Iran Deal Hopes Lift Stocks | The Asia Trade 4/14/2026

Watch on YouTube ↗  |  April 14, 2026 at 04:13  |  1:35:38  |  Bloomberg Markets
Speakers
David Savage — Editor, The Block
Mark Cudmore — Executive Editor, Bloomberg Live / Macro Strategist
Georges Elhedery — CEO, HSBC
Richard Oldfield — Chairman, Oldfield Partners

Summary

The video covers renewed optimism for a U.S.-Iran peace deal lifting global stocks and lowering oil prices, with analysis on geopolitical negotiations, corporate earnings from Goldman Sachs, and central bank policies in Japan and Singapore. Interviews with CEOs from HSBC, Legal & General, and Schroders discuss trade disruptions, investment strategies, and market risks amid the Middle East conflict.

  • Iran deal hopes boost equity markets and pressure oil prices.
  • U.S. and Iran consider further negotiations amid a naval blockade of the Strait of Hormuz.
  • Goldman Sachs reports record equities trading but weak fixed income revenue.
  • BOJ Governor's comments reduce expectations for an April rate hike.
  • Singapore's central bank tightens policy to address inflation from energy shocks.
  • HSBC CEO highlights trade disruptions and growth in intraregional Asian trade.
  • Schroders CEO notes recovery in Hong Kong real estate and caution in private credit.
  • Australia's foreign policy focuses on diversifying alliances due to Middle East tensions.
Trade Ideas
David Savage Editor, The Block 11:35
Tech sector insulated from Iran war risks.
Tech earnings are likely to be more insulated from the geopolitical risks of the Iran war, and tech has started to outperform in both Asia and the U.S., suggesting continued strength in the tech sector.
XLK MED
David Savage Editor, The Block 13:02
U.S. dollar positive due to insulation and haven bid.
The U.S. dollar is set for a positive environment because the U.S. economy is more insulated from the Iran war impacts compared to Asia and Europe, and there could be a haven bid if tensions escalate further, outweighing domestic inflation and growth challenges.
UUP HIGH
Mark Cudmore Executive Editor, Bloomberg Live / Macro Strategist 53:47
Long-term bond yields to rise.
The yield curve is likely to steepen globally as front-end yields may come down due to growth concerns from the war while long-end yields rise due to fiscal pressures, presenting a dynamic worth monitoring.
TLT HIGH
Georges Elhedery CEO, HSBC 62:11
Intraregional Asia trade boosts India, Vietnam, Indonesia.
Intraregional trade in Asia is growing exponentially and will add 1.8% to the region's GDP on top of natural growth, benefiting countries like India, Vietnam, and Indonesia due to supply chain diversification and manufacturing shifts from trends like China plus one.
VNM INDA EIDO HIGH
Richard Oldfield Chairman, Oldfield Partners 81:26
Hong Kong real estate recovery underway.
Hong Kong real estate is showing signs of recovery with new assets looking appealing, and the situation is better than last year, indicating a positive trend.
EWH MED
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This Bloomberg Markets video, published April 14, 2026, features David Savage, Mark Cudmore, Georges Elhedery, Richard Oldfield discussing XLK, UUP, TLT, VNM, INDA, EIDO, EWH. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: David Savage, Mark Cudmore, Georges Elhedery, Richard Oldfield  · Tickers: XLK, UUP, TLT, VNM, INDA, EIDO, EWH