Trump Rejects New Iran Peace Offer; Oil Jumps | Horizons Middle East & Africa 5/11/2026

Watch on YouTube ↗  |  May 11, 2026 at 07:08  |  45:30  |  Bloomberg Markets
Speakers
Avril — Bloomberg Reporter in Singapore
Amol Shitole — Head of Fixed Income, Metric Capital
Joumanna Bercetche — Anchor, Bloomberg

Summary

The episode covers the breakdown of U.S.-Iran peace talks, leading to a surge in oil prices and concerns over a prolonged Strait of Hormuz closure. Markets in Asia are focused on the AI trade, with strong demand for memory chips boosting South Korean stocks. Fixed income strategist Amol Shitole sees an opportunity in U.S. Treasuries as growth slows, while African nations face fuel shortages and rising costs.

  • President Trump and Iran rejected each other's peace proposals, threatening a fragile ceasefire.
  • Saudi Aramco warned of a long disruption to oil markets even if the Strait of Hormuz reopens.
  • Asian markets brushed off geopolitical risks, driven by AI and semiconductor demand.
  • SK hynix is experiencing exceptional demand, with customers funding its capex.
  • Mashreq Capital's head of fixed income is bullish on U.S. Treasuries, anticipating a growth slowdown.
  • African countries are facing fuel shortages and price spikes due to disrupted Middle East supplies.
  • U.K. Prime Minister Keir Starmer faced heavy local election losses but vowed to stay on.
  • China confirmed Trump's state visit, raising hopes for trade and AI chip discussions.
Trade Ideas
Avril Bloomberg Reporter in Singapore 3:28
Memory upcycle supports SK hynix long
SK hynix is experiencing extraordinary demand for its memory chips, with customers offering to pay for its capital expenditure. The memory upcycle is expected to persist until 2028, supporting strong earnings and stock performance.
000660.KS HIGH
Amol Shitole Head of Fixed Income, Metric Capital 31:36
U.S. Treasuries will rally as growth slows
U.S. 10-year Treasury yields are attractive at current levels because the economy is heading for a growth slowdown. Despite sticky inflation, weak job growth (three-month average below 50k) and leading indicators point to lower yields ahead. His model predicts yields declining over the next 12 months.
U.S. 10-Year Treasury HIGH
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This Bloomberg Markets video, published May 11, 2026, features Avril, Amol Shitole discussing 000660.KS, U.S. 10-Year Treasury. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Avril, Amol Shitole  · Tickers: 000660.KS, U.S. 10-Year Treasury