AMZN Amazon imposed new war-driven logistics fees on sellers today as fuel costs surged across North America. The $2T retail giant passed through rising transportation expenses as crude whipsawed near $100. WMT Walmart faced similar pressure per news reports.
Financial Times reported Gulf states are reconsidering new pipelines to bypass the Strait of Hormuz. The infrastructure plans replicate Saudi Arabia's East-West pipeline despite massive costs. Energy rationing spread from Bangladesh to Zambia as Middle East conflict cut off flows.
India's central bank blocked non-deliverable rupee derivatives in onshore markets making it harder to short the currency. The move came as Trump declared next Iran war targets while claiming the conflict could end within weeks. Markets absorbed mixed signals as volatility persisted.
UK financial regulation emerged as a growth constraint. Analysts called for capital rule reforms to unlock lending capacity and strengthen competitiveness. Chinese government bonds stood as the lone war haven with yields down marginally while other major economies saw rates rise.
US Treasury summoned regulators for private credit risk discussions including American and international insurance watchdogs. The meetings signaled growing concern about shadow banking exposure during market stress.
TSLA Tesla absorbed brand damage claims from investor Ross Gerber who backed RIVN Rivian instead. The EV debate intensified as fuel prices drove renewed interest in electric vehicles. META Meta's Ray-Ban smart glasses powered a blind runner's marathon bid demonstrating AI assistant capabilities.
GOOGL Google rolled out Gmail address changes without losing accounts. ORCL Oracle denied UAE data center hit reports as war rumors circulated.
Asia-Pacific markets mostly rose on Hormuz reopening hopes. Gold dropped on dollar strength and rising rate expectations. European stocks closed March with their worst month since 2022.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
