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Bloomberg News Now

Latest on US and Iran Ceasefire Talks, Wall Street Testing Mythos, More

10 Apr 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

0.672 - 5.121 Stephen Carroll

Hello, I'm Stephen Carroll. I'm in Brussels, where many of Europe's biggest decisions get made.

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5.622 - 10.011 Caroline Hepke

And I'm Caroline Hepke in London. We're the hosts of the Bloomberg Daybreak Europe podcast.

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10.391 - 15.001 Stephen Carroll

We're up early every weekday, keeping an eye on what's happening across Europe and around the world.

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15.422 - 21.634 Caroline Hepke

We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.

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21.698 - 27.166 Stephen Carroll

From Brussels, I'm following the politics, policy and the people shaping the European Union right now.

27.206 - 32.633 Caroline Hepke

And from London, I'm looking at what all that means for markets, money and the wider economy.

33.154 - 37.48 Stephen Carroll

We've got reporters across Europe and around the globe feeding in as stories break.

37.941 - 42.587 Caroline Hepke

So whether it's geopolitics, energy, tech or markets, you're hearing it while it happens.

43.028 - 45.03 Stephen Carroll

It's smart, calm and to the point.

Chapter 2: What are the latest updates on US and Iran ceasefire talks?

298.692 - 314.241 Dan Schwartzman

The report goes on to say that Trump has been heard vowing mass pardons. To date, Trump has pardoned around 1,600 people just in this term. Several Asian countries, including India and the Philippines, are pushing the U.S. Treasury Department to renew a sanctions waiver allowing them to purchase Russian crude.

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Chapter 3: How is shipping through the Strait of Hormuz affected by the ceasefire?

314.602 - 333.858 Dan Schwartzman

The current waiver is set to expire on April 11th. The waivers have prompted criticism from European allies who want to limit financial benefits to Russian President Vladimir Putin in a bid to end the war in Ukraine. The consumer price index rose 0.9 percent from February, the most in nearly four years, in large part due to the sharp increase in gas prices tied to the conflict in the Middle East.

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334.238 - 348.822 Dan Schwartzman

Bond traders held on to wagers that the Fed will lower interest rates once this year on the data showing inflation quickened in March. Interest rate swaps show traders pricing in a roughly one in four chance of a quarter point rate cut this year, slightly lower than before the data. Meanwhile, U.S.

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348.862 - 369.572 Dan Schwartzman

consumer sentiment fell to a record low due to increasing worries about mounting inflation caused by the Iran war. Consumers expect prices to rise at an annual rate of 4.8% over the next year and see costs rising at an annual rate of 3.4% over the next 5 to 10 years. The preliminary April sentiment index slumped to 47.6 from 53.3 in March.

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369.872 - 381.39 Dan Schwartzman

That's according to the University of Michigan data out Friday. That was below all but one estimate in a Bloomberg survey of economists. Joan Hsu, the director of Michigan's Consumer Surveys, says there are some positives, though, to look at.

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381.57 - 396.293 Joan Hsu

There is a glimmer of hope here. Most of the deterioration in sentiment was concentrated in the short run with year ahead business conditions, year ahead personal finances, year ahead inflation expectations. And the outlook for the long run is not nearly as sour.

396.273 - 414.239 Dan Schwartzman

The University of Michigan's Joan Hsu speaking to Bloomberg. The current conditions gauge slid to a record low of 50.1 in April, while the expectations index declined to the weakest since 1980. Consumers' perceptions of their current financial situation matched the worst since 2009. We check markets all day long here on Bloomberg.

414.299 - 433.174 Dan Schwartzman

Markets ending the session mixed as the Dow dropped over a half percent. The S&P 500 lost a tenth of a percent, while the Nasdaq gained over a third of one percent. The 10-year Treasury yield is at 4.320 percent. The two-year yield is at 3.803 percent. Artemis 2 expected a splashdown in the Pacific Ocean at around 8.10 p.m.

433.214 - 448.132 Dan Schwartzman

ET after the four astronauts aboard NASA's lunar mission journeyed farther beyond their home planet than any humans before them. The reentry process will subject the Orion capsule to a firestorm reaching 5,000 degrees, with the astronauts being kept cool in pressurized flight suits.

448.493 - 467.269 Dan Schwartzman

Defending champion Rory McIlroy holding on to a one-stroke lead in round two of the Masters at Augusta, Georgia at 7-under. Patrick Reed in second at 6-under. Justin Rose, Christopher Rayton, and Jason Day all in third place at five under. That's news when you want it with Bloomberg News Now. I'm Dan Schwartzman and this is Bloomberg.

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