Nvidia beats forecasts but investors shrug, raising fresh doubts about whether the AI boom can keep powering the markets. Also on the show: the US and Iran are set to resume nuclear talks amid fears of renewed US strikes if the two fail to reach an agreement; South Africa’s latest budget is being seen as a turning point for the country’s public finances; India and Israel are strengthening ties in the areas of defense, trade and counter-terrorism; high-stakes standoff unfolding between the Pentagon and Anthropic. Guests include: Paul Mackel, HSBC, Global Head of FX Research; Kgothatso Baloyi, RMB, Trading Structurer.
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
00:05:15 – Nvidia 1Q revenue outlook tops lofty estimates
00:13:12 – Paul Mackel, HSBC, Global Head of FX Research
00:18:48 – US, Iran set to resume nuclear talks in Geneva
00:28:13 – Kgothatso Baloyi, RMB, Trading Structurer
00:34:16 – Amir Yaron, Israeli Central Bank Governor
00:36:37 – India and Israel deepen ties with defense, trade pledge
00:42:00 – Anthropic-Pentagon feud over AI guardrails
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