Global markets are once again focused on the Middle East as tensions in the Strait of Hormuz intensify. The US has revoked Iran’s oil waiver, moved to block Iranian oil sales, and carried out strikes on Iranian air defense systems, while Iran reportedly launched drone attacks targeting Bahrain. The renewed escalation has triggered the largest wave of attacks in the Strait of Hormuz since the US-Iran peace agreement, disrupting tanker traffic and increasing concerns over global energy supplies, with fresh geopolitical risks weighing on bond markets.
We also cover SK Hynix’s reported oversubscribed US listing, Samsung’s expansion of Vera Rubin memory production, Amazon’s latest bond sale receiving a weaker than expected market response, reports that SpaceXAI and Cursor are preparing a new AI model, and Microsoft’s continued shift toward its own artificial intelligence across some applications. In Africa, Kenya advances plans for a refinery project valued at up to $17 billion, while Ugandan farmers challenge the East African crude oil pipeline in a UK lawsuit.
In financial markets, semiconductor stocks retreat after a powerful rally, South Korea’s KOSPI extends its decline, NATO agrees to $50 billion in new defense deals following pressure from President Trump, Trump signals the US could sell F-35S fighter jets to Turkey, and Turkish defense company Aselsan reports a sharp increase in military orders. Guests Includes Vincent Juvyns ING Belgium Chief Investment Strategist; Andrejka Bernatova, Dynamix Founder, Chairman, and CEO; and Ahmet Akyol, Aselsan CEO.

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
00:03:02 – US Strikes Iran and Block Oil Sales
00:08:12 – Hormuz Sees Biggest Day of Attacks Since US-Iran Peace Deal
00:13:35 – Vincent Juvyns, ING Belgium Chief Investment Strategist
00:21:02 – Chip Stock Sink After Blistering Run
00:30:44 – Andrejka Bernatova, Dynamix Founder, Chairman, and CEO
00:37:35 – NATO Agrees to $50 Billion in Defense Deals
00:40:54 – Ahmet Akyol, Aselsan CEO
00:43:31 – Uganda farmers challenge pipeline in UK lawsuit
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Another government shutdown showdown in Washington, CPI preview and what does Mariah Carey have to do with the dollar-yen?

Bloomberg’s Manus Cranny reports. Tune into “Bloomberg Brief” at 5am ET.
Watch every episode here: https://tinyurl.com/bdh6txs7

#business #bloomberg #stockmarket #shutdown #politics

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This Independence Day marks the 250th anniversary of America. But with an increasing amount of polarization and conflict, is this holiday able to bring the country together?

Dan Carlin, host of Hardcore History, joins Max Chafkin on this bonus episode of the Everybody’s Business podcast to answer the question, “Have we been through this before?”
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Eurasia Group Managing Director for the US Jon Lieber says cash strapped European nations can’t afford to spend more on defense as President Donald Trump is asking for. Trump has arrived in Turkey for a NATO summit. Lieber speaks on “Bloomberg Surveillance.”
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A Midtown Manhattan building under construction is unstable and a collapse warning has been issued. City officials say two columns on the 21st floor buckled and bricks were reported falling to the streets below. No one has been hurt. The building is at 235 East 42nd Street. New York City Mayor Zohran Mamdani said at a news conference that other buildings and a school have been evacuated while the site is secured.
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