
The episode discusses the impact of the Iran ceasefire on oil prices and bond yields, as well as the potential decline of the AI trade.
Bloomberg senior reporter John Stepek is joined by co-editor of Bloomberg’s Markets Today blog, Morwenna Coniam to discuss the ever changing status of the Iran ceasefire and the resulting impact on oil prices and bond yields. They also highlight the growing evidence that the AI trade could be falling apart and what this means for global markets. See omnystudio.com/listener for privacy information.
Host: John Stepek
Guest: Morwenna Coniam
Organizations: Bloomberg
Places: Iran
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