Yemen’s internationally-recognized government, backed by Saudi Arabia, claimed to have regained territory from the Houthis, as fighting in the region near the Bab el-Mandeb strait intensifies. The Yemeni armed forces said they took control of the Red Sea city of Mokha on Monday after battles with the Iran-backed Houthis, according to Saba, a Yemeni news agency.
Hundreds of French high schools are shut as teacher unions join a student-led protest movement demanding more money for education.
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
00:01:23 - France's Political and Fiscal Risks
00:04:38 - Bessent, US Debt and Rising Treasury Yields
00:06:02 - AI Fundraising: OpenAI, Moonshot and DeepSeek
00:08:30 - Tech's Rising Cost of Capital
00:13:15 - Schroders' Global Fixed Income Fund Manager James Ringer on France and Fixed Income & Finding Value in Credit and Mortgage-Backed Securities
00:20:32 - Global Headlines: Russia, Security and Yemen
00:24:17 - Nasdaq Hits a Record Despite Higher Yields
00:24:41 - JPMorgan International Technology Investment Banking Co-Head Matthew Gehl on AI Investment and Capital Costs, the Tech IPO Pipeline
00:33:08 - Ray Dalio on France's Borrowing Problem
00:35:05 - French Student Protests Intensify, What to Expect From Le Pen's Counterbudget
00:39:00 - France's Bond Stress and Euro Weakness, Brazil's Post-Election Market Rally, The Outlook for Treasury Yields
00:42:31 - European Stocks to Watch
00:47:06 - European Markets Open Higher
00:49:40 - 7IM Co-CIO Shanti Kelemen on Can Stocks Keep Climbing the Wall of Worry, Is It Time to Buy Bonds, UK Housing Versus Other Investments
00:57:44 - European Stocks on the Move
01:05:21 - Could France's Bond Stress Become a Crisis
01:10:18 - European Stocks Rally as Yields and Oil Fall
01:13:34 - Morgan Stanley FX & Emerging Markets Strategy Head James Lord on Euro Weakness, Japan, Repatriation and the Yen, Spain's Political Risk and the Euro
01:22:06 - European Bonds Rally
01:23:03 - Wayve CEO Alex Kendall on Autonomous Driving, The Global Market for Autonomous Vehicles, Physical AI and Wayve's Growth Strategy
01:30:41 - What's Driving the Bond Market Rally, France, the Euro and the US Rates Outlook
01:33:53 - Closing and What's Ahead
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Hundreds of French high schools are shut as teacher unions join a student-led protest movement demanding more money for education.
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
00:01:23 - France's Political and Fiscal Risks
00:04:38 - Bessent, US Debt and Rising Treasury Yields
00:06:02 - AI Fundraising: OpenAI, Moonshot and DeepSeek
00:08:30 - Tech's Rising Cost of Capital
00:13:15 - Schroders' Global Fixed Income Fund Manager James Ringer on France and Fixed Income & Finding Value in Credit and Mortgage-Backed Securities
00:20:32 - Global Headlines: Russia, Security and Yemen
00:24:17 - Nasdaq Hits a Record Despite Higher Yields
00:24:41 - JPMorgan International Technology Investment Banking Co-Head Matthew Gehl on AI Investment and Capital Costs, the Tech IPO Pipeline
00:33:08 - Ray Dalio on France's Borrowing Problem
00:35:05 - French Student Protests Intensify, What to Expect From Le Pen's Counterbudget
00:39:00 - France's Bond Stress and Euro Weakness, Brazil's Post-Election Market Rally, The Outlook for Treasury Yields
00:42:31 - European Stocks to Watch
00:47:06 - European Markets Open Higher
00:49:40 - 7IM Co-CIO Shanti Kelemen on Can Stocks Keep Climbing the Wall of Worry, Is It Time to Buy Bonds, UK Housing Versus Other Investments
00:57:44 - European Stocks on the Move
01:05:21 - Could France's Bond Stress Become a Crisis
01:10:18 - European Stocks Rally as Yields and Oil Fall
01:13:34 - Morgan Stanley FX & Emerging Markets Strategy Head James Lord on Euro Weakness, Japan, Repatriation and the Yen, Spain's Political Risk and the Euro
01:22:06 - European Bonds Rally
01:23:03 - Wayve CEO Alex Kendall on Autonomous Driving, The Global Market for Autonomous Vehicles, Physical AI and Wayve's Growth Strategy
01:30:41 - What's Driving the Bond Market Rally, France, the Euro and the US Rates Outlook
01:33:53 - Closing and What's Ahead
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts