Saudi Arabia moves to restore its vital East-West oil pipeline, with the kingdom reportedly seeking to return it to half capacity within days, as Houthi attacks add pressure to Saudi energy flows. Saudi Arabia says the Houthis targeted Mecca and warns of a “red line,” while the Houthis say they will avoid commercial vessels except those linked to Saudi Arabia. Oil holds its decline as markets assess the potential pipeline restart.
The Federal Reserve raises interest rates to curb inflation, with Kevin Warsh saying he will not prejudge future decisions. Markets digest the hike as Asian stocks fluctuate, global bond yields recover and attention turns to the Bank of Japan’s anticipated decision Friday. The yen trades around 156 after three days of weakening, while bond markets signal growing confidence in Warsh’s credibility. Chip stocks remain resilient following the Fed decision.
Trump says the Iran war will end “very soon” and is expected to discuss the conflict with Gulf leaders. The House passes a bill allowing tariffs on buyers of Russian oil, while Trump also threatens potential EU tariffs over Canada’s invitation and plans an AI executive meeting during Xi’s visit. Apple’s Tim Cook and OpenAI’s CEO are set to attend a Trump-Xi dinner.
AI safety remains in focus as Microsoft’s AI chief warns that human-like models carry risks, OpenAI reports new AI safety incidents and sets out a disclosure plan, and a House panel advances an AI bill aimed at strengthening US competition with China.
Goldman Sachs flags softer fixed-income trading and higher costs, while Turkish stocks slump after a fund default raises investor concerns.
In the Gulf, Abu Dhabi wealth fund L’imad is considering a stake in Atlas Air Worldwide, which could be valued at $10 billion or more. Nigeria is expected to resume cutting interest rates, while Dangote plans dividends of up to 50% of profit. Safaricom’s stake-sale ruling threatens project plans.
The US imposes visa restrictions on some South Africans amid accusations of discrimination against Afrikaners and other minorities, claims South Africa says have been mischaracterized. Trump has also offered Afrikaners refugee status.
In corporate news, Todd Boehly sells part of his Chelsea stake to Clearlake. Guests includes Keith Patton, Columbia Threadneedle Investments Global Rates & Unconstrained Fixed Income Head and Megan Sutcliffe, Sibylline Principal Analyst for Middle East and Africa.

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
00:05:13 – Keith Patton, Columbia Threadneedle Investments Global Rates & Unconstrained Fixed Income Head
00:14:03 – Oil Holds Drop as Saudis Move to Restore Vital Pipeline
00:19:03 – Apple’s Cook, OpenAI CEO to Attend Trump-Xi Dinner
00:28:03 – Megan Sutcliffe, Sibylline Principal Analyst for Middle East and Africa
00:35:20 – Abu Dhabi’s L’imad Eyes Stake in Air Cargo Business
00:40:10 – US Slaps Visa Restrictions on South Africans
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:15 – BOJ expected to hike rates by 25BP
00:05:11 – Japan rate hikes put pressure on bank stocks
00:16:54 – Huawei accelerates launch of new AI chip
00:21:36 – Ed Yardeni on yen carry trade risk
00:24:12 – BREAKING: Japan Aug. core CPI rises 1.7% Y/Y; est. +1.8%
00:25:18 – Bank of America’s Izumi Devalier on BOJ decision
00:27:12 – Takaichi replaces Hayashi with Fujii as Internal Affairs Minister
00:36:28 – US AI plays see short-term call buying spree
00:38:13 – EXCLUSIVE: Gree Electric Appliances Chairwoman Dong Mingzhu on business outlook
00:43:10 – Farmers criticize Australia’s migration crackdown
00:47:24 – Markets open in Japan, South Korea and Australia
00:51:10 – Amova Asset Management’s Naomi Fink on markets strategy
00:59:03 – US said to delay new tariffs
01:01:59 – Huawei AI chip roadmap extends to 2029
01:07:17 – BOJ, Fed policy divergence could pressure yen
——–
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India’s obsession with cricket has helped turn the Indian Premier League into one of the world’s most valuable sports leagues, attracting foreign investors like Blackstone. With only 10 teams serving a country of roughly 1.5 billion people, investors see scarcity, rising media consumption and India’s economic growth as powerful drivers of team valuations.
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Vanity Fair contributing writer Chris Whipple spent six months examining JD Vance’s years at Yale Law School, including the influence of professor Amy Chua and previously unreported contacts in which Whipple says Vance offered Hillary Clinton’s 2016 campaign advice on defeating Donald Trump. Whipple is on Bloomberg This Weekend and discusses how his reporting traces Vance’s evolution from a prominent Trump critic to Trump’s vice president, while examining the relationships and experiences that helped shape his political career.
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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.

Bond traders have piled into bearish positions ahead of Wednesday’s Federal Reserve meeting, betting that the Treasury selloff driving yields to their highest in almost two decades will continue.

OpenAI is holding early talks with investors about a fresh funding round that would value company at more than $1.2 trillion ahead of an IPO. Senior Trump administration officials met Tuesday with Anthropic’s top Washington executive to discuss AI safety risks.

And Friedrich Merz cancelled his trip to the United Nations General Assembly in New York next week, changing course as the German chancellor faces growing opposition within his own conservative party ahead of closely-watched regional elections on Sunday.

Today’s guest: Luis Garicano, Rhine Group, Executive Director & London School of Economics Professor.

Chapters:
00:00:00 – Daybreak Europe
00:03:44 – Softbank CDS Hovers Near 3-Year High
00:06:22 – Bond Traders Pile Into Bearish Positions Pre-Fed
00:09:13 – OpenAI Weighs Funding Round at $1.2T Valuation
00:12:41 – Hayley McKelvey, Deloitte UK Chief AI Officer
00:19:01 – Bessent to Meet Chinese Counterpart
00:26:14 – Von Der Leyen to Give State of the Union Speech
00:32:33 – Luis Garicano, Rhine Group, Executive Director & London School of Economics Professor
00:36:29 – EU to Unveil Latest Clampdown on Big Tech
00:42:05 – UK CPI to Hit 3% in August
00:44:55 – Traders Ramp up Bets on BOE Rate Hikes
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