Brent crude and European gas fell after President Trump signalled new strikes on Iran won’t be necessary. European stocks headed for a record high, boosted by a resurgence in tech shares and banks along with a decline in energy prices.

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 Begins
00:01:40 – Markets Rally as Tech Recovers
00:03:00 – The Agenda: Anthropic IPO Plans and Market Volatility
00:04:14 – SoftBank Posts Surprise Loss
00:04:43 – The Agenda: Oil Slides as Trump Signals No Further Iran Strikes
00:06:52 – The Agenda: Nvidia Faces Growing China Scrutiny
00:09:36 – What to Watch
00:11:42 – Anthropic IPO Timeline and TSMC Growth
00:14:55 – HSBC CIO Willem Sels on Tech Rotation and Market Volatility
00:19:54 – HSBC CIO Willem Sels on Energy Prices, AI and Portfolio Strategy
00:21:20 – Need to Know
00:25:31 – Canadian Foreign Minister Anita Anand on Russia-Ukraine Talks
00:29:06 – Canadian Foreign Minister Anita Anand on Canada-US Relations After the Midterms
00:32:15 – Canadian Foreign Minister on Iran and Closer EU Ties
00:35:59 – Hensoldt CEO Oliver Dörre on European Defense Growth
00:41:37 – MLIV: Market Outlook After the Tech Selloff
00:46:21 – European Markets Open Higher
00:50:25 – State Street’s Marija Veitmane on Tech Stocks and AI Data Centers
00:58:28 – Stocks on the Move: Infineon, Bayer and Renault
01:01:29 – Anthropic, Nvidia and the AI Trade
01:05:59 – Infineon CFO on Pricing and AI Demand
01:14:25 – French Trade Minister Nicolas Forissier on US-EU Tariffs, Tourism, Investment and Trade, Europe Responds to China’s Trade Surplus
01:24:40 – ECB’s Philip Lane on a December Rate Hike
01:27:32 – Oil Falls as Iran Tensions Ease
01:32:16 – Oil, US CPI and the Market Outlook
01:34:13 – Bank of England and Inflation Outlook
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Supermarkets across Europe were hit by suspected cyberattacks that caused sudden changes in the temperatures of their fridges and freezers, weeks after a similar issue in France. Charlotte Hughes-Morgan explains.
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US equity futures rise after Coreweave’s strong results and robust demand for Anthropic’s IPO. US Treasury futures fall after a hot inflation print fueled Fed rate-hike bets and fueled a spike in yields. Cash Treasury market is closed for Veterans Day holiday. Olaolu Aganga of Citi discusses the sustainability of the AI-driven tech rally.
Maureen Lawlor

Chapters:
00:00:00 – Bloomberg Brief
00:01:01 – Global Markets Rally on AI Optimism
00:03:32 – CoreWeave, Anthropic and OpenAI Drive AI Trade
00:08:38 – Hot CPI Revives Fed Rate Hike Bets
00:12:09 – Hedge Funds Cut Risk and US China Tensions
00:13:40 – Russia Ukraine Peace Talks Resume
00:18:18 – Eimear Bonner, Chevron CFO, on Oil Production
00:20:09 – Front Page News: Hegseth, Bessent and Nvidia
00:23:55 – Olaolu Aganga, Citi Head of Portfolio Construction and Analytics, on AI, Inflation and Markets
00:31:31 – Iran, Consumer Prices and US China Relations
00:35:17 – Washington Politics and Global Affairs
00:41:34 – Day Ahead: Fed Speakers, OPEC and Markets
——–
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Berkshire Hathaway Inc. spent about $9.6 billion to buy back its own shares in the third quarter, a sign the company’s executives viewed the stock as undervalued. But declining insurance underwriting weighed on its operating earnings in a mixed quarter for the company. Bloomberg’s Matthew Palazola joins to discuss.
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Professor James Robinson of the University of Chicago joins Joe Weisenthal and Tracy Alloway to discuss the role that inclusivity, innovation and creativity play in a successful economy and whether the US has become a failing state. They spoke on the Odd Lots podcast, recorded live at Chicago’s City Winery.
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