US-Iran Deal Details Emerge; Bonds Rally Ahead of Fed | Horizons Middle East & Africa 6/17/2026

Watch on YouTube ↗  |  June 17, 2026 at 09:11  |  46:13  |  Bloomberg Markets
Speakers
Amar Bashir — Head of Fixed Income, Wealthbrix Capital Partners
John Giordano — United States Ambassador to Namibia
Robert Abramowicz — Anchor, Bloomberg
Stephen Stefanski — Asia Energy Coverage Lead, Bloomberg
Rosalind Mathieson — Head of Content, Blockworks
Mark Regev — Former Israeli Ambassador to the UK

Summary

The episode covers the emerging US-Iran interim peace deal and its market implications, including a drop in oil below $80 and a rally in bonds ahead of the Fed meeting under new chair Kevin Warsh. Amar Bashir of Wealthbrix argues that falling oil reduces inflation pressures, justifying fading rate hike expectations in US and UK bonds, and that the US dollar will weaken further, benefiting emerging market currencies. US Ambassador John Giordano pitches Namibia as a uranium play to power AI data centers. Other segments address Sudan's pivot from Iran, G7's renewed Ukraine focus, and AI access tensions.

  • US-Iran interim peace deal draft includes oil export rights, a $300 billion development fund, and eventual unfreezing of assets, sending Brent below $80.
  • Bond markets rally globally as lower oil eases inflation fears; Amar Bashir says rate hike expectations for the Fed and BoE are overpriced.
  • New Fed chair Kevin Warsh expected to deliver a balanced statement, remove easing bias, and adopt a wait-and-see mode.
  • Bashir also expresses a structural negative view on the US dollar, favoring long EM currency positions.
  • Oil market commentary notes a gap between Trump's immediate opening claims and the MOU's 30-day timeline for normal shipping.
  • US Ambassador to Namibia highlights uranium demand from AI data centers and US investment in Namibian critical minerals.
  • Sudan's army scales back Iranian weapons purchases to win US support for ending its civil war.
  • G7 leaders discuss strengthening Russian oil sanctions and AI access rules while trying to refocus Trump on Ukraine.
Ideas
Amar Bashir Head of Fixed Income, Wealthbrix Capital Partners 10:01
Fade rate hikes via US/UK bonds
The US-Iran peace deal reduces oil prices and inflation, removing the need for further rate hikes by major central banks like the Fed and Bank of England. The bond market is still pricing about 30–35 basis points of hikes over the next year, which is too aggressive. The Fed under new chair Kevin Warsh may avoid hiking, and the Bank of England has already tightened financial conditions by pricing out cuts. U.S. and UK government bonds are attractive because rate hike expectations should be faded.
TLT UKGILT HIGH
Amar Bashir Head of Fixed Income, Wealthbrix Capital Partners 13:55
Short USD, long EM currencies
The US dollar is negative long-term because interest rate differentials will narrow, US fiscal dynamics are poor, policy uncertainty and tariffs persist, and broad positive risk sentiment will lift emerging markets. The dollar is overpriced, and short positions should be focused on emerging market currencies, which benefit in a global growth and risk-on environment.
EMLC HIGH
John Giordano United States Ambassador to Namibia 28:58
Namibia uranium investment opportunity
Namibia is a rule-of-law, transparent country with vast critical minerals, especially uranium. AI hyperscale data centers will require nuclear power, driving uranium demand. The US is mobilizing over $30 billion for critical minerals globally and views Namibia as a trusted partner for secure supply chains. US companies are already exploring opportunities, and further investment is expected, making Namibia and uranium attractive.
Namibia URA MED
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This Bloomberg Markets video, published June 17, 2026, features Amar Bashir, John Giordano discussing TLT, UKGILT, EMLC, Namibia, URA. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Amar Bashir, John Giordano  · Tickers: TLT, UKGILT, EMLC, Namibia, URA