As the cease-fire between Israel and Hezbollah holds, an Egyptian security team is reportedly traveling to Israel for talks over Gaza; The US FTC launches a broad investigation into Microsoft – looking into everything from cloud computing to AI and cybersecurity; Chinese stocks fall after a report the Biden administration is weighing additional curbs on sales of semiconductor equipment and AI memory chips to China; and the Mexican Peso strengthens after President-elect Donald Trump says he had a productive conversation with Mexico’s president Claudia Sheinbaum. Guests include: Omer Chowdhry, Aditum Investment Management, Head of Global Fixed Income & Multi-Asset Strategies; Simon Williams, HSBC Chief Economist: CEEMEA; Burcu Ozcelik, RUSI, Senior Research Fellow: Middle East Security; and Angelo Swartz, Spar CEO. (Source: Bloomberg)