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War a Multi-Phase Market Event: S&P Global Energy Pres.

Bloomberg
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⚡ Quantum Brief
S&P Global Energy’s president warns the Iran conflict is creating a "massive but delayed" energy market shock, with physical oil markets already under strain and futures markets poised to face pressure next. Oil prices dipped as markets await Iran’s response to a U.S.-proposed peace plan, with former President Trump set to meet China’s Xi Jinping on May 14–15 for high-stakes diplomacy amid the crisis. Iran declared it will allow non-hostile foreign ships to transit the Strait of Hormuz, easing some supply fears, though analysts caution volatility remains high due to geopolitical tensions. The ECB’s Lagarde vowed no "paralysis by hesitation" on Iran-related economic responses, while Pimco’s Clarida signaled the Fed is unlikely to hike rates amid uncertainty. Citadel’s record $12 billion trading haul and private credit fund withdrawals highlight market turbulence, as investors reposition amid energy shocks and shifting central bank policies.
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Mar 25th, 2026War a Multi-Phase Market Event: S&P Global Energy Pres.S&P Global Energy President Dave Ernsberger discusses the 'massive but delayed' effects the war in Iran is having on the global energy market, saying that physical markets are bearing the brunt now, but futures markets will start feeling the pressure next. He talks with Romaine Bostick and Katie Greifeld on "The Close."Duration:1:02Trump Will Go to China for Summit With Xi on May 14-15Balance of PowerDuration:2:43SpaceX Could Launch Largest IPO EverDuration:1:26Miran Says Fed Policy Is Holding the Economy BackDuration:4:06Oil Falls as Trump Awaits Iran's Response to Peace PlanThe Opening TradeDuration:1:16Lagarde Says ECB Won't Be 'Paralyzed by Hesitation' on IranDuration:2:55Griffin's Citadel Posts Record $12 Billion Trading HaulDuration:1:11Ares, Apollo Cap Private Credit Fund Withdrawals as Exodus GrowsDuration:4:22‘California’s in a Pickle’ on Oil and Gasoline, Analyst Pickering SaysSurveillanceDuration:1:46Iran Says Non-Hostile Foreign Ships Can Cross HormuzDuration:2:51Pimco’s Clarida Says ‘Bar Is High’ for a Fed Rate HikeDuration:6:57What Goldman's Insurance Survey Signals About Economy, PEDuration:4:31Danish Premier Wins Vote, Fails to Secure MajorityAvailable on:Listen onApple TVListen onRokuListen onSamsung TVListen onFire TVListen onAndroid TVListen onRakuten TVListen onHaystack NewsWatch BTV in your area:Channel Finder

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