Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

Iranian Foreign Minister Abbas Araghchi and his Omani counterpart Badr Albusaidi discussed an “interim framework” aimed at resuming shipping through the Strait of Hormuz, according to a joint statement carried by the Oman News Agency, as the two sides press ahead with long-running talks over navigation through the key waterway.

Stocks rose as Asian chipmakers advanced ahead of Nvidia results, with traders looking to the chip bellwether’s earnings for the next beat in the AI trade.

And Bloomberg learns the Trump administration is discussing additional trade penalties against Canada after Prime Minister Mark Carney unveiled dollar-for-dollar retaliation to new tariffs imposed by the US.

Chapters:
00:00:00 – Daybreak Europe
00:00:42 – Nasdaq Futures Underperforms Ahead of Nvidia
00:03:15 – Nvidia Report to Show Sustainability of AI Spending
00:05:09 – Iran, Oman Push for Interim Hormuz Reopening
00:05:36 – Hormuz Transit Routes Emerge
00:15:37 – ECB’s Schnabel Says Rates Must Rise Further on Inflation Risks
00:18:25 – OpenAI Steps Into the Chips Race With Jalapeno
00:24:51 – Stocks Rise in Runup to Nvidia, Oil Extends Slide
00:28:14 – Carney Matches Trump Tariffs With 50% Tax on US Dairy, Steel
00:31:44 – Meta, States Have Discussed Settling Teen Social Media Case
00:35:11 – Trump-Backed Darline Graham Wins Senate Runoff in South Carolina
00:41:11 – France Heads Into Budget Debate on Weak Footing
00:43:21 – ‘Queen of Country’ Dolly Parton Dies at 80
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Rachel Reeves says concerns about a US-UK trade deal can’t affect decisions about combat operations in Iran.

Speaking to Stephanie Flanders, the UK chancellor defended the decision not to back the initial American-Israeli strikes.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

Treasury Secretary Scott Bessent’s threat to unleash an “economic D-Day” against Iran risks setting the US on a collision course with China, its main trading partner. Bessent promised an “economic onslaught against Iran’s financial connections around the globe” as President Donald Trump tries to wind down his unpopular war in the Middle East.

US stock-index futures gained as pressure on technology shares eased, signaling tentative optimism ahead of key earnings this week that will test confidence in the artificial intelligence trade. Bitcoin advanced to a three-month high.

And Volkswagen CEO Oliver Blume prepared to confront workers over his plans to radically shrink the carmaker, a test of his ability to push through sweeping changes at speed.

Today’s guest: Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director

Chapters:
00:00:00 – Daybreak Europe
00:02:47 – Asian stocks fluctuate as caution builds
00:04:44 – US threatens Iran’s trade partners with sanctions
00:09:59 – Bessent’s Iran threat hinges on willingness to hit China
00:12:30 – Carney: ‘Momentum reversed’ on US trade talks
00:15:35 – Bessent stops short of new bond measures
00:19:38 – Bloomberg Intelligence looks at how Hormuz shock will reshape energy market
00:24:17 – Tuesday headlines
00:26:20 – Front page news
00:27:32 – Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director
00:34:32 – Tuesday top stories
00:36:07 – Volkswagen CEO to present restructuring plan to workers
00:39:34 – Grosvenor’s heat warning for London luxury homes
00:42:00 – Tuesday top stories
00:44:15 – US importing more from Canada than China
——–
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Saira Malik, Chief Investment Officer at Nuveen, talks about what she wants to hear from Fed Chair Kevin Warsh in Jackson Hole and she explains why she’s bullish on software stocks. Malik speaks on “Bloomberg The Close.”
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Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end, according to three people close to the Kremlin.
For now, Russia is weighing an intensification of powerful conventional ballistic missile attacks on Kyiv, including the center of the capital, and infrastructure targets in other Ukrainian cities, the people said, asking not to be identified because the matter is sensitive.

Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade | 8/27/2026
00:01:22 – Nvidia Bullish Outlook
00:04:18 – Global Inflationary Pressure
00:06:35 – Putin To Escalate War on Ukraine
00:09:07 – Daybook
00:11:26 – Nvidia Outlook ‘Crushes Expectations’
00:13:23 – Chinese AI Ecosystem
00:15:05 – Paul Markham of GAM investments
00:21:35 – Need To Know: Nepal, Fed’s Cook, Meta
00:25:34 – Matthias Reschke of JPMorgan
00:34:23 – Focus on Jackson Hole
00:36:29 – CIA Director’s Visit to Moscow
00:39:14 – MLIV
00:42:54 – Stocks To Watch
00:47:59 – The Market Open
00:50:06 – Stephanie Niven of Ninety One
00:58:49 – Core 6 & Movers
01:03:44 – Nvidia Outlook Boosts AI Optimism
01:05:49 – Meta Settles US Lawsuit
01:08:25 – Pernod Ricard Revised Guidance
01:15:47 – German Minister for Digital & State Modernization Karsten Wildberger
01:24:54 – Exclusive: Lockheed Martin Europe CEO Dennis Goege
01:28:36 – Historic Seasonal Lows for EU Gas Inventories
01:31:34 – Markets Brace for Warsh Speech Friday
——–
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