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Bloomberg News Now

Iran Vows Retaliation, Trump Reacts, Possible Oil Fallout, More

01 Mar 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 23.654 Stephanie Flanders

Donald Trump is rewriting the Washington rulebook and reshaping the global economy. If you're trying to connect the dots behind the headlines, Bloomberg's Trumponomics podcast is here to help. I'm Stephanie Flanders, head of government and economics at Bloomberg. Every week I'll bring you a smart, focused conversation with reporters and experts from Washington, Wall Street and beyond.

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24.575 - 29.38 Stephanie Flanders

Listen to new episodes every Wednesday and follow Trumponomics wherever you listen.

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31.081 - 48.684 Monica Ricks

News when you want it with Bloomberg News Now. I'm Monica Ricks. President Trump says bombing will continue in Iran throughout the week and as long as necessary as Iran threatens retaliation for strikes from the U.S. and Israel. The president's not expected to speak today, but we're told key members of Congress will get a briefing later today.

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49.124 - 58.877 Monica Ricks

Bloomberg Balance of Power host Joe Matthews says it comes as some lawmakers push for a war powers vote this week to curb the president's authority on future action without congressional approval.

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58.857 - 74.836 Dan Schwartzman

I just wonder how quickly lawmakers could get back to town if leadership decides to do that, because that's the Democratic demand is that everyone reassemble and get a vote on it, which could have happened this week. By the way, there was already a move in that direction, as we discussed yesterday. But two New Yorkers, Gregory Meeks and Chuck Schumer, wanted done now.

74.856 - 82.806 Dan Schwartzman

And I'll be very curious to see what happens with the timing here as we learn more about the window of opportunity that presented itself for this raid.

82.786 - 101.674 Monica Ricks

Bloomberg's Joe Matthew on Bloomberg this weekend, and he's talking about reporting there from The New York Times that said the CIA helped pinpoint a gathering of Iranian leaders ahead of Israel's attacks on Iran. Again, Iran has vowed to retaliate and has now formed a council to govern while picking a new leader to succeed Supreme Leader Ayatollah Ali Khamenei.

102.035 - 122.758 Monica Ricks

President Trump did warn on Truth Social that if it does retaliate, will hit them with a force that has never been seen before. Meantime, sirens have been ringing all morning in Jerusalem with more targeted strikes expected throughout the week and possibly beyond. And at least nine people have been killed in clashes between pro-Iranian protesters and police in Pakistan.

123.138 - 146.104 Monica Ricks

They've been trying to break into the U.S. consulate in Pakistan's main port city of Karachi this morning. Police used tear gas and fired warning shots to disperse the crowd before authorities say protesters stormed the gates. Here at home, demonstrators called for a different regime change. Hundreds carried signs and chanted anti-war messages in Times Square in New York City, opposing U.S.

Chapter 2: What are the latest developments in U.S.-Iran relations?

170.553 - 171.774 Monica Ricks

Bloomberg's Mike McGlone.

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171.935 - 193.24 Mike McGlone

Crude oil was already up 20% on the year. Brent running near very good resistance, around $72 a barrel. And the key question is, will there be a reduction, a sustained reduction in supply? Remember, Iran only produces exports maybe one to two million barrels a day. The U.S. net exports are running four million barrels a day. So I think this is a classic example.

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193.321 - 208.076 Mike McGlone

Unless there's some major disruptions, I'm pretty sure the U.S. military will probably render Iran probably defences rather rapidly. We might get that classic pump into the risks and dump afterwards. So I'm fully expecting come Monday crude oil will probably be lower.

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208.236 - 215.043 Monica Ricks

That's Bloomberg's Mike McGlone on Bloomberg This Weekend. This morning, OPEC Plus agreed to resume oil production increases next month.

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Chapter 3: How is Congress responding to President Trump's military actions?

215.383 - 237.988 Monica Ricks

Members will add 206,000 barrels a day, up from just 137,000 barrels a day in the fourth quarter. The group's spare production capacity is largely confined to Saudi Arabia and the UAE, though. which together holds about 3% of world supplies. The unrest in the Middle East is also causing widespread flight disruptions now. We get those details from Bloomberg's Dan Schwartzman. The U.S.

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238.008 - 253.007 Dan Schwartzman

and Israeli bombing campaign over Iran and the subsequent retaliation by the Islamic Republic has led to more than 2,300 flight cancellations being recorded in the Middle East, with more than 90% of departures from Dubai International Airport being canceled. That's according to FlightAware data.

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252.987 - 267.211 Dan Schwartzman

Some airlines were hit hard with Qatar Airways saying all flights are still halted and that it would provide an update at 9 a.m. on Monday. Emirates, the world's largest international airline, they've suspended flights indefinitely while Etihad extended cancellations until 2 a.m. on Monday.

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267.251 - 276.126 Dan Schwartzman

The UAE's Civil Aviation Authority said it was dealing with 20,000 affected passengers caught up in the disruption. Dan Schwartzman, Bloomberg Radio.

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276.106 - 297.962 Monica Ricks

Crypto traders are keeping a close eye on Bitcoin this morning. The token rose as much as 2.2 percent to just over $68,000 after Iran confirmed the death of its supreme leader yesterday. It's now trading at about $66,000 this morning. And six accounts on PolyMarket made around a million dollars in profit by betting on the U.S. to strike Iran by February 28th.

297.942 - 315.432 Monica Ricks

That's according to analytics firm Bubble Maps. It says those accounts were all freshly created last month and had only ever placed bets on when U.S. strikes might happen, with some of their shares purchased just hours before the first explosions were reported in Tehran. The pattern of bets has now raised suspicions of insider trading.

316.073 - 322.043 Monica Ricks

In other news today, OpenAI is defending its deal with the Pentagon. Bloomberg's Ed Kalecki has details.

322.023 - 335.639 Dan Schwartzman

OpenAI has agreed to deploy its own artificial intelligence models within the Defense Department's classified network after rival Anthropic saw its relationship with the Pentagon implode over surveillance and autonomous weapons concerns.

335.939 - 352.7 Dan Schwartzman

OpenAI Chief Executive Officer Sam Altman said late Friday that he'd reached an agreement with the department that reflects the firm's principles that prohibit domestic mass surveillance and require human responsibility for the use of force, including for autonomous weapons systems. Bloomberg Radio.

Chapter 4: What are the implications of Iran's vow for retaliation?

420.135 - 423.259 Unknown

All investing is subject to risk. Vanguard Marketing Corporation Distributor.

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424.083 - 428.531 Stephen Carroll

Hello, I'm Stephen Carroll. I'm in Brussels, where many of Europe's biggest decisions get made.

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428.571 - 433.42 Caroline Hepke

And I'm Caroline Hepke in London. We're the hosts of the Bloomberg Daybreak Europe podcast.

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433.821 - 438.41 Stephen Carroll

We're up early every weekday, keeping an eye on what's happening across Europe and around the world.

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438.85 - 445.062 Caroline Hepke

We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.

445.109 - 450.576 Stephen Carroll

From Brussels, I'm following the politics, policy and the people shaping the European Union right now.

451.116 - 456.062 Caroline Hepke

And from London, I'm looking at what all that means for markets, money and the wider economy.

456.583 - 460.888 Stephen Carroll

We've got reporters across Europe and around the globe feeding in as stories break.

461.349 - 466.015 Caroline Hepke

So whether it's geopolitics, energy, tech or markets, you're hearing it while it happens.

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