What Iran War Ceasefire Means for Stocks, Bonds, Oil | The Pulse 4/8

The US and Iran agreed to a two-week ceasefire and Tehran pledged to reopen the Strait of Hormuz, a last-ditch deal that saw President Donald Trump back off from threats to escalate the war.
Trump announced the agreement on Tuesday night, shortly after mediator Pakistan implored him to rethink his deadline to unleash massive devastation on Iran if it didn’t meet his demands. While it wasn’t clear on Wednesday when the truce takes effect — with reports of ongoing hostilities rife across the Persian Gulf — the accord helped ease fears of a protracted global crisis.

Today's guests:
Myles Bradshaw, JPMorgan Asset Management, Head of Global Aggregate Strategies; Alessia Berardi, Amundi Investment Institute, Emerging Macro Strategy Head; Julien Barnes-Dacey, European Council on Foreign Relations, Middle East and North Africa Programme Director; Rafaèle Tordjman, Jeito Capital, Founder and CEO.

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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 - The Pulse
00:00:23 - Iran, US agree to ceasefire hours before Trump's deadline
00:06:06 - Myles Bradshaw, JPM Asset Management, Head of Global Aggregate Strategies
00:13:20 - Markets take breather from risk of escalating Mideast conflict
00:16:58 - Alessia Berardi, Amundi, Head of EM Macro Research
00:23:14 - Wednesday headlines
00:23:46 - Oil slumps as US, Iran agree to two-week ceasefire
00:27:50 - Shipowners awaiting technical guidance on Hormuz transit: BIMCO
00:31:14 - Julien Barnes-Dacey, European Council on Foreign Relations, Director of MENA Programme
00:38:00 - NY Fed President Williams sees risks to inflation as balanced
00:41:25 - Rafaele Tordjman, Jeito Capital Founder
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