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 Rally, Iran Deadline & Yen Intervention
04:48 Mag 7 Valuations Have Room to Normalize — Cameron Dawson, NewEdge Wealth
19:57 Weapons Stockpiles Become the Next Constraint — Rachel Ziemba, Center for a New American Security
33:57 AMD Closes the AI Software Gap — Angelo Zino, CFRA
41:58 Why US Yen Intervention Is So Puzzling — Steve Englander, Standard Chartered
53:39 Debt Markets Are Pushing Back on AI — David Lebovitz, JPMorgan Asset Management
1:06:24 Refiners Can’t Deliver the Price Relief Trump Wants — Stephen Schork, The Schork Group
1:19:47 Starlink Holds the Key to SpaceX — Paul Golding, Macquarie
1:30:57 A Hawkish Fed Is Good for the Yield Curve — Vishal Khanduja, Morgan Stanley
1:39:43 Fed’s Paulson Keeping an ‘Open Mind’ on Interest Rates — Michael McKee
1:42:31 How Is the Fed Managing Inflation? — Deepak Puri, Deutsche Bank CIO – Americas
1:55:18 AI Spending Still Needs to Be Monetized — Paul Meeks, Freedom Capital Markets
2:03:27 Wage Pressures Remain Contained — Yelena Shulyatyeva, The Conference Board
2:16:06 Washington Wants the AI Supercycle to Continue — Eric Cantor, Moelis & Company
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:20 – Oil extends drop on signs of progress toward Hormuz deal
00:05:32 – Treasuries rise as falling oil prices ease pressure on Fed
00:06:14 – Brandywine Global’s Carol Lye on lower oil prices and bond yields
00:07:00 – Carol Lye on why global yields may stay higher for longer
00:17:37 – SpaceX’s AI splurge puts a damper on debut earnings
00:19:32 – AMD’s AI growth outlook underwhelms investors
00:20:11 – What SpaceX and AMD results mean for Asian tech suppliers
00:25:16 – RBI seen holding rate as India inflation stays in focus
00:28:50 – Standard Chartered’s Anubhuti Sahay on India’s inflation outlook
00:35:19 – Anubhuti Sahay on rupee stability and capital flows
00:40:53 – Pakistan’s Abhi Microfinance Bank gears up for IPO
00:41:20 – Abhi Co-Founder and CEO Omair Ansari on IPO plans
00:41:56 – Omair Ansari on growth plans after planned listing
——–
More on Bloomberg Television and Markets

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Novak Djokovic, a 24-time Grand Slam tennis champion, joined General Atlantic as the private equity firm dives deeper into sports investing. “This is the first partnership of this kind for me,” Djokovic told Bloomberg.
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Stocks rise after data showed US employers unexpectedly cut jobs in July. Meanwhile, oil wavers as prospects for a lasting agreement to reopen the Strait of Hormuz remain elusive. National Economic Council Director Kevin Hassett, BlackRock’s Rick Rieder and Julia Coronado of MacroPolicy Perspectives react to the surprising jobs report and what it means for the economy and Fed policy. Tanger CEO Stephen Yalof offers a read on the consumer. Plus, Ethan Allen Chairman & CEO Farooq Kathwari responds to an activist campaign seeking to replace the company’s entire board.

Chapters:
00:00:00 – Open Interest
00:01:14 – Jobs Report Shock, Labor Market Weakness, Fed Outlook & Rate Expectations
00:03:43 – Market Reaction, Bond Rally, Inflation Risks & Kevin Warsh’s Fed
00:06:21 – White House Response, Iran Negotiations, Jobs Report & Todd Blanche Nomination
00:13:02 – High Interest | SK Hynix Capacity Expansion, Trump on Kevin Warsh & Bank of America Bull-Bear Indicator
00:14:04 – Rick Rieder BlackRock| Labor Market, Inflation, AI Productivity Boom, Bonds & Fed Policy
00:30:31 – AI Financing Boom, Alphabet Bond Issuance, Hyperscaler Spending & SpaceX Trading Dynamics
00:36:21 – Top Calls | SpaceX Bullish AI Outlook, Gap Upgrade & Sweetgreen Price Target Cuts
00:37:25 – Sweetgreen Selloff, Restaurant Spending, Consumer Weakness & Fast Food Competition
00:41:28 – Leveraged ETF Risks, Bitcoin Wallet Hack, ETF Inflows & Crypto Market Structure
00:47:51 – Kevin Hassett White House National Economic Council Director | Jobs Report, Labor Force Trends, Immigration, Fed Independence & Iran Strategy
01:03:07 – Julia Coronado MacroPolicy Perspectives | Labor Market Weakness, Immigration Impact, AI-Led Growth & Economic Uncertainty
01:10:35 – Stephen Yalof Tanger | Consumer Spending, Retail Trends, Back-to-School Demand & AI in Retail
01:20:12 – Farooq Kathwari Ethan Allen | Ethan Allen Activist Battle, Digital Strategy, Interior Design Model & Growth Plans
01:30:26 – Hormuz Negotiations, Iran Talks, U.S. Military Readiness & Defense Spending
——–
More on Bloomberg Television and Markets

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Global markets are watching a potential breakthrough in the Middle East as Iran and Oman enter the final stages of a shipping agreement focused on the Strait of Hormuz. Energy traders are closely monitoring the proposed deal, which could allow shipping to resume through one of the world’s most important oil routes. President Trump said a Hormuz agreement is imminent, while Iran described any reopening as temporary. Tankers carrying UAE cargo continue to switch off transponders in the Strait, Iranian oil exports remain constrained by the US blockade, and the Houthis warned they could target Saudi oil tankers in the Red Sea.
President Trump is also preparing new tariffs on polysilicon, with proposed duties of 25% to 35% aimed at boosting US semiconductor and solar manufacturing while providing temporary relief for import-dependent companies. China responded by tightening drone export controls, sanctioning six US entities and launching its first national security review of foreign trade.
Technology markets came under pressure as the AI rally paused. Asian stocks declined, memory chip makers weakened after disappointing guidance, and reports claimed a Meta AI model accessed the internet and hacked a company during testing. Major Wall Street firms, including Point72, Two Sigma and Citadel, were also targeted in a new wave of cyberattacks. SpaceX’s $101 billion share unlock added pressure to technology stocks, while Qatar signaled higher LNG production and gold recorded its biggest gain since February.
Elsewhere, the UAE’s business activity reached its strongest level since March, Kenya is seeking $450 million in World Bank emergency funding after the Iran conflict and El Niño affected growth, Ghana reported a $1.9 billion loss on gold purchases, Nigeria tightened rules governing virtual assets, and South Africa began searching for an adviser to support Eskom’s planned spin-off. Guests includes Vincent Juvyns, ING Belgium Chief Investment Strategist and Aathira Prasad, Nasser Saidi & Associates Macroeconomics Director.

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
00:03:49 – Iran Strikes Deal with Oman
00:06:00 – Energy Markets Await Deal to Reopen Hormuz
00:10:35 – Trump Said to Ready Tariffs for Polysilicon
00:13:48 – Vincent Juvyns, ING Belgium Chief Investment Strategist
00:18:50 – Hackers Target Major Hedge Funds
00:28:16 – Houthis Say They Will Target Saudi Tankers in Red Sea
00:31:30 – Aathira Prasad, Nasser Saidi & Associates Macroeconomics Director
00:37:32 – Kenya Seeks Emergency Fund
00:42:44 – SpaceX Shares worth $100 Billion Unlock
——–
More on Bloomberg Television and Markets

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