Israel’s election remains deadlocked, with neither Benjamin Netanyahu nor Gadi Eisenkot’s bloc reaching the 61 seats needed for a majority. Arab parties could become crucial in coalition talks, while Natan Sachs discusses what the result means for Israel’s political direction and Iran policy.
Regional tensions stay high. The Houthis say they targeted Aramco’s Ras Tanura refinery, while Saudi Arabia reports intercepting missiles and drones. The US has reportedly warned Gulf states about possible renewed strikes on Iran after the midterms. Saudi, Turkish, Pakistani and Qatari officials continue diplomatic efforts with Tehran, and oil rebounds as escalation risks rise.
Markets turn back toward AI. Asian stocks climb, Taiwan and Japan gain, and SK hynix posts stronger earnings while outlining major shareholder returns and warning memory shortages could persist through 2030. Big Tech earnings, Meta’s $25 billion stock sale and Anthropic’s reported JPMorgan IPO mandate keep AI financing in focus.
Ryan Lemand expects the Fed to hold rates now and hike again in December, while Casey Sprake says supply shocks have pushed US inflation higher.
Elsewhere, Standard Chartered, UBS, Santander and BNP Paribas report earnings; Dangote’s refinery IPO reaches its fundraising target; Morocco moves ahead of South Africa in an African investment ranking; and the UK budget comes into focus.
Chapters:
00:00:00 – Introduction
00:08:18 – Netanyahu, Eisenkot neck to neck in Israel Elections
00:12:07 – Khamenei reiterates conditions to end war with US
00:15:02 – Ryan Lemand, Neovision Management CEO & Co-Founder
00:26:29 – JIO Soars on IPO Debut
00:30:49 – Julia Roknifard, Taylor’s University Malaysia Senior Lecturer
00:37:49 – US big tech earnings this week to test ai trade
00:43:13 – Huge demand seen for Dangote IPO
00:50:57 – Israel faces coalition talks after tight vote
00:57:17 – Aramco contains fire near as tantra after attack
01:01:30 – Casey Sprake, AG Capital Market Strategist
01:13:55 – Natan Sachs, Middle East Institute Senior Fellow
01:25:07 – Morocco tops South Africa in investment ranking
01:30:07 – UK Chancellor John Healy to deliver budget today
——–
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