Dr. Ariel Cohen

Ariel Cohen, a geopolitical expert from the Atlantic Council, discusses the escalating tensions between the US and Iran following recent missile strikes. He highlights Iran's largely symbolic retaliations and the careful military communication involved. Torsten Slok, Chief Economist at Apollo Global Management, analyzes the consequences for global markets, including plummeting oil prices and rising long-term interest rates driven by geopolitical stress. The conversation dives into the dynamic interplay of military action and economic stability in the region.

Ariel Cohen, a Senior Fellow at the Atlantic Council and an expert on the Middle East, discusses Iran's vowed ‘decisive’ response to recent U.S. strikes. Insights into how geopolitical tensions affect oil prices and market behaviors reveal concerns over a potential Iranian military reaction. Cohen also explores Iran's precarious political landscape and its implications for regional stability. The conversation touches on significant complexities surrounding U.S.-Iran relations and the economic ramifications of escalating conflicts in the Middle East.

Edward Price, NYU Iran expert, on regime-change risks and diplomatic fallout. Dr Ariel Cohen, Atlantic Council analyst, on the shifting character of the Iran conflict and Strait of Hormuz security. Ellen Wald, energy analyst and Transversal Consulting president, on oil market shocks, OPEC+ reactions, and tanker/LNG disruptions. Multiple short takes on market and regional security repercussions.

Dr. Ariel Cohen, a Senior Fellow at the Atlantic Council, delves into the significant meeting between Trump and Zelenskiy, discussing its geopolitical ramifications. The dialogue also covers the latest U.S. PCE data and its potential impact on future Federal Reserve policies. The conversation explores the intersection of economic issues and international relations, especially concerning U.S. support for Ukraine. Additionally, the threats posed by inflation and shifts in investment strategies in the current economic landscape are highlighted.

Catherine Thorbecke, a Bloomberg Opinion Tech Columnist, dives into the implications of Elon Musk potentially acquiring TikTok's U.S. operations and the complex relationship with China. Dr. Ariel Cohen from the Atlantic Council analyzes the recent ceasefire between Israel and Hamas, linking it to global geopolitical dynamics and U.S. political shifts. Ross Mayfield, an Investment Strategist, discusses the recent decline in U.S. retail inflation and its effects on market trends, offering insight into how these factors could influence Federal Reserve policies.