Saudi-Led Forces Claim Advances, French Student Unrest Spreads
Bloomberg TelevisionYemen’s internationally-recognized government, backed by Saudi Arabia, claimed to have regained territory from the Houthis, as fighting in the region near the Bab el-Mandeb strait intensifies. The Yemeni armed forces said they took control of the Red Sea city of Mokha on Monday after battles with the Iran-backed Houthis, according to Saba, a Yemeni news agency. Hundreds of French high schools are shut as teacher unions join a student-led protest movement demanding more money for education. 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 00:01:23 - France's Political and Fiscal Risks 00:04:38 - Bessent, US Debt and Rising Treasury Yields 00:06:02 - AI Fundraising: OpenAI, Moonshot and DeepSeek 00:08:30 - Tech's Rising Cost of Capital 00:13:15 - Schroders' Global Fixed Income Fund Manager James Ringer on France and Fixed Income & Finding Value in Credit and Mortgage-Backed Securities 00:20:32 - Global Headlines: Russia, Security and Yemen 00:24:17 - Nasdaq Hits a Record Despite Higher Yields 00:24:41 - JPMorgan International Technology Investment Banking Co-Head Matthew Gehl on AI Investment and Capital Costs, the Tech IPO Pipeline 00:33:08 - Ray Dalio on France's Borrowing Problem 00:35:05 - French Student Protests Intensify, What to Expect From Le Pen's Counterbudget 00:39:00 - France's Bond Stress and Euro Weakness, Brazil's Post-Election Market Rally, The Outlook for Treasury Yields 00:42:31 - European Stocks to Watch 00:47:06 - European Markets Open Higher 00:49:40 - 7IM Co-CIO Shanti Kelemen on Can Stocks Keep Climbing the Wall of Worry, Is It Time to Buy Bonds, UK Housing Versus Other Investments 00:57:44 - European Stocks on the Move 01:05:21 - Could France's Bond Stress Become a Crisis 01:10:18 - European Stocks Rally as Yields and Oil Fall 01:13:34 - Morgan Stanley FX & Emerging Markets Strategy Head James Lord on Euro Weakness, Japan, Repatriation and the Yen, Spain's Political Risk and the Euro 01:22:06 - European Bonds Rally 01:23:03 - Wayve CEO Alex Kendall on Autonomous Driving, The Global Market for Autonomous Vehicles, Physical AI and Wayve's Growth Strategy 01:30:41 - What's Driving the Bond Market Rally, France, the Euro and the US Rates Outlook 01:33:53 - Closing and What's Ahead -------- 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