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Nvidia, AMD to Pay US 15% of China AI Chip Sales; Trump-Putin Summit | Daybreak Europe 8/11/2025

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How Marco Rubio Became Trump’s Unapologetic Global Envoy

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Bloomberg’s Eric Martin discusses his Big Take reporting on how Secretary of State Marco Rubio has adapted his foreign policy approach under President Donald Trump. He speaks with Kailey Leinz and Joe Mathieu on Bloomberg’s “Balance of Power.”
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Context Will Be Curve Play If Fed Hikes: Markets Analysis

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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Mnuchin Sees Long-Term Opportunity in Middle East

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Former US Treasury Secretary Steven Mnuchin says Middle East investment faces short-term uncertainty from the Iran conflict but argues the region remains attractive over the longer term. Mnuchin called for strict enforcement of sanctions on Iran, including potential action against Chinese banks, while saying the US and China should also seek a broader understanding on AI.

At the 2026 Qatar Economic Forum, UNGA Special Edition; Powered by Bloomberg.
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This Is a Healthy Environment for Deals, Rizzieri Says

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Jerry Rizzieri, Mizuho Securities USA president and CEO, says we’re in a healthy environment for dealmaking. He also speaks about where investment opportunities are in Japan on “Bloomberg The Close.”
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Trump Floats EU Tariffs on Canada Invite, Warsh’s Inflation Fight Calms Market

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Global bond yields retreated Thursday as the Federal Reserve’s rate hike and vow to tame inflation calmed a pressured market, leaving traders to look ahead to Friday’s key Bank of Japan decision.

President Donald Trump floated hitting goods imported from the European Union with fresh tariffs or even cutting off some trade if he determined that a push to make Canada a potential associate of the bloc was harmful to the US.

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 and Guy Johnson.

Chapters:
00:00:00 – The Opening Trade
00:00:31 – Market Check
00:02:34 – Fed Rate Hike
00:04:39 – BOE to Hold Rates
00:06:17 – Trump Threatens EU Tariffs
00:13:18 – Kevin Warsh Hikes Rates
00:28:39 – King Charles to Meet with AI Chiefs in Scotland
00:41:42 – Dollar, Treasuries Have More Gains Ahead: MLIV
00:46:50 – Stocks to Watch: Next, Roche, Banks
01:04:32 – Goldman CEO Warns of Higher Costs
01:08:58 – Ukraine Strikes Major Oil Refinery
01:18:46 – EU Proposes Canada as First ‘Associate Member’
01:25:58 – Central Bank of Ireland Governor Gabriel Makhlouf
01:32:44 – BOE Rate Decision Due
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