Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, 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.

Oil declined as US and Iranian negotiators explored a phased deal that would see Tehran reopen the Strait of Hormuz.

A global bond selloff that drove yields to multi-decade highs stabilized in Asia as oil snapped a two-day surge, offering investors some respite after a bruising stretch for debt markets.

And Donald Trump’s summit with China’s Xi Jinping has been heavy on pageantry and platitudes but light on substantive announcements, with the events shadowed by the US president’s preoccupation with construction projects and personal grievances.

Chapters:
00:00:00 – Daybreak Europe
00:04:23 – US, Iran Said to Be Exploring Phased Deal to Open Hormuz
00:07:59 – Yen Strengthens on Katayama’s Comments
00:11:43 – Bonds Stabilize as Oil Declines
00:14:49 – Trump-Xi Summit Low on Substance
00:17:59 – Trump: US, China ‘Never Gotten Along Better’
00:21:27 – Rutte: Plans Have Been Prepared in Case of Hybrid Actions
00:24:52 – ECB Succession Race
00:31:42 – Trump, Xi Thrust Fierce US-China AI Rivalry Into Spotlight
00:34:36 – Rise Follows Release of Meta’s Muse Personal AI
00:37:42 – Jitten: Need to Regulate AI
00:41:15 – Schnabel Will Leave ECB Board Early
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More on Bloomberg Television and Markets

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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Hendrik du Toit, CEO of Ninety One, says emerging markets need time for a shift to net-zero. Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, says he is still underweight treasuries.

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Investment banking is more competitive than ever. Jo Constantz breaks down what it takes to get your first job on Wall Street.
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Get a jump-start on the US trading day with Dani Burger on “Bloomberg Open Interest.” President Trump takes center stage at the United Nations General Assembly as world leaders step up diplomatic efforts. Oil wavers as Saudi Arabia looks to resume flows through a key pipeline, while traders watch for signs of progress toward reopening the Strait of Hormuz. Plus, AI fears linger as chip competition heats up and data-center backlash grows. Principal Asset Management Chief Global Strategist Seema Shah and Goldman Sachs Chief US Equity Strategist Ben Snider weigh in as caution grips Wall Street following a rally that pushed stocks near all-time highs.

Chapters:
00:00:00 – Open Interest
00:02:11 – Trump at the U.N., U.S.-China Talks & Global Diplomacy
00:06:27 – Alibaba’s AI Chip Challenge, Nvidia Competition & China’s AI Push
00:09:02 – On Holding’s Growth Story, Sportswear Competition & Consumer Trends
00:13:38 – High Interest | Greenland, Texas, Goldman Sachs
00:14:30 – Seema Shah Principal Asset Management | Oil Below $100, AI Rally Sustainability & Market Outlook
00:20:25 – Ben Snider Goldman Sachs | AI Bubble Fears, Earnings Growth & Market Positioning
00:33:03 – Top Calls | Valero, Fifth Third Bancorp, MetLife
00:34:04 – Goldman Sachs, Palmer Square & the Private Credit Expansion
00:39:49 – Trump’s U.N. Agenda, Iran, Ukraine & Global Energy Diplomacy
00:56:23 – High Interest | FAA, Novo Nordisk, Goldman Sachs
00:57:15 – Private Credit Default Risks, CLO Markets & Retail Investor Exposure
01:01:36 – Texas Data Center Backlash, AI Infrastructure & Political Tensions
01:06:39 – resident Donald Trump at the United Nations
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Oil fell below $100 as robust flows through the Strait of Hormuz and diplomacy around the US-Iran war tamed a recent rally. Meanwhile, President Trump told Fox News he would “probably” be open to meeting his Iranian counterpart on the sidelines of the UN General Assembly this week. We get reaction from Chris Kennedy of Bloomberg Economics. Karen Veraa-Perry, Head of iShares Fixed Income Strategy within BlackRock’s Global Fixed Income Group, joins to talk markets. Toby Rice, President & CEO of EQT, joins for a look at natural gas’ role in global energy flows. CNN, MS Now and Politico filed a lawsuit seeking to allow their journalists to enter the White House grounds days after President Trump revoked their access. We discuss Katie Fallow, Deputy Litigation Director at Columbia University’s Knight First Amendment Institute.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:03:11 Markets: Stocks Rally, Oil Falls & Bitcoin Surges
00:06:13 U.N. General Assembly & Trump’s Diplomatic Agenda
00:08:34 Ukraine, China & the Trump-Xi Meeting
00:10:01 Trump, Mamdani & White House Press Access
00:11:59 BlackRock on Markets, Bonds & Geopolitical Risk
00:13:19 AI Risk & Portfolio Diversification
00:16:04 Fed Policy, Elections & Market Volatility
00:18:33 Energy Markets & Oil Below $100
00:21:03 Iran, Hormuz & Global Energy Security
00:23:01 EQT CEO on U.S. Energy Independence
00:25:06 Natural Gas Prices & Infrastructure
00:28:01 AI, Data Centers & Rising Energy Demand
00:32:12 White House Press Ban & Free Speech
00:35:33 First Amendment Fight Over Press Access
00:44:12 Stock Movers: Accenture & AI Safety
00:46:06 Paramount-Warner Bros. Deal
00:47:10 Critical Metals & Greenland’s Rare Earths
——–
More on Bloomberg Television and Markets

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