Trump Holds Off on New Iran Strikes After Gulf Appeal | Horizons Middle East & Africa 5/19/2026

Watch on YouTube ↗  |  May 19, 2026 at 07:44  |  46:12  |  Bloomberg Markets
Speakers
Dirk Willer — Citi Global Head of Macro Strategy and Asset Allocation
Ozan Ozkural — Founder & Managing Partner, Tanto Capital Partners
Jensen Huang — CEO, NVIDIA

Summary

President Trump says he called off a planned strike on Iran after Gulf allies appealed for more time to pursue diplomacy. Markets responded with falling oil prices and rising bond yields amid persistent inflation concerns. NVIDIA CEO Jensen Huang expects China to eventually allow US AI chip imports. Israel's economy contracted more than expected in Q1 due to regional conflicts.

  • President Trump holds off on new Iran strikes after appeals from Gulf allies.
  • Brent crude oil falls about 2% following Trump's announcement.
  • US 10-year Treasury yield remains elevated near 4.6%, with JGB yields at multi-decade highs.
  • NVIDIA CEO Jensen Huang says China could reopen its market to US AI chips.
  • Israel's economy contracted more than expected in Q1 due to war disruptions.
  • Ozan Ozkural suggests playing AI through energy markets rather than tech equities.
  • Dirk Willer expects US Treasury yields to break higher and the curve to steepen.
  • A US missionary tests positive for Ebola in the DRC, raising global health concerns.
Trade Ideas
Dirk Willer Citi Global Head of Macro Strategy and Asset Allocation 36:13
Treasury yields likely to break higher.
US Treasury yields are at critical levels and could break higher, with potential for further curve steepening, as the Fed faces uncertainty on inflation and the market doubts the Fed's ability to react hawkishly, while the economic data and geopolitical risks support higher yields.
US 2-Year/10-Year Treasury Yield Curve MED
Dirk Willer Citi Global Head of Macro Strategy and Asset Allocation 36:13
Treasury yields likely to break higher.
US Treasury yields are at critical levels and could break higher, with potential for further curve steepening, as the Fed faces uncertainty on inflation and the market doubts the Fed's ability to react hawkishly, while the economic data and geopolitical risks support higher yields.
IEF MED
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This Bloomberg Markets video, published May 19, 2026, features Dirk Willer discussing US 2-Year/10-Year Treasury Yield Curve, IEF. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Dirk Willer  · Tickers: US 2-Year/10-Year Treasury Yield Curve, IEF