Bloomberg Surveillance: Early Edition, live from London, Berlin 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. ECB Governing Council member Klaas Knot says new restrictions in parts of the euro area to battle record Covid-19 infections are unlikely to change the planned wind-down of monetary stimulus. Amundi Group CIO Pascal Blanque warns of a tech bubble. Julie Norman, Lecturer in Politics & International Relations at University College London, says Russia is the biggest geopolitical challenge for Biden.

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Markets weigh renewed US-Iran diplomacy after President Donald Trump hailed talks following his “annihilation” threat, while Iran says the discussions were aimed at relaying its demands. Trump also said at the UN he believes a deal with Iran could be reached after the midterms.
Saudi Arabia is making progress on restarting its East-West pipeline and eyes a return of oil exports from Yanbu, helping push oil lower alongside Hormuz diplomacy.
Xi Jinping heads to the US as Trump prepares a red-carpet welcome amid a media boycott. The Trump-Xi talks are expected to cover the Iran war, Taiwan, trade and AI, while Xi is unlikely to bring CEOs to the summit. The US and Canada, meanwhile, remain divided over an extension of their trade truce.
Asian stocks rise following a US tech rally, with the Nasdaq 100 closing at a record high on AI optimism, while oil falls. Alibaba shares decline on reports surrounding an LLM probe and Xi’s entourage. The Kospi erases gains ahead of a holiday, and the PBOC sets a weaker yuan fixing for the first time since Sept. 8.
XRG eyes another global energy deal with a potential stake in Shell-backed LNG Canada. Aramco plans to create a gas unit with a view to a potential listing, while the US and Gulf back Todd Boehly’s bid for Lukoil assets.
Trump plans Greenland bases after a deal was signed and rejects an international push to manage AI risks. Anthropic unveils its Opus 5.5 model.
In Africa, Nigeria delivers its deepest rate cut in almost two decades, lowering rates to 23% from 26.5%, while South African rates are seen rising to 7.25%. Africa’s ETG Group weighs a $500 million Eurobond.
Trump also slams the Chagos deal during his first meeting with the UK prime minister. Guests includes Jun Bei Liu, Ten Cap Founder and Mekala Krishnan, McKinsey Global Institute Partner.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:04:36 – Trump Hails Iran Talks After ‘Annihilation’ Threat
00:09:39 – Xi to Arrive in US as Trump Faces Media Boycott
00:15:02 – Jun Bei Liu, Ten Cap Founder
00:27:44 – XRG Eyes Stake in LNG Canada
00:31:14 – Mekala Krishnan, McKinsey Global Institute Partner
00:37:08 – Trump Rejects International Push to Manage AI Risk
00:41:20 – Nigeria Surprises Market With Deep Rate Cut
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Global stocks rally as markets look ahead to President Xi Jinping’s visit to Washington later in the week. US Treasury Secretary Scott Bessent and China’s top trade negotiators tout positive talks around AI, trade and investment over the weekend. Oil extends its decline for a fourth consecutive day, while US retail diesel prices top $6.50 a gallon for the first time. Mark McCormick of BMO Capital Markets joins “Bloomberg Brief” to discuss the Fed’s rate path and financial conditions ahead of a slew of Fedspeak this week.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:19 – Top Stories
00:00:54 – Global Market Check: Asian Markets Start the Week Higher
00:02:10 – European Relief Rally and Bond Markets
00:03:31 – US Markets Digest the Fed Decision
00:04:57 – First Look Movers: Critical Metals, Paramount and Novo Nordisk
00:06:07 – US-China Talks Ahead of Trump-Xi Summit
00:09:51 – Oil Falls as Focus Turns to US-Iran Diplomacy, Iran, the Houthis and Regional Risks, AI, Market Valuations and Economic Risks
00:13:28 – Trending on the Terminal
00:14:51 – Markets Face a Major Geopolitical Week, Fed Rate Hikes and the Inflation Outlook
00:20:28 – Front Page News
00:21:37 – Market Check: Stocks, Treasuries and Oil
00:23:30 – First Look Movers
00:24:41 – Mark McCormick, BMO Capital Markets Chief FX Strategist, on AI Investment Boom Driving US Growth, & Wealth Effects, AI and Global Markets
00:32:46 – Trending on the Terminal
00:34:30 – US-China Trade Talks and Trump-Xi Meeting, Iran Diplomacy and Trump’s Options, Trump & Mamdani Meeting
00:38:33 – Citi CEO Jane Fraser on AI and Cybersecurity Risks
00:41:04 – SoftBank’s $11 Billion OpenAI Funding Push
00:42:20 – What to Watch
——–
More on Bloomberg Television and Markets

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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, and Matt Miller deliver the latest news and analysis on the markets with leaders in global finance and economics. Financial Conduct Authority Director of Markets Clare Cole discusses the regulator’s proposals to encourage companies to list in the UK. Ninety One Portfolio Manager Deirdre Cooper and Societe Generale Global Chief Economist Klaus Baader discuss the prospect of a recession and worries about financial stability ahead of the Federal Reserve’s rate decision.

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Bloomberg Markets: European Close. Live from New York and London, analyzing the major market moving stories across the day in Europe, hear from the biggest newsmakers and showcase the unrivaled expertise of Bloomberg News.
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Connect with us on…
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