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Brazil
1 video · 3mBloomberg coverage had traders bracing for steep losses in Brazilian assets after Lula's surprise win, with Paul Dobson flagging contagion risk for emerging-market funds.
Paul Dobson sees a steep selloff in Brazil's real and stocks after Lula's victory
Dobson said Brazilian real futures imply a possible 10% drop and stocks could fall similarly or more, and warned that contagion risk could force de-risking across emerging-market funds. He also flagged soybeans as vulnerable to closer Brazil-China trade.
Iran will host Saudi, Pakistani and Turkish officials as Trump weighs a deal or renewed strikes
Bloomberg's Stuart Livingstone-Wallace said the meeting is notable for its location and participants and likely to focus on the Houthi conflict and potential escalation around Hormuz. He said oil around $110 to $117 reflects a large missing-barrel supply deficit and some demand destruction.
Ben Sills warns French bond-spread widening may become critical before April
France saw a second weekend of protests with over 400,000 participants but no repeat of large-scale violence. Moody's kept France's rating, but Sills said the pace of bond-spread widening is alarming.
Odd Lots guest says AI shopping agents and personalized pricing can work against consumers
Lindsay Owens argued personalized pricing can become surveillance pricing and that AI shopping agents may not reliably act for users without new rules. Research cited found identical grocery baskets priced differently for different Instacart shoppers.
Moonshot's open-weight model upgrade narrows the gap with US frontier AI
The segment frames fast-improving Chinese open-weight models as narrowing the performance gap with US frontier systems while competing aggressively on cost.