US & Iran Halt Attacks, Samsung, SK Prep Record Spending | The Opening Trade 6/29/2026

Posted on 06/29/2026
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The US and Iran have agreed to stop attacking each other before peace talks resume this week over the Strait of Hormuz and other issues, paving the way to end days of tit-for-tat attacks that tested a fragile truce. 

South Korea unveiled an ambitious plan aimed at cementing its status as a technological powerhouse, with companies led by Samsung Electronics and SK Hynix initiating large-scale investments in memory chips, data centers and robotics.

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

00:00:45 - Market Check

00:02:02 - Samsung, SK Hynix to Spend $518B

00:04:55 - US, Iran Halt Attacks

00:07:19 - Andrew Burnham Proposals

00:11:45 - SK Hynix, Samsung Major Spending Plans

00:24:56 - Bond Market Check

00:30:11 - Central Bank Face Inflation Pressures

00:35:12 - Oil Price, Brent Crude Levels

00:37:23 - Samsung, SK Hynix AI Spending

00:46:57 - Stocks to Watch: Defense Stocks, Prosus, BT Group

01:04:34 - South Korea Dominates AI Chip Market

01:09:07 - UK's New Defense Plan

01:14:52 - China-EU Trade Imbalance

01:29:07 - Rachel Reeves on Andrew Burnham

01:32:35 - Warsh to Make Global Debut at Sintra

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