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US equities are expected to see 20% earnings growth this year, while European equities are expected to grow a maximum of 10% to 15%.
Kevin Walsh is initiating a regime change at the Federal Reserve to regain control over inflation in preparation for a fiscal dominance regime.
The Iranian regime exerts significant influence in the Arab world through its support for non-state actors like Hamas and Hezbollah.
The Islamic Revolutionary Guard Corps (IRGC) has gained more power within Iran's decision-making process as a result of the recent war.
Iran has emerged from the recent war in a stronger strategic position.
A recent memorandum of understanding will reopen the Strait of Hormuz for 60 days and contemplates allowing Iran to collect fees for passage afterward.
The United States has lost two key pieces of leverage against Iran: the credibility of using military force and the power of oil sanctions.
The US administration may now need to offer incentives, such as a reconstruction fund of over $300 billion, to secure a nuclear deal with Iran.
Market reactions to major geopolitical events have shown decreasing volatility, with a 30% drop post-COVID, a 20% drop after the Ukraine invasion, a 15% drop after Liberation Day, and a 10% drop following recent Middle Eastern conflicts.
The average European household has less than one-third of its wealth invested, whereas the average US household has more than half of its wealth invested.
The European Central Bank had to adjust interest rates in response to price spikes caused by recent geopolitical conflict.
The United States is considered a relative winner in the global economy because it is an energy exporter and is at the forefront of the AI boom.