Oil markets focus on the recovery of shipping through the Strait of Hormuz as flows begin to improve and concerns over supply disruptions ease. Goldman Sachs estimates Gulf oil exports remain below pre-war levels, while total flows recover toward 15 to 16 million barrels a day. The US says sea mines have been cleared from Hormuz.
Qatar and Iran discuss the possibility of restarting talks with the US, while Trump rejects returning to the June Iran deal. Rising Hormuz flows are helping reduce fears of a prolonged oil supply squeeze.
Venezuela considers leaving OPEC after nearly six decades of membership as the US weighs opportunities in the country’s oil sector. An exit could have wider implications for OPEC and the global politics of oil.
Markets turn to Jackson Hole, where Fed Chair Warsh is set to deliver his first major speech at the gathering. Fed officials remain divided over the path for interest rates, with Goolsbee calling for evidence that inflation is persistent and Schmid saying higher rates could be appropriate. Investors also assess whether the US midterm elections could influence Fed policy.
Gold has gained sharply this month as investors reassess the rate outlook, while demand for additional gold stockpiles grows in Singapore and Hong Kong. Japan’s two-year bond auction sees its weakest demand measure since 2016, adding to concerns in Asian fixed-income markets.
US-Canada trade tensions remain in focus, with Greer suggesting the US may need to consider restrictions on Canadian goods. Trump also criticizes Canada over trade relations and changes the name of a major lake.
In sports, LIV Golf faces questions over its future as the Saudi-backed circuit confronts funding challenges and uncertainty over its place in professional golf.
Nepal’s flood disaster worsens, with the death toll reaching 469 and more than 1,200 people still missing. Reconstruction could cost billions of dollars as the country assesses the damage.
In Zambia, police build a treason case against an opposition leader arrested shortly after the August 13 election, while inflation falls to an eight-year low. Guests includes Selina Ling, OCBC Chief Economist and Guy Wolf, Marex Global Head of Market Analytics.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:06:10 – Gulf Oil Exports at Two-Thirds of Pre-War Levels
00:13:26 – Warsh to Make First Jackson Hole Speech as Fed Chair
00:15:15 – Selina Ling, OCBC Chief Economist
00:20:37 – LIV Golf’s Uncertain Future
00:27:24 – Guy Wolf, Marex Global Head of Market Analytics
00:31:33 – Jeffrey Schmid, Kansas City Fed President
00:37:14 – Swarnim Wagle, Nepal Finance Minister
00:38:44 – Binod Chaudhary, Chaudhary Group Chairman & President
00:42:30 – Election Dispute in Zambia
——–
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Treasury vs. Bond Market, Nvidia and Canada Trade War
05:11 Treasury Can’t Override Bond Market Forces — George Goncalves, MUFG
17:59 Iran Can’t Be Economically Strangled Without China — Lt. Gen. Karen Gibson (Ret.), Academy Securities
35:12 Canada Is Showing Trump It Won’t Back Down — Kate Kalutkiewicz, Former Trump White House Trade Official
42:24 Treasury Move Is Another Way to a Weaker Dollar — Kit Juckes, Société Générale
54:55 5% Treasury Yield Could Trigger Stock Reckoning — Lisa Shalett, Morgan Stanley
1:07:55 Canada Fight Helps Trump Rally MAGA Voters — Henrietta Treyz, Veda Partners
1:17:00 AI Boom Hasn’t Even Reached Sovereign Buildout — Ted Mortonson, Baird
1:28:37 Treasury Needs Issuance Cuts to Really Move Yields — Meghan Swiber, BofA Securities
1:40:43 Bond Vigilantes Are Back for First Time in Decades — Dan Suzuki, iCapital
1:49:36 United Sees No Cracks in Travel Demand — Scott Kirby, United Airlines
2:06:57 Fed Could Still Hike Three Times This Year — Robert Sockin, PGIM
2:15:58 Everyone Is Afraid to Say the Economy Is Fine — Dan Greenhaus, Solus Alternative Asset Management
——–
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Gene Munster, Deepwater Asset Management managing partner, says what’s been happening with Nvidia is “breathtaking.” He expects revenue to grow by 90% for the calendar year 2027. He speaks on “Bloomberg Surveillance.”
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are BMO US President Aron Levine, Morgan Stanley Investment Management Senior Portfolio Manager Andrew Slimmon, Cisco President & Chief Product Officer Jeetu Patel, SentinelOne Co-Founder Tomer Weingarten, Oliver Wyman CEO Ted Moynihan, Interactive Brokers Chief Strategist Steve Sosnick, The Conference Board Chief Economist Dana Peterson, Former SEC Chair Mike Piwowar, and IMF Managing Director Kristalina Georgieva.
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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Senator Peter Welch (D) Vermont talks about the Congressional Budget Office projecting President Trump’s tariffs will cut the budget gap by $2.8 trillion. Retired General Ben Hodges, former Commanding General for US Army Europe, shares his thoughts on President Trump speaking with Russian President Vladimir Putin. Senator Roger Marshall (R) Kansas talks about the meeting he had in the White House with President Trump and other members of the Senate Finance Committee where they spoke about the tax bill.

Chapters:
00:00:00 – Balance of Power: Late Edition Begins
00:01:12 – Bloomberg’s Erik Wasson Talks Pres. Trump Meeting With GOP Senators on Tax Bill, CBO Tariff Projections
00:03:53 – Bloomberg’s Kailey Leinz and Joe Mathieu Interview Sen. Bill Hagerty on His Views on Tax Bill
00:05:59 – Senator Peter Welch (D) Vermont on CBO Projects Tariff Will Cut Budget Gap by $2.8T, Debt Ceiling
00:15:23 – Bloomberg’s Natalia Droziak on Impact of US Said to Deny Air Defenses to Europe in Postwar Ukraine
00:16:59 – Gen. Ben Hodges (Ret.), Fmr. Commanding Gen. for US Army Europe, on Pres. Trump & Pres. Putin Talk, Russian Sanctions
00:24:57 – Bloomberg’s Akayla Gardner on Trump Officials Targeting Columbia Accreditation
00:27:14 – Political Panel on What Changes Could Be Made to Tax Bill From White House Meeting, Elon Musk Comments on Bill
00:34:19 – Top News Stories: Emergency Abortion Guidance Revoked, Canadian Wildfires Worsen Air Quality
00:36:56 – Bloomberg’s Kailey Leinz and Joe Mathieu Speak With Sen. Warren (D) MA on Wells Fargo & Bad Behavior
00:41:56 – Political Panel on Eliminating the Debt Ceiling, CBO Projects Tariffs to Cut Budget Gap by $2.8T
00:48:08 – Sen. Roger Marshall (R) Kansas on White House Meeting, US Deficit, SALT, Medicare Cuts, Tax Bill Changes
——–
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