Joumanna Bercetche, a Bloomberg News correspondent, provides urgent updates from Dubai on the escalating Israel-Hezbollah conflict after a devastating incident in Lebanon. Max Layton, Citi's Global Head of Commodities Research, analyzes the surging prices of precious metals as gold reaches near-record highs. Meanwhile, Mike Shepard delves into Intel's challenges, including a significant government grant aimed at boosting semiconductor production while navigating political tensions surrounding a potential acquisition in the steel industry.

Guests include Carl Riccadonna, BNP Paribas Chief US Economist, Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, Greg Valliere, AGF Chief US Policy Strategist, and Max Layton, Citi Global Head of Commodities Research. Topics covered include peak restrictions, the role of bonds in investor portfolios, potential surprises from the Democrats, and the need for OPEC+ to maintain cuts for market balance.