Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan Chase & Co. and Goldman Sachs Group Inc.

US stocks and Treasuries rose with the Federal Reserve’s favored inflation gauge and earnings from Micron Technology Inc. due, updates that are key respectively to interest rates and the artificial-intelligence trade.

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
00:02:06 – Long-End Bonds Under Pressure
00:05:37 – Global Oil Market Roughly Rebalance: Goldman Sachs
00:08:40 – Donald Trump Backs AI Safety Audits
00:12:10 – 30-Year Treasury Yield Hits Highest Level Since 2002
00:16:52 – UK Economy Grew More than Expect in Q2
00:26:15 – Strait of Hormuz Crude Oil Flows
00:40:33 – US Dollar to Gain From Capital Flows: MLIV
00:47:20 – Stocks to Watch: Lundbeck, BMW, Greggs
01:03:03 – Elon Musk, AI CEOs Meet Trump
01:16:10 – France Bond Market Risks
01:22:14 – Edmond de Rothschild’s Marie Jacot on France Politics
01:27:10 – Snowflake CEO Sridhar Ramaswamy
01:33:44 – US PCE Data Due
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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.

US equity-index futures climb with Asian tech shares also higher following an upbeat forecast from Micron.

Google has begun rolling out Gemini 4 Argon, but the company is grappling with internal skepticism over how well it performs in key areas, such as coding.

And a pilot of a jet carrying more than 170 passengers to Tel Aviv stabbed his colleague and tried to crash the plane in what Israeli Prime Minister Benjamin Netanyahu branded a serious security incident.

Today guests: Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director; Graham Lee, Capitec, CEO.

Chapters:
00:00:00 – Daybreak Europe
00:01:39 – US Stock Futures Rise After Micron, Dollar Gains
00:07:21 – France to Lay Out Budget in Latest Test of Investor Nerves
00:14:57 – Google Faces Internal Gemini 4 Skepticism
00:18:45 – FlyDubai Says Suspending Flights To and From Israel
00:21:08 – Trump Says FlyDubai Pilot in Incident Was ‘Perhaps a Terrorist’
00:24:56 – Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
00:28:29 – Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director
00:37:02 – Graham Lee, Capitec, CEO
00:43:12 – Ackman: AI Needs Lesgislation
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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Rocco Forte, Founder and Chairman of the UK’s Rocco Forte Hotels group, says part of UK inflation is temporary. Priya Misra, Head of Global Rates Strategy at TD Securities, is concerned about a US recession next year. Christine Jardine, UK Liberal Democrat MP and Treasury spokesperson, says there’s mismanagement of the UK economy.

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The European Union has approved a sixth package of sanctions against Russia, including a partial ban on crude imports, 100 days since President Vladimir Putin launched the invasion of Ukraine. Maria Tadeo has the details on “Bloomberg Markets: European Open.”
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Voters in Alaska embraced Trump and the GOP in recent elections, but rising costs have put the state and the Senate in reach for Democrats. Anna Edgerton explains.
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