President Trump touts positive momentum in the closely watched tariff talks with Japan, while China indicates it’s open to discussions if the US "shows respect". Also on the show: US stocks decline after Powell maintains a wait-and-see stance on rate cuts amid trade war uncertainty; oil is trading higher for a second day after the US said it would reduce Iran’s energy exports to zero; Lesotho warns it’s at risk of a liquidity crisis if President Trump follows through on plans to impose a 50% levy on the country’s imports; Turkey is set for a tricky interest-rate decision when the central bank meets. Guests include: Peter Schaffrik, RBC Capital Markets, Global Macro Strategist; Dan Ives, Wedbush Securities, Managing Director and Senior Equity Analyst; Sara Vakhshouri, SVB Energy International, President & Founder; Mokhethi Shelile, Lesotho Trade Minister.
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
00:03:40 – Trump: ‘Big progress’ in Japan Talks
00:08:05 – Powell signals wait-and-see approach
00:09:08 – Peter Schaffrik, RBC Capital Markets, Global Macro Strategist
00:15:00 – Dan Ives, Wedbush Securities, Managing Director and Senior Equity Analyst
00:28:15 – Sara Vakhshouri, SVB Energy International, President & Founder
00:36:27 – Mokhethi Shelile, Lesotho Trade Minister
00:43:34 – Turkey set for tricky rate decision
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