Trump Makes New Demands on Iran, Oil Edges Higher | Horizons Middle East & Africa 8/11/2026

Watch on YouTube ↗  |  August 11, 2026 at 08:16  |  46:09  |  Bloomberg Markets
Speakers
Japan's Growth Strategy Minister — Growth Strategy Minister, Japan
Anita — CEO, Capital Partners
Sam — Bloomberg Markets Today Editor
Reporter — Bloomberg Senior Editor
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Onur Ant — Bloomberg Reporter, Dubai
Abeer — Anchor, Bloomberg

Summary

The video covers a standoff over the Strait of Hormuz with oil prices edging higher, as Trump makes demands on Iran. AI financing deals by NVIDIA and Intel drive tech sentiment, while yen weakness persists despite intervention, and Japan's growth minister argues fiscal policy will support the yen. Markets await US inflation data, with bond yields rising and gold above $4,400.

  • Oil prices hold rally as US-Iran Hormuz standoff deepens.
  • NVIDIA seeks $500 billion for AI infrastructure, Intel ups share sale to $20 billion.
  • Yen weakens past 159 vs dollar, market sees further downside absent forceful intervention.
  • Japan's growth strategy minister says fiscal discipline will ultimately boost yen.
  • Amazon's cloud revenue growth of 40% YoY stands out in AI.
  • Asian tech stocks gain on AI supply chain money flow expectations.
  • Gold above $4,400, bonds fall on inflation anxiety ahead of US CPI.
Ideas
Winnie Hsu Bloomberg Reporter (Asia Markets) 3:51
AI funding to boost Asian supply chain.
Intel and NVIDIA raising massive funds for AI infrastructure is likely to drive more capital into the AI supply chain in Asia, benefiting tech-heavy markets like South Korea and Taiwan.
EWY Taiwan Weighted Index LOW
Anita CEO, Capital Partners 12:01
Amazon cloud revenue growth drives outperformance.
Cloud services are the strongest AI area right now, with Amazon reporting cloud revenue growth of 40% year-on-year, showing better visibility and monetization than other AI segments like world models.
AMZN MED
15:01
NVIDIA deal eases circular financing fears.
NVIDIA's latest $500 billion financing deal with top Wall Street firms removes concerns about circular financing and shows strong institutional commitment to the AI buildout and NVIDIA specifically.
NVDA MED
15:36
Intel share sale shows strong demand.
Intel's upsized $20 billion share sale capitalizes on its 400% share price surge over the past year, demonstrating strong investor demand and helping meet its financing needs.
INTC MED
Japan's Growth Strategy Minister Growth Strategy Minister, Japan 21:21
Fiscal discipline will strengthen yen long-term.
Despite intervention, the yen is still pointing lower because the carry trade remains attractive, volatility is low, and it would take oil prices to drop, US inflation to cool, and the AI story to hold up to turn the yen around. Everything still favors a weaker yen.
FXY MED
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This Bloomberg Markets video, published August 11, 2026, features Winnie Hsu, Anita, Japan's Growth Strategy Minister discussing EWY, Taiwan Weighted Index, AMZN, NVDA, INTC, FXY. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Winnie Hsu, Anita, Japan's Growth Strategy Minister  · Tickers: EWY, Taiwan Weighted Index, AMZN, NVDA, INTC, FXY