沙特管线遇袭油价跳涨，美联储加息预期升温

News when you want it with Bloomberg News now. I'm Nathan Hager and I'm Karen Moscow. Karen, we begin with the latest from the Middle East. Officials in Yemen say Iran backed Houthi militants have seized more key islands in the southern Red sea. It is adding to pressure that's forced Saudi Arabia to shut down the east west pipeline. That's been the kingdom's key alternate route for crude around the Strait of Hormuz. We get the latest from Bloomberg Middle East editor Patrick Sykes in Istanbul.

Saudi Arabia said that this pipeline was closed on Thursday as what it called a precautionary measure after a series of attacks that caused several injuries in the area. The drone attack, we understand, has come from Iraq rather than Yemen. Um, but it's clearly having an impact on the oil markets. And Bloomberg's Patrick Sykes reports Iran has postponed a meeting with several Gulf nations that was planned for today on establishing a temporary shipping route through Hormuz.

Iran's foreign ministry says Saudi Arabia asked for the delay. In light of the latest attacks and checking crude prices Right now, Brent is up 3.2%, just shy of $108 a barrel. West Texas Intermediate at $103.26, a gain of 3.2%. Nathan. With the conflict driving up energy prices, President Trump is urging Ukrainian President Volodymyr Zelensky to hold off on attacking oil refineries in Russia. He has to stop knocking out diesel fuel in Russia.

Let him go after targets but not diesel fuel because he's causing a shortage of diesel. President Trump said he's spoken with Zelensky about it, but it's unclear how Ukraine will respond. Russia has intensified missile and drone attacks on Ukrainian cities. And Ukraine has responded with strikes on Russian energy. Here in the U.S., diesel averages a record to $6.23 a gallon, according to triple AA. Okay. President Trump spent the weekend attending the Irish Open at his family's June big resort, and he made an announcement as he handed the winning trophy to Ireland's own Shane Lowry on behalf of the United States of America.

I am going to take the terrors of the cheering drowned out the president as he said he'll remove 10% tariffs from Irish whiskey. Irish distillers had lobbied for the relief. Whiskey from Scotland, as well as Northern Ireland is not subject to 10% duties under the US, UK trade deal. The president received a red carpet welcome from Ireland during his two day trip, though it was not without controversy. On Saturday, he sparked a backlash from Northern Ireland when he said he supports a unified Ireland.

But later in the weekend he said he was just sharing his opinion. We turn to the markets now, Nathan and stocks are dropping around the world after leaders of the biggest artificial intelligence firms proposed slowing the technology's development. South Korea's Cosby dropped more than 3%. Right now Nasdaq futures, they're down 1.7%. Both anthropic and OpenAI are promising measures to rein in the pursuit of cutting edge AI models to better understand the risks posed by the technology.

The developments come after President Trump played down the need for further guardrails on Sunday. We are leading China and I will be a sophisticated country in the world. And frankly, I want to keep it that way because whoever wins, I wins. And, uh, we can put guardrails, we can do this and that. But I think you have a lot of negative forces that are bringing it up that, uh, shouldn't be bringing it up. And they're bringing up things that won't happen.

But whoever wins with I wins. You know, it's an expression that I came up with himself. In June, President Trump signed an AI cybersecurity executive order, leaving companies to decide whether to have new models reviewed by the government. House Minority Leader Hakeem Jeffries is backing stronger safeguards. We should take decisive action now so that we can slow down, as the CEOs have recently acknowledged, slow down the pace of development in order to protect the American people and ensure that I is proceeding safely.

House Minority Leader Hakeem Jeffries made the comments on ABC's This Week. Catch the program Sundays on Bloomberg Radio. Well, after I leaders dire warnings. Karen, China is hitting back. Uh, Chinese Foreign Ministry spokesman says countries should promote open, inclusive, universally beneficial and ethical AI development. He said, quote, fear mongering, confrontation and vicious competition will only disrupt the process of global AI governance and serve the interests of no one.

End quote. Well, the fight over AI safety. Nathan comes at a pivotal moment for anthropic as it prepares to tap public markets. The Financial Times reports the company expects to be profitable this quarter as it prepares for an initial public offering. Analysts expect it to match or exceed SpaceX's record $86 billion offering earlier this year. Sources tell Bloomberg the company chose the Nasdaq as its listing venue.

Certainly the economy. Now, Karen, all eyes are going to be on the fed this week. Chair Kevin Warsh is facing mounting pressure to hike interest rates to tame elevated inflation. That decision comes on Wednesday. We get more from Bloomberg's Michael McKee. Investors are betting the first fed rate increase since 2023 is on tap Wednesday. Last week's producer and consumer price index came in only a little higher than expected, but enough to show the central bank isn't making progress toward its 2% inflation goal.

If policymakers follow through, the focus will turn to their October and December meetings. Historically, one move higher is a prelude to at least 2 or 3 more. We'll have a better idea after the meeting when they publish their economic forecasts and dot plot. Another reason to expect a move the Bank of Japan is considered likely to raise rates this week as well. Absent a fed increase, rate differentials might lead to some investors moving money from the US to Japanese securities.

That's something the Treasury Department does not want to see. Michael McKee Bloomberg Radio. And that's news when you want it with Bloomberg News now. I'm Karen Moscow. I'm Nathan Hager and this is Bloomberg.