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[music] Bloomberg Audio Studios, podcasts, radio, news. [music] This is the Bloomberg day podcast. Good morning. It's Thursday, the 6th of August. I'm Caroline Hepka in London >> and I'm Steven Carroll in Brussels. Coming up today, some of the world's biggest hedge funds are targeted in a wave of sophisticated cyber attacks. Iran and Oman agree on a proposed route for shipping through the straight of Hormurs. >> Plus, the Kremlin's squeeze Vladimir Putin exerts growing pressure on Russia's central bank as cracks emerge in the country's wartime economy. >> Let's start with a roundup of our top stories. >> Hackers have launched a major cyber campaign against some of Wall Street's biggest money managers. Sources tell us the attacks featured voice fishing, known as vishing, to mimic people in calls and messages in an effort to trick employees into revealing sensitive information or granting access to internal systems. Hima Palmer is one of the reporters who broke the story. >> We're seeing some of the world's biggest hedge funds attacked in this attempt to end. We're talking Citadel, Millennium, 72, Two Sigma. And you know these firms collectively manage hundreds of billions of dollars. We do know that 72 sent a letter to investors telling them that initial indicators were that there were no client information stolen. And then to Sigma also said in a statement that they have no indication of any impact to its systems. >> Our hedge fund reporter Ha Palmer when asked about Bloomberg's reporting spokespeople for Millennium 72 and Citadel declined to comment. Meanwhile, sources tell us that Wall Street's financial regulator FINRA has been in touch with member firms following the attempted breaches. The campaign is the latest sign that hackers are using increasingly sophisticated techniques to target financial firms. Well, just days after narrowly avoiding the collapse of his hedge fund, Leopold Ashen Brena is back making bets. Situational awareness has committed another $400 million to a privately held company. The move follows the forced sale of most of its public stock portfolio to Ken Griffin's Citadel after a barrage of margin calls. The AI focused firm's assets have plunged from $45 billion at the start of July to about $10 billion. The turmoil also hit the wider hedge fund industry with several AI focused firms reporting steep losses in July. Iran says it has reached an agreement with Oman on a proposed route for shipping through the straight of Hormuz. A joint statement between the two countries is currently being drafted. According to Iran's foreign ministry spokesperson, Ismael Begayi Bloomberg's Stuart Livingston Wallace says this doesn't mean an instant return of traffic through the straight. So Iran has made it clear this doesn't mean shipping is about to resume at a normal pace and has made this rather ominous remark that that the timing will be dependent on US actions. Quite what that means, we don't know. Does it mean they have to lift the blockade?

Does that mean they have to do other things?In other words, it seems to be conditional. However, relative to, let's say, 3 or 4 days ago, it's definitely a step forward. Livingston Wallace runs Bloomberg's coverage of the Middle East, North Africa, and Russia. Oil held its losses after Iran announced the agreement, which it says doesn't involve the United States. While fighting between the two sides has paused for now, there's been no formal agreement to restart negotiations. A number of other issues remain unresolved, including Iran's nuclear program. >> Now to some breaking news. Germany's Commerce Bank has reported second quarter earnings and announced plans for a share buyback of up to 1.2 billion e. Commerce Bank's second quarter net interest income came in just below estimates at 2.06 billion. Second quarter operating profit was a beat of€ 1.37 billion euros versus estimates of 1.32 billion and net income for the second quarter was also a beat at 898 million. The results come after CEO Betina Olop confirmed Commerce Bank will soon hold talks with Uni Credit over the Italian lenders takeover approach. >> A drone carrying explosives has been found near a Ukrainian plane at an airport in Germany. Police say the device at Leipig airport has been diffused, but Germany's interior minister Alexander Doandren says it represents a new type of danger. Drone sightings, drone threats, including in a hybrid context, are something that we know from the past. A drone armed with an explosive at an airport is a new threat. No scenario. >> Government was speaking via translator. The German interior minister added there will be an investigation and hinted that foreign powers may have been involved. The airports used by the German army and NATO allies to transport military goods. Western officials have accused Russia and its proxies of staging dozens of attacks and other incidents across Europe since the full scale of invasion of Ukraine began. But more than four years ago, Russia's denied any involvement in those incidents. Finally, FIFA president Johnny Infantino has received internal backing at a crisis meeting in Morocco. Football's governing body said in a statement yesterday that senior staff in attendance at that gathering reaffirms their full support for his position. The news comes after Infantino's plans to sell profits in the World Cup through a commercial subsidiary drew widespread criticism. Canadian Prime Minister Mark Carney says he no longer supports the FIFA boss. The idea that proper governance is not to disclose to your closest adviserss, your chief operating officer, your fellow board members, something of consequence that you're even considering, let alone proposing. Uh, you know, that that's fatal. Uh, should be fatal, and you lose confidence uh in that individual. They have their own procedures for making those determinations, but certainly I don't have confidence in uh Mr. Infantino after this point. >> Canada's Mark Carney speaking yesterday. The country was one of the World Cup hosts over the summer. FIFA said that a letter had been sent to FIFA council and member associations apologizing for errors and committing to ensure they do not happen again. Infantino is aiming to win a fourth and final term in office at elections to be held in March. Those are our top stories in terms of the markets this morning. So, global stocks uh have slipped after 5 days of very strong gains. Your country world index today is down 210 of 1%. You've seen the costby plunging as much as 5 a half% currently down about 3.8%. The hanging dropping two notable decliners included the memory maker SanDisk and of course SKH Highix and Samsung electronics in South Korea. Obviously such dominant stocks in that market. Gold is about $10 higher this morning, $4,260. European stock futures are up 210 of 1%. Deutsche uh telecom increasing its share buyback news this morning and oil prices bring food crude at $7920 down 3/10en of 1%. Stephen, >> in a moment we'll bring you more on those cyber attacks targeting hedge funds. Plus, why businesses in Russia are no longer able to keep up with the higher wages driven by the country's wartime economy. But another story that we've been reading this morning, in case you were looking for an inongruous matching of destination and food, Laura Avatian has been writing about the growth and I suppose popularity of gelato in Edinburgh. She starts with the wonderful line, "Scotland has never followed logic when it comes to food and goes on to report that despite being one of the coldest capital cities in Europe, Edinburgh has become a hub for gelato. now more than a dozen gelato parlors in the city partly driven by the number of tourists of course that passed through Edinburgh but also Laura points out that Scotland has a long history with ice cream b dating back to the arrival of Italian immigrants at the start of the 20th century so gelato seen as a natural progression um local places