Money

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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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

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

Money

Briefing: Investors demand steep concessions in Salesforce’s $25bn bond deal

Strategic angle: Software group sold debt at significant premium in borrowing costs in sign of Wall Street jitters over AI disruption

Editorial Staff Mar 11