美摧毁五艘伊朗油轮，布伦特原油逼近100美元

ABEER: THIS IS "HORIZONS MIDDLE EAST & AFRICA." OUR TOP STORIES. TENSIONS A SURGE. U.S. FORCES DESTROY FIVE IRANIAN OIL TANKERS AFTER ATTEMPTED STRIKES ON A NAVY SHIP. THE LATEST TIT-FOR-TAT ATTACKS RAISING THE RISK OF A BROADER CONFRONTATION. CRUDE CLIMBS. TEHRAN WARNS MORE VESSELS IN THE PERSIAN GULF COULD BE TARGETED. STRIKES ON SAUDI ENERGY FACILITIES LED TO FEARS OF A BROADER ESCALATION AND DEEPER SUPPLY DISRUPTIONS.

TREASURY SECRETARY SCOTT BESSENT DARES TRADERS TO BET AGAINST HIS PUSH FOR A STRONGER AGAIN. HE DECLARES, I AM THE HOUSE, AS THE CURRENCY CLOSES IN ON ITS STRONGEST LEVEL THIS YEAR. IT HAS JUST GONE 8:00 A.M. ACROSS THE EMIRATES. LET'S GIVE YOU A GLIMPSE OF WHAT IS HAPPENING ACROSS RISK ASSETS THIS MORNING. U.S. FUTURES NOT DOING MUCH. I FEEL LIKE THIS HAS BEEN THE PICTURE OVER THE PAST FEW DAYS. FLAT TO THE UPSIDE. S&P 500 DID CLOSE IN THE RENT, ALTHOUGH WE DID SEE THE STOXX GAUGE UP 1.3% YESTERDAY AT THE CLOSE.

THAT IS LEADING TO THE UPSIDE ACROSS ASIA. ASIAN EQUITIES .4% HIGHER. KOSPI SOUTH KOREA THE BELLWETHER FOR CHIPS FOR THE AI RALLY IS GAINING. SIMS AND SK HYNIX ARE SEEING A PERFORMANCE IN THE GREEN. WE CONTINUE TO KEEP AN EYE ON THE, YEN 153, 154 AGAINST THE U.S. DOLLAR AS WE AWAIT THAT BOJ DECISION NEXT WEEK. IT IS A WEAK FULL OF CENTRAL BANK DECISIONS. A MONTH FULL OF THOSE DECISIONS. WE HAVE THE FED, ECB, AND BOJ.

A LOOK AT WHERE BRENT CRUDE IS SITTING, FLIRTING WITH THAT $100 ON THE BARREL. $99.3 AND BARREL, 1.4% HIGHER THIS MORNING. WE CONTINUE TO MONITOR THOSE TIT-FOR-TAT ESCALATIONS IN THE STRATA FORM IS INTO THE EARLY HOURS -- IN THE STREET OF HORMUZ INTO THE EARLY HOURS. WE WILL DISCUSS THAT STORY SHORTLY. THE YIELD ON THE 10 YEAR NOTES, 4.79%. LESS THAN A BASIS POINT HIGHER THIS MORNING. SCOTT BESSENT SAYING "I AM THE HOUSE," DARING INVESTORS TO LOOK AT THE YEN INTERVENTION ESSENTIALLY.

WHEN IT COMES TO THE YIELD, WE LOOK FORWARD TO THE CPI REPORT THAT COMES OUT ON FRIDAY. WHAT IS IT GOING TO ENSUE WHEN IT COMES TO WHAT THE FED DOES LATER THIS MONTH? WILL IT HIKE RATES? THAT IS WHAT MARKETS ARE EXPECTING. FOR A LOOK AT WHAT IS HAPPENING IN ASIAN MARKETS, WINNIE HSU IS BACK WITH US IN HONG KONG. WINNIE: WE ARE SEEING ASIAN STOCKS RISING DESPITE THE JUMP IN OIL PRICES. AS YOU MENTIONED, THE GAINS ARE MAINLY BEING LED BY TECHNOLOGY SHARES, ESPECIALLY CHIP STOCKS IN ASIA.

TRACKING MOVES IN THE U.S. OVERNIGHT. BIT OF AN OPTIMISM WHEN IT COMES TO OPENAI'S NEW MODEL. WE HAD QUALCOMM'S NEW DEAL WITH AMAZON. BOTH OF THESE TOGETHER POINTING TO THE FACT THAT THE AI DEMAND REMAINS QUITE SOLID AND THAT EARNINGS SUSTAINABILITY AND VISIBILITY REMAINS STRONG, AND INVESTORS SEE THIS AS POSITIVE FOR THE CHIP STOCKS IN ASIA, ESPECIALLY WHEN THIS IS SHOWING THE TECH MEGA CAPS IN THE U.S. ARE STILL WILLING TO SPEND MORE.

HOWEVER WHEN YOU LOOK AT THE BROADER ASIAN MARKET, THE TECH HEAVY GAUGE IN JAPAN UNDERPERFORMING, ESPECIALLY COMPARED TO THE LIKES OF SOUTH KOREA. THAT IS COMING THROUGH -- YEN GETTING CLOSER TO THE 153 LEVEL AGAINST THE DOLLAR. OVERALL THE YEN STRENGTH COMING AS INVESTORS CONTINUE TO BET THAT THE BANK OF JAPAN WILL HAVE TO COME WITH A BIGGER RATE HIKE, AS WELL AS A WARNING FROM SCOTT BESSENT AGAINST TRADERS WHO ART BETTING -- WHO ARE BETTING AGAINST HIS EFFORT TO SUPPORT THE AGAIN.

WE LOOK AT THE LATEST INFLATION NUMBER FROM CHINA. SEEING A BIT OF A REBOUND WHEN IT COMES TO AUGUST NUMBERS. WE ARE LOOKING AT CPI UP .8%. SEEING THE FIRST ACCELERATION SINCE APRIL. WHEN IT COMES TO PPI, 3.8% YEAR-OVER-YEAR IN AUGUST. THAT IS ALSO BEATING AN ESTIMATE OF 3.6% INCREASE. THIS TOGETHER IS COMING AS FOOD PRICES CONTINUE TO INCREASE. WE ARE SEEING HIGHER COSTS WHEN IT COMES TO ENERGY AND HIGHER PRICES FOR GOLD.

OVERALL THE DEFLATIONARY PICTURE IN ASIA -- IN CHINA, IS STILL THERE, DESPITE THE PICKUPS IN AUGUST NUMBERS. BACK TO YOU. ABEER: WINNIE HSU IN HONG KONG WILL BE BACK WITH US IN 30 MINUTES. LET'S TURN BACK TO THE REGIONAL STORY AND ESCALATION. THE U.S. IRAN CONFLICT IS ESCALATING AGAIN WITH WASHINGTON DESTROYING FIVE IRANIAN CRUDE TANKERS AFTER TEHRAN ATTEMPTED TO STRIKE A U.S. NAVY WARSHIP. IRAN HAS RESPONDED WITH MISSILE ATTACKS AND FRESH THREATS AGAINST SHIPPING IN THE GULF.

ATTACKS ON SAUDI ENERGY FACILITIES ARE RAISING FEARS OF A BROADER REGIONAL ESCALATION. IN THE LATEST EXCHANGE, IT COMES MORE THAN SIX MONTHS INTO A CONFLICT THAT PRESIDENT TRUMP SAYS REMAINS FOCUSED ON PREVENTING IRAN FROM OBTAINING A NUCLEAR WEAPON. PRES. TRUMP: WE ARE RIGHT NOW FIGHTING BECAUSE WE HAVE A CERTAIN NATION THAT WANTED A NUCLEAR WEAPON. THEY WERE CLOSE TO GETTING IT. NOW THEY HAVE NO CHANCE AT GETTING IT.

THEY WILL NEVER HAVE A NUCLEAR WEAPON. IRAN WILL NOT HAVE A NUCLEAR WEAPON. ABEER: THE ESCALATION IS FEEDING DIRECTLY INTO ENERGY MARKETS WITH A BRENT CLOSING IN ON THE BARREL. TRADERS WEIGH THE RISK OF DEEPER SUPPLY DISRUPTIONS. JOINING ME TO UNPACK THIS IS BLOOMBERG'S MANAGING EDITOR FOR THE MIDDLE EAST AND NORTH AFRICA. AND THE BLOOMBERG MANAGING EDITOR FOR COMMODITIES AND ENERGY. I WANT TO START ON THE ESCALATION, THE FIVE TANKERS DOWNED WASHINGTON SAYS I WAS RESPONSE TO IRAN TRYING TO ATTACK A U.S.

WARSHIP. HOW DANGEROUS IS WHAT IS HAPPENING? ONUR: VERY DANGEROUS IS THE SHORT ANSWER. WHAT HAPPENED OVERNIGHT IS UNPRECEDENTED, AT LEAST IN THE LAST 40 YEARS SINCE THE NOW INFAMOUS TANKER WAR TOOK PLACE IN THE PERSIAN GULF BACK THEN BETWEEN IRAN AND IRAQ MAINLY. WHAT HAPPENED WAS THE U.S. FOR THE FIRST TIME DESTROYED FIVE IRANIAN OIL TANKERS, IN RESPONSE TO WHICH TEHRAN LAUNCHED MISSILE ATTACKS AGAINST JORDAN'S AIRBASE, WHERE THE U.S.

SAYS THERE HAVE BEEN NO CASUALTIES. NONETHELESS, THIS IS MASSIVE ESCALATION. WE ARE SEEING THE IMPACT IN THE SEA AND IN MARKETS. WHAT IS SCARY THIS TIME AROUND IS BECAUSE THIS NEVER HAPPENED BEFORE, WE DON'T KNOW WHAT COMES NEXT EXPECT -- WHAT COMES NEXT EXCEPT THAT IRAN SAYS IT WILL RETALIATE IN THE REGION. ABEER: I WANT TO TURN TO YOU AND BRENT, VERY CLOSE AT THIS POINT TO $100 ON THE BARREL. HOW MUCH ADDITIONAL DISRUPTION IS THE MARKET CURRENTLY PRICING IN?

THERE IS CERTAINLY A LOT OF ROOM FOR UPSIDES. WE ARE INCHING TOWARD $100 FOR THE FIRST TIME SINCE JULY. THIS IS A VERY TENSE SITUATION ON THE GROUND. WE ARE WAITING TO SEE WHAT THE EXACT IMPACT IS ON FLOWS THROUGH HORMUZ. THE IRANIANS WERE SENDING ALMOST NOTHING SINCE THE U.S. BLOCKADE WAS REINSTATED. THIS IS ABOUT THE SHUTTLING TRADE, THAT TRADE THAT IS KEPT BARRELS FLOWING THROUGH AND KEEPING A LID ON PRICES. TWO THINGS HAVE KEPT A LID ON PRICES IN THE PAST MONTH, MEAGER CHINESE BUYING AND THE SHUTTLING.

IF WE SEE, A DISRUPTION TO SHUTTLING YOU COULD SEE THAT FIGURE RISING CONSIDERABLY HIGHER. ABEER: MEANWHILE WE SEE THE DISRUPTIONS CLARA WAS TALKING ABOUT, AND ATTACKS ON THE PARALLEL FROM HOUTHIS ATTACKING ENERGY FACILITIES IN SAUDI ARABIA. HOW DANGEROUS IS THAT ESCALATION ON A DIFFERENT FRONT IN THE CONTEXT OF THE WIDER WAR?

IT IS ALL PART OF THE SAME WIDER CONFLICT. HOUTHIS CLAIMING ATTACKS ON SAUDI ENERGY SITES AND SAUDIS SAID SOME OF THE SITES WERE HALTED AS A RESULT OF THE FIRES THAT CAME AFTER THOSE ATTACKS TOOK PLACE. THE OVERALL PICTURE IS GETTING CLOSE TO WHAT WE SAW EARLIER IN THE CONFLICT. IRAN RIGHT AFTER THE OVERNIGHT ATTACKS BY THE U.S. BASICALLY ASKED THE CREWS OF OIL TANKERS IN THE VICINITY OF KUWAIT AND BAHRAIN TO ABANDON THEIR SHIPS.

IT SAYS IT WILL STRIKE THEM. OVER THE LAST HALF AN HOUR, UNVERIFIED REPORTS COMING FROM IRAN STATE RELATED MEDIA COMPANIES TO BE VERIFIED, BUT THEY CLAIMED THEY HAVE ALREADY TARGETED OIL TANKERS IN THE PERSIAN GULF. THIS IS PRETTY SERIOUS ESCALATION. WE DON'T KNOW WHAT COMES NEXT, BUT WE KNOW WHAT HAPPENED IN APRIL, WHICH IS WHEN IRAN DID TARGET ENERGY ASSETS ACROSS THE REGION. ABEER: CLARA, THIS IS AGAIN ALL HAPPENING IN THE CONTEXT OF THE STRAIT OF HORMUZ, BECAUSE THAT IS THE FOCAL POINT.

FLOWS REMAIN WELL BELOW WHAT WE USED TO SEE PREWAR. SAUDI FACILITIES ARE UNDER ATTACK. WHERE IS THE BIGGEST VULNERABILITY FOR OIL SUPPLY GOING FROM HERE? CLARA: IT IS A COMBINATION OF WHA

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