US equity futures rise after a week of selloff in tech. The US says Washington and Tehran have agreed to pause attacking each other. South Korea plans to invest $880 billion into chips and data centers with firms including Samsung and SK Hynix. Ella Gude of BNY Investments Newton discusses the Fed’s Warsh era as central bankers gather for an annual forum in Sintra, Portugal.

00:00:00 Opening Headlines
00:00:42 Asia Markets: South Korea’s $880B AI Investment Push
00:02:03 Europe Markets & ECB Outlook
00:03:23 U.S. Markets Open Preview
00:04:38 Stocks in Focus: Samsung, SK Hynix & Corporate Movers
00:06:13 US-Iran Talks, Hormuz & Middle East Outlook
00:11:24 Trending on the Terminal
00:19:50 Front Page News
00:24:36 Ella Gude, BNY Investments Newton Head of Fixed Income
00:31:00 Trending on the Terminal
00:35:45 Hormuz, Ceasefire & Shipping Risks
00:41:42 What to Watch
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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, European Central Bank officials have cautioned that the inflation shock caused by the Iran war is not over yet. But policymakers at the ECB’s annual forum in Sintra stopped short of calling for another interest-rate increase for now. Kevin Warsh is due to speak at the conference, in his first appearance on the international stage as Fed Chairman.

Oil edged higher despite the US touting progress in indirect talks with Iran in Qatar. A senior US official says ships are continuing to transit the Strait of Hormuz at higher levels.

And the US has lifted export restrictions on Anthropic’s Fable 5 AI model, after the Trump administration’s security concerns were addressed. Anthropic says it will begin restoring access on Wednesday.

Today’s guest: Sabrina Khanniche, Pictet Asset Management, Senior Economist.

Chapters:
00:00:00 – Daybreak Europe
00:00:49 – Asian Stocks Stable After Two-Day Rally
00:06:33 – Fed’s Warsh Due to Speak in Sintra Today
00:11:05 – ECB Remains Alert on Consumer Prices
00:15:17 – US Says Witkoff, Kushner Had Positive Talks in Doha on Iran Deal
00:18:09 – Goldman Sachs Warns of Crude Oversupply
00:21:01 – Anthropic Releases Claude Science
00:24:58 – Oil Steadies as US-Iran Talks Continue
00:31:32 – Sabrina Khanniche, Pictet Asset Management, Senior Economist
00:37:05 – Ireland Targets Rise in EU Defense Spending
00:39:22 – Trump Reports at Least $1.4 Billion in 2025 Crypto Earnings
——–
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Dan Skelly, managing director and head of the equity model portfolio team at Morgan Stanley Wealth Management, joins Lisa Mateo and Tom Keene on “Bloomberg Money.”
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Fed Chair Kevin Warsh takes center stage in Sintra with fresh signals on inflation and price stability, while the ECB weighs the global outlook. Plus, Anthropic’s Fable 5 gets the green light as Meta accelerates its AI cloud push.  National Grid CEO Zoë Yujnovich joins Open Interest on her company’s role in powering the AI boom, and EQT’s Eric Liu on where private equity is finding the next AI winners.

Chapters:
00:00:00 – Open Intereset
00:01:49 – Stocks Fall, Dollar Climbs as Focus Turns to Warsh
00:06:05 – Central Bank Leaders Speak in Sintra
00:08:32 – Fed Policy Outlook & Forward Guidance Debate
00:10:10 – Global Central Banks: Inflation vs Growth Tradeoff
00:13:13 – High Interest | Global Inflation, Canada & UK Policy Debate
00:16:22 – AI Boom & Inflation: Capex, Productivity, Monetary Policy
00:23:21 – AI Impact on Jobs & Labor Markets
00:39:05 – Market Risks | AI Bubble, Leverage & Financial Stability
00:50:07 – Fed Balance Sheet Strategy & Policy Debate
01:03:27 – Panel Recap: Warsh Holds Line on No Forward Guidance
01:09:46 – Shana Sissel Banrion Capital Management | Stocks Pare Losses After Strong Manufacturing Data
01:24:50 – Eric Liu EQT | AI’s Trillion-Dollar Debt Binge
01:33:45 – Zoë Yujnovich National Grid | National Grid Invest $1.75 in US AI Power Firm
01:41:33 – Oil Falls US Says Iran Talks were Positive
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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, stocks in Asia headed for their biggest quarterly jump since 2009, as investors piled back into companies seen as beneficiaries of the AI buildout. Elsewhere, the yen extended its recent losses to weaken beyond 162 per dollar — a milestone that will generate unease in Japan and put traders on alert for intervention.

A top Iranian official says Iran is determined to maintain control over maritime traffic in the Strait of Hormuz, raising the stakes ahead of talks, which the US says will take place in Doha on Tuesday. Iran’s Deputy Foreign Minister Kazem Gharibabadi says there are no plans for Iranian officials to meet US delegates in Qatar.

And the ECB President Christine Lagarde has lauded Europe’s resilience to economic shocks in her opening speech at the ECB’s annual forum in Sintra, Portugal.

Chapters:
00:00:00 – Daybreak Europe
00:01:01 – Asia Stocks Set for Best Quarter Since 2009
00:04:38 – Japan’s Two-Year Bond Sale Sees Strong Demand
00:09:40 – Iran Says No Plans to Meet US Delegation in Doha
00:14:11 – Fed’s Cook to Stay for Now
00:17:15 – Trump Ruling Applies to FTC and Similar Agencies
00:19:25 – South African Migrant Protests
00:28:04 – Bloomberg Economics: Expect a Final ECB Hike In September
00:31:23 – EU-China Set October Deadline to Reset Trade Ties
00:35:01 – Maersk Raises Profit Outlook
00:40:33 – Talented US Immigrants are Looking Abroad
00:42:54 – Burnham Vows to Grow Economy by Taking Powers Out of London
00:44:49 – UK Set to Publish Defense Funding Plan
——–
More on Bloomberg Television and Markets

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