President Donald Trump and Chinese President Xi Jinping agreed to extend a tariff truce an additional year, roll back export controls and reduce other trade barriers. The US will halve fentanyl-related tariffs on Chinese goods, while Beijing resumes purchases of soybeans, sorghum and other farm products.
The largest technology companies are betting on an AI future powered by gigantic complexes of data centers filled with humming servers.
Now that the staggering cost of this push is coming into sharper focus, it’s testing nerves on Wall Street.
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 Guy Johnson and Kriti Gupta.
Chapters:
00:00:00 – The Opening Trade
00:03:15 – Trump-Xi Meet for First Time in Six Years
00:06:38 – Fed Cuts, BOJ Holds, ECB Decision
00:09:11 – Puma Earnings
00:09:53 – China, US Discuss Tiktok
00:11:33 – Apple, Amazon Earnings
00:12:46 – Hurrican Melissa
00:13:51 – Dutch Election
00:15:18 – ING CEO
00:22:38 – China Reciprocal Tariff Suspension
00:25:45 – Credit Agricole CFO
00:35:31 – Xi, Trump in South Korea
00:40:27 – AI Stocks
00:46:56 – Stocks to Watch: Banks, Autos, AB InBev
01:04:23 – Airbus CEO on Engines
01:07:11 – Boeing Books $4.9 Billion Charge
01:11:03 – Alphabet Sales Beat on Cloud Sales
01:21:59 – Powell December Rate Cut ‘Far from Certain’
01:23:46 – ECB Rate Decision
01:27:53 – Dutch Elections, D66
01:32:28 – Tech Stocks Sink Premarket
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More on Bloomberg Television and Markets
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