These are the conclusions reached by the Organization for Economic Cooperation and Development

War will trigger the biggest inflation spike in the U.S. among the G7 countries

Investors are trying to determine the "pain point" at which US President Donald Trump will be ready to change the course of his policy in the war with Iran, <a href="http://www.ft.com/content/bc6037d6-d6cf-4117-9eb0-311956ea9dd1">writes the</a> Financial Times (FT). Among the factors that could affect the decisions of the US administration, market participants name sharp fluctuations in oil prices, the yield on 10-year US Treasury bonds, as well as inflation expectations and Trump's own rating.

Oil, government bonds, ratings: investors seek Trump's 'pain point' on Iran

BlackRock, Inc.

Right now, market participants are ignoring the risks of prolonged logistical disruption due to the war in Iran and are "just hoping" for a favorable scenario, according to BlackRock President Rob Capito

Oil at $150 and the collapse of old rules: BlackRock warned of underestimating military risks

Arm Holdings plc

Chewy, Inc.

JetBlue Airways Corporation

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: news agenda remains tense

Shares in Europe fell at the opening of trading on the background of renewed growth in oil prices. The cost of Brent was again over $105 per barrel. Investors are trying to keep track of contradictory reports on the prospects of the end of the US war with Iran, which negatively affects their desire to take risks.

Brent above $105, stocks in Europe and US futures down: what's happening in the markets

With the outbreak of war in the Middle East and the closure of the Strait of Hormuz, Brent crude oil rose from around $75 at its peak to almost $120 and fell below $100. The situation in the markets also remains highly volatile. In such a situation Deutsche Bank on March 20 called tenge an attractive currency for capital preservation.

The Tenge has become a safe haven among emerging market currencies during the war in the Middle East. What will happen to its exchange rate?   

US President Donald Trump assures his entourage that he does not want a prolonged war with Iran. At the same time, Tehran rejects direct negotiations with the U.S., despite Trump's statements about a "deal," and is also preparing a law to introduce a fee of up to $2 million for ships passing through the Strait of Hormuz, which is already de facto levied on certain voyages. These and other topics are covered in our review of key events for the morning of March 26.

Main by morning: Trump wants to end Iran conflict by Ma, but oil rises

The United States does not yet have an understanding of when the first oil tanker will be able to pass through the Strait of Hormuz, White House spokeswoman Caroline Leavitt said March 25. She said Washington is working to ensure restoration as soon as possible. That said, the conditions Iran has put forward include recognizing its control of the crucial shipping lane. Tehran has said the strait will remain open after the war but will not revert to its previous regime.

No room to maneuver: five questions on how to bring back traffic in the Strait of Hormuz

After sharp spikes in oil prices, the highest trading volumes on Asian markets are recorded in the first minutes of the session, UBS estimates

Trade at the open and go: why did UBS call the morning the best time to trade in Asia?

Retail investors continue to buy the decline, while oil traders took a rare opportunity to lock in profits, analysts said

US stocks rise in price, White House assures that it is dialoguing with Iran: the results of the 26th day of the war

Major U.S. stock indices opened March 25 with growth - the prospects of de-escalation of the conflict in the Middle East partially managed to dispel investors' fears about long-term disruptions in energy supplies through the Strait of Hormuz, <a href="https://www.reuters.com/business/us-stock-futures-rise-mideast-ceasefire-prospects-lift-sentiment-2026-03-25/">writes</a> Reuters.

S&amp;P 500 and Nasdaq jumped 1% amid signals of de-escalation of war with Iran

While the European Stoxx 600 has lost 8.6% since the start of the war in the Middle East, the energy sector of the index has added 10%