Tag:
usa iran war
Stocks
Every Gulf Market Crashed. The Tadawul Fought Back. Here’s Why Aramco Made the Difference.
The Tadawul lost 12% in the first week of the Iran war and recovered it all. Dubai is down 17%. Aramco and an oil pipeline nobody watched made the difference.
Economy
Iran Just Knocked Out 17 Percent of Qatar’s LNG Capacity. Repairs Will Take Up to Five Years.
Iran struck Ras Laffan and knocked out 17% of Qatar's LNG capacity for 3-5 years. The $20B annual revenue loss has no substitute. Global LNG has zero slack.
Europe
The Paper Market Says $103. The Physical Market Stopped Agreeing Two Weeks Ago.
Brent at $103. WTI at $96. Physical Dubai crude is trading $38 above its paper price. One tanker crossed Hormuz on Monday. The pre-war average was 24 per day.
Economy
US CPI Holds at 2.4% in February as Oil Shock Rewrites the Inflation Outlook
US CPI held at 2.4% in February 2026, in line with forecasts. But the clean data precedes an oil shock from the Iran war that analysts warn will reshape the March and April readings and the Fed's rate path.
Stocks
Oil at $80, Hormuz Shut, and the Only Currency That Doesn’t Care Is the One That Started It.
The US launched the strikes. The dollar is the biggest winner. EUR/USD pierced 1.16, USD/JPY hit 158, and the SNB is talking negative rates. The 2022 playbook.
Economy
TotalEnergies Just Hit a Record. Europe’s Defense Rally Faded by Lunch.
TotalEnergies hits a 52-week high at €73 as Brent surges 8 percent on Iran war, while European defense stocks rally on €800 billion ReArm Europe spending and 260 percent gains since 2022.
Crypto
Bitcoin Falls Toward $65,000 as Monday’s Open Turns Into a Stress Test Nobody Asked For
Bitcoin slips below $66,000 as Iran's drone strike on Aramco sends oil up 7%, gold past $5,400, and $515 million in crypto liquidations pile onto a market already down 47% from peak.
Economy
US and Israel Launch Joint Strikes on Iran as Trump Declares ‘Major Combat Operations’
US and Israel launch Operation Epic Fury on Iran as Trump declares major combat operations. Tehran retaliates across the Gulf. Strait of Hormuz now a war zone.
