All right. Well, city's head of equity trading strategy recommends going long. High quality stocks right now.Stuart Kaiser is behind the call. Stuart, great to have you with us. Nice to see you.Good to be here. Um, we're talking about tech all-time highs once again, as if last week never happened. As if a trade war never happened.As if a conflict between Israel and Iran isn't happening right now. What do you make of this market move. I mean, I think the recovery today is is just reassurance to the market th ...

I'm going to address the both of you guys again. Let's back up and talk about tech investing more broadly in the context of what else has been dominating the markets, which is this rapidly changing geopolitical landscape. Todd, I'll go to you for this one.We've seen a good amount of volatility around some of the recent developments on the geopolitical front, specifically when it comes to conflict in the Middle East. It has been jarring for sure, but interestingly enough uh not as jarring from a straight qua ...

Well, let's talk more trade and rising geopolitical tensions. Joining me now is Ambassador Nicholas Burns, former US Ambassador to China. He's currently co-chair of the Aspen Strategy Group and a professor at the Harvard Kennedy School.Ambassador, thanks for joining me. So, we just heard from Megan Cassal. The president is not seeking deescalation between Israel and Iran.At the same time, the US seems to be getting a lot of its goals addressed through some unusually aggressive means in Iran right now. What' ...

Well, for more on how all of this could impact the markets going forward, let's bring in Wilmington Trust investment advisors Tony Roth and innovator ETS chief investment strategist Tim Urbanowitz. Guys, good afternoon. Uh Tim, major averages have been holding steady despite uh this geopolitical conflict.S&P around 6,000. I know folks don't want to panic sell, but should they keep buying here. Well, John, you definitely don't want to panic sell.And really the the move higher that we saw today is really text ...

Welcome back. Investors have a lot to keep an eye on this week from the events of the Middle East to another Fed meeting looming large. Joining us now, Alon's chief economic adviser, Muhammad Alerin.Welcome back. Thank you, Scott. So, how do you feel about the market today relative to our conversation on Friday given we still haven't had a resolution to what's happening in the Middle East, but the market certainly is taking it better.Yeah, I think two things happened today, Scott. one is behavioral. The mar ...

Group 1 - JPMorgan maintains a Brent crude oil forecast in the low-to-mid $60s through 2025, with a flat price of $60 in 2026, indicating that geopolitical tensions are largely priced in [1][2] - The fair value of Brent is pegged at $66, suggesting a $10/bbl geopolitical premium during escalated tensions [1] - In an $80 WTI upside scenario, certain energy companies are expected to show industry-leading free cash flow (FCF) to enterprise value yields, with Talos at 40.7%, SM at 37.1%, and Civitas at 31.2% by 2027 [3] Group 2 - Despite a muted outlook for crude oil, JPMorgan identifies high-conviction upside in overlooked energy equities, suggesting potential for significant returns for investors willing to accept volatility [4] - Civitas Resources Inc is projected to have a 35% upside to $45, SM Energy Co a 24% upside to $35, and Talos Energy Inc an 18% upside to $11 [6] Group 3 - JPMorgan outlines three reasons for its cautious stance on oil prices, including a low probability of an all-out attack on Iran, the economic implications of closing the Strait of Hormuz, and the financial constraints faced by Gulf nations [5]

Joining us this morning is Rushier Chararma, Rockefeller International Chairman for his outlook. Rousier, it's great to have you back. I wonder what you make of this um strong and steady resilience after that brief mild decline on Friday.Well, I think the markets over time have learned to brush aside geopolitical tensions. In fact, we've done some research on this and what it shows is this is Carl that if you look at since 1950 uh the 25 most significant geopolitical shocks around the world, the S&P 500 ten ...

Joining us now to discuss is M Max Max Leighton. He's City's global head of commodities research. Yeah, Max, what do you make of the pullback.Uh, does it make sense to you. I had thought we would be a bit stronger today. I mean, over the weekend, some of the the betting markets were showing a rising possibility of the uh straight of Hormuz being affected.And yeah, I would have thought it would have been a bit stronger this morning, but um clearly there was a lot of short covering, a lot of call buying on Fr ...

Key Takeaways Crude surged over 7% Friday after Israeli airstrikes hit key Iranian nuclear and energy infrastructure. CIVI, APA and FANG rose as oil markets priced in heightened geopolitical risk and supply concerns. Iran threats to the Strait of Hormuz and Israeli gas platform shutdowns compound global energy market fears.The Middle East is once again at the heart of global energy turbulence. In a dramatic escalation, Israel launched coordinated airstrikes on Iranian nuclear and energy infrastructure — r ...

Key Takeaways CVX has shut down the Leviathan gas field due to Israeli security directives tied to regional tensions. The halt ends exports to Egypt, intensifying energy strain and disrupting Mediterranean-Europe gas flows. Plans to expand Leviathan's output to 21 bcm annually are now suspended amid escalating geopolitical risks.Chevron Corporation (CVX) , a Houston, TX-based integrated oil and gas company, has confirmed the complete shutdown of its massive Leviathan gas field, situated in the Levant Basi ...