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Iran's So Far Away, Stocks Can Hit a Record
Despite great uncertainty from the war, the S&P 500 never fell 10% from its peak.
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China's First-Quarter Economic Growth Tops Estimates
China’s economic growth rebounded more than expected in the first quarter of 2026. Bloomberg's Stephen Engle has the details. (Source: Bloomberg)
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Dollar’s Real Competition Is Decades Away, Franklin’s Desai Says
The dollar’s dominance has been the subject of much scrutiny but Franklin Templeton sees the greenback remaining the currency of choice.
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Japan’s Nikkei 225 Set for Record Close, Erasing Iran War Losses
Japan’s Nikkei 225 Stock Average is headed for a record high close that would erase its losses from the Iran war on optimism the new peace talks may hasten the end to the conflict.
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China First-Quarter Growth Rebounds Despite Iran War
China's first-quarter GDP growth hit 5% year-on-year, beating the expectation of 4.8%. Bloomberg's David Ingles and Yvonne Man are joined by CEIBS Assistant Professor of Economics Howei Wu to discuss the latest data. (Source: Bloomberg)
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India Small Caps Return to Pre-War Levels as Risk Mood Improves
A gauge of smaller shares has jumped over 12% in April.
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China Cuts Fuel Output and Lifts Aluminum After Gulf Shock
China processed less crude oil last month, as refiners cut run rates to conserve supplies snarled by war in the Persian Gulf.
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HSBC’s George Sees Prolonged Energy Market Volatility
Patrick George, Global Head of Markets and Securities Services at HSBC, says disruptions from the Iran conflict will continue to put pressure on energy markets. However, he says the financial sector is well equipped to navigate the uncertainty, while gold as an asset class for diversification is likely to trend higher. (Source: Bloomberg)
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China’s Economy Revs Up Despite War as Growth Tops Forecasts
China’s economic growth rebounded more than expected in the first quarter of 2026, suggesting limited spillovers so far from the war in Iran and giving policymakers more time to be patient with rolling out additional stimulus.
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NJ Transit to Announce Pricey FIFA Ticket for World Cup Matches
New Jersey Transit plans to announce a special FIFA ticket on Friday that could cost more than $100 for riders going to MetLife Stadium for World Cup games.
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Aerospace, Defense Parts Maker Arxis Raises $1.13 Billion in IPO
Arxis Inc., a maker of electronic and mechanical parts for aerospace and defense firms, raised $1.13 billion in an upsized initial public offering.
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Australia Unemployment Holds at 4.3% Even as Full-Time Jobs Jump
Australian unemployment held steady in March as hiring persisted in the face of shockwaves from the US-Israeli war on Iran, which has driven up fuel prices and given another leg up to inflationary pressures.
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Taiwan Market Cap Tops $4 Trillion on AI Boom, Overtaking UK
Taiwan overtook the UK in stock market value as the island’s tech firms regained favor amid hopes for further de-escalation in the Iran war.
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Indian Fund Outperforming 98% of Peers Bets on Defense Stocks
A $3 billion fund at Kotak Mahindra Asset Management Co. is backing Indian defense stocks, wagering that geopolitical tensions will boost local arms production and support the government’s efforts to lower reliance on imports.
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Malaysia Plans to Use Tycoon Amin’s New Migrant Worker System
Malaysia is planning to adopt a new foreign worker recruitment system developed by Bestinet Sdn., the company founded by labor tycoon Aminul Islam, according to six people familiar with the matter.
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Why a US-Iran Peace Agreement Could Take Months To Seal
The Council on Foreign Relation's Linda Robinson tells Bloomberg TV a peace deal between the US and Iran would likely require months of negotiation and rely on complex on technical discussions, and that keeping the Strait of Hormuz closed for such an extended time period would be very difficult. (Source: Bloomberg)
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Indian Officials See Iran War Shock as Disruptive as Covid
Indian officials say the Iran war could be as disruptive to the country as the Covid pandemic was six years ago and the damage could linger for years to come, threatening to knock the world’s fastest-growing major economy off its path.
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Aussie-Yen Climbs to Highest Since 1990 as Risk Rally Builds
The Australian dollar rose to its strongest level in more than three decades against the yen, underscoring a rebound in risk sentiment amid optimism around a longer-term US-Iran ceasefire.
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China’s Record Forex Demand Poses Headwind for Yuan Rally
China’s purchases of foreign exchange surged to a record high in March, to pay for both imports and overseas investments, a shift that is likely to cap the yuan’s recent advance.
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Gold Traders Win More Pay in Hong Kong as Talent Fight Heats Up
Gold traders in Hong Kong are commanding higher pay packages, as established global banks compete for talent with new entrants to the city’s growing precious-metals market.
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How Iran and the US Are Positioning Themselves for Talks
Bloomberg's Michael Heath breaks down the strong rhetoric coming from both the US and Iranian side over the Strait of Hormuz closure, and discusses the likelihood of negotiations resuming. (Source: Bloomberg)
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Singapore Dollar May Outperform Peers as Yuan Link Deepens
The Singapore dollar may maintain its lead over Southeast Asian peers as it trades increasingly in lockstep with the offshore yuan, a Bloomberg analysis shows.
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Taiwan Insurers’ Hedging Pivot Cements Global Bond Prowess
A fundamental shift in how Taiwan’s life insurers manage their $700 billion overseas portfolio is reinforcing the island’s position as a key global bond investor, strategists say.
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Gold Rises as Push for US-Iran Diplomacy Eases Inflation Risk
Gold advanced as a renewed push for a diplomatic resolution to the Iran war eased inflation concerns, despite continued tensions around the Strait of Hormuz.
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Stocks Rally to Record High on Iran, Dollar Slips: Markets Wrap
Global equities climbed to a new all-time high as investors piled back into stocks on signs the US and Iran may extend a ceasefire, helping markets unwind war-driven risk premiums.
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Oil Steady on Signs US, Iran Working Toward Ceasefire Extension
Oil steadied on signs the US and Iran may extend a ceasefire and restart talks to end the war that’s rocked energy markets.
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TSMC Rides Retail Frenzy to New Stock Highs as AI Boom Returns
A surge of retail investor buying has helped drive shares of Taiwan Semiconductor Manufacturing Co. to a record high as the artificial intelligence trade roars back to life.
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Hedge Funds Pivot to Bearish Dollar Bets on US-Iran Talks Optimism
Hedge funds are increasingly downbeat on the dollar as the prospect of a two-week ceasefire extension between the US and Iran sap the currency’s war-driven strength.
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Evergrande Liquidators Said to Pick State-Owned Tourism Firm for Exclusive Sale Talks
China Evergrande Group’s liquidators have selected Guangdong Provincial Tourism Holdings Co. to enter exclusive talks to acquire a majority stake in the developer’s property management unit, people familiar with the situation said, as they try to claw back some money from one of the country’s most significant corporate collapses.
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Indonesia’s Rating Most at Risk in Southeast Asia Amid War, S&P Says
Sovereign ratings in Southeast Asia are expected to come under strain, with Indonesia’s particularly at risk in case of a prolonged Middle East conflict, S&P Global Ratings said.
