Trump Says Hamas Will Disarm as Gaza Deal Advances | Horizons Middle East & Africa 7/31/2026

Global markets rebound as Korean stocks surge a record 17% on renewed optimism around AI spending, while Japan’s central bank holds rates at 1% and traders assess the outlook for the economy, inflation and global technology demand.
In geopolitics, President Trump says Hamas will disarm as questions remain over the Gaza peace deal. The US and Board of Peace have outlined a 200-to-350-day timeline, while Saudi Arabia discusses a potential Red Sea security alliance. The US-Iran conflict continues to spread across the Middle East.
In corporate news, Apple shares fall after mixed results and a weak forecast, with supply constraints expected to weigh on the fourth quarter. Amazon’s cloud business posts its fifth consecutive quarter of growth, while Anthropic says AI security tests uncovered attacks involving three organizations.
Elsewhere, Saudi Arabia’s GDP contracts 4.8% year-on-year amid an oil-sector downturn, Egypt unlocks around $1.8 billion in IMF funding, Shell discusses challenges in the Middle East, Spain deploys troops amid a surge in immigration, and Ethiopian Airlines reports slower revenue growth. Guests includes Rashmi Garg, Al Dhabi Capital Senior Portfolio Manager,; Hiromi Ishihara, Amundi Japan Equity Investment Head; Ian Parmeter, Former Australian Ambassador to Lebanon, Australian National University Research Scholar; and Wael Sawan, Shell CEO.

Chapters:
00:00:00 – Introduction
00:04:49 – BOJ Keeps Overnight Call Rate at 1%
00:09:26 – Trump Claims Gaza Breakthrough
00:12:45 – Rashmi Garg, Al Dhabi Capital Senior Portfolio Manager
00:19:19 – Apple Tumbles on Mixed Results and Weak Forecast
00:27:05 – Hiromi Ishihara, Amundi Japan Equity Investment Head
00:32:08 – Ian Parmeter, Former Australian Ambassador to Lebanon, Australian National University Research Scholar
00:38:26 – Wael Sawan, Shell CEO
00:40:40 – Saudi Arabia GDP Shrinks
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