So, look, I mean, there's certainly been a lot of traffic. And I think the question everyone's focused on right now is the duration and what's happening in the oil markets. And that really seems to be sort of the focus of the conversations right now.And unfortunately, I think this is a situation where we're going to have to wait and see. Right. We have Halima Croft, who's weighing in on this for us.And she's warned that there could be, you know, the possibility that things could go on a bit longer than peop ...

For more on the war in Iran, let's bring in Ian Bremer, Eurasia Group president this morning. Talk about what might be in store for us. Ian, good to see you. >> Good to see you.>> Uh, curious how you're thinking about duration right now and scope as we keep an eye on some of these reports about, for example, strikes on Hezbollah. >> Well, Hezbollah, I mean, the IRGC, uh, the Iran Islamic Guard Corp Iran have great influence over what Hezbollah does. they have two, you know, essentially management seats, boa ...

I am here in Miami, Sanjay. I'm not the global head of credit trading and about 15 other titles, which I won't get into right now. Joining us here at a time where there's a lot of questions around credit, of course, the events over the weekend have taken that front stage last week when we spoke.You said on the top concern for a lot of investors, geopolitics just wasn't there. Is it still the case this morning after the events that transpired over the weekend. Thank you, Lisa.It's amazing to be here and look ...

I am here at the JPMorgan Leveraged Finance Conference with someone who is a star here, Katherine O'Donnell, who is the head of North America leveraged finance and has a ton of meetings. Katherine, thank you so much for being with us. I want to start with the news of the day, which is clearly the question around the war in Iran and what that sort of percolating into the Middle East is going to do for fund raising for for companies being able to issue currently.Do you see a sort of hesitance to really start ...

CNBC's Brian Sullivan delivers the latest news surrounding energy amid following U.S. strikes in Iran. ...

This is not a so-called regime change war, but the regime sure did change, and the world is better off for it. Iran was building powerful missiles and drones to create a conventional shield for their nuclear blackmail ambitions. Let me say that again.A conventional shield for their nuclear blackmail ambitions. to the media outlets and political left screaming endless wars. Stop.This is not Iraq. This is not endless. I was there for both.Our generation knows better and so does this president. He called the l ...

Let's bring in now MSNOW senior national security reporter David Rode who was listening along with me. So David, a lot to get into there. Certainly a lot of political nonsense for the secretary of defense.But I know some of it caught your attention too and were bothered by it. But let's start with what we know in terms of the concrete updates as to the ongoing assaults in Iran. What do we learn.There was a lot of talk and I think it has been a successful effort in terms of these bombings and the strikes. Th ...

I think fundamentally if you're driving productivity with AI, you're driving leverage on human time and leverage on capital. The question is how quickly can you drive that up. And that's a function of how much consumption there is, how much capacity there is for consumption.So if your earnings are the same, but things are getting more expensive, you're not happy. If your earnings go up by 10%, things stay the same price, you got 10% more than you had last year, you're you're going to be happy. I just think ...

Is anyone talking about the idea that if oil goes up big then perhaps there's inflation and if inflation comes back then we're not going to be able to cut rates. >> Yeah, it's an interesting question Jim. I mean, I can tell you that the president thinks about oil and energy as the the number one input to the economy and his entire sort of economic policy is focused on the idea of drill baby drill, getting oil prices as low as possible, lower even than some of the oil companies uh want it to go uh in order t ...

Aaron David Miller, Senior Fellow at the Carnegie Endowment for International Peace, says Iran is still dangerous and can inflict pain on the region. He talks about when he thinks the war could end on Bloomberg Open Interest. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, ...