Longest Rally in 20 Years Snaps; Israel Operations in Gaza: Horizons Middle East & Africa 5/6/2025

The S&P halted its longest rally in about 20 years. Ford suspended full-year guidance, warning auto tariffs will crash into profits; Israel’s security cabinet voted to intensify military operations in Gaza, calling up tens of thousands of extra reservists… while also deciding on aid distribution in the Palestinian territory; and the Trump administration continues to tease trade deals that could shift investor sentiment. Treasury Secretary Scott Bessent argues Trump’s policies will solidify the US position as the home for global capital. Guests on the show include: Ankita Pathak, Ionic Asset Management Fund Manager and Global Equities & Macro Strategist; and Rudy Saadi, Citi, Managing Director and Head of MENA ECM.

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
00:03:29 – Dollar snaps 2-day decline, stock futures dip
00:07:38 – Trump talk dominates first day of Milken conference
00:12:10 – Ankita Pathak, Ionic Asset Management Fund Manager and Global Equities & Macro Strategist
00:17:55 – Israel to step up military operations in Gaza
00:25:55 – Rudy Saadi, Citi Managing Director and Head of MENA ECM
00:33:37 – Adani Ports revives global expansion plans
00:40:57 – Incoming German Chancellor Merz faces host of challenges
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source