Airlines face fare dilemma as fuel spike threatens travel demand | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Item 1 of 3 A United Airlines commercial airliner takes-off from Los Angeles International Airport in Los Angeles, California, U.S., November 6, 2025. REUTERS/Mike Blake/File Photo [1/3]A United Airlines commercial airliner takes-off from Los Angeles International Airport in Los Angeles, California, U.S., November 6, 2025. REUTERS/Mike Blak ...

CNBC's Jim Cramer outlined his game plan for the week ahead, warning that a relentless rise in oil tied to the Iran war is continuing to pressure stocks – and could signal more downside."Another miserable week. Four weeks since the war started and it's been pretty darn awful," Cramer said Friday on "Mad Money," adding that "the history of oil shocks is littered with bear markets, 20% drawdowns that say raise cash."Stocks finished lower Friday led by the Nasdaq down 2.15%, the Dow Jones Industrial Average dr ...

Wall Street sold off as oil jumped and the Iran war continued with no end in sight on March 27. Two of the major U.S. indexes are now in correction territory, which is defined as a decline of more than 10% from a recent high. The Dow Jones Industrial Average slid nearly 800 points to close 1.7% lower for the day, and 10% off a recent peak. The Nasdaq Composite Index closed 2.15% lower, down more than 11% from a high set last October. The S&P 500 closed down 1.6%. The 10-year U.S. Treasury note, meanwhil ...

Asian stocks have seen heavy foreign outflows so far in March as disruptions to Middle East energy supply from the U.S.-Israeli war with Iran stoked fears of an oil shock and stagflation risks. ...

USA | Chemicals Equity Research March 19, 2026 The Bullwhip: Two Scenarios For The Iran War Oil Shock Two of the most common investor scenarios--the short war with quick normalization and the extended conflict with a structural surge in energy costs-- imply very different bullwhip effects both in the near-term and into 2027-2028. Q1 earnings calls should give a sense for the degree to which companies are favoring one scenario, with implications for both volume and FCF conversion dynamics. An Extended Shock ...

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings Wall Street initially priced in a swift US bombing campaign as President Trump made his move against Iran. What investors got was an oil war. Stocks pulled back again this week as oil prices remained elevated and the Pentagon again ramped up its capacity to strike at Iran, sending three warships to the Mi ...

Economic Impact of the War in Iran - The ongoing war in Iran has negatively affected the global economy, with oil prices spiking significantly, as Brent crude oil reached around $105 a barrel, a 50% increase since the war began [1][2] - The future of oil prices remains uncertain, hinging on the reopening of the Strait of Hormuz and the extent of damage to energy infrastructure in the Gulf region [2] Stock Market Reactions - The S&P 500 has declined by 5% this month, marking its fourth consecutive week of losses, while the Nasdaq Composite is nearing correction territory, defined as a 10% or more pullback [2] - Historical data indicates that in previous instances of oil price spikes of 40% or more, the S&P 500 typically entered a bear market, with notable exceptions in 1979 and 2011 [4][5] Historical Context of Oil Price Spikes - Significant oil crises have occurred in 1973, 1979, 1990, 1999-2000, 2007-2008, and 2010-2011, each impacting stock market performance differently [6][7] - The 1973 oil crisis led to a bear market with stocks falling over 40%, while the 1979 crisis saw stocks rise initially before a brief pullback [4][5][6] Current Economic Indicators - Job growth has been weak, with only around 200,000 jobs added over the past year, and inflation remains persistent, contributing to a challenging economic environment [9] - Consumer sentiment is low, and the S&P 500 is trading at historically high levels, increasing the likelihood of a market correction or bear market [9] Future Outlook - Prolonged high oil prices could exacerbate economic conditions, leading to a potential bear market, especially as consumers face rising prices amid existing inflation and a weak job market [10] - Despite these challenges, the S&P 500 has historically managed to recover from past oil crises, suggesting potential for long-term resilience [10]

etf stategist content hubSage Advisory For more news, information, and analysis, visit the ETF Strategist Content Hub. Originally posted on Sage Advisory on March 16. Disclosures: This is for informational purposes only and is not intended as investment advice or an offer or solicitation with respect to the purchase or sale of any security, strategy or investment product. Although the statements of fact, information, charts, analysis and data in this report have been obtained from, and are based upon, sourc ...

Complacent investors who assume there will be a swift resolution to the Iran war are making a high-risk bet given how bad surging oil prices typically end up being for stocks, according to strategists at JPMorgan Chase & Co. The team, led by Dubravko Lakos-Bujas, said investors are failing to price the potential economic damage from soaring energy costs, despite the fact that four out of five oil shocks since the 1970s have led to recession. Most Read from Bloomberg “While some of the froth has been ta ...

Core Viewpoint - The return to normalcy in the global oil market is expected to take months rather than weeks, as indicated by TS Lombard [1] Group 1 - The current state of the oil market suggests prolonged adjustments are necessary before achieving stability [1]