The war in the Middle East, which has deprived the world of about 20% of the global supply of oil and liquefied natural gas, is changing expectations about global inflation, economic growth and the outlook for monetary policy. An average oil price of $150 or even $200 a barrel no longer seems impossible to analysts, and such a rise could reignite inflation.

'An incredible shift': where two weeks of war in Iran has taken the world economy

Major U.S. stock indexes rose in early trading on March 13 - data on U.S. GDP for the last quarter of 2025, as well as indicators of the index of personal consumption expenditures in the States for January indicated a slowdown in the economy, than strengthened hopes for lower interest rates of the Federal Reserve, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-13/us-stocks-rise-as-tepid-economic-data-boosts-rate-cut-hopes">writes.</a>

U.S. stocks rise amid sluggish economic data. Why.

The core index of personal consumption expenditures in the United States rose at an annualized rate of 3.1% in January. The conflict in the Middle East may push it even higher, according to an analyst at Carson Group

The Fed's favorite measure of inflation rose at the fastest pace in nearly two years

Adobe Inc.

Ulta Beauty, Inc.

SentinelOne, Inc.

PagerDuty, Inc.

ServiceTitan, Inc.

Morgan Stanley

Dollar General Corporation

CF Industries Holdings, Inc.

Firefly Aerospace Inc.

The Descartes Systems Group Inc.

Deutsche Bank Aktiengesellschaft

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: inflation statistics will set the vector for trading

GLOBALFOUNDRIES Inc.

HighPeak Energy, Inc.

Netskope, Inc.

UiPath, Inc.

Bumble Inc.

Petco Health and Wellness Company, Inc.

Oracle Corporation

Papa John's International, Inc.

Nebius Group N.V.

NVIDIA Corporation

UniFirst Corporation

Cintas Corporation

Sprinklr, Inc.

The Campbell's Company

Morning in New York: foreign and trade policies form a negative background

The Consumer Price Index (CPI), which reflects the dynamics of the cost of goods and services in the U.S. economy, <a href="https://www.bls.gov/news.release/cpi.nr0.htm">rose</a> by 0.3% in February in monthly terms and by 2.4% in annual terms. This was fully in line with the expectations of economists surveyed by Dow Jones, CNBC <a href="https://www.cnbc.com/2026/03/10/new-inflation-data-is-set-for-release-wednesday-how-to-trade-it.html?&amp;qsearchterm=CPI">reports</a>. In January, annualized CPI growth <a href="https://oninvest.com/article/inflacia-v-ssa-zamedlilas-do-2-4-i-okazalas-nize-ozidanij-cto-budet-so-stavkoj">was</a> 2.4%; last December, it was 2.7%. The previous peak value of the index was recorded in September 2025, when its growth exceeded 3%.

US inflation stabilized before the Iranian crisis. What will happen to the rate?

AeroVironment, Inc.

UWM Holdings Corporation

The Boeing Company

Morning in New York: seeking balance between macro data and geopolitics

Bayerische Motoren Werke Aktiengesellschaft

The week began with a sharp jump in oil prices and a collapse on Asian stock exchanges - the conflict between the U.S. and Iran is dragging on, and investors are increasingly concerned about the destabilization of the global economy. Market attention will continue to be focused on events in the Middle East, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-middle-east-developments-oil-prices-in-focus-u-s-inflation-due-8143012a?mod=Searchresults&amp;pos=1&amp;page=1#:~:text=View%20more-,All%20eyes%20will%20be%20on%20developments%20in%20the%20Middle%20East,-after%20the%20U">writes</a> The Wall Street Journal.

Iran war, US inflation, Oracle report: what investors need to know this week

Moderna, Inc.

GitLab Inc.

Box, Inc.

indie Semiconductor, Inc.

AnaptysBio, Inc.

Pinterest, Inc.

Ziff Davis, Inc.

Best Buy Co., Inc.

Target Corporation

On Holding AG

Archer Aviation Inc.

New York Morning: Wall Street remains under the pressure of geopolitics

The escalation of the conflict in the Middle East continues for the fifth day. What is happening in the markets and what analysts say about it - we have collected the main points.

Oil storage tanks full, gas at a three-year high: fifth day of war in Iran

UniCredit S.p.A.

Raiffeisen Bank International AG

So far, the indicator is holding within the ECB's target, but analysts fear a prolonged price shock due to oil supply difficulties

Inflation in the eurozone unexpectedly accelerated. How does the conflict in the Middle East threaten the EU?

Amazon.com, Inc.

Hanwha Aerospace Co., Ltd.

Korea Aerospace Industries, Ltd.

LIG Nex1 Co., Ltd.

Hensoldt AG

BAE Systems plc

Lockheed Martin Corporation

OpenAI admitted that it rushed into a contract with the Pentagon and promised to enshrine a ban on the use of AI for internal surveillance, while Anthropic, after breaking off negotiations with the US Defense Ministry, received a sharp influx of users and opened the "memory" function for the free version. On these and other topics - in our review of key events by the morning of March 3.

Main by morning: gold and defense rise due to escalation in the Middle East