Horizons Middle East & Africa: Iran Decision Nears, Lula's Record Fourth Term, and Israel's Pivotal Election

A morning edition of Bloomberg's Horizons Middle East & Africa from Dubai, hosted by Abeer Abu Omar, covering the day's top geopolitical stories alongside live market checks. The program moves from macro data and central bank expectations to on-the-ground reporting from correspondents in Hong Kong, São Paulo, Jerusalem, and London, with commentary from Bloomberg editors and bank strategists.

■ Markets & Central Banks
- U.S. equity futures recovery after a volatile week in the AI trade, ahead of Microsoft, Alphabet, and Amazon earnings
- Fed, ECB, and Bank of Japan rate decisions, plus inflation and hawkish-hold expectations
- Asian session coverage: Korea, Hong Kong, Japan, and Chinese equities rotation into value names
- Oil, Brent crude levels, and U.S. 10-year Treasury yields
■ Geopolitics & Elections
- Iran: Trump's choice between a deal or renewed strikes, U.S. military buildup in the Persian Gulf, Saudi attacks, and a planned regional meeting
- Brazil: Lula's runoff victory for a record fourth term, annulment calls, and market reaction
- Israel: election eve, Netanyahu's national security record, and coalition and regional implications
■ Expert Analysis & World News
- Interviews on inflation, fiscal concerns, AI capex, and the path to rate cuts
- Senegal budget standoff and IMF program, France's Moody's rating, Serbia, Venezuela, and Europe's defense statement