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:
00:00:00 – Bloomberg Surveillance starts
00:04:49 – UBS’s Haefele Is Bullish on Equity Rally Broadening Out
00:17:56 – Former Centcom Head Sees ‘Prolonged’ US Mission in Iran
00:31:03 – HSBC’s Frank Lee on Intensifying Surge in Memory-Chip Stocks
00:41:43 – BMO’s Lyngen on Inflationary Risk, Fed Outlook
00:52:23 – Wells Fargo’s Cronk on the Tech Fueled Rally
01:05:32 – Pimco’s Cantrill on Paxton’s Runaway Texas Primary Win
01:19:56 – Investors Await Earnings for Consumer Read
01:28:25 – BofA’s Swiber on Risk of a Dovish Fed Fighting Inflation
01:40:20 – Yardeni: Dip-Buying Opportunities Are Wishful Thinking
01:52:38 – KeyBanc’s Vinh Sees Memory Sector Surges on Tight Supply and AI-Driven Demand
02:06:00 – T. Rowe Prices Sees Fed Holding Rates Next 12 Months
02:17:31 – Morgan Stanley’s Caron Says Selectivity Matters Amid Strong Tech and Semiconductor Rally
——–
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Republican Representative Mike Collins defeated Derek Dooley in a runoff election for the GOP Senate nomination in Georgia. Annmarie Hordern has more on the primary elections

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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Senator Tina Smith (D-MN) says Republicans and Democrats on Capitol Hill are skeptical of President Trump’s agreement with Iran. Senator Ted Budd (R-NC) says President Trump’s push to attach the SAVE America Act to a FISA extension may make both bills harder to pass. Senator Dick Durbin (D-IL), says he won’t presume the committee will “rubber stamp” Jamie McDonald’s nomination for US attorney in Manhattan after President Trump put Jay Clayton’s DNI confirmation on hold.

Chapters:
00:00:00 – Balance of Power: Late Edition Begins
00:00:30 – Opening Headlines – Iran Deal & New Fed Era
00:01:44 – Michael McKee on Kevin Warsh’s First Fed Meeting and Rate Outlook
00:04:10 – Tyler Kendall on Trump’s Iran Deal Announcement from the G7 Summit
00:07:09 – Sen. Tina Smith (D-MN) on Iran, Inflation, and Housing
00:15:29 – Power Moves: Top Financial Moves
00:18:00 – Sen. Ted Budd (R-NC) on Iran, Israel, and Intelligence Issues
00:26:10 – Michael Shepard on AI Takes Center Stage at the G7 Summit
00:30:45 – Sen. Dick Durbin (D-IL) on DNI, Iran, and Supreme Court Cases
00:40:09 – UK Conservative Economic Agenda
00:41:21 – Political Panel: Iran Deal, 2026 Midterms, and Georgia Results
——–
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US President Donald Trump says the Strait of Hormuz will reopen by Friday, but his European allies don’t share his optimism. Also on the show: Global stock rally cools; Oil heads for longest losing run this year following Hormuz deal; BOJ raises rate to 31-year high; Iran war pushes GCC nations to rethink defense priorities. Guests include: Dalia Fahmy, Long Island University Director of International Relations and Diplomacy & Associate Professor of Political Science; Mehvish Ayub, Bank of Singapore Head of Managed Solutions Advisory; Paul Gooden, Ninety One Natural Resources Head; Mehran Kamrava, Georgetown University in Qatar Professor of Government.

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
00:04:06 – Trump hails Iran deal even as divisions remain
00:11:17 – Dalia Fahmy, Long Island University
00:18:49 – Mehvish Ayub, Bank of Singapore
00:27:49 – BOJ Hikes as Expected
00:31:01 – Paul Gooden, Ninety One
00:38:01 – Mehran Kamrava, Georgetown University in Qatar
00:43:54 – G7 allies question Trump’s Hormuz optimism
——–
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A global relief rally drove stocks and bonds higher while oil tumbled to a three-month low after the US and Iran agreed to end their war and reopen the Strait of Hormuz. President Trump said the waterway will reopen upon the signing of the deal on Friday. The event would then trigger the start of 60 days of talks on Iran’s nuclear program.

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
00:02:21 – The Deal is Now Complete: Trump on Iran
00:03:49 – Stocks Surge, Treasuries Rally
00:05:32 – Anthropic Disables Mythos Access
00:09:36 – I Have to Kill Inflation if it Awakens: Lagarde
00:11:40 – US, Iran Agee to Deal
00:18:36 – S&P Futures
00:25:19 – Dollar Falls
00:30:24 – Bank of England Expected to Hold Rates
00:36:41 – US Government’s Anthropic Ban
00:47:43 – Stocks to Watch: Oil majors, Airlines, Drinksmakers
01:06:34 – Energy Stocks
01:14:35 – Russia Strikes Kyiv After Putin-Trump Talk
01:17:16 – G7 Meeting in France
01:28:05 – Strait of Hormuz to Open Friday: Trump
01:32:00 – Fed Rate Hike Bets After Iran Dea
——–
More on Bloomberg Television and Markets

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