Gulf Energy Facilities Suffer Major Damage as U.S. and Iran Meet for High-Stakes Talks As U.S. and Iranian delegations sit down for direct talks in Pakistan this weekend, the scale of damage to critical Gulf energy infrastructure from six weeks of war is becoming clear — with oil terminals, refineries, natural gas platforms, and export … Read more
Fed Minutes Reveal Growing Faction Worried Iran War Could Force Rate Hikes, Not Cuts A growing number of Federal Reserve officials at the March FOMC meeting wanted to add language raising the possibility of interest rate hikes — not cuts — if the Iran war keeps inflation stubbornly above target, marking a significant hawkish shift … Read more
Fed Minutes Reveal Debate: Iran War Could Force Rate Cuts — or Rate Hikes Federal Reserve officials at their March meeting still expected to lower interest rates this year despite “high uncertainty” from the Iran war and tariffs — but the minutes reveal a central bank deeply divided, with some policymakers warning that surging energy … Read more
The ongoing Iran conflict (the U.S.-Israeli military campaign against Iran that escalated in late February 2026) is increasingly viewed as an earnings event for parts of the global insurance industry, particularly specialty lines like marine war-risk, aviation, political violence, and political risk insurance. While the war has caused widespread disruptions—spiking oil prices, trapping vessels in … Read more