Houthis Force Saudi Tankers to Reroute Around Africa | Horizons Middle East & Africa 8/24/2026

Watch on YouTube ↗  |  August 24, 2026 at 06:32  |  45:33  |  Bloomberg Markets
Speakers
Afshin Molavi — Senior Fellow, Johns Hopkins SAIS
Guest — Managing Director, Capital
Anthony Stevens — Bloomberg Market Producer
Alan Siow — Co-Head of Emerging Market Corporate Debt, Ninety One
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Yongchang Chin — Reporter, Bloomberg

Summary

The video covers escalating geopolitical and trade tensions, including the US preparing an economic isolation plan against Iran and the collapse of US-Canada trade talks resulting in reciprocal tariffs. In markets, investors are assessing the impact of Alibaba's massive $10 billion share sale and Nvidia's reported price hikes for AI servers ahead of its earnings. Additionally, the program highlights Saudi Arabia's efforts to reroute oil shipments away from the Red Sea and Abu Dhabi's strategic push to take infrastructure assets private.

  • US readies a major economic isolation plan targeting Iran's trading partners.
  • US-Canada trade talks collapse, leading to 50% US tariffs and $20B in Canadian counter-tariffs.
  • Alibaba shares tumble following a $10 billion secondary share sale to fund AI investments.
  • Nvidia reportedly raises AI server prices by over 15% to offset rising memory costs.
  • Saudi Arabia reroutes oil shipments around Africa to avoid Houthi threats in the Red Sea.
  • Abu Dhabi's sovereign wealth fund moves to take strategic infrastructure assets private.
  • Analysts expect weaker US labor data to cap long-term Treasury yields and support markets.
Ideas
Afshin Molavi Senior Fellow, Johns Hopkins SAIS 13:36
Prolonged chokepoint threats will drive oil higher.
While workarounds and dark ship transfers have temporarily kept oil flowing, the continued threat to the critical chokepoints of the Strait of Hormuz and the Red Sea cannot persist much longer without causing oil prices to tick upward and create a more inflationary global environment.
WTI MED
17:22
Weaker economic data will cap long-term yields.
The recent Treasury buyback is only a short-term fix for elevated yields, but upcoming data is expected to show a weakening labor market and cooling inflation, which will price out near-term rate hikes, bring down short-term yields, and cap long-term yields, ultimately supporting broader asset markets.
SPY TLT MED
Anthony Stevens Bloomberg Market Producer 27:51
Discounted share sale validates short-term Alibaba skepticism.
Alibaba's massive $10 billion secondary share sale, priced at a 3.5% discount to fund its AI and cloud investments, is highly dilutive and likely validates the short-term skepticism of investors who have been taking money off the table.
BABA MED
Anthony Stevens Bloomberg Market Producer 30:00
Nvidia's price hikes test customer cost tolerance.
Nvidia is raising AI server prices by over 15% to pass on rising memory costs, creating an uncertain setup heading into earnings as the market waits to see if major hyperscaler customers will absorb these costs or accelerate the development of their own custom chips.
NVDA MED
Alan Siow Co-Head of Emerging Market Corporate Debt, Ninety One 36:33
Overlooked infrastructure assets offer durable long-term value.
Infrastructure assets offer a durable, long-term investment opportunity that is currently being overlooked by public markets overly focused on AI, which is driving strategic investors and sovereigns to opportunistically take these assets private at a premium.
PAVE MED
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This Bloomberg Markets video, published August 24, 2026, features Afshin Molavi, Anthony Stevens, Alan Siow discussing WTI, SPY, TLT, BABA, NVDA, PAVE. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Afshin Molavi, Anthony Stevens, Alan Siow  · Tickers: WTI, SPY, TLT, BABA, NVDA, PAVE