Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Blockbuster pharma deal talk launches a pivotal week for earnings and the economy. Oil slides as President Trump reopens Iran talks, while the US and Japan defend the yen. Plus, Mary Ann Bartels says the the bull market will last until the end of the decade. Amazon surpasses $3 trillion in value. Mark Penn, the CEO of Stagwell gives us his views on why AI won’t replace marketing agencies and Suki Cooper’s path to $5,000 gold.

Chapters:
00:00:00 – Open Interest
00:01:00 – AstraZeneca-Bristol Myers Deal Debate, Pharma Consolidation & Drug Industry Risks
00:03:54 – Iran Peace Talks, Strait of Hormuz Negotiations & Middle East Risk
00:05:50 – U.S.-Japan Yen Intervention, BOJ Policy & Currency Market Risks
00:10:20 – Kevin Warsh’s Fed, Fewer FOMC Meetings, Forward Guidance & Market Volatility
00:13:48 – High Interest | NYC Rent Freeze Fallout, FIFA Leadership Controversy & Jefferies Trade Finance Exposure
00:14:56 – Jefferies Exposure, Radiant World Financing Issues & Credit Market Risks
00:18:11 – Stuart Kaiser Citi | Payrolls, SpaceX Supply Overhang, AI Spending & Equity Market Positioning
00:32:19 – Top Calls | Stellantis Downgrade, Circle Downgrade & Birkenstock Downgrade
00:33:46 – SpaceX Earnings, AI Compute Demand, Elon Musk, Lockup Risks & Palantir Outlook
00:39:19 – KKR’s $19B AI Infrastructure Fund, Data Centers, Health Care M&A & Private Equity
00:45:57 – Mary Ann Bartels Sanctuary Wealth | Kevin Warsh, Fed Communication Changes, Market Volatility & AI Bull Market Outlook  
00:54:45 – High Interest | Apollo’s Texas HQ, $110M Bitcoin Wallet Hack & U.S. Soccer Leadership Funding
00:55:59 – Christian Stracke PIMCO | AI Credit Markets, Data Center Financing, Private Credit & Capex Supercycle
01:08:10 – Mark Penn Stagwell | AI in Marketing, IBM Account Win, Political Advertising & Stagwell Growth
01:16:45 – FIFA Backlash, Gianni Infantino’s Future, World Cup Privatization & Governance Risks
01:20:45 – Todd Blanche Confirmation, White House AI Meeting & Trump-Iran Strategy
01:24:41 – Suki Cooper Standard Chartered | Gold Outlook, Central Bank Demand, Geopolitical Risks & Commodity Markets
——–
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Former Virginia Governor Glenn Youngkin says he does not anticipate being on a presidential debate stage in 2028, while stopping short of definitively ruling out a campaign. Youngkin also says communities should have the final say on data center development and that developers must address concerns about power, water and infrastructure. He also discusses his new initiative promoting a federal scholarship tax credit. He speaks with Kailey Leinz and Joe Mathieu on the late edition of Bloomberg’s “Balance of Power.”
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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.

On today’s show, Iran wants to bar US and Israeli ships from crossing the Strait of Hormuz, according to Iranian media reports on a proposed deal being discussed by Iran and Oman. The semi-official Fars news agency says Iran also wants hostile countries to pay to be allowed to sail through the strait. European natural gas jumped following those reports.

Bond yields rose as the uncertainty in the Middle East raised inflation expectations. Traders now await the US jobs report for clues on the path ahead for interest rates.

Plus, the CEO of Rheinmetall has hit out at the German government over its decision to scrap a €10 billion naval contract. Germany’s biggest defense company cut its sales forecast after losing the deal.

Today’s guest: Madeleine Ronner, DWS, Senior Global Equities Portfolio Manager

Chapters:
00:00:00 – Daybreak Europe 8/7/2026
00:03:38 – Houthis Hit Saudi Territory
00:07:55 – Asian Stocks To Slip On Iran Concerns
00:11:08 – July US Jobs Report Preview
00:15:08 – Apollo To Buy EasyJet
00:19:23 – North Korea’s Rapid GDP Growth
00:21:26 – Top Stories: Hong Kong Gold Stockpiles
00:25:23 – Front Page News
00:26:40 – Europe’s Best Earnings Since 2023
00:34:06 – Exclusive: Rheinmetall CEO Armin Papperger
00:41:56 – Top Corporate News: Allianz, Jane Street, Meta, OpenAI
00:44:07 – Chart Talk
——–
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An Ozempic price war is coming. As patents on semaglutide begin to expire, generic versions could slash the cost of weight-loss drugs in markets like China, India, Brazil and Canada.
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US equity futures see relief after the Magnificent Seven stocks suffered their biggest one-day drop since the tariff-driven selloff in 2025. The US unveils new levies ranging from 10% to 12.5% on imports from 60 economies to reconstruct the Trump administration’s trade agenda that was struck down by the Supreme Court. Wei Li of BlackRock discusses the outlook for this earnings season.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: Markets, Tariffs & Iran
00:00:42 – Global Market Check: Asia Market Wrap: Tech Selloff and Yen Weakness
00:02:19 – Global Market Check: Europe Opens Higher After ECB and SAP Earnings
00:03:22 – US Futures, Oil and Treasury Yield Surge
00:05:08 – First Look Movers: Intel, MaxLinear & Amkor
00:06:18 – Trump Rebuilds Tariff Wall with New Levies
00:09:13 – Trump Weighs Escalation Against Iran
00:12:02 – Trending on the Terminal: SpaceX, Volkswagen and Eurozone PMI Headlines
00:13:32 – Intel’s AI-Fueled Revenue Forecast Beats Expectations
00:17:53 – Wall Street Week: Austin’s Housing Affordability Model
00:21:34 – Market Headlines: Oil, Bonds and Premarket Stocks
00:25:28 – Wei Li, BlackRock Global Chief Investment Strategist, on Earnings, AI and Markets
00:32:50 – Trending on the Terminal: SpaceX, Tesla & UK Economy
00:34:10 – Tariff Strategy: Legal Challenges and Global Response
00:36:31 – Iran Escalation and U.S. Political Risks
00:38:24 – Bloomberg Intelligence on Intel’s AI Momentum
00:41:13 – UN Secretary-General Candidates Make Their Case
00:42:28 – What to Watch Ahead: Earnings, Data and Friday Trading
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