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Have you been answered questions about uh whether you are moving closer or you believe the US is moving closer to striking Iranian nuclear facilities? Where's your mindset on that? Can't say that, right? You don't seriously think I'm going to answer that question. Will you strike the Iranian nuclear component? And what time exactly, sir? Sir, would you strike it? Would you please inform us so we can be there and watch? I mean, you don't know that I'm going to even do it. You You don't know. I may do it. I m ...

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16 June 2025 | 10:20PM HKT China Healthcare Read across from our global healthcare conference and investor feedback from US marketing We participated in the 46th Global Healthcare Conference (June 9-11) and met with 20+ US investors across Miami and New York. Discussions centered on the momentum behind China biotech's re-rating (+72% YTD, vs +17% for MXCN, see Exhibit 1), driven by a surge in licensing-out deals, particularly in PD-1/VEGF bispecifics, which validated asset quality and innovation. Investors ...

James Pakukus is economic policy analyst at the American Enterprise Institute and a CNBC contributor. It's good to have you here and I think that in some ways these stories are related because it was not it was just a couple of weeks ago we were told, you know, look, the US might be trying to strike a deal with Iran to bring those barrels back or keep them in the market even as it has to crack down on Russia. Well, now it sounds like um the tone is shifting towards more aggressive on both Iran and Russia.Ye ...

12 Jun 2025 15:07:47 ET │ 11 pages Oil Monitor Ongoing geopolitical tensions provide a selling/hedging opportunity V i e w p o i n t | CITI'S TAKE We are bearish on oil prices from current levels of $68-70/bbl Brent, expecting them to fall $60-65/bbl over the coming months, as oil fundamental pointing to a significant surplus during 2H'25, driven by OPEC+ returning its spare capacity to the market. We recommend producers take the opportunity to hedge into rallies related to any Israeli or US military action ...

Asia Pacific Equity Research 12 June 2025 (852) 2800 8195 denise.yan@jpmorgan.com J.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) Limited J P M O R G A N Correction (first published 11 June 2025) (See disclosures for details) China Biotech Thoughts on the road ahead for Innovent, Akeso and Kelun-Biotech As we continue to receive questions on Innovent, Akeso and Kelun-Biotech during our marketing tour and in light of recent news flow on these three names, we offer some of our q ...

This makes Washington look pretty feckless, right? Because one of two things is true. Either Donald Trump did not want this to happen. Wanted Steve Wickoff to go there this weekend and Israel bombed Iran and killed the person that was overseeing those negotiations with Steve Wickoff. Or Donald Trump when he went to the Gulf Arabs a few weeks ago lied to them in saying that he won an Iran deal. Neither of those is a particularly good look for the United States. Either we're being duplicitous about matters as ...

than a percent. Getting back near the recent all time highs. And that leads back to today's major geopolitical story.Those strikes and counter-strikes between Israel and Iran. The latest Israel's defense minister saying Iran crossed red lines with its strikes against Israeli cities. Joining me now is Fred Kempe, president and CEO of Atlantic Council and a CNBC contributor.Fred Israel's positioning this moment, it seems to be an existential threat to the Iranian regime. Is it. >> Look.>> We have someone work ...

more hours left in this and much more to go before we know exactly what's going on. >> All right, Megan, thanks very much. Megan Cassella, let's turn now to Michael O'Hanlon.He's director of foreign policy research at the Brookings Institution. Michael. And so we are hearing from different analysts that they think this could actually be a rather drawn out affair.That's going to kind of put that on one side of the equation. On the other side, are those pointing out that the market reaction here is not outsiz ...