Keep pulling the thread on Bloomberg Surveillance.
An interim agreement between the United States and Iran has been reached, leading to a rise in stock and bond prices.
Morgan Stanley expects the Federal Reserve to hold interest rates unchanged at its upcoming June meeting.
Fox is planning to acquire Roku for $160 per share in a cash and stock deal.
Liz Thomas identifies a potential slowdown in capital expenditures by technology companies as the biggest risk to the current market.
Congressional staff for both Democrats on the House Ways and Means Committee and Republicans on the Senate Finance Committee believe no major legislation on housing, crypto, or Social Security will pass before the election.
The U.S. government imposed export controls on the AI company Anthropic over the past weekend.
The upcoming June Federal Reserve meeting will be the first one presided over by the new chair, Kevin Walsh.
According to Morgan Stanley, sustained disinflation depends on the resolution of the conflict involving Iran.
Morgan Stanley's view is that a Federal Reserve rate hike would require sustained core inflation to remain above 3% combined with broadening economic momentum.
While an agreement between the US and Iran has been announced, it has not yet been signed and has not resulted in an increased flow of oil.
Qatar's natural gas production capacity has sustained some damage.
New Federal Reserve Chair Kevin Walsh has previously indicated that providing too much forward guidance is not a good policy.