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Chapters:
00:00:00 – Bloomberg Surveillance starts
00:06:33 – State Street’s Loh Sees Underlying Strength in Equities
00:17:44 – Steven Cook on Looming US Deadline for Iran Deal
00:30:41 – Svellend Capital’s Martin Wiggen on Weighing Risks of Oil
00:40:05 – JPMorgan’s Berro on Inflation Data, Fed Rates
00:54:44 – Citi’s Moore Building for Resilience Amid Iran War Risks
01:06:46 – Academy Securities’ Walsh on Trump’s Threats to Iran Infrastructure
01:18:23 – Rystad Energy’s Leon on Higher Oil Prices Impacting Outlook
01:28:53 – BNP Paribas’ Calvin Tse on Fed Policy
01:41:01 – Katrina Dudley on Near-Term Volatility Risk
01:53:21 – Wells Fargo’s Cronk on Market Reactions to Potentially Historic Headlines
02:02:05 – Fed’s Williams on Inflation, Policy, US Labor Market
02:17:53 – Nomura’s Seif Sees Two Fed Rate Cuts This Year
——–
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