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George Goncalves of MUFG believes that interest rates may have reached their peak for 2026.
George Goncalves of MUFG predicts that the ongoing war is preventing further interest rate hikes and is about to trigger a bond market rally.
George Goncalves believes the Federal Reserve could have an opportunity to cut interest rates by the end of the year if inflation, oil prices, and interest rates have all peaked.
George Goncalves predicts the Federal Reserve will remove the one potential rate cut that was included in its last forecast.
George Goncalves predicts that by the end of the year, the market's optimistic macroeconomic outlook will be proven wrong, leading to the bond market outperforming the stock market.
Stephen Cook of the Council on Foreign Relations believes the recent deal with Iran heavily favors Iran.
Under the terms of a new deal, Iran will retain its right to enrich uranium and will be able to export oil immediately.
Stephen Cook reports that Iran will only guarantee freedom of navigation through the Strait of Hormuz for 60 days, after which it plans to levy a surcharge on transit.
Stephen Cook asserts that the new deal with Iran does not include any provisions requiring the dismantling of its proxy forces.
Stephen Cook states the Trump administration has abandoned its previous red lines on Iran's ballistic missile program in the new deal.
Stephen Cook states that Israel does not agree with the new Iran deal's provision for a permanent end to war on all fronts, maintaining it will not cede a veto over its security to Tehran.
The United Arab Emirates has announced plans to completely eliminate its dependency on the Strait of Hormuz for exports.