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UK Budget Less Damaging, But Still Not Good News: Chatham Financial's Jackie Bowie

UK Chancellor Rachel Reeves did enough in her budget to help her and Prime Minister Keir Starmer survive, with markets also responding positively.

UK Chancellor Rachel Reeves did enough in her budget to help her and Prime Minister Keir Starmer survive, with markets also responding positively. Reeves boosted her fiscal buffer to £22 billion, with tax rises totaling £26 billion. Jackie Bowie, Managing Partner and EMEA Head at Chatham Financial called the budget 'less damaging' than expected. She spoke to Bloomberg's Joumanna Bercetche on Daybreak Europe. (Source: Bloomberg)
Bloomberg MarketsNov 27, 9:03 AM
CAP

Odd Lots: Graham Allison on Risks of a US-China War (Podcast)

The US and China are in a “Thucydides Trap,” whereby the risk of war is heightened when an established power is threatened by a rapidly rising power.

The US and China are in a “Thucydides Trap,” whereby the risk of war is heightened when an established power is threatened by a rapidly rising power. This is the framework that’s been popularized by Graham Allison, the Douglas Dillon Professor of Government at Harvard University. Professor Allison has been writing about China and the US-China relationship for decades. He’s been focused on the growing odds of a violent conflict between the two powers. On...
Bloomberg MarketsNov 27, 9:00 AM
CAP

Venezuela Bans Airlines That Halted Operations on US Warning

Venezuela has revoked the operating licenses for several carriers that paused flights to the South American nation following a security warning from the US Federal Aviation Administration.

Venezuela has revoked the operating licenses for several carriers that paused flights to the South American nation following a security warning from the US Federal Aviation Administration.
Bloomberg MarketsNov 27, 8:57 AM
CAP

Venezuela Bans Airlines That Halted Operations After US Warning

Venezuela has revoked the operating licenses for several carriers that paused flights to the South American nation following a security warning from the US Federal Aviation Administration.

Venezuela has revoked the operating licenses for several carriers that paused flights to the South American nation following a security warning from the US Federal Aviation Administration.
Bloomberg MarketsNov 27, 8:57 AM
CAP

Goldman Says Profit, Dividend Growth to Drive Stocks in 2026

Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the prospect of Federal Reserve rates at about 3% by the middle of next year, ongoing economic growth and "some moderation in the dollar" bodes well for stocks in 2026.

Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the prospect of Federal Reserve rates at about 3% by the middle of next year, ongoing economic growth and "some moderation in the dollar" bodes well for stocks in 2026. "Aggregate upside I think is limited because valuations are reasonably high," Oppenheimer tells Bloomberg Television. "But we're going to get profit and dividend growth and that should really drive equities." (Source: Bloomberg)
Bloomberg MarketsNov 27, 8:56 AM
REG

Nigeria Taps Ex-Intelligence Chief as US Envoy as Tensions Rise

Nigerian President Bola Tinubu named a former intelligence chief as his top envoy to the US, seeking to ease tensions after Donald Trump warned of possible military action over claims that Christians are being systematically killed by Islamist militants in the West African nation.

Nigerian President Bola Tinubu named a former intelligence chief as his top envoy to the US, seeking to ease tensions after Donald Trump warned of possible military action over claims that Christians are being systematically killed by Islamist militants in the West African nation.
Bloomberg PoliticsNov 27, 8:45 AM
REG

Nigeria Taps Ex-Intel Chief as US Envoy as Tensions Rise

Nigerian President Bola Tinubu named a former intelligence chief as his top envoy to the US, seeking to ease tensions after Donald Trump warned of possible military action over claims that Christians are being systematically killed by Islamist militants in the West African nation.

Nigerian President Bola Tinubu named a former intelligence chief as his top envoy to the US, seeking to ease tensions after Donald Trump warned of possible military action over claims that Christians are being systematically killed by Islamist militants in the West African nation.
Bloomberg PoliticsNov 27, 8:45 AM
CAP

Zaman: Markets Are Pricing in More Fed Rate Cuts

Global equities are close to erasing their November losses as rising bets for Fed rate cuts revive markets.

Global equities are close to erasing their November losses as rising bets for Fed rate cuts revive markets. Mahjabeen Zaman, Head of FX Research at ANZ told Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche that additional easing now being priced in is improving sentiment toward risk assets. (Source: Bloomberg)
Bloomberg MarketsNov 27, 8:11 AM
CAP

Munro: Uncertainty in the UK Having a Knock-On Effect

The UK will impose a tax on homes valued at more than £2 million, the latest blow to the country’s already struggling housing market.

The UK will impose a tax on homes valued at more than £2 million, the latest blow to the country’s already struggling housing market. Clementine Munro, Private Office Advisor at Allsopp & Allsopp told Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche that while the mansion tax may appear benign for the wealthy, there is a real sense of fatigue in the UK with the ongoing uncertainty and it’s having a clear knock-on effect.
Bloomberg MarketsNov 27, 8:09 AM
CAP

Horizons Middle East & Africa 11/27/2025

Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions.

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. Global equities are close to erasing their November losses as rising...
Bloomberg MarketsNov 27, 7:59 AM