Betting on the U.S. stock market could play out because of the U.S. economy's weak dependence on imported oil

'Winners have become losers': war with Iran has caused capital to rotate back to the US

Other analysts warn of a possible major correction

Goldman Sachs sees the potential for a rally in US stocks. What will push them up?

Earlier, Morgan Stanley warned that the Fed may postpone monetary policy easing

The market has little hope of a Fed rate cut this year. Oil prices are to blame

Bank revises oil forecasts for second time in two weeks due to threat of prolonged blockage of Strait of Hormuz

Oil at $150: Goldman Sachs says oil prices will return to 2008 peaks

At issue is a ban on foreign tankers transporting oil between U.S. ports

U.S. to suspend century-old maritime law to curb oil prices

Iran's "strategy to create economic chaos in the Persian Gulf seems to be working," analyst says

Oil - $100, major U.S. indices lose 1% after Iran's new head of state speaks

Iran's new supreme leader Mojtaba Khamenei said the Strait of Hormuz should remain closed as "an instrument of pressure on the enemy," he said in a televised address <a href="https://www.reuters.com/world/iran-war-live-six-tankers-attacked-gulf-strait-hormuz-2026-03-12/">translated by</a> Reuters.

Strait of Hormuz must remain closed: Iran's new head - in first statement

CF Industries Holdings, Inc.

How a nitrogen fertilizer shortage propelled low-profile player CF Industries Holdings to the top of the U.S. broad market

The best performing stock in the S&amp;P 500 is up 20% since the war began. It's not tied to the oil market

The U.S. Navy is not yet ready to escort oil tankers through the Strait of Hormuz, strategically important for global supplies, the country's Energy Secretary Chris Wright <a href="https://www.cnbc.com/2026/03/12/energy-secretary-wright-says-us-not-ready-to-escort-tankers-through-strait-of-hormuz-yet.html">said</a> in an interview with CNBC. Such a possibility was not previously ruled out by President Donald Trump. But according to the head of the Energy Ministry, it is likely to appear only by the end of the month.

US not yet ready to escort tankers through the Strait of Hormuz - Energy Ministry

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

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: foreign and trade policies form a negative background

The war with Iran has caused unprecedented turmoil in the global oil market, affecting 7.5% of the global oil supply and an even larger share of export supplies, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-12/iran-war-is-causing-biggest-ever-oil-market-disruption-iea-says?srnd=homepage-europe">writes</a>, citing a <a href="https://www.iea.org/data-and-statistics/data-product/oil-market-report-omr">report by</a> the International Energy Agency (IEA).

"Major oil market disruption": IEA cuts global demand growth forecast by 25%

Retail speculators have driven volatility in the oil market to a six-year high