Oil gained after a report that the White House asked the Pentagon to draw up strike options against Iran that could be executed before the midterm elections. Brent climbed above $102 a barrel, while West Texas Intermediate traded near $90. The report in The Atlantic cited two administration officials, and runs counter to a widespread assumption that President Donald Trump would hold off on escalating the conflict with Tehran before the polls next month. Marine Le Pen has reasserted her hold on the National Rally party since courts cleared her to run for the highest office, with differences over policy and style emerging in public view. "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: Opening Headlines 00:01:22 - Samsung Earnings & the AI Memory Boom 00:04:08 - Oil, Gas & Middle East Tensions 00:06:46 - EU-China Trade Talks & Rare-Earth Risks 00:10:50 - Samsung’s Record Profit Falls Short of Expectations 00:14:02 - Globaldata TS Lombard Chief Economist Freya Beamish on US Treasury Yields, Japan, Repatriation Flows & Global Bond Markets 00:20:49 - Need to Know: F-35 Shipment, Russia & French Diesel Reserves 00:22:25 - France’s Bond Market & Debt Issuance 00:25:23 - Aviva Investors Fixed Income Global Head Fraser Lundie on Energy Prices & Bond Markets, AI Risks, Capex & Credit Markets, French Bonds 00:35:17 - Europe Takes a Tougher Line on China, Chinese Hybrid Vehicles & Rare-Earth Retaliation 00:39:54 - Oil Spike Would Be Just The Worst: MLIV 00:43:18 - Stocks to Watch: Italian Banks, Tesco & Aberdeen 00:48:53 - Energy Rises as Banks & Tech Fall 00:50:28 - JPMorgan Private Bank EMEA Equity Strategy Head Nataliia Lipikhina on the AI Trade, Treasury Yields, Earnings Outlook, & Europe’s Vulnerability to Oil 00:58:53 - European Stocks on the Move 01:02:57 - Samsung, AI Expectations & Tech Valuations 01:06:49 - US Considers Iran Strike Options, Iran, Houthis & Escalation Risks 01:10:37 - EasyJet Reducing Capacity This Winter on Fuel Costs 01:13:59 - Need to Know 01:15:25 - European University Institute's Maria Demertzis on Germany and France Push Tougher China Policy, China’s Rare-Earth Leverage Over Europe 01:26:02 - General Catalyst's Jeannette zu Furstenberg on Europe’s Tech & Defense Dependence on China, Rebuilding Europe’s Industrial Capabilities 01:32:03 - Europe Faces a Stagflationary Squeeze, European Bonds & ECB Rate Risks -------- 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