Bloomberg

Edward Yardeni, president at Yardeni Research, runs down the points of optimism he sees for equity investors and what's bringing back enthusiasm for the tech sector.

Traders are waiting for further details of a potential peace deal between Iran and the US ahead of the weekend at the end of a febrile week. Meanwhile there's little room for disappointment as companies start to feel the impact of the war.

Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Kamal Sharma, G-10 FX strategy director at Bank of America, discusses the dollar's status as a safe haven as some banks are declaring the war-driven haven rally is likely over. He speaks on Bloomberg Television.

Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs, discusses the equities rally, the impact of US-Iran de-escalation on sentiment, and whether the markets recovery is sustainable. "I think we need central banks to shift back to a bit to where we were before," Mueller-Glissmann tells Bloomberg Television. "We need the rates relief to come in."

Netflix gave a forecast for the second quarter that fell short of analysts' expectations, sending the shares tumbling in extended trading. The results are the first since Netflix walked away from a contentious battle for control of Warner Bros. in February. The streaming pioneer also announced that Chairman and co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests. Bloomberg's Neil Campling reports.

Morgan Stanley analyst Rajeev Sibal tells Bloomberg TV that global equity markets have not fully absorbed the impact of the energy shock stemming from the disruption in the Strait of Hormuz, advising that the situation may weigh on growth sentiment.

Alex Vynokur, Founder & CEO of Australia's second largest ETF provider Betashares, says strong retail participation and adoption by independent financial advisors have helped the country's ETF sector grow. He speaks on ETF IQ Asia.

IG International's Fabien Yip says that while the stock market "is striking new highs," it's important for investors to "look under the hood" as some corporate earnings and news "could potentially give a shock to the rally that we're seeing."

Australian Treasurer Jim Chalmers tells Bloomberg TV that the global economy faces a "really dangerous moment" as the Middle East conflict threatens to accelerate inflation and drag on activity.