European stocks exposed to Brazil fell after President Luiz Inácio Lula da Silva came from behind to win Brazil’s runoff election, with investors dealing with the twin shock of Lula’s improbable win and Flávio Bolsonaro’s calls for the vote to be annulled.
The European Union is planning to use safeguard measures to cut imports of products from sectors including chemicals, furniture and machinery from China, according to people familiar with the matter.
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 – Bloomberg’s "The Opening Trade" Begins
00:01:39 – Lula’s Shock Brazil Election Victory
00:04:02 – Oil Falls Despite Trump’s Iran Rhetoric
00:05:41 – ECB, Fed and BOJ Decisions Ahead
00:06:21 – Massive Week for Tech and AI Credit
00:08:32 – What to Watch
00:11:28 – SpaceX’s $40 Billion Debt Deal, Central Banks and Hawkish Holds
00:15:07 – DZ Bank’s Sonja Marten on ECB Faces France and Inflation Risks, UK, Brexit and the Pound, Is AI in a Bubble
00:21:52 – Need to Know
00:25:40 – Bank of America’s Francisco Blanch on European Gas Hits Highest Since 2022, Europe’s Winter Gas Price Risk, Russia, Ukraine and the Diesel Market
00:39:23 – MLIV: Assessing the Market Reaction to Lula, Tech Earnings and AI Investment Risks
00:42:44 – European Stocks to Watch
00:48:03 – European Markets Open
00:51:54 – Jupiter Asset Management CIO Piers Hillier on Markets and Central Banks, France’s Fiscal and Bond Market Risks, Energy Prices and Portfolio Strategy
00:58:00 – Jupiter Asset Management CIO Piers Hillier on Investing in Latin America After Lula’s Win
01:05:12 – Roche Lung Cancer Drug Results
01:06:28 – SpaceX, Neo-Clouds and AI Debt
01:07:41 – Big Tech Earnings and AI Capex
01:09:45 – Brazil ETF Plunges After Lula Victory
01:14:48 – Need to Know: Iran, AI Productivity and Brazil
01:16:14 – Breaking News: EU-China Trade Tensions
01:17:10 – Societe Generale’s Phoenix Kalen on Brazil’s Election Shock and Market Outlook, Lula, Trump and US-Brazil Relations
01:26:10 – PIMCO’s Rupert Harrison on UK Budget Preview, Could the UK Hold an Early Election, Could the UK Move Closer to the EU
01:32:13 – The Busy Week Ahead
01:34:13 – Fed and ECB Rate Outlook
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