Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

FOUND: Capital economics - What They Never Told You

Why did stock market fall today? Oil spike, IT rout among 6 key factors behind 800-point Sensex slump; Nifty below 23,450

For the third day in a row, Indian stock markets faced a sharp decline, driven by rising oil prices and increasing tensions in the Middle East. Investors were unsettled by these factors, resulting in notable losses. Additionally, the ongoing IPO surge in the primary market diverted crucial liquidity from secondary…

The Economic Times

Oil’s $100 nightmare is back as worst-case scenario is taking shape

Houthi attacks on Saudi energy facilities have disrupted oil operations. These strikes also pressure the Bab al-Mandeb chokepoint, impacting oil flows. The Strait of Hormuz remains impaired, creating a dual threat to global supply. This situation makes significantly lower oil prices before late 2026 increasingly unlikely. Oil prices may potentially…

The Economic Times

Forget AI, debt has become the main character on Wall Street as markets just now decided that it's gotten out of control after years of warnings

"When does debt become unsustainable? When the global financial markets say it is. That appears to be happening."

Fortune

From analysis to the latest developments in health,
read the most diverse news in one place.

The Treasury is walking a tightrope on U.S. debt by relying so much on short-term rates that are at the mercy of a suddenly very hawkish Fed

"Therefore, the biggest risk to the debt burden would be a sharp rise in short-dated yields if the Fed were to hike rates by more than expected in the coming year."

Fortune

There's no escape from inflation as a perfect storm of the 'Godzilla' El Niño, AI boom, Trump tariffs, fuel crunch, and Ukraine war keep prices high

"These results suggest that many businesses are still adjusting their prices, more than a year after tariffs were first introduced."

Fortune

AI boom may be on its last legs amid stock volatility and dash for cash—but will go out in a blaze of glory with 'blow-off phase' before bubble pops

"This volatility is, in our view, evidence of excessive froth and calls into the question the sustainability of this rally."

Fortune

The Strait of Hormuz is finally reopening, but energy flows may not get back to normal until next year

“Our working assumption is that ~80% of energy flows will resume by the end of Q3, but a return to ‘normal’ could stretch into 2027.”

Fortune

Read news from The Economist, FT, and more,
with one subscription

Even with a deal to reopen the Strait of Hormuz, it could take weeks or months for oil to fully flow

The tentative agreement to end the war in Iran and reopen the Strait of Hormuz would be good news for the global economy

The Independent UK

What to know about Trump's $100,000 H-1B visa fee and the legal rebuke that followed

President Donald Trump last year dramatically ratched up the fee for H-1B work visas to $100,000, saying it would protect American workers from losing their jobs to lower-paid foreigners

AAP

Indian bonds steady as U.S.-Iran tensions linger; RBI policy review due Friday

Indian government bonds saw little movement early Tuesday. Investors are adopting a cautious stance ahead of the Reserve Bank of India's policy decision later this week. Lingering U.S.-Iran tensions and upcoming state and central government bond sales are also keeping traders on the sidelines, leading to shallow trading volumes.

The Economic Times

Property prices are down in Dubai. Is it a war-induced blip, or something more serious?

Dubai’s real estate market has often defied expectations.

Fortune

America's housing market decline is 'no longer just a Sun Belt story'—LA and Dallas are tumbling, too

Price drops, broadening geographic weakness and a mortgage rate shock have prompted one leading forecaster to slash its outlook for 2026.

Fortune

Oil markets could be a month away from the moment of truth. Brace for a 'non-linear' price spike and panic buying, analysts warn

Oil prices could top $130-$140 a barrel next month if the strait remains closed and inventory depletion rates remain steady, according to Capital Economics.

Fortune

Forget U.S. debt, China’s total borrowing is in 'a league of its own'—much worse and deteriorating faster, analyst says

China’s total debt across the public and private sectors is now 300% of GDP.

Fortune

Get all your
news in one place.

100's of premium titles.
One news app.

Fortune

The Iran war turned Mag 7 stocks into dip-buying bait. But no one is jumping in yet even though Wall Street expects U.S. tech to outperform

Microsoft has sold off 32% in just five months.

Fortune

One AI bubble has already burst. The next one—a 'rare' kind—is still growing, economist warns

Capital Economics’ John Higgins noted the price-earnings ratio has already collapsed from its peak—but there’s another metric that hasn’t.

Barchart

Stocks Slip Before the Open as Middle East Conflict Lifts Oil, U.S. Economic Data on Tap

March S&P 500 E-Mini futures (ESH26) are down -0.62%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.61% this morning as the escalating Middle East conflict pushes oil prices higher and weighs on risk appetite.

The Independent UK

War with Iran delivers another shock to the global economy

The war with Iran is doing collateral damage to the world economy

Get all your
news in one place.

100's of premium titles.
One news app.

Fortune

The stock market bubble will burst in 2027, and the current rotation is a ‘warning of trouble ahead,’ Capital Economics says

Is the rotation in stocks a healthy market reaction or the first domino to fall?

Fortune

‘Trump will no longer be able to honor many of the “deals” he has negotiated’: How the Supreme Court crippled America’s negotiator-in-chief

The effective tariff rate skyrocketed from a mere 2% to 14%, Capital Economics calculates, and 9% of that came from tariffs that turned out to be illegal.

The Independent UK

Asia shares mostly lower after sharp Wall Street losses on AI-related worries

Asian markets are mostly lower after a tech sell-off on Wall Street over investor concerns on AI disruptions

The Guardian - UK

Rise in UK borrowing costs reverses after cabinet backs Starmer

Investors reassured by support for PM after fears about effect of a more left-leaning replacement on public finances

The Guardian - UK

UK house prices bounce back in January as analysts predict 2%-4% rise in 2026

Nationwide says average price of UK home rose by 0.3% last month after surprise fall in late 2025

Fortune

Fed chair nominee Kevin Warsh could crush Trump's rate-cut hopes and risk suffering the same level of abuse that Powell got, analysts say

"Should Warsh find himself in the minority, he would have to decide whether he would tolerate being outvoted."

Fortune

The U.S. has 'escalation dominance' in a debt war as Europe would face a violent market crash if it dumps Treasuries

Europe accounts for about a third of U.S. government bonds held overseas, or roughly 10% of the overall Treasury market.

1 2 3 4 5

People

Ayatollah Ali Khamenei

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations