Inflation Fears Grow as US Leads Global Bond Selloff

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.

Bond bears are pushing benchmark Treasury yields toward the closely-watched 5% level ahead of US inflation data that stands to determine expectations for a Federal Reserve interest-rate hike next week.

And Bloomberg understands that OpenAI is considering slowing down the development of cutting-edge artificial intelligence, and the ChatGPT maker’s Chief Executive Officer Sam Altman is hoping other AI companies will do the same.

Today’s guests:
Nataliia Lipikhina, JPMorgan Private Bank, Head of EMEA Equity Strategy; Helene Huby, The Exploration Company CEO and Founder.

Chapters:
00:00:00 – Daybreak Europe
00:01:04 – Inflation Fears Drive Global Bond Selloff
00:03:37 – Deepseek’s New Model Deals Fresh Blow to Peers
00:08:49 – Oil Rallies as Houthi-Saudi Fighting Escalates
00:11:06 – Iran, Gulf States to Discuss Hormuz Deal: FT
00:14:40 – OpenAI Is Open to Slowing Cutting-Edge AI, Altman Tells Staff
00:18:21 – UAE Plans to Invest $46 Billion in Germany
00:24:08 – Hitting the Brakes?
00:29:16 – Nataliia Lipikhina, JPMorgan Private Bank, Head of EMEA Equity Strategy
00:38:29 – Helene Huby, The Exploration Company CEO and Founder
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