Public Markets 3d Briefing
×Market & Economy
US stocks bloomberg.com fluctuated as traders debated the impact of the Iran war. JPMorgan Chase bloomberg.com CEO Jamie Dimon sees more market exuberance than there should be. Oil and gasoline prices bloomberg.com spiked as war disrupted shipments. The US economy is expected to moderate bloomberg.com after January's robust job growth.
The escalating Middle East conflict sent safe haven assets bloomberg.com higher. Gold ft.com is being sought as a haven from the war. Oil prices bloomberg.com are forecast to jump.
Geopolitics & Policy
JPMorgan's Dimon bloomberg.com was not surprised by the market reaction to Iran. Former Treasury Secretary Janet Yellen bloomberg.com sees the Iran conflict affecting US economic growth and inflation. Singapore bloomberg.com may relook at its GDP outlook due to the Iran crisis.
China bloomberg.com is seen among the losers economically from the Mideast war. US farmers bloomberg.com see new tariffs as instability. Colombia bloomberg.com plans to hit Ecuador with tariffs.
Deals & Corporate
SoftBank bloomberg.com is delaying the start of marketing for its US IPO. JPMorgan bloomberg.com is starting a debt deal for the $55 billion Electronic Arts buyout. Ares Management bloomberg.com is the lead buyer in a $2.2 billion Arcmont secondary sale.
Restaurant Brands investing.com has a simplification plan. BYD finance.yahoo.com stock jumped. Frontier investing.com was downgraded. BTIG investing.com downgrades Fiverr. Argus investing.com downgrades Pinterest.
Commodities & Energy
US natural gas exporters bloomberg.com stand to gain from supply disruptions. Australian LNG shares bloomberg.com jumped as the Iran crisis hinders global supply. Oil supertanker rates bloomberg.com soared to a record.
Chevron and Exxon investing.com price targets were raised. US natural gas futures bloomberg.com jumped alongside global prices.
Finance & Markets
Hedge funds ft.com are rethinking emerging market bets after the US-Israel strikes on Iran. JPMorgan bloomberg.com dialed back bullish emerging-markets calls. Investors finance.yahoo.com seek harbor in gold.
Municipal bonds offer investors shelter. China's capital markets bloomberg.com rebounded.
Companies & Industries
Amazon's AWS finance.yahoo.com reported an outage after a UAE data center was struck. Emirates Global Aluminum bloomberg.com is considering using offshore stocks. Airlines’ healthy finances ft.com will be tested by the Middle East conflict.
SpaceX ft.com lines up a Starship launch. Ford autos.yahoo.com rolls out discounts. Jefferies investing.com forecasts a fall in smartphone shipments.
M&A & Private Equity
Middle East buyers bloomberg.com defy missile strikes to extend the global deal spree. Brentford FC bloomberg.com gets investment. AES’s private equity buyers ft.com pulled off a self-leveraging buyout.
UK private equity ft.com investor plots closure of WHSmith stores. Elliott ft.com amassed exposure to a collapsed mortgage provider. JPMorgan bloomberg.com expects a pickup in M&A activity.
Other News
Trump ft.com will drop the battle against law firms. Musk’s X, x AI bloomberg.com to pay back $17.5 billion debt. Vera Mae's Bistro yahoo.com closed its doors. David Oddsson bloomberg.com, Iceland's central banker, has died. The Evolution of Giorgia Meloni bloomberg.com is discussed.