Global markets react as the US and Iran pause military strikes, with Brent crude falling as diplomatic efforts gain momentum. President Trump says all options remain on the table in the Iran war and that the US has more munitions than it needs, while Iran and Oman hold talks over Strait of Hormuz shipping. Houthi attacks continue to threaten Red Sea oil routes, and Gulf nations accelerate efforts to reduce their reliance on Hormuz. Israeli Prime Minister Benjamin Netanyahu vows to attend the UN as New York Mayor Zohran Mamdani says Netanyahu would not be welcome, while Netanyahu is expected to discuss Iran with President Trump.

Markets also focus on renewed inflation risks and growing pressure on the Federal Reserve to raise interest rates. Bank Indonesia Governor Perry Warjiyo resigns early, while the US and global markets assess the economic impact of the Middle East conflict.

In technology, Chinese memory-chip maker CXMT surges after its $9.8 billion IPO, with shares jumping 500% and the company set to become the largest mainland-listed company. CXMT is benefiting from growing demand for memory chips, while Nvidia considers up to $250 billion in backing for an OpenAI data-center hub and plans a $1 billion investment in Naver as it expands its partnership with South Korea’s SK Group. AI is also becoming increasingly central to consulting and business priorities across the Middle East.

We also cover a shooting in Seattle that left two people dead and five injured, a Berlin Pride attack suspect killed by police, wildfires continuing across France and Spain, and European automakers struggling with rising costs and intensifying competition.

Elsewhere, Kuwait has agreed to a $16 billion oil-sector investment involving Blackstone, Brookfield and KKR. Morocco is seeking financing for a major gas pipeline along Africa’s Atlantic coast, including support from the US EXIM Bank and World Bank, while banks are being tapped for $2.6 billion in pipeline financing.

Chapters:
00:00:00 – Introduction
00:04:29 – US and Iran Pause Military Strikes
00:08:20 – Frédéric Schneider, Middle East Council on Global Affairs Nonresident Senior Fellow
00:15:49 – Haig Bathgate, Callanish Capital CEO
00:27:40 – CXMT shares jump after $9.8B IPO
00:30:45 – Jensen Huang, NIVIDA Presednt & CEO
00:32:16 – Tamer Charife, Deloitte Middle East Technology & Transformation Growth Leader
00:39:26 – Morocco Courts Banks for $26 Pipeline Finance
00:43:20 – Europe’s Carmakers Struggle on Costs, Competition
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Former US Ambassador Bill Taylor joins Bloomberg This Weekend and says Ukraine maintains momentum on the battlefield despite intensified Russian missile attacks, while urging the US and its allies to accelerate deliveries of Patriot interceptors. Taylor explains to hosts David Gura and Christina Ruffini that mounting military losses and economic strain increase pressure on Russian President Vladimir Putin, even as Ukraine continues to press for more Western support.
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Iran fired on American forces overnight and the US and Saudi Arabia struck Tehran-backed militias in Iraq, ending a days-long lull in hostilities. The latest skirmishing underscores how far Iran and the US are from formally restarting peace negotiations, let alone agreeing a deal to permanently end their war and reopen the Strait of Hormuz. Bloomberg’s Abeer Abu Omar reports.
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The White House has announced additional 50% tariffs on nearly $20 billion in Canadian imports, including dairy products, beer, hockey sticks and plywood, while exempting energy and potash. Former Canadian Deputy Prime Minister Chrystia Freeland says the move undermines the USMCA and argues Canada still has leverage as a major US export market and a supplier of energy, aluminum and potash, particularly as conflict near the Strait of Hormuz pressures global fertilizer markets.
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Federal Reserve officials left interest rates unchanged. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. The dissenters wanted to raise rates by a quarter percentage point.

Federal Reserve Chairman Kevin Warsh said the decision to leave interest rates unchanged wasn’t a sign of inertia at the central bank, which is committed to tackling inflation.

This is “The Fed Decides: Bloomberg Surveillance”

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