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.

The 10-year US Treasury yield rose to the highest level in almost two decades, the latest milestone in a bruising global bond selloff driven by surging energy prices, mounting debt and inflation.

Japan is considering a new mid-term defense spending target of 3.5% of GDP in line with NATO and other US allies, a move that could send a shockwave through financial markets concerned about Prime Minister Sanae Takaichi’s spending plans.

And President Donald Trump’s opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters’ misgivings about the technology heading into the midterm elections.

Today’s guest: Thomas Buberl, Axa CEO

Chapters:
00:00:00 – Daybreak Europe
00:01:08 – Global Stocks Fall on Inflation Fears
00:03:54 – Asia Stocks Trade Mixed Amid AI Slowdown Fears
00:06:25 – Ten-Year Treasury Yield Rises to Highest Since 2007 as Fed Looms
00:10:39 – Investors Rotate Out of US Semis
00:14:18 – Zelenskyy Says no Deal Yet on Energy Strikes Halt
00:16:42 – Japan is Said to Mull Raising Defense Spending to 3.5% of GDP
00:20:33 – Carney Courts World’s Top Investors at Toronto Summit
00:26:55 – Thomas Buberl, Axa CEO
00:40:13 – Barclays CEO: UK Surcharge Issue Could be Sword of Damocles
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More on Bloomberg Television and Markets

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India’s new closing-auction system was meant to improve end-of-day prices. In the options market, however, the mechanism is producing extreme swings that are creating and wiping out gains in minutes.
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“We have a lot of conviction in this space.”
Mubadala CEO Khaldoon Al Mubarak tells Joumanna Bercetche growth “continues to be high” in tech and AI.

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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:04:27 – US chipmakers rebound as dip buyers return to the AI trade
00:08:07 – Citigroup’s Australia CEO and Head of ANZ Mark Woodruff on business outlook
00:16:59 – Trump: Open to Putin, Xi summit on nukes
00:21:14 – EXCLUSIVE: Merz warns Europe is underestimating Russian threat
00:22:04 – French protests taper off amid tougher security measures
00:26:01 – Goldman Sachs upgrades CoreWeave to buy on overblown debt worries
00:29:22 – China plans to adopt new benchmark policy rate
00:33:56 – US voters sour on Congress ahead of midterms
00:37:15 – Sydney University’s Hayley Channer previews US midterms
00:47:30 – Markets open in Japan, South Korea
00:50:43 – Amundi Investment Institute’s Monica Defend on market strategy
00:59:14 – Asia tech stocks in focus after US chip rally
01:04:00 – EXCLUSIVE: Merz sounds alarm on Russia
01:05:57 – Australian MP in critical condition after attack
01:08:48 – EXCLUSIVE: Wright says US is authorizing sale of sanctioned dark-fleet tankers
01:12:12 – BREAKING: Data-center firm Elice plunges in Korea debut
01:14:12 – Citi Chief Global Economist Nathan Sheets on rising energy costs
01:23:53 – AUSTRALIA AHEAD: CEW President Helen Conway on corporate Australia’s path to gender parity
01:30:44 – Fintech firm Mynt to debut after record Philippine IPO
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Bloomberg Television 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 Robinhood Markets CIO Stephanie Guild, Everpure Chairman & CEO Charlie Giancarlo, New Street Research Equity Research Analyst, Technology Infrastructure Antoine Chkaiban, Agilent Technologies CEO Padraig McDonnell, Nuveen CIO Saira Malik, American Century Investment CIO, Multi-Asset Strategies, Senior Vice President Rich Weiss, RBC Capital Markets Managing Director, Software Equity Research Rishi Jaluria, Bain Capital Partner & Head of Real Estate Ryan Cotton, & Morgan & Morgan Founder John Morgan.

Chapters:
00:00:00 Bloomberg The Close
00:03:01 Gold, Treasury Yields & the Debasement Trade
00:10:30 Everpure CEO on AI, Storage & Hyperscaler Growth
00:18:19 Nvidia’s Supply Constraints & Long-Term AI Demand
00:23:23 Agilent CEO on Life Sciences, AI & Semiconductor Growth
00:29:07 Agilent’s OpenAI Partnership & Autonomous Labs
00:32:30 Wendy’s Stock Drops
00:36:22 Markets, Nvidia & Jackson Hole Countdown
00:40:49 Software Stocks Rebound From AI Fears
00:43:40 Closing Bell
00:46:20 Workday, Autodesk & Software Earnings
00:51:06 Ulta Beauty, Retail Earnings & the U.S. Consumer
00:56:49 AI Bull Run, Global Markets & Treasury Yields
01:04:22 Workday Earnings, AI & Private Equity Interest
01:09:22 Bain Capital on Commercial Real Estate Opportunities
01:15:17 Data Centers, Senior Housing & Life Sciences Real Estate
01:20:05 Morgan & Morgan on AI, Private Equity & Legal Industry Growth
01:25:34 The Legal Industry Gold Rush & Morgan & Morgan’s Valuation
01:28:47 What to Watch
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