The discussion of a mixed Fed and a stagflationary environment suggests uncertainty for the dollar. The BOJ considering a hike could strengthen the yen, putting pressure on the dollar, but the overall picture is unclear.

If we're going to have to take a view for the next three, six months buy something turn off my screens, go to the pool. It would be really gold.

Nicholson is positive on AI momentum but sees a pullback in the US. He prefers the secondary layer of AI and sees value in Asia. This implies a cautious, selective view on the Nasdaq, with a medium-term positive bias but short-term caution.

Nicholson discusses a supply shock from the Strait of Hormuz, but also notes a ceasefire deal is halting Brent's rally. The overall stagflationary view suggests lower growth, which could weigh on demand, but supply constraints are a wildcard. The immediate reaction to the ceasefire is a price drop.

Bejjani discusses the conflict's impact on the region but does not give a direct oil price view. His focus on resilience and recovery suggests a view that the worst may be over, but uncertainty remains, implying a sideways move for oil.

Al Marhoubi states the company is not impacted by the Strait of Hormuz disruptions, suggesting the market is functioning. This implies no strong directional view on oil from this interview.