The violence that rocked France this weekend as cost-of-living protests degenerated into looting and burning nationwide is raising alert levels across Europe, where elections will be held in at least half a dozen countries next year.
Ukrainian President Volodymyr Zelenskyy accused Donald Trump of trying to pressure Kyiv into surrendering to Russia, escalating a week-long row with the US president.
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 Begins
00:01:17 – The Agenda: European Markets, French Unrest & Ukraine
00:04:00 – US-Ukraine Tensions & Energy Markets
00:06:00 – AI, Data Centers & Energy Constraints
00:08:03 – What to Watch This Week
00:10:04 – France Reels From Violent Protests
00:14:36 – Morgan Stanley Chief European Economist on France’s Fiscal Challenges, ECB Options & European Bond Markets
00:22:23 – Need to Know: Trump Backs Netanyahu & China Growth Rebounds
00:25:19 – Zelenskyy Accuses Trump of Pressuring Ukraine,
00:27:59 – Commerzbank Commodity & FX Research Head on Oil & Gas Outlook, Brent Oil Forecast at $85, Russia, Diesel & Sanctions
00:36:45 – Global Risk Appetite & Tech Rebound: MLIV
00:40:19 – Stocks to Watch
00:45:40 – European Market Opens Lower
00:50:05 – Citi European Equity Strategy Head on French Equities & Political Risk, European Earnings Outlook, Tech Concentration & AI Risk
00:59:36 – European Stock Movers
01:03:19 – Nscale IPO Faces Investor Pushback, Big Tech Earnings & AI Capex
01:06:18 – China GDP Growth Beats Expectations, China’s Domestic Demand Problem
01:11:04 – European Markets & French Banks
01:13:59 – Latest From the Streets of Paris
01:16:19 – Chatham House Russia & Eurasia Programme Associate Fellow on Political Fallout From French Protests, France’s Budget & Pension Problem
01:23:35 – 7IM CEO Dean Proctor on Tech Concentration & Portfolio Diversification, Managing Risk Beyond Tech
01:31:00 – AI Financing Concerns, Treasuries as a Hedge Against AI Risk
01:34:14 – Week Ahead: Earnings, PMIs & German Chancellor
——–
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