Trump Spurns Iran's Latest Offer; Former Disney CEO Bob Chapek
Why now
Thesis: Strait of Hormuz risk drives oil and bonds
Catalyst to watch: Iran diplomacy or military escalation
Main risk: Diplomatic breakthrough could reverse move
Why it matters
Rejecting Iran's Hormuz proposal keeps oil supply risk and bond selling alive.
Details
The selloff in the US bond market deepened on Monday after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz, dampening hopes of a diplomatic breakthrough to end the war. We get reaction from Bloomberg's Ira Jersey. Iranian officials have privately expressed pessi
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- youtube · 2026-09-28 20:33 UTC