US Strikes Iran as Trump Says Talks 'Proceeding Nicely' | Daybreak Europe 05/26/2026

Watch on YouTube ↗  |  May 26, 2026 at 07:05  |  46:28  |  Bloomberg Markets
Speakers
Ven Ram — Markets Live Reporter/Strategist, Bloomberg
Shriya Samarth — EMEA Head of Rates, StoneX

Summary

The video covers geopolitical tensions after US and Israeli strikes on Iranian vessels in the Strait of Hormuz, boosting oil prices. It features analysis from Ven Ram who warns the S&P 500 is overvalued and anticipates front-end rate hikes that will flatten the yield curve. Other topics include the New Zealand housing slump, the Quad foreign ministers meeting, Russia-Ukraine conflict updates, and Ebola response efforts in Africa.

  • US and Israeli jets strike Iranian vessels in Strait of Hormuz.
  • Oil prices rebound on renewed geopolitical risk.
  • Ven Ram argues S&P 500 is overripe for a correction.
  • Ven Ram expects front-end rates to rise, flattening yield curve.
  • New Zealand housing market faces prolonged downturn.
  • Quad foreign ministers meet in New Delhi to discuss energy and maritime security.
  • Russia advises US to evacuate diplomats from Kyiv amid heavy strikes.
  • Ebola response in Africa struggles with funding and containment.
Trade Ideas
Ven Ram Markets Live Reporter/Strategist, Bloomberg 9:08
S&P 500 frothy, due for correction
U.S. equity markets, particularly the S&P 500, are overripe for a correction because they have run up too much and froth is considerable relative to fair value.
SPY MED
Ven Ram Markets Live Reporter/Strategist, Bloomberg 10:48
Front-end rates to rise, flatten curve
Front-end rates will rise because the Fed has no choice but to raise rates given persistent inflation, which will flatten the yield curve in the coming weeks.
2-Year US Treasury Yield MED
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This Bloomberg Markets video, published May 26, 2026, features Ven Ram discussing SPY, 2-Year US Treasury Yield. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ven Ram  · Tickers: SPY, 2-Year US Treasury Yield