The Reserve Bank of New Zealand holds rates but signals cuts won’t materialize until later in 2025. The S&P 500 hits a fresh high as we wait for Nvidia results. Also on the show: US softens its stance towards Israel’s Rafah plan, South African assets rally ahead of the election, and a Bloomberg scoop on the development of a ‘kill switch’ for chips. On the show: Mark Matthews, Julius Baer Asia Research Head; Annabel Bishop, Invectec Chief Economist; and Ed Morse, Hartree Partners Senior Advisor.
00:00 Introduction
02:38 RBNZ’s hawkish hold
04:15 US softens stance towards Israel’s Rafah plan
12:00 Michael Wilson, Morgan Stanley Chief US Equity Strategist
16:55 Mark Matthews, Julius Baer Asia Research Head
26:15 Impact of Jacob Zuma being barred from parliament
29:00 Annabel Bishop, Invectec Chief Economist
35:30 Ed Morse, Hartree Partners Senior Advisor
43:20 Bloomberg Scoop on ASML & TSMC chips ‘kill switch’
Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Anchored by Joumanna Bercetche 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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