Israel Threatens Hamas Over Gaza Kite Launches | Horizons Middle East & Africa 8/25/2026

Watch on YouTube ↗  |  August 25, 2026 at 07:46  |  45:32  |  Bloomberg Markets
Speakers
Abeer Abu Omar — Reporter, Bloomberg London
Rashmi Garg — Senior Portfolio Manager, Al Dhabi Capital
Laura — Middle East DCM Reporter, Bloomberg
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Alan Wong — Managing Editor, Middle East and North Africa, Bloomberg
Julia — Senior Lecturer, School of Law and Governance, Taylor's University

Summary

Bloomberg's Horizons Middle East & Africa covers US Treasury Secretary Bessent's Iran sanctions campaign, US-China tariff risks, a global chip and technology selloff ahead of Nvidia earnings and Jackson Hole, Bitcoin above $80,000, and Middle East developments including Gaza ceasefire pressure and Saudi capital markets reform prospects.

  • Bessent threatens sanctions on any country doing business with Iran and says a major financial institution could be sanctioned by week-end.
  • The US is reportedly considering a 7.5% tariff on China ahead of a Trump-Xi meeting; Canada prepares retaliatory tariffs.
  • Global chip and technology stocks are under pressure ahead of Nvidia earnings and Warsh's Jackson Hole speech.
  • Bitcoin trades above $80,000 on geopolitical and domestic political tailwinds.
  • Treasury yields remain elevated; a portfolio manager flags 5% 10-year and 6% 30-year yields as levels that could roil markets.
  • Nvidia earnings are seen as driven more by commentary and margins than by the earnings result itself.
  • Saudi capital markets regulator change revives hopes for foreign ownership limit reform and potential equity inflows.
  • MTN's buyback surge and Oura's reported IPO are among the corporate and capital-markets headlines.
Ideas
Abeer Abu Omar Reporter, Bloomberg London 2:02
Bitcoin supported above $80,000 by tailwinds.
Bitcoin has broken back above $80,000 and remains well supported by geopolitical and domestic political tailwinds, with rapid acceleration over the past five days putting it on investor watchlists.
BTC MED
Rashmi Garg Senior Portfolio Manager, Al Dhabi Capital 16:49
High yields hurt long-duration growth stocks.
Elevated Treasury yields raise the cost of capital and are likely to push down companies with long-term growth priced into their valuations; the lack of a tangible plan to bring yields down sustainably adds to the concern.
Long-duration growth stocks MED
Rashmi Garg Senior Portfolio Manager, Al Dhabi Capital 18:14
Strong Asian currencies hurt US tech exporters.
The dollar has been falling and some Asian currencies have appreciated against the USD, which is negative for US technology names because they are exporters and currency appreciation hurts them.
XLK MED
Rashmi Garg Senior Portfolio Manager, Al Dhabi Capital 18:56
Watch 10-year at 5%, 30-year at 6%.
If the 30-year Treasury yield approaches 6% or the 10-year Treasury yield approaches 5%, markets will get really roiled; these are key levels to monitor because higher yields raise capital costs and there is no sustainable plan to lower them.
10-Year U.S. Treasury TLT MED
Rashmi Garg Senior Portfolio Manager, Al Dhabi Capital 19:26
Nvidia hinges on commentary and margins.
Nvidia earnings alone have not been the driver recently; the key for the stock is Jensen Huang's commentary on AI capex and returns, clarification on the financing deal, and margin improvement despite high memory prices. If these are clarified or margins improve, the market may like the stock.
NVDA MED
Laura Middle East DCM Reporter, Bloomberg 41:57
Saudi equities could gain from ownership reform.
The new Saudi capital markets regulator chairman is well-connected and expected to push reforms, especially reviewing or lifting the 49% foreign ownership limit; Morgan Stanley estimates this could bring up to $7 billion into Saudi equity markets, though timing is unclear.
KSA MED
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This Bloomberg Markets video, published August 25, 2026, features Abeer Abu Omar, Rashmi Garg, Laura discussing BTC, Long-duration growth stocks, XLK, 10-Year U.S. Treasury, TLT, NVDA, KSA. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Abeer Abu Omar, Rashmi Garg, Laura  · Tickers: BTC, Long-duration growth stocks, XLK, 10-Year U.S. Treasury, TLT, NVDA, KSA