Iran war

Amazon implements 3.5% fuel surcharge on FBA sellers effective April 17, averaging 17 cents per unit, citing Iran-driven transportation cost pressures in U.S. and Canada.

U.S. retail sales rose 0.6% in February, but Middle East tensions threaten momentum. Defensive stocks Dollar General and Philip Morris stand out.

Micron stock fell 7.5% on geopolitical tensions and Alphabet's memory-reducing technology announcement, challenging semiconductor demand assumptions.

S&P 500 rallied 0.72% Wednesday before tumbling in futures as Trump signals military escalation. Oil surges 6% amid geopolitical tensions.

California Governor Newsom criticizes Trump's Iran policy as gas prices spike to $4.06 nationally, crude oil exceeds $104/barrel, and broader inflation pressures intensify.

IEA warns of historic energy crisis as Iran conflict disrupts 12M barrels daily—double 1973/1979 combined shocks, with April expected worse.

U.S. stocks surge on fading geopolitical tensions and falling oil prices. S&P 500 rises 0.72% despite YTD losses.

Trump addresses nation tonight at 9 p.m. ET on Iran strategy. Markets watch for Strait of Hormuz impact, Iranian leadership clarity, and NATO implications as crude oil trades above $99.

Cramer calls March 31 rally a preview of bigger market shifts if Iran tensions end. Predicts falling rates, growth stock rally, and bank gains.

U.S. stock futures rise as Trump signals Iran conflict could end in two-three weeks. Treasury yields hold steady at 4.27%; markets expect no Fed rate changes in April.

Buffett exits half his BofA stake while deploying $1.2B into surging Chevron in his final CEO quarters, signaling skepticism on financials and renewed energy conviction.

U.S. gasoline surges past $4, diesel hits $5.45 on Middle East tensions, creating record refiner profits. Refiner ETF $CRAK up 29% YTD on 14-week winning streak.

S&P 500 down 9.4% over 35 days—slower than typical bear markets. Morgan Stanley sees correction nearing end with geopolitical risks already priced in.

Pentagon denies Financial Times report that Defense Secretary Hegseth's broker sought multimillion-dollar defense stock investment before Iran operations.

Markets shift defensive as Brent crude hits $114 amid Iran tensions. Nasdaq falls 0.7% on AI concerns while energy stocks rally.

Iran tensions trigger global bond selloff as inflation fears drive 2-year Treasury yields up 50 bps and credit spreads widen, though Goldman Sachs warns the market has overshot.

S&P 500 pullback from geopolitical tensions and AI uncertainty creates buying opportunities for quality companies, following impressive 78% three-year gain.

ExxonMobil gains from 70% oil rally amid Middle East tensions; Nike faces 45% EPS decline ahead of Tuesday earnings amid weak demand.

S&P 500 faces valuation pressures and geopolitical headwinds, but 100 years of history shows downturns are temporary and recoverable.

S&P 500 posts fifth consecutive weekly loss as Strait of Hormuz closure sends oil above $99, with geopolitical tensions threatening prolonged inflation.