Bloomberg Daybreak: Europe Edition Russia Helps Iran Strikes, War Breaks Market Plans, EU Counts Conflict Cost
14 snips
Mar 13, 2026 Tiwa Adebayo, a markets and investment strategy reporter, explains how the Iran war is upending traditional hedging and safe havens. Tony Halpin, a Russia and Ukraine analyst, discusses Russian intelligence sharing with Iran and drone tactics. They explore oil waiver moves, Strait of Hormuz risks, shifting asset flows, and links between Moscow and Tehran in short, sharp segments.
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Russia Sharing Drone Tactics With Iran
- Russia is providing Iran with satellite intelligence and drone-tactics learned in Ukraine to help Tehran sight targets and evade Western air defenses.
- Tony Halpin explains this is a two-way channel where Iran supplied drones to Russia and Russia returned targeting know-how and copied designs.
Airstrikes Struggle To Find Mobile Launchers
- After 14 days of strikes Israel and the US struggle to substantially reduce Iran's missile launcher count, showing the limits of striking small mobile targets without air superiority.
- Israeli estimates moved little from last week, reflecting difficulty locating dispersed launchers.
Hedging Playbooks Are Unraveling
- Traditional hedging assumptions are breaking as government bonds move with stocks and oil markets behave unpredictably amid the Iran war.
- Tiwa Adebayo reports managers are shifting into selected equities and commodities like aluminium and soybean oil to insulate against stagflation risk.