Bloomberg

A fragile Iran-Israel ceasefire hangs in the balance as tensions rise across the Middle East.  Rachel Bronson, a Nonresident Senior Fellow on Energy and Geopolitics at the Chicago Council on Global Affairs joins Bloomberg Open Interest to break down why this is only a temporary pause, how energy markets are reacting, and what a potential shift in global oil power could mean for the US and its allies.

Activist investing is booming despite market uncertainty. Darren Novak, the Global Co-Head of Shareholder Engagement and M&A Capital Markets at JP Morgan joined Bloomberg Open Interest to explain why volatility, undervaluation, and record M&A activity are fueling a global surge in campaigns, and how evolving tactics are forcing boards to rethink how they engage with investors.

Hyundai CEO José Muñoz reveals a bold $26B push into US manufacturing, including trucks and SUVs built in America to compete with Ford. He joins Bloomberg Open Interest to explain how Hyundai is adapting to shifting consumer demand by balancing EVs, hybrids, and gas vehicles, while tackling tariffs through full localization.

Exxon Mobil Corp. saw 6% of its global output knocked out in the first quarter as oil and natural gas operations in the Persian Gulf were paralyzed by the Iran war. Kevin Crowley reports on Bloomberg Television.

A temporary US, Iran cease-fire may calm markets, but deeper geopolitical risks are intensifying. Former State Department official Jennifer Gavito joined Bloomberg Open Interest to break down Iran's growing leverage over global oil routes, why diplomacy remains fragile, and how rivals like Russia and China are quietly gaining ground while US strategic goals remain unmet.

John Stoltzfus, Oppenheimer Asset Management chief investment strategist, says what he see as a mild selloff during the Iran war will likely cap the extent of the US stock market relief rally on "Bloomberg Open Interest."

Amrita Sen, founder and director of market intelligence at Energy Aspects, discusses tanker flows in and out of the Strait of Hormuz as the US and Iran announce a two-week ceasefire and explains why the global oil market is in for further demand destruction.

Defense Secretary Pete Hegseth said, "Operation Epic Fury was a historic and overwhelming victory on the battlefield," as he declared victory in the US and Israeli war against Iran on Wednesday. The statement comes a day after Washington and Tehran agreed to a two-week ceasefire.

Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, examines what the two-week ceasefire agreed to by the United States and Iran means for markets and says the bull market that started in October of 2022 still has further to go.

Lucy Baldwin, global head of research at Citi, sees the US-Iran ceasefire deal letting markets return to the themes that were in focus before the start of the war.