September 2, 2026

BlackRock: $2.1T in GCC Capex By End of Decade

By Commodities Market Writer / September 2, 2026

BlackRock Investment Institute’s Ben Powell says the Middle East conflict is likely to accelerate the GCC’s push toward economic resilience, diversification and greater self-reliance. He told Horizons Middle East and Africa he expects more regional capital to be deployed domestically, with investment spanning infrastructure, AI, energy and security as Gulf states seek to reduce their exposure to strategic choke points while still generating attractive returns. (Source: Bloomberg)

Information

Major: Treasury Market Is Functioning Normally

By Commodities Market Writer / September 2, 2026

Tradition Dubai Global Macro Advisor Steven Major says the global bond selloff is being driven largely by shifting interest-rate expectations rather than dysfunction or fiscal stress in the US Treasury market. He joined Horizons Middle East and Africa and discussed how persistently high oil prices could force further central-bank tightening, the risks to the dollar if the US economy cools, and why geopolitical anxiety has become a “new normal” for markets. (Source: Bloomberg)

Information

Bond Yields at 5% to 5.25% Pose Risk to Stocks: JPMorgan Private Bank

By Commodities Market Writer / September 2, 2026

Grace Peters, global investment strategy co-head at JPMorgan Private Bank, discusses risks facing investors, including rising bond yields, and why she sees markets ultimately climbing the “wall of worry.” Peters speaks on Bloomberg Television. (Source: Bloomberg)

Information

Energy Angst to Keep Pushing Yields Higher: 3-Minutes MLIV

By Commodities Market Writer / September 2, 2026

Anna Edwards, Lizzy Burden and Adam Linton break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.” (Source: Bloomberg)

Information