Oil gains after the US and Iran trade fresh strikes. The two sides are issuing conflicting declarations whether the Strait of Hormuz is open. Investors prepare for Federal Reserve Chair Kevin Warsh’s testimony on Capitol Hill this week along with CPI and Wall Street earnings. Thierry Wizman of Macquarie looks ahead to the busy week.
Chapters:
00:00:00 – Bloomberg Brief Begins: Opening Headlines: Iran, Oil & Tech Selloff
00:00:48 – Global Market Check: Asian Markets Open Lower, Europe Opens: Oil & Market Reaction
00:04:13 – Tech Stocks Under Pressure
00:05:24 – Iran-US Escalation & Strait of Hormuz
00:08:03 – SK Hynix Crash vs TSMC Strength
00:11:37 – Big Week Ahead: Fed, CPI & Earnings
00:14:43 – Trending on the Terminal
00:15:42 – Lindsey Graham’s Death & Political Impact
00:20:01 – Front Page News
00:21:29 – Market Reset: Opening Headlines Recap
00:24:19 – Thierry Wizman, Macquarie Global FX & Rates Strategist, on Oil Inflation & Fed Outlook
00:31:37 – Trending on the Terminal
00:32:47 – Iran-US Conflict Update
00:36:18 – Oil Market & Strait of Hormuz Analysis
00:40:04 – AI Stocks: SK Hynix vs TSMC
00:42:34 – What to Watch Ahead
——–
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