US equity futures waver after a rout in chipmakers causes rotation into other corners of the market. Oil drops as negotiations between Iran and Oman focus on restarting traffic in the Strait of Hormuz and President Trump says there’s a “good chance” a deal may happen. Henrietta Pacquement of Allspring Global Investments discusses the Fed’s rate path as markets push up year-end Fed rate.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:44 – Global Market Check: Asia Chip Stocks Tumble
00:02:14 – Europe Market Open & Bonds
00:03:42 – Oil Retreats as Fed and AI Concerns Weigh
00:05:20 – First Look Movers: Chips, J&J & Unilever
00:06:29 – AI Selloff: What’s Driving the Panic? Germany Prepares for Trade Pressure on China
00:11:54 – Trending on the Terminal
00:13:31 – Iran-Oman Talks Lift Oil Market Optimism
00:17:42 – Heat Waves Threaten US Power Grid & Data Centers
00:21:35 – Market Reset: Chips, Oil & Treasury Yields
00:23:18 – First Look Movers: Chip Stocks, J&J & Barclays
00:24:29 – Henrietta Pacqument, Allspring Global Investments Global Fixed Income COO, on Fed Preview, AI Data Centers, Bond Market
00:32:21 – Trending on the Terminal
00:33:54 – Trump, Iran & Strait of Hormuz Negotiations
00:37:03 – AI Chip Selloff Deep Dive
00:39:27 – Boeing Earnings Preview
00:42:34 – What to Watch Today
——–
More on Bloomberg Television and Markets

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America appears to be suffering from a fun shortage. From the rising cost of concert tickets, to bowling alley and nightclub closures, to venue shortages for kids to play in local sports leagues, the fun deficit is real and it’s making Americans more isolated and lonelier than previous generations.

Bloomberg’s Ben Steverman joins Stacey Vanek Smith and Max Chafkin on the Everybody’s Business podcast to explore some easy solutions to bring fun back into our everyday lives.
——–
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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, oil falls as the US and Iran pause their strikes on each other after two weeks of escalating violence.

China’s homegrown chip champion, CXMT, surged as much as 535% on its debut in Shanghai. The company raised up to ¥66.6 billion ($9.75 billion) in the second-largest initial public offering in China’s history. This as investors prepare for the biggest week of earnings from the global tech giants.

And firefighters in France and Spain are battling wildfires for a sixth straight day. More than 300,000 people were evacuated over the weekend.

Today’s guest: Shriya Samarth, StoneX, EMEA Head of Rates.

(Republishes to correct spelling of location at 16:39.)

Chapters:
00:00:00 – Daybreak Europe
00:02:48 – US and Iran Pause Military Strikes
00:05:48 – Trump on Iran: All Options Remain on Table
00:09:14 – AI Boom Trades Faces Earnings Test This Week
00:12:44 – Fed Faces Shifting Inflation Outlook
00:15:26 – French Fire Burns Near Bordeaux as Spain Fights Record Blaze
00:19:22 – European Gas Nears 4-Month High on Mideast Conflict
00:23:14 – Berlin Pride Attack Suspect Killed by Police After Manhunt
00:27:07 – Shriya Samarth, StoneX, EMEA Head of Rates
00:36:56 – European Earnings Season
00:40:37 – Huang: This is The Golden Age for Korea
——–
More on Bloomberg Television and Markets

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Global markets focus on renewed US strikes against Iran as Washington continues enforcing its blockade and tensions around the Strait of Hormuz remain elevated. The US struck a location in Iran’s Azerbaijan province, while Qatar sent its first LNG tanker through Hormuz in three weeks. Jordan also intercepted five Iranian missiles, with no casualties reported.
In markets, Asian technology stocks gained as earnings lifted sentiment, while South Korea tightened restrictions on leveraged ETFs. The Federal Reserve held interest rates steady, with three officials dissenting, as bond markets signal caution over inflation and Fed Chair Kevin Warsh says there is no soft inflation target.
Technology earnings remain in focus. Microsoft shares jumped nearly 9% after reporting the fastest cloud growth since 2022, while Meta shares fell almost 8% after issuing a weaker third-quarter sales outlook. Samsung shares rebounded after better-than-expected second-quarter results, while rising credit risks among Hyperscalers add to concerns ahead of earnings.
We also cover major US defense contracts, Starbucks’ improving sales momentum, L’Oréal’s stronger haircare demand, ADNOC Drilling’s higher second-quarter profit and plans to deploy 70 rigs by the end of 2026 using technology and AI, and Societe Generale’s €1.5 billion share buyback.
Elsewhere, Airbus raised profit on stronger aircraft deliveries while maintaining its outlook, Anglo American is reportedly considering a $1 billion sale of De Beers, and the Bank of England is expected to keep rates at 3.75% as policymakers assess the impact of oil prices.
Guests includes Rachana Mehta, Maybank Asset Management Regional Fixed Income Head; Abdulla Ateya Al Messabi, ADNOC Drilling CEO; Satya Nadella, Microsoft Chairman & CEO; Mark Zuckerberg, Meta Chairman & CEO; Josh Gilbert, ETORO Lead Analyst AIPAC & Middle East; and Thomas Toepfer, Airbus CFO.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:05:00 – US Launches New Wave of Strike Against Iran
00:09:23 – Rachana Mehta, Maybank Asset Managment Regional Fixed Income Head
00:17:33 – Abdulla Ateya Al Messabi, ADNOC Drilling CEO
00:28:10 – Satya Nadella, Microsoft Chairman & CEO
00:28:50 – Mark Zuckerberg, Meta Chairman & CEO
00:29:22 – Josh Gilbert, ETORO Lead Analyst Apac & Middle East
00:35:01 – Thomas Toepfer, Airbus CFO
00:39:04 – Anglo Said to Be in Talks to Sell De Beers
00:42:50 – Bank of England to Keep Rates on Hold at 3.75%
——–
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 Fed Decision, Big Tech Earnings & Oil Surge
05:13 Chip Misses Could Restart the Bull Case — Julian Emanuel, Evercore ISI
16:28 More Gulf States Could Join the Fight — Col. Wayne Sanders (Ret.)
20:56 Appetite for Equities Remains Strong — Julian Emanuel, Evercore ISI
32:45 AI’s Funding Test Isn’t Over — Ted Mortonson, Baird
41:49 Warsh’s Low-Info Strategy Fuels Volatility — Claudia Sahm, New Century Advisors
52:28 The Bar Is Too High for the AI Trade — Dan Suzuki, iCapital
1:06:44 Iran Believes Time Is on Its Side — Lt. Gen. Karen Gibson (Ret.), Academy Securities
1:21:27 Gold’s Next Move Depends on the Fed — Amy Gower, Morgan Stanley
1:29:34 Inflation Still Drives the Fed — Esther George, Former Kansas City Fed President
1:43:38 Markets Want AI Returns — Saira Malik, Nuveen
1:55:02 Microsoft Holds the Key to the AI Trade — Gil Luria, DA Davidson
2:11:25 Why Warsh Wants More Uncertainty — Stephen Stanley, Santander
2:17:25 Markets Need the Fed’s Reaction Function — Kay Haigh, JPMorgan Asset Management
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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