Bloomberg Surveillance Bloomberg Surveillance TV: March 24th, 2026
12 snips
Mar 24, 2026 
Emily Roland, Co-Chief Investment Strategist at Manulife IM, outlines portfolio moves, bonds, and quality stocks amid volatility. Steven Cook, CFR Middle East & Africa expert, analyzes Iran, regional diplomacy, and navigation risks in the Strait of Hormuz. Vikas Dwivedi, Macquarie oil economist, discusses Brent price scenarios, supply/demand dynamics, and mitigation options. Multiple short takes on geopolitics, markets, and energy risks.
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Restoring Freedom Of Navigation Is Nonnegotiable
- The U.S. can't accept Iran controlling the Strait of Hormuz after hostilities because that would be a strategic defeat.
- Steven Cook argues restoring freedom of navigation likely requires military action since Iran has effectively enforced new passage rules.
Pakistan And Egypt Emerging As Mediators
- Pakistan and Egypt are quietly leading mediation efforts between Washington and Tehran.
- Steven Cook notes improved Pakistan-Iran and Egypt-Pakistan ties have positioned them as practical intermediaries despite denials from Tehran.
Anticipate Iranian Skepticism In Diplomacy
- Be sceptical of Iranian negotiation overtures because Tehran recalls talks cut short by U.S. military action under Trump.
- Steven Cook warns Tehran will distrust U.S. offers after past negotiations were interrupted by strikes, reducing incentive to engage.