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Briefing: Iran's attacks on aluminum producers are sending 'shockwaves' through the metals market

Strategic angle: Aluminum hit prices not seen since 2022 after Iranian attacks on two Middle Eastern producers over the weekend, amid fears of a supply crisis.

Editorial Staff Mar 31

Money

Briefing: Inflation worries become growth worries

Strategic angle: A longer war makes long bonds interesting

Editorial Staff Mar 31

Money

Briefing: South Korea proposes extra $17 billion budget to cushion energy costs fueled by Iran war

Strategic angle: Seoul imports 94% of its energy needs, and almost 72% of its crude oil comes from the Middle East.

Editorial Staff Mar 31

Money

Briefing: Oil and war top financial markets worry list for an uncertain Q2 - Reuters

Strategic angle: Financial markets are increasingly concerned about the impact of oil prices and geopolitical tensions as they approach Q2.

Editorial Staff Mar 31

Money

Briefing: Three niche commodity prices are surging. What they show about China's grip on supply chains

Strategic angle: In the wake of the Iran war, prices are surging for critical elements used in defense and the semiconductors that power artificial intelligence advances.

Editorial Staff Mar 31

Money

Briefing: Cracks appear in US-UK security co-operation after Trump-Starmer tensions

Strategic angle: Differences over war in Iran are hitting working relationships between diplomats, officials and military personnel.

Editorial Staff Mar 31

Money

Briefing: Foreign central banks sell US Treasuries in wake of Iran war

Strategic angle: International official holdings at New York Federal Reserve fall to lowest level since 2012

Editorial Staff Mar 31

Money

Briefing: Why do politicians want AI to go faster?

Strategic angle: Bullish rhetoric about ‘unleashing’ the technology is badly out of touch with the sensibilities of many voters.

Editorial Staff Mar 31

Money

Briefing: ‘Pump anxiety’ from soaring fuel prices prompts surge in interest in EVs

Strategic angle: Increased costs since outbreak of Middle East conflict prompt more test drives and advert views

Editorial Staff Mar 31

Money

Briefing: Swiss lawmakers signal compromise on $22bn UBS capital plan

Strategic angle: Decision could be published in April with foreign capital requirements component moving to parliament for debate

Editorial Staff Mar 31

Money

Briefing: In trade’s ‘law of the jungle’, the winners are clear

Strategic angle: It is China and the US that prosper when power sets the terms for global commerce

Editorial Staff Mar 31

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Briefing: Iran’s hackers go to war

Strategic angle: Tehran’s cyber operatives have sought to sow fear and hoover up intelligence in series of attacks in Israel and the US

Editorial Staff Mar 31

Money

Briefing: Indian mobile giant Airtel raises $1 billion for data centers from Carlyle, other PE firms

Strategic angle: Signaling rising global interest in India’s data‑center sector, Bharti Airtel has attracted private‑equity interest as it seeks to raise $1 billion.

Editorial Staff Mar 31

Money

Briefing: Oil prices reverse course to fall as traders assess Trump comments on Iran war

Strategic angle: Oil prices fell on Tuesday as President Donald Trump reportedly expressed willingness to end military hostilities against Iran.

Editorial Staff Mar 31

Money

Briefing: China's factory activity returns to growth, expanding at its sharpest pace in a year

Strategic angle: China's official gauge for manufacturing activity pointed to a better-than-expected expansion in March, snapping two months of declines.

Editorial Staff Mar 31

Money

Briefing: CNBC's The China Connection newsletter: China's AI race enters a new phase

Strategic angle: A new frontier is shaping up for companies that want to make money with artificial intelligence.

Editorial Staff Mar 31

Money

Briefing: US Trade Representative Slams WTO After Ecommerce Tariff Talks Fail

Strategic angle: Jamieson Greer criticizes the WTO, stating that the US will pursue alternative routes to extend the freeze on ecommerce tariffs.

Editorial Staff Mar 31

Money

Briefing: Stock futures jump, oil prices retreat on report Trump willing to end war

Strategic angle: MarketWatch reports a positive shift in stock futures and a decline in oil prices amid geopolitical developments.

Editorial Staff Mar 31

Money

Pete Hegseth's Broker Attempted Defense Investments Before Iran War

Financial Times reports on controversial investment moves amid rising tensions.

Editorial Staff Mar 31

Money

Trump warns of destruction of Iran's oil infrastructure

U.S. President Donald Trump threatens to obliterate Iran's oil wells and electric plants if Hormuz Strait is not reopened.

Editorial Staff Mar 31