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Chapters:
00:00:00 – Bloomberg Surveillance starts
00:03:53 – NewEdge Wealth’s Cameron Dawson on Market Volatility
00:17:03 – CSIS’ Roule on Trump’s Hormuz Deadline
00:30:50 – Dan Pickering on Risk of Oil Demand Destruction
00:40:50 – UMich’s Stevenson on US Labor Market
00:51:51 – AlphaSimplex’s Kaminski on Equity Markets
01:05:24 – Col. Wayne Sanders (Ret.) on Trump’s Iran Threat
01:18:28 – Barclay’s Jiang on Oil Damage from Hormuz Closure
01:29:36 – UBS’s Reiman on Treasury Markets
01:40:00 – Matt Miskin on Equity Markets Still Signaling Risk-On
01:53:59 – Carlyle’s Thomas on Health of the Private Credit Sector
02:07:13 – Nationwide’s Bostjancic on Inflation Risks Amid Energy Price Shocks
02:17:58 – State Street’s Seder on Cautious Wall St.
——–
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