Webcast
Strait Talk
Geopolitical Strategy
Commodity & Energy Strategy
Global Fixed Income Strategy
02 Jun 2026
Please join Chief Strategists, Matt Gertken, Roukaya Ibrahim and Robert Timper for a Strait Talk Webcast.
Tuesday, June 2
11:00 AM EDT | 4:00 PM BST | 5:00 PM CEST
Matt, Roukaya, and Robert will discuss:
- How the US and Iran will continue to negotiate even as they exchange military strikes.
- How a ceasefire through June and July may only partially restart shipping, but could delay inventory drawdowns in oil markets.
- How the outlook for the oil price impacts central bank policy and what this means for global bond yields.
- How gold should respond going forward, after a period of decline despite geopolitical crisis.