Israel steps up air strikes on Lebanon as the US warns against attacks on densely populated areas in Beirut. Also on the show: ASML CEO expects the chip market’s long-awaited recovery to extend into 2025; Republican presidential candidate Donald Trump’s defense of his tariff strategy fuels debate on the outcomes for the global economy; Kenyan deputy president expected to face a vote deciding his fate as he faces impeachment trial; Oil advancing after four days of declines; ECB expected to deliver a quarter-point cut; Leaders from the EU and 6 Gulf nations meet in Brussels amid Middle East turmoil; China’s BYD emerging as a winner in the global race to make cheaper electric cars. Guests include: Kamal Sharma, Bank of America, G10 FX Strategy Director; Mona Haddad, Word Bank, Global Trade, Investment & Competitiveness Director; Carole Nakhle, Crystol Energy CEO.
00:00 Introduction
02:55 ASML triggers broad chip selloff
07:15 Kamal Sharma, Bank of America, G10 FX Strategy Director
12:42 Mona Haddad, Word Bank, Global Trade, Investment & Competitiveness Director
14:40 Israel steps up strikes on Lebanon
20:22 Kenya deputy president faces impeachment
27:51 Nordea Bank reports 3Q earnings
28:49 Emirates NBD reports 3Q earnings
29:39 Carole Nakhle, Crystol Energy CEO
34:15 ECB widely expected to cut 25bps
38:29 EU, GCC leaders meet in Brussels
42:49 China’s BYD leads global EV race
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.
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