Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Global Bond Rout, $92 Oil and AI Rate Risk
03:59 Earnings Make Rising Rates Tolerable for Stocks — Cameron Dawson, NewEdge Wealth
17:13 US Assumptions About the Iran War Have Proven Wrong — Lt. Gen. Karen Gibson (Ret.), Academy Securities
32:46 Venezuela Oil Deal May Not Be Sustainable — Doug Rediker, International Capital Strategies
40:52 ‘This Is an Inflation First Fed Right Now’ — Krishna Guha, Evercore ISI
52:40 Stocks Can Keep Grinding Higher Through Year-End — Jordan Jackson, JPMorgan Asset Management
1:06:36 The Last Thing the Economy Needs Is More Stimulus — Henrietta Treyz, Veda Partners
1:18:39 5% Is the ‘Magic Number’ for the 10-Year Yield — Krishna Memani, Lafayette College
1:29:10 Nvidia Is Backstopping the AI Ecosystem — Sara Araghi, Franklin Templeton
1:40:52 AI Trade Is Becoming More Rate Sensitive — Brent Schutte, Northwestern Mutual
1:54:47 Apple’s Next CEO Needs to Take Bigger Swings — Tom Forte, Maxim Group
2:05:36 Fed’s Hawkish Talk May Be More Rhetoric Than Action — Lindsey Piegza, Stifel
2:18:09 Small Caps Face an ‘Ominous’ Setup — Jonathan Krinsky, US Bancorp, BTIG
——–
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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.

Nvidia gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. The upbeat outlook offered relief to investors concerned about a bubble in the AI economy.

Bloomberg understands Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end. For now, Russia is said to be weighing an intensification of powerful conventional ballistic missile attacks on Kyiv, including the center of the capital, and infrastructure targets in other Ukrainian cities.

And Iran’s military said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz, as Tehran and Washington’s standoff over control of the crucial waterway continues.

Today’s guest: Vanessa Hudson, Group CEO, Qantas.

Chapters:
00:00:00 – Daybreak Europe
00:00:53 – Stocks, Futures Rise on Nvidia Outlook
00:03:14 – Nvidia CFO: Revenue to Grow About 70% in Fiscal 2028
00:07:07 – Asia Stocks Climb for Third Day on Outlook on Nvidia Outlook
00:10:53 – Nvidia Predicts AI-Fueled Sales to Surge Into 2028
00:14:32 – Qantas to Start Retiring A380 Superjumbos in 2028
00:15:01 – Vanessa Hudson, Group CEO, Qantas
00:20:22 – Qantas Profit Slumps to 4-Year Low as Fuel Costs Soar
00:23:45 – Nepal-China Border Flood Kills at Least 162
00:28:16 – Russia Said to Prepare to Escalate Ukraine War
00:33:18 – IRGC Says US Obstructing, Causing Delays
00:36:17 – Dangote Family on IPO Plans, Succession
——–
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Jaguar Land Rover’s first electric Range Rover will start at £154,070 ($208,420), a price tag that will test wealthy buyers’ appetites for a battery-powered sport utility vehicle. Nigel Blenkinsop, chief operating officer at Jaguar Land Rover, speaks on Bloomberg Television about the new vehicle, the outlook for sales in the US and competition with Chinese automakers.
——–
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US stocks and Treasuries drifted ahead of Federal Reserve Chair Kevin Warsh’s address at Jackson Hole, with traders looking for clarity on his economic outlook and strategy for bringing inflation back to target.

Warsh’s address, scheduled for 10 a.m. New York time, is shaping up as a crucial moment for markets as doubts about his commitment to taming inflation have helped push up long-term yields. A divided policy committee and the Treasury’s bond market intervention are further complicating the backdrop.

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 | 8/28/2026
00:01:20 – Warsh Speech in Spotlight
00:03:42 – AI Trade Revived
00:06:05 – Hormuz Flows Ease Oil Supply Fears
00:09:02 – Daybook
00:11:39 – Kansas Fed’s Schmid
00:14:42 – Freya Beamish of GlobalData
00:21:37 – Need To Know: Nepal, Infantino, “Lake America”
00:25:48 – Amy Gower of Morgan Stanley
00:32:11 – Chicago Fed’s Gooslbee
00:33:06 – Norway’s King Harald Dead
00:33:47 – MLIV
00:38:15 – Fiscal Focus for French Presidential Debate
00:40:54 – Stocks To Watch
00:47:59 – The Market Open
00:50:42 – Paul Jackson of Invesco
00:58:34 – Core 6 & Movers
01:15:34 – Chinese Hybrids Surge
01:18:53 – Robotaxis in London
01:20:31 – Ashwini Anburajan of Obi
01:28:19 – Fed Officials Split on Rate Path
01:29:22 – Warsh Speech Preview
01:31:36 – Nepal Flash Flood Death Toll Rises
——–
More on Bloomberg Television and Markets

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OpenAI CEO and co-founder Sam Altman discusses the rollout of GPT-6 Astra, the company’s latest AI model, and says the tech industry has done a terrible job of communicating the benefits of AI. Speaking with Ed Ludlow on “Bloomberg The Close,” Altman also says he assumes the company will go public one day.
——–
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