BOJ Holds in Shock Split Vote & Merz Says Trump 'Humiliated' By Iran | Daybreak Europe 4/28/2026

Watch on YouTube ↗  |  April 28, 2026 at 07:28  |  45:57  |  Bloomberg Markets
Speakers
Ven Ram — Markets Live Reporter/Strategist, Bloomberg

Summary

The Bank of Japan held rates in a shock 6-3 split vote, raising inflation forecasts, while oil prices climbed toward $110 amid the Iran war. German Chancellor Merz criticized U.S. strategy, and markets awaited major tech and bank earnings. Guest Frédérique Carrier saw opportunity in European inflation-linked bonds, and Ven Ram predicted the Nasdaq 100 could reach 30,000 if a ceasefire holds.

  • BOJ held interest rates in a 6-3 split vote, with three policymakers backing a hike.
  • Oil prices continued to climb, with Brent crude near $110.
  • German Chancellor Friedrich Merz said the U.S. is being 'humiliated' by Iran.
  • The S&P 500 is on track for its best month since 2020.
  • Earnings season continues with major tech and European banks reporting.
  • Frédérique Carrier favored European inflation-linked bonds due to persistent inflation.
  • Ven Ram set a Nasdaq 100 target of 30,000 by year-end if the Iran ceasefire holds.
  • Political uncertainty in the UK weighed on the pound ahead of the Bank of England meeting.
Trade Ideas
Ven Ram Markets Live Reporter/Strategist, Bloomberg 8:07
Nasdaq 100 to 30,000 if ceasefire holds
The Nasdaq 100's fair value is 29,910, implying a 10% upside from current levels. If the cease-fire in Iran holds, the Nasdaq could reach 30,000 by year-end, supported by long-term cash flow discounting and attractive valuations after the earlier tech selloff.
QQQ MED
Frederique Carrier Head of Investment Strategy, RBC Wealth Management 29:32
European inflation-linked bonds are attractive now
European inflation-linked bonds are attractive because inflation pressures from the Iran war and rising energy prices are likely to persist. Markets have already priced in rate hikes, and the inflation surprise over the coming months is likely to be on the upside, making these bonds a good hedge. It may be a bit early to enter, but the opportunity is clear.
European inflation-linked bonds MED
Up Next
2:37
Trump Meets National Security Team as Iran Proposes End to War
Bloomberg Markets · Apr 28
45:26
Trump reviews Iran plan; China blocks Meta-Manus deal | Horizons Middle East & Africa 4/28/2026
Bloomberg Markets · Apr 28
1:35:11
Iran, Rate Calls Loom Over Asia’s Tech‑Led Rally | The Asia Trade 4/28/2026
Bloomberg Markets · Apr 28
4:34
Why Merz Comments Could Further Harm EU-US Relations
Bloomberg Markets · Apr 28
1:32:02
Beijing Blocks Meta‑Manus Deal That’s Already Done | The China Show 4/28/2026
Bloomberg Markets · Apr 28

This Bloomberg Markets video, published April 28, 2026, features Ven Ram, Frederique Carrier discussing QQQ, European inflation-linked bonds. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ven Ram, Frederique Carrier  · Tickers: QQQ, European inflation-linked bonds