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28.05.26 - 14:54
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US and Iran trade fresh strikes & Snowflake′s melt-up | The Pulse 5/28/2026 (Bloomberg)
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The US and Iran traded fresh strikes. Oil prices climbed on fears of escalation and mixed signals on the status of peace talks. Meanwhile, software-maker Snowflake soared postmarket after signing a $6 billion chip and cloud deal with Amazon.
Today's guests: Greg Peters, PGIM Credit Co-CIO; Elizabeth Weymouth, Grafine Partners Founder and Managing Partner; Lorenzo Bini Smaghi, Former Societe Generale Chairman; Katie Gaddini, UCL Associate Professor and Janet Truncale, EY CEO
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. (Source: Bloomberg)...
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28.05.26 - 14:06
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US Strikes Iran Targets; Snowflake Jumps on Results | Bloomberg Brief 5/28/2026 (Bloomberg)
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US equity futures fall and oil climbs after the US struck Iranian military targets for the second time this week. Snowflake surges after a stronger-than-expected annual outlook and signing a $6 billion deal with Amazon. Salesforce issues a tepid outlook. Michael Sneyd of BNP Paribas discusses Kevin Warsh's challenges as Fed Chair ahead of US PCE numbers. (Source: Bloomberg)...
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23.05.26 - 16:06
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Trump Speaks With Qatar Emir As Pakistani-Led Iran Peace Push Intensifies (ZeroHedge)
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Trump Speaks With Qatar Emir As Pakistani-Led Iran Peace Push Intensifies
US-Iran de-escalation hopes drove crude oil and rates lower and put a bid in equities by the end of Friday's trading day, amid speculation that President Trump would stay at the White House over Memorial Day weekend instead of attending Donald Trump Jr. and Bettina Anderson's wedding celebrations in the Bahamas.
"As Iran/oil/rates pressure eased on de-escalation hopes, leadership rotated toward small caps, equal weight, housing, transports, discretionary, and selective defensive growth, with short covering in high short-interest/profitless tech and consumer cyclicals reinforcing the catch-up trade," UBS analyst Torsten Sippel wrote in a note to clients late Friday.
Early Saturday morning, Bloomberg reports that President Trump held a phone call with Qatar's Emir Sheikh Tamim bin Hamad Al Thani, regarding Pakistani-led efforts to de-escalate Gulf tensions and preserve the fragile US-Iran ceasefire.
Iran's to...
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07.05.26 - 11:12
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JD Sports warns Iran war could hit consumer spending and raise prices (The Guardian)
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Retail group with 4,800 stores worldwide expects drop in profits this year amid 'muted market'Business live – latest updatesThe sports fashion retailer JD has warned that profits will fall this year amid a “muted market” hit by weaker spending by young people and concerns about the Middle East conflict.The company, which runs 4,800 stores worldwide including the JD, Blacks and Millets chains in the UK, said it expected profits of between £750m and £850m in the year ahead, after reporting £852m in the year to the end of January. Continue reading......
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24.04.26 - 18:00
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Retail sales rise in Great Britain after Iran war prompted ′panic at the pumps′ (The Guardian)
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Rise of 0.7% in March was spurred by motorists filling their tanks, and the sun helping clothing and footwearBusiness live – latest updatesMotorists stocking up on fuel helped to push up retail sales in Great Britain last month as the Iran war prompted “panic at the pumps” amid rapid rises in petrol and diesel prices.The Office for National Statistics (ONS) said the volume of retail sales rose by 0.7% last month, well above analysts' forecasts of just 0.1%. Continue reading......
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