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Former Army intelligence officer Michael Pregent joins me for an urgent, deep dive into the U.S. military's ongoing campaign against Iran. He breaks down the tactical successes of degrading the IRGC, the vital importance of keeping the Strait of Hormuz open, and the critical pitfalls that are looming if we don't learn from past mistakes. We also discuss the need to remove our worthless military bases in enemy countries that weigh us down and to develop a consistent strategy of alliances and deterrent that won't negate our efforts in this war. Beyond the Middle East, we connect the dots to the existential threats right here at home — from open borders to domestic terrorism — and expose the dangerous foreign influence of nations like Qatar holding U.S. policy hostage. Learn more about your ad choices. Visit megaphone.fm/adchoices
WAR IS COMPLETE! Oil Screaming higher Euro Nat Gas up 60% An update on JCD PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter INTERACTIVE BROKERS Warm-Up - The CTP for Caterpillar - We have a winner! - A tech earnings BLOWOUT - A seminal moment with AI and Employment trends - An update on JCD - from JSD - A Limerick for JCD Markets - WAR FOOTING - Buyers are still there... - Oil Screaming higher (Sunday night wow!) - Euro Nat Gas up 60% - Anyone wondering why markets keep going up? John Dvorak Jr. - Guest - UPDATE ON JCD JSD: - Tell us what you are doing these days... - What was it like growing up around constant tech commentary and skepticism? - How did that environment shape the way you look at innovation and hype? - Where do you most disagree with your father's views on technology today? - Is AI making people smarter—or more dependent? - How should younger professionals think about job security when automation is accelerating? War and Oil - Iran's Revolutionary Guard says it has closed the Strait of Hormuz, per a Reuters report. - About a third of the world's seaborne oil exports passed through the Strait in 2025. - Threatening to BURN any ship that attempts to go through - The Strait of Hormuz is a critical, narrow chokepoint about 90–104 miles (145–167 km) long and 21–60 miles (33–95 km) wide. At its narrowest, it is only 21 miles (33 km) across, with shipping lanes in each direction restricted to just two miles wide to accommodate massive oil tanker traffic, representing about one-fifth of global oil consumption - Meanwhile - lots of production halts - Oil screamed to $115 on Sunday night before cooler heads prevailed AND SPR talk hit the tape. - MISSION ACCOMPLISHED? Just in... - President Trump says "I have ordered the United States Development Finance Corporation to provide, at a very reasonable price, political risk insurance and guarantees for the financial security of all maritime trade, especially energy, traveling through the Gulf. This will be available to all shipping lines. If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible" - BUT, who would even want to take the chance of moving through that area - even if there is insurance? Meanwhile LNG -Daily charter rates for LNG tankers in the Atlantic Basin have surged to over $200,000 per day. - Rates are roughly double levels seen less than a day earlier. - The spike followed Qatar's shutdown of LNG production as the conflict with Iran spread across the region. - The new offer levels are at least three times higher than the most recent assessed LNG tanker rate of $61,500, according to Spark Commodities earlier Monday. - Despite the elevated asking prices, no transactions have yet been confirmed at these levels. You thought that was BAD? - Europe in bad shape with Nat Gas after Qatar halted production (accounts for 20% of global LNG supply) Euro Nat Gas Amazon Data Loss - HEY WHAT ABOUT THIS? - Amazon Web Services said late Monday two of its data centers in the United Arab Emirates and a facility in Bahrain were damaged by drone strikes, taking the facilities offline. - “In the UAE, two of our facilities were directly struck, while in Bahrain, a drone strike in close proximity to one of our facilities caused physical impacts to our infrastructure,” AWS said. “These strikes have caused structural damage, disrupted power delivery to our infrastructure, and in some cases required fire suppression activities that resulted in additional water damage.” - This is an interesting twist on cyber-warfare - WHAT IF? - JSD: How does this impact AI and the world tech flow? Why do/did markets keep climbing? - Global debt climbed to a record $348 trillion at the end of 2025, after nearly $29 trillion was added over the year in the fastest yearly build-up since the pandemic surge - The increase was driven primarily by governments, which accounted for more than $10 trillion of the rise, with the United States, China and the euro area responsible for roughly three-quarters of the jump - Also, margin debt up 30% in 2025 - so there is that... - No wonder there is resilience in these markets... Berkshire News - Earnings from operations totaled $10.2 billion in Q4. That's down more than 29% from $14.56 billion in the year-earlier period. - Insurance underwriting profits dropped 54% to $1.56 billion from $3.41 billion a year prior. Insurance investment income slid nearly 25% from to $3.1 billion from $4.088 billion. - This was the final quarter under Warren Buffett as CEO, who announced he was stepping down at the annual shareholders meeting last May. - Full year overall earnings, meanwhile, fell to $66.97 billion from $89 billion a year prior. - NO Buybacks, bit they still have more that $350B is cash INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Irritating - UBS' top equity strategist dialed back his view on U.S. stocks, citing mounting risks from a weakening dollar, stretched valuations and policy turbulence in Washington. - Andrew Garthwaite, head of global equity strategy at the investment bank, downgraded American equities to “benchmark” in a fully invested global equity portfolio, arguing that the factors that powered years of outperformance are starting to fade. - Market weight - no risk for this guy on the call. Can't lose as will just perform with the benchmark - DUMB Dell Earnings BLOWOUT (Follow up) - Dell reported adjusted earnings of $3.89 per share, exceeding the $3.53 per share expected by analysts surveyed by LSEG. - The company posted $33.38 billion in revenue for the quarter, topping a forecast of $31.73 billion. - Stock up 22% on the news and followed through on Monday - Dell cut quote time to less that a week (prices expire) - Dell expects revenue for its artificial intelligence servers to hit $50 billion in 2027, more than double the year prior. - Much different story from HP that was complaining about input pricing.... Obviously Dell is much smarter at pass-though management of pricing. Jack on the Attack - Financial technology firm Block (XYZ), run by Jack Dorsey began slashing more than 40% of its workforce (4k people) on Thursday, saying in a letter to shareholders that AI tools "have changed what it means to build and run a company." - The AI layoffs came as the Square payment system and Cash App operator matched fourth-quarter earnings estimates, yet Block shares surged after hours. - Evercore ISI analyst Adam Frisch called the layoffs "the seminal moment to date in the AI narrative and how it could transform companies as we know it going forward." - SOOOOOO - AI is responsible for job cuts? ---- SOOOOOO - AI can replace humans and as productivity is enhanced? Duolingo - Duolingo forecast first-quarter and 2026 bookings below expectations on Thursday as it shifts strategy toward faster user growth, a move it said will weigh on bookings growth and profitability this year, sending the company's shares down more 23% after hours last week. - The company plans to roll out more AI-driven speaking tools to free users, reducing friction that previously nudged learners toward paid plans - Poster child of how AI can kill your business? - However, earnings/financials looked pretty good and there is a strategy there that may be beneficial Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS There is a tech pundit whose name be John, Whose sharp takes went late into dawn. He hit pause for some care, But with grit (and repair), Soon he'll be back oh so steady and strong. See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
C1. Guests: Bill Roggio and Ambassador Husain Haqqani Headline: Global Markets Shudder as Oil Surges Past $100 Summary: War in the Middle East has triggered a damaging global economic surge, with oil exceeding $100 per barrel. Panelists discuss Iran's resilient regime and the appointment of late leader's son, Mojtaba Khamenei. (2)2. Guests: Bill Roggio and Husain Haqqani Headline: The Myth of Winning Through Air Power Alone Summary: Experts warn that air power cannot achieve lasting regime change and dismiss "boots on the ground" as politically impossible. They emphasize that Iran has historically resisted Western invaders for 2,000 years. (3)3. Guests: Ernesto Araújo and Alejandro Peña Esclusa Headline: A "New Dawn" as Cuba Negotiates with the White House Summary: Shifting dynamics in Latin America see Cuba entering direct negotiations with the Trump administration as Venezuelan oil subsidies end. The region's turn toward right-wing governments signals a major geopolitical transformation. (4)4. Guests: Ernesto Araújo and Alejandro Peña Esclusa Headline: Brazil's Election and the "Shield of the Americas" Summary: The panel analyzes Brazil's upcoming election where Flavio Bolsonaro is gaining ground against President Lula. They discuss how regional anti-crime initiatives and the war in Iran are influencing South American politics. (5)5. Guest: Malcolm Hoenlein Headline: Iran Launches Cluster Bombs Against Israeli Civilians Summary: Malcolm Hoenlein reports on Iran's use of cluster-bomb warheads against Israeli cities like Haifa. Despite the attacks and financial burdens, 93% of Israelis support the effort to end regional threats permanently. (6)6. Guest: Malcolm Hoenlein Headline: Regional Escalation and the Targeting of Energy Infrastructure Summary: Israel expands operations into Lebanon while Iran targets Azerbaijan's critical energy pipelines. China watches closely as its Middle Eastern oil supplies are threatened by the closing of the Strait of Hormuz. (7)7. Guests: Bill Roggio and David Daoud Headline: Hezbollah's Strategy to Protect the Iranian Regime Summary: David Daoud examines how Hezbollah's attacks aim to divert U.S. and Israeli focus from Tehran. The IDF responds by dismantling Hezbollah's financial institutions and propaganda networks to break their control over Lebanon. (8)8. Guests: Bill Roggio and David Daoud Headline: Psychological Warfare and the Threat of Drone Swarms Summary: Discussion centers on Hezbollah's use of inexpensive drone swarms and "pin pricks" to destabilize the Israeli psyche. Daoud explains these tactics aim to exhaust Israel's economy by making defense financially unsustainable. (9)9. Guests: Bill Roggio and Jonathan Sayeh Headline: Internal Resistance and the Mindset of Young Iranians Summary: Jonathan Sayeh provides insight into young Iranians who view the conflict as liberation from a 50-year occupation. However, he warns that destroying critical infrastructure risks alienating the population and damaging nationalism. (10)10. Guests: Bill Roggio and Jonathan Sayeh Headline: Monitoring the Fog of War in Tehran Summary: Analysts examine Tehran's internal state, noting that foot soldiers are becoming increasingly alienated. They monitor the Basij and regular military for signs of defection while the regime anticipates a ground invasion. (11)11. Guests: Bill Roggio and Edmund Fitton-Brown Headline: Iran's "Nihilistic" Attacks on Neutral Neighbors Summary: Iran has launched self-destructive missile attacks against neutral neighbors like Qatar, Oman, and Turkey. The panel critiques British indecisiveness and the lack of clearly articulated American war objectives. (12)12. Guests: Bill Roggio and Edmund Fitton-Brown Headline: The Question of Regime Change and "Boots on the Ground" Summary: Experts debate if the Trump administration seeks permanent regime change. They discuss the risks of mission creep and the extreme difficulty of empowering internal Iranian insurgencies without a clear roadmap. (13)13. Guests: Bill Roggio and John Hardy Headline: Zelensky Offers Drone Expertise to Counter Iran Summary: President Zelensky offers Ukrainian assistance to counter Iranian drones using battle-tested technology. Meanwhile, Vladimir Putin pledges unwavering support for Iran's new leadership as the conflict increasingly impacts the global stage. (14)14. Guest: Jessica Winkle Headline: Bias and Conflict of Interest in Climate Science Manuals Summary: Professor Jessica Winkle details controversy surrounding the federal judicial manual's climate chapter. She highlights significant conflicts of interest and the use of biased, non-neutral rhetoric intended for judges. (15)15. Guest: Gregory Copley Headline: Assessing the Air War and Global Oil Panic Summary: Gregory Copley evaluates the U.S.-Israeli air campaign against Iranian nuclear and military infrastructure. He notes the potential for the Iranian monarchy's return to rally opposition against the clerical regime. (16)16. Guest: Gregory Copley Headline: Russia and China's Strategic Stakes in the Iran Conflict Summary: The conversation examines how the war impacts Russia's trade corridors and China's primary oil supplies. Copley argues that U.S. air dominance serves as a profound warning to the leadership in Beijing. (17)
Tuesday's episode of The A.M. Update with Aaron McIntire tracks the fluid status of the Iran conflict, where President Trump touts over 5,000 targets struck, massive declines in Iranian missile and drone capabilities, and a potential short-term operation while holding back on devastating infrastructure hits. Conflicting signals emerge on the war's timeline, alongside reports of a new Supreme Leader named amid questions about his status and a regime using a cardboard cutout in ceremonies. Tensions rise with missile incidents near Turkey drawing sharp warnings from Erdogan, potential activation of Iranian sleeper cells abroad, and a dramatic single-day oil price drop from $116 to under $90 per barrel due to safer Strait of Hormuz transit and G7 reserve discussions. Domestic news covers a foiled IED plot by self-radicalized teens in New York linked to terrorism charges, renewed scrutiny on James Talarico with more unearthed comments, an NBC poll showing low favorability for AI and various political figures, a DOJ-Ticketmaster antitrust deal with divestitures and fines, and Qatar's foreign minister publicly expressing deep betrayal over Iran's attacks on Gulf neighbors, prompting analysis of the small nation's long-term triangulation strategy for survival. A.M. Update, Aaron McIntire, Iran war, Operation Epic Fury, President Trump, Mo Taba Khamenei, sleeper cells, oil prices, Strait of Hormuz, Qatar Iran relations, James Talarico, Ticketmaster deal, AI favorability poll, NYPD terrorism plot
This week we talk about Khamenei, Trump, and Netanyahu.We also discuss Venezuela, Cuba, and cartels.Recommended Book: Plagues upon the Earth by Kyle HarperTranscriptAli Hosseini Khamenei was an opposition politician in the lead-up to the Iranian Revolution that, in 1979, resulted in the overthrow of the Shah—the country's generally Western government-approved royal leader—and installed the Islamic Republic, an extremely conservative Shia government that took the reins of Iran following the Shah's toppling.Khamenei was Iran's third president, post-Shah, and he was president during the Iran-Iraq War from 1981-1989, during which the Supreme Leader of Iran, the head of the country, Ruhollah Khomeini sought the overthrow of then Iraqi leader Saddam Hussein. Khomeini died the same year the war ended, 1989, and Khamenei was elected to the role of Supreme Leader by the country's Assembly of Experts, which is responsible for determining such roles.The new Supreme Leader Khamenei was reportedly initially concerned that he wasn't suitable for the role, as his predecessor was a Grand Ayatollah of the faith, while he was just a mid-rank cleric, but the constitution of Iran was amended so that higher religious office was no longer required in a Supreme Leader, and in short order Khamenei moved to expound upon Iran's non-military nuclear program, to expand the use and reach of the Islamic Revolutionary Guard Corps, in-country and throughout the region, and he doubled-down on supporting regional proxies like Hezbollah in Lebanon, the Houthis in Yemen, and Hamas in Gaza, incorporating them into the so-called Axis of Resistance that stands against Western interests in the region—the specifics of which have varied over the decades, but which currently includes the aforementioned Hezbollah and Houthis, alongside smaller groups in neighboring countries, like Shiite militias in Bahrain, and forces that operate in other regional spheres of influence, like North Korea, Venezuela, and at times, portions of the Syrian government.Khamenei also reinforced the Iranian government's power over pretty much every aspect of state function, disempowering political opponents, cracking down on anyone who doesn't toe a very conservative extremist line—women showing their hair in public, for instance, have been black-bagged and sometimes killed while in custody—and thoroughly entangled the functions of state with the Iranian military, consolidating essentially all power under his office, Supreme Leader, while violently cracking down on anyone who opposed his doing whatever he pleased, as was the case with a wave of late-2025, early 2026 protests across the country, during which Iranian government forces massacred civilians, killing somewhere between 3,000 and 35,000 people, depending on whose numbers you believe.What I'd like to talk about today is a new war with Iran, kicked off by attacks on the country from Israel and the United States that led with the killing of Khamenei and a bunch of his higher-up officers, how this conflict is spreading across the region and concerns about that spreading, and what might happen next.—On February 28, 2026, the US and Israel launched a wave of joint air attacks against Iran, hitting mostly military and government sites across the country. One of the targets was Khamenei's compound, and his presence there, above-ground, which was unusual for him, as he spent most of his time deep underground in difficult-to-hit bunkers, alongside a bunch of government and military higher-ups, may have been the rationale for launching all of these attacks on that day, as the attackers were able to kill him and five other top-level Iranian leaders, who he was meeting with, at the same time.This wave of attacks followed the largest military buildup of US forces in the Middle East since the invasion of Iraq back in 2003, and while military and government targets were prioritized, that initial wave also demolished a lot of civilian structures, including schools, hospitals, and the Grand Bazaar in Tehran, leading to a whole lot of civilian casualties and fatalities, as well.In response, Iran launched hundreds of ballistic missiles and drones at Israel, and at US bases throughout the region—these bases located in otherwise uninvolved countries, including Qatar, Bahrain, the UAE, Kuwait, Iraq, Jordan, and Saudi Arabia. Iranian missiles and drones also hit non-military targets, and in some cases maybe accidentally hit civilian infrastructure, in Azerbaijan, and Oman, alongside a British military base on the island of Cyprus.The Iranian president apologized in early March for his country's lashing out at pretty much everyone, saying that there were miscommunications within the Iranian military, and that Iran wouldn't hit anyone else, including countries with US bases, so long as US attacks didn't originate from those bases.Despite that apology, though, Iranian missiles and drones continued to land in many of those neighboring countries following his remarks, raising questions about communications and control within the now-decapitated Iranian military.This new conflict follows long-simmering tensions between Iran and Israel—the former of which has said it will someday wipe the latter from the face of the Earth, considering its existence an abomination—and long-simmering tensions related to Iran's nuclear program, which the government has continuously said is just for civilian, energy purposes, but which pretty much everyone suspects, with a fair bit of evidence, is, in parallel, also a weapons program.Iran's influence throughout the region has been truncated in recent years, due to a sequence of successes by the Israeli military and intelligence services, which allowed them to hobble or nearly wipe out traditional Iranian proxy forces like Hamas, Hezbollah, and the Houthis, which have collectively surrounded and menaced Israel for decades.Those menacing forces more or less handled, Israel has become more aggressive in its confrontations with Iran, exchanging large air attacks several times over the past handful of years, and the US under Trump's second term continues to see Iran as the main opposition to their efforts to build a US-aligned counterbalance against Russian and Chinese influence in the Middle East, with Israel, Saudi Arabia, and increasingly entities like Qatar and the UAE playing ball with the West, while Iran and its allies stand firm against the West.Trump has regularly threatened to act in Iran, usually waiting for the Iranian government to do something really bad, like that recent massacre of civilians following those large anti-government protests in late-2025, early 2026, and that to some degree has served as justification for the massing of US military assets in the region, leading up to this attack.Now that the attack has launched, a new war triggered, the question is how big it will get and how long it will last.For the moment, it looks like Iran's government and military is very much on the back foot, a lot of their assets taken out in that initial wave, and they're still scrambling to put someone in charge to replace Khamenei and those other higher-ups who were assassinated at the outset of this war—that'll likely change soon, maybe even before this episode goes live. But whomever takes the reins will have quite the task ahead of them, probably—according to many analysts, at least—aiming to just hold out until the US runs out of ammunition, which is expected to happen within a week or so, at which point Iran can launch surgical attacks, aiming to make this war too expensive, in terms of money and US lives, for the Trump administration to continue investing in, as money and lives are especially expensive in an election year, which 2026 is. So the idea is to grind the US down until it makes more political sense for Trump to just declare victory and leave, rather than allowing this to become a Vietnam or Afghanistan situation for his administration.It's also generally expected that when the US pulls out, Israel probably will too, as they've already made their point, tallied a bunch of victories, and set Iran back in a lot of ways; they could walk away whenever they like and say they won. And Iran would probably be incentivized to, at that point, avoid doing anything that would lead to more punishment, though they would almost certainly immediately begin rebuilding the same exact centralized, militarized infrastructure that was damaged, the only difference being they would have someone else on top, as the Supreme Leader. Relations could be even worse moving forward, but it would probably be at least a few years before Iran could do anything too significant to their regional enemies, which I guess if you're Israel does, in fact, represent a win.But considering the unlikelihood of permanent change in Iran, the big question here, in the minds of many, is what this war, this attack, is even for.For Israel, the main purpose of any attack against Iran is to weaken or destroy an enemy that has made no secret about wanting to weaken and destroy them. For the US, though, and the Trump administration more specifically, the point of all this isn't as clear.Some contend that this is another effort to steal attention and headlines from the increasingly horrifying revelations coming out of the investigation into the Epstein files, which seem to indicate Trump himself was involved in all sorts of horrible, pedophilic sexual assault activities with the late human-trafficker.Some suspect that the apparent victory in grabbing former Venezuelan president Maduro from his own country and whisking him away to the US without suffering any US casualties has emboldened Trump, and that he's going to use the time he's got to take out anyone he doesn't like, and may even specifically target authoritarian leaders who will not be missed—who oppress and kill their own people—because then it's difficult for his political opponents to call him out on these efforts.Most Venezuelans are happy to see Maduro gone, and many Iranians celebrated when Khamenei was assassinated. Trump has publicly stated that he intends to go after Cuba, next, and continues to suggest he wants a war of sorts with Mexican and south and central American cartels, which follows this same pattern of demonstrating a muscular, aggressive, militarized United States doing whatever it wants, even to the point of kidnapping or assassinating foreign leaders, but doing so in a way that is difficult to argue against, because the leaders and other forces being taken out are so horrible, at times to the point of being monstrous, that these acts, as illegal as they are according to internal laws, can still seem very justified, through some lenses.Still others have said they believe this is purely an Israeli op, and the US under Trump is just helping out one of Trump's buddies, Israel's Netanyahu, who wants to keep his country embroiled in war in order to avoid being charged for corruption.The real rationale could be a combination of these and other considerations, but the threat here, regionally, is real, especially if Iran continues to lash out at its neighbors.This part of the world is renowned for its fuel reserves and exports, and every time there's a Middle Eastern conflict, energy prices rise, globally, and other nations that produce such exports, like Russia, benefit financially because they can charge more for their oil and gas for a while—gas prices in the US have already increased by 14% over the past week as a result of the conflict—and those increases also then the raises the price of all sorts of other goods, spiking inflation.Another huge concern here, though, is that this part of the world is highly reliant on the desalination of water just to survive; massive desalination plants, most located along the coast, where they are very exposed to military threats, are at risk if Iran and Saudi Arabia, or Kuwait, or Oman start firing at each other in earnest.About 90% of Kuwait's drinking water comes from these sorts of plants, and about 86% of Oman's and 70% of Saudi Arabia's do, as well.Earlier in this war, a US strike damaged an Iranian desalination plant, and the Iranian foreign minister made a not-so-veiled threat against such plants in neighboring countries, saying the US set the precedent of attacking such infrastructure, not them.Worth noting here, too, is that many desalination plants are attached to power stations, located within the same facility, so attacks on power infrastructure, which are already common in any conflict, could also lead to more damaged desalination plants, all of which could in turn create massive humanitarian crises, as people living in some of the hottest, driest parts of the world find themselves, in the millions, without drinkable water.The potential for a spiraling humanitarian disaster increases with each passing day, then, which would seem to increase the likelihood that someone will stop, declare victory, and move on to the next conflict. But there's always the chance the one or more of the involved forces will clamp down and decide that it's in their best interest to keep things going as long as possible, instead—and in this case, it would likely be Iran playing that role, locking the US and Israel and their allies into a grinding, long-term conflict that no one would actually win.Show Noteshttps://en.wikipedia.org/wiki/Axis_of_Resistancehttps://en.wikipedia.org/wiki/Death_and_state_funeral_of_Ruhollah_Khomeinihttps://en.wikipedia.org/wiki/2026_Iran_massacreshttps://en.wikipedia.org/wiki/Ali_Khameneihttps://en.wikipedia.org/wiki/Assassination_of_Ali_Khameneihttps://www.eurasiareview.com/08032026-strikes-continue-despite-iranian-presidents-apology/https://www.reuters.com/world/europe/trump-rejects-settling-iran-war-raises-prospect-killing-all-its-potential-2026-03-08/https://www.reuters.com/world/us/irans-retaliation-began-us-officials-scrambled-arrange-evacuations-2026-03-07/https://www.reuters.com/world/middle-east/mapping-crisis-iran-visual-explainer-2026-03-06/https://apnews.com/live/iran-war-israel-trump-03-08-2026https://apnews.com/article/iran-israel-us-march-8-2026-f0b20dbffaea9351ae1e54183ffe53ffhttps://apnews.com/article/iran-war-desalination-water-oil-middle-east-12b23f2fa26ed5c4a10f80c4077e61cehttps://apnews.com/video/trump-says-us-will-turn-attention-to-cuba-after-war-with-iran-91c3f239c18349fdb409f901c50b7e71https://www.nytimes.com/live/2026/03/08/world/iran-war-trump-israel-lebanonhttps://www.nytimes.com/2026/03/08/us/politics/trump-russia-ukraine-iran-war.htmlhttps://www.nytimes.com/2026/03/07/us/politics/iran-war-first-week.htmlhttps://www.nytimes.com/interactive/2026/03/08/opinion/iran-war-ayatollah.htmlhttps://en.wikipedia.org/wiki/2026_Iran_war This is a public episode. 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C dans l'air du 10 mars 2026 - Pétrole : la flambée qui fait peur à TrumpLa guerre est « quasiment finie », a affirmé Donald Trump hier lors de sa première conférence de presse depuis le début de l'opération américaine-israélienne en Iran. « Une petite incursion », a-t-il dit, et tant pis s'il contredit le Pentagone, qui a écrit sur son compte X que « le combat ne fait que commencer ». « Ils n'ont plus de marine, plus de moyens de communication, plus d'armée de l'air. Leurs missiles sont dispersés. Leurs drones sont détruits de toutes parts, y compris leurs usines de fabrication. Si vous regardez bien, il ne leur reste plus rien. Militairement, il ne leur reste plus rien », a détaillé le président américain.Les propos de Donald Trump ont fait instantanément chuter les cours de l'or noir, qui flambaient depuis le matin, et remonter les marchés. Mais pour combien de temps ? Alors que les bombardements israéliens se poursuivent sur l'Iran, Téhéran a promis que plus aucune goutte de pétrole ne sortirait du Moyen-Orient « jusqu'à nouvel ordre ». Les efforts « pour réduire et contrôler le prix du pétrole et du gaz seront ponctuels et vains. En temps de guerre, le commerce est tributaire de la sécurité régionale », a ajouté le porte-parole des Gardiens de la Révolution. « L'Iran n'a pas peur de vos menaces vides. Des plus puissants que vous ont essayé d'éliminer la nation iranienne et n'ont pas réussi. Faites attention à ne pas être éliminé vous-même ! », a écrit Ali Larijani, le chef du Conseil suprême de sécurité nationale iranien. Le ministre des Affaires étrangères iranien a averti de son côté que Téhéran « déciderait de la fin de la guerre » et que les forces armées iraniennes étaient prêtes « à poursuivre les frappes de missiles (…) aussi longtemps que nécessaire et chaque fois que cela sera nécessaire ». Plusieurs explosions ont eu lieu aujourd'hui à Doha, au Qatar, à Abou Dhabi ou contre les Kurdes iraniens.« Si l'Iran devait arrêter les flux de pétrole du détroit d'Ormuz, il serait attaqué encore vingt fois plus fort », a répliqué dans l'après-midi le secrétaire à la guerre américain Pete Hegseth. L'ONU, de son côté, a dit son inquiétude quant aux conséquences économiques des perturbations du trafic maritime dans cette artère essentielle pour le commerce mondial de l'énergie et mis en garde contre les effets de cette situation sur les marchés internationaux et, en particulier, sur les pays en développement.Lundi, depuis le porte-avions Charles-de-Gaulle, posté au large de la Crète, le président de la République avait affirmé que la France se préparait à un conflit au Moyen-Orient susceptible de « durer ». Il avait également annoncé que la France préparait une mission « purement défensive » pour « rouvrir » le détroit d'Ormuz.Alors quelle est la stratégie américaine ? Le régime iranien a-t-il vraiment les moyens de bloquer durablement ce passage clé du commerce mondial ? La marine française dans le détroit d'Ormuz ? Que sait-on du nouveau guide suprême Mojtaba Khamenei ? Quelle est la situation au Liban ?Experts :- Général Dominique TRINQUAND - Ancien chef de la mission militaire française auprès de l'ONU, auteur de « D'un monde à l'autre »- Lucas MENGET - Grand reporter, spécialiste des relations internationales- Isabelle LASSERRE - Correspondante diplomatique - Le Figaro - Alexandra SCHWARTZBROD - Directrice adjointe de la rédaction – Libération, co-auteure de Les pins de Rechmaya - Sonia DRIDI (Duplex à Washington) - Correspondante aux États-Unis - LCI et France 24
Jimmy and comedian, writer and actor Rick Overton light into Jon Stewart for recycling Islamophobic "72 virgin" jokes from the Iraq War era to mock Iran's response to U.S. aggression, accusing him of pushing war propaganda while ignoring critical facts. They detail how Iran only attacked U.S. military bases that were being used to bomb Iran, while Israel is simultaneously attacking Saudi Arabia, Qatar, and Lebanon—facts Stewart omits to paint Iran as irrational. Jimmy points out that Israeli agents were arrested in Gulf countries for planning bombings, confirming that Israel is actively trying to drag the region into a wider war, which former Israeli Prime Minister Ehud Olmert admits Israel wants. Jimmy and Rick conclude by noting Stewart's brother, Larry Leibowitz, was a top executive at the New York Stock Exchange, suggesting a conflict of interest that explains his silence on Wall Street and willingness to toe the establishment line on wars, Ukraine, and COVID. Plus segments on Candace Owens and Tucker Carlson eviscerating Piers Morgan over the Iran war, the likelihood that Gulf Coast states will crater the US economy and Trump's unhinged pledge to protect shipping through the Strait of Hormuz. Also featuring Stef Zamorano, Dennis Kucinich and Mike MacRae. And a phone call from Hillary Supporter!
11. Guests: Bill Roggio and Edmund Fitton-Brown Headline: Iran's "Nihilistic" Attacks on Neutral Neighbors Summary:Iran has launched self-destructive missile attacks against neutral neighbors like Qatar, Oman, and Turkey. The panel critiques British indecisiveness and the lack of clearly articulated American war objectives. (12)1953 MOSSADEQH TRIAL
As the US and Israel's war on Iran enters its second week, concerns are rising about surging oil prices.Crude has jumped above $100 a barrel and stock markets slumped over the escalating US-Israeli war with Iran. What are the effects likely to be?Also in the programme: We'll profile Iran's new Supreme Leader, the son of the former cleric; we'll hear how the war is affecting daily life in the Gulf state of Qatar; and how the master artists of ancient Egypt may have invented correction fluid.(Photo shows smoke rising following a strike on the Bapco Oil Refinery on Sitra Island in Bahrain on 9 March 2026. Credit: Reuters)
The late Ayatollah's hardline son, Mojtaba Khamenei, is Iran's new supreme leader. It's a choice which could lead to an escalation with Washington. The Iran war drives oil prices above $100 a barrel. Gas prices soar too, after Qatar stops LNG exports. Republican voters say they stand by Trump's war for now, but they've got a red line: American boots on the ground. And campaigners urge Australia to give the Iranian women's soccer team refuge. Listen to the Morning Bid podcast here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
The global situation is rapidly escalating as President Donald Trump unleashes unprecedented military force in response to rising tensions with Iran.In this discussion, political commentators break down several major developments shaping the conflict:• Trump's reported decision to remove Kristi Noem while giving her a “soft landing” politically• Rising oil prices and global economic impacts following the conflict• Major military milestones in the Middle East, including new deployments and advanced weapon systems• The first use of certain combat tactics and technologies in the current war• Reactions from global powers like Xi Jinping in China and Vladimir Putin in Russia• The potential impact on Taiwan Strait tensions and the Ukraine war led by Volodymyr ZelenskyySupport from several Middle Eastern countries, including Jordan, Kuwait, the United Arab Emirates, Oman, Qatar, and Bahrain is also being discussed as alliances shift in real time.Is this a decisive moment in global geopolitics?Or the beginning of a much larger global conflict?Watch the full breakdown and analysis.#trumpadministration #IranWar #USMilitary #MiddleEastConflict #BreakingNews #Geopolitics #WorldNews #MilitaryStrategy #GlobalPolitics#TrumpAdministration #NewsAnalysis #InternationalRelations➡️ Join the Conversation: https://GeneValentino.com➡️ WMXI Facebook Page: https://www.facebook.com/NewsRadio981➡️ More WMXI Interviews: https://genevalentino.com/wmxi-interviews/➡️ More GrassRoots TruthCast Episodes: https://genevalentino.com/grassroots-truthcast-with-gene-valentino/➡️ More Broadcasts with Gene as the Guest: https://genevalentino.com/america-beyond-the-noise/ ➡️ More About Gene Valentino: https://genevalentino.com/about-gene-valentino/
In the immediate aftermath of the US-Israel strikes on Iran, Prime Minister Mark Carney came out with a declaration of support, which later developed into what he calls a 'regretful' position due to the lack of international order. So what exactly is Canada's position? And what would military involvement mean for Canada? Host Maria Kestane speaks with Dr. Alexander Salt, a post-doctoral fellow at the Canadian Global Affairs Institute to discuss Carney's developing messages towards the conflict in Iran, and how Canada could be dragged into the war as a result of Trump's 'plans'. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky
UNICEF: Mradi wa Elimu Kwa Waliokosa warejesha matumaini kwa mtoto wa kikeNchini Tanzania Mpango wa Elimu Kwa Waliokosa au MEMKWA umemwezesha msichana mmoja kuweza kupata haki yake ya msingi ya elimu na kisha kuwa na matumiani ya kutimiza ndoto yake ya kuwa nesi au muuguzi. Simulizi ya Assumpta Massoi inafafanua kisa hicho kupitia video ya shirika la Umoja wa Mataifa la kuhudumia watoto, UNICEF nchini humo.(Taarifa ya Assumpta Massoi)Nats.. 00'00 – 00'14” (Kwa majina naitwa…. Wanaenda shule)Tupo wilaya ya Kasulu, mkoani Kigoma, kaskazini-magharibi mwa Tanzania Sanita huyo alishindwa kuendelea na masomo kwa kukosa vifaa vya shule.(Sauti ya Sanita)Amerejea shuleni kupitia mradi wa MEMKWA uliotambua kuwa zaidi ya watoto milioni 2 wenye umri wa kuwa shule ya msingi nchini Tanzania hawako shuleni hivyo serikali kwa kushirikiana na wadau UNICEF na serikali ya Qatar wakafanikisha MEMKWA.Tangu mwaka 2022 zaidi ya watoto elfu 98 katika mikoa 3 ya Tanzania ikiwemo Kigoma, wamenufaika na MEMKWA.Nats…(Darasani) 0'30-0'36” (Shikamoo mwalimu…….la mstatili)Sasa tumo darasani na Sanita ni miongoni mwa wanafunzi. Rashid, mwalimu wa Sanita anaelezea.(Sauti ya Rashid- Mwalimu wa Sanita)Sanita anakwenda ubaoni kujibu swali. Mwalimu anauliza..Nats.. 1'00” – 1'03” (Ameweza, haya tumpigie makofi….fx makofi)Sanita anafunguka..(Sauti ya Sanita)Kitendo cha Sanita kupata haki ya elimu kinamwezesha hata Rhoedesia ambaye ni mama mzazi wa Sanita kuwaza mustakabali wa binti yake.(Sauti ya Rhoedesia) 1'11” -1'20” (NInavyomuona mwanangu anaenda…. ili apate kazi)Mwalimu Rashid anatamatisha na tathmini ya mradi wa MEMKWA na ombi mahsusi.(Sauti ya Mwalimu Rashid)
Rassegna stampa economico-finanziaria del 9 Marzo 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Investimenti e MercatiTestate: Corriere della Sera (L'Economia), la Repubblica (Affari&Finanza), Il Sole 24 Ore * Ambienta raggiunge i 5 miliardi di masse gestite: La società di private equity guidata da Nino Tronchetti Provera ha completato oltre 100 investimenti in 19 anni. Tra le ultime operazioni spicca l'acquisizione del 70% della bergamasca Pieco (depurazione acque), che ha quintuplicato i ricavi a 20 milioni di € in tre anni. L'obiettivo è raddoppiare gli asset a 10 miliardi di € entro tre anni per sbarcare negli USA. * Legge Capitali e incertezze sulla governance: Il nuovo sistema di voto per i CdA (voto singolo sui candidati) è criticato per l'imprevedibilità degli esiti. Il rischio segnalato è una minore trasparenza che potrebbe penalizzare l'interesse dei fondi esteri verso il mercato italiano. * Reazione dei mercati alla crisi in Iran: Lo Stoxx Europe 600 ha perso il 5,55% dall'inizio delle ostilità, bruciando circa 918 miliardi di € di capitalizzazione. Insieme a Wall Street, le perdite globali superano i 2.000 miliardi di $.Industria e TecnologiaTestate: Corriere della Sera (L'Economia), La Stampa, Il Messaggero * L'AI potenzia gli studi legali: Secondo il report Future Ready Lawyer 2026, il 92% dei professionisti legali utilizza già strumenti di AI. L'impatto sul business è significativo: il 52% degli studi ha registrato un aumento dei ricavi, con punte di crescita del fatturato tra l'11% e il 20%. * Droni autonomi per la Ocean Economy: La startup Mirai Robotics ha raccolto 3,5 milioni di € (round pre-seed) per sviluppare veicoli marini a guida autonoma lunghi 9 metri. Il sistema punta a gestire il pattugliamento costiero e l'ispezione di infrastrutture critiche sottomarine. * Export italiano nel Golfo: Le vendite di macchinari, metalli e software verso Arabia Saudita, Emirati e Qatar valgono circa 21 miliardi di €. La meccanica strumentale rappresenta il 30% del totale esportato nell'area.Fisco e NormativaTestate: La Stampa, la Repubblica, Il Sole 24 Ore * Emergenza Accise e caro-carburante: Con il greggio che ha toccato quota 100-102 $ al barile, il Governo valuta un decreto per attivare le "accise mobili". Il meccanismo prevede uno sconto fiscale automatico finanziato dall'extragettito IVA: in uno scenario con Brent a 105 $, il risparmio stimato sarebbe di 4,7 cent/€ sulla benzina e 7,5 cent/€ sul diesel. * Riforma della Giustizia e Referendum: Confermate le date del 22 e 23 marzo per il voto confermativo (senza quorum) sulla separazione delle carriere. Il provvedimento prevede la creazione di due distinti Csm e un'Alta Corte disciplinare con membri estratti a sorte. * Taglio alla Burocrazia PNRR: L'Italia deve semplificare ancora 170 procedure entro giugno 2026 per rispettare gli impegni europei. Attualmente sono 430 le procedure già snellite. Il costo della burocrazia per le imprese italiane è stimato in 43 miliardi di € all'anno.Banche e CreditoTestate: la Repubblica (Affari&Finanza) * Stallo sulle fusioni bancarie europee: Nonostante utili robusti e 300 miliardi di € distribuiti agli azionisti dal 2022, le aggregazioni transfrontaliere restano bloccate da difese nazionali e veti politici. * Il caso UniCredit e Commerzbank: La banca guidata da Andrea Orcel detiene circa il 26-30% dell'istituto tedesco, ma l'opposizione politica a Berlino frena l'integrazione per proteggere il finanziamento al Mittelstand.Energia e GeopoliticaTestate: Corriere della Sera, La Stampa, Il Messaggero * Effetto Hormuz e sicurezza del gas: Lo Stretto di Hormuz gestisce il 20% della domanda globale di petrolio e gas liquefatto (GNL). Il Qatar copre il 40% delle importazioni italiane di GNL. Un'interruzione prolungata richiederebbe di deviare carichi dagli USA, con un conseguente aumento strutturale dei costi energetici. * Nuovo assetto in Iran: Mojtaba Khamenei (56 anni) è stato nominato nuova Guida Suprema dopo l'uccisione del padre Ali. La nomina è avvenuta sotto la spinta dell'ala radicale dei Pasdaran. * Escalation Militare: In nove giorni di conflitto si stimano circa 1.400 morti in Iran. Gli USA hanno speso oltre 11 miliardi di $ per le operazioni belliche iniziali.Lavoro e FormazioneTestate: La Stampa * Peso economico del lavoro di cura: Per il 33,8% delle famiglie italiane, la spesa per l'assistenza (anziani e disabili) supera il 30% del reddito mensile. Nel 53,8% dei casi, l'assenza di supporto porta le donne della famiglia a ridurre o abbandonare l'attività lavorativa.Executive Takeaway (Insight per C-suite) * Rischio Supply Chain Energetica: La dipendenza italiana dal GNL del Qatar (40%) espone il Paese a shock di prezzo immediati se la crisi di Hormuz dovesse protrarsi oltre le 4 settimane, con previsioni di petrolio a 150 $/barile. * AI come Driver di Margine: L'adozione dell'AI generativa nel settore professionale (legale/consulenziale) non è più opzionale, con aumenti documentati dei ricavi fino al 20% e risparmi di tempo settimanali del 10-20%. * Incertezza Normativa sui Capitali: Le nuove regole sulle liste dei CdA introducono un fattore di opacità che potrebbe scoraggiare gli investitori istituzionali esteri, richiedendo un coordinamento strategico preventivo tra i soci. * Resilienza della Globalizzazione: Nonostante i conflitti e i dazi (interscambio USA-Cina ridotto di 1/3 nel 2025), il commercio globale di servizi continua a crescere (+5% nel 2025), suggerendo che le rotte commerciali sono più adattabili della narrazione politica. * Drenaggio di Talento Femminile: Il deficit strutturale nei servizi di cura impone una "tassa occulta" del 30% sul reddito delle famiglie e continua a erodere la forza lavoro femminile, rappresentando un limite alla crescita del PIL nazionale.
In this episode of The Writing Life Podcast, novelist, poet and Associate Professor of Creative Writing Sam Meekings shares the process behind writing his latest book, Wonder and Loss: A Practical Memoir for Writing about Grief, which interweaves memoir and his personal journey through grief with practical guidance and insight on how to write about it. Sam Meekings is a British novelist and poet. He is the author of Under Fishbone Clouds (called 'a poetic evocation of the country and its people' by the New York Times) and The Afterlives of Doctor Gachet. He currently works as an Associate Professor of Creative Writing at Northwestern University in Qatar, and has spent the last few years living and working in China and the Middle East. He balances his time between teaching, research, raising two kids as a single father, and drinking copious cups of tea. Sam sat down with Steph for a candid and insightful discussion about writing as therapy, the importance of intention and of setting boundaries, the role of vulnerability, and of embracing the unknown when undertaking a writing project which draws upon lived, painful experiences. There is also lots of room for wonder, magic and play!
外務省、東京都千代田区外務省は9日、米・イスラエルとイランの戦闘激化を受け、カタールの首都ドーハから邦人208人がサウジアラビアの首都リヤドへ陸路で退避したと発表した。 Japan's Foreign Ministry said Monday that 208 Japanese nationals have been evacuated from Doha, the capital of Qatar, to Riyadh by land amid the growing conflict between U.S.-Israeli forces and Iran.
Former Iranian President Ahmedinejad: “Iran's Secret Service had established a unit to target Mossad agents within Iran. However, the head of this unit turned out to be a Mossad operative himself, along with 20 other agents.”There is a video of Iranian woman CELEBRATING their freedom, and below it are American women PROTESTING it. Imagine having NO understanding of a subject, and being so against it you're will to protest. Iranian Gen. Sardar Jabbari says the missiles fired so far are outdated and warns, “soon we will unveil weapons you have never seen before.”Muslim countries that support today's U.S strike on Iran: Kuwait, Saudi Arabia, Qatar, Turkey, UAE, Bahrain Muslim countries that DO NOT support today's U.S. strike on Iran: France, United KingdomOilfield Rando:I dunno man seems like wars are super easy when the objective is to win and not launder a trillion dollars to your friends in the DC-VA-MD area for decadesMatt Van Swol:So let me just get this straight…Leftists:12 months ago - Ukrainian flags9 months ago - Palestinian flags6 months ago - Mexican flags1 month ago - Venezuelan flagsNow - Iranian flagsWHAT ON EARTH?????!!!!!! Do Leftists literally stand for EVERY COUNTRY but America????? Joe McKaneIranians are burning mosquesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Last weekend saw the United States and Israel airstriking Iran, with Iran retaliating with strikes on Israel, Qatar, the United Arab Emirates, Saudi Arabia, Bahrain, Jordan, and Kuwait. The New Zealand government put out a press release soon after, condemning Iran for the strikes and for protest crackdown earlier this year. While the press release and later communications from the government have called for all parties to follow international law, the government has offered little in criticism of the United States and Israel's bombings. Prime Minister Christopher Luxon, when asked if the strikes were legal, said it would be up to each country to provide a justification. This past week also saw a new policy from the government that would look to reclaim ACC payments from those already receiving welfare payments. ACC claimants usually receive funding to support their inability to work, however those on the benefit will already be receiving such funds regardless. While there is cross-party support for a change that would remove this “double dipping”, the policy would also charge back some of those who have already benefited from this loophole. The move has been criticised by opposition MPs, who say creating debt for already marginalised or vulnerable groups is unfair and morally questionable. For our weekly catchup with the ACT Party's Simon Court, News Director Castor asked about the New Zealand government's stance on conflict in the Middle East and issues with this new ACC policy change, beginning on the Middle East.
The Ministry of Foreign Affairs' SafeTravel says it's contacted Kiwis in Bahrain, Kuwait, Qatar and United Arab Emirates, who've said they need help getting out of the region. Aucklander Uday Singh, who has lived in Dubai in the United Arab Emirates for more than a decade, spoke to Ingrid Hipkiss.
« Jusqu'où Trump ira-t-il dans cette dangereuse aventure ? » se demande le Nouvel Obs. « Espère-t-il vraiment abattre le régime des mollahs, ou le vassaliser sur le modèle vénézuélien après avoir brandi le scalp de Khamenei ? Le plus terrifiant, estime l'hebdomadaire, est que lui-même ne semble pas le savoir (…) en méprisant à la fois le droit international, le Congrès américain et le sort réel des Iraniens, Trump se comporte une fois de plus comme un shérif brutal à la logique court-termiste ». Incertitude donc, résumée en quelques mots par le Canard enchaîné : « On frappe d'abord et pour les suites on voit après », « un après qui n'a pas fini d'inquiéter », remarque l'hebdomadaire satirique. Prestigieux trophée Pour l'heure, c'est Benyamin Netanyahu qui semble être le plus à même d'exploiter la situation. Il est même « le grand gagnant », estime l'Express, car « il a l'opportunité de se débarrasser de la menace existentielle iranienne, tout en préservant son avenir politique ». En effet, poursuit l'hebdomadaire, « le 7 octobre fut à la fois un désastre du renseignement israélien – dont Netanyahu n'a toujours pas répondu – et une opportunité pour se débarrasser de "l'axe de la résistance" centré autour de Téhéran ». Car, ajoute l'Express, « plus de deux ans après le jour le plus tragique de l'histoire d'Israël, le bilan de Tsahal et du Mossad est spectaculaire : le Hamas a été décimé, Hassan Nasrallah, charismatique chef du Hezbollah, tué par une frappe, le dictateur syrien Bachar el-Assad est en exil à Moscou. Avec la mort de Khamenei, Benyamin Netanyahu vient d'obtenir son plus prestigieux trophée ». De plus, assure l'Express, « la population israélienne est très majoritairement prête à des sacrifices pour se débarrasser d'une menace existentielle ». La position de Donald Trump est moins confortable, remarque l'hebdomadaire : il avait promis à ses électeurs « d'en finir avec "les guerres éternelles" ». De plus, assure l'Express, « si le prix du pétrole s'envole durablement, Trump aura à répondre à son électorat, très sensible au coût de la vie ». Situation inconfortable Quel rôle la France peut jouer dans cette nouvelle guerre au Moyen-Orient ? « Peut-elle rester à l'écart ? » se demande Marianne, qui rappelle que « la France n'a pas été informée. Encore moins associée. Les frappes israélo-américaines contre l'Iran (…) ont ouvert une séquence que Paris découvre tout en subissant les effets, à mesure que le conflit s'étend à l'ensemble des pays du Golfe Persique. « Une mise à l'écart », souligne Marianne (…) En clair, Washington décide seul ». Problème, poursuit l'hebdomadaire : « la France est pleinement engagée dans la région », présente dispose de plusieurs bases, aux Émirats arabes unis, en Jordanie, ou encore au Qatar. « La France marche sur un fil », estime de son côté la Tribune Dimanche. « Elle oscille entre prudence stratégique et impuissance assumée ». Le journal remarque, lui aussi, que « le président de la République, a d'abord été tenu distance du déclenchement des frappes. Preuve s'il en fallait une, du déclassement relatif de Paris dans les cercles de décision », ajoute la Tribune Dimanche qui résume en quelques mots la position de la France : « dialogue, désescalade, diplomatie ». Mais le journal pose cette question : « Ces mots suffisent-ils dans un contexte international dominé par la polarisation et la brutalité ? » Écologistes En France, le premier tour des élections municipales aura lieu dimanche prochain et plusieurs questions mobilisent la presse. Tout d'abord, celles qui concernent les écologistes. « En 2020 », rappelle le Nouvel Obs, « une vague inattendue avait peint en vert de grandes métropoles (Lyon, Bordeaux ou encore Strasbourg). « Un mandat plus tard, constate l'hebdomadaire, les enquêtes d'opinion convergent : plusieurs de ces élus affrontent des vents contraires (…) » Que s'est-il passé ? « Les intéressés, explique l'hebdomadaire, évoquent "quelques problèmes de méthode - un pont trop vite fermé à la circulation, des aménagements temporaires mal compris" ». « Ils n'ont pas été aidés, non plus, souligne le Nouvel Obs, par la dégradation de l'image des écolos, savamment orchestrée par la droite et l'extrême droite ». « Vous voulez que ça change ? » À Paris, les projecteurs sont braqués sur Rachida Dati. Elle vient tout juste de quitter son poste de ministre de la Culture, pour entamer sa campagne. Le Point l'a suivie dans ses pérégrinations, admirant son habileté et son contact avec ses électeurs potentiels : « Vous voulez que ça change ? Nous aussi ! Je compte sur vous »… Ici ou là, « un petit mot, un compliment, une blague », constate le Point. « Elle fait elle-même les questions et les réponses : "Et votre maire d'arrondissement, vous le voyez de temps en temps ? Eh non, bien sûr"». Pour le moment, Rachida Dati est devancée dans les sondages par Emmanuel Grégoire, candidat de la gauche unie (hors la France Insoumise), mais si l'on en croit le Point, l'ex-ministre n'en doute pas : « Personne d'autre qu'elle n'a l'envergure pour s'installer dans le fauteuil d'Anne Hidalgo à la fin du mois ».
The Venezuelan Financial Controls are Moving to Iran Next - and this will help end the war, and give the Iranian people more control. Over 2 billion dollars a year will not be going to proxy fighters, and that could go right back into the Iranian people's interests. Improving their country. Hang on while we go through how. A comprehensive overview of the interconnected geopolitical, energy market, and financial aspects of the current energy crisis, with a particular focus on the Middle East tensions and their global implications.Based on the analysis, here are the main topics discussed in this transcript:1. Middle East Geopolitical Tensions The transcript centers heavily on escalating conflicts involving the US, Israel, and Iran. It covers drone attacks on critical energy infrastructure in the region and discusses how these tensions are destabilizing the area, particularly around the strategically important Strait of Hormuz.2. Global Energy Market Disruptions A significant focus is on how Middle East instability is rippling through global oil and LNG markets. The discussion includes rising oil prices, potential LNG shortages (especially from Qatar), and how major energy consumers like China and India are responding by diversifying their energy sources, particularly increasing purchases from Russia.3. Financial and Hedging Strategies in Energy Sectors The transcript explores the complex financial mechanisms used by oil and gas companies to manage risk. It examines how current market volatility is affecting their cash flows, profitability, and hedging practices during this period of uncertainty.4. US Government Policy and Energy Control There's substantial discussion of US government actions—particularly under the Trump administration—including sanctions, financial controls, and strategic efforts to influence global energy market dynamics and geopolitical outcomes.5. Broader Geopolitical and Economic Consequences The transcript addresses wider implications of the energy crisis, including potential deindustrialization of Europe, shifts in energy trade flows toward Asia, and fundamental geopolitical realignments resulting from these energy market changes.The Stories we covered on today's Podcast on Energynewsbeat.co1.The Oil and Gas Markets are Changing for Peace and Supporting the US Dollar2.Fire Engulfs Shahr-e Rey Oil Refinery in Southern Tehran: Israeli Strikes Target Iran's Energy Infrastructure3.Iran Conflict Sets the LNG Markets on End: What Does This Mean for the Market, Investors, and Consumers?4.Russia Following the Money: Shifting Gas and Oil Sales to Asia5.The U.S. Merchant Marine Fleet Needs an Update6.Iran-Linked Ships Transit as Others Wait for Insurance7.US Oil Rig Count UP as WTI Moves UP to $92.21Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/
Rassegna stampa economico-finanziaria dell'8 Marzo 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali. Banche, Mercati e NomineTestate: la Repubblica / Sole 24 Ore / Corriere della Sera * Consob: Inizia la reggenza di Chiara Mosca dopo la scadenza del mandato di Paolo Savona (8 marzo). La nomina del successore (ipotesi Federico Freni) è in impasse per veti politici. * Corporate Governance: In agenda assemblee rilevanti per i rinnovi dei vertici di Eni, Enel, Poste e Leonardo; l'orientamento del governo è per la conferma degli Amministratori Delegati uscenti. * Borsa Spa: Rischio di scontro legale tra CDP ed Euronext per il rinnovo dell'AD Fabrizio Testa. * MPS: Cresce la tensione sulla verità del caso David Rossi mentre la banca gestisce la propria uscita dalla crisi.Energia e GeopoliticaTestate: Corriere della Sera / la Repubblica / La Stampa / Il Messaggero / Il Giornale * Crisi del Golfo e Hormuz: Lo Stretto di Hormuz, dove transita il 20% del petrolio globale e il 90% del GNL asiatico, è in una fase di blocco sostanziale. * KPI Idrocarburi: * Petrolio: Il WTI è salito del 36% in una settimana a 90,9$, il Brent ha toccato i 92,7$ (+28%). Analisti prevedono il superamento di quota 100$ al barile. * Gas: Quotazioni al TTF di Amsterdam salite del 50-67% in una settimana, raggiungendo i 52,8 €/Mwh. * Sicurezza Alimentare: Il Golfo esporta il 14,4% dei fertilizzanti mondiali (urea al 45% della produzione globale). L'urea è rincarata del 26% in una settimana (600$/t). * Scenario Bellico: Documenti dell'intelligence USA (NIC) ritengono "improbabile" che il conflitto porti al collasso del regime iraniano.Fisco, Normativa e DifesaTestate: Il Messaggero / Sole 24 Ore / Corriere della Sera * Accise Mobili: Il Governo valuta un decreto per attivare le accise mobili, utilizzando l'extra-gettito IVA per ridurre l'imposta sui carburanti di circa 6-7 centesimi. * Lotta all'Evasione: Piano Gdf 2026 contro le "Partite IVA apri e chiudi". Target: chiusura di 9.000 posizioni nel 2026 (9.500 nel 2027). Scoperta frode da 5 miliardi € a Senigallia con 433 società cartiere. * Difesa Servizi: Trasformazione in holding della società in-house della Difesa per valorizzare gli asset e investire in IA e Quantum Computing. * PNRR: Emendamento per prorogare i contratti cloud e digitali, con incremento dei valori massimi fino al 50% e stanziamento di 100 milioni €.Industria, Automotive e LavoroTestate: la Repubblica / La Stampa / Il Messaggero * Impatto Imprese: La CGIA di Mestre stima un costo della guerra di 10 miliardi € per le aziende italiane nel 2026 (7,2 mld elettricità, 2,6 mld gas). La Lombardia è la regione più colpita con 2,3 mld di costi aggiuntivi. * Carburanti: Il gasolio ha superato i 2 €/litro in autostrada. Per il settore autotrasporto, si stimano costi aggiuntivi di 11.000 € per singolo autocarro. * Pharma: Il Gruppo Menarini chiude il 2025 con fatturato di 4,89 miliardi € (+6%). Sospeso l'investimento per il nuovo stabilimento di Firenze: i costi sono quasi raddoppiati, passando da 150 a 300 milioni €. * Semiconduttori: Il blocco delle forniture di elio e gas rari dal Qatar mette a rischio la filiera dei chip in Asia (Samsung, SK Hynix).Politica e Riforme (Referendum)Testate: Corriere della Sera / la Repubblica / La Verità / Il Fatto Quotidiano * Referendum Giustizia (22-23 marzo): Scontro frontale sulla separazione delle carriere e la riforma del CSM. Marina Berlusconi sostiene il "Sì" per una giustizia "terza"; l'opposizione e costituzionalisti (Enzo Cheli) paventano un indebolimento del potere giudiziario. * Comunali Milano 2027: Inizia la ricerca del candidato civico per il centrodestra (nomi emersi: Marina Brambilla, Ferruccio Resta), ma i partiti alleati frenano sul profilo puramente civico.Executive Takeaway (Insight per C-Suite) * Shock Energetico e Stagflazione: Il raddoppio dei prezzi del gas in una settimana e il petrolio verso i 100$ configurano un rischio concreto di riaccensione dell'inflazione e frenata del PIL nel Q2 2026. * Rischio Supply Chain: Il blocco dei fertilizzanti azotati e dell'urea produrrà un aumento dei prezzi alimentari (pane, pasta, carne) con un lag di pochi mesi, impattando sui consumi interni. * Governance e Stabilità: La linea governativa di confermare i vertici delle partecipate di Stato (Eni, Enel, Leonardo) punta a garantire continuità operativa in una fase di estrema volatilità internazionale. * Resilienza Industriale: Grandi player (es. Menarini) stanno mettendo in pausa investimenti strategici causa raddoppio dei costi di costruzione e incertezza energetica, segnalando un possibile rallentamento del CAPEX industriale in Italia. * Focus Fiscale: La nuova strategia Gdf focalizzata sulle "Partite IVA apri e chiudi" e l'incrocio delle banche dati aumenterà la pressione sui controlli neocostituiti, richiedendo massima compliance documentale.
1. Iran’s Regional Escalation Iran launched missiles, drones, and attacks on multiple Middle Eastern countries (Saudi Arabia, UAE, Kuwait, Qatar, Bahrain, Jordan), pulling them into alignment with the U.S. and Israel. Commentary emphasizes Iran’s willingness to target anyone, showing “suicidal” or “homicidal” motives. Raises the danger of Iran possessing nuclear weapons. Discussion clarifies Trump’s position as opposing “forever wars,” not all military action. No expectation of U.S. ground troops in Iran. Military strikes are preemptive self‑defense due to Iran’s history of killing Americans. Critique of left‑wing politicians and activists who oppose U.S. involvement in Iran. Statement from Comrade Mamdani criticized as sympathetic to Iran’s regime. Contrast drawn between American leftist protesters and Iranian citizens protesting against the Ayatollah. The area may have been mined by Iran; shipping and air traffic are restricted. Mine‑sweeping operations expected before reopening. 2. DHS Leadership Shake‑Up Kristi Noem removed as DHS Secretary; replaced by Sen. Markwayne Mullin. Noem’s controversial $220M ad spending questioned in Senate Judiciary hearing—described as the catalyst for her removal. Senator John Kennedy’s cross‑examination highlighted as pivotal. Administration criticized for rhetoric after police-involved shootings in Minneapolis. Said to have contributed to Noem’s ousting. 3. Texas Election Outcomes Several candidates endorsed by the speaker (Cruz) won key primaries. Notable upset: Dan Crenshaw lost his House seat to Cruz‑backed Steve Toth. Personal conflict between Cruz and Crenshaw described, including a heated confrontation on a plane. Runoff between Sen. John Cornyn and Texas AG Ken Paxton. Both candidates are longtime allies of the speaker; race expected to be bruising and expensive. Trump expected to endorse but hasn’t yet. 4. Democratic Challenger – James Talarico Described as an “extreme but polished” candidate. Concerns raised about his ability to appear moderate while holding left‑wing positions. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.
Subscribe here to Inside Call me Back ------- Please take 5 minutes to fill out Ark Media's LISTENER SURVEY ____ This is a sneak peek from the latest Inside Call Me Back, the members-only edition of the podcast. In this episode, Dan Senor is joined by Amit Segal to answer subscriber questions about the war with Iran and what victory might actually look like. Has Israel already neutralized the strategic threats from Hamas and Hezbollah? Why might the political stakes of this war be higher for Donald Trump than for Benjamin Netanyahu? And if Iran's regime weakens further, could the entire regional balance shift overnight? To hear the full conversation, become a member by following the link in the description or visiting https://arkmedia.org. In the full episode: In this Inside edition of Call me Back, Dan Senor and Amit Segal answer subscriber questions about the war with Iran, the strategic stakes for Netanyahu and Trump, the possibility of regime change in Tehran, Qatar's role in the region, and whether anti-Israel sentiment on the American right is growing. Along the way, they also discuss how the war is reshaping Israel's alliances and why the U.S.–Israel partnership looks very different than it did in past conflicts. More Ark Media: Want to join Ark Media? Check out our careers page for new openings. Explore Israel Votes Listen to For Heaven's Sake Listen to What's Your Number? Watch Call me Back on YouTube Newsletters | Ark Media | Amit Segal | Nadav Eyal Instagram | Ark Media | Dan X | Dan Dan Senor & Saul Singer's book, The Genius of Israel Get in touch Credits: Ilan Benatar, Adaam James Levin-Areddy, Brittany Cohen, Ava Weiner, Martin Huergo, Mariangeles Burgos, and Patricio Spadavecchia, Yuval Semo
It's EV News Briefly for Thursday 05 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyMIDDLE EAST CONFLICT LIFTS UK FUEL AND ENERGY COSTSBrent crude surged past $84 per barrel and UK gas prices spiked to a three-year high of £1.44 per therm after Qatar halted LNG exports following Iran's threat to attack tankers in the Strait of Hormuz, with the RAC warning UK forecourt prices will feel the full impact within a week. Home EV charging costs are shielded for now by the energy price cap — fixed at 24.67p per kWh for electricity until end of June — but wholesale price rises could push the cap higher from July, making both home wallbox and public charging more expensive.EUROPEAN FLEETS COULD SAVE €246BN BY 2030A new EY and Eurelectric report finds that fully electrifying Europe's corporate fleets could deliver up to €246 billion in cumulative savings and cut one billion tonnes of CO2 by 2030. However, the authors warn that cheaper running costs alone will not drive mass uptake, calling for coordinated action from manufacturers, policymakers, grid operators and finance providers to tackle high upfront costs, uncertain residual values, and charging infrastructure delays.CUPRA BORN FACELIFT BRINGS SHARP NOSE, SMALL TWEAKSCupra has facelifted the Born with a "shark nose" front end, triangular matrix LED headlights, a continuous rear light strip, and new 235 mm tyres across all five wheel options, while the aerodynamically improved 79 kWh variants now claim around 600 km (373 miles) of WLTP range. A new entry "Born Plus" trim pairs a 58 kWh battery with a 140 kW motor — figures that match Ford's Capri LFP option and strongly suggest a switch to LFP cells from the updated MEB+ platform — though Cupra has not confirmed drivetrain details and appears to be saving that announcement for a related reveal, likely the VW ID.3 facelift later in 2026.FORD EV SALES SINK 71% AFTER LIGHTNING EXITFord's US EV sales collapsed 71% in February 2026 to just 2,122 units, the steepest monthly drop in its EV history, driven by the discontinuation of the F-150 Lightning and the expiry of the federal EV tax credit. Ford's Model e division lost $4.8 billion in 2025 and is forecast to lose another $4–5 billion in 2026, with profitability not expected until 2029; the company has already booked a $19.5 billion writedown and is pivoting to a new ~$30,000 midsize electric pickup it hopes will revive the business by 2027.LUCID PATCHES GRAVITY SOFTWARE AGAINLucid Motors has pushed software update 3.4.4 to the Gravity SUV, targeting AC charging improvements and Drive Assist availability, following a January update that resolved around 95% of earlier software issues — with the car averaging a new update every 24 days since launch. Lucid has closed its online configurator for both the Air and Gravity while it prepares its 2027 model year announcement, and Air owners face a $950 hardware upgrade bill to access the newer UX 3.0 platform already running in the Gravity, due to arrive by autumn 2026.MITSUBISHI READIES LEAF-BASED EV FOR CANADAMitsubishi is preparing its first all-new model since the Eclipse Cross for Canadian dealerships in 2026, built on Nissan's CMF-EV platform and LEAF architecture, with spy shots showing a heavily camouflaged prototype that shares the LEAF's roofline, proportions, and rear hatch panel. Both models will be built side by side at Nissan's Kaminokawa plant in Japan, and Mitsubishi may receive the smaller battery pack to undercut the LEAF on entry price — a strategy that would see Nissan supply the foundations while a cheaper sibling competes for the same buyers.ALPITRONIC UNVEILS HYC400 SERIES 2 CHARGERAlpitronic has launched the HYC400 Series 2, retaining the 400 kW maximum output of its predecessor while upgrading to a 22-inch touchscreen (up from 15.6 inches), second-generation silicon carbide power stacks, and a higher continuous output current of 600 A (up from 500 A). The unit maintains 97.5% charging efficiency but standby power consumption rises significantly from 43 W to under 100 W, and cable options narrow to a single 5-metre length; Alpitronic will sell both generations simultaneously to suit different site requirements.APTERA SHOWS FIRST VALIDATION-LINE VEHICLE PHOTOAptera Motors has published the first photo of a vehicle off its validation assembly line, marking a milestone for its three-wheeled, solar-assisted EV that claims 400 miles of range from a 44 kWh battery and up to 40 miles of daily solar charging, classified as a motorcycle to bypass certain safety regulations. The launch edition price has risen to $40,000 — a $9,300 increase from prior estimates — though a $28,000 model is planned for the future, and with nearly 50,000 pre-orders and a stated daily capacity of 80–100 vehicles, Aptera claims it could fulfil all orders within 500 days of full production, though the end-of-year delivery timeline remains uncertain.GEELY TARGETS DEFENDER WITH GALAXY BATTLESHIPGeely plans to launch the Galaxy Battleship in the UK in 2028, a blocky hybrid 4x4 aimed squarely at the Land Rover Defender and Toyota Land Cruiser, with a production design expected to stay 90–95% true to the Galaxy Cruiser concept shown at the 2025 Shanghai Motor Show. Built on the GEA Evo platform with steer- and brake-by-wire, it may use an AI-driven plug-in hybrid system with a stated output of around 858 bhp, and Geely is promising an interior that surpasses the Defender's for luxury — a bold claim for the Chinese brand's first foray into the 4x4 segment.EU UNVEILS LOCAL-CONTENT RULES FOR CLEAN TECHThe European Commission has unveiled the Industrial Accelerator Act (IAA), tying over €2 trillion in public procurement and subsidies to low-carbon and "Made-in-EU" conditions across sectors including EVs, steel, cement, and wind turbines, with the goal of raising manufacturing's share of EU economic output from 14% to 20% by 2035. China is excluded from the initial trusted-partner list — which includes the UK, Canada, and the US — and foreign investments above €100 million from countries controlling 40%+ of global production would face strict conditions including capped 49% foreign ownership and mandatory technology transfer; BMW and Mercedes oppose the Act over fears of higher costs, while Renault backs it and the text must still clear the European Parliament before becoming law.
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Marina desmantela narcolaboratorio millonario en GuerreroConcluyen reparación de tubería tras socavón en CoyoacánExplosión en discoteca de Perú deja 33 heridosMás información en nuestro Podcast
Dave Rubin of "The Rubin Report" talks to Jacob Smith of "The Moderate Case" and Jaimee Michell about Tucker Carlson getting caught completely fabricating a story about Israeli Mossad agents being arrested in Qatar and Saudi Arabia for planning bombings; The Daily Wire's Jeremy Boreing explaining to "Real Talk with Marissa Streit" how certain online influencers are using the same techniques that are used by cults to hijack a person's trust by convincing them that everything they've been told is a lie; Steve-O having a rough appearance on "The Joe Rogan Experience" as Joe Rogan sets the record straight about the lies he's been told about trans rights and the persecution of the transgender members of the LGBTQ community; UK Prime Minister Keir Starmer quickly changing his tune on UK supporting the Iran war, once it was safe for him to do so; the UK's Counter Terrorism Policing releasing their new ad targeting children to scare them into being afraid of sharing links on social media; "This Week on the Internet" featuring hot Iranian women, Hooked a dating app for people stuck in bomb shelters; McDonalds' CEO getting beaten by the company's Big Arch burger; and much more. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/
The US Defence Secretary, Pete Hegseth, said the amount of firepower over Iran was about to surge dramatically. The Israeli military said it had begun a "broad scale" wave of strikes against infrastructure in Tehran. The head of US central command, Admiral Brad Cooper, said Iran's current and future missile capabilities were being destroyed. Iran, for its part, has continued to hit back and several Gulf states, including Qatar, Saudi Arabia and Bahrain have said they have intercepted several Iranian missiles. Meanwhile, the United States has eased its embargo on Russian oil, after prices rose because of the Iran war. President Trump has sacked his Homeland Security Secretary, Kristi Noem. Also, scientists in Britain discover the dietary habits in the Stone Age, and how to tell if a Stradivarius violin is real or fake?
A Seattle resident is stuck in Qatar for the time being amid the war in Iran. Why are Democrats still refusing to fund DHS? Democrats are now defending Dunkin’ Donuts from RFK? // Big Local: A student in Edmonds is suing the school district for giving her a 3.87 GPA when she clearly didn’t warrant one. A Bellingham cougar was euthanized. // You Pick the Topic: The nerds are out for Emerald City Comic Con this weekend.
The media warns the war with Iran is “spreading,” but the reality may be the opposite. Middle Eastern nations are lining up alongside the United States and Israel after Iranian attacks across the region. In this episode, Tara breaks down the surprising geopolitical shift: Gulf states offering bases, military coordination, and strategic support while some European allies hesitate. Plus, a deeper look at how the conflict is reshaping global alliances—and why past policies under Barack Obama may have helped Iran develop the missile capabilities now being destroyed by Donald Trump's strategy. Episode Summary: Media headlines claim the conflict with Iran is expanding across the Middle East—but Tara explains why the reality may actually strengthen America's position. As Iran lashes out militarily, several Gulf nations—including United Arab Emirates, Qatar, Bahrain, Saudi Arabia, and Kuwait—are quietly aligning with the United States and Israel. According to U.S. officials, Iran's attacks on multiple countries have pushed regional powers closer together, accelerating a strategic alliance that echoes the spirit of the Abraham Accords. Defense Secretary Pete Hegseth and CENTCOM commander Brad Cooper say Iran has now attacked more than a dozen countries—prompting those nations to cooperate with American forces through basing, air defense, and intelligence support. At the same time, some European governments—including leaders like Keir Starmer in the United Kingdom—have faced criticism for initially restricting the use of military bases during the conflict. Tara argues the crisis is exposing a dramatic realignment in global alliances, forcing the world to reconsider who America's true partners are. The episode also teases an explosive historical clip suggesting how policies during the Barack Obama administration may have contributed to Iran's missile development—capabilities the U.S. is now targeting in the current conflict. Key Topics Covered: Media narrative vs. reality in the Iran conflict Gulf states aligning with the U.S. and Israel Regional cooperation after Iranian attacks Strategic impact of the Abraham Accords Military coordination with Saudi Arabia, Qatar, and Bahrain European hesitation and criticism of Keir Starmer's government Debate over past U.S. policy under Barack Obama Preview of upcoming revelations about Iran's missile program
A brutal DHS hearing ends a political career, Middle East alliances flip the global order, and the SAVE Act becomes the last stand against election fraud. Tara breaks down how media narratives, foreign policy shifts, and Republican infighting are colliding at once. EPISODE SUMMARY In today's episode, Tara dives into a stunning political collapse at the Department of Homeland Security after explosive testimony about an alleged affair with political operative Corey Lewandowski. The scandal erupts during a tense congressional hearing, raising questions about ethics, leadership, and the political damage done in the middle of major immigration enforcement efforts. Meanwhile, the geopolitical map is shifting fast. Following military strikes against Iran, several Gulf states—including Saudi Arabia, Qatar, and Bahrain—are quietly aligning with the United States and Israel, offering bases and operational support. Tara explains why this surprising coalition may actually simplify the conflict rather than expand it. At the same time, tension grows with traditional Western allies. Leaders like Keir Starmer face criticism as the United Kingdom and other European governments hesitate to support U.S. operations, sparking debate over whether old alliances are weakening while new ones form in the Middle East. Back in Washington, a political showdown is brewing over election integrity legislation. The SAVE Act could force states to provide voter roll data and require proof of citizenship to vote—potentially reshaping future elections. But Senate leadership battles, including figures like John Thune, John Cornyn, and Lindsey Graham, are threatening to stall it. Finally, Tara looks at rising frustration over judicial decisions in states like South Carolina, where critics say liberal judges are being repeatedly appointed by Republican legislatures despite controversial rulings—including a case where a stabbing suspect was released on minimal bond. It's a chaotic moment in American politics—scandals, shifting alliances, and battles for the future of elections—all colliding at once. SEGMENT HIGHLIGHTS DHS Hearing Explosion A devastating congressional exchange puts DHS leadership under fire after questions about alleged personal misconduct involving Corey Lewandowski. Middle East Alliances Flip Gulf nations quietly move closer to the U.S. and Israel after Iranian attacks across the region. Europe vs. The U.S.? Debate grows as the UK and France hesitate on military cooperation. SAVE Act Power Struggle A major election integrity bill becomes the center of a fierce fight inside the Republican Party. South Carolina's Judicial Controversy Critics say the state's judicial selection system keeps producing soft-on-crime rulings. KEY TAKEAWAYS A DHS scandal erupts during a high-profile congressional hearing. Middle Eastern alliances are shifting in unexpected ways. Western allies face criticism for hesitation in regional conflicts. The SAVE Act could dramatically change U.S. election verification. Judicial appointment systems are facing renewed scrutiny.
Naomi O'Leary and Cormac McQuinn join Hugh Linehan to look back on the week in politics:· After six days of US-Israeli attacks on Iran, the conflict is escalating and has spread to Lebanon which has experienced sustained airstrikes from Israel. Iran has vowed to continue targeting Gulf countries having fired missile and drone attacks into Kuwait, Qatar, Saudi Arabia and Bahrain. The US has entered into a conflict with no clear focus or potential resolution. Trump's demands on social media for an ‘unconditional surrender' from Iran seem like wishful thinking at this point.· Irish consumers are already feeling the consequences of the conflict in the Middle East as the average cost of 500 litres of home heating oil was put at just under €800 on Thursday, an increase of nearly 60 per cent in less than a week. The Government was quick to react, asking the Competition and Consumer Protection Commission (CCPC) to launch an immediate investigation of domestic suppliers here.· And research into last year's presidential election by the Electoral Commission threw up some interesting results, not least that almost half of those who spoiled their vote, more than 12 per cent of the total ballot, did so because they didn't like any of the candidates. Plus, the panel picks their favourite Irish Times pieces of the week:· Horse manure sparks tension in the Liberties, mobile phones can be ageing over time, and does an arts degree retain any value these days?Would you like to receive daily insights into world events delivered to your inbox? Sign up for Denis Staunton's Global Briefing newsletter here: irishtimes.com/newsletters/global-briefing/ Hosted on Acast. See acast.com/privacy for more information.
The People Pushing War With Iran Believe the World Is EndingSo, this morning President Trump posted to social media that there “will be no deal with Iran except UNCONDITIONAL SURRENDER! After that, and the selection of a GREAT & ACCEPTABLE Leader(s), we, and many of our wonderful and very brave allies and partners, will work tirelessly to bring Iran back from the brink of destruction.” He signed off with “MIGA!,” for “make Iran great again.”So the dimensions of this conflict have certainly expanded, and now involves over 17 different countries and far more complexity than the Invasion of Iraq - “We are in it Now” says senator Elisa Slotkin, former CIA case officer, when questioned today about approving additional defense funding to extend military operations against Iran for another Hundred Days. All while Saudi Arabia, the UAE, Qatar, and Kuwait are considering canceling or reviewing contracts and investment commitments with the U.S. due to mounting economic strain and insecurity caused by the ongoing war with Iran. This potential move aims to pressure the Trump administration to halt the conflict, as Gulf officials express frustration over not being warned about attacks and feeling unprotected.Trump has gutted the state department, many strategic state department postings in region remain unoccupied, USAID, which would usually be working on shaping a post conflict enviroment is not longer really a thing and US bases and Israeli cities have been getting hit. And despite the media blackout a ton of damage is being done to US assets, bases, and the war is not going well. But that's okay because a lot of evangelical extremists in the WH are actually not trying to live in a better world or fix the environment, or improve your material conditions, because they believe they are living in a time of revelatory prophecy and we are nearing the end of human history anyways.
Kør ind i en væg, når du har hørt P1, Firekløveren i dansk politik vil redde vandet, Stephanie Lose vil åbenbart ikke redde drikkevandet i Danmark, Esbens sag hos Forbrugerombudsmanden er afsluttet, og Jacob Jensen er stadig influencer, en journalistisk opskrift, der er udvandet – og det er ulideligt, en sværvægtsbokser fra Lolland melder ind med en dagsorden, måske Trolex en gang for alle skal sige undskyld for de homorygter, Danmark under den franske atomparaply – det er simpelthen bare ren fornuft, at dansk landbrug og vandforurening er åndssvagt, hammeren falder virkelig over Iran, og USA spreder vingerne over Mellemøsten, #Ugensjob som ayatollah, den har kløet længe på kortet, den Iran-plet, et rigtigt kinderæg af en position, Israel er en hund, og nu er USA ejeren, der får halen til at logre, Spanien får det virkelig afvisende svar fra Donaldoen, Iran har valgt spredehagl-løsningen i Mellemøsten – det er så 80'er-agtigt, USA er tilbage, kurderne melder sig ind i krigen i Mellemøsten, Aneke Rune er sendt i byen som diplomat og udenrigsekspert i Qatar, I don't give a fuck – find selv hjem, venner, og Holger Rune: leave no man behind, Socialeklasse 1 af Søren og Eddie, OG Højskolen virker for flow-tv-agtigt på hele Danmarks hjemmebane, der er kun én på Twitter, og det er Svenning Dalgaard, og én million saunaer til danskerne.Få 30 dages gratis prøveperiode (kan kun benyttes af nye Podimo-abonnenter) - http://podimo.dk/hgdg (99 kroner herefter)Værter: Esben Bjerre & Peter FalktoftRedigering: PodAmokKlip: PodAmokMusik: Her Går Det GodtInstagram:@hergaardetgodt@Peterfalktoft@Esbenbjerre
Panelet har set det nye tv-program med Janni Ree og Linse Kessler, der både fjerner numsehår på hinanden, får plastikoperationer i Litauen og er snøvlende fulde på den røde løber. Det er actionpacked tv-vanvid. Vi ringer til Linse, der også fortæller, at hun stadig har menstruation, selvom hun snart bliver 60! Holger Rune og hans mor/manager Aneke Rune er strandet i Qatar og kan ikke komme hjem. Udenrigsministeriet har ikke sat evakueringer i gang, og det har fået Aneke Rune til at flippe ud på Løkke. Din vært er Ditte Okman og i panelet sidder chefredaktør Jonas Kuld Rathje, kulturjournalist Sarah Iben Almbjerg og kommunikationsrådgiver Morten Crone Sejersbøl. Programmet er produceret af Sarah Bech.See omnystudio.com/listener for privacy information.
We start with the fallout from the Texas Senate runoff and the growing battle between Ken Paxton and John Cornyn, as Donald Trump teases who he may endorse. On the international front, the situation with Iran continues to escalate. Pete Hegseth discusses the U.S. gaining control of Iranian airspace and reports that senior Iranian military leadership is struggling to communicate after recent strikes. Qatar's energy sector also raises alarms over possible global supply disruptions.Back in Washington, a fiery exchange between Karoline Leavitt and CNN's Caitlin Collins during a White House briefing goes viral after questions about fallen service members. Meanwhile, immigration enforcement policies take center stage as ICE detainers and public safety concerns are debated by Andy Biggs and Kristi Noem.The show also covers backlash surrounding Tim Walz, the Department of Justice shelving its autopen investigation, and Congress rejecting a proposal related to sexual harassment disclosure rules.Plus — a viral protest incident involving a former Marine supporting Palestine sparks a heated national debate.SUPPORT OUR SPONSORS TO SUPPORT OUR SHOW!Get smarter heart and joint support at https://Healthycell.com/CHICKS with code CHICKS20—no pile of pills needed.Switch to real eye care with Van Man. Visit https://VanMan.shop/chicks with code CHICKS for 15% off your first order—real ingredients, no exceptions!Fast-track healthy eating with Marley Spoon—receive 45% OFF + free shipping at https://MarleySpoon.com/offer/Chicks That's 45% off + free shipping!If you're tired of feeling tired, Native Hydrate has a special bundle deal at a fraction of the retail price—backed by a 365-day risk-free guarantee—at https://NativeHydrate.com/chicksSubscribe and stay tuned for new episodes every weekday!Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramTikTokXLocalsMore InfoWebsite
Today, Keir Starmer has defended his response to the Iran war and announced he will send four additional fighter jets to Qatar.Adam is joined by Jane Corbin, Panorama film maker; Lucy Fisher, Whitehall editor for the Financial Times, and Mikey Kay, military analyst for the Security Brief, to discuss Starmer's press conference, and to take a deeper look at the weaponry being used by both sides in this conflict.You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscordGet in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480.New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Miranda Slade with Harry Craig and Kris Jalowiecki. The social producer was Beth Pritchard. The technical producer was Dafydd Evans. The assistant editor is Chris Gray. The senior news editor is Sam Bonham.
The largest American military base in the Middle East is in the small Gulf nation of Qatar. Special correspondent Leila Molana-Allen reports from Doha as the U.S. war with Iran widens. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
In this Conflicted Conversation, Thomas speaks to two friends of the show about how Europe is responding to the war with Iran. In the first half, the Rt Hon Tom Tugendhat MP — former chair of the UK Foreign Affairs Select Committee and former UK Security Minister — discusses Britain's confused response to the conflict, and in the second half, French journalist Wassim Nasr explains France's position. Sir Tom and Wassim explain: The UK government's uncertain response to the Iran war What politicians mean when they talk about the ‘legal basis' for military action The lessons of the Iraq War and whether they are being misunderstood Iran's role in the insurgency against Western forces in Iraq The debate over designating the IRGC as a terrorist organization in the UK The state of the British military after decades of defence cuts The strategic controversy surrounding Diego Garcia and the Chagos Islands France's historic Arab Policy and its effort to maintain strategic independence in the Middle East France's military agreements with the UAE, Qatar, and Kuwait The E3 framework (France, Germany, UK) and its role in negotiations with Iran Macron's attempt to expand France's nuclear deterrent to cover Europe The evolving situation in Lebanon and Hezbollah's weakening position Intelligence cooperation between France, Israel, and regional partners Whether Europe is entering a new era of strategic independence Follow Sir Tom on X: https://x.com/TomTugendhat Follow Wassim on X: https://x.com/SimNasr Join the Conflicted Community here: https://conflicted.supportingcast.fm Find Conflicted on X: https://x.com/MHconflicted And Facebook: https://www.facebook.com/MHconflicted And Instagram: https://www.instagram.com/conflictedpod And YouTube: https://www.youtube.com/watch?v=4sdlF1mY5t4 Learn more about your ad choices. Visit megaphone.fm/adchoices Conflicted is a Message Heard production. Executive Producers: Jake Warren & Max Warren. This episode was produced and edited by Thomas Small. Learn more about your ad choices. Visit podcastchoices.com/adchoices
As the United States and Israel attack military facilities across Iran, Tehran has been retaliating. But it has attacked Gulf countries more than it has targeted Israel. Why? And how will the likes of Qatar, Saudi Arabia, and the United Arab Emirates respond? Will it shift their geopolitical alignment away from the United States? Regional experts Mina al-Oraibi, the editor in chief of the National, and Firas Maksad, a managing director at the Eurasia Group, join FP Live to share their perspectives. Khalid al-Jaber and Omar H. Rahman: Security Alliances With the U.S. Have Made Gulf States More Vulnerable David Petraeus and Clara Kaluderovic: The Drone Attrition Trap Macdonald Amoah, Morgan D. Bazilian, and Jahara Matisek: The First 36 Hours of War Consumed Over 3,000 U.S.-Israeli Munitions Firas Maksad: The Middle East Has Two New Rival Teams Esfandyar Batmanghelidj: The Iran War Is Jeopardizing the Entire Global Economy Learn more about your ad choices. Visit megaphone.fm/adchoices
Liz Peek reports that Iran attacks Qatar's gas fields, causing European prices to soar by 50% as the continent relies on US liquified natural gas amidst a cold winter. 1.1920
Jonathan Schanzer reports that Iran's attacks on neutral Gulf nations backfire, pushing previously hesitant allies like Qatar and Oman toward a unified front with Israel and the United States. 12.XERXES OF PERSIA
3-3-20261600 WORLDElizabeth Peek reports that Iran attacks Qatar's gas fields, causing European prices to soar by 50% as the continent relies on US liquified natural gas amidst a cold winter. 1.Elizabeth Peek reports that Democrats break tradition by opposing the administration during wartime, citing potential anti-Israel sentiment and risks to the upcoming midterms as the conflict with Iran escalates. 2.Judy Dempsey reports that the UAE raises combat readiness after intercepts over Dubai, while Europe faces depleted energy stocks and a lack of strategic clarity from Washington regarding the conflict. 3.Judy Dempsey reports that recent polls show US voters oppose intervention in Iran, while rumors of internal administration friction suggest a lack of unified strategy for the expanding war. 4.Joseph Sternberg reports that Kevin Warsh aims to reduce the Federal Reserve's $2.9 trillion in bank reserves, sparking a debate over the central bank's size relative to the economy. 5.Joseph Sternberg reports that a shrinking working-age population forces Germany to focus on productivity and innovation, as Chancellor Friedrich Merz navigates welfare state sustainability and potential brain drain. 6.Gregory Copley reports that gold and oil prices fluctuate as Pakistan strikes Taliban targets in Afghanistan and Israelexpands ground operations into Lebanon to dismantle Hezbollah's resurgent military infrastructure. 7.Gregory Copley reports that Israeli missiles reportedly hit a meeting of Iran's Council of Experts, while the administration considers supporting Crown Prince Reza Pahlavi for a post-regime future. 8.Mary Kissel reports that Beijing watches US munitions depletion and asset movements, potentially using homeland distractions to prepare for future aggression against Taiwan or Philippine territory in Asia. 9.Mary Kissel reports that while Maduro is rendered, his lieutenants maintain control in Caracas, slow-walking transition efforts as Maria Corina Machado plans her return to lead the nation. 10.Jonathan Schanzer reports that IDF ground troops enter Lebanon to "clean house," targeting missile silos and leadership, while secret talks explore normalization between the two nations after Hezbollah's removal. 11.Jonathan Schanzer reports that Iran's attacks on neutral Gulf nations backfire, pushing previously hesitant allies like Qatar and Oman toward a unified front with Israel and the United States. 12.Bill Roggio reports that escalating border clashes result in the destruction of former US equipment, while Pakistanpressures the Afghan Taliban to restrain extremist groups attacking inside Pakistani territory. 13.Bill Roggio reports that the US exercises extreme caution with battle-hardened Popular Mobilization Forces in Iraq, fearing retaliation against its small footprint of personnel and the Baghdad embassy. 14.Alejandro Peña Esclusa and Ernesto Araújo report that Secretary of State Rubio discusses a transition for the cash-strapped Cuban regime, while Venezuela's Rodriguez brothers continue to stall on releasing political prisoners. 15.Ernesto Araújo and Alejandro Peña Esclusa report that President Lula faces domestic polling challenges and USsanctions while attempting to balance his leftist base's support for Iran with necessary trade relations with Trump. 16.
In this episode of The PDB Afternoon Bulletin: New reports suggest the CIA is quietly working to arm Kurdish opposition forces along Iran's western border. The apparent goal: stretch Tehran's security forces thin and potentially ignite unrest inside the country while the regime is already under pressure. We break down what the plan might look like—and the serious risks it could unleash across the region. A covert front in the Iran conflict. Qatar says it has arrested ten suspects tied to Iran's Islamic Revolutionary Guard Corps, accusing them of spying on military facilities and preparing sabotage operations targeting critical infrastructure. Investigators say the alleged operatives were mapping strategic sites inside the Gulf state as the war with Iran spreads across the region. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Goldbelly: Discover iconic meals from legendary restaurants delivered nationwide with Goldbelly—get 20% off your first order at https://Goldbelly.comusing promo code PDB. Ethos Life Insurance: Protect your family's future with fast, online life insurance from Ethos—get your free quote in minutes at https://Ethos.com/PDB American Financing: Call American Financing today to find out how customers are saving an avg of $800/mo. NMLS 182334, http://nmlsconsumeraccess.org - APR for rates in the 5s start at 6.196% for well qualified borrowers. Call 866-885-1881 for details about credit costs and terms. Visit http://www.AmericanFinancing.net/PDB Learn more about your ad choices. Visit megaphone.fm/adchoices
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Special Brief of The Wright Report, Bryan delivers the latest on the widening war with Iran and the global economic and military consequences now unfolding across the Middle East and beyond. Bryan begins with the tragic confirmation that six U.S. service members were killed by an Iranian drone strike at a U.S. base in Kuwait, while Tehran continues launching missile and drone attacks across the region targeting Oman, the UAE, Qatar, Saudi Arabia, and Iraq. The conflict is now rattling global markets as LNG shipments halt, oil hubs burn, and the battle over the Strait of Hormuz threatens energy supplies for Asia and Europe. The episode then moves inside Iran, where U.S. and Israeli forces have struck thousands of targets including a secret nuclear facility outside Tehran uncovered through surveillance and intelligence cooperation between the CIA and Mossad. Iran's air defenses, missile systems, and much of its navy have been destroyed, giving allied forces near-total control of the skies as the war grinds forward. Bryan also covers the expanding regional front as Israeli forces move into Lebanon to confront Hezbollah, while global powers reposition around the conflict. Russia benefits from rising oil prices, China quietly sits on large oil reserves while watching Taiwan, and Europe scrambles to protect its energy supplies as the war reshapes global alliances. Finally, Bryan explains the political battle now unfolding in Washington, where lawmakers are debating presidential war powers, the legality of the Iran operation, and whether the true objective of the conflict is limited strikes or full regime change in Tehran. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: March 4 2026 Wright Report, Iran war escalation Kuwait drone strike US casualties, Strait of Hormuz oil crisis LNG disruption, CIA Mossad intelligence Iran nuclear facility strike, Hezbollah Lebanon Israel conflict expansion, Russia oil profits Ukraine missile shortage, China oil reserves Taiwan surveillance reduction, Trump war powers debate Iran conflict, global recession risk energy shock
Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middle East conflict, weighing its possible duration and economic impact.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Deputy Global Head of Research. Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. Michael Zezas: Today we're discussing the escalating U.S.-Iran conflict, the market reaction, and what investors should be watching for next. It's Wednesday, March 4th at 7:30am in San Francisco. Ariana Salvatore: And 10:30am in New York. Michael Zezas: So, Ariana, I'm in San Francisco at Morgan Stanley's TMT Conference, but obviously events in the Middle East have captured everyone's attention. There's uncertainty around the conflict and really important questions about how it affects all of us. And of course, markets have to discount all sorts of future uncertainty about very specific impacts – to financial asset prices, to commodity prices – and really look at it through that narrow lens.And so, Ariana, the administration has suggested that this conflict and this campaign could last a few weeks. But also it said it could continue as long as it takes. So, what are the clearest signals investors should watch for to gauge duration? Ariana Salvatore: For now, we're focused on three main indicators. First, I would say, and most important, is clarity around the objectives. The president and others in the administration have referenced things like eliminating Iran's missile arsenal, its navy and limiting proxy activity. Those goals are broader than the earlier focus on just the nuclear programs. Each objective, of course, implies a different timeline. A narrower objective likely means a shorter engagement. Broader ambitions, conversely, would extend it. So that's the first thing. Second, obviously extremely important is traffic through the Strait of Hormuz. We'd viewed a full closure as unlikely, given the economic consequences for Iran itself. But tanker flows have at least temporarily fallen close to zero, and that's significant because production across the region has not been impaired. This is not about oil fields going offline. It's about whether or not oil can actually move. If shipping lanes normalize within weeks, markets can recalibrate. However, if flows remain materially curtailed beyond five weeks, the risks rise meaningfully. Third, the frequency of strikes and proxy activity. Sustained or escalating engagement would suggest a longer conflict. Signs of diplomacy, on the other hand, might indicate de-escalation. Michael Zezas: Right. So, let's build on that and talk about oil. And our colleague, Martijn Rats has really laid this out with a lot of different scenarios. But what we're seeing right now is that when it comes to oil, this is really a shock to the transport of it, not necessarily a shock to its production. So, oil supply exists. The question is really – can it be delivered or not? So, if tanker flows normalize and the geopolitical risk premium fades, what Martijn is saying is that global oil prices could move back towards $60 to $65 a barrel. If the logistical disruption lasts four to five weeks, then prices maybe trade in the $75 to $80 range. And if disruption extends beyond five weeks and flows are materially constrained, then you could see a situation where oil prices have to rise towards $120 or $130 a barrel. And at that level, demand destruction is what becomes the balancing mechanism in setting price for oil. So, one signal to watch is longer dated oil prices. Early month contracts can spike during geopolitical stress, but a sustained move materially above $80 to $85 [per] barrel would likely require longer dated prices to move higher as well. And that might signal that markets believe the disruption is persistent and not temporary. Ariana, what about natural gas here? How does gas situation fit into the energy story? Ariana Salvatore: As of this recording, Qatar has halted liquified natural gas production putting roughly 20 percent of global supply at risk. Prices have, as you might expect, risen sharply, which likely reflects expectations of a relatively short disruption. If exports were to resume quickly, prices could retrace. But, of course, if the outage lasts longer, prices could move meaningfully higher. Again, duration of the conflict is really critical here. Michael Zezas: So, let's bring this back to the U.S. Ariana, how does this conflict feed into the domestic, political and economic backdrop? Ariana Salvatore: When we're thinking about the midterm elections later this year, the way we see it, the clearest transmission channel is gasoline prices. Polling shows a majority of Americans oppose military action related to Iran, but voters typically prioritize domestic issues: things like inflation, cost of living, affordability over foreign policy. However, there's a very clear caveat here. If oil prices stay elevated, gasoline prices rise, and that's where this becomes politically more salient. Michael Zezas: Right, and so our economists and our chief U.S. Economist Michael Gapen has been all over this. And the way he assesses it is if oil prices remain about 10 percent higher than where they were before the conflict for several months, headline inflation would likely rise by 0.3 percent before dissipating. Historically, oil price shocks primarily affect headline inflation rather than underlying inflation. That's an important distinction that they point out. So maybe that could delay Federal Reserve rate cuts, even if policymakers ultimately look through the move. But if oil prices rise enough to weaken economic activity, particularly in the labor market or consumer spending, then our economists say the Fed could pivot toward easing despite elevated inflation. Ariana Salvatore: So, given that backdrop, what's the simple takeaway for investors in stocks or bonds? Michael Zezas: Right. So, I think we have to think about this in terms of duration of conflict and economic impact. So, if tanker flows normalize within a few weeks and oil prices move back towards that $60 to $65 range, then our economists are saying economic damage would be limited. And historically geopolitical events alone have not led to sustained volatility for U.S. equities. So, in that environment, our cross-asset team points out that stocks would likely remain supported. If instead, oil prices remain elevated long enough to push inflation higher and weigh on growth, the picture would change. A sharp and persistent rise in oil prices – that can pose a risk to the duration of the business cycle, and in that scenario, we'd expect stocks to struggle. Importantly, bonds may not provide the same diversification benefit if inflation remains sticky as a consequence of all of this. We could see stock and bond prices move in the same direction. That could challenge traditional balanced portfolios. Ariana Salvatore: And what are we seeing specifically in U.S. Treasury markets? Michael Zezas: So, as Matt Hornbach and our global macro strategy team have pointed out here, you've got two competing forces in the U.S. Treasury market. There's been some demand for safety, but investors are also focused on the risk that higher oil prices would lift inflation. So far, inflation concerns have taken precedence over growth concerns. How long that balance holds – that might depend on incoming data, especially labor market data. If you get weaker labor market data suggesting that growth could weaken, then you could see treasuries rally more meaningfully and yields come down. If you don't see that and inflation concerns dominate, then maybe you're not going to see yields come down as much. And bonds rally as much. Ariana Salvatore: So, stepping back, it seems like the key variables remain tanker traffic, longer dated oil prices and duration of the conflict itself. Michael Zezas: I think that's right. Ariana, thanks for speaking with me. Ariana Salvatore: Always a pleasure, Mike. Michael Zezas: And thanks to our listeners for joining us. We'll continue tracking developments and what they mean for markets. If you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen and share the podcast with a friend or colleague.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.
Join Jim and Greg for the Wednesday 3 Martini Lunch as they break down the results of the high-stakes Texas U.S. Senate primaries, assess the latest U.S. military successes against Iran, and unpack the truth about who Qatar actually arrested on terrorism charges.First, they analyze the results in the Texas U.S. Senate primary, where James Talarico defeated Rep. Jasmine Crockett. Jim and Greg explain how Crockett partially blamed Republicans for her loss and examine just how radical Talarico's record is, especially in a state like Texas. On the Republican side, they wince as Sen. John Cornyn and Texas Attorney General Ken Paxton head toward a long, ugly runoff.Next, they react to the Pentagon's latest briefing, which detailed significant destruction of Iran's air assets, naval forces, and missile launchers. The kinetic part of this operation is going as well as possible.Finally, they revisit Tucker Carlson's dubious claims that Israel's Mossad was plotting to bomb Qatar. Now, Qatari officials now say they have arrested two terrorist cells, but they sure weren't from the Mossad.Please visit our great sponsors:Stop putting off those doctors' appointments and visit https://Zocdoc.com/3ML to find and instantly book a top-rated doctor today.Go to https://CoastPay.com/MARTINI to see how you can earn up to a $2000 credit.New episodes every weekday.
I'm your China travel guide in exile, Missionary Ben. Follow me on Twitter/X (@chinaadventures) where I share a new Chinese city or county to pray for every single day of the week. Feel free to email anytime: chinacompass @ privacyport.com. Visit PrayGiveGo.us for Patreon, Substack, Books & everything else! Why the Prison Pulpit? The goal is to remind people to pray for persecuted believers as Hebrews 13:3 teaches: “Remember those who are in prison, as bound with them.” We’ve looked at Wang Yi and Early Rain Church’s writings in the aftermath of their arrest and attack in 2018, but I’ve also regularly turned to other persecuted ministers who have gone before, such as Richard Wurmbrand, to give us a voice literally from prison. A lot has happened in the Middle East this week. There is much to pray for, but I want to focus specifically on reminding us all to pray for the believers in the various countries in the middle of (or even in the periphery of) the current conflict: Iran, Afghanistan, Pakistan, Oman, Yemen, Saudi Arabia, Egypt, Israel, Syria, Jordan, Lebanon, Turkey, Iraq, Kuwait, Bahrain, Qatar, and the United Arab Emirates (those are just off the top of my head, although I think that covers most of the nations either bordering Iran or somehow involved in the conflict). I took a few minutes to put these nations into four groups, based on the similarities as to how they treat local Christians, or missionaries, within their borders. (Note: I am not an “expert” on the Middle East). Listen to the full podcast or read more for free on my Substack: https://chinacall.substack.com/p/pray-for-persecuted-christians-in Follow China Compass Thank you for listening! Subscribe & leave a review on your preferred podcast platform! And don’t forget to visit PrayGiveGo.us for books +. Heb. 13:3: Remember those who are in prison, “as bound with them”!
On Monday's Mark Levin Show, President Trump will go down as one of the greatest Presidents in history. He strengthened the border, the military, NATO, and is protecting us from the Iranian regime. The Marxists, Islamists and neo-fascists, like Megyn Kelly and Tucker Carlson, are the enemies from within. They undermine Trump, the military, and our national alliances. Those media-types and politicians who pretend they don't know what threat the Iranian regime has posed to America are either liars or morons. For 47-years the Iranian regime has threatened to destroy us, has been at war with us, has launched directly and indirectly scores of acts of terrorism, has killed 1,000 of our military heroes and maimed thousands, has killed American citizens, has attempted to assassinate our presidents, and has been developing nuclear and ICBM technology. Every president of both parties has dealt with this, all inadequately until Trump. Every National Security Strategy report issued over the last several decades to Congress has highlighted Iran's threat. Our national security plans have had to deal with it and the frauds and phonies in the media and Democrats pretend they have no idea what the imminent threat is? They want us to wait until we are attacked. Later, this campaign against Iran has been so successful that we're now being joined by France, Britain - even Qatar, Saudi Arabia and other Arab countries. The world is rallying around the United States of America because of our president, because of our military, because of our victories. Afterward, Sen Dave McCormick calls in and praises the U.S. military's spectacular performance in Iran over the last 72 hours. There was exceptional coordination with Israel and more than 2,000 offensive missions that destroyed key Iranian infrastructure and leadership tiers but more work remains to defang the regime. Learn more about your ad choices. Visit podcastchoices.com/adchoices