Here's Why

Akshat Rathi, senior climate reporter and Zero podcast host who covers energy shocks, discusses how the Iran war rattles oil and gas markets. He explores pre-war transition trends, renewables framed as energy-security tools, reliability and storage tradeoffs, historical shocks that reshape policy, and which regions may fast-track clean energy.

Joe Weisenthal, Bloomberg journalist and Odd Lots host known for market and macro commentary. He breaks down what makes an asset a safe haven. He explains why treasuries act like paid safes and why gold has not surged as expected. He also discusses how tariffs and geopolitics reshaped investor demand and the dollar’s role.

Becca Wasser, defense research lead at Bloomberg Economics, studies military capabilities and munition stocks. She breaks down Iran's missile and drone inventories. She compares US and allies’ offensive and air-defense stocks. She discusses changes in attack tempo and how political will may shape how long the conflict continues.

Abeer Abu Omar, a Middle East economics reporter raised in Dubai, shares on-the-ground perspective about the UAE and Gulf economies. She discusses Dubai’s rise as a financial hub and its post-COVID influx of Western professionals. She explains why recent missile strikes from Iran rattled the city’s image and whether government reassurances can restore confidence.

Greg Stohr, Supreme Court reporter for Bloomberg, provides concise legal context and analysis. He breaks down remaining legal questions about refunds and lower-court rulings. He explains the shift to Section 122 tariffs and the balance-of-payments debate. He highlights how the Court applied the major questions doctrine and what the decision signals about judicial limits on presidential power.

Skylar Montgomery Koning, Markets Live strategist at Bloomberg with a focus on credit markets and macro effects of tech cycles. She breaks down the unprecedented scale of AI borrowing. Short takes cover why AI needs massive financing, what firms are spending on, why debt is preferred over cash, and how this wave reshapes credit markets and risks.

David Gura, Bloomberg Big Take host and journalist, breaks down rising U.S.-Canada tensions and Mark Carney's bold pivot in response. He outlines tariff threats, sovereignty taunts, Carney’s global outreach and Davos appeal for middle powers. The conversation also covers risks to USMCA renegotiation and the domestic trade-offs Canada faces.

Gerry Doyle, global defence editor and nuclear arms analyst, explains New START and why its lapse matters. He outlines how the treaty kept U.S. and Russian deployed warheads in check. He describes risks of rapid 'uploading' of warheads, legal gaps left behind, and how shifts could ripple to China, India and Pakistan. He assesses the tough road to any new agreement.

Mark Cudmore, Markets Live Executive Editor at Bloomberg who analyzes currency moves and Fed policy, breaks down the dollar's recent slide. He spotlights policy-driven weakness, trade friction and supply-chain impacts. He discusses how far the dollar might fall and when it still behaves like a safe haven.

Ben Sills, Managing Editor for European Economics and Government at Bloomberg, offers insights into the evolving dynamics of Europe’s far-right and their ties to Donald Trump. The discussion reveals how European leaders are distancing themselves from Trump, particularly after his controversial comments on Greenland. Sills highlights the risks for politicians like Italy's Giorgia Meloni in criticizing Trump, while also exploring how opposition parties balance domestic sentiment with their relationship to him. Can this pivot signal a lasting change in the transatlantic alliance?