Trump Warns Iran to Move Fast; Bond Selloff Deepens | Horizons Middle East & Africa 5/18/2026
Speakers
Ayesha Tariq
— Co-Founder, Macrovisor
CEO of Oando
— CEO
Rachel Ziemba
— Founder, Ziemba Insights
Joumanna Bercetche
— Anchor, Bloomberg
Summary
The episode covers intensifying Iran-U.S. tensions, a deepening bond selloff, and oil prices above $110. It also discusses China's agricultural commitment, the AI trade's resilience, and regional geopolitical developments including the Israel-Lebanon ceasefire extension and UK political uncertainty.
- Iran war deadlock and Trump's 'clock ticking' warning keep oil prices elevated.
- Global bonds sell off as inflation fears rise; 10-year U.S. yield near 4.6%.
- China agrees to buy $17 billion of U.S. agricultural goods annually through 2028.
- Ayesha Tariq highlights AI supply chain beneficiaries South Korea and Taiwan.
- Israel-Lebanon ceasefire extended by 45 days as talks continue.
- Nigeria's Oando sees windfall from higher oil prices and plans to ramp up drilling.
- UK Labour leadership contest revives Brexit debate amid political uncertainty.
- S&P upgrades Nigeria's credit rating for first time in 14 years.
Trade Ideas
Taiwan benefits from AI supply chain.
Taiwan is a key beneficiary of the AI trade due to its dominant role in the AI supply chain (semiconductors, chipmaking), and this will drive investment and earnings growth despite higher oil prices and yields.
South Korea benefits from AI supply chain.
South Korea is a key beneficiary of the AI trade due to its strong position in the AI supply chain (semiconductors, memory, etc.), and this will drive investment and earnings growth despite higher oil prices and yields.
Up Next
This Bloomberg Markets video, published May 18, 2026, features Ayesha Tariq discussing EWT, EWY. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Ayesha Tariq · Tickers: EWT, EWY