US equity futures climb and oil slumps as energy shipments begin to pass through the Strait of Hormuz following the signing of an interim deal between Washington and Tehran. Front-end Treasury yield jumps after Fed Chair Kevin Warsh’s debut news conference. Christopher Hodge of Natixis discusses the potential changes at the Federal Reserve. Bloomberg’s Francine Lacqua speaks to PhysicsX CEO & Co-Founder Jacomo Corbo on AI innovation at the VivaTech conference in Paris.

Chapters:
00:00:00 – Bloomberg Brief
00:00:51 – Global Market Check
00:05:42 – First Look Movers
00:23:23 – First Look Movers
00:24:42 – Trending on the Terminal
00:26:21 – Christopher Hodge, Natixis Chief US Economist
00:36:38 – Jacomo Corbo, PhysicsX CEO & Co-Founder
00:44:23 – What to Watch
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Chanos & Company Founder and veteran short seller Jim Chanos says that the AI bubble is much larger than the dot-com bubble of the 90s.

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Iran’s delegation briefly entered the Lake Lucerne Summit meeting room before leaving, reflecting Tehran’s reported refusal to participate in a joint photograph with US officials amid sensitive diplomatic negotiations. Bloomberg News’ Bastian Benrath-Wright’ joins Bloomberg This Weekend to explain that despite the public snub and behind-the-scenes wrangling over protocol, Iranian, US, Qatari and Pakistani representatives later took their seats and proceeded with talks behind closed doors.
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UK Prime Minister Keir Starmer is facing fresh calls to resign, after potential leadership rival Andy Burnham comfortably won the special election in Greater Manchester, to return to parliament. His victory paves the way for him to challenge Starmer for the top job.

The US Vice President JD Vance has postponed a trip to Switzerland, where face-to-face talks over Iran’s nuclear program were meant to begin. The Swiss Foreign Ministry confirmed the postponement without giving a reason. A White House spokesperson cited logistical challenges for the delay.

And Bloomberg has learnt that the US Commerce Secretary Howard Lutnick has expressed concern to ASML executives, that one of its top-of-the-line chipmaking machines may have made its way into China, in violation of US-led export restrictions. ASML has pushed back, saying it has never shipped an EUV machine to China.

Today’s guests: Mark Haefele, UBS Global Wealth Management, CIO; Laurel Rapp, Chatham House, US and North America Programme Director; Jane Green, University of Oxford, Politics Professor.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:01:56 – Andy Burnham wins UK’s Makerfield special election
00:06:02 – Vance delays Swiss trip for Iran talks
00:07:53 – Mark Haefele, UBS Global Wealth Management, CIO
00:16:59 – Supertankers ready to pass through Hormuz
00:18:45 – Laurel Rapp, Chatham House, US and North America Programme Director
00:25:10 – Friday headlines
00:25:41 – US concerned China may have ASML top chip tool
00:29:39 – EU’s Virkkunen: EU has AI legislation
00:32:48 – EU’s Costa defends Putin back channel
00:38:02 – Tracking the costs of a chocolate croissant
00:42:30 – Jane Green, University of Oxford, Politics Professor
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President Donald Trump signed an interim deal to end the war with Iran and reopen the Strait of Hormuz, despite criticism from Republicans. The memorandum of understanding is now in effect, and it envisions the rapid reopening of the strait and immediate sanctions waivers for Iranian oil. Also on the show: US equity futures climbed and oil prices retreated after Trump signed an interim deal to end the war with Iran and reopen the Strait of Hormuz; Warsh rocks bond market in debut, sparks surge in hike bets; Traders pared bets on interest-rate hikes by the South African Reserve Bank after inflation quickened less than expected; Trump’s Libya push seeks to turn fragile truce into oil prize. Guests include: Ryan Bohl, RANE Senior Middle East and North Africa Analyst; Rashmi Garg, Aldhabi Capital Senior Portfolio Manager; Abdul Kadir Hussain, Arqaam Capital MD Fixed Income Asset Management; Casey Sprake, AG Capital Market Strategist.

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
00:02:57 – US-Iran deal takes effect
00:06:40 – Ryan Bohl, RANE Senior Middle East and North Africa Analyst
00:14:32 – Rashmi Garg, Aldhabi Capital Senior Portfolio Manager
00:26:43 – Abdul Kadir Hussain, Arqaam Capital MD Fixed Income Asset Management
00:34:08 – Casey Sprake, AG Capital Market Strategist
00:40:53 – Trump’s Libya push seeks to turn fragile truce into oil prize
——–
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