US and Iran Trade First Strikes in Weeks | Daybreak Europe 8/31/2026

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. The US and Iran exchanged strikes for the first time in about a month as American forces hit Iranian rocket launchers & the Islamic Republic responded by firing missiles toward Jordan. Traders piled into bets that a quarter-point Fed rate hike next month is more likely than not as Federal Reserve Chairman Kevin Warsh doubled down on his vow to finally tame inflation that’s outpaced the central bank’s target for five straight years. Today's guest: Wolf von Rotberg, Equity Strategist, J Safra Sarasin Chapters: 00:00:00 - Bloomberg Daybreak Europe Begins, Top Stories & Market Outlook 00:03:00 - Asian Stocks Fall on Fed Rate-Hike Bets 00:05:47 - US-Iran Strikes & Oil Prices Surge 00:09:30 - Kevin Warsh's Jackson Hole Speech 00:10:43 - Fed Credibility & September Rate-Hike Outlook, Bank of Japan Rate-Hike Expectations 00:15:57 - Russia-Ukraine Strikes & Ground Offensive Risk, Russia, Iran & China Strengthen Ties 00:20:19 - Iceland Rejects Renewed EU Membership Talks 00:26:19 - Front Page News 00:27:15 - Fed Rate Hikes & U.S. Equity Outlook 00:28:12 - Wolf Von Rotberg, J Safra Sarasin Equity Strategist, on US Dollar, Gold, Bitcoin & the Debasement Trade, & Treasury Yield 00:36:51 - UBS Capital Rules & Swiss Banking Reform 00:41:11 - Germany's Far-Right Election Test, What an AfD Victory Could Mean for Germany 00:45:30 - Fed Policymakers React to Kevin Warsh, Week 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