Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know

Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know

July 10, 2026 · 15 min

About this episode

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.

People in this episode

Host: John Stepek

Guest: Morwenna Coniam

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Keywords

Mentioned in this episode

Organizations: Bloomberg

Places: Iran

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