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Trump, Harris Focus on Pennsylvania Ahead of US Election | Horizons Middle East & Africa 11/05/2024

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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.
On today’s show, Donald Trump and Kamala Harris are in Pennsylvania on the final day of campaigning. Also on the show: Adnoc will use AI for a more efficient energy industry; India’s Minister of Petroleum and Natural Gas says global oil markets are well supplied; Oil executives gathering at Adipec see escalating tensions in the Middle East and US relations with China posing the biggest risk for crude markets; Voting closes for unionized factory workers at Boeing; Fitch has signaled it may upgrade South Africa’s credit outlook if government sticks to its plan to stabilize debt; Aramco widely expected to report a drop in 3Q profits; Boeing workers accept latest contract offer; Vice President Kamala Harris leans towards clean energy transition while former president Donald Trump adopts motto “drill, baby, drill”; Morgan Stanley’s chief US equity strategist says the US election could present a market-clearing opportunity; Zimbabwe’s ZiG posts its first gain in more than two weeks; Aramco posts 3Q net income of SAR 97.62B; Bloomberg sits down with the CEO of LanzaTech which uses cutting-edge technology to transform waste carbon into sustainable raw materials; Saudi Aramco misses its 3Q net income estimates. Guests include: Dan Yergin, S&P Global, Vice Chairman; Hardeep Singh Puri, Indian Minister of Petroleum and Natural Gas; Carole Nakhle, Crystol Energy, CEO; Bob McNally, Rapidan Energy, Founder; Jennifer Holmgren, LanzaTech, CEO.

Chapters:
00:00:00 – Horizons Middle East & Africa
00:04:57 – Trump, Harris focus on Pennsylvania
00:08:02 – Dan Yergin, S&P Global, Vice Chairman
00:15:05 – Adnoc’s AI push in energy industry
00:19:44 – Hardeep Singh Puri, Indian Minister of Petroleum and Natural Gas
00:26:31 – Crystol Energy, Carole Nakhle, CEO
00:34:42 – Boeing workers vote on tentative deal
00:38:43 – Fitch signals rating upgrade for South Africa
00:41:29 – Aramco to report 3Q earnings
00:45:00 – Boeing workers accept contract, end strike
00:50:32 – Trump, Harris focus on Pennsylvania
00:55:19 – Boeing workers accept contract, end strike
00:59:35 – Bob McNally, Rapidan Energy, Founder
01:14:10 – Mike Wilson, Morgan Stanley, Chief US equity strategist
01:17:19 – Zimbabwe’s ZiG posts rare rise against USD
01:20:58 – Aramco posts 3Q net income of SAR 97.62B
01:22:06 – Jennifer Holmgren, LanzaTech, CEO
01:27:53 – Aramco misses 3Q net income estimate
——–
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Modi Meets Prabowo to Strengthen Ties

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Indian Prime Minister Narendra Modi is in Jakarta, where he and Indonesian President Prabowo Subianto are set to sign up to eight agreements spanning defense, health, education and technology.
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Le Pen Cleared to Run in 2027 French Presidential Election

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Marine Le Pen was cleared to enter the 2027 French presidential race after appeal judges shortened her election ban, yet upheld her conviction for embezzling European Union funds. Caroline Connan explains what happens next
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XBOX CEO on why she “killed” Copilot in gaming #shorts #xbox #copilot #gaming #ai

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One of XBOX CEO Asha Sharma’s first moves was to “kill” Microsoft’s AI tool Copilot for gaming. She tells Emily Chang why she made that decision at #BloombergTech in San Francisco https://bloom.bg/4frZx7g

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U.S. Designates China as a Currency Manipulator

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Aug.05 — U.S. Treasury Secretary Steven Mnuchin has formally determined that China is a currency manipulator. This is latest dramatic twist in the long-running trade standoff. The decision is likely to send markets into deeper chaos. Bloomberg’s Joe Sobczyk and Tom Mackenzie report on “Bloomberg Daybreak: Asia.”

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US Strikes Iran & Blocks Oil Sales | Daybreak Europe 7/8/2026

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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

On today’s show, the US carried out a new round of strikes in Iran and revoked a waiver allowing new sales of its oil. Iran says it hit an airbase in Kuwait and the Fifth Fleet naval base in Bahrain. Oil advanced, while bonds and stocks retreated after the flare-up in tensions.

The head of NATO says it’s crucial that the US forcefully reacts when Iran violates the ceasefire. Mark Rutte was speaking as he arrived for the second day of the NATO summit in Turkey. US President Donald Trump will meet Ukraine’s President Volodymyr Zelenskyy today.

And the French far-right leader Marine Le Pen says she will stand in the 2027 presidential election after an appeals court shortened her election ban for embezzling EU funds.

Today’s guest: Camille de Courcel, BNP Paribas, Head of DM Rates Strategy and Economics, Europe.

Chapters:
00:00:00 – Daybreak Europe
00:03:05 – US Strikes Iran After Hormuz Shipping Attacks
00:08:16 – What the Escalation Means for US-Iran Talks
00:10:10 – Oil Prices Jump After Sanctions Reinstated
00:14:57 – Strait of Hormuz Shipping Risks
00:19:12 – NATO Summit: Iran Takes Center Stage
00:21:20 – Farage Quits as UK MP to Seek New Mandate
00:24:33 – NATO, Ukraine & European Defense Spending
00:27:35 – Camille de Courcel, BNP Paribas, Head of DM Rates Strategy and Economics, Europe
00:31:19 – Markets Reset as Geopolitical Risks Return
00:34:36 – Marine Le Pen Cleared for 2027 Presidential Race
00:43:11 – Microsoft AI, Samsung & Amazon Updates
——–
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