Global equities have shaken off their war-driven losses as optimism for a resolution to the conflict added momentum to a rally that’s been powered by revived expectations for artificial intelligence. The resumption of oil flows through Hormuz would also reduce risks around the war’s economic impact.

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
00:00:36 – Market Check
00:01:17 – Iran Wants to Make a Deal: Trump
00:04:44 – Maersk Earnings
00:06:05 – Shell Announces Share Buyback
00:07:07 – AI Demand, Tech Stock Rally
00:08:55 – Hantavirus Patients Evacuated
00:09:23 – US Begins Paying Tariff Refunds
00:09:45 – GameStop CEO Says Ebay Account Suspended
00:13:03 – Maersk CEO on Iran War
00:25:55 – Vestas Wind Systems CEO
00:38:08 – Oil Price, Brent Crude Levels
00:47:38 – Stocks to Watch: Oil Stocks, Maersk, Bouygues
01:04:10 – Pandora CEO on Silver Prices
01:12:08 – Riksbank Leaves Rates Unchanged
01:20:33 – Quantum Motion CEO
01:28:50 – Shell Says Profits Rise
01:33:27 – S&P Futures
——–
More on Bloomberg Television and Markets

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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg …

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Prime Minister Keir Starmer will make a speech to try to save his premiership and hold back calls for a change in leadership.

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

Chapters:
00:00:00 – MLIV
00:00:02 – Iran War: Global Equity Market Unfazed
00:00:44 – Asian Stock Rally, Kospi Surge
00:01:53 – AI Bubble, Inflation Stage
00:02:27 – Xi Jinping, Trump Meeting
——–
More on Bloomberg Television and Markets

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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.

On today’s show, the ceasefire between the US and Iran reached a particularly precarious moment as President Donald Trump said the agreement was on “massive life support” after he rejected Tehran’s latest peace offer. The Middle East and trade are expected to top the agenda when President Trump and Chinese counterpart Xi Jinping meet Thursday morning in Beijing.

The Kospi saw wild swings — shedding more than $300 billion in value over 97 minutes, and then paring losses — after a top South Korean official floated the idea of a “citizen dividend” using AI profits but later clarified it would be funded by excess profits.

And Keir Starmer is facing growing pressure to step down as Britain’s prime minister after dozens of members of Parliament, including Cabinet allies, are said to have joined calls for Starmer to set out a timetable for his departure.

Today’s guest: Maria Ferraro, Siemens Energy, CFO.

Chapters:
00:00:00 – Daybreak Europe – 5/12/2026
00:03:46 – Asia Markets Check
00:06:36 – Trump Dismisses Iran Response
00:09:16 – Bond Traders Brace for UK Political Fallout
00:14:17 – Siemens Energy CFO Maria Ferraro
00:20:48 – Ukraine / Trump Battleships / South Africa
00:26:22 – Front Page News
00:27:36 – Starmer Under Fire
00:30:53 – Japan Bond Yields Jump
00:33:49 – Taiwan Arms Sales
00:37:28 – Korea Floats ‘Citizen Dividend’
00:41:39 – Boeing Prep for China Meeting | The Big Take
00:45:11 – Chart Talk
——–
More on Bloomberg Television and Markets

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