Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, 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.

President Donald Trump said US officials had “very good” talks with Iranian envoys in New York, reviving fragile hopes for a new diplomatic off-ramp hours after he again threatened to annihilate the country.

Trump’s Iran comments put oil on track for its longest losing streak in more than a year. Crude prices also eased as Saudi Arabia moved to restart a key pipeline.

And Ukrainian President Volodymyr Zelenskyy, after a meeting with US President Donald Trump in New York, said he was ready for an energy truce with Russia as a first step toward ending the war, provided Moscow stopped its own attacks on Ukraine’s infrastructure.

Today’s guests: Charlotte de Montpellier, ING, Senior Economist, France and Switzerland; Lizzy Galbraith, Aberdeen, Senior Political Economist.

Chapters:
00:00:00 – Daybreak Europe
00:03:55 – Trump Hails ‘Very Good’ Iran Talks After Annihilation Threat 
00:09:12 – Nagel: ECB May Need Mildly Restrictive Rates
00:13:47 – Swiss Parliament to Vote on Capital Requirements
00:17:54 – Zelenskyy: Ready for Energy Truce
00:22:36 – Stubb: Russia-Ukraine Need ‘Tansactional Deal’
00:26:21 – Global Flash PMI Data Due
00:27:23 – Charlotte de Montpellier, ING, Senior Economist, France and Switzerland
00:34:28 – Burnham: Russia ‘Spreads Lies and Disinformation’
00:40:08 – Lizzy Galbraith, Aberdeen, Senior Political Economist
——–
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On the early edition of Balance of Power, Bloomberg Washington Correspondent Joe Mathieu discusses the conclusion of meetings between US President Trump and China President Xi Jinping. On today’s show, Beacon Global Strategies Managing Director Sara Schuman, former Republican Congressman Patrick McHenry and FIL Inc. CEO Frank Luntz.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:00:50 Markets: Stocks Rise as Oil Falls
00:02:40 Trump-Xi Summit: What Was Accomplished?
00:04:54 China, Iran & the Global Energy Market
00:06:21 U.S.-China Relations After the Summit
00:08:00 AI Chips, Trade & National Security
00:09:28 China’s Growing Leverage Over the U.S.
00:10:40 Taiwan & U.S.-China Tensions
00:12:08 Agriculture, Tariffs & the Trade Truce
00:14:34 Political Panel Reacts to the Trump-Xi Summit
00:21:15 Trump Looks Ahead to More Meetings With Xi
00:23:32 Patrick McHenry on China & the Midterms
00:26:01 Trade, AI & Rare Earths
00:27:17 Data Centers, Energy Costs & Congress
00:30:02 Midterms, Affordability & Republican Strategy
00:35:00 Election Outlook With Frank Luntz
00:38:02 Affordability & Shifting Voter Sentiment
00:40:04 Senate Battlegrounds & Campaign Spending
00:44:09 AI, Data Centers & Public Trust
——–
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, 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.

A global bond selloff intensified, jolting investors as robust US economic data and weak demand at a debt auction drove Treasury yields across much of the curve to their highest levels in almost two decades.

Treasury Secretary Scott Bessent announced the US and China have sealed a two-month extension to their trade truce, as Xi Jinping landed in America for his first state visit in eleven years.

And Iranian President Masoud Pezeshkian said his country won’t allow freedom of navigation through the Strait of Hormuz while sanctions and a US blockade remain in place, underscoring the difficulty in reaching a peace deal with Washington despite efforts to revive talks this week.

Today’s guests: Alicia García-Herrero, Natixis, Chief APAC Economist; Frank-Steffen Walliser, Bentley, CEO & Chairman.

Chapters:
00:00:00 – Daybreak Europe
00:01:55 – US Unveils Two-Month Truce Extension as Xi Lands for Summit
00:08:49 – Xi Lands in US for First State Visit in 11 Years
00:14:25 – Pezeshkian: Iran Won’t Accept Language of Force
00:18:29 – UK Tightens Sanctions on Iranian Banks
00:20:52 – Zelenskyy Pitches Himself as Security Provider
00:24:36 – US and China Extend Truce
00:27:18 – Xi-Trump Summit
00:31:56 – Alicia García-Herrero, Natixis, Chief APAC Economist
00:36:07 – Frank-Steffen Walliser, Bentley, CEO & Chairman
00:44:37 – Real Yields Hit 18-Year Closing High
——–
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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 KPS Capital Partners Co-Founder & Managing Partner Michael Psaros, U.S. SEC Commissioner Mark Uyeda, Spain PM Pedro Sanchez, CFTC Former Commissioner Brian Quintenz, BlackRock Global Head of Market Development Samara Cohen, Tradeweb CEO Billy Hult, DTCC President & CEO Frank La Salla, Kirkland & Ellis Partner Alpa Patel, Georgetown Center for Security & Emerging Technology Executive Director Helen Toner, Former North Carolina Congressman Patrick McHenry, & Georgetown University Psaros Center for Financial Markets and Policy Director Reena Aggarwal.

Chapters:
00:00:00 Bloomberg The Close
00:02:02 KPS Capital’s Michael Psaros on U.S. Capital Markets
00:05:10 IPOs, Regulation & the Decline in Public Companies
00:09:01 Private Markets, 401(k)s & Retail Investor Access
00:11:13 SEC Commissioner Mark Uyeda on Market Structure Reform
00:14:16 Tokenized Stocks, Ownership & Investor Rights
00:17:33 24-Hour Trading & Semiannual Earnings Reporting
00:20:04 Spain PM Pedro Sánchez on Europe, China & the Far Right
00:23:03 Iran, Ukraine & Europe’s Cost-of-Living Pressures
00:24:44 Kalshi on Prediction Markets & Institutional Trading
00:27:49 Insider Trading, Market Integrity & the CFTC
00:29:32 Kalshi’s Sports Contracts & Supreme Court Fight
00:31:37 BlackRock’s Samara Cohen on Tokenization
00:34:10 Private Markets, Blockchain & Investor Access
00:37:25 Tradeweb CEO Billy Hult on Financial Market Innovation
00:40:03 Prediction Markets, Regulation & Institutional Adoption
00:43:18 Kalshi, Fixed Income & the Future of Trading
00:46:02 Closing Bell
00:51:55 DTCC CEO Frank La Salla on T+0 Settlement
00:54:33 Blockchain, 24/7 Trading & Settlement Risk
00:56:55 Stablecoins, Tokenized Deposits & Digital Currency
00:58:16 Treasury Clearing & the Future of Market Infrastructure
01:01:45 Kirkland & Ellis’ Alpa Patel on Private Market Access
01:04:39 SEC Regulation, Retail Investors & Private Assets
01:07:40 Private Market Disclosures & Investor Protection
01:10:07 Helen Toner on AI Safety & Global Oversight
01:13:21 AI Regulation, Audits & U.S.-China Cooperation
01:16:18 Autonomous AI Agents & Frontier AI Risks
01:18:13 Patrick McHenry on Reviving the Clarity Act
01:20:48 Tokenization, Market Structure & 24/7 Trading
01:25:06 Georgetown Conference Takeaways: Finance’s New Frontier
01:26:37 Private Markets, Retail Investors & the IPO Decline
01:29:51 What to Watch
——–
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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 Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, BMO Chief FX Strategist Mark McCormick, Jefferies Managing Director & Equity Research Analyst David Katz, Yale University Jackson Institute for Global Affairs Senior Fellow Stephen Roach, Citi Wealth Head of Portfolio Construction & Analytics Olaolu Aganga, Council on Foreign Relations Senior Fellow Rebecca Patterson, Georgetown Institute of International Economic Law Visiting Scholar Peter Harrell, & Keeneland President & CEO Shannon Arvin.

Chapters:
00:00:00 Bloomberg The Close
00:02:37 Morgan Stanley on AI, Market Broadening & Portfolio Strategy
00:05:18 Oil Prices, Fed Rate Hikes & Bond Opportunities
00:09:39 The Yen, Dollar & Japan’s Currency Strategy
00:12:55 Dollar Strength, Real Yields & Fed Policy
00:16:41 Top Calls
00:18:02 Carnival Earnings Preview & Rising Fuel Costs
00:21:19 Carnival, Viking & the Cruise Industry Outlook
00:23:02 Stephen Roach on the Trump-Xi Summit & U.S.-China Relations
00:26:06 China’s Economy, Trade Dependence & AI Competition
00:29:54 China, Iran, Russia & the Risk of Japan-Style Stagnation
00:32:17 Microsoft Rallies on New Copilot AI Strategy
00:35:33 Citi Wealth on Rising Yields, Stocks & Earnings
00:38:29 AI Capex, Hyperscaler Debt & Credit Markets
00:41:05 Equities vs. Bonds & the Cybersecurity Opportunity
00:43:32 Closing Bell
00:47:00 Market Movers: Akamai, Microsoft & Atlas Energy
00:49:28 Meta’s AI Rally, Campbell’s & Nike
00:52:01 Treasury Yields & the Return of the Minivan
00:55:37 Weekly Market Recap: AI, Oil & Bonds
00:58:22 Rebecca Patterson on the Economy, AI & Rising Yields
01:01:58 Consumers, Inflation & the Labor Market
01:05:16 Can AI Investment Offset Consumer Weakness?
01:07:00 Markets Rally as Oil & Yields Ease
01:09:41 Peter Harrell on Trump-Xi & U.S.-China Strategic Competition
01:12:10 AI, Trade & the Long-Term U.S.-China Rivalry
01:15:11 Export Controls, Allies & China’s Technology Ambitions
01:18:51 Markets Recap: Stocks Rise as Oil & Yields Fade
01:19:21 Inside the $500 Million Keeneland Yearling Sale
01:22:41 Keeneland CEO Shannon Arvin on Record Horse Sales
01:25:21 Thoroughbred Investing, Auctions & Breeding Economics
01:29:05 What to Watch
——–
More on Bloomberg Television and Markets

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