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cover of episode The Latest From Israel, Stock Picks and Supply Chain Disruption

The Latest From Israel, Stock Picks and Supply Chain Disruption

2025/6/20
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Bloomberg Surveillance
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People
A
Alisa Rusanoff
D
Dan Williams
D
David Katz
L
Lisa Mateo
Topics
Dan Williams: 作为一名在耶路撒冷的记者，我认为目前局势正处于一个等待阶段。虽然以色列和伊朗之间的交火仍在继续，但伊朗的袭击强度似乎有所减弱。以色列总理内塔尼亚胡表示，以军已将重点转向摧毁伊朗导弹的发射系统，因为摧毁发射器比拥有大量导弹更具战略意义。以色列方面对导弹袭击造成的损失表现出相对乐观的态度，并认为如果以目前的速度继续摧毁发射器，伊朗可能在本周末前失去所有发射能力。关于美国可能的干预，白宫新闻秘书的措辞暗示特朗普总统可能在两周内决定是否采取军事行动，但具体时间仍不确定。有迹象表明，美国可能在一定程度上协助以色列诱使伊朗放松警惕，从而发动了袭击。然而，以色列也表示，即使没有美国的直接参与，他们也有能力继续采取行动。目前，一个关键问题是以色列军方是否具备摧毁伊朗深埋地下的核设施的能力，这可能需要美国空军的重型炸弹才能完成。

Deep Dive

Chapters
This chapter covers the ongoing conflict between Israel and Iran. The discussion centers around President Trump's decision-making process on potential military intervention and the current state of the conflict on the ground in Israel.
  • President Trump's decision on potential military action against Iran is expected within two weeks.
  • Israeli airstrikes and Iranian missile attacks are ongoing, but Iranian attacks appear to be tapering off.
  • Israel's targeting of Iranian launch systems is proving effective.
  • The possibility of US involvement in further strikes is debated

Shownotes Transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF).Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 20th, 2025Featuring:1) Dan Williams, Bloomberg News reporter, on President Donald Trump signaling he would give diplomacy a chance before deciding whether to strike Iran, dialing back on recent comments that suggested military action could be imminent.2) David Katz, President and CIO of Matrix Asset Advisors, on why he is hopeful there will be some clarity in the current conflict in the upcoming months. After that, however, we will then return to the week to week and month to month uncertainties with Tariff and the current tax and spending bill that’s making its way through congress.3) Alisa Rusanoff, CEO at Eltech, on what risks lender are currently facing in the shipping space.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on how side hustles nowadays are more about necessity than a passion. Plus, a Bloomberg report about Capital One's New JFK Lounge Makes a Play for Premium Travelers

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