Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Global markets rally as the US and Iran strike a fragile ceasefire, sending oil tumbling and shaking up Corporate America. Delta climbs, Exxon slips, and the Strait of Hormuz reopens under Iran’s watch. Former State Department official Jennifer Gavito on rising geopolitical risks, JP Morgan’s Darren Novak on the activist investing surge, Hyundai CEO José Muñoz on a $26 billion US manufacturing push, and Rachel Bronson on why this Middle East truce may not last.
Chapters:
00:00:00 – Open Interest
00:01:43 – US and Iran Agree to Two-Week Ceasefire
00:08:10 – Stocks Soar in Global Relief Rally as Oil Plunges
00:09:54 – Delta Sees $2B Fuel Hit CEO Cautious on Outlook
00:13:57 – High Interest | NATO, Blue Owl, Correlation Spike
00:15:21 – Terry Haines Pangaea | Stocks Soar in Global Relief Rally as Oil Plunges
00:25:41 – Stocks to Watch | Exxon, Chevron, Occidental Petroleum
00:27:01 – John Stoltzfus Oppenheimer | Energy Slides on Ceasefire Agreement
00:36:30 – Top Calls | Coinbase, T.Mobile, Oil Stocks
00:38:30 – Jennifer Gavito The Cohen Group | US-Iran Deal Eases Fears Even as Strikes Persist
00:44:26 – Exxon: 5% of Global Production Knocked Out
00:47:46 – Ellen Hazen F.L.Putnam | Hegseth Declares Victory in Iran War After Ceasefire Deal
00:58:45 – Darren Novak JPMorgan | Rewriting the Activist Playbook
01:08:04 – José Muñoz Hyundai Motor | Hyundai Targets More US Production
01:18:29 – Hegseth Declares Victory in Iran
01:23:14 – Rachel Bronson Chicago Council on Global Affairs | Oil Ships Passage via Hormuz Halted
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