Japan, the world’s fourth-largest economy, faces a convergence of resource and monetary risks that could have major implications in both the short and long term. Presented by @cmegroup

https://www.cmegroup.com/openmarkets/quicktake-by-bloomberg.html?utm_source=youtube&utm_medium=paid_social&utm_campaign=quicktake_evergreen&utm_content=more_insight

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Stay ahead of today’s biggest global financial and geopolitical developments. Today, we cover Apple’s reported move to source Chinese-Made memory chips, Meta’s plans to launch an AI cloud computing business, OPENAI discussed handing the US Government a 5% Stake, and the latest comments on inflation from former Federal Reserve official Kevin Warsh. We also examine growing concerns over a potential global currency crisis, Trump’s remarks following the US-Iran talks, the continued decline in oil prices, and renewed shipping activity through the Strait of Hormuz. We also discuss the UAE’s oil exports returning to pre-conflict levels, Saudi Arabia’s efforts to revive oil exports through spot sales, the U.S. decision not to renew its trade agreement with Canada and Mexico, Nigeria’s stock market rally becoming a political issue, South Africa’s rising inflation expectations, Johannesburg’s $128 million funding gap, Prime Minister Narendra Modi’s meeting with Sanae Takaichi, Google’s partnership with Idris Elba to expand AI access across Africa, Wall Street firms strengthening their presence in the Gulf region, Oman Fertilizer Company’s IPO attracting $12 billion in investor demand, MGX raising $49 billion for one of the largest AI investment funds ever, and today’s complete market check covering stocks, currencies, commodities, and global financial markets. Guests Include Sree Kochugovindan, Aberdeen Investments Senior Research Economist; and Aathira Prasad, Nasser Saidi & Associates Macroeconomy 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
00:03:19 – Apple Seeks Chinese Chips
00:08:55 – Sree Kochugovindan, Aberdeen Investments Senior Research Economist
00:14:29 – Oil Falls On Growing Signs of Oversupply
00:17:39 – Lesetja Kganyago, South Africa Reserve Bank Governor
00:19:15 – Nigeria’s Market Rally Becomes Political Problem
00:22:15 – Google and Idris Elba to Fund African AI Access
00:28:19 – Aathira Prasad, Nasser Saidi & Associates Macroeconomy Director
00:34:42 – US Decides Against Renewing USMCA
00:35:21 – Johannesburg Faces $128M Funding Gap
00:37:06 – Wall Street Firms Bolster Gulf Teams
00:39:42 – Saudis Make Rare Spot Oil
00:41:19 – MGX’s $49B AI Fund Raise
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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.

Chapters:
00:00:00 Bloomberg Surveillance starts
04:03 Stock Market, AI & Fed Outlook: Brian Levitt, Invesco
19:22 Tech Rotation, China & AI Investing: Brian Levitt, Invesco
34:41 Nvidia, AI Chip Stocks & Semiconductors: Angelo Zino, CFRA
43:09 Small Caps, Market Rally & AI Trade: Jill Carey Hall, Bank of America
53:45 Inflation, Markets & the Fed: Victoria Fernandez, Crossmark
01:06:07 AI Regulation, China & National Security: Ed Mills, Raymond James
01:19:40 AI Data Centers, Credit & Financing: Stathis Karanikolaidis, JPMorgan
01:30:41 USMCA, Tariffs & North America Trade: Erin McLaughlin, The Conference Board
01:40:36 Fed Rate Hikes & Bond Market: Jim Bianco, Bianco Research
01:53:23 Jobs Report, Interest Rates & the Fed: Andrew Hollenhorst, Citi
02:04:08 AI Cars & Autonomous Driving: Ivan Espinosa, Nissan
02:18:03 Bonds, AI Investing & the Fed: Jordan Jackson, JPMorgan Asset Management
——–
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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If you had a sudden six-figure windfall, where should you invest it? Bloomberg asked top wealth advisers where they would put $100,000
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Volkswagen is looking to cut tens of thousands of additional jobs and may shutter factories in a push by CEO Oliver Blume to make Europe’s biggest automaker more competitive, according to a report in Manager Magazin. Bloomberg’s Elisabeth Behrmann has more.
——–
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