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.

Risks spanning credit markets, elevated commodity prices and French political turmoil boosted demand for safer government bonds, snapping a prolonged decline fueled by persistent inflation concerns.

The Pentagon is deploying an additional aircraft carrier and 10,000 sailors and Marines to the Persian Gulf, according to a US official, a move that gives American commanders more options if President Donald Trump chooses to escalate attacks on Iran.

And Anthropic is seeking to go public as soon as the middle of November, according to people familiar with the matter, after the artificial intelligence model maker pushed back plans to list.

Today guests: Anne-Laure Kiechel, Global Sovereign Advisory, CEO.

Chapters:
00:00:00 – Daybreak Europe
00:04:57 – France’s Crisis Is Deepening as Investors Head for the Exit
00:08:18 – US Adds Carrier and 10,000 Troops to Mideast, Official Says
00:12:10 – High Energy Prices Loom Over Midterms Campaign
00:15:35 – EU to Discuss Emergency Diesel Stockpiles
00:18:52 – Bond Traders Lash Out at BofA, Citi as Paramount’s Debt Craters
00:21:11 – Anthropic Targets Mega-IPO Before Thanksgiving Holiday
00:25:22 – Treasuries Hold Gains After Rally
00:27:45 – French Bond Pressures Continue
00:31:53 – Anne-Laure Kiechel, Global Sovereign Advisory, CEO
00:36:27 – Nike Warns Sales Slump to Deepen
00:40:30 – Poll Shows Lula, Bolsonaro Neck and Deck
00:43:01 – Brazil Govt Extends Fuel Price Relief
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On Bloomberg This Weekend, CBS News White House and political correspondent Ed O’Keefe and Puck Washington writer Abby Livingston examine the final days of the US midterm campaign as candidates, former presidents and outside groups pour resources into key battlegrounds. Speaking with hosts David Gura and Christina Ruffini, O’Keefe and Livingston discuss tightening races, the impact of massive political spending and whether increasingly provocative campaign tactics will motivate or alienate voters.
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On Bloomberg This Weekend, MetLife Investment Management Chief Market Strategist Drew Matus examines how AI investment is driving markets, corporate spending and parts of the US economy as investors look to Big Tech earnings for evidence that the spending will pay off. Speaking with hosts David Gura and Christina Ruffini, Matus discusses risks from rising technology investment and what markets need to hear from Federal Reserve Chair Kevin Warsh on inflation.
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: General Catalyst Managing Director, Co-Head of Creation Fun Madhu Manburi, Olshan Frome Wolosky Partner in Shareholder Activism Group Rebecca Van Derlaske, Sidley Partner & Co-Chair Shareholder Activism Practice Kai Liekefett, and H.I.G Capital CEO Brian Schwartz.

YouTube Chapters:

00:00 Bloomberg Deals opens
01:53 Max Chafkin on SpaceX-Tesla
04:28 Anthropic IPO and AI Infrastructure
06:07 Data Centers Face Political Pushback
07:18 Mark Chediak on NextEra-Dominion
09:38 NFL Partners With General Atlantic
11:38 AI Investment and Bubble Risks
12:09 Madhu Namburi, General Catalyst
14:12 AI Transformation and Acquisitions
15:55 AI and Janus Henderson
17:01 General Catalyst’s AI Platforms
19:23 Namburi on Investing and Deal Making
20:56 Apollo, Blackstone Seek NFL Team Stakes
22:39 Starboard’s Latest Investments
23:52 Investment Committee: Shareholder Activism
25:55 Settlements vs. Proxy Fights
27:25 How Boards Should Engage Activists
28:15 When Activism Leads to Proxy Fights
29:34 Board Defense and Shareholder Rights
31:21 Activism Behind Closed Doors
33:30 Brian Schwartz, H.I.G. Capital
35:20 Middle-Market Private Equity
36:46 Private Equity Exit Pipeline
38:31 H.I.G.’s Portfolio and Exit Strategy
39:27 Software Investment Opportunities
40:35 Legendary-Lionsgate Deal Talks
41:35 Other Potential Lionsgate Buyers
42:37 Bloomberg Deals Wrap
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Barclays Plc said it’s cutting 5,000 jobs as part of an effort to reduce costs, adding that artificial intelligence is starting to create efficiency. Bloomberg’s Charlie Wells breaks down the situation.
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