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12.08.26 - 14:31
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Trump Claims Hormuz Control as US-Iran Deadlock Continues | The Pulse 8/12/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Matheus Dibo, Goldman Sachs Private Wealth Global Head of Tactical Asset Allocation, Negah Angha, King's College London Visiting Fellow (Source: Bloomberg)...
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11.08.26 - 17:30
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S&P 500 Hovers Near Record Highs on US-Iran Hopes (Bloomberg)
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Stocks traded near all-time highs and bonds rose as hopes for a deal to revive the Strait of Hormuz trimmed a rally in oil prices.
Eric Freedman, CIO at Northern Trust, discusses the current market landscape. (Source: Bloomberg)...
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11.08.26 - 13:01
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Trump Hardens Stance on Iran, Nvidia Taps Wall Street for $500B | The Opening Trade 8/11/2026 (Bloomberg)
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US President Donald Trump hardened his stance toward Iran as negotiations to reopen the Strait of Hormuz continue, pronouncing that the Islamic Republic must pay reparations for past attacks. Trump made his sweeping new demands on Monday after accusing Tehran of itself seeking compensation for war damages through public statements even though the issue had never been raised in negotiations.
US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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10.08.26 - 15:06
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Stocks Rise at Start of CPI Week; Iran′s Hormuz Deal Elusive | Bloomberg Brief 08/10/2026 (Bloomberg)
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US equity futures rally after the payrolls report showed a sharp slowdown in the labor market, driving stocks to a fresh record high. Oil advances as Iran's accord with Oman on the Hormuz shipping route remains elusive. TSMC posts a 45% rise in monthly sales amid strong demand for AI hardware. Thierry Wizman of Macquarie Group looks ahead to the inflation data. (Source: Bloomberg)...
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07.08.26 - 12:31
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Iran Seeks to Bar US, Israeli Ships from Hormuz; OpenAI′s Doughnut-Like Device | The Pulse 8/7/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Robert Dishner, Neuberger Berman Senior Portfolio Manager for Multi-Sector Fixed Income; Katherine Ogundiya, Barclays Senior Thematic Equity Strategist; Rico Luman, ING Senior Sector Economist, Transport and Logistics (Source: Bloomberg)...
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06.08.26 - 14:24
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Iran Nears Strait of Hormuz Shipping Deal, Hackers Target Wall Street | The Pulse 8/6/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Arend Kapteyn, UBS Investment Bank Global Head of Economics & Strategy Research; Mario Greco, Zurich Insurance Group CEO
(Source: Bloomberg)...
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04.08.26 - 13:06
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Trump Calls Iran Talks Offer a ′Last Chance′ | The Pulse 8/4/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Wei Li, BlackRock Global Chief Investment Strategist; Greg Sharenow, PIMCO Commodities Portfolio Manager (Source: Bloomberg)...
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04.08.26 - 02:42
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Stocks & Bonds Rose as US-Iran Hopes Spur Oil Drop | The Close 8/3/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Edward Jones Head of Investment Strategy Mona Mahajan, Portal Innovations CEO John Flavin, Mizuho Securities Healthcare Equity Strategist Jared Holz, Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer, Wells Fargo Analyst Ken Gawrelski, Cboe Global Markets VP, Head of Derivatives Market Intelligence Mandy Xu, 248 Ventures Chief Investment Strategist Lindsey Bell,MoffettNathanson Research Analyst Julie Zhu, Mizuho Managing Director, Senior Analyst Dan Dolev, Yellow Card CEO Chris Maurice, & BofA Securities Senior Restaurants Analyst Sara Senatore. (Source: Bloomberg)...
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03.08.26 - 13:36
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Trump Revives Iran Talks as Markets Watch Middle East Risks | The Pulse 8/3/2026 (Bloomberg)
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President Donald Trump said new Iran talks would begin today after he called off a planned attack on Iran partially in response to pleas from US allies in the Middle East, including Saudi Arabia.
Stocks and bonds rose as the latest sign of easing tensions between the US and Iran pushed oil prices lower, allaying concerns about faster inflation.
The yen rallied sharply amid speculation that authorities may have intervened to prop up the currency again after coordinated action between the US and Japan last week.
Today's guests: Derek Halpenny, MUFG Global Markets Head of Research; Tina Fordham, Fordham Global Foresight Founder and Geopolitical Strategist
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
(Source: Bloomberg)...
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24.07.26 - 17:57
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Gas Prices Nearing Levels That Could Push Trump Towards Iran Talks, Says JPM Commodities Expert (ZeroHedge)
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Gas Prices Nearing Levels That Could Push Trump Towards Iran Talks, Says JPM Commodities Expert
One of the main macro drivers this week remains the Gulf energy shock, as chokepoints from the Strait of Hormuz to Bab el-Mandeb are disrupted. Turmoil in the Black Sea between Russia and Ukraine is also sending chills through commodities desks.
Related energy coverage:
RBC Commodities Chief Warns "War Entering Dangerous Phase" As Chokepoint Chaos Risks Oil Above 2008 Peak
Brent crude is back above $100 a barrel, while WTI has reached $92, pushing Treasury yields higher, tightening financial conditions and weighing on duration-sensitive and consumer-facing stocks.
At the start of the week, AAA data showed that while prices vary across states...
... the national average for regular gasoline had exceeded the politically sensitive threshold of $4 per gallon.
And going higher...
JPMorgan's head of Global Commodities Research and Strategy, Natasha Kaneva, told clients that Brent should average about $9...
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20.07.26 - 16:13
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Futures Rebound On Fresh Bout Of Iran Optimism As Hyperscaler Earnings Loom (ZeroHedge)
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Futures Rebound On Fresh Bout Of Iran Optimism As Hyperscaler Earnings Loom
US equity futures rebound from Friday's selling, indicating a firmer start to the week with S&P futures rising 0.5% at 8.00am ET, and Nasdaq futures up 1% after a sluggish start to the session, after Iran's Foreign Ministry said it had received proposals from mediators about the conflict with the US. In premarket trading, semis are higher as are Mag7 names; the AI theme is bid across sectors. Cyclicals are leading Defensives; both are higher in absolute terms, pointing to an 'Everything Rally' today. According to JPM, the US / Iran escalation is being faded with WTI lower pre-market and Brent off its highs. Bond yields are flat to up 1bp s the yield curve twists steeper. Commodities are mixed but net higher with US crude/natgas lower. The update from Iran has seen energy prices reverse gains with Brent now down 0.3% and on an $87/bbl handle. European stocks are now a touch higher with the Stoxx 600 up 0.1% Asia...
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