Brent crude oil slowed at the opening of the US trading session and is trading at nearly $113 a barrel - after an intraday high above $119

US stocks continued to fall: investors are pricing in a "prolonged energy shock"

Rocket Lab Corporation

Red Cat Holdings, Inc.

Five Below, Inc.

Micron Technology, Inc.

EquipmentShare.com Inc.

Microsoft Corporation

Amazon.com, Inc.

Macy's, Inc.

Jabil Inc.

Williams-Sonoma, Inc.

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: external background favors continuation of correction

The probability of recession in the United States is growing amid a jump in oil prices, which could trigger an inflationary spiral, says economist and former chief investment officer of PIMCO Mohammed El-Erian. His opinion is <a href="https://www.businessinsider.com/recession-outlook-mohamed-el-erian-oil-prices-inflation-economy-markets-2026-3">published by</a> BusinessInsider.

'Oil is just one factor': why has an economist raised the risk of a US recession?

U.S. President Donald Trump on March 18 suspended the centennial Jones Act, which requires the transportation of cargo between U.S. ports exclusively on ships built in the U.S., Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-18/trump-waives-us-shipping-law-for-oil-and-gas-amid-iran-war">reported</a> citing sources. Information in the White House <a href="https://www.cnbc.com/2026/03/18/trump-jones-act-oil-iran-war.html">confirmed to</a> CNBC. The measure is aimed at cheapening the transportation of oil, gas and other goods inside the country and should help contain the growth of energy prices amid the war with Iran.

Trump suspended a century-old shipping law. Oil soared to $109

Major U.S. stock indices opened in the negative zone on March 18. Brent oil jumped to $108 per barrel after Iran's statements about Israeli strikes on an Iranian gas field, as well as after the data on wholesale inflation in the U.S. was higher than expected, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-18/us-stock-futures-extend-rally-ahead-of-fed-rate-decision">writes.</a>

U.S. stocks down, oil down $108 - after Israeli attack on Iran gas field

In February, the wholesale cost of goods and services in the U.S. - the segment where rising inflation usually shows up earliest - rose much more strongly than expected, CNBC <a href="https://www.cnbc.com/2026/03/18/ppi-inflation-february-2026.html">writes</a>.

US wholesale inflation in February significantly exceeded expectations

The Mosaic Company

TotalEnergies SE

Exxon Mobil Corporation

Chevron Corporation

Cheniere Energy, Inc.

Alcoa Corporation

CF Industries Holdings, Inc.

Nutrien Ltd.

Occidental Petroleum Corporation

In the third week of U.S. and Israeli military action against Iran, commodity markets entered a phase that CNBC <a href="https://www.cnbc.com/2026/03/01/experts-weigh-potential-scenarios-for-oil-if-strait-of-hormuz-closes.html">compares</a> to the oil crisis of the 1970s. The blockade of the Strait of Hormuz has effectively cut off Asia's and Europe's largest consumers from some of their suppliers of energy, metals and chemicals. Who loses from this and who stands to gain?

Which companies will benefit from the disruption of raw material supplies due to the Iran war 

Global investment fund managers are increasing cash holdings at the fastest pace since the COVID-19 pandemic: the war in Iran and risks in the private credit segment are undermining previous optimism, the Financial Times<a href="https://www.ft.com/content/0906a9ed-3b00-4f95-9ad8-44a49d025e57?syn-25a6b1a6=1"> writes</a>.

Investment funds withdraw assets to cache at record pace since pandemic amid Iran war

A proposal to replace quarterly reporting for public companies with semi-annual reports is being prepared by the U.S. Securities and Exchange Commission, sources tell The Wall Street Journal

Quarterly company reporting may become optional in the U.S. - WSJ

The main U.S. stock indices began trading on Tuesday, March 17, with a slight increase. Investors are assessing the impact of the conflict in the Middle East on energy prices<a href="https://www.reuters.com/business/energy/oil-gains-over-2-market-weighs-iran-war-supply-risks-2026-03-17/">,</a> as well as inflation risks ahead of the two-day meeting of the Federal Reserve System, which will begin on March 18, <a href="https://www.reuters.com/business/wall-street-futures-slip-higher-oil-prices-fuel-inflation-worries-ahead-fed-2026-03-17/">writes</a> Reuters.

'Keeping calm': US stocks rise despite ongoing war in Iran

Green Dot Corporation

DocGo Inc.

Beyond Meat, Inc.

AEye, Inc.

NVIDIA Corporation

Nebius Group N.V.

Meta Platforms, Inc.

Alibaba Group Holding Limited

Intuit Inc.

Dollar Tree Inc. R

Public Storage

Morning in New York: negative background intensifies

Oil shocks have preceded nearly every economic downturn in the world's largest economy over the past 80 years

USA