Squawk on the Street SOTS 2nd Hour: Iran Investor Headlines, Goldman's Credit Expert, & A Sora Subject? 3/25/26
Mar 25, 2026
Eamon Javers, news reporter covering Iran developments and state media signals. Johnny Fine, Goldman Sachs head of investment-grade credit on private credit resilience. Michael Oren, former Israeli ambassador and historian on U.S. peace-plan implications. They discuss Iran negotiation conditions, why private credit strains have not spilled into markets, and regional stakes if Iran changes behavior.
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Oil Shock Hits Fertilizer Diesel And Food Inflation
- Oil-driven supply shocks ripple beyond fuel into fertilizer and diesel, raising inflation risk for food and supply chains.
- Sara Eisen highlighted urea spikes (fertilizer) and diesel above $5/gal, stressing planting and transport cost pressure this spring.
Oil Drop To $88 Signals Cautious Market Optimism
- Markets are pricing a range of Iran outcomes; oil falling to $88 signals cautious optimism but not certainty.
- Jim Paulson noted recent oil spikes are smaller historically and today occur against only ~2% GDP growth, muting inflationary impact.
Ambassador Oren Describes Rockets And Bomb Shelter Reality
- Michael Oren described being in a bomb shelter while Israeli rockets fell, conveying on-the-ground urgency.
- He emphasized Israel still experiences morning missile attacks and wants Iran to stop supporting terror, missiles, and nuclear activity.