Global markets focus on the Strait of Hormuz as doubts grow over a deal to reopen the vital shipping route. President Trump says the US “totally controls” Hormuz, while Iran says the Strait will remain closed until its conditions are met. The US also says it fired on a vessel accused of violating the blockade, while Pakistan’s interior minister travels to Iran for talks. Oil prices extend gains as traders assess the risk of prolonged disruption, while investors await US core CPI data for signs of how the Iran war is affecting inflation and Federal Reserve policy. The yen moves toward ¥160 per US dollar as intervention concerns return, while Asian stocks gain on stronger technology shares. In technology, CoreWeave shares surge as its AI backlog reaches $104 billion, with another $25 billion in new deals. Nvidia’s credit risk eases after its CEO clarifies the company’s $500 billion AI infrastructure plan, while Super Micro shares jump after its outlook tops the highest forecast on strong AI server demand. South Korea’s sovereign wealth fund is also preparing to expand its role in the global AI race.
Elsewhere, a Libyan oil refinery is hit in the fifth attack on the Zawiya facility, Syria sentences former President Bashar al-Assad to death, and Russia seeks a deal to secure its Syrian bases as a hub for operations in Africa. Presight AI reports a 30% jump in second-quarter profit and secures AED 2.5 billion in domestic deals. We also cover Zambia’s presidential election, Nigeria’s new tax incentives aimed at attracting $50 billion in deep-water oil investment, Kenya holding interest rates, and MTN taking a write-down linked to its Iran exposure. Guests includes Aarthi Chandrasekaran, Shuaa Capital Public Markets Head, Thomas Pramotedham, Presight CEO and Min Kyung-Seol, South Korean Deputy Minister for Innovation and Growth.

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
00:04:12 – Oil extends gain on doubts over Hormuz deal
00:09:12 – Aarthi Chandrasekaran, Shuaa Capital Public Markets Head
00:14:46 – Surging AI Demand
00:18:36 – Fifth Attack on Libyan Oil Refinery
00:27:31 – Thomas Pramotedham, Presight CEO
00:33:31 – Min Kyung-Seol, South Korean Deputy Minister for Innovation and Growth
00:37:31 – Zambians Vote Thursday in Tight Election
00:42:17 – US Core CPI Expected to Fall to Lowest Since March 2021
——–
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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, Global stocks climbed toward a record and bonds extended gains as a subdued US inflation report eased concerns about an imminent interest-rate hike by the Federal Reserve.

A $42 billion auction of 10-year US Treasuries resulted in the highest yield for the benchmark securities since 2007, luring decent appetite from investors who’ve been demanding more compensation to finance the US government.

And Iran reorganized its military to be more aggressive abroad as talks on ending the war with the US remain mired in stalemate, a sign that Tehran is preparing for a protracted era of regional conflict.

Today’s guest: Máximo Torero, UN Food & Agriculture Organization Chief Economist.

Chapters:
00:00:00 – Daybreak Europe
00:04:50 – Korean Stocks Rise 22% in 10 Days as Chip Rally Regains Steam
00:07:28 – US Sells 10-Year Debt at Highest Yields Since Financial Crisis
00:10:42 – Trump Reverts to Economic Squeeze of ‘Entrenched’ Iranian Regime
00:19:05 – Maersk Raises Guidance Again on Higher Global Freight Rates
00:23:08 – Cerebras Shares Tumble After Growth Underwhelms Investors
00:29:08 – Rhine Shipping Stalls as Water Levels Hit Record Lows
00:33:00 – Forces Pushing up Food Prices
00:36:21 – Global Food Prices Hit Three-Year High
00:45:23 – US Inflation Outruns Pay Gains
——–
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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 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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