The global aluminum market is being squeezed by two powerful forces at once: conflict in the Middle East and rising US tariffs. Industry executives say disruptions to production and shipping in the Gulf region are removing significant supply from global markets just as tariffs are already pushing prices higher for American buyers. Jean Simard of the Aluminium Association of Canada warns the full impact of blocked shipments and damaged smelters has yet to hit North America, while Norsk Hydro executive Trond Christophersen says Asian markets are facing even greater physical supply risks. For manufacturers like Minnesota-based Wolf Tooth Components, the combination of tariffs, supply disruptions and surging demand from AI data centers is driving costs sharply higher and creating new uncertainty across the aluminum supply chain.
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Bloomberg: The China Show is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:48 – AI rally continues as traders look ahead to Jensen Huang speech
00:05:11 – TSMC’s local investors narrow valuation gap with Wall Street
00:11:04 – Bernstein’s Rebecca Liang on China’s biotech advances
00:23:21 – China, HK markets open Monday
00:27:22 – Goldman Sachs’ Hui Shan reacts to China’s latest PMI data
00:35:08 – Pete Hegseth silent on Taiwan at Shangri-La Dialogue
00:39:00 – Philippines seeking closer ties with Taiwan, China adversaries
00:50:19 – What’s moving Asia markets today
00:58:44 – Exclusive: Akeso CFO says to boost manufacturing of cancer drug
01:09:02 – Alert: Explosion reported at Hanwha Aerospace in S. Korea: Yonhap
01:14:46 – Pete Hegseth trying to convince allies that US should stay quiet on Taiwan
01:17:54 – Germany’s Breuer says Europe needs clarity from US
01:23:21 – HSBC CEO targets HK clients, hires bankers
01:27:45 – Hanwha Aerospace targets global growth
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US equity futures fall and oil climbs after the US struck Iranian military targets for the second time this week. Snowflake surges after a stronger-than-expected annual outlook and signing a $6 billion deal with Amazon. Salesforce issues a tepid outlook. Michael Sneyd of BNP Paribas discusses Kevin Warsh’s challenges as Fed Chair ahead of US PCE numbers.

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00:00:55 – Global Market Check
00:03:22 – First Look Movers
00:12:49 – Trending on the Terminal
00:14:06 – Mistral AI CEO Arthur Mensch
00:23:09 – First Look Movers
00:26:52 – Michael Sneyd, BNP Paribas Markets Head of Cross-Asset & Macro Quantitive Strategy
00:32:35 – Trending on the Terminal
00:42:37 – What to Watch
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US President Donald Trump said talks with Iran over an interim peace deal will “work out well,” even as the countries’ forces clashed again near the Strait of Hormuz.

Trump, in a Truth Social post late on Sunday US time, said constant speculation over whether he’ll agree to a deal — which will likely see the two sides extend their ceasefire by around two months, with Iran reopening the strait and the US lifting a blockade of Iranian ports — weren’t helping.

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 – 6/1/2026
00:00:56 – Stocks Hit Record on AI Rally
00:04:25 – Softbank Invests in France
00:06:33 – Oil Rises Amid Iran Uncertainty
00:09:07 – Weekbook / Need To Know
00:16:56 – Viktor Hjort – BNP Paribas
00:25:01 – Lauréline Renaud-Chatelain – Pictet
00:35:26 – Deal To Extend Ceasefire Drafted
00:39:39 – Markets in 3 Minutes
00:43:20 – Stocks To Watch
00:47:55 – The Market Open
00:50:20 – Will Hobbs – Brooks Macdonald CIO
00:59:18 – Core 6 & Early Morning Movers
01:03:16 – EasyJet: No Talks with Castelake
01:07:27 – Softbank Pledges €75B in France
01:16:08 – Oil Rises from 6-Week Low
01:18:24 – Anna Rosenberg – Amundi
01:32:10 – AI Boom Keeps Tech Rally Going
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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.

The US said Israel and Lebanon agreed to a ceasefire if Hezbollah also stops fighting, the latest attempt by the Trump administration to keep peace talks with Iran on track as political opposition to the war intensifies.

The Republican-led House voted to halt the US war with Iran, breaking with President Donald Trump on an unpopular foreign conflict that is taking an escalating economic toll on Americans.

And momentum in the artificial-intelligence trade was dented by Broadcom delivering a disappointing forecast for AI chip revenue, signaling its efforts to gain ground in the burgeoning industry are going more slowly than anticipated.

Today’s guest: Lale Akoner, eToro, Global Market Analyst.

Chapters:
00:00:00 – Daybreak Europe
00:01:12 – Israel, Lebanon Reach Ceasefire as US Seeks to Revive Iran Talks
00:04:43 – Broadcom Slides After AI Chip Outlook Disappoints Investors
00:08:44 – Bitcoin Bounces Off Four-Month Low in Bruising Week for Crypto
00:15:52 – SpaceX Seeks $75 Billion in Record IPO to Fund AI, Launch
00:18:52 – Jamie Dimon to Pitch JPMorgan’s Ultra-Rich Clients on SpaceX IPO
00:20:58 – David Solomon on Goldman’s Role in SpaceX IPO
00:27:17 – AI Rally Record Highs Lose Momentum
00:31:45 – Lale Akoner, eToro, Global Market Analyst
00:37:26 – UK Labour Party Split on Direction After Local Vote Loss
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