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.
On today’s show, the US carried out a new round of strikes in Iran and revoked a waiver allowing new sales of its oil. Iran says it hit an airbase in Kuwait and the Fifth Fleet naval base in Bahrain. Oil advanced, while bonds and stocks retreated after the flare-up in tensions.
The head of NATO says it’s crucial that the US forcefully reacts when Iran violates the ceasefire. Mark Rutte was speaking as he arrived for the second day of the NATO summit in Turkey. US President Donald Trump will meet Ukraine’s President Volodymyr Zelenskyy today.
And the French far-right leader Marine Le Pen says she will stand in the 2027 presidential election after an appeals court shortened her election ban for embezzling EU funds.
Today’s guest: Camille de Courcel, BNP Paribas, Head of DM Rates Strategy and Economics, Europe.
Chapters:
00:00:00 – Daybreak Europe
00:03:05 – US Strikes Iran After Hormuz Shipping Attacks
00:08:16 – What the Escalation Means for US-Iran Talks
00:10:10 – Oil Prices Jump After Sanctions Reinstated
00:14:57 – Strait of Hormuz Shipping Risks
00:19:12 – NATO Summit: Iran Takes Center Stage
00:21:20 – Farage Quits as UK MP to Seek New Mandate
00:24:33 – NATO, Ukraine & European Defense Spending
00:27:35 – Camille de Courcel, BNP Paribas, Head of DM Rates Strategy and Economics, Europe
00:31:19 – Markets Reset as Geopolitical Risks Return
00:34:36 – Marine Le Pen Cleared for 2027 Presidential Race
00:43:11 – Microsoft AI, Samsung & Amazon Updates
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