Bloomberg Surveillance Trump Warns Iran of New Strikes, Private Credit Concerns
21 snips
Mar 13, 2026 
Michael Nierenberg, CEO of Rithm Capital, short on private-credit mechanics and liquidity quirks. Leslie Vinjamuri, Chicago Council leader and foreign policy expert, on widening conflict and alliance strain. Ziad Daoud, Bloomberg economist, on Strait of Hormuz risks and oil-price shock scenarios. They discuss energy disruptions, geopolitical consequences, and private credit stress in concise, lively conversation.
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On-The-Ground Dubai Felt Calmer Than Headlines
- Dubai felt quieter than headlines suggested, with a COVID-like atmosphere of reduced movement and an airport shutdown while residents didn't feel immediate physical danger.
- Ziad Daoud reported his recent travel from Dubai to London and described on-the-ground calm despite alarming media coverage.
Conflict Is A Widening Asymmetric War
- Leslie Vinjamuri classifies the situation as a widening, asymmetric war where Iran is attacking regional partners and the Strait of Hormuz, catching the U.S. by surprise.
- She notes the absence of prior coalition-building and that regional non-treaty allies are being directly struck, complicating U.S. strategy.
U.S. Unilateral Action Strengthens Rivals' Position
- U.S. actions began without prewar consensus, leaving European allies frustrated and creating openings for Russia and China to benefit strategically and economically.
- Vinjamuri says allies lent bases defensively while transatlantic cooperation strained over energy and sanctions impacts.
