3/16, 5:31 AM
Oil Holds Above $100, Stocks Mixed as Global Markets Look for Direction
U.S. stock futures suggested gains at Monday's open as traders weighed mixed signals heading into the third week of the Middle East conflict.
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Market News
Global economic updates, market sentiment, and financial headlines.
3/16, 5:40 AM
Worst Month Since 2022 Can Get Worse: 3-Minutes MLIV
Anna Edwards, Lizzy Burden, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:29 - Higher Gas Prices 00:01:24 - Central Banks Face Inflation Threat 00:02:23 - Iran War: Oil Price, Strait of Hormuz Closure -------- More on Bloomberg Television and Markets Like this video?
youtube.comRead Article →
3/16, 4:32 AM
MTN Posts Higher Earnings on Improved Key Markets
MTN Group reaffirmed its mid-term guidance but said the conflicts in the Middle East and Ukraine might affect its operating environment and forecast.
wsj.comRead Article →
3/16, 4:32 AM
MTN Posts Higher Earnings on Improved Key Markets
MTN Group reaffirmed its mid-term guidance but said the conflicts in the Middle East and Ukraine might affect its operating environment and forecast.
wsj.comRead Article →
3/16, 3:53 AM
Congress Stock Trading Ban: Prediction Market Bets Against Passage This Year
Punters are skeptical that a ban on congressional stock trading will be enacted this year, despite the ongoing conflict‑of‑interest debate.
benzinga.comRead Article →
3/16, 3:00 AM
U.S. Oil Benchmark Nudges $100 As Trump Demands Countries Send Warships To Police Strait Of Hormuz
The president did not name the countries he had spoken to, but said: “China, as an example, gets about 90% of its oil from the Hormuz Strait and it would be nice to have other countries police that with us.” Trump, however, declined to say if China had agreed to his proposal.
forbes.comRead Article →
3/16, 2:36 AM
Nasdaq Falls Over 200 Points Amid GDP Revision: Investor Sentiment Declines, Fear & Greed Index In 'Extreme Fear' Zone
The CNN Money Fear and Greed index showed an increase in the overall fear level, while the index remained in the “Extreme Fear” zone on Friday.
benzinga.comRead Article →
3/16, 2:27 AM
Bank of Japan Faces Familiar Dilemma as Iran Conflict Stirs Inflation
With the conflict in Iran rattling financial markets and oil prices, the Bank of Japan finds itself in a familiar dilemma, weighing a policy pause against the continued push for rate hikes.c
wsj.comRead Article →
3/16, 1:47 AM
The Rotation Trade Collapsed - Where To Hide Now?
The rotation trade into US cyclicals/value collapsed, partially driven by an unfolding private credit crisis. The rotation trade in global stocks collapsed with a rising USD and the spike in oil price, driven by the war in Iran.
seekingalpha.comRead Article →
3/16, 1:18 AM
The Uncomfortable Rerun: My COVID Supply Chain Playbook Closed In 2022 (Hormuz Just Reopened It)
The Hormuz closure is not an oil story—it is a four-act supply chain crisis, and the market has only priced Act One. COVID taught us that the best trades arrive in the lag: freight reprices first, then fertilizers, then food.
seekingalpha.comRead Article →
3/16, 1:04 AM
EU scrambles to curb energy costs as Iran war hits markets
European Union energy ministers will meet to weigh up options to curb energy costs on Monday, as officials draft emergency plans to temper the impact of surging oil and gas prices triggered by the Iran war.
reuters.comRead Article →
3/16, 12:12 AM
Iran conflict leading energy markets towards the "oh dear" moment: Kpler
Matt Smith of Kpler discusses the various alternative routes to the Straits of Hormuz, probability of the U.S. attacking Kharg Island and the impact of the IEA's coordinated SPR releases.
youtube.comRead Article →
3/15, 9:00 PM
Top Apollo Executive Sounds Off on ‘Arrogance' in Private Markets
“I literally think all the marks are wrong,” Apollo's John Zito said of private equity in previously unreported comments. Apollo said the comment was about software companies.
wsj.comRead Article →
3/15, 8:19 PM
JGBs Edge Higher on Growing Inflation Concerns
JGBs edged higher in yield terms in early Tokyo trade on growing inflation concerns driven by the Middle East conflict, which could prompt a faster pace of BOJ rate increases.
wsj.comRead Article →
3/15, 4:00 PM
S&P 500: An End In Sight (Technical Analysis)
The S&P 500 (SPY) remains under pressure, closing at fresh 2026 lows on Friday. New lows look likely next week, but with the daily 200 SMA now in view, another unsustained bounce could be setting up.
seekingalpha.comRead Article →
3/15, 2:22 PM
Wall Street Brunch: Is That It For Fed Rate Cuts?
The Fed is expected to hold rates steady amid surging oil prices and rising inflation expectations, with markets now pricing in minimal cuts for 2026. Updated Fed projections may reflect stagflation risks: higher inflation forecasts, softer GDP, and a modest uptick in unemployment through 2027.
seekingalpha.comRead Article →
3/15, 12:47 PM
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
benzinga.comRead Article →
3/15, 12:25 PM
Emergency stockpile oil coming soon to Iran-wracked markets, IEA says
More than 400 million barrels of oil from International Energy Agency emergency reserves will begin flowing soon, the agency said in its most detailed account of the rollout of the plan to combat a spike in crude prices since the start of the Iran war.
reuters.comRead Article →
3/15, 10:30 AM
Kevin Warsh Will Be Just Like Powell, Yellen, Bernanke, And
No one likes James Bond films and spy novels more than CIA and MI6 spies and functionaries. What better way to make the routinely pedestrian appear glamorous.
forbes.comRead Article →
3/15, 9:55 AM
A Massive Shift In The Fed's Rate Outlook May Be About To Hit Markets
Surging oil prices are driving inflation expectations higher, forcing markets to rapidly price out anticipated Fed rate cuts. Current futures suggest the market now expects at most one rate cut in 2026, aligning with the Fed's previous 3.4% projection.
seekingalpha.comRead Article →
3/15, 9:50 AM
The Private Credit Selloff: Rising Risk Of Bank Contagion
I see rising redemption pressure, weaker confidence in private loan values, and early signs that stress could spread to banks if the selloff continues. I see a bank contagion risk because markdowns on loans tied to private credit borrowers could reduce leverage and tighten funding across the system.
seekingalpha.comRead Article →
3/15, 8:55 AM
Iran holds the key to reopening global energy markets
When Saudi Aramco told its oil buyers in a letter this week that it had no clear idea which port it would use for April exports, it laid bare a new reality: Iran, not the United States, holds the key to reopening the global energy market.
reuters.comRead Article →
3/15, 8:41 AM
Global week ahead: Price pressure in the pipeline
The Federal Reserve, European Central Bank and Bank of England are set to make policy decisions in the coming days. Sovereign debt sell-off has spooked bond investors.
cnbc.comRead Article →
3/15, 7:30 AM
FOMC Preview: A Boring Day At The Fed
The upcoming FOMC meeting is expected to be uneventful, with rates likely unchanged and no major policy surprises anticipated. Current market optimism for future rate cuts is misplaced, given persistent inflation, surging energy prices, and geopolitical risks.
seekingalpha.comRead Article →
3/15, 7:30 AM
This Market Is One Energy Shock Away From Breaking
Geopolitical shocks, especially the Iran War, have triggered sharp capital rotations and exposed hidden market fragility beneath mega-cap tech outperformance. Energy, particularly U.S. natural gas exporters and infrastructure, stands out as a structural winner amid AI-driven power demand and global supply disruptions.
seekingalpha.comRead Article →
3/15, 4:49 AM
Market And Economic Implications From The War In Iran
Despite a 5% S&P 500 pullback, market action appears as healthy consolidation, not a signal of systemic distress. Sustained $100+ oil poses risks: higher inflation, delayed Fed rate cuts, and potential consumer retrenchment impacting economic growth.
seekingalpha.comRead Article →
3/15, 3:52 AM
Japan to release oil stocks as US says buy American
Japan plans to start releasing oil from its stockpiles on Monday to soften the shock from the U.S.-Israeli war on Iran, a stark reminder of the oil crisis half a century ago that prompted Tokyo to create reserves.
reuters.comRead Article →
3/15, 3:07 AM
The Week Ahead: Markets Watch Fed Signals, Energy Volatility and Inflation Data
Markets face a week dominated by the Fed meeting, inflation data and major earnings as investors assess energy volatility and the outlook for interest rates.
fxempire.comRead Article →
3/14, 11:05 PM
The 1-Minute Market Report, March 15, 2026
The 1-Minute Market Report, March 15, 2026
seekingalpha.comRead Article →
3/14, 9:54 AM
The financial sector is sending some spooky technical signals about the stock market
Broken trendlines and a looming ‘death cross' pattern bode badly for the financial sector, and therefore the rest of the stock market.
marketwatch.comRead Article →
3/14, 9:45 AM
Market Must Now Consider Troops On The Ground In Iran As The Base Case
The US-Iran conflict is escalating to new heights, with a real possibility of US boots on the ground as military deployments intensify near critical energy infrastructure. Strait of Hormuz disruptions significantly threaten global commodities, driving oil prices higher and fueling volatility; energy stocks have surged nearly 30% YTD.
seekingalpha.comRead Article →
3/14, 8:30 AM
These 4 cybersecurity stocks are Wall Street's favorite AI-proof plays
While the broader software sector stumbles, cybersecurity platforms are emerging as essential infrastructure needed to channel rising traffic from AI agents.
marketwatch.comRead Article →
3/14, 8:00 AM
Is the US Jobs Market Starting to Crack? Steven Rattner on Tariffs, AI and Stagflation
The latest jobs data is pointing to a softer US labor market, even as overall economic conditions have remained relatively solid. Steven Rattner of Willett Advisers unpacks what is driving that disconnect, why tariffs may be adding pressure on employers, how AI is already influencing hiring decisions, and why the combination of forces could create a challenge for the Fed and for investors.
youtube.comRead Article →
3/14, 8:00 AM
The Fast Incoming 'Silver Tsunami'
The U.S. faces a demographic 'Silver Tsunami,' with aging Baby Boomers set to release significant real estate and equity holdings into the market. This generational wealth transfer will increase housing inventory and exert downward pressure on home price appreciation over the coming years.
seekingalpha.comRead Article →
3/14, 8:00 AM
U.S. trading partners are pushing President Trump to stick to previously agreed tariff levels
Countries are pushing the president to stick to deals made last year, and some are bristling at U.S. allegations of unfair trade practices.
wsj.comRead Article →
3/14, 7:30 AM
It was unthinkable a couple of weeks ago, but could the next move by the Fed be a rate hike?
With fuel prices soaring since the start of the war with Iran, a question has surfaced that was almost unimaginable a few weeks ago: Could the next move by the Federal Reserve be an interest-rate hike?
marketwatch.comRead Article →
3/14, 7:00 AM
A court ruling throwing out a pair of criminal subpoenas was a vindication for Fed Chair Jerome Powell. But it shows that Fed independence now depends on judges.
The decision was good news for Jerome Powell, but it shows that Fed independence now depends on judges.
wsj.comRead Article →
3/14, 7:00 AM
Panic is slowly gripping the stock market. Expect the selling to pick up next week.
Options traders are signaling trouble, and systematic funds are expected to cut their exposure to U.S. stocks.
marketwatch.comRead Article →
3/14, 6:52 AM
The New Magic Formula For Investing
Greenblatt's 'magic formula'—combining Return on Capital and Earnings Yield—consistently outperformed the S&P 500 from 2017 to early 2026. Testing the formula on S&P 500 constituents, portfolios of 20–30 top-ranked stocks delivered 4–6% higher annual returns and superior Sharpe ratios versus the index. Quality (ROCE) alone outperformed value (Earnings Yield) alone, but their combination yielded the best risk-adjusted results.
seekingalpha.comRead Article →
3/14, 5:30 AM
A slew of data released Friday portrayed an economy showing cracks, from weaker household spending to cooler consumer sentiment and higher inflation. Oil prices could aggravate all three.
Consumer spending was slow and inflation was stubborn even before the attack on Iran sent oil prices soaring.
wsj.comRead Article →
3/14, 5:20 AM
Principal Well-Being Index: Firms Looking Through The Sticker Shock
Price pressures remain top of mind for many firms, fueling the desire to improve profitability through increased business efficiency. The willingness to invest in strategically critical imperatives is reshaping capital allocation decisions.
seekingalpha.comRead Article →
3/14, 4:45 AM
Market Brief: The AI Agent Wars - What Investors Need To Know
This market brief examines the rapidly escalating AI agent platform war between OpenAI, Perplexity, NVIDIA, and Chinese tech firms, with a side-by-side comparison of OpenClaw and Perplexity Computer for users evaluating their options. It also explores the investment implications across AI tokens, U.S. equities, and the broader liquidity environment shaped by private credit stress.
seekingalpha.comRead Article →
3/14, 4:35 AM
Small Cap Momentum Moderates
Small cap outperformance narrows as caution rises. U.S. inflation steady; energy poses near-term risk.
seekingalpha.comRead Article →
3/14, 4:25 AM
Weekly Commentary: At The Brink
In early Monday trading, 10-year Treasury yields were seven bps higher to 4.21%, though the more alarming moves were in the swaps market. The International Energy Agency has ordered the largest release of government oil reserves in its history to help calm the oil price shock triggered by the US-Israeli attacks on Iran.
seekingalpha.comRead Article →
3/14, 4:10 AM
Iran Conflict Triggers A Major Energy Shock
The coordinated U.S.-Israel strikes on Iran on February 28 and Iran's subsequent retaliation have pushed the region into its most volatile military confrontation in decades. Damage to energy infrastructure and rapidly filling storage tanks have forced several Gulf producers to curtail output.
seekingalpha.comRead Article →
3/14, 3:00 AM
Shopping Will Take a Hit From the Iran War. Retail Stocks Are Already Paying the Price.
American shoppers will still feel the pain from climbing global oil prices, beyond what they pay at the pump.
barrons.comRead Article →
3/14, 2:40 AM
Risks Rise For Insurers As War Pressures On Iran Mount
Insurers providing war cover in Persian Gulf countries face higher risks as the US and Israel continue their air campaign against Iran. While Iran has targeted US military infrastructure in Gulf Cooperation Council countries, it has also hit civilian property, including hotels, airports and energy facilities.
seekingalpha.comRead Article →
3/14, 2:00 AM
Innovation Vs. Uncertainty: Software Stocks Face A New Balancing Act
Software stocks are having their business models challenged by AI. Companies with specialized or niche software may be better protected.
seekingalpha.comRead Article →
3/13, 11:35 PM
Markets Weekly Outlook: The Financial Damage Of War
Discover our weekly market outlook, exploring themes and events that forged financial flows throughout the week. This week saw the commencement of large wartime impacts on volatility.
seekingalpha.comRead Article →