『Bessent Press Conference Reaction, Tracking Hormuz Tankers, Data Center Impact on REITs 8/24/26』のカバーアート

Bessent Press Conference Reaction, Tracking Hormuz Tankers, Data Center Impact on REITs 8/24/26

Bessent Press Conference Reaction, Tracking Hormuz Tankers, Data Center Impact on REITs 8/24/26

無料で聴く

ポッドキャストの詳細を見る

The markets are moving mostly lower on Monday as a drop in key technology stocks overshadows a dip in Treasury yields.

Brian Sullivan and Contessa Brewer are joined by Oliver Wyman’s Dan Tannebaum to discuss how the U.S. could effectively sanction Iran without causing a massive surge in global oil prices.

Kpler’s director of commodity strategy, Matt Smith, also joins the show to go through the latest shipping traffic numbers from the Strait of Hormuz and how much oil is actually leaving the Middle East.

Later, Ji Zhang, Cohen & Steers Global Real Estate Portfolio Manager, explains the impact that AI data center backlash is having on the real estate sector and adds where she is still seeing opportunity for investors.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

adbl_web_anon_alc_button_suppression_t1
まだレビューはありません