Bloomberg Nachrichten

 

Advent is exploring a sale of its Ultra Maritime business for more than £3 billion, as demand surges for naval defense companies amid conflicts from Iran to Ukraine, according to people familiar with the matter....

"There's a fair amount of complacency within the market," Seema Shah, Principal Asset Management chief global strategist, says on "Bloomberg Open Interest." (Source: Bloomberg)...

Anthropic PBC sued the Defense Department for declaring that the artificial intelligence giant posed a risk to the US supply chain, according to a court filing....

Fast-money investors are piling into bets against US stocks. Goldman Sachs says hedge funds raised short positions in equity ETFs by more than 8% last week. Bob Sloan of S3 Partners joined Bloomberg Open Interest to talk about the short interest in Blue Owl and why investors do not believe the marks in private credit. (Source: Bloomberg)...

Bloomberg Opinion Columnist Javier Blas says using the East-West oil pipeline that runs across the Arabian Peninsula, and another pipeline owned by the United Arab Emirates, can help get oil to market by avoiding the Strait of Hormuz. He says doing so, could help slow down rising oil and gasoline prices. He speaks on Bloomberg Open Interest. (Source: Bloomberg)...

Group of Seven finance ministers said they were ready to take any steps needed to support global energy supply, including releasing strategic oil reserves....

As investors pull back on rate cut bets and push expectations out to September, a new energy shock is rattling markets. Dynex Capital Co-CEO Smriti Popenoe joined Bloomberg Open Interest to talk about why inflation may be “transient” again. She also warns the market is now pricing a higher probability of rate hikes. (Source: Bloomberg)...

Treasury yields are climbing as war fears rattle markets and push rate-cut hopes further out. David Dindi, CEO of Atomic Invest, says a shutdown of the Strait of Hormuz could keep inflation elevated if the conflict drags on longer than investors expect,  impacting oil prices and the Fed's path forward. (Source: Bloomberg)...

Mercedes-Benz Group AG is considering sharing its manufacturing plant in South Africa with Great Wall Motor Co., a move that could boost the facility's viability as US trade tariffs take effect, people familiar with the matter said....

Ed Morse, senior adviser at Hartree Partners, assesses the impact of the Iran war and the Strait of Hormuz disruption on global energy markets. He ranked the crisis as more serious than anything since the early 1970s and warned markets are too complacent. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)...

Many top Wall Street banks are allowing staff in the United Arab Emirates to temporarily leave the country and work remotely as attacks on the Gulf nation continue....

Everything from groceries to gas is set to get more expensive as oil climbs above $100 a barrel. Jake DeWitte and Amir Vexler, the CEOs of Oklo and Centrus Energy respectively join Bloomberg Open Interest to talk about how next-generation nuclear energy can help the US achieve energy independence. (Source: Bloomberg)...

The Group of Seven nations is “not there yet” in terms of organizing a global release of emergency oil inventories in response to the Iran war, according to France, which holds the current presidency....

Edward Morse, special advisor at Hartree Partners, says consumers should expect to see gas prices in the US top $4 a gallon soon. He also expects ships in the Strait of Hormuz to keep being attacked. In a note he says oil prices could climb another 50%. (Source: Bloomberg)...

Hedge fund Irenic Capital Management, known for its activism campaigns, is building out its private equity practice and has hired an ex-Apollo Global Management Inc. principal to oversee it....

European Union Economy Commissioner Valdis Dombrovskis said euro-area finance chiefs will talk about a possible joint release of oil reserves after crude smashed through $100 a barrel....

President Donald Trump's eldest sons are investing in a new drone company, expanding their defense portfolio at a moment when the Pentagon is ramping up its own spending on unmanned aircraft systems....

Airports in the US are reporting longer-than-normal wait times in security lines, as Transportation Security Administration agents are poised to miss their first full paycheck this week....

Around 8% of staff at the Bank of England will leave in the next few months as part of an effort to ease pressure on the bank's strained finances....

Are prediction markets poised to win over big institutional players? Robinhood CEO Vlad Tenev joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss where the company stands in the prediction market space, how he thinks betting markets will grow and what he thinks about the alien disclosure contract. (Source: Bloomberg)...