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Source document· March 19, 2026

Stocks Finish Lower as Iran War Spurs Inflation Concerns

View original at nasdaq.com
Stocks Finish Lower as Iran War Spurs Inflation Concerns The S&P 500 Index ($SPX) (SPY) on Thursday closed down -0.27%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.44%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.29%…
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  • There will be no Fed rate cuts unless there is progress on inflation

    60% confidence
  • Iran's response to the attacks on its energy infrastructure is underway and not yet complete

    60% confidence
  • Iran will target energy infrastructure in Saudi Arabia, Qatar, and the UAE in retaliation for US and Israeli airstrikes on its South Pars gas field and its Asaluyeh oil industry facilities

    60% confidence
  • Crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March

    60% confidence
  • Iran's strikes damaged 17% of Ras Laffan's LNG export capacity, which will take 3 to 5 years to repair

    60% confidence
  • Crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March

    60% confidence
  • All members stand ready to act to contain any inflation surge triggered by the war in the Middle East

    60% confidence
  • Iran will target energy infrastructure in Saudi Arabia, Qatar, and the UAE in retaliation for US and Israeli airstrikes

    60% confidence
  • Iran's response to the attacks on its energy infrastructure is underway and not yet complete

    60% confidence
  • The US will not implement a crude export ban

    60% confidence
  • The US will continue to take steps to add supplies to oil markets, including the possible removal of sanctions on Iranian crude already in transit or a new unilateral release of emergency crude reserves

    60% confidence
  • All members stand ready to act to contain any inflation surge triggered by the war in the Middle East

    60% confidence
  • The Iran war poses upside inflation risks and downside risks to economic growth

    60% confidence
  • Iran war poses upside inflation risks and downside risks to economic growth

    60% confidence
  • The war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month

    60% confidence
  • The war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month

    60% confidence
  • Iran's strikes damaged 17% of Ras Laffan's LNG export capacity, which will take 3 to 5 years to repair

    60% confidence
  • Policy must respond to the risk of a more persistent effect on UK CPI inflation and our job is to make sure inflation gets back to its 2% target

    60% confidence
  • US wasn't involved in the South Pars attack and Israel would refrain from further strikes on the site

    60% confidence
  • The US wasn't involved in the South Pars attack and Israel would refrain from further strikes on the site

    60% confidence
  • Policy must respond to the risk of a more persistent effect on UK CPI inflation and whatever happens, our job is to make sure inflation gets back to its 2% target

    60% confidence
  • Israel is helping the US open the Strait of Hormuz

    60% confidence
  • Israel is helping the US open the Strait of Hormuz

    60% confidence
  • The US will continue to take steps to add supplies to oil markets, including possible removal of sanctions on Iranian crude already in transit or a new unilateral release of emergency crude reserves

    60% confidence
  • The US will not implement a crude export ban

    60% confidence
  • There will be no Fed rate cuts unless there is progress on inflation

    60% confidence
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What we're seeing
AI Moves Into Devices, Security and Platforms: Physical AI Data, On-Device Compute and Agent Governance Drive a Late-October Product Wave
In late October 2026, vendors across hardware, enterprise software and security launched products built around AI moving out of the cloud and into devices, workflows and physical systems. Examples include NVIDIA RTX Spark laptops with Adobe, ASUS and Windows support for local and hybrid AI, and Harvest Praxis and Encord on embodied or physical AI. Enterprise software and security vendors (Salesforce–Braze, Fortinet, ServiceNow, Cisco, Intuit) are consolidating AI-driven customer data, adding inline AI security and agent governance, and embedding AI in financial and accounting workflows. The finance link is indirect: it rests on M&A, fintech-adjacent AI tooling and the capital flowing into physical AI. No regulatory driver appears in the facts.
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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