Trump Hints Lasting Iran Truce; Israel-Lebanon Ceasefire | Horizons Middle East & Africa 4/17/2026

US President Donald Trump says the US and Iran could clinch a permanent ceasefire, with talks possibly resuming this weekend. Also on the show: Israel and Lebanon agree to a 10-day ceasefire;  TSMC’s shares fell despite robust first-quarter earnings and an upbeat full-year sales guidance; Bank of Israel governor says the country’s markets remain remarkable resilient despite geopolitical shocks; IEA chief says it could take up to two years to restore oil and gas output disrupted by the war. Guests include: Rajeev Sibal, Senior Global Economist, Morgan Stanley; David Cowan, Citibank, Senior Economist for Africa.

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
00:05:16 – Trump says deal with Iran ‘looking very good’
00:08:24 – Rajeev Sibal, Senior Global Economist, Morgan Stanley
00:15:08 – TSMC drops over reliance on hyperscalers for growth
00:18:56 – Yaron: markets take positive view on Israel
00:27:48 – Israel and Lebanon begin 10-day US-brokered truce
00:29:56 – David Cowan, Citibank, Senior Economist for Africa
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