Traders piled back into the artificial intelligence trade, lifting US stock futures following strong results from beaten-down neocloud firm CoreWeave and robust demand for Anthropic’s initial public offering.
The US bond market tumbled in yesterday’s trade, sending short-term yields surging by the most in 19 months, after consumer prices rose at a faster-than-expected pace and Federal Reserve officials warned the central bank may need to increase interest rates more aggressively.
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
00:01:23 – Tech Optimism, Inflation & Energy in Focus
00:01:40 – The Agenda: Anthropic’s Blockbuster IPO, CoreWeave Lifts Sentiment
00:03:41 – The Agenda: US Inflation, Fed Officials Rattle Bond Markets
00:05:40 – The Agenda: European Energy, Renewables in Focus
00:08:08 – What to Watch
00:09:45 – Anthropic and CoreWeave Boost the AI Trade
00:14:00 – Allianz CIO Ludovic Subran on Inflation, Rates and Market Risks
00:21:56 – Need to Know
00:25:18 – EDP CEO Miguel Stilwell d’Andrade on Europe’s Energy Outlook and Renewables
00:36:56 – ECB Rate Hikes and the Inflation Challenge
00:39:04 – MLIV: Tech, AI and Fed Policy
00:42:39 – Stocks to Watch
00:46:13 – European Markets Open Higher
00:50:05 – UBS’ Sonja Laud on Europe, AI Exposure and Bonds
01:03:56 – Vestas CEO Henrik Andersen on Earnings, Renewables and Data Centers
01:12:16 – European Stocks Rally on Renewed Tech Optimism
01:14:39 – Need to Know
01:15:46 – Anthropic IPO and CoreWeave Outlook
01:18:51 – Sunshine Lake’s Donald Stalter on Investing in AI, Opportunities Beyond Silicon Valley
01:26:58 – COP31 Focuses on Turning Climate Pledges Into Action
01:32:35 – Day Ahead: Fed Rates, Anthropic and the Tech Trade
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