Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. President Donald Trump dismissed concerns that the conflict in Iran was draining American firepower as clashes resumed in the on-again off-again hostilities that have stretched more than six months, with neither side willing to restart negotiations to end the war. Global bond yields climbed back to the highest level in almost two decades as rising oil prices fueled inflation concerns and investors ramped up expectations that the Federal Reserve will raise interest rates. Plus, Anthropic agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia, part of an effort to quickly expand its AI capacity, according to a person familiar with the matter. Today's guest: Lale Akoner, eToro, Global Market Analyst. Chapters: 00:00:00 - Daybreak Europe 00:01:23 - Japan’s 10-Year Bond Yield Hits 3% for First Time Since 1996 00:08:00 - Nvidia Mega-Deal Ushers MediaTek Into Top AI Chipmaker Club 00:11:55 - Trump Dismisses ‘Little War’ With Iran as Mideast Clashes Resume 00:14:26 - Bessent Meets With Finance Chiefs at G20 Gathering 00:17:05 - Modi Urges 'Friend' Putin to End Ukraine War 00:20:37 - Kaplan: Fed is Probably 50BP From Neutral 00:24:06 - Russia Faces Pushback 00:27:04 - Global Bond Selloff Sends Yields to the Highest Level Since 2008 00:30:02 - Lale Akoner, eToro, Global Market Analyst 00:34:23 - Europe Inflation Watch 00:39:22 - Shein's Valuation Drops 00:41:42 - US Army Secretary Driscoll Resigns After Clash With Hegseth -------- 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