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Iran, Oman Agree to Share Hormuz Fee | Horizons Middle East & Africa 8/27/2026
Iran and Oman move toward a new arrangement for shipping through the Strait of Hormuz, with the IRGC saying the two countries have agreed to share fees. Tehran says US actions are delaying the process, while US allies question whether the Strait is fully clear of mines. Trump says the mines have been removed and Hormuz is open.
Oil remains under pressure as markets assess the outlook for Hormuz and global supply.
Nvidia reports $89 billion in data-center revenue, ahead of expectations, while its CFO sees revenue growth of around 70% into fiscal 2028. Supply remains a key constraint, and margins are expected to settle around 72% to 73% as higher memory costs weigh on profitability. Jensen Huang says the AI infrastructure buildout remains at full speed.
Asian chip stocks gain following Nvidia’s outlook, with SK Hynix and Samsung leading the advance. South Korea raises its policy rate to 3% from 2.75% as inflation risks build, while markets prepare for central bankers to discuss inflation at Jackson Hole and watch Warsh’s first speech there. The BOJ also keeps the possibility of a September rate hike open, while Australian bonds fall as RBA hike expectations increase.
Meta agrees to pay up to $18 billion to settle social-media claims. Salesforce rises on its growth outlook and partnership with Anthropic, while Anthropic plans to spend $45 billion on AI computing capacity from Nscale. China’s Z.AI develops its OX Alpha model, and MiniMax reports a sharp increase in first-half sales.
Saudi Arabia pushes deeper capital-market reforms, focusing on derivatives, liquidity and improving market infrastructure as part of Vision 2030. Tadawul gains following the latest measures.
CNOOC reports higher first-half profit as oil prices benefit from the Iran conflict, while Shein prepares a $1.7 billion Hong Kong share sale.
Russia signals a possible escalation in Ukraine as Moscow sees peace talks at a dead end. Flooding along the Nepal-China border leaves around 100 people dead.
In Africa, Next Africa sits down with the Dangote family to discuss plans for an IPO of the refinery arm, the expansion of the family office in 2027 and its strategy for building businesses and investments across generations. Guests include Rajeev Sibal, Morgan Stanley Senior Global Economist, Maribel Lopez, Lopez Research Founder & Enterprise AI Lead and Eric Swats, Rascal Investment Bank Senior Executive Officer.
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
00:04:56 – Nvidia Sees Strong Revenue Growth
00:09:57 – Iran, Oman Agree to Share Hormuz Fees
00:17:26 – Rajeev Sibal, Morgan Stanley Senior Global Economist
00:28:27 – Maribel Lopez, Lopez Research Founder & Enterprise AI Lead
00:34:36 – Eric Swats, Rascal Investment Bank Senior Executive Officer
00:41:46 – Next Africa Sits Down With Dangote Family
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Tom Keene and Lisa Abramowicz host a special edition of “Bloomberg Surveillance” live from Jackson Hole. In his debut as Fed Chair at the annual gathering, Kevin Warsh warned inflation isn’t meaningfully slowing and said policymakers still have “work to do” unless they can be confident it is. Guests include Cleveland Fed President Beth Hammack, former Kansas City Fed President Esther George, the Bank of England’s Catherine Mann, Cornell University’s Eswar Prasad, Citi Wealth CIO Kate Moore, NewEdge Wealth CIO Cameron Dawson and PIMCO Global Economic Advisor Richard Clarida.
Chapters:
00:00:00 – Surveillance Jackson Hole Special
00:02:38 – Warsh’s Policy Shift, Fed Credibility, Inflation Risks & Market Uncertainty
00:03:34 – Beth Hammack | Inflation Too High, Why the Fed May Need Higher Rates & Restoring Credibility
00:16:16 – Esther George | New Fed Leadership, Inflation Risks, Rate Cuts Debate & Policy Credibility
00:23:44 – Cameron Dawson | Markets vs. the Fed, Financial Conditions, Rate Hikes & Investor Expectations
00:28:48 – Catherine Mann | Global Inflation, Supply Shocks, Monetary Policy & Why Central Banks Remain Hawkish
00:39:38 – Eswar Prasad | The Dollar’s Future, Stablecoins, Reserve Currency Risks & Global Financial Fragmentation
00:46:43 – Richard Clarida | What Markets Need from Warsh, Fed Framework Changes & Inflation Strategy
00:51:39 – Kevin Warsh Fed President | 2% Inflation Target Remains Firm, Inflation Not Moving Fast Enough & “We Have Work To Do”
01:11:13 – AI Investment Boom, Capex Growth, Corporate Profits & Productivity Potential
01:14:41 – Inflation Still Too High, Price Stability Mandate & Conditions for Future Rate Hikes
01:20:55 – Immediate Reaction to Warsh’s Jackson Hole Speech
01:24:42 – Did Warsh Signal a Rate Hike? Inflation, Policy Framework & Fed Credibility
01:27:38 – Kate Moore Citi | Market Reaction, 2% Inflation Commitment, Equities & Higher Rates
01:42:11 – Breaking Down Warsh’s Message, AI Productivity & Rate Hike Expectations
——–
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Six months into the US conflict with Iran, oil flows from the Persian Gulf have recovered to about 40% of prewar levels, but risks remain as the Strait of Hormuz stays constrained and the Navy faces mounting pressure on personnel, equipment and finances. Bloomberg News Economic Statecraft Lead Chris Kennedy and Bloomberg News Defense Reporter Jen Judson join hosts Christina Ruffini and Bailey Lipschultz on Bloomberg This Weekend and discuss the strain on US military readiness and why a new US deal involving Venezuelan oil fields is unlikely to deliver a significant near-term boost to global supply.
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A deadly flash flood tore through a valley in Nepal near the Chinese border, leaving hundreds dead and more than a thousand missing. Foreign tourists are among those affected as authorities brace for flooding downstream.
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Indian Prime Minister Narendra Modi called on President Vladimir Putin to end Russia’s war in Ukraine during a meeting on the sidelines of the Shanghai Cooperation Organization summit in Kyrgyzstan. Bloomberg’s Sudhi Ranjan Sen explains what leverage India has with Russia, why Modi made the appeal now and what it could mean for the two countries’ ties.
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Kenneth Rogoff, professor of economics at Harvard University and former chief economist at the IMF, discusses the US deficit problem and why he thinks it is unlikely to be addressed until a major crisis forces voters to act. He speaks with Bloomberg’s Tom Keene at the Federal Reserve’s annual conference in Jackson Hole, Wyoming.
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