Bond Selloff Drives Risk Aversion, US-Iran Peace Prospects Dim | The Opening Trade 8/18/2026

Bloomberg Television2 hours ago1:35:06

Stocks fell as long-dated bond yields pushed further into multidecade highs and oil prices extended their climb, draining traders’ appetite for risky assets. Equity markets are struggling under the weight of rising global borrowing costs as bond investors demand higher premiums to finance spendthrift governments and shield against persistently high inflation. Little prospect of an imminent breakthrough in the US-Iran war has also reinforced expectations that central banks will need to tighten monetary policy. 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 Guy Johnson and Tom Mackenzie. Chapters: 00:00:00 - The Opening Trade 00:00:55 - Market Check 00:01:52 - Global Bond Yields Rise 00:05:06 - Iran War: Diesel Premium to Crude Near Record 00:06:01 - Anthropic Revenue 00:08:07 - Nvidia Backs OpenAI Data Center Project 00:12:32 - Anthropic Expected to IPO Soon 00:18:16 - Katsu Curry Index Is Alternative to Big Mac's 00:18:34 - Yen Price 00:25:59 - Don't Think Oman Behave Very Well: Trump 00:38:59 - Yield Excitement Reaching Local Extreme?: MLIV 00:47:05 - Stocks to Watch: BHP, Stellantis, Henkel 01:02:10 - Oil Price Climbs 01:06:48 - BHP CEO on Escondida 01:13:45 - In No Hurry to End Iran War: Trump 01:18:09 - Food Inflation Pressure, Summer Drought 01:24:25 - Healey to Unveil UK Budget in October 01:30:27 - OpenAI Project 01:32:32 - Global Bonds Hit by Spending, Inflation -------- 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