Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Uncertainty hits the IPO pipeline as Oura delays its debut. Anthropic warns of catastrophic AI risks, Goldman weighs John Waldron as its next CEO, and Jefferies asset-management revenue plunges. Plus, Gary Gensler, Gabriela Santos and Meredith Whitney on AI risk, market euphoria and cracks in the US economy.

Chapters:
00:00:00 – Open Interest
00:01:24 – Anthropic IPO Risks, OpenAI Delays & Why Oura Pulled Its IPO
00:04:02 – OpenAI Safety Concerns, GPT-6.1 Astra Cancellation & AMD’s $8B AI Acquisition
00:07:00 – Goldman Sachs Succession Plan & John Waldron’s Path to CEO
00:10:10 – Market Movers: AMD, Meta, CarMax & Mortgage Data Shakeup
00:11:30 – High Interest | U.S.-Canada trade, Morgan Stanley, Jefferies
00:12:28 – Jefferies Earnings, Asset Management Losses & Investment Banking Outlook
00:17:40 – Gabriela Santos JPMorgan | 5% Treasury Yields, AI Leadership & Why Markets May Be Overreacting
00:30:38 – Top Calls | PepsiCo, Netflix, Kroger
00:31:37 – Gary Gensler MIT Sloan Professor | AI Risks, Anthropic’s Warnings, Bank Run Concerns & Financial Stability
00:42:08 – Breaking Wall Street: Piper Sandler Eyes Perella Weinberg
00:47:12 – Meredith Whitney Meredith Whitney Advisory Group | Consumer Stress, Inflation Pressures, AI Spending & Financial Cracks
00:55:50 – Private Credit Valuations, SEC Scrutiny & Higher Rate Risks
01:05:38 – Dax Dasilva Lightspeed | AI Shopping Agents, Retail Disruption & The Future of Local Commerce  
01:14:29 – Edward Skyler Citi | Impact of higher rates on development
01:22:07 – Goldman CEO Succession & Piper Sandler-Perella Weinberg Talks
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The far-right Alternative for Germany scored its best-ever result in a state election on Sunday amid growing public discontent with the political establishment, delivering a powerful blow to Chancellor Friedrich Merz.

Iran and the US carried out what appeared to be their largest tit-for-tat tanker strikes yet over the weekend, pushing oil prices higher as both nations continue to escalate a six-month war that has disrupted shipping and stoked global inflation.

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 Guy Johnson.

Chapters:
00:00:00 – The Opening Trade
00:00:47 – Market Check
00:02:18 – Asia Tech Stocks
00:03:55 – China Injects Capital into Mega Banks
00:05:45 – US Inflation
00:08:40 – AfD Wins German Election in Saxony-Anhalt
00:13:19 – Novartis Stock Falls
00:17:11 – US-Iran Tanker Attacks
00:22:04 – OpenAI GPT-6 Astra
00:26:51 – Friedrich Merz’ AfD Warning
00:30:55 – France Will Continue Ukraine Support: Jordan Bardella
00:43:29 – Japan Likely Sold Treasuries to Fund Intervention
00:48:00 – Stocks to Watch: Novartis, EssilorLuxottica, Autos
01:05:35 – Oil, Gas Prices Rise
01:10:07 – Germany’s AfD’s Best Results Ever in State Election
01:15:21 – China Injects $45B in Banks
01:23:54 – AfD Falls Short of Majority in State Vote
01:30:03 – UK Chancellor John Healey to Speak
01:34:34 – ECB Rate Decision
——–
More on Bloomberg Television and Markets

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Fidelity is opening a new 735,000-square-foot headquarters in Boston, complete with harbor views, a private bar and an in-office concierge. The move comes as the investment giant ends hybrid work for its Boston employees, requiring them to come into the office five days a week. Greg Ryan reports.
——–
More on Bloomberg Television and Markets

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Investors seeking to dump US assets and the US dollar would be taking “quite a dangerous bet,” UBS CEO Sergio Ermotti said Tuesday in a Bloomberg Television interview at the WEF in Davos, Switzerland https://bloom.bg/4qwbbkd

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Anna Edwards, Guy Johnson and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:00 – MLIV
00:00:07 – Brent Crude Price, Trump’s ‘Productive Talks with Iran’
00:01:38 – Stock Rally
00:01:57 – Trump-Xi Jinping Summit
——–
More on Bloomberg Television and Markets

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