Keep pulling the thread on Bloomberg Surveillance.
Daniel Tannenbaum predicts the current conflict with Iran will likely result in a reversion to a deal similar to the 2015 Joint Comprehensive Plan of Action.
President Trump is receiving signals from Republicans in Congress indicating they would not support a ground war with Iran.
Daniel Tannenbaum believes that Russia has been a beneficiary of the recent conflict due to the resulting increase in oil prices.
President Trump withdrew the United States from the Iran nuclear deal in 2018.
China's support for Iran during the current crisis has primarily been through its continued purchase of Iranian oil.
Iran has gained more diplomatic leverage in the past few months than it had previously.
European government officials have indicated they agree with the Trump administration's objectives regarding Iran but believe a lack of consultation led to a worse outcome.
Robert Doll believes the stock market is rising because good news, bad news, and no news are all being interpreted as reasons to buy stocks.
The market share of traditional, fundamental investors is shrinking relative to newer participants like retail investors, hedge funds, and quantitative funds.
Robert Doll expects major investment themes like AI and private credit to return to the forefront once the current war winds down.
Robert Doll predicts that corporate earnings estimates will likely be revised down slightly due to the recent war.
The stock market is currently trading at a multiple of 21 times earnings, which is down from 23 times but up from 19 times.