Ukrainian President Volodymyr Zelenskyy has ordered attacks on Russian oil refineries to resume in a spiraling confrontation with Donald Trump over restrictions on US intelligence assistance.

Global equities fell as a selloff in the artificial-intelligence trade gathered speed and pushed investors toward the safety of bonds.

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 Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade Begins
00:00:03 – Tech Selloff Hits Global Markets
00:01:35 – The Agenda: AI Trade, Leverage and Rising Yields, Bonds Return as a Safe Haven, EU Leaders Focus on China Trade and Energy
00:08:53 – TSMC Guidance and the Tech Outlook
00:09:58 – What to Watch
00:11:42 – Asian Tech Rout and European Market Impact
00:12:40 – TSMC Results Remain Strong, CoreWeave and AI Funding Concerns
00:15:21 – Lale Akoner, EToro Global Market Analyst, on Diversifying Away From Crowded AI Trades, Inflation, Fed Hikes and Late-Cycle Investing
00:20:38 – Need to Know
00:25:29 – EFG Asset Management’s Camila Astaburuaga on Fixed Income Outlook and Competing Market Forces, AI Selloff and the Impact on Bonds
00:33:53 – EU-China Trade Tensions Take Center Stage, Ukraine Returns to the Top of the EU Agenda
00:38:34 – European Markets Prepare for the Open
00:41:56 – Stocks to Watch: Ericsson, Pernod Ricard and TotalEnergies
00:46:05 – European Markets Open Under Pressure
00:49:32 – Tech and Basic Resources Lead Losses
00:50:24 – Deutsche Bank’s Henry Allen on Is the Tech Selloff Systemic, What Could Turn the AI Selloff Into a Bigger Crisis
00:58:59 – ASML Slides as Investors Rotate
01:01:20 – Mario Draghi on France and the Euro Area
01:03:01 – European Chip Stocks Extend the Selloff, CoreWeave and the Risks of Expensive Debt
01:06:41 – Jensen Huang Nvidia CEO on AI Safety
01:10:54 – European Tech Stocks Under Pressure
01:14:04 – Need to Know
01:15:37 – Christel Rendu De Lint Vontobel Co-CEO on How Investors Should Respond to the AI Selloff, AI’s Impact on Jobs and Financial Services
01:26:32 – GB Bullhound’s Jade Williams on European Tech Investment and the Funding Gap, Building Resilient European Tech Companies
01:31:55 – Bonds, the Dollar and a Changing Market Narrative, US Inflation and Retail Sales in Focus
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David Booth of Dimensional Fund Advisors sits down with David Rubenstein to discuss his new book, Stay Calm, which applies his investment philosophy of staying calm during periods of market volatility and when navigating the uncertainties of life. Watch Peer to Peer Conversations at 9 p.m. ET https://bloom.bg/4vH9Qdc

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:56 – Asian stocks shrug off US chip rally
00:03:33 – Mynt’s record IPO brings a new heavyweight to Philippine stocks
00:04:35 – Mynt President and CEO Martha Sazon on investing IPO proceeds
00:07:54 – Martha Sazon on lending, overseas Filipinos and businesses as the next engines of growth
00:16:12 – China plans to adopt new policy rate that may lead to easing
00:16:31 – Javelin Wealth Management Partner Polka Mishra on why China’s potential policy rate shift may not revive consumption
00:21:15 – Polka Mishra on governance, currency and implementation risks keeping her cautious on Indonesia
00:24:11 – US moves to bar China’s DeepSeek from federal agency systems
00:27:52 – Yale Law School Senior Fellow Stephen Roach on risks to stability in US-China relations
00:34:37 – Stephen Roach on what Xi Jinping may seek from continued summits with Donald Trump
00:41:15 – Exclusive: German Chancellor Friedrich Merz on Europe’s pushback against China’s trade practices
00:43:41 – Exclusive: Friedrich Merz warns Europe that it’s underestimating the Russian threat
00:44:34 – France toughens protest response as officials admit failure
——–
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How did Rockstar Games build Grand Theft Auto VI, what is expected to be the biggest video game blockbuster of all time? Well, first it had to rebuild itself, Jason Schreier explains.
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IBM says sales increased by 5% to $17.1 billion in the third quarter, topping estimates. Sales in the software unit also expanded. The company reported earnings of $2.95 per share. CEO Arvind Krishna says AI is a tailwind. Romaine Bostick discusses with Mandeep Singh and Anurag Rana of Bloomberg Intelligence.
——–
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