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As investors pull back on rate cut bets and push expectations out to September, a new energy shock is rattling markets. Dynex Capital Co-CEO Smriti Popenoe joined Bloomberg Open Interest to talk about why inflation may be "transient" again. She also warns the market is now pricing a higher probability of rate hikes.

Bloomberg Opinion Columnist Javier Blas says using the East-West oil pipeline that runs across the Arabian Peninsula, and another pipeline owned by the United Arab Emirates, can help get oil to market by avoiding the Strait of Hormuz. He says doing so, could help slow down rising oil and gasoline prices. He speaks on Bloomberg Open Interest.

Treasury yields are climbing as war fears rattle markets and push rate-cut hopes further out. David Dindi, CEO of Atomic Invest, says a shutdown of the Strait of Hormuz could keep inflation elevated if the conflict drags on longer than investors expect,  impacting oil prices and the Fed's path forward.

Everything from groceries to gas is set to get more expensive as oil climbs above $100 a barrel. Jake DeWitte and Amir Vexler, the CEOs of Oklo and Centrus Energy respectively join Bloomberg Open Interest to talk about how next-generation nuclear energy can help the US achieve energy independence.

Edward Morse, special advisor at Hartree Partners, says consumers should expect to see gas prices in the US top $4 a gallon soon. He also expects ships in the Strait of Hormuz to keep being attacked. In a note he says oil prices could climb another 50%.

Rising energy prices and uncertainty brought on by tariffs creates "heightened risk around consumer spending and growth," says former Kansas City Fed President Esther George. She speaks on Bloomberg Surveillance.

Kate Moore, CIO at Citi Wealth, says the resilience in equity markets amid the war with Iran is coming from the US large cap space.

Subadra Rajappa, head of research at Societe Generale Americas, says US Treasuries "are not a good flight to quality hedge in this environment."

The US State Department ordered non-emergency American employees and diplomats in Saudi Arabia to leave the country, citing safety risks. The move comes as Iranian attacks across the Gulf continued with fears of a broader conflict. Imad Al-Abdulqader, partner at DGA-Albright Stonebridge Group spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche about the likely impact on business decisions in the region due to the war.

Helen Jewell, CIO of fundamental equities at BlackRock, discusses the potential for dip buying opportunities as the war in the Middle East rattles global markets. Speaking on Bloomberg Television, she also says that investors shouldn't lose focus of macro data. "Couple of weeks ago we were talking about AI and the implications of AI. I think that's where we need to focus because we don't know when Hormuz is going to be reopened," Jewell says.

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

Israel continued its strikes in Lebanon, as it targeted Hezbollah. Hundreds of people have been killed and thousands displaced. Hilal Khashan, Political Science Professor at the American University of Beirut spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on the likely end to the fighting between Israel and Hezbollah.