As the Middle East marks a year since the deadly Oct. 7 attacks by Hamas, Israel is locked in a multi-front war with no clear end. Trading is being shaped by signs of resilience in the US economy after employers added the most US jobs in six months in September. Wagers on a “no landing” scenario start to emerge. Goldman Sachs upgrades Chinese stocks to overweight, expecting the benchmark indexes to rise further on improved valuations due to Beijing’s “decisive policy measures.” 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 Lizzy Burden.
Chapters:
00:00:00 – Intro
00:01:05 – The Agenda: ‘No Landing’ Bets, Chinese Stock Frenzy, Israel Marks October 7 Anniversary
00:12:47 – ‘No Landing’ Scenario in the US
00:23:33 – Bearish Traders Whipsaw by China Stimulus, Iran-Israel
00:38:48 – Stocks to Watch: UbiSoft, Rio Tinto, Richemont
00:45:41 – European Market Open; State Street’s Veitmane on Small Cap vs Large Cap Stocks
01:01:53 – Commerzbank CEO Bettina Orlopp on Unicredit Approach
01:06:19 – Tencent, UbiSoft Founding Family Considering Buyout
01:11:14 – BlackRock’s Evy Hambro: Cheaper to Buy Than Build in Metals
01:25:34 – One Year After Hamas’ October 7 Attack on Israel
01:31:02 – Donald Trump Returns to Assassination Attempt Site
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