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 6/4/2026
00:00:07 – Tech Story
00:00:34 – SpaceX
00:01:37 – Mega IPOs
00:02:41 – Oil
00:03:09 – Promo: Money & Macro
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from the Middle East. On today’s show, Georgia Tech Professor Adam Stulberg, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino, Bluestack Strategies Founder Maura Gillespie and Decision Tree Research Founder and CEO Gregory Allen.

Chapters:
00:00:00 – Balance of Power: Early Edition
00:03:55 – Oil Jumps on Report Iran to Suspend US Talks
00:05:16 – Iran Halted Talks with US, Threatened Hormuz Closure
00:08:20 – Trump Optimistic Over Iran as Clashes Continue
00:10:13 – Oil Jumps on Report Iran to Suspend US Talks
00:16:39 – Russia Finance Officials Tell Putin War Spending Is Unaffordable
00:20:13 – Congress Prepares to Return to Reconciliation Fight
00:28:06 – Trump: Hezbollah Agreed All Shooting Will Stop
00:34:24 – Anthropic Files Confidentially for IPO
00:37:52 – Trump’s Delay of AI Orders Puzzles Tech Policy World
00:43:42 – CEO of NVIDIA, Jensen Huang: Useful AI Has Arrived
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:03 – Asian markets slide as AI-led rally cools and rotation accelerates
00:05:35 – Broadcom CEO Hock Tan on why generative AI growth outweighs M&A
00:08:02 – Tan on avoiding distractions and focusing on AI infrastructure demand
00:09:46 – BNP Paribas’ Grace Tam on AI correction and healthy pullbacks
00:11:31 – Tam on broadening the AI infrastructure trade beyond chips
00:19:51 – HSBC, AIA slump after report of Hong Kong bank account curbs
00:23:41 – Preview of India’s RBI decision as rupee falls to record lows
00:26:29 – First Global’s Devina Mehra on India market sentiment
00:33:01 – Mehra on India not being a pure AI market
00:39:00 – Indonesia releases details of commodity export control plan
00:40:05 – DBS Bank’s Radhika Rao on Indonesia’s market rout and policy risks
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US stocks struggled to build on record gains as growing strains on the ceasefire between the US and Iran sent oil prices higher for a third straight day. The cautious mood follows flare-ups in the Middle East that are testing a fragile truce between Washington and Tehran, with US forces intercepting ballistic missiles and drones aimed at neighboring countries and striking an Iranian command center in response.

The US is proposing new tariffs of at least 10% on imports from 60 trading partners in President Donald Trump’s biggest move to rebuild his protectionist wall since his earlier levies were struck down by the US Supreme Court.

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 – 6/3/2026
00:01:24 – Trump Rebuilds Tariff Wall
00:04:23 – Oil Gains Amid Fresh Strikes
00:06:39 – AI Enthusiasm
00:08:42 – Daybook
00:09:29 – BOJ Rate Decision Preview
00:13:18 – SpaceX IPO
00:20:51 – Need To Know
00:25:30 – UBS Chief US Economist Jonathan Pingle
00:36:01 – US and Iran Exchange Strikes
00:38:49 – Markets in 3 Minutes
00:42:29 – Stocks To Watch
00:47:52 – The Market Open
00:51:04 – JPMorgan Private Bank’s Nataliia Lipikhina
00:59:41 – Core 6 & Early Morning Movers
01:04:01 – Inditex shows Resilience
01:08:25 – US Proposes Levies of at Least 10%
01:14:51 – SpaceX IPO
01:17:56 – Xpeng Vice Chairman & President Brian Gu
01:28:46 – Yen Suddenly Strengthens Vs Dollar
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Oil rose from a six-week low as uncertainty continues over the outlook for a peace deal to end the US war in Iran and open the Strait of Hormuz. Bloomberg’s Anthony di Paola reports.
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