Bloomberg Surveillance Ceasefire Claims Diverge as Hormuz Stays Blocked
26 snips
Apr 9, 2026 
Andrew Jackson, head of investments at Vontobel, on EM resilience and credit trading. André Perold, HighVista CIO and HBS professor emeritus, on investing amid exponential change and AI’s impact. Sébastien Page, CIO at T. Rowe Price, on portfolio construction, inflation hedges and credit positioning. They discuss geopolitics, market technicals and how tech shifts reshape investment timeframes.
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Pursue Diplomacy Over Military Action
- Diplomacy is the likeliest U.S. exit path; military action has a high bar.
- Jennifer Welch explains President Trump faces limited options and is pursuing talks led by J.D. Vance to find a political exit.
Iran's Proposal Would Limit Free Passage Through Hormuz
- Iran seeks control over Hormuz transit, potentially charging tolls and requiring military coordination.
- Jennifer Welch warns that a coordinated or tolled passage is not a free and open Strait and will constrain traffic.
Learn AI Tools Or Risk Being Left Behind
- Learn and use AI tools or risk obsolescence.
- André Perold urges people to 'get with it' and use 'vibe coding' so non-coders can generate code by talking to programs.
