Trump Hopeful of Iran Peace Deal & New Crisis for UK PM Starmer | The Pulse 04/17/2026

Watch on YouTube ↗  |  April 17, 2026 at 11:53  |  48:17  |  Bloomberg Markets
Speakers
Vasiliki Pachatouridi — Journalist, Capital.gr
Mandeep Singh — Senior Analyst, Bloomberg Intelligence
Libby Cantrill — Head of Public Policy, PIMCO

Summary

The video covers geopolitical developments in the Middle East, including potential U.S.-Iran peace deals, and their implications for markets. It features fixed income investment strategies from BlackRock, analysis on China's economy from Natixis, and insights on U.S. politics from PIMCO. Additionally, it discusses AI cybersecurity risks and challenges for Netflix.

  • President Trump is optimistic about a ceasefire with Iran, but officials suggest a six-month timeline.
  • Vasiliki Pachatouridi recommends cash, European investment grade credit, and floating rate instruments.
  • She advises avoiding GILTS due to volatility and suggests linkers for inflation hedging.
  • Alicia García-Herrero states China is a relative winner from the conflict but competes with Europe.
  • Libby Cantrill links gas prices to U.S. political fortunes and discusses Fed policy.
  • Mandeep Singh highlights AI cybersecurity risks and Netflix's lack of AI strategy.
  • The UK political situation with Keir Starmer is mentioned as a risk factor.
  • Kering's CEO discusses luxury market strategy in the Middle East.
Trade Ideas
Vasiliki Pachatouridi Journalist, Capital.gr 8:59
Use cash to avoid duration risk.
Volatility in short-term rates, especially in Europe and the UK, weakens the hedging properties of these rates, so investors should pay attention to cash as a way to sidestep duration risk and for capital preservation and liquidity.
CASH MED
Vasiliki Pachatouridi Journalist, Capital.gr 9:40
Favor European investment grade credit.
Credit has performed really well, and flows are showing rerisking into fixed income, particularly credit; specifically, European investment grade credit is favored due to its performance and stability.
IGOV HIGH
Vasiliki Pachatouridi Journalist, Capital.gr 9:48
Consider linkers for inflation hedging.
Inflation expectations have not fed through to the market, particularly on the longer-term horizon, so inflation-linked bonds (linkers) could be a good diversifier and hedge against inflation.
TIP MED
Vasiliki Pachatouridi Journalist, Capital.gr 10:46
Avoid GILTS due to volatility.
GILTS are in a tough spot due to heightened volatility and repricing of BOE rate cut expectations; two-year GILTS have had the toughest period since 2022, making them unattractive.
UKGILT HIGH
Vasiliki Pachatouridi Journalist, Capital.gr 11:14
Like European fixed income.
European fixed income is liked, especially in the current environment where monetary policy steps are important, and it offers investable ways to participate in the market with a focus on stability.
BNDX MED
Vasiliki Pachatouridi Journalist, Capital.gr 11:23
Prefer floating rate instruments.
Due to the ECB repricing expectations, floating rate instruments are a good place to invest because they have very good protections embedded into the asset class.
FLOT MED
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This Bloomberg Markets video, published April 17, 2026, features Vasiliki Pachatouridi discussing CASH, IGOV, TIP, UKGILT, BNDX, FLOT. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Vasiliki Pachatouridi  · Tickers: CASH, IGOV, TIP, UKGILT, BNDX, FLOT