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.

The US and Iran exchanged strikes for the first time in about a month as American forces hit Iranian rocket launchers & the Islamic Republic responded by firing missiles toward Jordan.

Traders piled into bets that a quarter-point Fed rate hike next month is more likely than not as Federal Reserve Chairman Kevin Warsh doubled down on his vow to finally tame inflation that’s outpaced the central bank’s target for five straight years.

Today’s guest: Wolf von Rotberg, Equity Strategist, J Safra Sarasin

Chapters:
00:00:00 – Bloomberg Daybreak Europe Begins, Top Stories & Market Outlook
00:03:00 – Asian Stocks Fall on Fed Rate-Hike Bets
00:05:47 – US-Iran Strikes & Oil Prices Surge
00:09:30 – Kevin Warsh’s Jackson Hole Speech
00:10:43 – Fed Credibility & September Rate-Hike Outlook, Bank of Japan Rate-Hike Expectations
00:15:57 – Russia-Ukraine Strikes & Ground Offensive Risk, Russia, Iran & China Strengthen Ties
00:20:19 – Iceland Rejects Renewed EU Membership Talks
00:26:19 – Front Page News
00:27:15 – Fed Rate Hikes & U.S. Equity Outlook
00:28:12 – Wolf Von Rotberg, J Safra Sarasin Equity Strategist, on US Dollar, Gold, Bitcoin & the Debasement Trade, & Treasury Yield
00:36:51 – UBS Capital Rules & Swiss Banking Reform
00:41:11 – Germany’s Far-Right Election Test, What an AfD Victory Could Mean for Germany
00:45:30 – Fed Policymakers React to Kevin Warsh, Week Ahead
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Moody’s Analytics Chief Economist Mark Zandi says Nvidia’s earnings prove that the AI investment cycle is a “juggernaut” and critical to growth on “Balance of Power: Evening Edition.”
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OpenAI Chief Executive Officer Sam Altman says artificial intelligence will be the greatest boom in business the world has ever seen. He speaks to US Commerce Secretary Howard Lutnick at a tech event in North Carolina hosted by the US for G20 members.
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Bond traders have begun to treat Mexican debt like junk after the government has spent $130 billion to bail out state-owned oil giant Petroleos Mexicanos. Bloomberg’s Scott Squires explains.
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John Morgan has grown his legal practice Morgan & Morgan into a multi-billion dollar empire spanning all 50 states. His book “Life Is Luck: Lessons From a Paperboy and How to Improve Your Luck”, details the lessons he’s learned in his very full life. Morgan sat down with Bloomberg’s Romaine Bostick to discuss his company’s growth, private equity, and his book “Life Is Luck: Lessons From a Paperboy and How to Improve Your Luck”.
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