A selloff in Treasuries resumed Monday as oil rallied after President Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz. Monday’s selloff in Treasuries comes after yields across tenors surged to multiyear highs last week amid hawkish comments from Federal Reserve officials. 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 00:00:28 - Market Check 00:02:20 - Oil Gains, Middle East Tensions Rise 00:04:27 - Bond Selloff Resumes 00:06:47 - UK Labour Party Conference Begins 00:22:02 - Armani May Sell 15% Stake 00:22:31 - US, China Tariff Deal 00:27:12 - UK Private Capital CEO Michael Moore 00:36:08 - US, Iran Talks Stall 00:38:25 - Houthis Targeted Saudi Capital Riyadh 00:39:12 - Yields to Keep Climbing on US-Iran Stalemate: MLIV 00:47:36 - Stocks to Watch: TotalEnergies, UK Homebuilders, Luxury 01:05:27 - Brent Crude Price 01:09:53 - Lagarde to Step Down as ECB President in 2027 01:15:02 - Arrested Men Aimed to Attack RAF Base: Trump 01:20:53 - Resolution Foundation Chief Executive Ruth Curtice 01:25:36 - OpenAI Pauses Training Most Capable Models 01:31:55 - Cohere Chief AI Officer Joelle Pineau 01:34:15 - US Jobs Report -------- 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