Joumanna Bercetche

Bob Michele, JPMorgan fixed‑income chief, on bond reactions and energy-driven real yields. Seema Shah, Principal Asset Management strategist, on investor positioning and regional exposure. Anna Wong, Bloomberg chief US economist, on oil-shock modeling and inflation paths. Joumanna Bercetche, reporting from Dubai, on Middle East mediation and supply-route control. They discuss markets, oil shocks, and geopolitical risks in short, sharp takes.

Alexis Christoforous, market headlines pro; Tricia Scarlata, college-savings expert; Julian Lee, oil and shipping strategist; Joumanna Bercetche, Middle East correspondent. They discuss strikes hitting Dubai airport and Gulf ports, Iran’s targeting of shipping routes, calls for multinational protection of the Strait of Hormuz and allies’ reluctance, plus knock-on risks to oil flows and petrochemical feedstocks.

Joumanna Bercetche, Bloomberg's Middle East correspondent, and Galit Altstein, a reporter on Israeli politics, delve into the intricate dynamics of the Israel-Hamas ceasefire. They explore the intense international pressure that catalyzed the talks, including economic strains on Israel and regional military shifts. Bercetche shares insights on the human toll in Gaza while Altstein discusses the political ramifications of the ceasefire on Israel's government. They also consider Hamas's future role in Gaza's administration and the essential needs for its residents post-conflict.