President Donald Trump and his allies are renewing a push to reshape the Federal Reserve after the Supreme Court blocked an effort to fire Governor Lisa Cook.

Stocks gained as the latest bout of jitters about the sustainability of the AI-trade eased, with Europe’s benchmark holding near a record high.

Bloomberg has learned that some leading European powers now accept that ships transiting the Strait of Hormuz will have to pay fees to Iran and Oman.
The US and Gulf Arab countries continue to insist that Iran and Oman cannot impose charges of any kind for the Hormuz strait.

Today’s guests: Kokou Agbo-Bloua, SocGen CIB Global Head of Economics, Cross-Asset & Quant Research; Philippe Aghion, Nobel Prize in Economics Winner; Estelle Brachlianoff, Veolia CEO

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“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse
00:00:49 – Hassett: Jobs market on an upward trajectory
00:03:17 – Trump allies push to reshape the Fed
00:06:46 – Kokou Agbo-Bloua, SocGen CIB, Head of Cross-Asset
00:15:12 – Philippe Aghion, Nobel Prize Economist
00:23:47 – Friday headlines
00:24:31 – Lescure: We must have a budget
00:27:43 – Estelle Brachlianoff, Veolia, CEO
00:35:40 – European nations now said to believe some Hormuz fees are inevitable
00:38:34 – Can Cuba’s economy survive Trump?
00:41:19 – Private credit keeps $14 billion trapped
00:44:51 – The Big Take: Putin’s Choice for $60 Billion Space Revival Uses Musk as Model
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Dan Ives, Wedbush Securities global head of tech research, argued that massive AI-related capital expenditures by hyperscalers and chipmakers are funding a new tech economy rather than “spending to nowhere.” He speaks on Bloomberg Surveillance.
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India and Japan have agreed to deepen cooperation on energy, technology and defense during Japanese Prime Minister Sanae Takaichi’s first official visit to New Delhi. Former Indian Ambassador to Japan, Deepa Gopalan Wadhwa, discusses the implications of the visit on Bloomberg Television.
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The US-Mexico-Canada Agreement entered into force six years ago and is the outline for almost $2 trillion in annual trade among the three countries. A countdown to the expiry of the agreement is set to begin as officials launch a review of the trade deal that President Donald Trump signed during his first term. Brendan Murray reports on Bloomberg Television.
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Today’s global markets update covers the biggest developments in geopolitics, energy, finance, and technology. President Trump heads to Turkey for the NATO summit and a meeting with Ukrainian President Volodymyr Zelenskyy, while US stock futures surrender much of their earlier gains as technology shares remain volatile. Asian tech stocks also lose momentum after an early rebound, and Goldman Sachs revises its yen forecast to 165 from 155.
In energy markets, oil prices fluctuate as shipping through the Strait of Hormuz continues, OPEC+ raises production quotas, oil and gas cargoes increasingly use the Oman-side shipping route. We also cover Israeli Prime Minister Benjamin Netanyahu’s latest remarks on Iran’s nuclear ambitions, the IDF’s readiness for possible operations in Lebanon, mass funerals in Iran following the death of a senior leader, and the absence of Mojtaba Khamenei from public view.
Elsewhere, South African businesses continue accelerating renewable energy investments, with solar accounting for 68% of private electricity generation. We also examine growing attention on Middle East credit markets, reports that Abu Dhabi’s wealth fund may take TAQA private, ADNOC’s review of Wall Street advisory roles, the UAE’s successful efforts to block cyberattacks targeting its financial sector, and Gulf airlines exploring new aircraft orders from Boeing and Airbus. Guests includes Gareth Nicholson, FAB Asset Management CIO; and Zeina Rizk, Amwal Capital Partners Fixed Income Co-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
00:04:23 – Oil Fluctuates as Hormuz Flows Persist
00:08:23 – Iran Rallies Millions for Funeral of Slain Leader
00:12:26 – Gareth Nicholson, FAB Asset Management CIO
00:18:44 – South African Businesses Switch to Renewable Energies
00:28:35 – Zeina Rizk, Amwal Capital Partners Fixed Income Co-Head
00:34:53 – Abu Dhabi Wealth Fund Set to Take TAQA Private
00:40:31 – Trump Heads to NATO summit to Meet Zelenskyy
——–
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