Bloomberg Surveillance The Latest From Israel, Stock Picks and Supply Chain Disruption
12 snips
Jun 20, 2025 Alisa Rusanoff, CEO of Eltech, shares her insights on the tangled web of trade finance in uncertain times. She highlights the significant risks lenders face in shipping and how geopolitical events shape market strategies. Rusanoff also touches on the impact of recent Israeli-Iranian tensions on global trade and defense spending. With a keen eye on supply chain dynamics, she explains how technological advancements influence the landscape of private credit, making it essential for investors to stay informed and adaptable.
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Israel's Focus on Launch Systems
- Israel targets Iranian missile launch systems to reduce missile threats effectively.
- Destroying launchers is more critical than reducing missile stockpiles for strategic advantage.
US Timing and Israeli Limitations
- President Trump signals a potential two-week timeframe before deciding on action against Iran.
- Israel may lack the capacity alone to strike deeply buried Iranian nuclear sites effectively.
Trade Finance in Uncertain Times
- Trade finance faces credit spread risks amid economic uncertainty but benefits from growing volume needs.
- Trade finance lending helps cover liquidity gaps due to longer payment terms and vendor prepayments.