US stocks and bonds rally while oil falls to a three-month low after the US and Iran agree to an interim deal to end the war and reopen the Strait of Hormuz. Sam Riggall, CEO of Sunrise Energy Metals discusses rare earths as the G7 summit kicks off. Kelsey Berro of JPMorgan Asset Management looks ahead to the rate decision this week under new Fed chair Kevin Warsh.

Chapters:
00:00:00 – Bloomberg Brief
00:00:49 – Global Market Check
00:11:52 – Trending on the Terminal
00:13:51 – Sam Riggall, Sunrise Energy Metals CEO
00:20:05 – Front Page News
00:27:33 – Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
00:34:18 – Trending on the Terminal
00:40:07 – What to Watch
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Bloomberg Fed and Economy Reporter Enda Curran explains why inflation still stings despite cooling from pandemic-era highs. Tariffs, energy costs and AI demand are pushing prices up, while relief in a few categories is limited. He also discusses the Fed’s 2% target and the credibility risks of changing it.
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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.

US equity-index futures declined along with Asian stocks as enthusiasm for the artificial-intelligence trade cooled after driving markets to record highs this year.

There was no sign of progress in ceasefire talks between the US and Iran after the worst burst of violence in weeks and as the Tehran-backed Hezbollah militia on Thursday rejected a US-brokered truce in Lebanon.

And Ukrainian President Volodymyr Zelenskyy proposed peace talks to Russian leader Vladimir Putin in a rare and combative open letter, as efforts to end more than four years of war gained momentum.

Chapters:
00:00:00 – Daybreak Europe
00:01:12 – US Futures, Korean Stocks Drop as AI Mania Fades
00:04:20 – Investors Rotate Away from Tech Stocks
00:09:42 – US-Iran Talks Progress Stalls After Hezbollah Rejects Truce
00:15:41 – Private Credit Rebounds After Redemption Selloff
00:18:41 – Broadcom: Less Focused on M&A Amid AI Boom
00:22:23 – Gulf Nations Look to Alternative Oil Export Routes
00:25:58 – Gold Declines on US-Iran Uncertainty
00:29:44 – Zelenskyy Proposes Peace Talks in Letter to Putin
00:30:22 – Western Aid Cuts Hollow Ebola Response
00:39:07 – S&P Denies SpaceX, Other Mega IPOs Fast Index Entry
——–
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Bloomberg’s Prashant Gopal joins Scarlet Fu on “Bloomberg Real Yield.” US mortgage rates were unchanged in the past week, offering little relief to a housing market battered by the return of 7% borrowing costs.
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This week, National Economic Council Director Kevin Hassett says AI’s productivity boost may be much larger than official economic data currently indicate. And, AI companies are largely in agreement that the technology needs guardrails, but the ethical implications of AI could also create new opportunities for liberal arts education. Plus, America is rebuilding a critical minerals supply chain after decades of Chinese dominance. Later, America’s shrinking college-age population is forcing universities to compete for fewer students.

Chapters:
00:00:58 – Productivity vs. Deficits
00:11:22 – Thinking With AI
00:23:44 – Rare Earths Race
00:35:39 – College Enrollment Cliff
00:47:20 – How AI Reshapes Work
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