The Trump-Xi summit in Beijing is officially on — but what’s on the agenda?
This Wednesday at 10 am ET, join @ChrisJKennedy, @EthanAll, @lyndsayhoward, Adam Farrar, and Kunjan Sobhani for a deep dive into where there could be deals, where there will be friction, and what the stakes are for global markets and key sectors.
The live event (which includes Q&A with our experts), is available exclusively to Terminal users, but other guests will have access to the replay 48 hours later.
More information and registration here: https://t.co/KUvHtqXJ8N
Chart credit Chris Kennedy
We looked at these scenarios and more — each one highly risky, highly resource intensive, and highly unlikely to have the effect Trump seeks. For Iran, these will be far from “final blows” in an existential conflict.
On @TheTerminal: https://t.co/fclmIu8hzC
We've updated our scenarios for the #Iran war over the next 4 weeks. In order of likelihood:
1. Lower-intensity war
2. High-intensity war
3. Ceasefire
4. Iran's collapse.
Most likely: high-intensity for another week or two, then shift to low-intensity. Why? 1/2
US destroyers launched Tomahawks at Iranian targets, but here’s the problem: America doesn’t have unlimited TLAMs. The Trump admin burned through big numbers in earlier strikes on Iran, Houthis, and Nigeria without replenishing stockpiles. TLAMs would be vital in a China fight.
What happened in the Middle East over the weekend, what’s next, and what does it mean for the global energy market? Tune into our special briefing, tomorrow at 10 am ET, for our expert analysis.
Free, doesn’t require Terminal access: https://t.co/FG7dBlFGl3
US-Israeli strikes on Iran have thrust the region into war. For the latest updates, follow @business’ live blog - featuring analysis from @DEsfandiary and @becca_wasser.
On @TheTerminal: {NSN TB5Q62KGIFPC<GO>}
On the web: https://t.co/5x0Aqpyf4A
Why does US President Donald Trump want Greenland, and what could it cost him? @abarrous and I discuss in a new @bbgoriginals documentary.
In short: the strategic value is immense — but so is the price tag if it tears NATO apart.
Watch (for free) here: https://t.co/WsHglCgtCU
This year’s @MunSecConf theme is “under destruction” so Bloomberg Economics is here to share what the economic consequences of rising geopolitical risk could be.
Find our Flash Points report on the @TheTerminal (https://t.co/KUbaNgDZfE), or excerpts here: https://t.co/rrDMtcYrGt
Free @Bloomberg webinar next Thursday (2/19) to discuss geopolitics, economics and Europe in the wake of the @MunSecConf . My great colleagues @abarrous , @Jeadal1 , @alex_kokcharov , @becca_wasser and Lyndsay Howard will provide insights.
Register here: https://t.co/BgEopGLnHf
Trump wants to end the war in Ukraine. He also wants Europe to assume more of the burden for its security & Ukraine. We looked at how much that might cost, & how prepared Europe is for that challenge. Link follows.
W/ @AlbertoNardelli, @x1skv, @alex_kokcharov, @abarrous & others
"The perils of relying on exports as a primary source of growth have long been known."
Landmark @Isabel_Schnabel speech which lays out the deep troubles facing Germany's economic model.
Completely agree it's not just about energy or high rates, but 'tis about China.
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