Bloomberg Surveillance Oil Soars Above $100 as Iran Signals No Letup in War
12 snips
Mar 9, 2026 
Golnar Motevalli, Bloomberg Middle East reporter covering Iran and regional geopolitics. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments. Leslie Palti-Guzman, founder of Energy Vista, energy risk analyst. Cameron Dawson, CIO at NewEdge Wealth on market behavior. They discuss Iran’s leadership shift and sustained strikes. They cover soaring oil, shipping and pipeline risks in the Gulf. They debate market volatility and portfolio positioning amid prolonged conflict.
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Khamenei Succession Raises Nuclear Policy Unknowns
- Mojtaba Khamenei's succession may mean a more hardline direction but key positions like nuclear policy remain uncertain.
- Golnar Motevalli questions whether he will renew the nuclear fatwa or pursue a North Korea style deterrent.
Assess Time Horizon Before Moving To Cash
- Don't abandon long-term allocations solely due to geopolitical shocks; assess time horizon before moving to cash.
- Cameron Dawson recommends measuring technical indicators and fear metrics like VIX and put-call ratios before reallocating.
Use Technicals And Fear Metrics To Time Dip Buys
- Use market technicals and fear measures to time dip buying rather than gut reactions.
- Cameron Dawson advises watching percentage above moving averages, 20-day lows, RSI, put-call ratios, and VIX to spot when fear creates buying opportunities.