Trump Offers Hormuz Assurances as Iran War Rages On

Bloomberg Surveillance

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Wednesday, March 4th, 2026

Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, discusses using real asset equities as a geopolitical hedge.
2) Debbie Cunningham, CIO: Global Liquidity Markets at Federated Hermes, discusses structural shifts in cash management.
3) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses why conflict in the Middle East is not expected to be stagflationary for the US.
4) Angie Gildea, Oil & Gas Leader at KPMG, assesses the disruption risks of a Strait of Hormuz closure.
5)Liana Fix, Senior Europe Fellow at the Council on Foreign Relations, on European criticism of the Iran conflict and Germany's resurgence as a military powerhouse.

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2026-03-04 34 min Transcript

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