Oil and Gas Fall on Iran De-escalation Hopes

Brent crude and European gas fell after President Trump signalled new strikes on Iran won’t be necessary. European stocks headed for a record high, boosted by a resurgence in tech shares and banks along with a decline in energy prices. 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 00:01:40 - Markets Rally as Tech Recovers 00:03:00 - The Agenda: Anthropic IPO Plans and Market Volatility 00:04:14 - SoftBank Posts Surprise Loss 00:04:43 - The Agenda: Oil Slides as Trump Signals No Further Iran Strikes 00:06:52 - The Agenda: Nvidia Faces Growing China Scrutiny 00:09:36 - What to Watch 00:11:42 - Anthropic IPO Timeline and TSMC Growth 00:14:55 - HSBC CIO Willem Sels on Tech Rotation and Market Volatility 00:19:54 - HSBC CIO Willem Sels on Energy Prices, AI and Portfolio Strategy 00:21:20 - Need to Know 00:25:31 - Canadian Foreign Minister Anita Anand on Russia-Ukraine Talks 00:29:06 - Canadian Foreign Minister Anita Anand on Canada-US Relations After the Midterms 00:32:15 - Canadian Foreign Minister on Iran and Closer EU Ties 00:35:59 - Hensoldt CEO Oliver Dörre on European Defense Growth 00:41:37 - MLIV: Market Outlook After the Tech Selloff 00:46:21 - European Markets Open Higher 00:50:25 - State Street's Marija Veitmane on Tech Stocks and AI Data Centers 00:58:28 - Stocks on the Move: Infineon, Bayer and Renault 01:01:29 - Anthropic, Nvidia and the AI Trade 01:05:59 - Infineon CFO on Pricing and AI Demand 01:14:25 - French Trade Minister Nicolas Forissier on US-EU Tariffs, Tourism, Investment and Trade, Europe Responds to China’s Trade Surplus 01:24:40 - ECB’s Philip Lane on a December Rate Hike 01:27:32 - Oil Falls as Iran Tensions Ease 01:32:16 - Oil, US CPI and the Market Outlook 01:34:13 - Bank of England and Inflation Outlook -------- 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