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Iran, Oman Near Hormuz Shipping Deal | Horizons Middle East & Africa 8/6/2026

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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
——–
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Carney Matches Trump Tariffs With 50% Tax, US Dairy, Steel

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Trade talks between the US and Canada came to a halt over the weekend with new US tariffs going into effect. Now Canada has responded with counter-tariffs. Mathieu Dion explains what this all means
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Bloomberg Surveillance 9/24/2026

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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.”

00:00 5% Treasury Yields, Diesel Debate and Tech Selloff
05:20 Stocks No Longer Have the Market to Themselves — Keith Lerner, Truist Advisory Services
18:34 US-China Truce Masks Deeper Tensions — Mary Lovely, Peterson Institute
33:16 Higher Rates Hit Smaller Tech Hardest — Ted Mortonson, Baird
42:06 ‘Modest’ Dollar Appreciation Amid Rising Yields — Daragh Maher, HSBC
54:10 Earnings Can Carry Stocks Through Higher Rates — Lisa Shalett, Morgan Stanley Wealth Management
1:06:54 Diesel Export Curbs Risk Short-Lived Relief — Kevin Book, ClearView Energy Partners
1:21:24 US, China Lack a Permanent AI Crisis Channel — Scott Singer, Carnegie Endowment for International Peace
1:31:05 Bond Selloff Is Starting to Create Value — Edward Al-Hussainy, Columbia Threadneedle
1:41:38 Wells Fargo Warns of 5%-10% Downside to Stocks — Ohsung Kwon, Wells Fargo
1:52:39 Diesel Export Ban Risks Unintended Consequences — Sen. Dave McCormick (R-PA)
2:01:04 US Jobless Claims Hover Near Historic Lows at 197,000 — Enda Curran
2:03:58 Labor Market Isn’t Generating Wage Inflation — Nela Richardson, ADP
2:18:47 Bond Yields May Be Near a Self-Limiting Point — Emily Roland, Manulife John Hancock Investments
——–
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Bloomberg Surveillance 9/21/2026

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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:
00:00:00 – Bloomberg Surveillance | 9/21/2026
00:04:24 – Beata Manthey – Citi Head of European Equity Strategy
00:17:35 – Ed Mills – Raymond James Washington Policy Analyst
00:31:29 – Bob McNally – Rapidan Energy Group Founder & President
00:40:07 – Bob Michele – JPMorgan Asset MGMT Global Head of Fixed Income
00:54:09 – Venu Krishna – Barclays Head of US Equity Strategy
01:06:31 – Henrietta Treyz – Veda Partners Director of Economic Policy Research
01:19:41 – Jason Tyler – Northern Trust Wealth MGMT President
01:29:53 – James Egelhof – BNP Paribas Chief US Economist
01:40:52 – Ulrike Hoffmann-Burchardi – UBS Global Wealth MGMT CIO of Global Equities
01:51:55 – Baiba Braže – Latvia Foreign Minister
02:04:38 – Jamieson Greer – US Trade Representative
——–
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India’s Finance Rich List: Top Five Billionaires

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India’s finance boom has produced fortunes across everything from private banking to online broking. Advait Palepu breaks down the five wealthiest names on Bloomberg’s ranking of those who made their money in financial services.
——–
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‘Bloomberg Surveillance: Early Edition’ Full (03/22/22)

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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. Christian Mueller-Glissmann, Managing Director for Portfolio Strategy and Asset Allocation at Goldman Sachs, says he is underweight credit. Orysia Lutsevych, Head of the Ukraine Forum in the Russia and Eurasia Programme at Chatham House, says Putin is not giving up on his demands.

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