College students look for employment opportunities at the Large-scale Recruitment Fair for Science and Engineering Universities on March 24, 2026 in Harbin, China. Tyne Chin | Getty Images News | Getty Images Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of…
A satellite view of the Strait of Hormuz, a strategic waterway between Iran and Oman that links the Persian Gulf to the Arabian Sea. Gallo Images | Getty Images As the world’s oil traders parsed satellite images and official statements for clues on the fate of the Strait of Hormuz, one research firm seems to…
US President Donald Trump disembarks from Air Force One upon arrival at Joint Base Andrews in Maryland, March 23, 2026. Saul Loeb | Afp | Getty Images President Donald Trump has not backed an idea for a 45-day ceasefire that would take effect before his upcoming deadline for Iran to either reopen the Strait of…
Jamie Dimon, Chairman and CEO, JPMorganChase, speaks during the Reagan National Defense Forum at the Ronald Reagan Presidential Library in Simi Valley, California, U.S. December 6, 2025. Jonathan Alcorn | Reuters JPMorgan Chase CEO Jamie Dimon is calling for a broad recommitment to American ideals as his bank navigates geopolitical uncertainty, a teetering economy and…
An Indian liquefied petroleum gas (LPG) carrier, Shivalik, arrives at Mundra Port via the Strait of Hormuz, amid the U.S.-Israel conflict with Iran, in Gujarat, India, March 16, 2026. Amit Dave | Reuters India has begun buying oil and gas from Tehran after a seven‑year hiatus as it grapples with supply disruptions and elevated energy…
Satellite view of the Strait of Hormuz, a critical chokepoint for global energy supply, connecting the Persian Gulf to the Gulf of Oman. Gallo Images | Getty Images Oil prices whipsawed in volatile trading Monday after U.S. crude briefly topped $114 per barrel, as President Donald Trump gave Iran until Tuesday to open the Strait…
US President Donald Trump during a prime-time address to the nation in the Cross Hall of the White House in Washington, DC, US, on Wednesday, April 1, 2026. Alex Brandon | Bloomberg | Getty Images Investors are caught between positioning for a swift deal that ends the war and a significant escalation that could send…
A small boat with fishermen passes as a vessel sits at anchor, amid the U.S.-Israeli conflict with Iran, off Sultan Qaboos Port in Muscat, Oman, March 25, 2026. Stringer | Reuters Japanese markets were set to open lower open on Monday, while most markets in Asia were closed for holidays, as investors parsed the latest…
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Once considered a taboo sector to funnel money into by venture capitalists, defense tech has seen a remarkable shift over the past few years. It raised just $869 million globally in 2020, according to deal-counting platform Dealroom —…
The war with Iran will remain the dominant driver of the market action in the week ahead, as investors hope for a resolution to the conflict. But it will influence the market in other ways too: On Friday, we’ll get our first look at how the war-related surge in oil prices is showing up in…
