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Chapters:
00:00:00 – Bloomberg Surveillance Begins
00:06:31 – Evercore ISI Chief Equity & Quantitative Strategist Julian Emanuel on Markets
00:20:41 – Julian Emanuel on Iran War Impact on Markets
00:32:47 – Energy Aspects Founder Amrita Sen on Strait of Hormuz Reopening
00:41:46 – Stifel Chief Economist Lindsey Piegza on Global Economy
00:53:51 – Barclays’ Alex Altmann on Post-War Economic Outlook
01:05:50 – CSIS Defense & Security Department President Seth Jones on Iran Ceasefire
01:20:22 – Rapidan Energy Group CEO Scott Modell on Ceasefire Risks
01:30:03 – BMO Head of Fixed Income & Money Markets Earl Davis on Yields Drop
01:38:54 – Manulife’s Emily Roland on Oil Prices & Upcoming Earnings Season
02:07:49 – Wells Fargo Chief Economist Tom Porcelli on Inflation
02:19:13 – Merrill and BofA Private Bank Diczok on Energy Prices & Rate Cuts
——–
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