Bond and currency traders await the US jobs report, with investors almost fully pricing in a Fed rate cut this month. Also on the show: China’s DeepSeek is working on an AI model with more advanced features to compete with US rivals; oil is heading for a weekly decline ahead of an OPEC+ meeting; MTN Group is once again eyeing its smaller rival, Telkom. Guests include: Gareth Nicholson, Nomura International Wealth Management, Chief Investment Officer and Head of Managed Investments; Livia Gallarati, Energy Aspects, Global Crude Lead; Max Layton, Citi, Global Head of Commodities Research.
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 – Horizons Middle East & Africa
00:00:38 – Market Check, Oil Price
00:02:47 – Jobs Report
00:04:58 – Gareth Nicholson, Nomura International Wealth Management, Chief Investment Officer and Head of Managed Investments
00:13:49 – OPEC+ may boost supplies at weekend meeting
00:20:03 – DeepSeek said to plan new AI model for end of 2025
00:27:09 – Livia Gallarati, Energy Aspects, Global Crude Lead
00:34:29 – Max Layton, Citi, Global Head of Commodities Research
00:43:00 – MTN considering reviving talks to acquire Telkom
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