#oil #usa #iran #israel - The oil crisis will be prolonged as restarting production in the Gulf will take months: Kilduff: CNBC International Live

11 March 2026

John Kilduff, Again Capital's founding partner, says that oil storage in the Gulf is "100% the problem" and adds that the energy market will remain under pressure for longer.

#donaldtrump #israel #iran - Trump backed into a corner on Iran: former defense advisor: CNBC International Live

9 March 2026

Jasmine El-Gamal, former Middle East Advisor at the U.S. Department of Defense and Founder & CEO of Averos Strategies, tells CNBC that President Donald Trump has boxed himself in with his increasingly escalatory rhetoric on Iran - leaving few off-ramps to de‑escalate the conflict, short of demanding unconditional surrender.

She warns that even if a deal is reached, underlying tensions could easily resurface in the years ahead, raising fresh questions about long‑term security in the Gulf.

#energy #middleastwar - Grace period for markets has ended as hopes of Middle East war staying controlled fade: Expert: CNBC International Live

9 March 2026

Clayton Seigle from CSIS says the market is scrambling to catch up with the prospect that talk of unconditional surrender and more assets including refineries, storage terminals, offshore facilities coming into the direct line of fire suggest the crisis period will last longer.

euronews is live: LIVE: EU leaders set for emergency talks as Iran war enters day 10 | Europe Today #61, 09/03/2026

#us #usa #war #oil - U.S. markets complacent, USD decline to resume: Brookings: CNBC International Live

6 March 2026

Robin Brooks of Brookings Institution discusses the impact of the geopolitical events on the impact for oil prices, and the dollar strength.

He says the dollar has become 'temporary safe harbor' and that he continues to see a decline in its' strength as the uncertainty comes to pass.

#asia #investing - The China Connection - 04-Mar-26: CNBC International Live

4 March 2026

The China Connection (10:00 – 11:00 SIN/HK), anchored by Emily Tan in Hong Kong, explores the key economic, technology, policy & business stories in the world’s second largest economy. Please note this livestream is only available in Europe and India.

#usa #israel #iran - U.S. strikes on Iran are a 'war of choice' — former Sweden PM Carl Bildt: CNBC International Live

2 March 2026

Carl Bildt, former Swedish prime minister and co-chair of the European Council on Foreign Relations, tells CNBC that President Donald Trump’s decision to strike Iran is a “war of choice,” not a necessity.

Bildt argues that Trump’s interventionist foreign policy approach reflects a belief that the U.S. can secure its objectives through sheer military might.

#AI #investing #technology - Which companies will survive the AI transition? Investor Dan Niles weighs in: CNBC International Live

26 February 2026

Dan Niles, founder of Niles Investment Management, offers a measured view of the stock sell-off driven by concerns over AI disruption, saying companies perceived as linked to OpenAI were caught up in an unsustainable wave of speculative buying.

EARNINGS ALERT: Nvidia (NVDA): Schwab Network

#asia #investing #korea - South Korean chipmaker valuations risk becoming stretched, says portfolio manager: CNBC International Live

26 February 2026

Derrick Irwin, portfolio manager at Allspring Global Investments, says the memory chip cycle still has room to run but cautions that valuations among South Korean chipmakers may be getting ahead of fundamentals.

#usa #AI - State Street's 2026 'grey swan' warning: AI 'fails to scale': CNBC International Live

16 February 2026

Jennifer Bender, Global Chief Investment strategist at State Street Investment Management, discusses State Street's 2026 “Six Grey Swans" report, highlighting plausible but underpriced risks that could reshape markets. Topping the list is the risk that artificial intelligence fails to grow as much as expected due to various constraints.