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cover of episode Oil Slides, Stocks Gain as Israel-Iran Ceasefire Remains in Flux

Oil Slides, Stocks Gain as Israel-Iran Ceasefire Remains in Flux

2025/6/24
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
AI Deep Dive AI Chapters Transcript
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D
Doug Krisner
J
Jill Desis
J
Joe Matthew
R
Ross Mayfield
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Doug Krisner: 我主持了本期播客，并报道了特朗普宣布以伊停火协议的新闻。该协议对油价和股市产生了重大影响，引发了市场对中东冲突可能进一步升级的担忧。 我采访了多位专家，讨论了该协议的细节、市场反应以及对美联储通货膨胀展望的影响。 我关注的是新闻的快速发展，以及市场对该消息的即时反应。 Joe Mathieu: 我是彭博平衡权力节目的主持人，就特朗普宣布的以伊停火协议发表了评论。我认为，在短短几个小时内，从美国袭击伊朗核设施到达成停火协议，这是一个非同寻常的转变。 我分析了该协议的背景，包括特朗普在社交媒体上发布声明的方式，以及这可能如何影响他与其他世界领导人的会晤。 我强调了市场对该消息的积极反应，以及油价的暴跌。 Jill Desis: 作为彭博社驻香港的记者，我与我的电视同事Yvonne Man和David Ingles讨论了特朗普宣布的以伊停火协议。我们分析了伊朗外交部长的声明，以及这如何与特朗普的声明相协调。 我们讨论了市场对该消息的反应，以及以色列的官方回应仍然缺失。 我们还讨论了该协议的不确定性，以及未来几个小时可能发生的事情。 Yvonne Man: 作为彭博社的电视记者，我与Jill Desis和David Ingles讨论了特朗普宣布的以伊停火协议。我们关注的是市场对该消息的反应，以及该协议的不确定性。 我们讨论了以色列和伊朗之间的持续军事行动，以及这如何影响市场情绪。 我们还讨论了该协议对美联储通货膨胀展望的影响。 David Ingles: 作为彭博社的电视记者，我与Jill Desis和Yvonne Man讨论了特朗普宣布的以伊停火协议。我们关注的是市场对该消息的反应，以及该协议的不确定性。 我们讨论了该协议对美联储通货膨胀展望的影响，以及市场对未来几个小时可能发生的事情的反应。 我们还讨论了该协议对地缘政治局势的影响。 Ross Mayfield: 作为Baird的投资策略师，我讨论了特朗普宣布的以伊停火协议对市场的影响。我认为，在得到各方确认之前，很难对该协议充满信心，但方向是正确的。 我分析了油价和债券市场的反应，以及这如何影响美联储的通货膨胀展望。 我还讨论了对风险资产，特别是股票的看法，以及对估值的担忧。

Deep Dive

Chapters
President Trump announced a ceasefire between Israel and Iran on Truth Social, but the Iranian foreign minister stated there's no official agreement, only a potential halt to attacks if Israel stops its airstrikes. This announcement caused immediate market reactions, with oil prices slumping and stocks rallying.
  • Trump announced a tentative ceasefire between Israel and Iran on Truth Social.
  • Iran's foreign minister stated there is no official ceasefire agreement.
  • Oil prices dropped significantly following the announcement.
  • Stocks rallied due to the perceived de-escalation of the conflict.

Shownotes Transcript

President Donald Trump announced Israel and Iran had agreed to what he called a “complete and total” ceasefire, easing fears that a conflict between the two adversaries might escalate. Trump, who made the surprise announcement on his Truth Social platform days after ordering airstrikes on Iran’s nuclear facilities, said the accord would begin around midnight US time and is aimed at a lasting end to the fighting. Iranian Foreign Minister Abbas Araghchi said in a tweet afterward that while there is no ceasefire agreement, his country had no intention to keep responding to Israeli attacks after 4:00 a.m. Tehran time. We break down the headlines with Joe Mathieu, co-host of Bloomberg Radio and Television’s Balance of Power. 

Oil slumped and stocks rallied after Trump announced the ceasefire, spurring optimism the worst of the Middle East conflict is over. Global benchmark Brent crude tumbled almost 5% in early Asian trading after the surprise comment. S&P 500 futures rose 0.5%, while key stock indexes advanced in Japan, Hong Kong and Australia. The news damped demand for haven assets with the dollar weakening against all its Group-of-10 peers and gold dropping. Bloomberg’s Jill Disis speaks with our TV colleagues, Yvonne Man and David Ingles, in Hong Kong. 

Plus - we look at how all the day’s news may play into the Federal Reserve’s inflation outlook. We get market insights from Ross Mayfield, Investment Strategist at Baird.

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