OSSA
President Trump exempts phones, computers and popular consumer electronics from his 125% China tariffs, but says it’s only temporary; Iran says its first formal nuclear discussions with the Trump administration were constructive.
Guests include Amer Bisat, Lebanon’s Economy Minister, who tells us exclusively that the IMF program is necessary and will help drive economic growth; Mitesh Parikh, Schonfeld Global Co-Head of Discretionary Macro & Fixed Income; and Burcu Ozcelik, RUSI Senior Research Fellow, Middle East Security.
Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.
Chapters:
00:00:00 – Introduction
00:06:48 – President Trump exempts phones and electronics from China tariffs
00:09:48 – Mitesh Parikh, Schonfeld Global Co-Head of Discretionary Macro & Fixed Income
00:16:49 – Chris Wright, US Secretary of Energy
00:20:00 – South Africa scraps VAT increase proposal
00:26:40 – Amer Bisat, Lebanon’s Economy Minister
00:37:10 – Burcu Ozcelik, RUSI Senior Research Fellow, Middle East Security
00:43:08 – Earnings: Goldman Sachs expected to benefit from tariffs chaos
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