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.

On today’s show, the US and Iran are set to hold nuclear talks in Geneva, with President Donald Trump saying Tehran wants to make a deal and adding that he will be involved in the negotiations “indirectly.” Iran has been conducting naval exercises in the region of a critical shipping corridor.

Another round of US-brokered discussions between Russia and Ukraine is also set to get underway in Geneva. Major sticking points are still unresolved amid continued fighting and deep divisions over land and security guarantees.

Bloomberg’s learned that SpaceX and xAI are competing in a secretive new Pentagon contest to produce voice-controlled, autonomous drone swarming technology.

Today’s guests: Investec Economist Ellie Henderson.

Chapters:
00:00:00 – Daybreak Europe
00:01:00 – US Futures Decline Ahead of Market Reopen
00:03:47 – Oil Dips in Holiday Trade With Focus on Iran-US Talks in Geneva
00:07:54 – Russia-Ukraine Talks Set to Resume Amid Stalemate
00:13:21 – Japan Bonds Extend Rally as Market Passes Latest Auction Test
00:16:50 – Macron in India Joins Race for Global Allies
00:19:49 – Hyatt’s Tom Pritzker Announces Retirement Citing Epstein Ties
00:25:35 – Goldman Sachs Plans to Scrap DEI Criteria for Its Board
00:27:36 – UK Unemployment Nears 5-Year High and Wage Pressures Recede
00:31:13 – Investec Economist Ellie Henderson
00:39:53 – Copper Delivers More Than 50% of BHP Profits
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US Commerce Secretary Howard Lutnick lauds the benefits of artificial intelligence. Speaking with Joe Mathieu at the G20 Innovation Ministerial in Chapel Hill, North Carolina, Lutnick also says Anthropic has settled differences with the Trump administration and discusses the state of US-Canada trade negotiations.
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Goldman Sachs Chief Credit Strategist Amanda Lynam, Tenstorrent CEO Jim Keller, Jefferies Senior Equity Research Analyst, Airlines, A&D Sector Sheila Kahyaoglu, X-Energy CEO Clay Sell, US Energy Secretary Chris Wright, Meredith Whitney Advisory Group CEO Meredith Whitney, Alger Portfolio Manager Ankur Crawford, Espa Labs CEO & Co-Founder Deon Nicholas, JPMorgan Asset Management Chief Global Strategist David Kelly & JPMorgan Private Bank Global Investment Strategy Co-CIO Stephen Parker, & SIFMA CEO Ken Bentsen.

Chapters:
00:00:00 Bloomberg The Close
00:02:38 Goldman Sachs on AI Credit, CoreWeave & Financing Risks
00:08:01 Hyperscaler Debt, Private Markets & Higher Rates
00:10:55 Tenstorrent CEO Jim Keller on AI Chips & $1.5 Billion Raise
00:16:09 AI Coding, Open Source & Tenstorrent’s Growth Strategy
00:17:30 Top Calls
00:18:34 Defense Earnings, Airlines & the Consumer Outlook
00:23:06 Anthropic, Amazon & the $45 Billion AI Infrastructure Deal
00:28:04 Nuclear Power, Data Centers & Bipartisan Energy Support
00:32:04 Energy Secretary Chris Wright on Oil & Diesel Shortages
00:37:06 Meredith Whitney on the Consumer & Earnings Season
00:42:04 Banks, Private Credit & the Economy’s Dependence on AI
00:45:30 Closing Bell
00:50:21 Treasury Yields, Market Movers & the Return of Cursive
00:55:22 AI Stocks Rebound Ahead of Big Tech Earnings
01:00:15 AI Infrastructure, Power Constraints & Software Automation
01:03:08 Personal AI Agents, Privacy & the Future of Work
01:08:38 JPMorgan on the AI Capex Supercycle & Long-Term Returns
01:14:15 Higher Rates, Bonds & Portfolio Diversification
01:20:20 SIFMA on Tokenization & Modernizing Financial Markets
01:25:14 Treasury Clearing, 24/7 Trading & AI in Finance
01:28:30 What to Watch
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Ukrainian President Volodymyr Zelenskyy has ordered attacks on Russian oil refineries to resume, ending a three-day pause on strikes in response to US President Donald Trump’s call last week for an “energy ceasefire.” Moscow has continued attacking Ukrainian energy infrastructure and civilian targets over the last few days leading to a mounting death toll. Tony Halpin reports on Bloomberg Television.
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Bailey Lipschultz, Carol Massar and Norah Mulinda.
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