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Your morning briefing, the business news you need in just 15 minutes.

On today's podcast:

(1) Oil surges as Saudi Arabia goes it alone with a one million barrel supply cut.

(2) Reports from the WSJ suggest the US could raise capital requirements by 20% for large lenders.

(3) The UK widens its lead as Europe's favored destination for FDI in the financial sector.

(4) Morgan Stanley warns a 16% drop in US profits will kill the American equity rally.

(5) Workers tell Bloomberg that ending hybrid working is a deal breaker. 

Your morning briefing, the business news you need in just 15 minutes.
On today's podcast:
(1) Oil surges as Saudi Arabia goes it alone with a one million barrel supply cut.
(2) Reports from the WSJ suggest the US could raise capital requirements by 20% for large lenders.
(3) The UK widens its lead as Europe's favored destination for FDI in the financial sector.
(4) Morgan Stanley warns a 16% drop in US profits will kill the American equity rally.
(5) Workers tell Bloomberg that ending hybrid working is a deal breaker.

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.

Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.

Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.

Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.
Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.
Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg&rsquo;s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.
Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe&nbsp;is the essential way to start your morning informed and ahead.

Bloomberg Daybreak: Europe Edition

Saudi Arabia Cuts Oil Supply & Bank Capital Requirements Could Rise By 20%

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dec7b1d2-9825-46b4-822a-b018005deeff/transcript

Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) Oil soared above $100 a barrel as more major Middle East producers curbed production, the Strait of Hormuz remained all but closed, and the US threatened to deepen a conflict that has upended energy markets.

(2) Equities tumbled and a global bond selloff deepened as crude oil surged above $100 a barrel for the first time since 2022, with the US-Israeli war against Iran showing no sign of easing and both sides appearing set to prolong the conflict. The dollar rose.

(3) Iran named the son of the late Ayatollah Ali Khamenei as its new supreme leader and President Donald Trump called $100 oil a “small price to pay,” with neither side showing any sign of deescalating a war now entering its 10th day.

(4) President Donald Trump is weighing the option of deploying special forces on the ground to seize Iran’s near-bomb-grade uranium, as officials grow increasingly concerned the stockpile may have been moved, according to three diplomatic officials briefed on the matter.

(5) UK Prime Minister Keir Starmer raised the prospect of intervening to help households with soaring energy bills as oil prices hit $100-a-barrel for the first time since 2022, with little sign that the war in Iran is nearing resolution.

(6) Chancellor Friedrich Merz suffered a setback when his conservatives lost a regional election to the Greens, a stinging blow for the unpopular German leader compounded by a jump in support for the far right.

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Oil soared above $100 a barrel as more major Middle East producers curbed production, the Strait of Hormuz remained all but closed, and the US threatened to deepen a conflict that has upended energy markets. (2) Equities tumbled and a global bond selloff deepened as crude oil surged above $100 a barrel for the first time since 2022, with the US-Israeli war against Iran showing no sign of easing and both sides appearing set to prolong the conflict. The dollar rose. (3) Iran named the son of the late Ayatollah Ali Khamenei as its new supreme leader and President Donald Trump called $100 oil a &ldquo;small price to pay,&rdquo; with neither side showing any sign of deescalating a war now entering its 10th day. (4) President Donald Trump is weighing the option of deploying special forces on the ground to seize Iran&rsquo;s near-bomb-grade uranium, as officials grow increasingly concerned the stockpile may have been moved, according to three diplomatic officials briefed on the matter. (5) UK Prime Minister Keir Starmer raised the prospect of intervening to help households with soaring energy bills as oil prices hit $100-a-barrel for the first time since 2022, with little sign that the war in Iran is nearing resolution. (6) Chancellor Friedrich Merz suffered a setback when his conservatives lost a regional election to the Greens, a stinging blow for the unpopular German leader compounded by a jump in support for the far right.

Oil Comes Close To $120, Iran War Market Selloff, Khamenei’s Son New Leader

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bfd5f316-e427-40aa-9a95-b408006defb6/transcript

Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) A barrage of Iranian missiles and drones targeted at least five countries across the Middle East, prompting several governments to urge their citizens to take shelter, while Israel carried out a 12th wave of airstrikes on Tehran and the US suspended operations at its embassy in Kuwait. 

(2) The US has cleared the way for India to temporarily increase its purchases of Russian oil, reversing months of pressure on the world’s third-largest crude importer as an escalating conflict in the Persian Gulf upends energy flows.

(3) As Dubai residents sat on their balconies watching Iranian missiles being intercepted, London-based recruiter Ashwin Anil started getting calls and texts from prospective hires contemplating a move to the Gulf metropolis. Half of them were now having doubts. 

(4) For years, Europe has endured President Donald Trump’s complaints that it is a complacent continent hiding under America’s security umbrella. Now, as he launches the first open-ended military campaign of his presidency, its leaders find themselves holding something he still needs: their bases, airspace and strategic geography.

(5) US military forces are turning to a range of artificial intelligence tools to quickly manage enormous amounts of data for operations against Iran, according to US Central Command, highlighting the emerging technology’s growing role in warfare.

(6) Nvidia has long been the world’s AI kingmaker. Now, the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers.

Podcast Conversation: Hormuz Is the Hidden Risk to the AI Economy

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A barrage of&nbsp;Iranian missiles&nbsp;and drones targeted at least five countries across the Middle East, prompting several governments to urge their citizens to take shelter, while Israel carried out a 12th wave of airstrikes on Tehran and the US suspended operations at its embassy in Kuwait.&nbsp; (2) The US has cleared the way for India to temporarily increase its purchases of Russian oil, reversing months of pressure on the world&rsquo;s third-largest crude importer as an escalating conflict in the Persian Gulf upends energy flows. (3) As Dubai residents sat on their balconies watching Iranian missiles being intercepted,&nbsp;London-based recruiter Ashwin Anil started&nbsp;getting calls and texts from prospective hires contemplating a move to the Gulf metropolis. Half of them&nbsp;were&nbsp;now having doubts.&nbsp; (4) For years, Europe has endured President Donald Trump&rsquo;s complaints that it is a complacent continent hiding under America&rsquo;s security umbrella. Now, as he launches the first open-ended military campaign of his presidency, its leaders find themselves holding something he still needs: their bases, airspace and strategic geography. (5) US military forces are turning to a range of artificial intelligence tools to quickly manage enormous amounts of data for operations against Iran, according to US Central Command, highlighting the emerging technology&rsquo;s growing role in warfare. (6) Nvidia has long been the world&rsquo;s AI kingmaker. Now, the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers. Podcast Conversation: Hormuz Is the Hidden Risk to the AI Economy

Iran Attacks Sweep Gulf, US OK’s Russia-India Oil, Dubai Braces For Fallout

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ca7c89c5-11b5-476e-b703-b405006d0e0e/transcript

Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) President Donald Trump expressed confidence in the US military campaign against Iran even as the timeline for operations remained deeply unclear on the fifth day of the Middle East war.

(2) Real change in Iran will require a sustained US military focus in the Middle East that could wear down US weapons stockpiles and leave it vulnerable to attacks from other adversaries such as Russia and China, former Secretary of State Antony Blinken said.

(3) Oil extended gains as the US and Israeli war against Iran disrupted crude flows to key importers, with the combatants vowing to press on with the conflict and top importer China seeking to conserve fuel.

(4) The financial and logistical troubles the Iran war is causing for the global aviation industry are compounding by the day, with the number of canceled flights to Middle East hubs surpassing 23,000 since fighting began.

(5) China set its most modest growth target since 1991, a tacit acknowledgment that the model powering the country’s economic rise is showing strains.

(6) Anthropic chief Dario Amodei has resumed discussions with the Pentagon about the way its AI models are used by the US military, raising the possibility that the two sides can resolve a feud that’s transfixed Silicon Valley.

Podcast Conversation: Billionaire Sitting On 16,000 Kilos of Gold Says Price Will Rise

Your morning briefing. All the news you need to start your day. On today's podcast: (1) President Donald Trump expressed confidence in the US military campaign against Iran even as the timeline for operations remained deeply unclear on the fifth day of the Middle East war. (2) Real change in Iran will require a sustained US military focus in the Middle East that could wear down US weapons stockpiles and leave it vulnerable to attacks from other adversaries such as Russia and China, former Secretary of State Antony Blinken said. (3) Oil extended gains as the US and Israeli war against Iran disrupted crude flows to key importers, with the combatants vowing to press on with the conflict and top importer China seeking to conserve fuel. (4) The financial and logistical troubles the Iran war is causing for the global aviation industry are compounding by the day, with the number of canceled flights to Middle East hubs surpassing 23,000 since fighting began. (5) China set its most modest growth target since 1991, a tacit acknowledgment that the model powering the country&rsquo;s economic rise is showing strains. (6) Anthropic chief Dario Amodei has resumed discussions with the Pentagon about the way its AI models are used by the US military, raising the possibility that the two sides can resolve a feud that&rsquo;s transfixed Silicon Valley. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-03-05/indian-jewelry-billionaire-joy-alukkas-sees-further-rise-in-gold-price-xau-usd">Billionaire Sitting On 16,000 Kilos of Gold Says Price Will Rise</a>

Chaotic War Endgame Fear, Iran Drone-Missile Math, China Lowers Growth Target

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4714663b-1d84-42c6-b55a-b4040084b471/transcript

Saudi Arabia Cuts Oil Supply & Bank Capital Requirements Could Rise By 20%

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