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MBS Heads To Washington; Fed Rate Cut Unclear | Horizons Middle East & Africa 11/17/2025

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BlackRock’s Rosenberg on Fed Rates, IALT ETF Strategy

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Jeffrey Rosenberg, portfolio manager of the iShares Systematic Alternatives Active ETF (IALT) at BlackRock, explains how the ETF is navigating the current economic environment on “Bloomberg The Close.”
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US, Iran Agree to 60-Day Truce Pending Trump Approval | Balance of Power: Late Edition 5/28/2026

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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Representative John Garamendi (D-CA), a member of the House Armed Services Committee, says “absolutely not” to approving a $1.5 trillion defense budget or money above current appropriations without a clear justification, Representative Mike Lawler (R-NY), chair of the House Foreign Affairs Subcommittee on the Middle East and North Africa, says getting enriched uranium out of Iran is the “largest part” of any Iran deal, and David Kennedy, Dell CFO, says the increase in AI server demand is why the company boosted its annual sales forecast.

Chapters:
00:00:00 – Balance of Power Begins
00:03:07 – Catherine Lucey on US, Iran reaching Tentative Ceasefire Deal
00:04:23 – Rep. John Garamendi (D-CA)
00:14:37 – Power Moves with Romaine Bostick
00:19:18 – The Debrief with Mario Parker
00:24:14 – Rep. Mike Lawler (R-NY)
00:33:32 – David Kennedy, Dell Technologies CFO
00:39:55 – Ashley Davis and Matt Bennett Discuss Tentative Ceasefire Deal
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Bloomberg Surveillance 5/28/2026

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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:
00:00:00 – Bloomberg Surveillance starts
00:07:24 – Bob Doll, Crossmark Global Investments
00:18:43 – Lt. Gen. Karen Gibson (Ret.), Academy Securities
00:30:18 – Dan Ives, Wedbush Securities
00:41:32 – Kay Herr, JPMorgan Asset Management
00:53:11 – Emily Roland, Manulife John Hancock Investments
01:19:03 – Robin Vince, BNY CEO
01:40:55 – Kathryn Kaminski, AlphaSimplex Group
01:53:01 – Sucharita Kodali, Forrester
02:04:37 – Matthew Luzzetti, Deutsche Bank
02:18:11 – Matt Stucky, Northwestern Mutual Wealth Mgmt.
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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Philippines’ Marcos on Building a Legacy of His Own

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Heir to the Philippines’ most famous political dynasty, President Ferdinand ‘Bongbong’ Marcos Jr has had to contend with the complicated history of his family name. Now with two years left in his single-term presidency, Marcos is facing the economic consequences of a rupture in global geopolitics, a rapidly changing technological landscape, and a growing feud at home with his Vice President Sara Duterte, who is herself a successor of another prominent political family. In this latest episode of Latitude, the Philippine president opens up to Bloomberg’s Haslinda Amin on how he is forging ahead to try and build a legacy of his very own.

Chapters:
00:00:00 – Introduction
00:01:59 – Challenges faced during his presidency & the Iran war
00:04:13 – Outlook for the Philippines economy
00:07:07 – Investment into national and digital infrastructure
00:09:40 – AI risks to the economy
00:10:56 – Allegations of corruption
00:14:59 – Rivalry with VP Sara Duterte
00:18:26 – Marcos family history and legacy
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Stocks Rise as Trump Says He’ll Make Call on Iran

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Hopes that a ceasefire deal could pave the way for an end to the Iran conflict drove stocks toward a historic streak of weekly gains, with the market also buoyed by the artificial-intelligence trade.
Brian Belski, CEO and CIO at Humilis Investment Strategies, discusses the S&P 500 bull case and his outlook for markets amid the AI boom.
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