Keep pulling the thread on Bloomberg Surveillance.
A Federal Reserve rate cut could trigger a market "melt-up" in the second half of the year.
During the initial Project Freedom mission, Iran demonstrated it could impose costs on safe passage operations by striking the port in Fujairah and hitting other ships.
Deutsche Bank expects all 11 top-level S&P 500 sectors to show year-over-year earnings growth for the first time in four years.
The top names in the Russell 2000 index, which account for approximately 25% of its return, will be removed during the June rebalance.
A diplomatic resolution between the U.S. and Iran could be viewed by the Federal Reserve as a resolved supply shock, enabling them to lower interest rates.
As long as Iran retains the ability to contest the Strait of Hormuz, there will be enduring challenges to maritime navigation.
Iran will retain the ability to contest the Strait of Hormuz as long as it possesses drones within range of the waterway.
Iran is incentivized to allow ships through the Strait of Hormuz to demonstrate good faith as long as it sees economic progress from lifting sanctions or prolonged nuclear deal negotiations.
M&A activity is expected to increase due to very healthy and strong credit markets.
Exxon's stock is down 5% in pre-market trading to $147 per share.
WTI crude oil is now trading below $90 a barrel.
A price of $100 per barrel for WTI crude has been a significant political threshold for the current White House administration.