Bloomberg Podcasts · Stocks Shrug Off Iran War, Australia Budget Preview | Bloomberg Daybreak: Asia Edition

1. 1. Manulife's Colin Pertie expresses strong confidence in the long-term AI investment trade.
2. 2. The Middle East conflict and supply constraints pose risks to headline inflation and bond yields.
3. 3. The Fed likely remains on hold, postponing rate cuts amid Middle East tensions.
4. 4. Software-as-a-service and healthcare offer underappreciated value, despite current market noise surrounding AI.
5. 5. Australia's upcoming budget reforms for property are unlikely to significantly impact housing prices.