the IEA and sending gasoline prices soaring worldwide, while Trump's administration grapples with a volatile oil policy and the economic consequences of the conflict are felt from Asian stocks to European gas prices.

• President Trump’s Head-Spinning Pivot on an Emergency Oil Release — Wall Street Journal -
• Countries Scramble to Shore Up Global Oil Supplies as Ships Are Attacked — The New York Times Business -
• World Leaders Will Release 400 Million Barrels of Oil to Stabilize Prices — The New York Times Business -

• Trump’s Iran war pushes petrol past $3.50 in test of US voter patience — Financial Times -
• Opinion | America’s Strategic Oil Exports — Wall Street Journal -
• IEA Will Launch Largest-Ever Oil Release From Global Strategic Reserves — Wall Street Journal -
• Auto & Transport Roundup: Market Talk — Wall Street Journal -
• IEA releases record oil reserves to counter Iran war energy shock — Financial Times -
• U.S. Gas Prices Jump for 11th Straight Day, and Oil Pushes Higher — The New York Times Business -
• Oil prices edge higher against backdrop of historic reserves release — Financial Times -
• U.S. Natural Gas Gains With Middle East Conflict in View — Wall Street Journal -
• Plans to raise UK fuel duty ‘under review’ as Middle East crisis drags on — Financial Times -
• U.S. Plan to Unblock Strait of Hormuz Collides With Realities of Global Insurance — Wall Street Journal -
• U.S. Inflation Stayed Subdued Before Onset of Iran War — The New York Times Business -
• Consumer prices stayed subdued in February. — The New York Times Business -
• Will the Iran war derail the global economy? You asked, we answered — Financial Times -
• At Least 3 Ships Are Struck Around Strait of Hormuz, and Iran Claims One — The New York Times Business -
• In LA’s ‘Tehrangeles’, Trump’s war is popular — Financial Times -
• Opinion | The Low Cost of High Gasoline Prices — Wall Street Journal -
• War in the Middle East: what’s the end game? — Financial Times -
• How the Iran War Could Hit Americans’ Wallets — The New York Times Business -
• Goldman executive says private markets clients ‘glad’ about Iran war ‘distraction’ — Financial Times -
• U.S. Crude Oil Stockpiles Rise for Third Straight Week — Wall Street Journal -
• The Economic Winners and Losers of the Iran War — Wall Street Journal -
• EU weighs lifting Russia sanctions against oil trader Niels Troost — Financial Times -
• Iran official says new supreme leader is ‘fine’ despite absence from view — Financial Times -
• Europe explores capping natural gas prices — Financial Times -
• February US CPI data suggests firmer PCE inflation ahead — Financial Times -
• Keir Starmer accuses Kemi Badenoch of U-turn on Iran war — Financial Times -
• OPEC Holds Oil-Demand Forecast Steady While Gulf Disruption Chokes Flows — Wall Street Journal -
• Japan to ‘act first’ to release oil reserves over Iran war fears — Financial Times -
• Consumer prices stayed subdued in February. — The New York Times Business -
• US inflation holds steady at 2.4% in February — Financial Times -
• Oil fears hit Asian stocks harder than profits — Financial Times -
• Since February, rising gas prices have added to inflation. — The New York Times Business -
• What the Iran war will mean for emerging market economies — Financial Times -
• Cathay Pacific Profit Rises, Expects Capacity Growth Despite Geopolitical Headwinds — Wall Street Journal -
• Hedge fund Caxton loses more than $600mn in Iran war fallout — Financial Times -
• Gulf food supplies rerouted as Iran threats hit Hormuz shipping — Financial Times -
• Return to Russian Fossil Fuels Would Be Strategic Blunder, EU’s Von Der Leyen Says — Wall Street Journal -
• US airlines face $11bn fuel hit from Iran conflict — Financial Times -
• Embarrassing Iran U-turn for the right, but Starmer’s problem is worse — Financial Times -
• Europe’s New Energy Crisis Will Mean a Bull Market in Renewables — Wall Street Journal -
• IEA preparing record release of oil reserves — Financial Times -
• Trump Directs Iran War Keeping Markets Top of Mind — The New York Times Business -
• Countries in Asia Try to Contain the Economic Fallout of the Mideast Conflict — The New York Times Business -
• India relaxes rules on Chinese investment — Financial Times -
• Feast to Famine in the Oil Market — Wall Street Journal -
• Top EU officials clash over Iran war as bloc divisions widen — Financial Times -
• How the war in Iran changes our scenarios — Financial Times -
• Middle East war costs regional tourism industry $600mn a day — Financial Times -
• Lloyd’s of London says it will still insure ‘basically anyone’ in the Gulf — Financial Times -
• Gulf disruption chokes sulphur flows supporting swaths of global industry — Financial Times -
• The economic consequences of war with Iran — Financial Times -
• Lasers, radars and drones: Middle East war spurs hunt for cheaper air defence — Financial Times -
• Iranians rethink the price of regime change — Financial Times -
• Corporate America grapples with huge oil price swings — Financial Times -
• How Trump and His Advisers Miscalculated Iran’s Response to War — The New York Times Business -
• Iran war lifts K-defence company offering cheap Patriot rival — Financial Times -
• Oil-poor Asian countries push 4-day weeks and car pooling — Financial Times -
• Iran’s Control of Hormuz Means It’s Exporting More Oil Today Than Before the War — Wall Street Journal -
• Trump Says the Iran War Is Nearly Won but Israel Has Other Ideas — Wall Street Journal -
• Trump says India’s Reliance will back first new US oil refinery in 50 years — Financial Times -
• Trump administration’s mixed messaging sparks wild swings in oil markets — Financial Times -
• Net zero will cost less than fossil fuel price rise, UK climate adviser says — Financial Times -

The tech sector is abuzz with AI advancements, from Oracle's AI-driven layoffs to Nvidia's strategic investments and Amazon's legal victory in the AI shopping wars, even as UiPath anticipates slower growth and studies reveal AI's intensification of workloads.

• Oracle prepares for lay-offs as it hails efficiencies from AI coding tools — Financial Times -
• UiPath Guides for Slower Full-Year Revenue Growth — Wall Street Journal -
• Amazon’s Win Against Perplexity Kicks AI Shopping Wars Into High Gear — Wall Street Journal -

• Tech, Media & Telecom Roundup: Market Talk — Wall Street Journal -
• Investors demand steep concessions in Salesforce’s $25bn bond deal — Financial Times -
• Rivian CEO’s AI-Powered Robotics Startup Raises $500 Million — Wall Street Journal -
• AI Isn’t Lightening Workloads. It’s Making Them More Intense. — Wall Street Journal -
• Nvidia strikes $2bn deal with AI cloud provider Nebius — Financial Times -
• Microsoft Takes a Stand Against the Trump Administration in Anthropic Fight — The New York Times Business -
• FirstFT: Companies rush to sell debt as war fears ease — Financial Times -
• Oracle Shares Jump as AI Demand Outpaces Supply — Wall Street Journal -
• Nvidia Invests in Mira Murati’s Thinking Machines Lab — Wall Street Journal -
• The Billion-Dollar AI Startup That Was Founded by Teenagers — Wall Street Journal -
• Enabling autonomy and creativity in the age of AI — Financial Times -
• Good pay and prospects enhance tech sector’s pulling power — Financial Times -

President Trump's administration is launching new trade probes against the EU and other major partners, signaling potential fresh tariffs and impacting companies like Algoma Steel with tariff costs, all while Trump's foreign policy on Iran and Venezuela highlights the limits of US sanctions.

• US launches new trade probes into a series of countries and the EU — Financial Times -
• Trump Targets Major Trading Partners With New Investigation — The New York Times Business -
• Algoma Steel Fourth-Quarter Loss Widens With Tariff Costs — Wall Street Journal -

• Intel shareholder claims board gave US an equity stake to avoid Trump’s social media attacks — Financial Times -
• Trump’s revolutionary sense of time is changing politics — Financial Times -
• Trump’s Actions in Iran and Venezuela Show Limits of U.S. Sanctions — The New York Times Business -
• A Trump-Xi Summit Nears, but China Doesn’t Know What Trump Wants — The New York Times Business -

The financial sector is witnessing significant **M&A activity, including Tilman Fertitta's bid for Caesars and takeover interest in Papa John's, amidst concerns over private credit quality as Cliffwater caps payouts and JPMorgan marks down loan portfolios, with Wall Street also battling crypto companies over the future of money**.

• Cliffwater caps payouts at credit fund as redemption requests surge — Financial Times -
• Blackstone readies £250mn Canary Wharf office sale — Financial Times -
• Best Business Debt Consolidation Loans in March 2026 — Wall Street Journal -

• Tilman Fertitta in Talks to Buy Caesars for $7 Billion After Topping Bid From Icahn — Wall Street Journal -
• Papa John’s Draws Fresh Takeover Interest From Qatari-Backed Fund — Wall Street Journal -
• JPMorgan marking down loan portfolios of private credit groups — Financial Times -
• The lucrative private equity pay scheme under challenge — Financial Times -
• CVC Capital Partners Shares Slip as Performance-Related Earnings Guidance Disappoints — Wall Street Journal -
• Janus Henderson Rejects Victory Capital Takeover Proposal, Backs Trian Deal — Wall Street Journal -
• Cintas to Buy Uniform Supplier UniFirst in $5.5 Billion Deal — Wall Street Journal -
• Monte Paschi Reaches Deal on Terms of Mediobanca Merger — Wall Street Journal -
• Does private credit have a credit quality problem? — Financial Times -
• The UK lender that spun the titans of finance — Financial Times -
• How lenders missed red flags on MFS’s ‘refinancing merry-go-round’ — Financial Times -
• How can I get my money out of a third-party account? — Financial Times -
• Wall Street and crypto battle over the future of money — Financial Times -

European and UK domestic politics are seeing legislative challenges like Mexico's rejection of electoral reform and debates over UK fuel duty, while Mandelson's ambassadorial appointment faces scrutiny, and UK mortgage markets experience deal withdrawals and a rise in average rates.

• Mexico’s congress rejects Sheinbaum’s electoral reform proposal — Financial Times -
• Mandelson papers: what do they show? — Financial Times -
• Europe needs to stop bickering to compete with China — Financial Times -

• Mandelson’s appointment as ambassador was ‘weirdly rushed’, Starmer aide warned — Financial Times -
• As it happened: Mandelson appointment ‘weirdly rushed’, top Starmer aide warned — Financial Times -
• Farage forgets which country he aims to govern — Financial Times -
• Nearly 500 mortgage deals withdrawn by UK lenders in two days — Financial Times -
• Bundesbank scraps planned return to its historic headquarters — Financial Times -
• EU threatens to cut Venice Biennale’s funding over Russia — Financial Times -
• Shabana Mahmood bans ‘uniquely contentious’ Al Quds Day march — Financial Times -
• Big rise in UK employers losing migrant worker licences after Home Office crackdown — Financial Times -
• Kremlin backs covert campaign to keep Orbán in power — Financial Times -
• People on controversial UK student loan plan each owe over £40,000 on average — Financial Times -
• UK employers brace for workers’ rights reforms — Financial Times -
• UK government does not know what it spends on consultants, say MPs — Financial Times -

Across various industries, companies are reporting mixed performances, from Petco's potential return to sales growth and Lego's record sales to Campbell's outlook cut and Porsche's expected earnings hit, while Amazon secures a win against an AI bot, and protests target Noma over abuse allegations.

• Noma Faces Los Angeles Protest Over Allegations of Past Abuse by Its Chef — The New York Times Business -
• Petco Says It Could Return to Sales Growth — Wall Street Journal -
• Basic Materials Roundup: Market Talk — Wall Street Journal -

• Target Shopper Boycott Over DEI Changes Is Winding Down — Wall Street Journal -
• Nasdaq finds SpaceX’s gravitational pull hard to resist — Financial Times -
• Turbulence tests South Korea’s stock market revival — Financial Times -
• Investors Will Decide If Angus the Cow Lives or Dies — Wall Street Journal -
• What Entertainment Might Look Like in 20 Years — Wall Street Journal -
• McDonald’s Preps New Discounts to Feed Budget-Minded Diners for $3 or Less — Wall Street Journal -
• Opinion | It Isn’t the Seat Belt’s Fault if You Don’t Use It — Wall Street Journal -
• What’s Better Than One Top Oscar Nominee? How About Two? — The New York Times Business -
• Activist Starboard Pushes for Change at CarMax — Wall Street Journal -
• Met will call for new laws unless tech groups do more to combat phone theft — Financial Times -
• Lufthansa Says More Than Half of Flights Will Run Thursday, Friday, Despite Planned Strike — Wall Street Journal -
• Rheinmetall Expects Sales Surge as Europe Rearms, Anti-Drone Demand Grows — Wall Street Journal -
• China and Russia are capturing the global space sector — Financial Times -
• Campbell’s Cuts Outlook as Snack Sales Fall — Wall Street Journal -
• Inflation and interest rates tracker: see how your country compares — Financial Times -
• Rheinmetall investors to get bumper dividend from booming arms sales — Financial Times -
• Investors seek shelter from Iran war in US tech stocks — Financial Times -
• What do China’s new green targets really mean? — Financial Times -
• Can America’s Mineral Wealth Be Unlocked Without Smelters? — Wall Street Journal -
• In the studio with Nigo – Japan’s premier polymath — Financial Times -
• Big Warehouses Are Back in Demand — Wall Street Journal -
• Legal & General Shares Sell Off After Mixed Results — Wall Street Journal -
• Zara Parent Inditex Posts Fresh Sales Uptick Despite Middle East Conflict — Wall Street Journal -
• Porsche Expects Further Earnings Hit as Turnaround Continues — Wall Street Journal -
• Henkel Expects Growth Despite Geopolitical Challenges, Weakening Consumer Sentiment — Wall Street Journal -
• Harmony Gold Doubles Interim Dividend as Gold Prices Drive Earnings Higher — Wall Street Journal -
• Renault to Refresh Car Lineup in International Push — Wall Street Journal -
• Boeing Says Wiring Flaws Will Slow Some 737 MAX Deliveries — Wall Street Journal -
• Lego Sales Outpace Global Toy Market to Hit New Record — Wall Street Journal -
• Volkswagen Expects Margins to Improve Despite Another Challenging Year — Wall Street Journal -
• Best Employers: UK — Financial Times -
• Karen Petrou, Influential Fiscal Policy Analyst and Critic, Dies at 72 — The New York Times Business -
• Impala, London’s hottest new restaurant: an exclusive first look — Financial Times -
• Cambridge university comes first in employer ranking — Financial Times -
• UK consulting firms draw recruits with Ōura rings and promise of upward mobility — Financial Times -

The Justice Department is actively investigating Iran's alleged use of Binance to evade sanctions, specifically scrutinizing money flows to terror groups, underscoring the growing challenges in digital asset oversight and international financial security.

• Justice Department Probes Iran’s Use of Binance to Evade Sanctions — Wall Street Journal -

In public health, pediatricians nationwide are navigating a sea of misinformation when discussing vaccines with parents, striving to support children's health amidst widespread mistrust and confusion.

• In Talking to Parents About Vaccines, Pediatricians Navigate a Sea of Misinformation — The New York Times Business -