Business
New SALT Bill Keeps Markets on Edge; EasyJet’s Refleeting Headwinds | The Opening Trade 05/22
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 Kriti Gupta.
House Republican leaders released a new version of US President Donald Trump’s massive tax and spending bill with a higher limit on the deduction for state and local taxes and other changes in a bid to win over warring GOP factions to support the legislation. Meanwhile, EasyJet stocks take a hit after the low-cost airline reported bigger-than-expected losses. CEO Kenton Jarvis tells Bloomberg he expects strong demand for the coming summer travel season.
Chapters:
00:00:00 – The Opening Trade
00:01:31 – House debates Trump tax bill in Washington
00:06:39 – The agenda
00:10:05 – Israeli embassy staff killed in shooting: AP
00:10:31 – OpenAI to buy Ive’s io for $6.5B
00:11:05 – EU said to send new US trade proposal
00:11:24 – LVMH CEO warns consequences of trade tariffs
00:14:37 – Jamie Dimon exclusive in Shanghai
00:20:54 – Marie-Anne Allier, Carmignac
00:25:15 – Kenton Jarvis, Easyjet CEO
00:35:34 – Caught my eye
00:38:48 – Markets in 3 minutes
00:42:15 – Stocks to watch
00:44:22 – Oil market news
00:48:04 – European Thursday open
00:51:29 – Freddie Lait, Latitude
01:00:20 – Early movers
01:05:33 – Oil drops as OPEC+ mulls another big output hike
01:12:31 – European PMI latest
01:13:28 – Monika Schnitzer, German Council of Economic Experts Chair
01:21:47 – EU unveils plans to reinvigorate market
01:26:17 – EasyJet 1H revenue misses estimates
01:31:49 – House debates Trump tax bill
——–
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to …
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Duke Energy’s CFO Brian Savoy joins Bloomberg Open Interest to break down a strong earnings beat and explains why the company isn’t raising guidance yet. He reveals how AI data center demand is reshaping the power grid. He says the real edge is Duke’s “speed to power” strategy that gets customers online years faster while managing grid strain.
——–
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Business
US-Iran Ceasefire Holds; Apple Weighs Using Intel, Samsung for Processors | Bloomberg Brief 5/5/2026
US equity futures rebound and oil eases as the US-Iran ceasefire holds after a day of clashes involving shipping in the Strait of Hormuz and missile attacks against the United Arab Emirates. In a Bloomberg scoop, Apple has held preliminary talks about enlisting Intel and Samsung to produce the main processors for its devices in the US. Henrietta Pacquement of Allspring Global Investment sees gradual softening in the labor market.
Chapters:
00:00:00 – Bloomberg Brief
00:00:51 – Global Market Check
00:03:38 – First Look Movers
00:12:11 – Trending on the Terminal
00:17:11 – Pimco’s Stracke on International Investors
00:20:00 – Front Page News
00:23:07 – First Look Movers
00:24:16 – Henrietta Pacquement, Allspring Global Investment Fixed Income Investment COO
00:30:15 – Trending on the Terminal
00:42:20 – What to Watch
——–
More on Bloomberg Television and Markets
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00:00 – Bloomberg Surveillance starts
00:03:39 – Alex Altmann, Barclays
00:16:25 – Norman Roule, CSIS
00:30:30 – Laura Galante, WestExec Advisors
00:41:51 – Aditya Bhave, BofA Securities
00:52:27 – Ross Mayfield, Baird
01:05:46 – Henrietta Treyz, Veda Partners
01:19:06 – Susan Bell, Rystad Energy
01:28:52 – William Dudley, Fmr. New York Fed President
01:39:51 – Jitania Kandhari, Morgan Stanley Investment Management
01:51:09 – Tom Kennedy, JPMorgan Asset Management
02:04:50 – Yelena Shulyatyeva, The Conference Board
02:14:32 – Kelly Kowalski, MassMutual
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