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03.03.26 - 01:06
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Iran Conflict Expands as Trump Vows ′Whatever it Takes′ (Bloomberg)
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The US sent conflicting messages about how long a war with Iran might last as Israel launched new airstrikes, with the widening conflict reverberating across the Middle East and upending energy markets. Bloomberg's John Harney explains. (Source: Bloomberg)...
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03.03.26 - 00:57
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Amerikas Angriff – und die Angst vor dem Terror daheim (Die Welt)
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Infolge des Kriegs im Iran wächst in Amerika die Sorge vor Anschlägen. Allein am Sonntag kam es in den USA und Kanada zu zwei Taten, die mutmaßlich islamistisch motiviert waren. Politiker sind in Alarmbereitschaft – Grenzschutz, Polizei und Überwachungsbehörden rüsten auf....
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03.03.26 - 00:54
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Big Short′s Moses: If Private Credit Goes, Fed Has No Choice But to Bail Out (Bloomberg)
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Moses Ventures Founder Danny Moses, immortalized in The Big Short, joins Bloomberg Businessweek Daily to discuss the state of US markets as the Iran conflict introduces a new set of headwinds. Moses also weighs in on the state of private credit, saying that today's private credit worries "rhyme with previous cycles" of market pessimism, in particular the lead-up to the 2008 Great Financial Crisis. Moses adds that "it's in the back of people's minds... if private credit goes, the Fed's going to have no choice but to bail it out, and they're probably right." Moses also weighs in on the potential financial and labor market impacts of AI, the Fed's monetary policy path, betting markets, and more. Moses speaks with Bloomberg News Equities Reporter Alexandra Semenova alongside Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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03.03.26 - 00:48
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US considers capping Nvidia H200 sales at 75,000 per Chinese customer (SCMP)
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US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company, which would further constrain the chipmaker's re-entry into a crucial market.
The Trump administration has talked about limiting Chinese firms to buying 75,000 of Nvidia's H200 chips each, according to people familiar with the matter.
Shipments of Advanced Micro Devices' MI325 chips, which have similar capabilities, would also count towards a customer's cap, the people said. These......
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03.03.26 - 00:30
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Trump′s Iran War Widens, Forcing Reluctant Allies to Choose (Bloomberg)
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In just over 48 hours since the US and Israel began striking Iran, the conflict has widened fast. Countries that say they aren't part of it are already being pulled in as their bases, infrastructure and citizens are exposed to retaliation. At some point, America's allies will have to choose. How much US activity do they host? How far do they stretch “defensive” support? What do they do when their own territory is struck? The longer the fighting drags on, the harder it becomes to stay on the sidelines. The United Arab Emirates and Qatar have already begun lobbying allies to help them persuade President Donald Trump to keep military operations against Iran short, according to people familiar with the matter. CSIS Middle East Program Director and Senior Adviser Mona Yacoubian joins Bloomberg Businessweek Daily to discuss. She speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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