Robert Jameson

Trump Says ‘No Deal’ on Iran, Demands ‘Unconditional Surrender’ President Donald Trump said he doesn’t want to negotiate an end to the war with Iran in a post on social media that demanded Tehran capitulate as US and Israeli airstrikes continue.

Politics | US
Trump Wants ‘Unconditional Surrender,’ Won’t Seek Iran Deal
www.bloomberg.com/news/article... via @bloomberg.com Iain Marlow

Ketamine, Prostitution and Money: Details of a Secret DEA Probe of Jeffrey Epstein A Department of Justice document combined with interviews reveal that a long-running investigation into organized crime led law enforcement to suspect the serial sex abuser of money laundering, distri...

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Ketamine, Prostitution & Money: A Secret DEA Probe of Jeffrey Epstein

A long-running probe led law enforcement to suspect him of money laundering, distributing ‘club drugs’ & operating a prostitution ring.
www.bloomberg.com/news/feature... via @bloomberg.com @jasonleopold.bsky.social

Iran and Israel Trade Fire as War Impacts Global Supply Chains Israel and Iran exchanged missile fire as the war in the Middle East entered a seventh day, with the impact rippling across global supply chains and energy markets.

Politics
Iran and Israel Trade Fire as War Impacts Global Supply Chains
www.bloomberg.com/news/article... via @bloomberg.com By Patrick Sykes and Grant Smith

Russia Is the First Clear Winner From War in Iran Indian refiners are snapping up Moscow’s barrels after Middle East flows have bottled up in Persian Gulf.

Newsletter | Energy Daily
Russia Is the First Clear Winner From War in Iran
Indian refiners are snapping up Moscow’s barrels after Middle East flows have bottled up in Persian Gulf.
www.bloomberg.com/news/newslet... via @bloomberg.com Julian Lee

Friday news quiz Have you been following the headlines?

I scored 45 out of 50 points on @TheEconomist Friday news quiz!

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Can you do better? economist.com/interactive/pint-sized-news-quiz

Milei’s Insults Energize His Base. Investors, Not So Much If you thought Donald Trump’s State of the Union speech was incendiary, try Javier Milei’s version.

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Opinion | @jpspinetto.bsky.social , Columnist

Milei’s Insults Energize His Base. Investors, Not So Much
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

EU Expects to Be Exempt from US Universal Tariff Boost to 15% The European Union expects that the US won’t increase its universal tariff on the bloc to 15%, even after Treasury Secretary Scott Bessent said the higher rate would likely go into effect this week.

The EU expects that the US won’t increase its universal tariff on the bloc to 15%, even after Treasury Secretary Scott Bessent said the higher rate would likely go into effect this week

Defense Secretary Pete Hegseth orders cancellation of DOD ties with Columbia beginning in 2026-27 academic year Secretary of Defense Pete Hegseth ordered the cancellation of the Department of Defense’s ties with Columbia beginning in the 2026-27 academic year, arguing that Columbia and other universities are “w...

Pentagon cuts ties with institution that started the Manhattan Project
www.columbiaspectator.com/news/2026/02...

Oil Prices Won’t Wait for Clarity on Regime Change The longer a shooting war continues, the greater the risk of an outright shock.

Opinion Newsletter | @johnauthers.bsky.social , Columnist

Oil Prices Won’t Wait for Clarity on Regime Change

The longer a shooting war continues, the greater the risk of an outright shock.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

Decades of Presidents Ignoring the War Powers Act Led Us Here When you bomb a country and take out its leader, that’s an act of war.

Opinion | @noahfeldman.bsky.social , Columnist

Decades of Presidents Ignoring the War Powers Act Led Us Here
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Can Air Power Alone Win a War? We’re About to Find Out As we’ve watched the overwhelming US and Israeli strikes on Iran over the last few days, one question I’m being asked repeatedly is: Can air power alone win a war? In Operation Epic Fury, we are about...

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Opinion | @admiralstav.bsky.social , Columnist

Can Air Power Alone Win a War? We’re About to Find Out
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

#TreasuriesToday: Yields higher by 3bp-5bp after rebounding from session lows including lowest 2Y since 2022, 5Y since 2024, 10Y since April, 30Y since October. $199b coupon settlement ($59b net). Feb index return 1.82%, YTD 1.72%. Auctions resume March 10.

An FBI form memorializing the creation of a "call script" for bureau officials to use when they contacted Trump's attorney “asking for their future cooperation and a consent search of Mar-a-Lago."

NEW FOIA Files newsletter is out! The FBI just turned over nearly 100 pages of emails to me that provides additional context and color related to the FBI's resistance to searching Trump's Mar-a-Lago for classified & other docs he took after he left office in 2021
www.bloomberg.com/news/newslet...

Trump Puts Fate of World’s Top Conflicts in the Hands of Two Men President Donald Trump put his son-in-law Jared Kushner and longtime friend Steve Witkoff in charge of resolving the war in Ukraine and a standoff with Iran. On Thursday, they juggled those momentous ...

Politics
Trump Puts Fate of World’s Top Conflicts in the Hands of Two Men
www.bloomberg.com/news/article... via @bloomberg.com By Natalia Drozdiak, Ben Bartenstein, Kate Sullivan, and Courtney McBride

Trump’s Big Tariff Stick Is a Little Smaller Now He’s trying workarounds, but the Supreme Court ruling showed there are limits.

Opinion | @johnauthers.bsky.social , Columnist

Trump’s Big Tariff Stick Is a Little Smaller Now

He’s trying workarounds, but the Supreme Court ruling showed there are limits.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

#TreasuriesToday: Yields lower by 1bp-3bp with 10Y 3.98%, under 4% for first day since November & stock futures red. Month-end index rebalancing at 4pm to extend its duration by an estimated 0.10 year. No coupon auctions next week; next is 3Y on March 10.

Friday news quiz Have you been following the headlines?

I scored 40 out of 50 points on @TheEconomist Friday news quiz!

⚪️🎯⚪️🎯🎯

Can you do better? economist.com/interactive/pint-sized-news-quiz

Dateline: The Economist history quiz Can you guess when these extracts were published?

I scored 46 out of 50 points on Dateline, @TheEconomist history game!

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Can you do better? economist.com/dateline

#TreasuriesToday: Yields higher by 2bp-3bp inside this week's ranges. New 2Y 3.477% vs Tuesday's 3.455% auction result. $70b 5Y auction at 1pm has WI yield near 3.62%, lower than last two monthly results. Buyback of up to $750m of 1Y-10Y TIPS closes at 2pm.

Democrats Wage Populist Fight to Refund Tariffs to US Households Prominent Democrats are seizing on Donald Trump’s Supreme Court tariff loss to wage a populist election-year campaign to refund the overturned import duties to the US public.

Politics
Democrats Wage Populist Fight to Refund Tariffs to US Households
www.bloomberg.com/news/article... via @bloomberg.com @steventdennis.bsky.social

#TreasuriesToday: Yields little changed inside last week's selloff ranges (from YTD lows reached Feb. 17). Auctions ahead this week: $69b 2Y Tuesday, $70b 5Y Wednesday, $44b 7Y Thursday (all for March 2 settlement). Friday's month-end index rebalancing impact TBD.

Massive Northeast Storm Knocks Out Power, Scrubs 10,000 Flights More than 500,000 homes and businesses across the Northeast are without power and over 10,000 flights have been canceled since Sunday as a powerful storm rips up the US East Coast.

Massive Northeast Storm Knocks Out Power, Scrubs 10,000 Flights
www.bloomberg.com/news/article... via @bloomberg.com @weathersullivan.bsky.social

The Supreme Court’s Ruling on Tariffs Marks a Turning Point It took almost a decade, but Chief Justice John Roberts and the Supreme Court finally found a way to stand up to President Donald Trump’s executive power overreach, striking down the tariffs that are ...

Opinion | @noahfeldman.bsky.social , Columnist

The Supreme Court’s Ruling on Tariffs Marks a Turning Point
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

AI Roundabout Isn’t a Replay of the Internet Bubble ‘This time, it’s different’ turns on the hyperscalers playing mostly with their own money.

Opinion
@johnauthers.bsky.social
Columnist

AI Roundabout Isn’t a Replay of the Internet Bubble

‘This time, it’s different’ turns on the hyperscalers playing mostly with their own money.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Dateline: The Economist history quiz Can you guess when these extracts were published?

I scored 43 out of 50 points on Dateline, @TheEconomist history game!

🎯🎯⚪️⚪️⚪️

Can you do better? economist.com/dateline

Friday news quiz Have you been following the headlines?

I scored 40 out of 50 points on @TheEconomist Friday news quiz!

🎯⚪️🎯🎯⚪️

Can you do better? economist.com/interactive/pint-sized-news-quiz

If You Can't Follow Iran, at Least Watch the Oil Price The calm around the risk of a potential US attack is unnerving.

Opinion Newsletter | @johnauthers.bsky.social , Columnist

If You Can't Follow Iran, at Least Watch the Oil Price

The calm around the risk of a potential US attack is unnerving.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

#TreasuriesToday: Yields higher by less than 2bp, still inside Friday's rally ranges. $9b 30Y TIPS new-issue auction at 1pm seen about 1.4bp rich vs spot. Buyback of up to $4b in 5Y-7Y sector closes at 2pm. Next week's auction sizes at 11am: $69b 2Y, $70b 5Y, $44b 7Y projected.

The FCC Is Using ‘Equal Time’ to Silence Late Night The First Amendment looms behind the dispute between Stephen Colbert and CBS about the network’s decision to not air the host’s interview with Texas Democratic Senate candidate James Talarico. The net...

Opinion | @noahfeldman.bsky.social , Columnist

The FCC Is Using ‘Equal Time’ to Silence Late Night
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

#TreasuriesToday: Yields lower by as much as 2.5bp (30Y), off session lows including lowest 2Y since Oct. 17, 5Y-30Y since Nov. 28. $125b coupon settlement ($34.7b net). Auctions ahead this week: $16b 20Y new issue Weds, $9b 30Y TIPS new issue Thurs.