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Iran oil shock stirs memories of 1997 Asian Financial Crisis — but here’s why history may not repeat itself
A month into the worst oil supply disruption since the 1970s Arab embargo, the economic pain spreading across Asia is reviving an uncomfortable question: Could this be 1997 all over again? The parallels are hard to ignore. Asian currencies are under pressure, fueling the risk of capital outflows. Spiking energy costs have pushed governments to […]
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Many on Wall Street saw this ‘TACO’ coming as Trump’s brinkmanship starts to lose grip on market
Key Points The “TACO” trade — TACO being shorthand for Trump Always Chickens Out — has increasingly shaped positioning. Each bout of geopolitical-driven selling has become progressively more muted since April 2025. The market’s growing confidence is also raising a new question: What happens if markets stop acting as a constraint on Trump? Wall Street […]
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Stocks making the biggest moves premarket: Broadcom, UnitedHealth, Casey’s General Stores and more
Check out the companies making headlines before the bell: Broadcom , Alphabet — Broadcom on Monday said it agreed to supply artificial intelligence chips for Google and signed an expanded deal with Anthropic to give the AI startup about 3.5 gigawatts worth of computing capacity from Google’s AI processors. Broadcom shares gained 3%, while Alphabet […]
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Iran sets up ‘toll booth’ in Strait of Hormuz, as oil tankers detour via Larak Island for safe passage
While choking off most traffic through the Strait of Hormuz, Iran has quietly established a de facto safe-shipping corridor north of Larak Island, as Tehran seeks to monetize its grip on the world’s most important oil shipping artery. Traffic through the strait has fallen by 90% since the war began on Feb 28, with Iran […]
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Economist Nouriel Roubini: Trump is likely to escalate the Iran war — risking ‘1970s stagflation’
U.S. President Donald Trump is likely to escalate the war with Iran, risking “1970s stagflation” if it does not go as planned, renowned economist and investor Nouriel Roubini told CNBC. Speaking to CNBC’s Carolin Roth at the Ambrosetti Forum in Cernobbio, Italy on Friday, Roubini — best known for predicting the 2008 Global Financial Crisis […]
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‘Grin and bear it’: How investors are navigating the Trump-Iran market whiplash
The U.S. and Iran appeared to diverge on accounts of a potential peace deal this week, with Washington touting progress in diplomacy while Tehran denied interest in direct talks, leaving investors parsing prospects for an off-ramp and wondering how to trade amid conflicting signals. Markets rallied earlier this week after President Donald Trump said the […]
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Stocks making the biggest moves premarket: Netgear, Jefferies Financial, Apollo Global & more
Check out the companies making headlines before the bell: Netgear — The San Jose, Calif.-based maker of WiFi routers and network switches surged 11% after the Federal Communications Commission (FCC) banned all imports of consumer routers made abroad, saying they pose national security risks. Jefferies Financial Group — Shares of the investment bank rallied nearly […]
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Jeffrey Gundlach says it’s a ‘going nowhere’ market, warns of private credit strains
DoubleLine Capital CEO Jeffrey Gundlach said markets are stuck in a holding pattern with few assets delivering meaningful returns, as he warned that stresses emerging in private credit could deepen if investors rush for liquidity. “It’s kind of a going nowhere market right now, sort of trendless. Almost nothing is up. Nothing is really down […]
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Switzerland risks the ire of the White House as it flags potential currency intervention
Swiss officials say the Iran war is making them more willing to intervene against any significant appreciation in the country’s currency, but doing so risks another dispute with the White House. The Swiss National Bank announced on Thursday that, as expected, it was holding its key interest rate at 0%. But its policymakers said: “Given […]
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Investors rip up European boom bets as stagflation fears soar on Iran war oil shock
The Iran war is hammering market sentiment in Europe, and investors are increasingly gloomy about the prospects for the continent’s growth, according to Bank of America ‘s latest survey of European fund managers. They’re slashing exposure to eurozone-area stocks amid fears of flatlining growth and a stagflation shock resulting from the ongoing conflict , per […]
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