A selloff in global bonds extended as the deadlock over the Iran war drove oil prices higher. Also on the show: US, Iran remain far …

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00:00 – Bloomberg Surveillance starts
00:03:55 – Citi Research’s Rowe Says Fed Faces Difficult Decisions
00:16:50 – Pangaea Policy’s Haines on Impact of US-Iran War on Midterm Elections
00:32:28 – Cleo Capital’s Kunst Looks Ahead to Nvidia Results
00:40:34 – JPM’s Berro on Why Bonds Feel Different to Past Selloffs
00:53:15 – Dan Greenhaus on US 10-Year Yield, Inflation and Potential Market Corrections
01:17:59 – Forrester’s Kodali on Walmart, Target Earnings
01:28:11 – BofA’s Blanch Says US Faces Challening Summer Gas Season
01:41:35 – SoFi’s Thomas Highlights AI Strength Amid Rising Yields Impacting Equities
01:51:32 – Europe Won’t Run Out of Jet Fuel, Ryanair CEO Says
02:05:48 – Citi’s Clark Sees Rising Summer Unemployment as Key to Fed Rate Cuts
02:18:04 – Schwab’s Martin on Outlook for Treasury Yields
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Standard Chartered Chief Executive Officer Bill Winters delivered a blunt message on the future of the bank’s workforce, warning that a push into artificial intelligence will eliminate thousands of roles as the lender replaces “lower-value human capital” with technology.

US stock futures held steady after a two-day pullback while oil fell modestly as traders awaited signs of progress toward a peace deal in the Middle East.

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
00:00:46 – Market Check
00:02:37 – Oil, Stocks Fall
00:04:55 – Memory Stocks Drag Tech Sector Down
00:06:10 – UK Unemployment Rises
00:09:22 – AI to Replace ‘Lower-Value Human Capital’: StanChart CEO
00:10:08 – Musk Loses Case Against Sam Altman
00:11:23 – SpaceX IPO Looms
00:14:36 – Trump Says He Called Off Iran Strikes
00:25:56 – OECD Secretary General Mathias Cormann
00:36:04 – Japan’s Economy Beats Forecasts
00:47:43 – Stocks to Watch: StanChart, Delivery Hero, Currys
01:02:35 – Asia Tech Stocks
01:05:41 – Seagate Stock Slips
01:13:38 – Xi Told Trump That Putin Might Regret Ukraine Invasion
01:17:19 – EU Races to Finalize US Trade Deal
01:22:55 – EDP CEO on AI Data Centers, Iran War
01:28:21 – Oil, Brent Crude Declines
01:33:43 – Rising Global Yields
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AmCham China Chairman James Zimmerman says the Trump–Xi summit provided greater predictability and clarity for the business community, with both sides showing willingness to stabilize their relationship. He also notes that the “board of trade” agreed upon by the two leaders would help institutionalize business dialogue.
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00:00 – Bloomberg Surveillance starts
00:05:04 – Tech Stock Pullback Just a Market Pause: NewEdge Wealth’s Dawson
00:29:43 – AI Moving From ‘Hype’ to Real Execution: JPM’s Brunner
00:39:48 – Abaxx Markets’ Currie on AI-Driven Commodity Supercycle, Energy Stocks
00:51:34 – Federated Hermes’ Auth Bullish on Stocks Despite Inflation Concerns
01:07:56 – Veda Partners’ Treyz on Risks of Military Escalation in the Gulf
01:21:33 – Home Depot Disappoints on Earnings
01:29:40 – Consumer Remains Resilient: Mastercard’s Meyer
01:39:47 – Barclays Sees Challenges in UK and European Debt Markets
01:52:59 – Liberty Media CEO on the Media Landscape
02:02:52 – ECB May ‘Have to Do Something’ in June, Nagel Says
02:18:14 – Seaport’s Goldberg Cautious on Nvidia Ahead of Earnings
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
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More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

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