JPMorgan and Goldman See Mideast Oil Flows Near Pre-War Levels

Bloomberg Television2 hours ago1:36:04

Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan Chase & Co. and Goldman Sachs Group Inc. US stocks and Treasuries rose with the Federal Reserve’s favored inflation gauge and earnings from Micron Technology Inc. due, updates that are key respectively to interest rates and the artificial-intelligence trade. 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 00:02:06 - Long-End Bonds Under Pressure 00:05:37 - Global Oil Market Roughly Rebalance: Goldman Sachs 00:08:40 - Donald Trump Backs AI Safety Audits 00:12:10 - 30-Year Treasury Yield Hits Highest Level Since 2002 00:16:52 - UK Economy Grew More than Expect in Q2 00:26:15 - Strait of Hormuz Crude Oil Flows 00:40:33 - US Dollar to Gain From Capital Flows: MLIV 00:47:20 - Stocks to Watch: Lundbeck, BMW, Greggs 01:03:03 - Elon Musk, AI CEOs Meet Trump 01:16:10 - France Bond Market Risks 01:22:14 - Edmond de Rothschild's Marie Jacot on France Politics 01:27:10 - Snowflake CEO Sridhar Ramaswamy 01:33:44 - US PCE Data Due -------- 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

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