Buzzberg Cup Live

US Launches Fresh Strikes on Iran | Horizons Middle East & Africa 7/16/2026

Watch on YouTube ↗  |  July 16, 2026 at 07:24  |  46:01  |  Bloomberg Markets
Speakers
Angelina Lai — CIO Asia & Middle East, St. James's Place
Jean-Paul — Market Analyst, Bit Tauro
Anthony — Nigeria Bureau Chief, Bloomberg

Summary

The episode covers escalating U.S.-Iran strikes and Strait of Hormuz risks, global market moves including a chip selloff, TSMC earnings anticipation, and South Korea’s rate hike. Guests discuss inflation-linked bonds, fixed income attractiveness, TSMC's AI-driven growth, and Dangote's dollar pricing putting pressure on the naira. The IEA warns on energy security, while Apple's China AI approval boosts Chinese tech.

  • U.S. launches fresh strikes on Iran; Trump vows to secure Strait of Hormuz, oil prices oscillate around $85.
  • South Korea raises rates first time since 2023; KOSPI plunges on chip weakness and leveraged ETF measures.
  • Traders push back Fed rate hike expectations after softer U.S. PPI; focus turns to PCE inflation.
  • Angelina Lai of St. James's Place sees cheap inflation protection in TIPS and attractive compensation in fixed income.
  • TSMC earnings seen as critical AI demand test; analyst Jean-Paul expects strong capex and continued industry growth.
  • Dangote refinery shifts to dollar pricing, threatening renewed pressure on the Nigerian naira.
  • Apple receives China approval for AI features, giving a tailwind to Alibaba and Tencent.
  • Dubai tycoon Mohamed Alabbar plans $20 billion Syria redevelopment amid easing sanctions.
Ideas
Angelina Lai CIO Asia & Middle East, St. James's Place 15:00
High real yields favor fixed income
Real yields on long-term U.S. bonds are at multi-year highs, making fixed income attractive relative to the narrow, highly valued equity leadership. She is happily compensated in fixed income given equity volatility.
TLT MED
Angelina Lai CIO Asia & Middle East, St. James's Place 17:03
TIPS offer cheap inflation protection
Inflation-linked bonds offer cheap protection against inflation risk because breakeven levels are at reasonable levels. The manager has been adding more inflation-linked bonds to portfolios as a hedge.
TIP MED
Anthony Nigeria Bureau Chief, Bloomberg 20:42
Naira faces significant depreciation pressure
Dangote refinery switching to dollar pricing for petroleum products will sharply increase demand for dollars from local distributors, placing significant depreciation pressure on the Nigerian naira.
NGN/USD MED
Jean-Paul Market Analyst, Bit Tauro 33:09
Long TSMC on strong AI capex
AI demand remains extraordinarily strong, as confirmed by very bullish ASML guidance and expected capex expansion. TSMC is the critical foundry riding this growth, with capex likely above consensus and the industry set to grow for years.
TSM HIGH
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This Bloomberg Markets video, published July 16, 2026, features Angelina Lai, Anthony, Jean-Paul discussing TLT, TIP, NGN/USD, TSM. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Angelina Lai, Anthony, Jean-Paul  · Tickers: TLT, TIP, NGN/USD, TSM