Mar 27, 2026 | Markets
Russia is abandoning plans for a sharp downgrade to its 2026 growth forecast as the war in Iran boosts its oil revenue. The Economy Ministry is now unlikely to significantly revise its projected 1.3% expansion in gross domestic product when it updates its...
Mar 26, 2026 | Markets
Bank of America Corp. is picking new favorites in the European defense sector as the Iran war highlights the importance of missile systems and drones. Analysts led by Benjamin Heelan said they now prefer companies that help build the systems that detect, track and...
Mar 25, 2026 | Markets
BlackRock Inc. President Rob Kapito said investors may be underestimating the risks stemming from the Iran war, which are likely to weigh on growth and drive inflation higher even if the conflict ends soon. Growth could be hit by as much as two percentage points,...
Mar 25, 2026 | Markets
Enormous spending on artificial intelligence and the global energy transition are likely to cause inflationary pressures for decades to come, according to the chief executive of global infrastructure money manager IFM Investors. “Inflation is an issue that investors...
Mar 20, 2026 | Markets
President Donald Trump said he was considering “winding down” US military efforts against Iran, saying that the US was close to achieving its objectives as the conflict, which has roiled financial markets and the region, nears a fourth week. “We are getting very close...
Mar 20, 2026 | Markets
The eye-popping market debut of a tiny drone software company this week reveals a newfound investor appetite for stocks that fall at the intersection of geopolitics, defense technology and artificial intelligence. Shares of Austin, Texas-based Swarmer Inc., whose AI...
