The escalating Iran War is causing the largest oil supply disruption in history, pushing **oil prices above $100, leading to significant stock market slumps and rising global inflation expectations, while Russia profits from surging oil revenue and US voters' patience is tested by petrol price increases**.

• US has burned through ‘years’ of munitions since start of Iran war — Financial Times -
• Oil pushes above $100 as Strait of Hormuz crisis intensifies — Financial Times -
• Opinion | Will Trump ‘Fight to Win’ in Iran? — Wall Street Journal -

• S&P 500 Slumps in Worst Day Since War Began — The New York Times Business -
• Opinion | Keeping Up With the Jones Act — Wall Street Journal -
• Opinion | Trump’s Energy Triumph — Wall Street Journal -
• Investors slash Fed rate-cut bets as Iran war sends petrol prices surging — Financial Times -
• Opinion | Iran War Will Lower Energy Prices — Wall Street Journal -
• Auto & Transport Roundup: Market Talk — Wall Street Journal -
• Energy & Utilities Roundup: Market Talk — Wall Street Journal -
• Oil pushes above $100 as Strait of Hormuz crisis intensifies — Financial Times -
• Iran’s new supreme leader vows to keep Strait of Hormuz closed — Financial Times -
• Why Does Oil Matter So Much to the Global Economy? — The New York Times Business -
• US intervention in oil futures would be ‘biblical disaster’, CME warns — Financial Times -
• Oil Markets Brace for Lasting Turmoil in the Gulf — Wall Street Journal -
• War With Iran Puts Further Strain on America’s Pessimistic Farmers — The New York Times Business -
• How the Iran war will change global business — Financial Times -
• Fallout From Iran War and Oil Shock Deliver Another Blow to World Economy — The New York Times Business -
• Opinion | The Reality of Sen. Markey’s Energy Mark Up — Wall Street Journal -
• War is Raging. Tankers Are Burning. Yet the Stock Market Isn’t Panicking—For Now. — Wall Street Journal -
• Airfares Have Doubled on Some Flights. The Sticker Shock for Spring Travel Is Upon Us. — Wall Street Journal -
• Russia rakes in $150mn a day in extra revenue from surging oil prices — Financial Times -
• ‘Sitting ducks’: oil tankers trapped in Gulf as Iran widens attacks on shipping — Financial Times -
• Iran War Causing Largest Ever Oil Disruption, I.E.A. Says — The New York Times Business -
• Energy Crisis Gives a Crew of Farming Microbes a Shot at Redemption — Wall Street Journal -
• Trump’s Iran war tests US voters’ patience as petrol prices rise — Financial Times -
• Trump’s choices are only pushing China and Russia closer together — Financial Times -
• How soaring petrol prices are testing US voters’ patience — Financial Times -
• Middle East War Is Causing Largest Oil Supply Disruption in History, IEA Says — Wall Street Journal -
• Stock Futures Decline While Oil Extends Rally — Wall Street Journal -
• Escalating Hormuz Crisis Raises Specter of Prolonged Closure — Wall Street Journal -
• Thanks for playing the Brent — Financial Times -
• Iran war causing largest disruption in history to oil supplies, says IEA — Financial Times -
• Why Oil Prices Surged Even After the Release of Strategic Reserves — The New York Times Business -
• Oil surges back past $100 as Iran disrupts shipping in Gulf — Financial Times -
• Brussels dusts off 2022 playbook in bid to tackle yet another energy crisis — Financial Times -
• Middle East energy shock revives interest in nuclear power — Financial Times -
• FirstFT: Oil back to $100 after new attacks in Gulf — Financial Times -
• Iran war risks higher household inflation expectations — Financial Times -
• Supertankers rush to Red Sea port as Iran war chokes Gulf oil exports — Financial Times -
• Trump’s Iran folly is handing Xi Jinping weapons in the trade war — Financial Times -
• Military briefing: the closest US-Israel war yet — Financial Times -
• The Iran war’s shadow front: Iraq — Financial Times -
• Which chokepoint wins in a game of geoeconomic Top Trumps? — Financial Times -
• Formidable US firepower fails to unseat Iran’s regime — Financial Times -
• Iran war threatens India’s ‘Goldilocks’ economy — Financial Times -
• Countries Scramble to Shore Up Global Oil Supplies as Ships Are Attacked — The New York Times Business -
• President Trump’s Head-Spinning Pivot on an Emergency Oil Release — Wall Street Journal -
• Pentagon Bars Photographers From Briefings on Iran War — The New York Times Business -
• Middle East war darkens outlook for UK house prices, survey says — Financial Times -

The Trump administration is utilizing disputed legal maneuvers to set policy and targeting major trading partners with new tariff investigations over forced labor, while banking regulators plan to ease capital requirements for big US banks, alongside delays in tariff refunds and a falling US trade deficit.

• With Disputed Legal Maneuver, Trump Tries to Set Policy Without Legislation — The New York Times Business -
• Fed to loosen capital requirements for big US banks — Financial Times -
• Trump to Target Forced Labor in Global Tariff Scheme — The New York Times Business -

• Banking Regulators Plan to Ease Some Capital Requirements — The New York Times Business -
• Trump Administration Suggests Tariff Refunds May Take Significant Time — The New York Times Business -
• Veteran US Democratic Congress member to seek 18th term at age of 85 — Financial Times -
• U.S. Trade Deficit Falls in January — The New York Times Business -
• What to Know About Airport Security Lines During the Partial Government Shutdown — The New York Times Business -
• Worthwhile American initiative (on bank regulation) — Financial Times -
• America risks financial credibility with payments deficit obsession — Financial Times -
• Trump Targets Major Trading Partners With New Investigation — The New York Times Business -
• Costco Sued by Customer Over Tariff Refund — Wall Street Journal -

A diverse corporate landscape shows Qantas settling a large class action and Sesame Street producers suing SeaWorld over royalties, Adobe's CEO departing as AI boosts sales, BuzzFeed issuing a going concern warning, Ulta Beauty expecting slower growth, and Lennar facing falling sales in a tough housing market, alongside major acquisition talks for Caesars and Papa John's.

• Qantas to Pay About $74 Million to Settle Class Action Over Covid-Era Flight Credits — Wall Street Journal -
• ‘Sesame Street’ Producer Sues SeaWorld Parent Over Unpaid Royalties — Wall Street Journal -
• Ulta Beauty Expects Growth to Slow This Fiscal Year as Consumers Focus on Value — Wall Street Journal -

• Opinion | Exxon Joins the Texas Corporate Migrants — Wall Street Journal -
• Adobe CEO to Depart as AI Boosts Sales — Wall Street Journal -
• BuzzFeed Issues Going Concern Warning, Lacks Liquidity For Coming Year — Wall Street Journal -
• Lennar First-Quarter Sales Fall as Tough Housing Market Persists — Wall Street Journal -
• Universal Will Give Movies Longer Exclusive Runs in Theaters — The New York Times Business -
• Dollar General Shares Sink as Outlook Calls for Growth to Slow — Wall Street Journal -
• Lululemon Founder Escalates Board Critique Amid Ongoing CEO Search — Wall Street Journal -
• Leonardo Targets Higher Revenue, Earnings as Defense Order Boom Continues — Wall Street Journal -
• Italian Insurer Generali Posts Rise in Profit — Wall Street Journal -
• RWE Plans $20 Billion Expansion in U.S. to Meet Data Center Demand — Wall Street Journal -
• Oracle Allocates Extra $500 Million to Cover Restructuring Costs — Wall Street Journal -
• Dick’s Sporting Goods Reports Higher Comparable Sales — Wall Street Journal -
• Zalando Shares Jump After Share Buyback, Levi’s Deal — 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 -

The automotive sector is seeing Lucid launch new models and a robotaxi service, Tesla obtaining a license to supply electricity in Britain and planning fully driverless cybercabs, though Honda expects a significant loss due to EV strategy reassessment, and China's auto sales are dropping amid cooling demand.

• Lucid to Launch 3 New Models, Robotaxi Amid Midsize-Vehicle Expansion — Wall Street Journal -
• Elon Musk’s Tesla Obtains License to Supply Electricity in Britain — Wall Street Journal -
• Honda Expects Up to $15.7 Billion Hit From EV Strategy Reassessment — Wall Street Journal -

• Tesla’s Grand Plan for the Future Is a Car With No Steering Wheel — Wall Street Journal -
• China’s Auto Sales Drop as Demand Cools — Wall Street Journal -
• Honda slumps to first annual loss since going public in the 1950s — Financial Times -
• BMW Expects Tariffs, Costs to Drag Earnings Lower — Wall Street Journal -
• Daimler Truck Adjusted Earnings, Revenue Slide on Declines in Key Markets — Wall Street Journal -
• Opinion | It Isn’t the Seat Belt’s Fault if You Don’t Use It — Wall Street Journal -
• Uber, Nissan, Wayve Team Up to Offer Robotaxi Services in Tokyo — Wall Street Journal -

The AI platform wars feature an uncomfortable truce, universities grapple with AI cheating questions, Oracle allocates funds for restructuring due to AI efficiencies, and China invests in humanoid robot training labs, while the role of 'forward deployed engineers' is surging and tech stocks are seen as a safe haven.

• An uncomfortable truce in the AI platform wars — Financial Times -
• The AI cheating question dividing universities — Financial Times -
• Coding After Coders: The End of Computer Programming as We Know It — The New York Times Business -

• Nscale’s borrowed credibility — Financial Times -
• The Hottest Job in Tech Isn’t Very Glamorous — Wall Street Journal -
• The AI-driven ‘kill chain’ transforming how the US wages war — Financial Times -
• Is AI (finally) making us more productive? With John Burn-Murdoch and Sarah O’Connor — Financial Times -
• Hold on — tech stocks are a safe haven now? — Financial Times -
• Inside the labs training China’s humanoid robots — Financial Times -

Rising US mortgage rates undercut housing affordability, soaring health insurance costs impact CFOs, and a third of Americans cut spending or borrow for healthcare, while the jewelry industry takes a wild ride with surging gold and silver prices, and private credit markets face questions over loan valuations.

• U.S. Mortgage Rates Rise, Undercutting Housing Affordability Push — The New York Times Business -
• The Jewelry Industry Is Taking a Wild Ride as Gold and Silver Prices Soar — The New York Times Business -
• A Third of Americans Have Cut Spending or Borrowed Money for Health Care — The New York Times Business -

• Karen Petrou, the Blind Banking Analyst Who Saw the Future of Finance, Dies at 72 — Wall Street Journal -
• Private Equity’s Private Credit Problem — The New York Times Business -
• As Health Insurance Costs Soar CFOs Seek Ways to Dull the Pain — Wall Street Journal -
• Hong Kong arrests hedge fund and brokerage staff in $300mn insider trading probe — Financial Times -
• China’s forgotten consumers — Financial Times -
• Private credit gets a shoulder tap — Financial Times -
• Investment fund questions valuations in Blue Owl’s private credit portfolio — Financial Times -
• How to Afford Housing in London: Multiple Roommates, No Living Room — The New York Times Business -

China focuses on employment-friendly growth, **South Korea approves a $350bn US investment package, EU nations push for a single markets watchdog, and Taiwan faces challenges with PC price hikes**, showcasing a complex global economic and geopolitical environment.

• China targets more ‘employment-friendly’ growth — Financial Times -
• PC price hikes and a test for Taiwan — Financial Times -
• South Korea approves $350bn US investment package — Financial Times -

• EU’s six biggest economies push for single markets watchdog — Financial Times -
• Coca-Cola plants and Emirati ports: doing business in a breakaway state — Financial Times -

High housing prices in London are driving unique living arrangements, the Noma restaurant faces protests over past abuse allegations, the global art market shows signs of recovery, and 'bakery tourism' is emerging in luxury hotels, reflecting evolving social and cultural phenomena.

• UK government under fire over ‘bungled’ crypto Isas policy — Financial Times -
• Noma Could Have Changed So Much More Than Food — The New York Times Business -
• British politicians have the wrong kind of money on the brain — Financial Times -

• Pressure grows on Starmer over Mandelson due diligence — Financial Times -
• The best exhibitions to see in London this weekend — Financial Times -
• How Paris beat the car — Financial Times -
• Forget Influencers. Welcome to the World of the ‘Alternatively Influential.’ — Wall Street Journal -
• Starmer is more at home in foreign policy — Financial Times -
• BBC faces real-terms funding freeze for World Service — Financial Times -
• A Call for Reporting Tips Rankles Pentagon Officials — The New York Times Business -
• Water takeovers to be referred to UK government for national security screening — Financial Times -
• Top-End Auction Sales Help Pull Global Art Market Out of Slump, Study Says — The New York Times Business -
• Rise of the five-star jammy dodger as top hotels embrace ‘bakery tourism’ — Financial Times -
• Noma Faces Los Angeles Protest Over Allegations of Past Abuse by Its Founder — The New York Times Business -
• MPs to examine fairness of student loans system — Financial Times -