Brent crude and European gas fell after President Trump signalled new strikes on Iran won’t be necessary. European stocks headed for a record high, boosted by a resurgence in tech shares and banks along with a decline in energy prices.
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
00:01:40 – Markets Rally as Tech Recovers
00:03:00 – The Agenda: Anthropic IPO Plans and Market Volatility
00:04:14 – SoftBank Posts Surprise Loss
00:04:43 – The Agenda: Oil Slides as Trump Signals No Further Iran Strikes
00:06:52 – The Agenda: Nvidia Faces Growing China Scrutiny
00:09:36 – What to Watch
00:11:42 – Anthropic IPO Timeline and TSMC Growth
00:14:55 – HSBC CIO Willem Sels on Tech Rotation and Market Volatility
00:19:54 – HSBC CIO Willem Sels on Energy Prices, AI and Portfolio Strategy
00:21:20 – Need to Know
00:25:31 – Canadian Foreign Minister Anita Anand on Russia-Ukraine Talks
00:29:06 – Canadian Foreign Minister Anita Anand on Canada-US Relations After the Midterms
00:32:15 – Canadian Foreign Minister on Iran and Closer EU Ties
00:35:59 – Hensoldt CEO Oliver Dörre on European Defense Growth
00:41:37 – MLIV: Market Outlook After the Tech Selloff
00:46:21 – European Markets Open Higher
00:50:25 – State Street’s Marija Veitmane on Tech Stocks and AI Data Centers
00:58:28 – Stocks on the Move: Infineon, Bayer and Renault
01:01:29 – Anthropic, Nvidia and the AI Trade
01:05:59 – Infineon CFO on Pricing and AI Demand
01:14:25 – French Trade Minister Nicolas Forissier on US-EU Tariffs, Tourism, Investment and Trade, Europe Responds to China’s Trade Surplus
01:24:40 – ECB’s Philip Lane on a December Rate Hike
01:27:32 – Oil Falls as Iran Tensions Ease
01:32:16 – Oil, US CPI and the Market Outlook
01:34:13 – Bank of England and Inflation Outlook
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