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Bloomberg

Trump's Social Message Blitz Hurts Iran Talks Say Officials

The prospect of Iran agreeing to more in-person peace talks with the US is being hindered by President Donald Trump's threats and brash social media posts, according to several officials with knowledge of the diplomatic efforts to end their war. Trump's Truth Social posts as well as his decision to continue with a naval blockade of Iranian ports have been detrimental to ongoing negotiations through mediators such as Pakistan, according to two US officials familiar with the matter. Our EMEA News Director Will Kennedy joins Stephen Carroll and Caroline Hepker to discuss.

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Bloomberg

Carmignac Says Equity Market Could Unwind on Macro Risks

Obe Ejikeme, global equities fund manager at Carmignac, discusses cyclicals and the sentiment-driven rally of the past few months. "If you get this big disconnect between what the market is doing, or what the underlying potential macro risks are, then I think the chance of seeing an equity market unwind, or at least a reversal of some of these riskier trades, is quite high," he tells Bloomberg Television.

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