Inflation Fears Grow as US Leads Global Bond Selloff

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. Bond bears are pushing benchmark Treasury yields toward the closely-watched 5% level ahead of US inflation data that stands to determine expectations for a Federal Reserve interest-rate hike next week. And Bloomberg understands that OpenAI is considering slowing down the development of cutting-edge artificial intelligence, and the ChatGPT maker’s Chief Executive Officer Sam Altman is hoping other AI companies will do the same. Today's guests: Nataliia Lipikhina, JPMorgan Private Bank, Head of EMEA Equity Strategy; Helene Huby, The Exploration Company CEO and Founder. Chapters: 00:00:00 - Daybreak Europe 00:01:04 - Inflation Fears Drive Global Bond Selloff 00:03:37 - Deepseek's New Model Deals Fresh Blow to Peers 00:08:49 - Oil Rallies as Houthi-Saudi Fighting Escalates 00:11:06 - Iran, Gulf States to Discuss Hormuz Deal: FT 00:14:40 - OpenAI Is Open to Slowing Cutting-Edge AI, Altman Tells Staff 00:18:21 - UAE Plans to Invest $46 Billion in Germany 00:24:08 - Hitting the Brakes? 00:29:16 - Nataliia Lipikhina, JPMorgan Private Bank, Head of EMEA Equity Strategy 00:38:29 - Helene Huby, The Exploration Company CEO and Founder -------- 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