Market Intelligence Feed

Stablecoins Could Pose Major Risks to Monetary Policy, ECB Paper Warns

Widespread adoption of stablecoins would pose major risks to euro-area banks and the European Central Bank’s monetary sovereignty, particularly if linked to foreign currencies like the US dollar, an ECB working paper published warned.

Aramco Explores Oil Exports Via Red Sea to Avoid Hormuz

Saudi Aramco is exploring the option of delivering more cargoes to Yanbu, a port on the Red Sea that’s situated outside the Persian Gulf, where dozens of ships are hunkered down as the Strait of Hormuz remains effectively closed.

Investor Base ‘Has Been Spooked’ by Private Credit, Moody’s Pinto Says

Shell to Invest 3.5 Billion Reais in Raízen, Brazil CEO Says

Shell Plc is committed to inject 3.5 billion reais ($666 million) in Brazilian ethanol producer Raízen SA, a joint venture it has in partnership with Cosan SA.

Czech Central Bank Sees Robust Growth as Expansion Tops Forecast

Economic growth in the Czech Republic is becoming more robust after a stronger-than-expected expansion last year, according to the central bank.

There’s Almost Nowhere to Hide in Markets

The anti-risk parity trade.

IEA Ready to Stabilize Oil Market Hit by Iran War, Document Says

The International Energy Agency is ready to help stabilize the global oil market in the wake of the Iran conflict, noting that member countries hold over a billion barrels in emergency stockpiles, according to a document prepared by the agency and seen by Bloomberg News.

Gold and silver flows disrupted as Iran war grounds flights

Dubai is key shipping hub for precious metals from Africa and Europe to Asia

What Rachel Reeves’ Spring Statement Means for Markets

The Opening Trade team delivers special coverage of UK Chancellor Rachel Reeves’ Spring Statement. Anna Edwards and Tom Mackenzie anchor the program, joined by UK Correspondent Lizzy Burden and Bloomberg Head of Economics and Government Stephanie Flanders. Watch for expert analysis, real-time reaction, and insight into what the announcements mean for markets, policy, and the UK economy. (Source: Bloomberg)

Norway Sees No Room to Boost Its Gas Output as Qatar Cuts Supply

Norway’s natural gas producers are operating near full capacity, according to the country’s energy minister, putting further pressure on European nations looking to fill depleted stockpiles of the fuel.

UAE Markets to Resume Trading March 4 After Iran Crisis Closure

The United Arab Emirates said two key markets will reopen for trading on March 4, after two days of closure due to the US-Israeli war on Iran and conflict across the Middle East.

Rolex Enthusiasts Get Kalshi Contracts to Bet on Watch Prices

Luxury watch devotees can now bet on where the price of their beloved Rolex is headed or which model Patek Philippe will discontinue.

Investors ditch private credit funds on rising worries over bad loans

Publicly traded vehicles are trading at steep discounts in gloomy sign for broader industry

Iraq Starts Massive Oil Cuts as Hormuz Tensions Fill Storage

Iraq started shutting oil production at its biggest fields as storage tanks fill up, and is poised to shutter about 3 million barrels a day of output if the Hormuz crisis persists, according to people familiar with the operations.

Middle Eastern airlines start to fly stranded passengers out of Gulf

UK and French governments prepare to repatriate vulnerable nationals

UK Mulls Revival of Switch Auctions to Improve Gilt Liquidity

The UK said it may revive so-called switch auctions to improve gilt-market liquidity.

Natural Gas Crisis Hits Peru Businesses as Rationing Starts

Peru’s main natural gas fields have stopped shipping fuel just as global prices are spiking due to the war in the Persian gulf, hitting national industries that depend on cheap power.

Israel Strikes Hezbollah Targets in Beirut

Israel says it's striking Iran-backed Hezbollah targets in Lebanon. It says the military “is conducting targeted strikes against Hezbollah terrorist infrastructure in order to remove threats and prevent infiltration attempts into Israeli territory." This is video from Beirut on March 3. Hezbollah attacked Israel in retaliation for the killing of Iran's supreme leader. (Source: Bloomberg)

Ares CEO on Access & Risks in Private Markets

Ares Management Corporation Co-Founder & CEO, Michael Arougheti, discusses the private credit cycle, firm growth and the push to expand access beyond traditional institutional investors. He spoke with Bloomberg’s Dani Burger at Bloomberg Invest 2026 in New York. (Source: Bloomberg)

Ares CEO Says UBS Call on 15% Private Debt Default ‘Absolutely Wrong’

A forecast last week from UBS Group AG analysts that private credit default rates could reach 15% was “absolutely wrong,” Ares Management Corp.’s Chief Executive Officer Mike Arougheti said.

Investors Face 'Painful' 18-24 Months, Soros CIO Says

Soros Fund Management Chief Investment Officer Dawn Fitzpatrick said investors are in for a “painful” 18 to 24 months as markets grapple with geopolitical risks and the threat of AI disruption. She speaks to Lisa Abramowicz at Bloomberg Invest. (Source: Bloomberg)

Apollo’s Rowan Warns of Shakeout Coming for Private Markets

Apollo Global Management Inc. Chief Executive Officer Marc Rowan warned that a shakeout is coming for private credit firms as the industry faces a wave of concerns about rising defaults on loans to software companies.

Blackstone Sees Record Redemptions From Private Credit Fund

Blackstone Inc. is allowing investors to redeem a record 7.9% of shares from its flagship private credit fund, meeting requests equivalent to around $3.8 billion. Silas Brown reports. (Source: Bloomberg)

Trump Says Iran's Air Force and Navy Are Gone

Israel begins another wave of attacks on Iran as President Donald Trump said on Truth Social that it's too late for negotiations. Tyler Kendall reports from the White House. (Source: Bloomberg)