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Market Relief After US-Iran Ceasefire Before Trump Deadline | The Opening Trade 4/8/2026

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Stocks surged and oil dropped below $100 after the US and Iran agreed to a two-week ceasefire in exchange for Tehran reopening the Strait of Hormuz. The deal buys time for the two sides to potentially reach a longer agreement to end the six-week conflict, which has killed thousands of people and sparked a global energy crisis.

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:
00:00:18 – The Opening Trade
00:01:44 – Oil, Brent Crude Prices Slump
00:04:24 – Strait of Hormuz Reopening Chances
00:07:12 – US-Iran Temporary Ceasefire
00:08:51 – Apple Eyes Foldable iPhone Launch
00:09:17 – Blue Owl Fund Outlook Cut
00:09:53 – Macro Traders Slump Most in March
00:12:57 – Trump Suspends New Iran Attacks for Two Weeks
00:27:04 – Gold, Copper Climb on Ceasefire in Iran
00:38:12 – Monetary Policy is Well Positioned: NY Fed President
00:47:58 – Stocks to Watch: Airline Stocks, Oil Majors, Miners
00:53:39 – Airline Stocks Rally
01:06:48 – Lufthansa Stock
01:18:30 – Iran Says JD Vance to Lead US Side: ISNA
01:32:22 – Iran War: Shipowners Eye Hormuz Ceasefire
01:35:51 – European Stocks Surge
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Ukraine Seeks Faster Patriot Production

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Axios defense reporter Colin Demarest says President Donald Trump’s proposal to let Ukraine produce Patriot interceptors faces significant manufacturing, licensing and technology hurdles, making it unlikely to address Kyiv’s immediate air defense needs. He says shortages of advanced interceptors continue to raise broader questions about defense industrial capacity, while Ukraine’s rapid innovation in drones is reshaping how allies think about modern warfare.
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Paramount-Warner Bros. Deal Challenged by California, States

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A group of 12 states sued Paramount Skydance Corp. Monday seeking to block its $110 billion bid to buy Warner Bros. Discovery Inc., alleging the blockbuster Hollywood deal would leave viewers with higher prices and fewer choices for movies and television.  Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst for Antitrust joins Bloomberg Businessweek Daily to discuss.
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Makary on FDA’s rollback of hormone replacement therapy warnings #shorts #fda #hrt #womenshealth

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Dr. Marty Makary, former FDA Commissioner, explains the decision behind the FDA’s rollback of long-standing warnings on hormone replacement therapy. On Wall Street Week we look at the $360 billion women’s health market, Wall Street’s investment in menopause and the challenges of distinguishing evidence-based care from marketing hype https://bloom.bg/3EMZYZX

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Maine Democrats Face Tight Senate Deadline

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Bloomberg’s Boston Bureau Chief Brooke Sutherland says Maine Democrats are racing to choose a new Senate nominee after Graham Platner withdrew, leaving the party with little time to unify behind a replacement in a race viewed as critical to control of the Senate. She says party leaders face pressure over the candidate vetting process as delegates prepare to select a nominee from a crowded field ahead of the filing deadline.
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AI May Not Solve Demographic Decline

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Martha Gimbel, executive director and cofounder of the Budget Lab at Yale University, says artificial intelligence is unlikely to offset the economic challenges of an aging population, arguing the US is confronting two major transitions at the same time rather than one solving the other. She says AI could improve productivity in some areas, particularly by helping caregivers with physically demanding tasks, but questions whether consumers will embrace automation in roles where human interaction remains essential.
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