Europe enters a new era of defence. President Emmanuel Macron said he’ll commence talks to use France’s nuclear capabilities to defend allies on the continent. It’s the latest push by a European country to establish strategic security as the US reduces its footprint on the continent. Germany’s spending plan drove Bunds on Wednesday to their worst session since 1990. The selloff extended Thursday to lift yields by another 10 basis points and spread to other . Bond investors are now waiting for the European Central Bank’s meeting, which is expected to deliver a 25 basis-point interest rate cut. President Donald Trump is exempting automakers from newly imposed tariffs on Mexico and Canada for one month, the White House said Wednesday, as a temporary reprieve following pleas from leaders at Ford, General Motors, and Stellantis on the matter on Tuesday, according to some of the people, who weren’t authorized to discuss details publicly.
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
00:01:38 – Macron Offers Nuclear Shield to Europe
00:10:52 – ECB Rate Decision Day
00:11:54 – ECB Complicating Factors
00:16:45 – Melrose CEO on European Defense Spending
00:24:00 – Schroders CEO: Earnings Growth in Sight
00:33:15 – Air France-KLM CEO: ‘Too Early’ to See Tariff Impact
00:46:03 – European Markets Open
01:02:29 – Starlink Rival Eutelsat Stock Surges
01:05:21 – Merck KgaA CFO: Uncertainty creating ‘CFO Bonanza’
01:12:06 – Stocks Markets Check
01:13:43 – ECB Rate Cuts: Traders Favor Only Two This Year
01:28:37 – European Defense Stocks Rise Again
01:30:49 – US Freezes Some Intelligence for Ukraine
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