US and Iran Renew Fighting, Global Bond Rout Deepens
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Bessent's Bond Challenge, Venezuela Oil and Fed Hike Bets 04:56 Stock Pullbacks Are Buying Opportunities — Sébastien Page, T. Rowe Price 19:26 US-Iran Status Quo Is Working for Both Sides — Clayton Seigle, CSIS 30:36 War, Tariffs Are Driving US Yields Higher — Torsten Slok, Apollo 41:50 Long Bonds May Not Rally in the Next Downturn — Ashok Bhatia, Neuberger Berman 53:31 Rate Hikes Won't End the Stock Bull Market — Evan Brown, UBS Asset Management 1:07:05 AI Has Become a Midterm Affordability Issue — Ariana Salvatore, Morgan Stanley 1:22:23 Venezuelan Oil Replenishing SPR a ‘Pure Fantasy’ — Stephen Schork, The Schork Group 1:31:04 AI Constraints Are Helping Prevent an Overbuild — Vivek Arya, BofA Securities 1:40:15 Treasuries May No Longer Be a Safe Hav
Tags: Annmarie Hordern, Apollo Global Management LLC, Ariana Salvatore, Ashok Bhatia, BofA Securities Inc, Center for Strategic International Studies Inc, Citigroup Inc, Evan Brown, Jonathan Ferro, Kate Moore, Kelly Kowalski, Lisa Abramowicz, Morgan Stanley, Neuberger Berman, Padhraic Garvey, Schork Group Inc, Sebastien Page, Stephen Schork, T Rowe Price Associates Inc, Torsten Slok
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