Iran Seeks to Bar US, Israeli Ships from Hormuz; OpenAI's Doughnut-Like Device | The Pulse 8/7/2026

Watch on YouTube ↗  |  August 07, 2026 at 10:07  |  48:56  |  Bloomberg Markets
Speakers
Robert Dishner — Neuberger Berman Senior Portfolio Manager for Multi-Sector Fixed Income
Katherine Ogundiya — Barclays Senior Thematic Equity Strategist
Armin Papperger — CEO, Rheinmetall
Ven Ram — Markets Live Reporter/Strategist, Bloomberg
Will Kennedy — EMEA News Director, Bloomberg
Rico Luman — ING Senior Sector Economist, Transport and Logistics

Summary

The episode covers Iran’s push to bar US/Israeli ships from the Strait of Hormuz and its impact on oil and gas prices. Guests discuss fixed‑income positioning (short‑dated Treasuries, long‑end hyperscaler bonds) and thematic equity (AI infrastructure beyond tech names). Rheinmetall’s CEO maintains over 30% growth guidance despite a lost naval contract. The Japanese yen is seen weakening further without faster BOJ rate hikes, while Rhine River low water levels threaten European chemicals and steel.

  • Iran seeks to restrict US and Israeli ships from Hormuz, reported strikes push energy prices higher
  • US jobs report ahead with Fed Chair Warsh silent; markets price a potential rate hike
  • Neuberger Berman favors short‑dated Treasuries and sees value in long‑end hyperscaler bonds
  • Barclays thematic strategist highlights AI infrastructure (cooling, core infra) as the big trade
  • Rheinmetall CEO expects growth still above 30% per year despite losing the F126 naval deal
  • Yen intervention has not worked; the currency is expected to stay weak unless the BOJ hikes rates faster
  • Low Rhine water levels threaten raw material and chemical flows, with limited alternative transport
Ideas
Robert Dishner Neuberger Berman Senior Portfolio Manager for Multi-Sector Fixed Income 8:34
Favor short-dated US Treasuries
Likes being in short-dated US Treasuries because there are concerns on the longer end, including US fiscal issues and Fed-related uncertainties; meanwhile the Fed is expected to stay on hold and data support that view.
SHV MED
Armin Papperger CEO, Rheinmetall 35:49
Rheinmetall growth still above 30% per year
Despite losing the F126 naval contract, Rheinmetall’s broad portfolio will compensate; the company stays on expectations for next year and the years after, with growth still expected to exceed 30% per year.
RNMBF HIGH
Ven Ram Markets Live Reporter/Strategist, Bloomberg 47:05
Yen weakness to persist without rate hikes
Repeated yen interventions have shown little lasting impact; the dollar‑yen quickly retraces its gains. Until the BOJ raises rates sensibly and at a faster pace, the yen is unlikely to turn around its fortunes.
FXY MED
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This Bloomberg Markets video, published August 07, 2026, features Robert Dishner, Armin Papperger, Ven Ram discussing SHV, RNMBF, FXY. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Robert Dishner, Armin Papperger, Ven Ram  · Tickers: SHV, RNMBF, FXY