Curated and linked market/company news with enrichment tags.
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The global oil market is “in for a shock” as the Middle East conflict will likely extend for a prolonged period with Iran leveraging control of the Strait of Hormuz, said Randa Fahmy, a former US associate deputy energy secretary.
Here's why the Indian rupee could continue to get weaker despite a push to curb speculation, according to Abbas Keshvani, Asia Macro Strategy Director at RBC Capital Markets and Bloomberg's Ruth Carson. (Source: Bloomberg)
Pension and wealth manager Colonial First State is looking to floating-rate debt and inflation-protected bonds to navigate rising inflation and slowing growth caused by higher energy prices.
Oil prices climbed on Monday after Yemen's Houthis said they had fired missiles at Israel, opening a new front in the U.S.- and Israeli-led conflict with Iran.
Israel’s parliament approved a 2026 state budget with a large defense supplement to cover the war with Iran, to be funded by additional borrowing and cuts in civilian spending.
Israel’s parliament approved a state budget that should stabilize the ruling coalition until elections later this year and which will see defense spending increase significantly to cover the wars against Iran and in Lebanon.
China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month.
Iran’s leaders have more incentives to keep the conflict going than Trump does.
President Donald Trump says Iran is ready to agree to a plan for an end to the conflict, though Tehran's public stance remains defiant. Bloomberg's Joumanna Bercetche reports from Dubai. (Source: Bloomberg)
Why did gold fail to protect portfolios during the latest market shock? In this episode of Merryn Talks Money, Merryn Somerset Webb speaks with Evy Hambro, global head of thematic and sector investing at BlackRock, about the violent moves in gold and silver, the new energy risk premium, and why commodities may be entering a powerful new cycle. They discuss inflation, interest rates, energy security, mining valuations, AI-driven demand for materials, and why investors may need to rethink how much exposure they have to gold, energy and broader commodity equities. (Source: Bloomberg)
Infinitas Capital, a Swiss family office run by real estate heir Robin Lauber, plans to launch a new investment company that will seek a listing on Nasdaq Stockholm.
Banks led by JPMorgan Chase & Co. are facing pushback on the terms of a $7.2 billion debt deal to fund Clayton, Dubilier & Rice’s takeover of Bubble Wrap maker Sealed Air Corp., according to people familiar with the matter.
The Iran conflict is raising the prospect of stagflation and is "a pretty bad mix for markets," according to Jim McCormick, Chief Global Macro Strategist at Citi. He speaks on the sidelines of the Citi Hong Kong Macro Conference. (Source: Bloomberg)
India’s rupee posted its biggest gain since February after a central bank move aimed at curbing speculation triggered a rush among lenders to sell dollars, helping the local currency rebound from record lows.
India’s rupee posted its biggest gain since February after a central bank move aimed at curbing speculation triggered a rush among lenders to sell dollars, helping the local currency rebound from record lows.
India’s rupee staged its sharpest rebound since February after the central bank took its most dramatic step in more than a decade to curb speculation.
India’s most dramatic step in more than a decade to curb speculation in the foreign-exchange market delivered fleeting gains, with an initial jump in the rupee rapidly fading, reflecting the deep challenges the central bank faces in supporting Asia’s worst-performing currency.
India’s most dramatic step in more than a decade to curb speculation in the foreign-exchange market delivered only fleeting gains, with an initial jump in the rupee reversing.
Jim McCormick, Head of Macro Strategy at Citi, says the Iran war poses a significant challenge for global central banks. He expects less monetary tightening from Asian policymakers but greater fiscal support in response to the conflict, a combination he says could lead to a steepening yield curve. (Source: Bloomberg)
The Middle East conflict has entered its fifth week, with attacks expanding across the region and raising risks to energy and infrastructure.
Chinese biotech firm Hua Medicine sees robust growth in 2026 after reporting a 93% jump in full-year revenue. Speaking exclusively to Bloomberg's "The China Show," Chief Strategy Officer George Lin discusses the outlook for the company’s flagship drug dorzagliatin and plans to expand to additional markets. (Source: Bloomberg)
The Middle East conflict has entered its fifth week, with attacks expanding across the region and raising risks to energy and infrastructure.
Innovent Biologics has reported its first profit even as competition from weight-loss generics looms. Speaking exclusively to Bloomberg's "The China Show," CFO Rachel You says China's obesity drug market has massive potential and could mirror current penetration rates in the US. (Source: Bloomberg)
U.S. stock-index futures fell and oil prices surged again on Sunday, following sharp losses on Wall Street on Friday, as investors are waking up to the reality that the economic effects of the Iran war — now entering its fifth week — are likely to last longer than first expected.
