Iran, Oman Agree to Share Hormuz Fee | Horizons Middle East & Africa 8/27/2026

Nvidia’s projected 70% revenue growth through fiscal 2028 has bolstered market sentiment, tempering concerns regarding the sustainability of the AI infrastructure build-out. Although supply constraints persist, the AI rally remains a primary driver for global equity benchmarks. Financial focus now shifts to the Jackson Hole Economic Symposium, where investors await clarity on monetary policy and inflation frameworks. Concurrently, geopolitical instability in the Middle East and the Russia-Ukraine conflict continue to impact energy markets, with Brent crude prices reacting to potential shipping disruptions in the Strait of Hormuz. Saudi Arabia is implementing technical reforms to its capital markets to enhance liquidity and accessibility for international investors. Meanwhile, the anticipated Dangote refinery IPO represents a pivotal test for African capital markets, signaling a significant milestone in the continent's industrialization and the long-term succession planning of its most influential business families.