Ceasefire Claims Diverge as Hormuz Stays Blocked

Bloomberg Surveillance

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, April 9th, 2026
Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, on the balance between inflation hedging and equity exposure.
2) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, examines the fragility of the US-Iran ceasefire and its impact on the Strait of Hormuz.
3) André Perold, Partner & CIO at HighVista Strategies, discusses investing in a world of exponential change.
4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, on the shift in US strategy toward NATO and the Iran conflict.5) Andrew Jackson, Head of Investments & Fixed Income Boutique at Vontobel Asset Management, talks EM resilience and growing dispersion in credit markets.

See omnystudio.com/listener for privacy information.

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, April 9th, 2026
Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, on the balance between inflation hedging and equity exposure.
2) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, examines the fragility of the US-Iran ceasefire and its impact on the Strait of Hormuz.
3) André Perold, Partner & CIO at HighVista Strategies, discusses investing in a world of exponential change.
4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, on the shift in US strategy toward NATO and the Iran conflict.5) Andrew Jackson, Head of Investments & Fixed Income Boutique at Vontobel Asset Management, talks EM resilience and growing dispersion in credit markets.

See omnystudio.com/listener for privacy information.

2026-04-09 40 min Transcript
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