Trump Says Iran Deal Getting Closer; Netflix Drops On Outlook Miss | Bloomberg Brief 4/17/2026

Watch on YouTube ↗  |  April 17, 2026 at 11:08  |  43:24  |  Bloomberg Markets
Speakers
Paul Wallace — Team Leader/Senior Editor, Bloomberg
Mandeep Singh — Senior Analyst, Bloomberg Intelligence
Hank Paulson — Secretary, US Treasury

Summary

The Bloomberg Brief covers market reactions to optimism over a potential Iran peace deal and Netflix's disappointing earnings outlook. Analysts discuss implications for oil prices, the US dollar, and Federal Reserve policy, with Citi economist Veronica Clark forecasting rate cuts starting in September. Economic data, earnings from financials, and AI developments are also in focus.

  • US equity futures rise after S&P 500 and Nasdaq 100 hit record highs.
  • President Trump suggests an Iran peace deal could be imminent, impacting oil prices.
  • Netflix shares fall after weak Q2 forecast and co-founder Reed Hastings' resignation.
  • Citi economist Veronica Clark anticipates Fed rate cuts starting in September.
  • Cross asset strategist Van Ram discusses waning dollar bullishness post-war.
  • Retail sales data for March is awaited, with expectations of increase due to gas prices.
  • Industrial metals hit record high on the London Metal Exchange.
  • AI developments and tech earnings are discussed, including Anthropic and Apple.
Trade Ideas
Ven Ram Markets Live Reporter/Strategist, Bloomberg 12:14
US dollar bullishness is waning.
He argues that the haven rally in the US dollar driven by the Iran war is over, as incremental demand for the dollar is lacking due to expected Federal Reserve rate cuts and stable real interest rates. The dollar bullishness is waning, especially with the Fed inclined to ease policy.
USD MED
Veronica Clark 24:29
Fed to cut rates starting in September.
She expects the Federal Reserve to cut interest rates three times starting in September, based on stable oil prices, cooling core inflation data, and a pattern of weakening labor market data over the summer. This should lead rate markets to price in cuts and support lower yields.
TLT HIGH
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This Bloomberg Markets video, published April 17, 2026, features Ven Ram, Veronica Clark discussing USD, TLT. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ven Ram, Veronica Clark  · Tickers: USD, TLT