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Source document· March 13, 2026

Wall Street contemplates an open-ended conflict: Morning Brief

View original at finance.yahoo.com
Wall Street contemplates an open-ended conflict: Morning Brief 👋 Good morning! Wednesday’s oil price reprieve was short-lived. Prices for Brent (BZ=F) and WTI (CL=F) were hovering just under $100 per barrel on Thursday as the conflict in the Middle East widened, bringing the stock market down…
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  • The real market shock is in long bonds, not stocks

    60% confidence
  • AI oversight is becoming a concern in the new military paradigm

    60% confidence
  • This is the largest supply disruption in history

    60% confidence
  • Bond market may be the key place for insights over stock market

    60% confidence
  • Oil crisis may have made PCE inflation numbers out of date

    60% confidence
  • Oversight is becoming a concern in AI-driven military targeting paradigm

    60% confidence
  • AI-driven kill chain is transforming how the US wages war

    60% confidence
  • The oil supply disruption is the largest in history

    60% confidence
  • Oil crisis may have made PCE inflation numbers out of date

    60% confidence
  • Bond market may be key place for insights rather than stock market

    60% confidence
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Late-2026 Biotech Catalyst Season: FDA Decisions and Pivotal Readouts Converge Across Oncology, Hepatology and Cardiometabolic
Mid-November 2026 is dense with scheduled biotech catalysts. The ivonescimab BLA PDUFA date is 2026-11-14, the lorundrostat PDUFA date is 2026-12-22, and Phase 3 ECLIPSE hepatitis delta data are due in Q1 2027. Alongside these, siRNA and antibody programs (plozasiran, elebsiran/tobevibart, ianalumab, nipocalimab) reported or presented data at AHA, AASLD, ACR and ASH, while Oryzon advanced iadademstat in AML with Spanish trial authorizations and a planned ALICE-3 Phase III. Late-stage data and regulatory milestones are driving the sentiment. A planned delisting (EGM 2026-11-19, application 2027-01-25) is a separate corporate-structure event with no clear link to the rest.
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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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Donde las fuentes discrepan
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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