胡塞武装迫使沙特油轮绕行非洲，美拟对伊实施金融攻势

ABEER: GOOD MORNING. OUR TOP STORIES THIS MORNING -- THE U.S. TREASURY SECRETARY WARNS IRAN IS FACING AN ECONOMIC D-DAY IS THE U.S. READIES WHAT HE CALLS THE GREATEST FINANCIAL OFFENSIVE EVER MARSHALED AGAINST AN ADVERSARY. TRADE TALKS COLLAPSE. THE U.S. SLAPS 50% TARIFFS ON CANADIAN IMPORTS WHILE CANADA PROMISES COUNTER TARIFFS AND SAYS IT CANNOT SEE THE DISPUTE BEING RESOLVED BEFORE NOVEMBERS MIDTERMS. ALIBABA SHARES TUMBLE AFTER RAISES $10 BILLION IN A SHARE PLACEMENT, AMASSING CASH FOR THE GLOBAL AI RACE.

IT HAS GONE 8:00 A.M. ACROSS THE MERITS. I'M ABEER ABU OMAR. A RISK OFF START TO THE WEEK WHEN IT COMES TO U.S. FUTURES AND ASIAN EQUITIES. WE ARE LOOKING FOR TWO MAJOR THINGS THIS WEEK. NVIDIA EARNINGS COMING OUT ON WEDNESDAY AND JACKSON HOLE ON THURSDAY, THE FED'S ANNUAL MEETING WITH KEVIN WARSH POSSIBLY SHEDDING SOME LIGHT ON WHAT THE FED DECIDES TO DO NEXT. WHEN IT COMES TO THE FUTURES PICTURE THIS MORNING, NOT DOING MUCH. .1% LOWER.

PERHAPS A NEGATIVE START IN THE U.S. TRADING LATER TODAY. ASIAN EQUITIES TAKING THEIR CUES FROM THE FUTURES PICTURE. 1% LOWER. KOSPI WAS DROPPING. LOOKING AT INDIVIDUAL NAMES IN THE EARLY TRADING HOURS. ALIBABA IS ONE OF THEM AND SAMSUNG IS ANOTHER ONE. WINNIE WILL TALK TO US ABOUT WHAT'S HAPPENING IN ASIAN TRADE. THE YIELD ON THE 10 YEAR NOTE, THE BIGGEST STORY OF LAST WEEK CONTINUOUSLY INTO THIS WEEK, DROPPING THIS MORNING TO BASIS POINTS.

ALTHOUGH IT IS UP 4.71%. THE LEVEL IT WAS AT BEFORE THE BUYBACK WAS ANNOUNCED BY SCOTT BESSENT. WE ARE SEEING IT AT QUITE ELEVATED LEVELS. THE 30 YEAR NOTES AT QUITE ELEVATED LEVELS. BRENT CRUDE PRICES, $93 ON THE BARREL. NOTHING MUCH GOING IN THE MIDDLE EAST. WE AWAIT THE PRESS CONFERENCE BY SCOTT BESSENT AND WHAT HE DECIDES TO SAY ABOUT THE ECONOMIC D-DAY MISSION AGAINST IRAN. FOR A DEEP DIVE INTO WHAT'S HAPPENING IN ASIA THIS MORNING, WE'VE GOT WINNIE HSU STANDING BY FOR US IN HONG KONG.

HAPPY MONDAY. WITH HAPPENING? WINNIE: HAPPY MONDAY. WE ARE SEEING ASIAN STOCKS FALLING AT THE BIG -- BEGINNING OF WHAT IS LIKELY TO BE A BUSY WEEK. YOU MENTIONED A CAUTIOUS MOVE AHEAD OF JACKSON HOLE BUT FOR ASIA SPECIFICALLY, IT WILL BE A VERY BUSY EARNINGS WEEK AS WE WILL HAVE MORE THAN 30% OF THE COMPANIES LISTED ON THE MSCI ASIA TO BE REPORTING THIS WEEK. AS YOU MENTIONED, WE ARE SEEING A BIT OF WEAKNESS WHEN IT COMES TO TECH STOCKS SPECIFICALLY IN HONG KONG.

SENTIMENT IS QUITE WEAK WHEN WE STILL HAVE ELEVATED GLOBAL YIELDS BUT SPECIFICALLY, WE ARE LOOKING AT ALIBABA BEING THE KEY DRIVER. HAVING ITS WORST DAY SINCE APRIL AFTER THE COMPANY RAISED $10 BILLION IN A SHARE SALE. THIS IS COMING AS A SURPRISE FOR SOME ANALYSTS GIVEN HOW BIG IT IS AS IT IS HONG KONG'S BIGGEST SECONDARY SHARE SALE EVER SO SOME CONCERN AROUND HOW EARNINGS MAY BE DILUTED AND HOW THE COMPANY ACTUALLY WILL BE MONETIZING GIVEN THE BROAD WEAKNESS IN THE CHINESE ECONOMY.

FLIP THE BOARD FOR A QUICK LOOK AT THE OTHER DRAG OF THE MARKET WHICH IS SAMSUNG, DOWN AROUND 5%. THE COMPANY DID ANNOUNCE THE SHAREHOLDER RETURN PLAN ON FRIDAY BUT SOME DISAPPOINTMENT IN TERMS OF HOW IT IS MORE FOCUSED ON DIVIDENDS INSTEAD OF SHARE BUYBACKS. BACK TO YOU. ABEER: BLOOMBERG'S WINNIE HSU IN HONG KONG WITH THAT MARKET UPDATE. EVERYTHING IN THE RED TODAY IN KOREA. BACK TO THE REGIONAL STORY. OIL DROPPED AFTER TWO WEEKS OF GAINS AS MARKETS WAIT TO SEE THE U.S.

ECONOMIC PLAN FOR IRAN DO TO BE ANNOUNCED LATER TODAY. SAUDI ARABIA IS OVERHAULING HOW THE OIL GETS TO CUSTOMERS AS THE HOUTHIS MAKE IT HARDER TO USE A BACKUP ROUTE THAT HAS BEEN VITAL TO THE GLOBAL ENERGY ECONOMY SINCE THE IRAN WAR STARTED. WE HAVE GOT BLOOMBERG ASIA OIL AND TRADING REPORTER HERE JOINING US FROM SINGAPORE TO DISCUSS THE LATEST REPORTING ON THOSE TRADING ROUTES. GOOD MORNING. WHAT IS SAUDI ARABIA DOING AT THIS POINT TO GET OIL TO CUSTOMERS AROUND THE WORLD?

YONGCHANG: THE SAUDI STORY IS QUITE INTERESTING BECAUSE THEY ARE THE WORLD'S BIGGEST EXPORTER OF CRUDE OIL SO WHAT THEY DO AND HOW THEY GET THAT OIL OUT DESPITE THE WAR WILL BE VERY MUCH IN FOCUS FOR THE MARKETS AND FOR TRADERS. FOR THE LONGEST WHILE, THE SAUDI'S HAVE HAD AN EASY TIME GETTING THE OIL OUT. IT IS AT THE PORTS IN THE GULF -- WITH THE IRAN WAR, IT IS NO LONGER POSSIBLE. IT IS A LONG-STANDING WORKAROUND TO USE THE RED SEA.

THAT IS THE MAIN THING OVER THESE MONTHS TO GET THE OIL OUT, BUT NOW GIVEN THE YEMEN-BASED HOUTHIS ARE NOW THREATENING THAT ROUTE, THE SAUDI'S ARE BEING FORCED TO PIVOT WHAT THEY ARE DOING. THEY ARE TRYING TO USE THE MEDITERRANEAN PORT IN EGYPT, THEY ARE TRYING TO SAIL SOME OF THE OIL OUT OF THE SUEZ CANAL AND TAKING IT POSSIBLY LONGER ROUTE AROUND THE AFRICAN CONTINENT JUST TO GET TO ASIA. IT IS BETTER THAN NOT GETTING THE OIL OUT AT ALL.

THOSE ARE SOME OF THE STOPGAPS, THE WAYS THAT SAUDI ARABIA IS ADDING THE OIL OUT OF THE MARKET. IT HAS BEEN RELATIVELY SUCCESSFUL SO FAR SO WE SEEK OIL PRICES MAINTAINING WHERE THEY WERE RATHER THAN SHOOTING UP, DESPITE THE ONGOING CRISIS. ABEER: OK, RIGHT NOW, ARGUABLY WHAT WE ARE SEEING IS A LITTLE DIFFERENT FROM WHEN THIS WAR STARTED BECAUSE WE ARE SEEING TWO IMPORTANT CHOKEPOINTS -- THE RED SEA AND THE STRAIT OF HORMUZ BEING AFFECTED BY THIS WIDENING WAR IN THE MIDDLE EAST.

I GUESS THIS IS PROBABLY PREMATURE TO ANSWER AT THIS POINT BUT WHAT IS THIS WHOLE THING AND THOSE TWO VERY IMPORTANT CHOKEPOINTS BEING AFFECTED MEAN FIRST -- MEAN FOR FUTURE EXPORT LEVELS? YONGCHANG: IT IS A LITTLE BIT PREMATURE. YOU ARE RIGHT IN THE SENSE THAT IT IS A WORSENING OF THE SITUATION. HORMUZ IS STILL UNDER THREAT. THE RED SEA CHOKEPOINT IS ALSO UNDER THREAT. THAT WILL BE WEIGHING ON THE AMOUNT OF OIL THAT IS BEING EXPORTED BUT WHAT WE WILL SAY IS -- WE HAVE SEEN IN THE PAST COUNTRIES USING SO-CALLED DARK TACTICS.

THEY TURN THE LIGHTS OFF, THE TRAVEL UNDER THE COVER OF NIGHT AND USE ALL KINDS OF METHODS TO GET THEMSELVES OUT OF THESE DANGEROUS WATERS. WHILE ON PAPER THESE CHOKEPOINTS , THESE WATERWAYS ARE DEFINITELY UNDER THREAT AND EFFECTIVELY CLOSED OFF, BUT IN REALITY, WE DO SEE A LOT OF THESE VESSELS THAT HAVE BEEN COMING OUT. WE HAVE TRADERS AND ANALYSTS ESTIMATING DESPITE THE WATERWAYS BEING CLOSED, WE DO SEE FOUR OR 5 MILLION BARRELS A DAY OF OIL FLOWING OUT.

IT IS ANYONE'S GUESS AS TO HOW MUCH OIL IS ACTUALLY COMING OUT. BUT IF THERE ARE WORKAROUNDS, IT MIGHT NOT BE AS BAD AS IT SEEMS. ABEER: ALL RIGHT, THANK YOU FOR MONITORING THAT SITUATION FOR US, YONGCHANG CHIN. LET'S MOVE ON WITH THE STORY U.S. TREASURY SCOTT BESSENT IS DUE TO LAY OUT PLANS FOR ECONOMIC PRESSURE AGAINST IRAN'S TRADING PARTNERS LATER TODAY. THIS IS THE ADMINISTRATION'S LATEST MOVE TO FORCE TEHRAN TO ACCEPT A DEAL TO END THE WAR ON U.S.

TERMS. WRITING IN THE FINANCIAL TIMES, BESSENT SAYS ANY NATION THAT SERVES AS A FINANCIAL ARTERY OF A WITHERING REGIME SHOULD EXPECT TO SHARE IN ITS ISOLATION. TO BECOME A SANCTUARY FOR TERROR IS TO BECOME IN THE EYES OF THE UNITED STATES A GLOBAL PARIAH. TO DISCUSS THIS STORY AND FURTHER ABOUT THE GEOPOLITICAL SITUATION, I AM JOINED BY THE SENIOR FELLOW AT THE FOREIGN POLICY INSTITUTE OF THE JOHNS HOPKINS UNIVERSITY SCHOOL OF ADVANCED INTERNATIONAL STUDIES.

GOOD TO HAVE YOU WITH US. THANK YOU FOR MAKING THE TIME. YOU HEARD WHAT SCOTT BESSENT SAID IN THAT ARTICLE. QUITE STRONG WORDS AGAINST IRAN. IN A NUTSHELL, THAT ECONOMIC ISOLATION PLAN, WE HONESTLY DON'T HAVE THE DETAILS BUT WOULD IT BE EFFECTIVE? AFSHIN: WELL, I THINK WHAT'S EXTRAORDINARY ABOUT THIS PLAN IS IRAN IT IS ALREADY ONE OF THE MOST SANCTIONED COUNTRIES ON EARTH. IN ORDER FOR IT TO REALLY ESCALATE MEANINGFULLY AGAINST IRAN, YOU WILL HAVE TO GO AFTER THE COUNTRIES THAT TRADE WITH IRAN.

WHEN YOU ARE LOOKING AT THE COUNTRIES THAT TRADE WITH IRAN OR DO SIGNIFICANT BUSINESS, YOU ARE LOOKING AT INDIA AND TURKEY, IRAQ, AND CHINA. CHINA IMPORTS ABOUT 80% OF IRAN'S CRUDE OIL EXPORTS. CHINESE ENGINEERING COMPANIES ARE AN IMPORTANT PART OF IRAN'S INFRASTRUCTURE BUILDOUT. CHINA IS IN MANY WAYS IRAN'S ECONOMIC LIFELINE. WHAT WE ARE ABOUT TO HEAR FROM TREASURY SECRETARY SCOTT BESSENT IS

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