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Manulife Investment Management’s equities chief warned that escalating Middle East conflicts, coupled with an unresolved flood‑control scandal in the Philippines, are raising geopolitical risk and dampening the appeal of Philippine equities. The dual pressures highlight both external and domestic uncertainties that could curb investor appetite. Mark Canizares emphasized that these factors are eroding market attractiveness and may prompt capital outflows. The commentary underscores heightened caution among regional investors.
Australia’s inflation has ticked up again, with headline CPI steady at 3.8% and the RBA’s preferred underlying measure rising to 3.4%—the highest since October 2024. A key driver is a sharp 21.5% annual surge in electricity prices after temporary subsidies...
The United States and Israel carried out coordinated strikes against Iran, including an Israeli bombing of the Hezbollah‑affiliated Al Manar TV building in Beirut. The live CNBC‑TV18 feed highlighted heightened geopolitical tension and the potential for regional retaliation. JPMorgan CEO Jamie...
The video outlines German Chancellor Olaf Scholz's upcoming Oval Office meeting with President Donald Trump, aiming to reshape dialogue on Ukraine, European security and transatlantic trade. Scholz intends to press Trump to re‑engage European partners on a unified approach to the...
The video highlights how the escalating conflict involving Iran has forced the shutdown of key airports and airspace across the Middle East, directly hitting the world’s busiest transit hubs in Dubai and Doha. This sudden loss of capacity is disrupting...
Renewed conflict with Iran has driven a sharp short‑term spike in energy prices—U.S. crude jumped to about $72–73/barrel in late trading and wholesale gasoline (RBOB) surged from $1.99 to $2.37 per gallon over two days—while buyers also flocked to gold...
Marley Kaden recapped a mixed‑bag trading day where U.S. indices closed modestly higher despite opening under pressure from geopolitical headlines. The Russell 2000 rose about 0.9%, while the Dow slipped just over 0.1%, reflecting divergent sector moves. Energy and defense stocks...
Marc LoPresti of MarketRebellion warned that today’s market focus will be on the escalating Iranian conflict, which is pushing crude oil prices higher and amplifying volatility. He emphasized that clearer signals on the war’s next steps are crucial for stabilizing...
U.S. markets opened sharply lower after U.S. and Israeli strikes on Iran but largely recovered by the cash open, with the S&P 500 closing near Friday’s level after filling the downside gap. Gold jumped then eased, the dollar strengthened decisively,...
French President Emmanuel Macron visited a military base to unveil a major update to France’s nuclear doctrine, saying eight European countries — including Germany, Britain and Poland — have agreed to participate in an advanced deterrence scheme that could allow...
Following weekend strikes by the US and Israel and a retaliatory move by Iran, Tehran has effectively shut the Strait of Hormuz, halting maritime traffic and leaving more than 150 tankers anchored on either side. The disruption sent Brent crude...
The Market Domination broadcast centered on the market’s bounce back after a sharp sell‑off, driven by the unfolding US‑Israel strike on Iran and its ripple effects across energy, defense and crypto sectors. Wall Street saw defense names such as...
Fighting in the Middle East has sharply disrupted oil and refined-product shipments, pushing tanker rates and crude prices higher as chokepoints like the Strait of Hormuz impede flows. While OPEC members signaled willingness to boost output quickly, physical disruptions and...
The Taking Stock episode centered on the market’s reaction to the latest US‑Iran flashpoint, with a particular focus on oil, gold and the broader geopolitical backdrop. Analysts noted that institutional investors entered the week heavily hedged, which helped blunt the...
Donald Trump criticized UK Labour leader Keir Starmer and the government after the US-led strikes that reportedly killed Iran’s supreme leader and much of his senior team, saying Britain should have allowed US use of its bases. The strikes have...
Ian Les of the German Marshall Fund warned the Israel–Iran confrontation risks rapid escalation and broader geographic spread, citing recent strikes that reached Cyprus and attacks launched from southern Lebanon by Iranian proxies. He said Europe is directly exposed —...
A US–Israeli campaign reportedly decapitated Iran’s top leadership, including Supreme Leader Khamenei and senior military commanders, prompting Tehran to install an interim leadership council led by President Masoud Pazeshkian and senior clerics. Despite vows of massive revenge and sporadic missile...
A drone strike attributed to Iran hit a British military base on the island of Cyprus, prompting EU alarm that the conflict with Iran could pull European states into hostilities. France signalled readiness to defend Gulf states and Jordan and...
The ISM manufacturing index showed the sector’s strongest two-month performance since mid-2022, but markets were dominated by geopolitical risk after US and Israeli strikes in Iran. Equity volatility spiked—S&P 500 gapped down and traded choppily—while gold rose and crude oil...
On day three of the Iran-related conflict, Iranian forces fired more than 300 drones (but fewer missiles), striking targets as far afield as Cyprus while U.S. forces suffered the loss of three fighter aircraft in a friendly-fire incident in Kuwait....
Reports indicate Gulf states such as Qatar and the UAE may be running low on interceptor missiles after defending against Iranian strikes, prompting searches for diplomatic off-ramps possibly involving former US president Donald Trump. Israeli leaders signal a protracted campaign...
A commentator warns that recent developments in Iran could sever oil supply chains and elevate global inflation expectations, with consequential effects on monetary policy. Higher inflation expectations would lift the neutral interest rate, narrowing the gap with the Fed funds...
The video outlines the Islamic Revolutionary Guard Corps (IRGC), Iran’s most powerful institution, highlighting its pivotal role as the regime’s enforcer amid the death of Supreme Leader Ayatollah Ali Khamenei and ongoing conflict with the United States and Israel. The IRGC...
Brian Jacobsen warns that a potential strike on Iran could create a sharp "jolt" in crude oil supplies, reigniting inflation concerns. Higher oil prices would feed into U.S. consumer price metrics, prompting the Federal Open Market Committee to reassess its...
A surprise rebound in US manufacturing (two months of rapid growth per the ISM) coincided with weekend strikes by the US and Israel on Iran, sending risk assets and safe-havens swinging. Crude oil surged—briefly touching around $75—on fears that disruption...
U.S. and Israeli forces have escalated military action against Iran following the killing of Iran’s supreme leader, conducting strikes the U.S. says target nuclear and missile sites while President Trump has left open the possibility of deploying ground forces. The...
The video asserts that Iran views itself as fighting for survival and has spent years building the Middle East’s largest ballistic missile arsenal to retaliate if the Islamic Republic is threatened. It claims the conflict has escalated into open war,...
Historical precedent shows Middle East conflicts typically trigger brief, shallow market pullbacks rather than ending bull markets, with oil-price moves the main transmission to the U.S. economy. The recent attacks on Iran lifted oil about 7%, but that rise alone...
San Francisco Fed President Mary Daly said getting inflation from about 2.75% to the 2% target has been unusually difficult because of a sequence of shocks rather than an inherent ‘last mile’ problem. She singled out tariff announcements that raised...
The LinkedIn Live broadcast broke down the February 2026 ISM Manufacturing PMI, which posted a composite reading of 52.4 percent, keeping the sector in modest expansion despite lingering macro‑economic headwinds. Host Dan Zeiger and ISM Business Survey Committee chair Susan...
The video examines America’s math achievement gap, highlighting that just a quarter of eighth‑grade students meet proficiency standards. It underscores stark disparities across demographic groups, noting that Asian immigrants outperform both their Asian‑American peers and the national average. Data reveal Asian...
The interview with Port of Los Angeles Executive Director Gene Seroka centered on a sharp 12% year‑over‑year decline in January cargo volumes and the fallout from the Supreme Court’s 6‑3 decision that declared the International Emergency Economic Powers Authority (IEPA)...
![The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 2, 2026](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://i.ytimg.com/vi/AKuVdVkvtNE/maxresdefault.jpg)
Hedgeye’s March 2 call — delivered during the firm’s free-access week — said its AI-derived “signal” is guiding positioning rather than macro forecasts, prompting a shift back into oil and energy after prior bearishness. The team warned the S&P 500...
The Council on Foreign Relations hosted an Educators Workshop titled “The United States in Focus,” featuring Bruce Hoffman, Zongyuan Zoe Liu, and Shannon K. O’Neil. Hoffman addressed evolving homeland security and counterterrorism challenges, Liu analyzed the economic dimensions of U.S.-China...
Former President Donald Trump told the speaker he was “very disappointed” in UK Prime Minister Keir Starmer for initially withholding permission to use the UK-administered Diego Garcia base for strikes in Iran. Trump said the delay set US operations back,...
The video frames the death of Iran’s Supreme Leader Ali Khamenei as a historic turning point after 36 years of hardline rule that entrenched revolutionary ideology, backed repression at home and aggressive foreign policy abroad. The narrator ties Khamenei’s tenure...
Adrian Day, founder of Adrian Day Asset Management, reiterated his unwavering bullish stance on gold, arguing that the precious metal’s long‑term cycle remains in its early phase and that the current bull market has ample room to run. He highlighted...
The S&P/ASX 200 slipped 0.03% to 9,200.90 points as March opened with heightened geopolitical risk from US‑Israeli strikes on Iran. Energy stocks rallied 5.3% after Brent crude surged up to 13% before easing, lifting Woodside and Santos by roughly 7%...
Dan Shapiro reported from the roof of Tel Aviv’s municipal building, describing a harrowing day of repeated sirens, missile interceptions and a direct strike that killed one civilian and wounded roughly fifteen, including children. The attacks followed coordinated Iranian missile...
DW News examined Russia’s diplomatic response after US and Israeli air strikes killed Iran’s Supreme Leader Ayatollah Khamenei, with President Vladimir Putin issuing a statement condemning the attacks as a violation of international law and offering condolences. The discussion highlighted that...
The March 1 2026 video assesses whether the Strait of Hormuz is open or closed, focusing on real‑time shipping activity and oil flow amid escalating U.S.–Israel strikes on Iran. Host Sal Maglaniano uses MarineTraffic data to show a dramatic drop in green...
The video reports Iran’s latest missile barrage on Israel, which struck the ultra‑orthodox town of Bamesh near Jerusalem, killing at least nine civilians, including children, and wounding dozens. The attack follows Israel’s covert operation that eliminated a high‑value target, Ali...
The United Kingdom publicly addressed a wave of Iranian missile and drone attacks that followed recent US‑Israeli strikes on Iran, emphasizing that British forces were not involved in the retaliation. Defense Minister John Healey reported missiles landing within a few...
The DW News segment focuses on Iran’s Revolutionary Guard warning that no vessel may transit the Strait of Hormuz, a chokepoint through which roughly one‑fifth of the world’s crude oil passes. The announcement comes amid heightened military tension and a...
Venezuela’s heavy‑oil sector faces a pivotal shift as its aging upgrader fleet limits production capacity. Export‑ready crude now depends on diluent‑blending, creating a new logistical bottleneck. The country must decide between securing diluent supplies, expanding blending operations, or investing in...
US and Israeli forces carried out simultaneous airstrikes across Iran, dubbed Operation Roaring Lion and Operation Epic Fury, hitting government sites in Tehran and other major cities. Iran responded with missile launches that reportedly closed the Strait of Hormuz and...
Dario Amodei argues that the AI revolution fundamentally reshapes the development trajectory of low‑income economies, because the traditional engine of catch‑up—under‑utilized labor supplemented by foreign capital—will lose its potency when intelligent automation makes labor less scarce. He notes that while philanthropy...
The United Kingdom announced that its warplanes are currently operating in the Middle East as part of a coordinated regional defensive effort. The statement framed the deployment as a lawful response aimed at protecting British forces, assets, and allies amid...
US and Israel launched a major combat operation striking Tehran, prompting Iran to fire dozens of drones toward Israel. Israel reported intercepting several Iranian missiles amid the exchange. The rapid retaliation raises the specter of a wider regional conflict. Analysts...
President Trump announced a coordinated strike campaign against Iran, targeting its ballistic missile facilities, nuclear program, and key leadership sites. The Israeli armed forces joined the operation, reportedly hitting Ayatollah Khamenei's compound. Experts from the Council on Foreign Relations warned...
