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 AI Financing, Fed Rate Hikes and Iran
05:06 Capital Demand Is Putting Pressure on Rates – Marvin Loh, State Street
17:10 Iran Has Leverage as US Tries to Wait It Out – Lt. Gen. Karen Gibson (Ret.), Academy Securities
30:06 IHG Sees Positive Momentum Continuing in Second Half – Elie Maalouf, IHG Hotels & Resorts
41:32 Fed Needs More Data to Rule Out Rate Hikes – Kelsey Berro, JPMorgan Asset Management
53:53 AI Debt Boom Puts Leverage in Focus – Anastasia Amoroso, Partners Group
1:05:23 Democratic Primaries Could Reshape the 2028 Race – Libby Cantrill, PIMCO
1:17:48 The K-Shaped Consumer Divide Is Closing – David Tinsley, Bank of America Institute
1:28:45 Yen Intervention Was Largely a One-Off – Mark McCormick, BMO Capital Markets
1:40:42 AI Earnings Keep the CapEx Boom Going – Omar Aguilar, Schwab Asset Management
1:53:19 The Next AI Opportunity Is Infrastructure – Isabelle Freidheim, Athena Capital
2:06:13 Oil Keeps Inflation Risks Tilted to the Upside – Sophia Kearney-Lederman, FHN Financial
2:14:37 AI Infrastructure Still Has Room to Run – Kristen Bitterly, Citi Global Wealth at Work
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A new Chinese AI model is sending shockwaves through Silicon Valley and Washington. Today on Big Take Asia: What Moonshot’s controversial Kimi K3 means for the future of the global AI race.
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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Former Secretary of Defense Mark Esper, says he agrees with President Trump’s strategy for an economic blockade and expects US forces to remain in the region for an extended period. Cait Conley, Democratic Candidate for US House in New York’s 17th District, says data centers can be a net positive for communities. Sen. Jack Reed (D-RI) says the Pentagon has failed to adequately communicate with both Republicans and Democrats about operations in Iran.

Chapters:

00:01:37 Bloomberg’s Courtney Subramanian on US Iran Conflict & Karoline Leavitt’s Departure
00:04:17 Former Secretary of Defense Mark Esper on Iran & US Strategy
00:05:38 Mark Esper on Troubling Conditions Aboard the USS Abraham Lincoln
00:07:17 Mark Esper on Pentagon Spending & Pete Hegseth’s Relationship With Congress
00:11:16 Mark Esper on New Drone Task Force & Military Technology
00:12:55 Mark Esper on Air Force One Decoy & Iranian Threat to President Trump
00:15:07 Bloomberg Intelligence’s Ira Jersey on Costliest US Bond Sale Since ’01
00:19:34 Cait Conley, Democratic Candidate for US House in New York’s 17th District, Challenges Rep. Mike Lawler (R-NY)
00:21:05 Cait Conley on Rep. Max Miller (R-OH) Allegations & Campaign Donations
00:23:06 Cait Conley on Data Centers & AI Infrastructure
00:26:29 Senator Jack Reed (D-RI) on Pentagon Briefings & the Iran Conflict
00:27:48 Sen. Jack Reed (D-RI) on US Precision Weapons Stockpiles
00:30:24 Sen. Jack Reed (D-RI) on Is There a Strategic Exit From the Iran War?
00:32:06 Sen. Jack Reed (D-RI) on Conditions Aboard the USS Abraham Lincoln
00:35:53 Sen. Jack Reed (D-RI) on Trump, Air Force One & Secret Service Security
00:39:35 Political Panel Reacts: Iran War, the Midterms, Air Force One Decoy Controversy
——–
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Mini mania is sweeping through US retailers as shoppers on a budget love colorful, charming, tiny versions of common products. Bloomberg’s Sunny Kim has more.
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Global markets gain as softer US inflation reduces expectations for another Federal Reserve rate hike, while investors continue watching the standoff between the US and Iran over the Strait of Hormuz. Talks appear deadlocked, although Pakistan says Washington and Tehran may be moving toward a possible agreement. Hormuz traffic remains below prewar levels, Iran says users must address environmental damage, and President Trump insists the US has “total control” of the strategic waterway.
Asian stocks advance on technology gains and easing rate-hike bets, with South Korea leading the region’s tech rally. Tencent shares fall as investors assess rising AI costs despite hopes that WorkBuddy could drive an AI turnaround. Cisco’s strong results also fail to impress investors, while Cerebras shares tumble after a weaker growth outlook. Anthropic is reportedly in talks to acquire startup company Decart for $6 billion.
In energy markets, oil prices edge lower after a six-day rally, while the IEA warns of a potential supply squeeze as disruptions worsen. The UAE is using shuttle services to move Iraqi oil exports through Hormuz, while China’s changing demand is helping cushion the broader oil market.
In geopolitics, Palestinian officials call for changes to Israel’s policies rather than simply a change in leadership. Japan’s government is reportedly backing faster BOJ rate hikes, while the yen trades near ¥160 per US dollar amid renewed intervention concerns.
Nigeria is expanding tax incentives to attract $50 billion in deepwater oil investment, while extreme weather disrupts Rhine shipping as record-low water levels threaten Europe’s key commercial waterway and Germany’s economy. Guests includes Varsen Shahin, Palestinian Authority Foreign Minister, Mahjabeen Zaman, ANZ FX Research Head and June Goh, Senior Oil Market Analyst, Sparta Commodities.

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
00:04:40 – Subdued US Inflation Eases Pressure on Fed
00:08:43 – Talks Between the US and Iran Appear Deadlocked
00:13:01 – Varsen Shahin, Palestinian Authority Foreign Minister
00:16:01 – Mahjabeen Zaman, ANZ FX Research Head
00:28:22 – IEA Doubles Oil Deficit Forecast as Supply Disruptions Worsen
00:31:22 – June Goh, Senior Oil Market Analyst, Sparta Commodities
00:38:22 – Nigeria Boosts Tax Breaks to Lure $50B in Deepwater Oil
00:42:26 – Rhine Shipping Stalls as Water Levels Hit Record Lows
——–
More on Bloomberg Television and Markets

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