Financial giants are taking a fresh look at how a Donald Trump victory could play out in the bond market. Also on the show: IDF orders Khan Younis Evacuation, Blinken warns of Hezbollah war, investors cautiously welcome South Africa’s cabinet, Lagarde says ECB needs time to weigh inflation uncertainties, BYD sales rise, close to overtaking Tesla.
00:00 Introduction
04:22 Satyajit Singh on French elections, US bonds
12:57 Israel orders Palestinians to flee Khan Younis
19:14 Investors welcome South Africa’s cabinet, with reservations
27:01 Isabelle Scemama, AXA IM Alts Global Head
31:44 Lagarde says ECB needs time to weigh inflation uncertainties
38:53 Mideast sovereign deals at 15-year high
43:03 BYD sales rise, close-in on Tesla
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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