
Jim Mellon, executive chairman of Agronomics, told CNBC that the looming U.S. government debt burden poses a greater threat to markets than the recent surge in oil prices caused by the Iran conflict. He described the energy shock as “bad, but not disastrous,” and urged investors to seek opportunities that arise during crises. Mellon also explained his decision to stay away from U.S. equities, citing stretched valuations and the risk of a debt‑driven market crunch. The interview underscores a shift in focus from commodity volatility to fiscal risk.

Oil markets surged as Brent crude briefly topped $100 a barrel after three cargo vessels were struck in the Gulf, pushing prices up more than 9% before settling near $97.90. The attacks heightened concerns over shipping security in the Strait...

Jim Mellon, executive chairman of Agronomics, told CNBC he is bullish on the United Kingdom because its equity market is heavily weighted toward energy companies. He argues that soaring oil and gas prices are kicking off a global commodities super‑cycle...

A geo‑economics expert warns that middle powers such as Japan must prepare for an extended period of disorder in global trade and diplomatic relations. The commentary highlights persistent supply‑chain shocks, shifting alliances, and protectionist trends that could limit growth. It...

Bruegel’s Ben McWilliams warned that oil and gas flowing through the Strait of Hormuz cannot be readily replaced, underscoring the chokepoint’s strategic importance. The International Energy Agency’s historic release of strategic reserves aims to cushion markets, but Bruegel cautions that...

Chinese officials concluded a week‑long session of the National People’s Congress, outlining the political and economic agenda for the next five years. The plan prioritises high‑tech self‑sufficiency, fiscal prudence, and social stability while signaling a more assertive foreign policy stance....

McKinsey Global Institute’s new report finds global wealth has surged to $600 trillion, outpacing world GDP and fueled largely by debt accumulation and paper‑based asset gains rather than productivity. The institute hosted a virtual panel, featuring former Fed New York President Bill...

Oil prices surged past $100 a barrel as the Middle East conflict intensified, prompting global equity markets to tumble. The spike reignited inflation worries, leading central banks worldwide to raise borrowing costs. Despite the price rally, the International Energy Agency...

On March 11, Iranian military forces launched an attack on a Thai‑flagged bulk carrier transiting the Strait of Hormuz. The strike underscores Tehran’s willingness to target commercial shipping amid heightened regional tensions. In the same statement, Iran warned that if...

Oil prices surged on March 11 despite the U.S. Strategic Petroleum Reserve (SPR) release, as escalating geopolitical tensions and strikes in the Strait of Hormuz amplified supply‑chain concerns. Reports indicated mines in Hormuz and officials moving to safe locations, underscoring...

Iran’s military spokesperson warned that a regional war could push crude oil to $200 a barrel, citing recent hostilities. The statement followed an Iranian attack on a Thai‑flagged bulk carrier transiting the Strait of Hormuz. The warning underscores Tehran’s leverage...

On March 12, 2026, the United States announced a formal trade probe into several of its major trading partners, signaling a potential shift in tariff policy. Simultaneously, escalating geopolitical tensions with Iran have tightened global energy markets, pushing crude oil...

On March 11, 2026, three merchant vessels were struck in the Strait of Hormuz and the Persian Gulf, including a fire‑engulfed ship that forced the crew to abandon and left three mariners missing. All three incidents were linked to unmanned...

John Bolton, former U.S. national security adviser, warned that the ongoing U.S.-Israel military operation against Iran is being pursued without a solid political foundation or a clear case presented to Congress and allies. He argued that President Trump failed to...

The draft military investigation concludes that a U.S. missile struck an Iranian school, mistakenly identified as a military target, with Israel reportedly involved in the target‑selection process. The report, still classified, marks the first official acknowledgment that the United...

Global markets turned cautious as fresh Iranian attacks in the Strait of Hormuz sent oil prices sharply higher and prompted the IEA to authorize a historic 400 million-barrel release from strategic reserves. U.S. equities were choppy: chips and AI winners...

The video explains that tariff refunds are paid to the importer of record, not the consumer who actually paid the higher price at the checkout. It argues that the legal framework treats the importer as the sole party entitled to...

The short FT video examines how financial markets have been interpreting President Donald Trump’s rhetoric surrounding the escalating tensions with Iran. Rather than reacting to on‑the‑ground developments, traders have been pricing in Trump’s personal desire to see the conflict concluded,...

U.S. forces say they destroyed 16 Iranian vessels near the Strait of Hormuz as Washington moves to keep the crucial shipping lane open, prompting short-term spikes in oil prices and market volatility. Commentators on the program framed the operation as...

Michael Clarke’s day‑12 briefing frames the Middle‑East clash as an increasingly asymmetric war, where Iran exploits geographic and tactical advantages against the superior firepower of the United States and Israel. Over the past 24 hours strikes have rippled across the region...

The World with Dominic Waghorn reported that the United States has authorized the largest-ever drawdown from its strategic petroleum reserve, a move designed to blunt a sharp rise in gasoline prices and avert a broader energy crisis. The release follows a...

The video features former President Donald Trump asserting that the International Energy Agency has agreed to release a record 400 million barrels of oil from strategic reserves, a move he says will drive down global prices. He frames the release as...

The video reports that the Strait of Hormuz, a vital oil conduit, has turned into an active combat zone after a Thai‑flagged vessel was struck, prompting immediate concerns for global energy markets. Iran’s Revolutionary Guard claimed responsibility for the attack, and...

The International Energy Agency announced that its 32 member nations will collectively unlock a record 400 million barrels of crude from strategic reserves to blunt the price surge triggered by the Iran‑related conflict in the Strait of Hormuz. Germany, Japan and...

The video warns that Iran has moved from stockpiling roughly 6,000 naval mines to actively laying them in the Strait of Hormuz, a chokepoint that handles about 15 million barrels of crude daily. Reports cited by CNN and U.S. Navy...

Investors are fleeing to dollar‑denominated assets as the war with Iran escalates. The surge follows a turbulent year for the greenback, during which its safe‑haven status has been hotly debated. Analysts, including Atlantic Council’s Lize de Kruijf, warn that coordinated “Sell...

The video addresses how investors can protect their wealth amid heightened market volatility driven by geopolitical tensions and slowing U.S. growth. Financial advisors stress the importance of revisiting the time horizon for each goal and matching asset allocations accordingly, rather...

DW News reports that the U.S. and Israel’s war on Iran has effectively shut the Strait of Hormuz, a vital chokepoint through which roughly one‑fifth of the world’s oil passes, sending crude prices sharply higher. U.S. forces have struck more than...

The France 24 debate focused on the rapidly expanding conflict that began with Israel and the United States targeting Iran’s leadership, now spilling into the Strait of Hormuz and jeopardizing the flow of roughly one‑fifth of the world’s petroleum. U.S....

The International Energy Agency announced an unprecedented 400 million‑barrel emergency stockpile release – the largest ever – as the Gulf conflict threatens oil flows through the Strait of Hormuz. The move follows historic releases during the Gulf War, Hurricane Katrina, the 2011...

In a live address, former President Donald Trump warned that the United States could cut off trade with Spain, accusing the European nation of failing to cooperate on the Iran conflict. He singled out Spain’s leadership as “not so good”...

The Philippine Chamber of Commerce and Industry (PCCI) urged President Marcos to be granted emergency powers to stabilize oil prices, arguing that the economic fallout from fuel hikes far exceeds the ₱136 billion loss from suspending excise taxes. The chamber...

The video reports a rapid escalation of Iran’s missile and drone campaign across the Gulf, culminating in two unmanned aircraft crashing near Dubai International Airport and prompting multinational banks to shutter or evacuate regional offices. The security shockwave forced Citi,...

The McKinsey Global Institute report highlights a sharp rise in billion‑dollar foreign direct investment megadeals targeting future‑shaping sectors such as semiconductors, renewable energy, AI, and advanced manufacturing. These deals are increasingly concentrated between geographically proximate economies, indicating a strategic shift...

On its 250th anniversary, Adam Smith’s *The Wealth of Nations* is revisited to assess its enduring influence on economic thought. The episode highlights how specialization and global trade, as Smith argued, continue to drive prosperity when competition is framed by...

The video focuses on the resurgence of inflation concerns as the fallout from the Iran‑Russia conflict pushes oil prices higher, sending bond markets into a fragile state. Analysts note that the spike in crude has reignited fears that previously contained...

Sen. Angela Alsobrooks, in a conversation at the Milken Institute, framed economic opportunity as her top Senate priority and highlighted bipartisan coalition-building as essential to advancing kitchen-table issues. As a co-sponsor and early Democratic lead on the Genius Act, she...

The video explains how the escalating conflict in Iran has effectively shut the Strait of Hormuz, a chokepoint that moves roughly a quarter of the world’s crude, creating a sharp oil‑price shock. With supply constrained, Brent futures have surged...

Donald Trump’s administration was caught off‑guard as Iran shut the 24‑mile‑wide Strait of Hormuz, a chokepoint that moves roughly 20 percent of daily global oil supplies. The video argues that Tehran’s long‑standing warnings about closing the waterway and striking Gulf energy...

Oil prices surged to nearly $120 per barrel, prompting concerns across markets. President Donald Trump then suggested the United States had secured a victory in Iran, implying the conflict could be de‑escalated soon. The announcement triggered an immediate drop in...

The video traces how Iran’s relationship with Israel and the United States shifted from early cooperation to present‑day hostility, highlighting pivotal events that reshaped Middle‑East geopolitics. In 1948, Iran was among the first nations to recognize Israel, receiving Israeli training for...

The International Energy Agency announced a historic emergency release of 400 million barrels of crude, the largest drawdown of strategic reserves ever undertaken. The decision follows the effective shutdown of the Strait of Hormuz amid heightened hostilities between Iran and Israel,...

Oil markets are volatile amid the U.S.-Israeli war with Iran. The International Energy Agency announced its largest‑ever emergency release, drawing 400 million barrels from strategic reserves to alleviate a tightening supply. Analyst Jared Blikre cautioned that while price swings resemble meme‑stock...

U.S. equity markets opened on March 11 amid a mix of macro data, earnings releases and heightened geopolitical risk, with the Middle East conflict dominating headlines and keeping energy prices and risk sentiment on edge. The International Energy Agency announced that member...

Automakers are confronting a new supply‑chain shock as the Iran‑Israel conflict drives oil prices above $80 a barrel, threatening the flow of energy‑intensive raw materials essential to vehicle production. The surge follows a brief breach of $100, pushing fuel costs...

European Commission President Ursula von der Leyen warned that re‑engaging with Russian fossil fuels would be a strategic blunder, as the EU grapples with soaring energy costs triggered by the war in Ukraine. She highlighted that gas prices have jumped...

Julian Colbo, senior director for South America at Bitso, argues that cryptocurrency is no longer a niche experiment but a lasting component of the financial system. In a talk titled “Is crypto here to stay?” he draws on his Argentine...

The video examines why the War Powers Resolution, enacted after Vietnam, failed to stop recent congressional attempts to end U.S. military actions in Iran. It notes that Article I grants Congress the power to declare war, yet the last formal declaration occurred...

Financial Times journalists hosted a live webinar to dissect the February 28 US‑Israel strikes on Iran and Tehran’s subsequent retaliation. The panel of columnists evaluated the strategic intent behind the attacks, the domestic political pressures on Washington and Jerusalem, and...

U.S. markets are trading mixed as equity futures wobble and crude oil climbs on Middle East supply worries. February CPI showed a modest decline in headline inflation, but core inflation stayed high due to persistent shelter costs. Energy ministers are...