Keep pulling the thread on Bloomberg Surveillance.
Market expectations that the Federal Reserve would ease interest rates once or twice in the second quarter are now "off the table."
Jason Draho of UBS Global Wealth Management forecasts 11% EPS growth for the S&P 500 this year and has a price target of 7,500 for December.
Physical oil markets are currently very tight, with shortages beginning to emerge across Asia.
Iran has threatened to retaliate if the U.S. blocks the Strait of Hormuz, warning that "no port in the Persian Gulf and the Sea of Amman will be safe."
Norman Rule of CSIS believes Iran's recent threat represents the "sharpest escalation since the ceasefire" and could mark the beginning of its unraveling.
Norman Rule predicts that at 10 a.m. Eastern time, the United States will stop all shipping into Iranian ports.
In an extreme scenario, Norman Rule believes Iran could attack Gulf oil producers if its ability to produce and export oil is blocked by the U.S.
Goldman Sachs' deal-making advisory fees surged by 89% in the latest quarter.
Chris Maranek of Bring Capital believes national leaders like JP Morgan, Bank of America, and Goldman Sachs are best positioned to take advantage of a potential boom in IPO activity.
A Morgan Stanley report suggests that countries will find ways to resolve the current geopolitical crisis because it is "intolerable for the global economy," similar to actions taken in 2022.
Jason Draho of UBS Global Wealth Management notes that while capital expenditures for AI are strong, investment in other areas like residential and non-residential construction is relatively weak.
Europe is expected to face oil shortages in the next month or so.