From Bloomberg Markets and Finance.

Optimism continues with stocks rallying as bets grow for an interest-rate cut by the Fed next month. Oil in flux as traders weigh the prospect of a Ukraine–Russia peace deal. But Secretary of State Marco Rubio says President Trump’s Thursday deadline for Kyiv to back his plan isn’t set in stone. Israel kills Hezbollah’s second in command in a daylight strike on Beirut. And, the G-20 summit manages to agree to a declaration despite a US boycott, threats and false claims by Donald Trump. We spoke to Thea Jamison, CHANGE Global Managing Director about the outlook for South Africa and investment opportunities in the Middle East.

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
00:04:40 – Market optimism continues on growing Fed rate cut bets
00:09:52 – BHP walks away from Anglo after another takeover offer
00:13:18 – Russia-Ukraine: Rubio says Thursday deadline for Kyiv to back US plan isn’t set in stone
00:16:18 – Alexander Stubb, Finnish President
00:19:43 – Israel kills Hezbollah second in command in Beirut airstrike
00:27:45 – G-20 summit: nations agree on a declaration
00:31:50 – Thea Jamison, CHANGE Global Managing Director
00:37:32 – UAE developers turn to sukuks, private credit to raise debt
00:41:41 – US in talks about letting Nvidia sell H200 AI chips to China
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