Trump Extends Ceasefire But Hormuz Stays Closed | Insight with Haslinda Amin 04/22/2026

Watch on YouTube ↗  |  April 22, 2026 at 07:42  |  47:02  |  Bloomberg Markets
Speakers
Hebe Chen — Head of Research, The Block
Norah Mulinda — Bloomberg Market Reporter

Summary

The video covers the extension of the U.S.-Iran ceasefire while the Strait of Hormuz blockade remains, with oil prices holding above $90. Analysts discuss the war premium, stagflation risks, Fed independence under nominee Kevin Warsh, and the impact on commercial real estate. The program also highlights India small-cap outperformance and a security breach of Anthropic's Mythos AI model.

  • President Trump extends the Iran ceasefire but maintains the Hormuz blockade after talks collapse.
  • Oil prices stay above $90, with Brent crude at $98, reflecting a war premium for the supply disruption.
  • Hebe Chen expects oil to remain elevated until a clear and sustainable resolution of the supply bottleneck.
  • Kevin Warsh testifies he will be an independent Fed chair, but markets are skeptical about Fed independence amid war.
  • JLL's Neil Murray says real estate remains a safe haven but faces downstream risks from inflation and interest rates.
  • India small-cap stocks outperform large caps on better earnings growth and returning foreign investor interest.
  • Anthropic's Mythos AI model was accessed by unauthorized users, raising cybersecurity concerns.
  • The French AI startup Mistral emphasizes customization and portability of models for enterprises.
Trade Ideas
Hebe Chen Head of Research, The Block 7:36
Oil stays elevated until supply resolved.
Oil will stay elevated above $90 per barrel for weeks and months because the current price reflects a reasonable war premium for the 30% global oil supply bottleneck at the Strait of Hormuz, and the market will need a very clear, meaningful, and sustainable resolution of the supply disruption before oil retreats below $80.
BNO HIGH
Norah Mulinda Bloomberg Market Reporter 38:10
India small caps outperform large caps.
Indian small-cap stocks are outperforming large caps because earnings growth in India is more concentrated in the small-cap space, large caps face AI-led worries and slow consumption, while small caps benefit from retail investor sentiment and mutual fund flows, and foreign investors are beginning to return after pulling out $18 billion.
India small-caps MED
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This Bloomberg Markets video, published April 22, 2026, features Hebe Chen, Norah Mulinda discussing BNO, India small-caps. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Hebe Chen, Norah Mulinda  · Tickers: BNO, India small-caps