US equity futures waver ahead of PPI data, Oracle earnings and a rate decision from the European Central Bank. Brent crude reaches $102 a barrel as Iran is said to be ready to intensify its counterattacks if the US continues its strikes. President Trump pledges a $5,000 payout to voters if the Republican party wins the midterm elections. The president is set to speak again at the Republican National Convention in Dallas today. Jack Caffrey of JPMorgan Asset Management joins “Bloomberg Brief” to recap this earnings season.

This video has been edited to correct a graphic to note that ECB President Christine Lagarde is scheduled to speak. Lagarde’s name was misspelled at 00;41;26;29

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:18 – Top Stories & Headlines
00:00:49 – Global Markets Check: Asian Markets, Oil and the Japanese Yen
00:02:06 – ECB Rate Decision and European Inflation
00:03:57 – First Look Movers: American Eagle, Cooper & AeroVironment
00:05:08 – Trump Proposes $5,000 “Dividend” for Republican Win
00:07:52 – Trump, Iran and the Risk of Further Escalation
00:11:10 – Oil Prices, Tanker Costs and Energy Supply Stress
00:14:17 – Trending on the Terminal
00:15:46 – Nvidia-Groq Deal Faces DOJ Scrutiny, TSMC Demand and Oracle Earnings Preview
00:20:12 – Front Page News
00:21:32 – Markets: Treasury Yields, Oil and Futures
00:23:08 – First Look Movers
00:24:27 – Jack Caffrey, JPMorgan Asset Management Equity Portfolio Manager, on Earnings, the AI Boom, & Higher Rates and Pressure on the US Consumer
00:33:12 – Trending on the Terminal
00:34:31 – Trump’s $5,000 Midterm Offer and Republican Strategy, Oil Inflation and the Impact on Voters
00:39:03 – ECB Preview: Rates, Inflation and Energy Prices
00:42:35 – What to Watch
——–
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Oil surges above $108 a barrel after an attack shuts Saudi Arabia’s East-West pipeline, a key route that bypasses the Strait of Hormuz and threatens to deepen the global energy crisis. A planned Oman-Iran meeting on Hormuz is postponed as Saudi Arabia submits amendments to Oman’s proposal, while Houthi advances raise fresh risks for shipping through the Bab el-Mandeb Strait. The US energy deputy secretary discusses Venezuela’s oil potential and efforts to limit the impact of higher prices.
Asian stocks fall on concerns over an AI slowdown, with SoftBank shares sliding after AI leaders raise caution about development and spending. OpenAI’s Sam Altman says the company will prioritize safety and does not expect an IPO in 2026, while AI figures including Altman and Elon Musk weigh concerns over the pace of AI development.
Markets also face a major week for central banks, with Kevin Warsh under pressure to consider a 25-basis-point rate hike. US core CPI comes in above forecasts, adding to pressure on policymakers. Trump and Warsh remain on a collision course over interest rates, while Trump says he is not worried about Xi calling off their summit and announces plans to eliminate tariffs on Irish whiskey.
The UAE economy shows resilience despite the war, although economists expect GDP growth to slow to 1.7% this year before a sharp recovery next year. Meanwhile, Dangote’s fortune could rise by $23 billion through a refinery IPO expected to raise $1.6 billion and value the business at almost $50 billion. Guests includes Hasan Alhasan, IISS Middle East Policy Senior Fellow and Anita Krishna Gupta, Wealthbrix Capital Partners CIO.

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
00:04:33 – Saudi Shuts Oil Pipeline Bypassing Hormuz
00:08:02 – Hasan Alhasan, IISS Middle East Policy Senior Fellow
00:15:24 – Anita Krishna Gupta, Wealthbrix Capital Partners CIO
00:27:11 – AI Bosses Back Slower AI Development
00:32:50 – UAE Economy Shows Resilience Amid War
00:36:36 – James Danly, US Energy Deputy Secretary
00:39:23 – Dangote’s Fortune Set to Jump $23B on Refinery IPO
00:42:24 – Major Central Banks to Deliver Rate Decisions This Wee
——–
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Get a jump start on the US trading day with Dani Burger and Isabelle Lee on “Bloomberg Open Interest.” Dani Burger is at Carlyle’s Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi. Plus, the Fed under pressure, questions over an AI slowdown and Scott Bessent in the Capitol Hill spotlight on inflation, energy and AI.

Chapters:
00:00:00 – Open Interest
00:02:11 – Harvey Schwartz CEO Carlyle | Fed Outlook, Rates, Inflation & Why Zero Rates Aren’t Coming Back
00:02:45 – Jason Thomas | Fed Under Pressure, Rising Yields & Why Another Rate Hike May Follow
00:06:30 – Jason Thomas | AI Capex Boom, Data Center Risks & Why Markets May Be Underpricing Risk
00:15:04 – High Interest | Altera IPO Filing, AI Existential Threat Warning & Bessent’s Debt Strategy
00:16:01 – Fed Dot Plot, Scott Bessent Testimony & Why Real Rates Matter
00:19:30 – Nimrit Kang Northstar Asset Management | AI Slowdown Risks, Market Leadership & Portfolio Positioning
00:29:40 – Harvey Schwartz CEO Carlyle | Private Credit Risks, Rising Rates & Carlyle’s Outlook
00:30:10 – Alex Chi Carlyle Deputy CIO | Private Credit, Maturity Wall, Defaults & Direct Lending Opportunities
00:38:29 – John Redett Carlyle Co-President and Head of Global Private Equity | Carlyle’s Fundraising Boom, AI Investment Trends & Private Equity Outlook
00:42:21 – John Redett Carlyle Co-President and Head of Global Private Equity | AI Infrastructure, Data Centers & Why the AI Investment Cycle Continues
00:46:40 – Scott Bessent Testimony Begins | IMF, World Bank, Growth Agenda & U.S. Economic Strategy
——–
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Mark Cudmore and Anna Edwards break down today’s key themes for analysts and investors on “Bloomberg Markets Europe.” For up to the minute market intelligence and insight, click MLIV ＜GO＞.
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President Donald Trump’s opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters’ misgivings about the technology heading into the midterm elections.

Britain’s employers shed workers at the fastest rate in nine months, according to figures that emphasized the weak state of the jobs market ahead of the Bank of England’s latest interest rates decision on Thursday.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:00:28 – Market Check
00:03:57 – US 10-Year Yield Highest Since 2007
00:06:27 – Oil Price Gains on Saudi Pipeline
00:08:21 – Chip Stock Selloff
00:15:21 – Bond Makret
00:27:12 – Energy Prices
00:27:30 – Brent Crude Price
00:36:55 – China Economy Momentum Stays Weak
00:47:12 – Stocks to Watch: Defense, Luxury, Banks
01:04:33 – London Fashion Week
01:08:58 – UK Jobss
01:23:27 – Need More AI Regulation: Canada’s Mark Carney
01:28:15 – Novo to Disclose ‘Next Chapter’ Soon
01:32:52 – UK Inflation
——–
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