WE ARE GOING TO GET A DEAL OR IT WILL BE UNFORTUNATE FOR THEM. I WOULD THINK IT WOULD BE ENOUGH TIME, 10 OR 15 DAYS. PAUL: PRESIDENT TRUMP SAYS IRAN HAS ONLY DAYS TO STRIKE A DEAL ON ITS NUCLEAR PROGRAM AS THE U.S. MILITARY DEPLOYS ITS BIGGEST FORCE BUILDUP IN THE MIDDLE EAST SINCE THE 2003 IRAQ INVASION.I AM PAUL ALLEN IN THIS IS INSIGHT WHERE WE DIVE DEEPER INTO THE STORIES WITH CRUCIAL CONTEXT AND SHARP ANALYSIS. TENSIONS WITH IRAN DEEP IN OIL HITS THE HIGHEST LEVEL. OFFICIALS SURPRISINGLY WARY OF CUTTIN ...

This is the issue of trade, I'm sure. Brianna in Tokyo. I'm April Hong in Singapore.Your top stories this hour. Growing fears of a US strike on Iran set to send Asian stocks lower while extending a surge in oil prices. The S&P 500 falling, while Treasuries and the dollar edged higher on haven demand.The US amasses an array of forces in the Middle East, with President Trump saying Iran has 15 days and most to strike a deal over its nuclear program. Also ahead, Blue Owl Capital restricts withdrawals from one ...

Stocks opened lower in Japan and Australia, indicating a headwind to sentiment after two days of advances for a gauge of the region’s stocks. Markets were also set to reopen in Hong Kong after the Lunar New Year holidays, while those for mainland China remained shut. The dollar was poised to notch its best week since mid-November.Crude rallied as President Donald Trump said the US has to “make a meaningful deal” with Iran, adding that the next 10 days will tell whether there will be an accord. Treasuries e ...

Energy Market Overview - Rising tensions between the US and Iran are expected to impact oil prices, with a current price around $65, which includes a $5 geopolitical risk premium [2][11] - The US administration aims to keep gasoline prices low, which is crucial for managing inflation [3][6] - Oil prices are currently at their highest levels since last summer, with a potential target of $70 per barrel for sustainable producer returns without significantly raising consumer gasoline prices [4][5] Geopolitical Risks - Iran's strategic position near the Strait of Hormuz, through which 20% of global oil and natural gas passes, poses a risk for global oil supply disruptions [8][12] - If Iran were to significantly disrupt oil supply, prices could rise dramatically, potentially exceeding $100 per barrel, although this scenario is considered unlikely [9][10] Market Supply Dynamics - Global oil inventories are currently well-supplied, but geopolitical tensions could affect future pricing [10][11] - Saudi Arabia holds spare capacity that could be utilized in the event of supply disruptions [13] Investment Opportunities in Energy Sector - Tortoise Capital offers various ETFs focusing on energy sectors, including natural gas, electrification, nuclear power, and AI infrastructure [14][15] - The Tortoise Essential Energy Fund (TNGY) emphasizes natural gas, which is expected to see rising demand driven by AI and LNG exports [15] - The Tortoise Electrification Infrastructure Index (TPZ) targets opportunities in electricity generation and transmission, anticipating a 2-3% annual growth in electricity demand in the US [15][16] - The Tortoise Nuclear Renaissance ETF focuses on the growth of nuclear power as a significant energy source [16] - The Tortoise Capital AI Infrastructure Fund (TCAI) captures investments in infrastructure necessary for AI development, including data centers and related technologies [17][19] Performance of Investment Funds - The TCAI fund has seen a 45% increase over six months, driven by rising capital spending in AI infrastructure [20][22] - Continued expansion of data centers and demand for AI applications are expected to sustain growth in this sector [21][22]

Group 1: Ceasefire Monitoring in Ukraine - Ukrainian President Volodymyr Zelenskyy confirmed a constructive agreement in Geneva regarding a potential ceasefire, with the U.S. leading the monitoring mechanism alongside European allies [2] - Despite progress on monitoring, talks remain challenging with unresolved issues regarding occupied territories and the Zaporizhzhia Nuclear Power Plant [3] - Market participants are closely monitoring these developments, as a formal truce could significantly impact the SPDR S&P 500 ETF Trust (SPY) and defense contractors like Lockheed Martin (LMT) [3][4] Group 2: U.S. Biotech Industry Challenges - FDA Commissioner Marty Makary warned that the U.S. is losing its competitive edge in early-stage drug development to China, citing bottlenecks in hospital contracting, ethical reviews, and the IND application process [5] - U.S. firms spent over $4.2 billion last year to license compounds from Chinese labs, with companies like AstraZeneca (AZN) announcing multi-billion dollar deals for Chinese-developed drugs [6] - The FDA is proposing reforms to streamline manufacturing approvals and reduce reliance on animal studies, but these efforts may face challenges from staffing cuts and shifting federal priorities, impacting the iShares Biotechnology ETF (IBB) and the broader healthcare sector [7]

JOUMANNA: GOOD MORNING. IT IS "HORIZONS MIDDLE EAST AND AFRICA." OUR TOP STORIES THIS MORNING. U.S. FUTURES FALLING AND TREASURIES EDGE HIGHER UNDERSCORING A MOVE HEADING INTO THE MARKET’S REOPENING AFTER A HOLIDAY.WTI CRUDE RISING AS TRADERS PRICE IN HIGHER GEO-POLITICAL RISKS AS IRAN HOLDS NAVAL EXERCISES BEFORE TALKS WITH THE U.S. IN GENEVA TODAY. THE WORLD’S LARGEST MINER REPORTS HIGH FIRST QUARTER PROFIT VIA THE COPPER RALLY. YESTERDAY WAS VERY THIN LIQUIDITY IN THESE MARKETS.IT IS LUNAR NEW YEAR. HAPP ...

Core Viewpoint - The perception that oil markets are insulated from geopolitical tensions due to U.S. shale production is misleading, as geopolitical events can still significantly impact oil prices [1]. Group 1: Oil Price Movements - The recent rally in oil prices was driven by the threat of military escalation between the U.S. and Iran, with Brent crude surpassing $67 per barrel and WTI exceeding $62 [2]. - A military conflict with Iran could lead to a significant price increase, although Rystad Energy suggests that even in worst-case scenarios, oil prices may only rise by $10 to $15 per barrel [4]. Group 2: Scenarios for U.S.-Iran Relations - Rystad Energy outlined five scenarios regarding U.S.-Iran relations, with the most optimistic involving a new nuclear deal that would increase Iran's oil production, while the other scenarios are increasingly bullish, including limited to extensive military strikes [3]. - The potential for a price shock exists if Iran were to close the Strait of Hormuz, affecting 20% of global oil supply and potentially leading to an 80% price increase based on historical data [5]. Group 3: Energy Efficiency and Market Dynamics - Energy efficiency improvements have reduced the amount of oil needed to produce one unit of GDP in the U.S. by about 25% since 2011, indicating a shift in oil demand dynamics [6]. - Despite crude oil remaining the primary energy source globally, the impact of price shocks is less severe than in previous decades due to inflation, which diminishes the purchasing power of oil prices [6].

I think if anything, it's made the current environment with geopolitical volatility. Macroeconomic volatility has made us more committed to global diversification. And, you know, we've been investing globally for over 25 years and we've, you know, businesses in Europe, India, China, Southeast Asia and Latin America.We've got investment teams on the ground and it's been about 50% of our investing activity has been outside the U.S. really for the last 15, 20 years. And so that ratio, it hasn't changed at all. ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in the context of investments in complex instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the high risks associated with cryptocurrencies and CFDs, highlighting that they are complex instruments with a significant potential for financial loss [1]. - It encourages users to conduct their own research and fully understand the workings and risks of any financial instruments before investing [1].

>> THIS IS "BALANCE OF POWER," LIVE FROM WASHINGTON, D. C. JOE: FROM BLOOMBERG'S WASHINGTON, D.C. , STUDIOS TO OUR TV AND RADIO AUDIENCES WORLDWIDE, WELCOME TO "BALANCE OF POWER." I AM JOE MATHIEU. TONIGHT, FULL ACCESS. --FULL ACCESS.TWO MEMBERS OF CONGRESS, TOM MASSIE AND RO KHANNA, ARE SUCH A BRIEF THE REPUBLICAN WHAT THEY SAW FROM THE UNREDACTED EPSTEIN FILES. ACROSS THE POND, THE EPSTEIN SCANDAL HAVING A RIPPLE EFFECT ON BRITISH POLITICS. PRIME MINISTER KEIR STARMER, WHO NEVER MET EPSTEIN, IS FIGHTING F ...