Horizons Middle East & Africa 10/XX/2025

Anduril Industries CEO Brian Schimpf has highlighted the ongoing geopolitical tensions with China, indicating that American companies must brace for a prolonged conflict. This sentiment comes as President Donald Trump threatens to raise tariffs on Chinese goods, which could further strain economic relations. Understanding these dynamics is crucial for businesses and investors as they navigate the complexities of international trade and security.

Wheaton Precious Metals CEO Randy Smallwood is optimistic about the future of gold, predicting it could reach $5,000 an ounce within the next year and potentially soar to $10,000 by the end of the decade. This bullish outlook is significant as it reflects confidence in the precious metals market, which could influence investment strategies and economic stability.

The latest report from the University of Michigan reveals that US consumer sentiment has slightly declined in October, with the index dropping to 55 from 55.1 in September. Although this marks the lowest level in five months, it still surpasses economists' expectations as per a Bloomberg survey. This information is crucial as it reflects consumer expectations about inflation and economic conditions, which can influence spending and investment decisions.

Ryan Coogler and Sev Ohanian from Proximity Media recently shared their insights on the future of filmmaking during a discussion with Bloomberg's Lucas Shaw in Los Angeles. They emphasized their commitment to pushing the boundaries of storytelling in Hollywood, which is crucial as the industry evolves. Their vision for Proximity Media aims to create innovative and diverse narratives that resonate with audiences, making this conversation not just relevant but essential for anyone interested in the future of cinema.

Lucy Guo, the Founder and CEO of Passes, is making waves in the creative industry by discussing her vision for an ideal platform for creators at Bloomberg Screentime in Los Angeles. Her insights are part of the 2025 Ones to Watch list, highlighting the importance of innovation in media, music, and entertainment. This matters because it showcases how new platforms can empower creators and reshape the industry landscape.

Bloomberg Businessweek's editor Brad Stone recently highlighted the emerging talents in media, music, and entertainment during the 2025 Ones to Watch event in Los Angeles. This celebration not only showcases the innovative individuals shaping Hollywood's future but also emphasizes the evolving landscape of entertainment, making it a significant moment for industry enthusiasts and aspiring creators.

Marie-Pierre de Bailliencourt, director of the Institut Montaigne, has declared that the French government has failed its voters, marking what she calls an 'end of an era' for the old political class. She emphasizes the need for change and reform in response to new geopolitical challenges, suggesting that the current political landscape is ripe for transformation. This perspective is significant as it highlights the potential for much-needed reforms that could benefit the French populace, indicating a shift towards a more responsive and modern governance.

The Bloomberg Brief video released on October 10, 2025, provides a concise overview of the latest developments in finance and market trends. This video is significant as it helps viewers stay informed about critical economic changes and investment opportunities, making it a valuable resource for both casual viewers and financial professionals.

Goldman Sachs Asset Management's James Reynolds has highlighted that there will be significant variations in performance among private credit managers. This insight is crucial for investors as it underscores the importance of careful selection in a market where results can differ widely.

Japan's long-standing governing coalition has collapsed, marking a significant shift in the political landscape after providing stability for 25 years. This unexpected turn has sent shockwaves through the markets and poses a serious challenge for the new ruling party leader, Sanae Takaichi. The implications of this collapse could lead to uncertainty in governance and economic policies, making it a crucial moment for Japan's future.

The US has stepped in to support Argentina's peso, a move that analysts believe could stabilize the country's economy. This assistance is crucial as Argentina faces significant financial challenges, and the backing from the US may help restore investor confidence. Understanding these developments is important for anyone interested in global markets and economic trends.

JPMorgan's Hugh Gimber recently highlighted that Europe and the UK are becoming more appealing for investors looking to diversify away from the tech-heavy US market. With lower exposure to technology stocks, these regions present a unique opportunity for those seeking balance in their portfolios. This shift is significant as it suggests a potential change in investment strategies, encouraging a broader view of global markets.

Kalshi has successfully raised over $300 million, highlighting a growing interest in prediction market platforms. This funding not only underscores the potential of such markets to revolutionize how people engage with financial forecasting but also reflects a broader trend in the financial technology sector. As more investors recognize the value of prediction markets, Kalshi is poised to play a significant role in shaping the future of trading and investment strategies.

The Keystone XL pipeline is being highlighted as a potential catalyst for strengthening ties between the US and Canada, according to Carney. This development is significant as it could enhance energy cooperation and economic collaboration between the two nations, fostering a more integrated approach to energy security and environmental sustainability.

Kevin O’Leary emphasizes that starting a business during chaotic times can lead to significant opportunities. He believes that disruption creates pathways for innovation and success, encouraging entrepreneurs to embrace challenges rather than shy away from them. This perspective is particularly relevant as many industries face upheaval, suggesting that those willing to take risks may find themselves ahead in the game.

Switzerland is optimistic about finalizing an updated trade deal with China early next year, which could enhance economic ties and open new markets for Swiss businesses. This agreement is significant as it reflects Switzerland's commitment to strengthening its international trade relationships and could lead to increased investment and collaboration between the two nations.

Brazil's trading firm Timbro is making a significant move by entering the coffee export market, recognizing the potential for growth in this sector. This decision not only highlights Timbro's ambition but also reflects the increasing global demand for Brazilian coffee. As the company expands its operations, it could contribute positively to the local economy and create new opportunities for coffee producers in Brazil.

Analysts are buzzing about potential deals in the pharmaceutical sector, particularly focusing on AstraZeneca and Eli Lilly as the next big players after Pfizer. This speculation is significant as it highlights the ongoing evolution and competition within the industry, which could lead to innovative treatments and improved healthcare options for patients.