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, the US President says new talks with Iran are set to begin after he cancelled a planned attack. Oil tumbled and bonds gained on hopes for a deal to reopen the Strait of Hormuz. Iran says it’s in the final stages of talks with Oman on a new route through the Strait, but the talks don’t cover whether it will be open or closed.

Japan and the US warned of further coordinated action in FX markets, after confirming their first joint intervention in 15 years to lift the Japanese currency from a near four-decade low.

And Bloomberg understands that AstraZeneca has looked into an acquisition of Bristol Myers Squibb in a megadeal that would create one of the world’s largest drugmakers.

Today’s guest: Ludovic Subran, Allianz, CIO & Chief Economist.

Chapters:
00:00:00 – Daybreak Europe
00:01:08 – Oil Falls on Optimism for US-Iran Deal, Yen Gains
00:06:29 – Oil Slumps as Trump Holds Off Iran Attack, Says Talks to Resume
00:09:23 – Yen Rises Amid Speculation of More Intervention After US Support
00:12:40 – AstraZeneca Is Said to Have Explored Bristol Myers Merger 
00:20:44 – Europe’s Key Rivers are Drying up Due to Extreme Heat
00:23:08 – US and Japan Move to Transform Yen Landscape With Joint Action
00:24:57 – Trump Says Iran Talks to Begin Monday After Scrapping Attack
00:28:33 – Ludovic Subran, Allianz, CIO & Chief Economist
00:32:46 – European Earnings Week Ahead
00:43:29 – US & Japan Warn of Further Intervention
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“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Head of Market Strategy, Alternative Fixed Income Oksana Aronov and BNP Paribas Global Head, Desk Analysy Viktor Hjort.

Chapters:
00:00:00 – Real Yield opens
00:06:07 – Oksana Aronov: What’s Driving the Rise in the 30-Year Term Premium?
00:07:46 – Oksana Aronov: How Much Is Oil Driving the Bond Market?
00:10:29 – Oksana Aronov on Whether Treasury Bill Issuance Increase Bond Volatility
00:12:20 – US Joins Japan In Yen Intervention, First Time in 15 years
00:16:13 – Oksana Aronov: Is the U.S.-Japan Currency Intervention Costly?
00:17:58 – Blackstone Pitched Package Anthropic Chip Deal
00:23:12 – Credit Roundtable with Oksana Aronov & Viktor Hjort: Alphabet’s $25B Bond Sale
00:26:15 – Viktor Hjort: Is Alphabet Different From Meta?
00:27:33 – Viktor Hjort: Who Gets Crowded Out by AI Borrowing?
00:29:20 – Oksana Aronov: Were July Investment-Grade Returns a Turning Point?
00:30:58 – Viktor Hjort: Why Overweight Banks Instead of AI Credit?
00:32:10 – Oksana Aronov: Where to Find Value Outside AI Credit?
00:34:42 – Muni Moment: Healthcare Credit Risks
00:36:22 – University of California Admissions & Standardized Testing Debate
00:39:58 – Final Thought
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$20 concert tickets, hoodies bulk, ‘adversarial clothing,’ ticks affecting Martha’s Vineyard tourist season: Lisa Mateo joins David Gura and Christina Ruffini on Bloomberg This Weekend to share headlines you may have missed from over the week.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:31 – ByteDance developing China’s biggest AI model: Reports
00:12:00 – Citi’s Beata Manthey explains why the firm is overweight US, China and Japan
00:27:45 – Chinese brokers tighten client scrutiny to curb risk
00:31:17 – Beijing’s latest policy to boost the housing market
00:34:54 – Can Trump wean the US off China-dominated minerals supply chains?
00:37:40 – Moore Threads looks to list in Hong Kong
00:46:22 – How will the rally in US hyperscalers play out in Asia?
00:52:51 – ByteDance developing China’s biggest AI model: Reports
00:58:54 – HSBC’s Jing Liu on the PBOC’s options to revive domestic demand
01:11:07 – KOSPI volatility ebbs as regulations curb risky bets
01:15:29 – Asia’s central banks look beyond FX reserves to support currencies
01:21:55 – BlackRock’s Rick Rieder on US jobs data
01:25:32 – Typhoon Dolphin sweeps through eastern China
——–
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Bloomberg Surveillance: Early Edition, live from London 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. Max Kettner, Multi-Asset Strategist at HSBC, says a slowdown is not priced into equities. Jamie Fahy, Head of Global Macro Strategy at Citi, says there’s a 60-70% probability of a US recession.

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