Your investments are your responsibility We do not accept any liability for any loss or damage which is incurred from you acting or not acting as a result of reading any of our publications. You acknowledge that you use the information we provide at your own risk.
14 September 2026
Goldman Sachs managing director Kate McShane and Allianz chief economic advisor Mohamed El-Erian analyze July retail sales drops and rising diesel prices.
They discuss consumer spending changes and Federal Reserve rate hike expectations.
11 September 2026
This week, while Venezuela has the oil reserves to impact global energy markets, rebuilding production will take years, billions of dollars and investor trust. And, Europe’s solar success is creating growing pains for investors, generators and power markets.
Plus, can data centers turn Scotland’s wasted wind into an AI advantage? Later, a more dangerous world is pushing the Pentagon and Silicon Valley closer together, creating a new boom in defense and space technologies. Chapters: 00:00:00 - Venezuela’s Oil Test 00:11:06 - Europe’s Solar Problem 00:23:53 - Wasted Wind Power 00:35:43 - Defense Tech Boom
11 September 2026
Oil prices surge as Saudi-Houthi fighting escalates, adding to risks across the Strait of Hormuz and Red Sea. Brent climbs as Iran and the US brace for a protracted conflict, with Tehran signaling readiness for a long war. Saudi Crown Prince Mohammed bin Salman urged the US to strike the Houthis, but President Donald Trump declined.
In an exclusive interview, UAE Foreign Trade Minister Thani bin Ahmed Al Zeyoudi says the UAE plans to invest €46 billion in Germany, including €10 billion for Bavaria. The countries have signed defense deals, with the UAE offering proven technology to German defense companies. Al Zeyoudi says oil routes are shifting away from Hormuz, the UAE rejects Iranian transit fees, and air-cargo routes are expanding for security.
Global bonds sell off, pushing the 10-year US Treasury yield toward 5%. Australian yields hit their highest since 2011 and Japanese bonds fall on oil and inflation concerns, while Treasury Secretary Scott Bessent dismisses buyback concerns. August US CPI could leave the Fed decision on a razor’s edge as inflation fears drive the global selloff.
Asian stocks decline as oil and inflation worries weigh on markets. Samsung and SK Hynix fall after DeepSeek unveils its Ultra AI model, raising concerns about pressure on HBM demand. The IAEA confirms activity at Iran’s Pickaxe Mountain. Tehran accuses the US of using the nuclear watchdog to justify strikes and says an IAEA resolution further erodes the non-proliferation regime.
Saudi Arabia’s PIF weighs combining Electronic Arts and Savvy Games Group to create one of the world’s biggest gaming companies. UAE investors add to more than $40 billion invested in Elon Musk-related businesses with a bet on The Boring Company, while Algeria cuts diplomatic ties with the UAE.
BRICS leaders gather in New Delhi amid growing international divisions. Xi Jinping makes his first India visit since 2019 and Vladimir Putin attends the summit, putting India-Russia ties in focus. India balances relations with Russia and the US amid trade uncertainty while resisting the de-dollarization push backed by Russia and China. 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 00:04:36 - Oil Rallies as Houthi-Saudi Fighting Escalates 00:08:11 - Thani bin Ahmed Al Zeyoudi, UAE Foreign Trade Minister 00:15:01 - Angelina Lai, St. James’s Place Asia & Middle East CIO 00:20:31 - Saudi Arabia Weighs Merger to Create Gaming Giant 00:28:31 - Shira Efron, RAND Distinguished Chair for Israel Policy 00:36:30 - India-Russia Ties in Focus Ahead of BRICS Summit 00:42:43 - August CPI Puts Fed Decision on a Razor’s Edge
8 September 2026
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Paul Allen and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. Chapters: 00:00:00 - Bloomberg: The Asia Trade begins 00:01:39 - Yen surges past post-intervention high 00:09:07 - Iran says Hormuz deal with Oman just days away 00:13:52 - EXCLUSIVE: Sapporo Breweries Executive Deputy President Rieko Shofu on shifting production from Canada to the US 00:24:07 - BREAKING: Japan July labor cash earnings rise 4.7% Y/Y; est. +3.8% 00:25:33 - HSBC's Fred Neumann on global economic outlook 00:32:51 - Oil climbs on Hormuz risks, rising Chinese buying 00:38:04 - Bathla secures stopgap funds amid debt crisis 00:42:16 - BREAKING: Japan 2Q GDP grows 1.4% on annualized basis; est. 1.8% 00:44:18 - EM stocks jump to highest since June as tech offsets higher oil 00:47:17 - Markets open in Japan, South Korea and Australia 00:50:25 - Growing BOJ hike bets drive yen's sharp reversal 00:53:14 - Partners Group's Anastasia Amoroso on investment strategy 01:06:05 - Huawei, Xiaomi unveil new foldable phones 01:12:10 - BREAKING: Australia Sept. Westpac consumer confidence falls 5.2% M/M 01:15:43 - EXCLUSIVE: Sapporo Breweries Executive Deputy President Rieko Shofu on North America business 01:19:14 - Canada to impose retaliatory tariffs on US goods 01:24:51 - AUSTRALIA AHEAD: Bathla's collapse leaves some homebuyers in limbo 01:31:51 - China looks west for its AI data centers
5 September 2026
Renewed US-Iran fighting and uncertainty over shipping through the Strait of Hormuz are adding pressure to global energy markets, while the threat of mines continues to deter some traffic.
Ukraine’s attacks on Russian refineries are compounding tight diesel supplies, creating what Bloomberg News Oil Products Reporter Will Kubzansky describes as a distillates crisis heading into peak demand season.
Also joining Bloomberg This Weekend to discuss the situation is Bloomberg News Middle East Correspondent Abeer Abu Omar.
23 August 2026
Six EU countries push for windfall tax on oil companies amid surging war profits Citing surging profits amid the Middle East war, six EU countries, including Germany and Italy, want finance ministers to discuss the levy at next month’s meeting in Dublin. READ MORE : http://www.euronews.com/2026/08/23/si...
/p>
17 August 2026
Crude opened the week little changed as oil markets brace for a heavy week of geopolitical risk, with President Trump threatening new Iran sanctions and musing about declaring the Strait of Hormuz a US territory — Wood Mackenzie's Sushant Gupta breaks it down. #News #Reuters #Newsfeed #CrudeOil #StraitOfHormuz #Iran #IranSanctions #DonaldTrump #OilMarkets #WoodMackenzie #OilPrices #BreakingNews #WorldNews #EnergyNews #MarketTalk #Reuters #Geopolitics #USIranWar #Hormuz #OilCrisis #EnergyMarkets #MiddleEast
18 May 2026
Rising gas prices are causing more Americans to ditch the car keys in favor of other forms of travel like public transportation. Tim McNicholas reports. "CBS Evening News" delivers the day's most important stories, delivering context and depth to bring greater understanding to your world. Check local listings for "CBS Evening News" broadcast times.
14 May 2026
Suriname, South America's smallest and greenest country, is tying its future to a $10.5bn offshore oil development led by TotalEnergies.
As energy markets around the world reel from wars with Russia and Iran, the FT looks at why offshore explorations like this have become increasingly important, despite the energy transition
#suriname #totalenergies #granmorgu
9 May 2026
Amanda Cooper and Peter Devlin discuss the week that was, including Reuters revelation that a total of $7 billion oil price bets ahead the Iran war news.
Hear how US jobs numbers beat expectations beat for a second straight month and what another court ruling on tariffs could mean to the global economy.
8 May 2026
Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets.
He discusses the drivers of the crude oil and refined product markets, as well as some potential trading opportunities, in this conversation with Chris Hussey. Recorded on May 7, 2026 The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products.
19 April 2026
Ryanair, Transavia, Volotea and other low-cost airlines are feeling the financial pain from high jet fuel prices as a result of the Middle East war and are cutting flights.
The closure of the Strait of Hormuz has taken a huge chunk of oil supplies off the market, sending the price of jet fuel soaring and triggering fears of shortages that could force airlines to cancel flights.
24 April 2026
Trump’s shoot-to-kill order in the Strait of Hormuz wasn’t a show of control. It was an admission that Washington still has the firepower to escalate—but no longer has the leverage to resolve the crisis on its own. 🚢 Why Trump’s new rules of engagement are likely to keep the Strait of Hormuz closed longer, not reopen it faster
⛽ How the order locks in higher gas prices for American households just months before the midterms 📈 What rising insurance costs, elevated oil prices, and disrupted shipping reveal about the economic cost of escalation
🇪🇺 Why Europe is now building a coalition to clear Hormuz without the United States 🛡️ How America’s military posture made US participation politically toxic even in the operation it demanded allies create
📉 What viewers will learn about the domestic blowback: fuel inflation, policy incoherence, and the political burden of a self-inflicted energy crisis
🌍 Why this moment matters beyond one strait—because it shows allies building parallel security capacity when American leadership becomes the obstacle rather than the solution This is not just a story about one military order or one shipping lane. It is a lesson in how raw power can still escalate a crisis while losing the ability to shape its outcome—and how that vacuum is now being filled by others.
22 April 2026
Oil traders shrug at U.S. President Donald Trump's Iran ceasefire extension. Tesla kicks off a crucial earnings week. Plus, Kevin Warsh signals a future where Fed independence comes with real trade-offs.
18 April 2026
Oil slides as Iran signals shipping access through the Strait of Hormuz, U.S. banks post solid earnings and China beats growth forecasts.
14 April 2026
The International Energy Agency said global oil demand will decline this year as a price surge caused by the Middle East conflict wipes out growth. Bloomberg's Anthony di Paola breaks down the situation.
2 April 2026
Continental Resources founder and Chairman Harold Hamm joins ‘Mornings with Maria’ to warn of oil price spikes tied to Iran’s Strait of Hormuz threat and underscore America’s energy dominance under President Donald Trump.
31 March 2026
The Wall Street Journal reported President Donald Trump said to aides he’s willing to end the Iran war even without reopening the Strait of Hormuz. Bloomberg's Joumanna Bercetche reports.
31 March 2026
Oil prices are climbing again with markets deeply unsettled about the US-Israeli war on Iran. The surge comes after US President Donald Trump said in an interview with the Financial Times that his preference would be to quote "take the oil in Iran" and that he was considering US boots on the ground.
We talk about this topic with Dr. Anna Mikulska, Senior Vice President at the CGCN Group, and with Chris Southworth from the International Chamber of Commerce in the United Kingdom. #dwnews #oilprices #iranwar
24 September 2026 A global bond rout sends the 30-year yield to a 22-year high. President Trump and China President Xi meet today after exte...
