Ship Attacks Reignite US-Iran War Risks | Insight with Haslinda Amin 05/05/2026

Watch on YouTube ↗  |  May 05, 2026 at 06:11  |  46:54  |  Bloomberg Markets
Speakers
Marcella Chow — Head of Content, CoinDesk
John Zito — Head of Global Communications, eToro

Summary

This episode covers renewed US-Iran hostilities in the Gulf, which have jolted a four-week-old ceasefire and pushed oil prices higher. Bond yields and the dollar rose on the tensions, while JPMorgan's Marcella Chow discussed preferring short-duration bonds and seeing upside in gold. The program also analyzed Prime Minister Modi's BJP winning key Indian state elections, strengthening his political position, though Indian markets remain sensitive to oil price spikes.

  • US-Iran ceasefire tested after exchange of fire in the Strait of Hormuz.
  • Bond yields and the dollar rose on escalating tensions, with Brent crude near $114.
  • JPMorgan's Marcella Chow prefers short-duration fixed income due to fiscal and inflation worries.
  • Chow sees structural support for gold and potential upside.
  • Apollo's John Zito highlighted private credit and asset-heavy investing as key themes.
  • Indian Prime Minister Modi's BJP won crucial state elections, ousting opposition in West Bengal and Tamil Nadu.
  • Indian markets are under pressure from rising oil prices despite the election boost.
  • Analysts note Indian equity valuations are becoming more reasonable but need a resolution to the Middle East crisis.
Trade Ideas
Marcella Chow Head of Content, CoinDesk 9:30
Prefer short-duration bonds for now.
Due to fiscal deficit and inflation concerns, the bond market is under pressure, especially on the long end. Therefore, investors should prefer short-duration bonds to mitigate duration risk while still earning yield.
Short-duration US Treasuries HIGH
Marcella Chow Head of Content, CoinDesk 11:14
Gold has upside on structural factors.
Gold prices are supported by structural factors such as central bank buying and safe-haven demand, and despite near-term volatility, we may see upside going forward.
GOLD MED
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This Bloomberg Markets video, published May 05, 2026, features Marcella Chow discussing Short-duration US Treasuries, GOLD. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Marcella Chow  · Tickers: Short-duration US Treasuries, GOLD