Stocks rose modestly as traders grew more encouraged that Iran will join talks that could extend a Middle East truce and restore oil flows. Treasuries and the dollar wavered ahead of Kevin Warsh’s Senate hearing.

All eyes are on the Middle East after Trump signaled he is unlikely to extend a two-week ceasefire with Iran in a war that’s upended global oil markets. Iran has yet to confirm it will take part in the talks in Islamabad, with Trump threatening strikes on the Islamic Republic’s power infrastructure if diplomacy fails. People familiar with the matter said Monday that Tehran would send a team, though it’s unclear who would lead the delegation.

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:
00:00:24 – Market Check
00:02:34 – Global Stock Rally Resumes
00:05:12 – Fed Pick Warsh Senate Hearing
00:07:00 – Apple CEO Tim Cook to Step Down
00:11:05 – UK’s Olly Robbins to Appear in Parliament
00:11:53 – Amazon to Invest Extra $5B in Anthropic
00:12:24 – Ukraine Sees Druzhba Oil Return
00:16:28 – Trump on Iran Peace Plan
00:25:46 – Oil Price Dips
00:37:32 – Apple Names John Ternus Next CEO
00:47:33 – Stocks to Watch: AB Foods, Defense, Renewables
01:04:03 – UniCredit Vs Commerzbank
01:07:54 – Jet Fuel Prices, Airline Stocks
01:21:05 – Former UK Ambassador to Iran
01:27:50 – Starmer, Mandelson Saga Latest
01:32:55 – Kevin Warsh Heads for Senate Hearing
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:06:30 – Wall Street shuns risk ahead of Nvidia results, jobs report
00:08:08 – China, Japan diplomats to meet in Beijing
00:14:01 – What to watch in Greater China today
00:15:00 – Goldman Sachs’ Tina Hou on China’s auto sector outlook
00:27:18 – Xiaomi becomes worst-performing China tech stock
00:30:26 – JPMorgan Asset Management’s Joanna Shen on market outlook
00:40:50 – New World to cut perpetual security debt by $1B via swap
00:48:35 – Comparing China, US stocks amid ‘ugly’ technical signals
00:53:37 – China’s consumer rally to get boost from rotation
00:56:10 – China, Japan diplomats to meet in Beijing
01:03:31 – Opinion: China’s wolf warrior reprise is a mistake
01:11:22 – Baidu’s AI cloud revenue to be focus of results
01:17:22 – 01.AI’s Kai-Fu Lee on China-US AI race outlook
01:27:53 – ‘Baby Shark’ creator surges in Seoul debut
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Former Defense Secretary Mark Esper joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss recent statements from former President Trump, who declared he is ready to “knock out” power plants and bridges.
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On today’s episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss the latest developments out of Iran as President Trump says he’s not likely to extend a two-week ceasfire. The S&P 500 snapped a five-day winning streak and oil moved higher as turbulence out of the region continued weighing on investors. Bloomberg News Washington and White Correspondent Jeff Mason joins to discuss President Trump’s phone interview this morning. Then, Bloomberg Economics US and Canada Economist Stuart Paul previews tomorrow’s Senate testimony from Federal Reserve chairman nominee Kevin Warsh. Plus, Rich Weiss of American Century Investments weighs in on his call that yield curve control is a possibility under a Warsh Fed. Finally, Bloomberg News AI Infrastructure Reporter Dina Bass on her reporting that Google is betting on new chips to boost its AI results and challenge Nvidia.

Chapters:
00:00:00 – Bloomberg Businessweek Daily Begins
00:05:13 – Jeff Mason, Bloomberg News White House & Washington Correspondent
00:12:02 – Stuart Paul, Bloomberg Economics
00:21:40 – Rich Weiss, American Century Investments
00:35:12 – Dina Bass, Bloomberg News
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Rishi Jaluria, managing director of software equity research at RBC Capital Markets, discusses Oracle’s earnings, the company’s …

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