Bessent Press Conference Reaction, Tracking Hormuz Tankers, Data Center Impact on REITs 8/24/26
About this episode
The markets are moving mostly lower on Monday as a drop in key technology stocks overshadows a dip in Treasury yields.
Brian Sullivan and Contessa Brewer are joined by Oliver Wyman’s Dan Tannebaum to discuss how the U.S. could effectively sanction Iran without causing a massive surge in global oil prices.
Kpler’s director of commodity strategy, Matt Smith, also joins the show to go through the latest shipping traffic numbers from the Strait of Hormuz and how much oil is actually leaving the Middle East.
Later, Ji Zhang, Cohen & Steers Global Real Estate Portfolio Manager, explains the impact that AI data center backlash is having on the real estate sector and adds where she is still seeing opportunity for investors.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get every episode summarized
Each time Power Lunch publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Power Lunch
September Rate Hike Odds, Middle East Oil Disruptions, AI Researcher Resignation...
Power Lunch
Thoma Bravo Founder, Treasury Bond Auction, Terawulf Exclusive 9/10/26
Power Lunch
Apple’s Foldable iPhone, Brent Tops $100, AT&T CEO Interview 9/9/26
Power Lunch
State of the Markets, Diesel Prices at Record Highs, Regional Bank Merger 9/8/26
Power Lunch