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Hamas appoints Yahya Sinwar as its new political leader. Picking the alleged mastermind of the October 7 assault on Israel is being seen as a blow to cease-fire efforts. Also on the show: Democratic nominee Kamala Harris picks Minnesota governor, Tim Walz, as her White House running mate, in a pitch to reunify the party’s base; and Asian stocks follow a Wall Street rebound with Japan reversing losses as the BOJ deputy governor promises no more rate hikes while markets remain unstable. Guests include: Ayesha Tariq, MacroVisor Co-Founder; Dino Kronfol, Franklin Templeton CIO: Global Sukuk & MENA Fixed Income; and Paul Griffiths, Dubai Airports CEO.

00:00 Intro
04:13 Cathay Pacific places $11B Airbus order
06:47 Ayesha Tariq, MacroVisor Co-Founder
12:03 Yahya Sinwar appointed new Hamas political leader
15:44 Kamala Harris picks Tim Walz as running mate
20:17 Kenya: first interest rate cut in four years
27:15 Dino Kronfol, Franklin Templeton CIO: Global Sukuk & MENA Fixed Income
34:25 Paul Griffiths, Dubai Airports CEO
41:42 Softbank AI bets in focus ahead of earnings
——–
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