A selloff in Treasuries resumed Monday as oil rallied after President Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz. Monday’s selloff in Treasuries comes after yields across tenors surged to multiyear highs last week amid hawkish comments from Federal Reserve officials.

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
00:00:28 – Market Check
00:02:20 – Oil Gains, Middle East Tensions Rise
00:04:27 – Bond Selloff Resumes
00:06:47 – UK Labour Party Conference Begins
00:22:02 – Armani May Sell 15% Stake
00:22:31 – US, China Tariff Deal
00:27:12 – UK Private Capital CEO Michael Moore
00:36:08 – US, Iran Talks Stall
00:38:25 – Houthis Targeted Saudi Capital Riyadh
00:39:12 – Yields to Keep Climbing on US-Iran Stalemate: MLIV
00:47:36 – Stocks to Watch: TotalEnergies, UK Homebuilders, Luxury
01:05:27 – Brent Crude Price
01:09:53 – Lagarde to Step Down as ECB President in 2027
01:15:02 – Arrested Men Aimed to Attack RAF Base: Trump
01:20:53 – Resolution Foundation Chief Executive Ruth Curtice
01:25:36 – OpenAI Pauses Training Most Capable Models
01:31:55 – Cohere Chief AI Officer Joelle Pineau
01:34:15 – US Jobs Report
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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.

00:00:00 Bloomberg Surveillance
00:06:12 Barbara Doran, BD8 Capital
00:18:10 Ed Mills, Raymond James
00:25:11 Morning Movers
00:26:48 On Our Radar
00:31:10 Amrita Sen, Energy Aspects
00:40:09 Gene Seroka, Port of Los Angeles
00:53:38 Jim Zelter, Apollo Global Management
01:13:16 Morning Movers
01:14:44 On Our Radar
01:19:38 Joe Feldman, Telsey Advisory Group
01:29:36 Michelle Meyer, Mastercard Economics Institute
01:40:33 Sameer Samana, Wells Fargo Investment Institute
01:49:47 Jamie Dimon, JPMorgan Chase CEO
02:10:07 Nela Richardson, ADP
02:17:41 Kristina Campmany, Invesco
02:25:40 Trading Diary

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People are being spotted emerging from New York City’s sewers, generating wild theories online about their intentions.
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President Trump greeted Xi at Joint Base Andrews, a break from protocol that gives Beijing a powerful visual opportunity to present China as an equal peer to the US. The state visit happens after Treasury Secretary Scott Bessent announced the US and China have agreed to extend their trade truce by two months.

Original filename: Xi visiting US Sept 24 – LIVE.mp4
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US equity futures and Treasuries hold steady ahead of the August payrolls report. US retail diesel prices rise to a record high as the wars roil the market. DeepSeek plans to deploy at least 160,000 of Huawei’s top accelerators at a massive new data center in Inner Mongolia. Mark Haefele of UBS Global Management and Veronica Clark of Citi join “Bloomberg Brief” to look ahead to the jobs report.

Chapters:
00:00:00 – Bloomberg Brief Begins – Markets Brace for Payrolls
00:00:50 – Global Market Check: Asian Markets, Yen & BOJ Rate Hike Expectations
00:02:00 – European Markets & ECB Rate Outlook
00:03:14 – US Markets, Treasury Yields & Oil Prices
00:04:33 – First Look Movers: Lululemon, Samsara & Adobe
00:06:01 – Mark Haefele, UBS Global Wealth Management CIO, on the Fed, AI & the Economy, Bond Strategy & the Risk of Stagflation
00:13:44 – Breaking News: DeepSeek’s Massive Huawei Chip Order
00:14:33 – Volkswagen Restructuring & 100,000 Job Cuts
00:17:13 – Sam Altman on AI Rules, Freedom & Public Backlash, Altman on Explaining AI’s Benefits and Risks
00:21:34 – Market Check: Treasuries, Oil & Diesel Prices
00:23:03 – First Look Movers: Lululemon, Samsara & Credit Bureaus
00:24:26 – Veronica Clark, Citi US Economist, on Payrolls Preview, CPI, PCE & the September Fed Decision & Oil Prices, War & Inflation Risks
00:31:56 – Trending on the Terminal
00:33:13 – Iran Conflict, Fuel Prices & US Political Fallout
00:34:37 – US-China Relations Ahead of Trump-Xi Meeting, Supreme Court Fight Over Mail-In Ballots
00:37:57 – Anthropic Moves Closer to an IPO, OpenAI vs. Anthropic in the AI Race, DeepSeek’s 160,000 Huawei Chip Deployment
00:42:34 – What to Watch
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