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A series of supply setbacks has kept prices above target for five years. Now officials have to put a number on what that means for interest rates.

Japanese stocks were broadly higher as overnight declines in crude oil prices ease fears about energy costs amid the Middle East conflict.

Portfolio positioning should be scenario-driven, with a focus on Iran conflict timelines and outcomes. We run through different scenarios and timelines.

The Securities and Exchange Commission (SEC) is preparing to propose that it eliminate the quarterly reporting requirement and allow public companies to report earnings only twice a year, The Wall Street Journal (WSJ) said Monday (March 16).

The Securities and Exchange Commission is preparing a proposal to scrap the requirement for companies to report their earnings every quarter and giving them the option to share results twice a year, the Wall Street Journal reported Monday.

Indexes post broad gains as oil slides in Monday's stock market. Nvidia rises as GTC 2026 kicks off with CEO Huang's keynote speech.

Phil Rosen looks turns back the pages of history books to make his bullish case for markets this year. He doesn't think the story for investors has changed “that much” despite the U.S./Iran conflict.

Invesco's Brian Levitt and Bartlett's Holly Mazzocca join 'Closing Bell' to discuss if the war in Iran has created a buying opportunities for equities, the playbook for equities this year and much more.
The ongoing closure of the Strait of Hormuz threatens both energy and critical helium supplies, impacting semiconductor manufacturing, especially for TSMC. TSMC and other chipmakers have stockpiles, but a prolonged disruption could compress sector multiples and trigger a sell-off before actual shortages hit.

Gold has underperformed despite the Middle East conflict due to surging oil prices, higher yields, and a stronger U.S. dollar. Oil supply disruptions, especially in diesel, are fueling inflation risks and raising the specter of stagflation.

It probably helps that Wall Street analysts have continued to raise their earnings forecasts, according to Ed Yardeni, founder of Yardeni Research.

Sam Vadas takes on Monday's final takeaways solo to start the new trading week by talking about the discussions between the U.S. and China in Paris. She also tackles the tech trade with a surge in AI memory chips like Micron (MU), along with the start to Nvidia's (NVDA) GTC 2026 conference.

A widening war in the Middle East has struck energy infrastructure across multiple Persian Gulf producers, escalating systemic supply risk. Crude oil initially surged above $100 per barrel; Strait of Hormuz shipping disruptions and refinery/LNG outages have tightened markets.

I don't think many investors would debate that the magnitude of the war with Iran qualifies as a shock. Now the question is, "How big will the shock be?

I reiterate a buy recommendation for assets tracking major U.S. indices, targeting the S&P 500 at 7778 by year-end. Despite the ongoing Iran conflict and oil price spikes, historical precedent supports long-term resilience and opportunity in U.S. equities.

This year is pivotal for US debt sustainability, with $10 trillion in marketable debt maturing and refinancing costs highly sensitive to interest rates. Rising geopolitical tensions, particularly the US-Iran conflict, have driven up oil prices and inflation expectations, pushing the US 10Y yield toward 4.25%.

We think the warnings about an AI bubble by well-qualified people are correct, just far too early. There is still money to be made.

While sitting for a "Bloomberg Money Stuff" podcast episode taping, Saba Capital Management CIO Boaz Weinstein speaks about private credit "infecting" public markets. -------- More on Bloomberg Television and Markets Like this video?

A modest decline in oil prices proved enough to lift U.S. stocks. The tech-heavy Nasdaq composite rose 1.2% and the S&P 500 added 1%, with all of its sectors gaining.

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Bailey Lipschultz, Carol Massar and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?