On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the NATO Summit in Ankara. On today’s show, Atlantic Council Nonresident Senior Fellow Melinda Haring, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Gulf Oil Chief Energy Advisor Tom Kloza.

Chapters
00;00;00;00 Balance of Power: Early Edition 
00;01;54;00 Market Check: Oil Surge, Chip Selloff & Manhattan Building Alert
00;06;12;00 Annmarie Hordern: NATO Deals, Europe & the F-35 Debate
00;09;33;00 Ukraine’s Air Defense Needs and Patriot Missiles
00;09;40;00 Atlantic Council: Can Ukraine Win?
00;13;10;00 Russia’s Military, Economy & Sanctions
00;17;02;00 Is Ukraine Becoming the New ‘Sparta’?
00;19;03;00 Market Update: AI Selloff, Oil & Defense Stocks
00;21;26;00 Maine Senate Race in Turmoil After Allegations Against Graham Plattner
00;23;46;00 Political Panel: Democratic Fallout & Susan Collins’ Race
00;32;37;00 Market Update: Stocks, Oil & Defense Shares
00;35;03;00 Strait of Hormuz Attacks & Rising Oil Prices
00;36;38;00 Tyler Kendall: Iran, Shipping Lanes & NATO Frustrations
00;40;06;00 Tom Kloza: Diesel, Refiners & the Real Energy Story
00;46;23;00 Who Wins and Loses from Higher Fuel Prices?
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Record-breaking heat waves are even shocking scientists, who have long braced for climate change. Olivia Rudgard explains why.
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Global markets are once again focused on the Middle East as tensions in the Strait of Hormuz intensify. The US has revoked Iran’s oil waiver, moved to block Iranian oil sales, and carried out strikes on Iranian air defense systems, while Iran reportedly launched drone attacks targeting Bahrain. The renewed escalation has triggered the largest wave of attacks in the Strait of Hormuz since the US-Iran peace agreement, disrupting tanker traffic and increasing concerns over global energy supplies, with fresh geopolitical risks weighing on bond markets.
We also cover SK Hynix’s reported oversubscribed US listing, Samsung’s expansion of Vera Rubin memory production, Amazon’s latest bond sale receiving a weaker than expected market response, reports that SpaceXAI and Cursor are preparing a new AI model, and Microsoft’s continued shift toward its own artificial intelligence across some applications. In Africa, Kenya advances plans for a refinery project valued at up to $17 billion, while Ugandan farmers challenge the East African crude oil pipeline in a UK lawsuit.
In financial markets, semiconductor stocks retreat after a powerful rally, South Korea’s KOSPI extends its decline, NATO agrees to $50 billion in new defense deals following pressure from President Trump, Trump signals the US could sell F-35S fighter jets to Turkey, and Turkish defense company Aselsan reports a sharp increase in military orders. Guests Includes Vincent Juvyns ING Belgium Chief Investment Strategist; Andrejka Bernatova, Dynamix Founder, Chairman, and CEO; and Ahmet Akyol, Aselsan CEO.

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
00:03:02 – US Strikes Iran and Block Oil Sales
00:08:12 – Hormuz Sees Biggest Day of Attacks Since US-Iran Peace Deal
00:13:35 – Vincent Juvyns, ING Belgium Chief Investment Strategist
00:21:02 – Chip Stock Sink After Blistering Run
00:30:44 – Andrejka Bernatova, Dynamix Founder, Chairman, and CEO
00:37:35 – NATO Agrees to $50 Billion in Defense Deals
00:40:54 – Ahmet Akyol, Aselsan CEO
00:43:31 – Uganda farmers challenge pipeline in UK lawsuit
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Ukrainian President Volodymyr Zelenskyy speaks at the NATO Summit in Ankara about Europe’s anti-ballistic missile capabilities. “This is Russia’s last major advantage,” Zelenskyy says.
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Another government shutdown showdown in Washington, CPI preview and what does Mariah Carey have to do with the dollar-yen?

Bloomberg’s Manus Cranny reports. Tune into “Bloomberg Brief” at 5am ET.
Watch every episode here: https://tinyurl.com/bdh6txs7

#business #bloomberg #stockmarket #shutdown #politics

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