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Reuters (Mar 10, 2026): Starship delays and NASA timeline risk
www.reuters.com
Evidence registryReuters — ECB policymakers warn about inflation risks, July 24, 2026
www.reuters.com
Evidence registryReuters — Saudi oil exports face longer and costlier routes as Red Sea risk rises, July 23, 2026
www.reuters.com
Evidence registryLaw Enforcement: DHS Could Better Address Bias Risk and Enhance Privacy Protections for Technologies Used in Public
www.gao.gov
Evidence registryFederal Reserve Board, Financial Stability Report — Funding Risks, May 2026
www.federalreserve.gov
Evidence registryMar 2, 2026 Market Wrap (8:52 PM): Oil Risk Premium, VIX Wake-Up, and De-Escalation Getting Priced Too Early
Equities held together, but VIX jumped, oil stayed bid, and metals kept acting like uncertainty hedges. My read: the market is pricing fast de-escalation in Iran too early. Here’s the systems-level breakdown using the 8:52 PM snapshot.
Signals & Charts (📈)Strait-Mode: Refineries Hit, B-2 Strikes, Europe Moves, and the Gulf Reprices Risk — March 2, 2026
Ras Tanura shuts after a drone strike, Erbil sees secondary explosions, B-2s reportedly hit hardened Iranian missile facilities, Europe signals defensive entry, and Hormuz behaves "soft-closed" as insurers and shipowners freeze. Oil and gold rip higher becaus…
Middle East & Energy Geopolitics (🛢️🔥)