Saudi Aramco cuts its flagship oil price for Asia to a six-year low as the Iran war continues to weigh on OPEC+ production. Oil flows through the Strait of Hormuz continue to recover despite persistent regional tensions, while Saudi-backed Yemeni forces work to retake Houthi-held areas.
Iran faces growing economic strain seven months into the war, as the Pentagon redeploys bombers from a UK base. Pakistan says talks linked to the Mecca pact are set to take place in Riyadh.
Weak US jobs data eases concerns over further Fed tightening, while Treasury yields retreat from multi-decade highs. Bond-market volatility remains at its highest in more than a year, as Scott Bessent downplays concerns over rising yields.
New details emerge in the Flydubai investigation, with reports that the co-pilot had previously lost a job over extremist views.
Brazil heads toward an Oct. 25 runoff between Jair Bolsonaro and Luiz Inácio Lula da Silva, while Taiwan’s US envoy discusses growing Taiwanese investment in America and a $50 billion investment pledge.
AI safety remains in focus as an OpenAI safety researcher quits and warns about the technology’s risks, while SoftBank’s Masayoshi Son says AI in the wrong hands could be “super dangerous.”
Private-markets firm Eurazeo opens an Abu Dhabi office, offering Gulf investors greater access to European strategies. In Africa, investors increasingly target critical minerals, data centers, fertilizers and transport, while China committed $33.5 billion to the continent through its Belt and Road Initiative in the first half of 2026.
And the UK faces a growing wealth exodus, with the departure of ultra-rich residents estimated to deal London a $160 billion hit as wealthy individuals increasingly look to destinations including Monaco, Switzerland and the UAE. Guests includes Anita Krishna Gupta, Wealthbrix Capital Partners CIO and Mathieu Teisseire, Eurazeo Investor Relations Head.

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
00:02:21 – Saudi-Backed Yemen Forces Work to Retake Houthi Areas
00:06:34 – Anita Krishna Gupta, Wealthbrix Capital Partners CIO
00:12:36 – Brazil Heads to Oct. 25 Bolsonaro-Lula Runoff
00:18:00 – Alexander Yui, Taiwan’s Representative to the US
00:21:40 – Masayoshi Son, SoftBank Founder & CEO
00:27:22 – Saudi Aramco Cuts Asia Oil Price to Six-Year Low
00:31:00 – Mathieu Teisseire, Eurazeo Investor Relations Head
00:37:00 – Africa Investors Eye Minerals, Data Centers
00:41:50 –
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Filippo Alloatti, Head of Financials at Federated Hermes, says there were few options left on the table for Credit Suisse. Pooja Kumra, TD Securities Senior European Rates Strategist, says ECB hiking will last longer than the Fed.

source

Yemen says its forces have retaken the strategic Red Sea port of Mocha as the military launches a broader campaign to capture territory.
Oil markets remain in focus after the G7 released as much as 100 million barrels of emergency oil and diesel. Saudi Aramco issues a warning as the kingdom’s East-West oil link operates normally. Kuwait’s oil output recovers to 75% of prewar levels as Hormuz transits rise, while Iraq seeks more tankers to control its oil shipments through the strait.
Global bonds extend their selloff, pushing long-end US yields to their highest levels since 2002. Asian bonds track Treasury losses, while French debt faces further Japanese selling. European bonds diverge as investors unload French and Italian debt, sending the euro to a 17-month low amid France’s fiscal concerns. Ray Dalio warns of the possibility of a US debt crisis within three years.
Stocks hover near records, while a US tech rally and cheaper oil lift Japanese equities. Japan’s 10-year bond sale draws solid demand.
AI firms testify at an Australian inquiry as OpenAI apologizes over a breach and holds funding talks with UAE investors and BlackRock. Australia’s Jim Chalmers says AI can deliver a productivity dividend if handled correctly. Kuaishou’s Kling AI is said to be selecting banks for a $1 billion-plus IPO, while Moonshot AI is reportedly closing a funding round at a $50 billion valuation and considering a Hong Kong IPO in early 2027.
Elsewhere, US-India trade talks remain at an impasse, Germany and France push a new trade tool to counter China, and Spain’s Pedro Sánchez calls a snap election amid a housing crisis. Qualcomm and Huawei sign a patent cross-license agreement.
Ebola spreads to seven Congolese provinces as health experts battle exhaustion, while Ethiopia rejects efforts by regional powers to block its Red Sea ambitions. South Africa may also revise its Road Accident Fund levy. Guests includes Gene Tannuzzo, Columbia Threadneedle Fixed Income Global Head.

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 – Introdcution
00:04:02 – Yemen Says It’s Retaken Red Sea Port of Mocha
00:08:21 – Gene Tannuzzo, Columbia Threadneedle Fixed Income Global Head
00:17:50 – OpenAI Apologizes for Breach at Australian Inquiry
00:27:31 – OpenAI Holds Funding Talks With UAE Funds
00:30:45 – Moonshot Eyes Early IPO
00:34:21 – Ebola Spreads as Experts Battle Exhaustion
00:41:02 – Ray Dalio, Bridgewater Associates Founder
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Oil rose after a report that the Trump administration asked the Pentagon to draw up strike options against Iran that could be executed before the midterm elections, and as a hurricane forced some US output to shut. Bloomberg’s Stephen Stapczynski has more.
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

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 than “Bloomberg Surveillance.”

Chapters:
00:00 AI Debt Binge, Iran Escalation and Rising Yields
04:46 Bond Yields Are Heading Toward the ‘Danger Zone’ — Edward Yardeni, Yardeni Research
19:18 White House Has Few Levers Left on Fuel Costs — Brian Gardner, Stifel
31:44 AI Chip Boom Has at Least Two More Years to Run — Joseph Moore, Morgan Stanley
41:44 Higher Yields Let Bond Investors Be Choosy — Kay Herr, JPMorgan Asset Management
54:05 Falling Inflation Could Reignite the Stock Rally — Barbara Reinhard, Voya Investment Management
1:03:53 5% May Be Fair Value for the 10-Year Treasury — Daleep Singh, PGIM
1:20:06 Cracks Are Emerging in the AI Credit Boom — Winnie Cisar, CreditSights
1:29:13 Fed Risks Falling Behind Inflation by Waiting to Hike — Edward Al-Hussainy, Columbia Threadneedle
1:42:10 Front End of Yield Curve Is ‘Still Very Attractive’ — Rick Rieder, BlackRock
2:01:15 Jobless Claims Fall to Lowest Level Since July — Michael McKee
2:03:36 Labor Market Is Hotter Than People Think — Nela Richardson, ADP
2:16:10 Trump Faces No Easy Option on Iran — Amos Hochstein, TWG Global
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance

Subscribe and turn on notifications so you don’t miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9

Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com

Follow Surveillance on X at: https://twitter.com/bsurveillance

Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

source