Bloomberg

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

Andre Kelleners, co-head of EMEA investment banking at Goldman Sachs, discusses the impact of the war in Iran on markets and M&A deals, saying clients "remain quiet forward leaning," while the majority of them "expects to do more this year than last year in M&A." Kelleners also discusses the pipeline of potential initial public offerings in Europe this year. "The pipeline for IPOs in Europe remains strong and remains robust."

David Rees, head of global economics at Schroders, discusses the impact of energy prices uncertainty on the Federal Reserve as the war in Iran continues. "If it is a relatively brief energy shock, I think you would look through that," he tells Bloomberg Television. He also discusses what to expect from Federal Reserve Chair Jerome Powell as the central bank prepares to deliver its interest rate decision on Wednesday. "I don't see him cutting rates. I think he's kind of backed away from that now," Rees adds.

Iran confirmed the death of Ali Larijani, the Islamic Republic's national security chief and a key figure in its wartime leadership. This is after Israel announced that it had killed him in an overnight airstrike. Ryan Bohl, Senior Middle East and North Africa Analyst at RANE spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on the likelihood of a diplomatic off ramp.

President Donald Trump has announced that his summit with Chinese President Xi Jinping is being postponed due to the conflict in Iran, delaying critical trade negotiations. Bloomberg's Stephen Engle has the latest.

Invesco's David Chao says "on average it takes around four to five months" for oil prices and stock markets to return back to pre-supply side shock levels. He also tells Bloomberg Television that "we will be watching very closely for any kind of inflationary impulse that developments in the Middle East will have on headline inflation."

Nvidia CEO Jensen Huang says the company has been licensed for "many customers in China" for H200 sales and is in the process of "restarting our manufacturing." Bloomberg's Ed Ludlow reports.

Oaktree Capital Management co-founder Howard Marks warns about "credulousness" being on the rise when asked about the issuance of long-term debt by Big Tech during a fireside chat with Bloomberg's Lisa Abramowicz at the Capital Markets Industry Conference.

Scott Brothers Global Co-founders and CEOs Jonathan & Drew Scott, HGTV's "Property Brothers," discuss their new show, moving 'in the wrong direction' on affordability, and how AI can help developers. They sit down with Romaine Bostick for "The Close."

Oaktree Capital Management co-founder Howard Marks says the firm will remain cautious for the time being during a fireside chat with Bloomberg's Lisa Abramowicz at the Capital Markets Industry Conference.