Asks about consensus on timeline for US-Iran war and President Trump's strategy.
Carol Massar
Jennifer Welch
No consensus on timeline; administration gives conflicting signals. Iran choosing new Supreme Leader indicates conflict won't wrap up soon.
Asks about new Supreme Leader and potential back-channel conversations.
Carol Massar
Jennifer Welch
New leader is son of late Supreme Leader, conservative, facing sanctions, and not in rush to talk. Iran views this as a war of resistance.
Asks about crucial aspects of new leadership for regional relations.
Nora Melinda
Jennifer Welch
Selection shows system resilience. Gulf partners face tough choices as air defenses strain; they are frustrated US began conflict despite their lobbying.
Asks about regional consensus on new leader and economic impact on Gulf states.
Carol Massar
Jennifer Welch
New leader aligns with father's fight-using-proxies stance. Gulf states' image as pillars of stability is undermined; multinationals are shifting operations.
Asks which sectors feel brunt of higher energy costs beyond gasoline.
Nora Melinda
Jennifer Welch
Higher oil prices affect everything transported using gasoline/oil, so highly inflationary. Impact depends on conflict duration and oil price level.
Asks about stagflation call given weak jobs report and pre-existing inflationary concerns.
Carol Massar
Jennifer Welch
Central challenge for Fed: look through oil price impact or face dual challenge of higher inflation and lower growth. Next few days will tell on disruption duration.