Iran has acknowledged the 15-point plan from the U.S. to end the war. Even though the response wasn't as constructive as many hoped, Kevin Green believes it offers the first steps to an eventual deal. He explains the impact these headlines have on bond auctions and treasury yields. A potential premium in the chemical and materials industries is also on KG's radar, and it's not just because of volatility in the crude oil trade. He expects those impacts to affect AI chips.