Briefing: Hizbollah’s war with Israel deepens its isolation in Lebanon
Strategic angle: Widespread opposition to conflict and mass displacement stoke sectarian tensions
Editorial Staff Mar 12
Markets
Latest Markets stories from Money.
Briefing: Supertankers rush to Red Sea port as Iran war chokes Gulf oil exports
Strategic angle: Saudi pipeline allows ships to avoid perilous Strait of Hormuz but they must now brave notorious hotspot for Houthi attacks
Editorial Staff Mar 12
Briefing: The AI-driven ‘kill chain’ transforming how the US wages war
Strategic angle: Systems from Palantir and Anthropic are helping to turn torrents of battlefield data into thousands of strikes
Editorial Staff Mar 12
Briefing: Investment fund questions valuations in Blue Owl’s private credit portfolio
Strategic angle: Glendon Capital Management raises concerns over inflated debt valuations compared to public securities.
Editorial Staff Mar 12
Briefing: Military briefing: the closest US-Israel war yet
Strategic angle: Not since the Suez Crisis has the IDF fought alongside an ally in a major military offensive
Editorial Staff Mar 12
Briefing: Partners Group sounds alarm on private credit default rates
Strategic angle: Chair of Swiss private capital group warns pace could double to above 5% in coming years
Editorial Staff Mar 12
Briefing: The shadow front in the war against Iran
Strategic angle: Iraq has been a battleground for Tehran and Washington’s interests since 2003. A murky conflict has broken out there again.
Editorial Staff Mar 12
Briefing: Which chokepoint wins in a game of geoeconomic Top Trumps?
Strategic angle: It depends on its damage to the target, potential for blowback and durability
Editorial Staff Mar 12
Briefing: Inside India newsletter: How the war in the Middle East is set to determine India's trade route to Europe
Strategic angle: As the U.S.-Israel war with Iran rages on, experts say that only one of India's two grand connectivity bets has a real future: IMEC.
Editorial Staff Mar 12
Briefing: A global food price shock looms as Middle East war rages on. Here's who will be hit hardest
Strategic angle: A widening Middle East conflict that disrupts trade through the Strait of Hormuz could ripple far beyond the energy markets, risking a spike in global food prices.
Editorial Staff Mar 12
Briefing: Plans for record emergency oil release signal Middle East war could drag on for months
Strategic angle: The degree to which the IEA acted is being interpreted that the conflict could continue for many weeks, said analysts.
Editorial Staff Mar 12
Dow futures sink more than 1,000 points, oil prices surge up to 30% as Iran conflict rages
MarketWatch reports on the significant market downturn amid escalating tensions in Iran.
Editorial Staff Mar 12
Briefing: Google sells partial stake in fiber business, becomes minority owner of new venture
Strategic angle: Google's GFiber unit is merging with Astound Broadband to create a new independent fiber provider.
Editorial Staff Mar 11
Briefing: US to draw down 172mn barrels of oil from SPR as part of global release
Strategic angle: 400mn barrels of crude made available as governments race to tackle energy shock
Editorial Staff Mar 11
Briefing: Jim Cramer says these 3 stock market themes could work if the oil shock eases
Strategic angle: Once the dust clears, the 'Mad Money' host said investors could look to AI data centers, memory chips, and discount retailers.
Editorial Staff Mar 11
Briefing: Atlassian slashes 10% of workforce to 'self-fund' investments in AI and enterprise sales
Strategic angle: Atlassian is cutting 10% of its workforce, approximately 1,600 jobs, to reallocate funds towards AI and enterprise sales.
Editorial Staff Mar 11
Briefing: Cliffwater caps payouts at credit fund as redemption requests surge
Strategic angle: Withdrawal requests hit 14% in the first quarter as investors grow skittish on private capital exposure.
Editorial Staff Mar 11
Briefing: Iran war: Trump says he'll tap Strategic Petroleum Reserve to cut energy costs
Strategic angle: The U.S. currently has 415 million barrels of oil in its strategic reserve, about 58% of the authorized capacity of 714 million barrels.
Editorial Staff Mar 11
Briefing: The memory stock cycle of boom-bust-repeat is over, executives say
Strategic angle: Shares of Micron have skyrocketed 370% over the past year, while Sandisk is up more than 1100%.
Editorial Staff Mar 11
Briefing: Trump will decide whether U.S. participates in IEA release of oil reserves, Interior Secretary says
Strategic angle: The IEA is a group of 32 advanced economies primarily in Europe, North America, and northeast Asia. The U.S. is a member of the organization.
Editorial Staff Mar 11