Iran Tensions, M&A Outlook & Health-Care Cost Crisis

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Oil shockwaves hit global markets as Brent crude surges past $108 after a strike on Iran’s critical South Pars gas field escalates tensions. As the Fed faces a pivotal decision day, all eyes are on Chair Powell for clues on how war-driven volatility could reshape the economic outlook. Meanwhile, major players like Pimco and Sixth Street sound the alarm on growing risks in private credit. Pimco President Christian Stracke joins us live. Plus, Lazard’s Global Head of M&A, Mark McMaster, breaks down dealmaking in a world on edge, and the CEO of HealthEquity weighs in on the deepening health-care affordability crisis. Chapters: 00:00:00 - Open Interest 00:02:22 - Prices Paid to US Producers Rises by More than Forecast 00:06:37 - Oil Advance After Iran Reports Energy Attacks 00:12:07 - Nvidia Boost H200 Manufacturing for China Sales 00:15:12 - High Interest | Takaichi, Howard Marks, Disney 00:16:53 - Disney's New CEO 00:23:26 - Stock to Watch | Macy's 00:24:38 - Alicia Levine BNY | Equities Fall After Iran Gas Field Attack 00:33:41 - Top Calls | CF Industries, Netflix, Block 00:35:51 - Christian Stracke PIMCO | Wake-Up Call in Private Credit 00:46:09 - Breaking News 00:49:11 - David Mericle Goldman Sachs | Stocks Fall as Oil Spikes Add to Inflation Jitters 00:59:56 - Mark McMaster Lazard | 2026 M&A Outlook 01:07:05 - Scott Cutler HealthEquity | America's Healthcare Cost Crisis 01:17:20 - Martha Gimbel The Budget Lab at Yale | The "Hallmark Movie Theory" 01:24:36 - Tightening in Private Credit will Trickle into Economy -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts