- Website
- Bloomberg
- Followers
- —
- Following
- —
Key Highlights
Oil markets experience extreme volatility due to the Iran war disrupting Middle East trade flows and mixed US messages on Strait of Hormuz shipping. 22 posts
Private credit funds face redemption pressures and market scrutiny amid AI disruption fears and volatility. 6 posts
Central banks monitor inflation risks from the Iran war, with ECB pledging to avoid a repeat of past shocks. 4 posts
Main Topics (5)
Latest posts
Raízen Firma Acordo Para Reestruturar Dívida de R$ 65 Bilhões

Russian Oil Output Fell Further in February, OPEC Data Shows
Russia’s crude output declined for a third consecutive month in February, underlining the impact of US sanctions and as Ukrainian drone strikes curb domestic oil-processing. An oil pumping jack operates in an oil field near Samara, Russia. Source: Bloomberg Russia’s crude output declined for a
JPM’s Kelly Warns Liquidity Flows Are Offsetting Worrying Fundamentals
Fed Rate Cut Getting Harder to Justify, Economist Swonk Says

IEA to Release Record 400 Million Barrels From Oil Reserves
The International Energy Agency agreed to discharge 400 million barrels from emergency oil reserves, its largest-ever release, as governments seek to contain a price spike driven by the Middle East war. The International Energy Agency agreed to discharge 400 million barrels from emergency oil res
Carlyle's Currie Warns Against Oil and Gas Hoarding

Saudi Arabia Ramped Up Oil Output Before War, OPEC Data Show
Saudi Arabia told OPEC it ramped up crude production last month by roughly 8% ahead of the conflict in the Middle East, data from the group showed. Aramco's Ras Tanura oil terminal in Saudi Arabia. Photographer: Simon Dawson/Bloomberg Saudi Arabia told OPEC it ramped up crude production last m

Coffee Prices Stay at Record Despite Drop in Market for Beans
Record coffee prices aren’t easing anytime soon despite a sharp drop in the commodity market for beans — a sign of how long supply chain snarls can upend food prices. A worker inspects coffee beans at a facility in Ciudad Bolivar, Antioquia department, Colombia. Photographer: Edinson Ivan Arroyo M
Headline Inflation Could Keep Accelerating, Wilding Says

Key Takeaways From the US CPI Report for February
Here are key takeaways from the US February consumer price index report released Wednesday: A shopper in San Francisco, California. Photographer: David Paul Morris/Bloomberg Here are key takeaways from the US February consumer price index report released Wednesday: Both the headline and core

Goldman’s Flood Sees Potential for ‘Extreme’ Rally in Stocks
Hedge fund positioning across US equities has created a setup for stocks to rip higher after their recent wobble, according to Goldman Sachs Group Inc.’s trading desk. The market grappling with uncertainty stemming from the Iran war. Source: US Navy Hedge fund positioning across US equities ha

HORMUZ TRACKER: Iranian VLCCs, China-linked Ships Transit Gulf
While mainstream Western shipping remains largely suspended through the Strait of Hormuz, recent 24-hour observations reveal a slight increase in Iran-linked traffic, specifically involving two sanctioned VLCCs. While mainstream Western shipping remains largely suspended through the Strait of Hor
Equity Markets See Iran War as Short-Term Phenomenon, Morgan Stanley’s Shalett Says

Oracle’s Credit Risk Drops to One Month-Low After Strong Results
A key gauge of Oracle Corp.’s credit risk improved the most since Feb. 2 on Wednesday, after the database giant’s quarterly report helped ease investor fears about AI-related capital spending. Oracle shares jumped premarket as it reported strong sales. Photographer: Michael Nagle/Bloomberg A k

Salesforce Kicks Off Eight-Part US High-Grade Bond Offering
Salesforce Inc. kicked off its first US investment-grade bond sale since 2021 to fund a share buyback, testing investor appetite for software-sector debt. Salesforce headquarters in San Francisco. Photographer: David Paul Morris/Bloomberg Salesforce Inc. kicked off its first US investment-grad
US Core Inflation Slowed in February Ahead of War With Iran
Raízen Inks Deal to Rework $12.6 Billion Debt Out of Court
Bond Traders Pounce on Gilts That Were Hammered in the Selloff
US Premarket Movers: AeroVironment, Campbell’s, Nike, Oracle
US Futures Muted as Iran War Continues, Investors Await CPI Data

US Stocks Churn as Inflation Data Takes Backseat to War, Oil
US stocks struggled for direction on Wednesday as the war in the Middle East continued and tame inflation data from before hostilities began failed to shift sentiment. US stocks struggled for direction on Wednesday as the war in the Middle East continued and tame inflation data from before hostil