Trump & Iran Back in Focus, Korean Stocks Tumble | The Opening Trade 7/8/2026
Stocks fell, bond yields spiked and oil rallied after President Donald Trump thrust geopolitical risks back into focus by declaring the ceasefire between the US
Stocks fell, bond yields spiked and oil rallied after President Donald Trump thrust geopolitical risks back into focus by declaring the ceasefire between the US and Iran to be over. The AI rotation trade is gathering pace in Asia as investors pull money from the chipmakers that powered this year’s rally and hunt for cheaper ways to play the technology boom. 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 and Guy Johnson. Chapters 00:00:00 - The Opening Trade 00:00:28 - Market Check 00:02:06 - US Carries Out Iran Strikes 00:04:00 - Korean Stock Market Declines 00:06:19 - Nigel Farage, Marine Le Pen Latest 00:10:05 - Leaders Arrive at NATO Summit 00:13:49 - US Strikes Iran 00:16:52 - NATO Military Committee Chair Giuseppe Cavo Dragone 00:24:23 - Kospi Eyes Bear Market 00:36:19 - Iran Ceasefire Deal Latest 00:44:07 - Belgium Foreign Minister on World Cup, Trump 00:47:20 - Stocks to Watch: Defense stocks, Lufthansa, Kering 01:06:49 - Alibaba Stock Jumps Most in 10 Months 01:18:30 - AI Debt Floods Credit Markets 01:25:18 - Europe Doesn't Have Growth, But it Has Wealth: Paul Horvath 01:27:52 - Le Pen Free to Run for French Presidency 01:31:37 - Macron Arrives at NATO 01:33:46 - FOMC Minutes More on Bloomberg Television and Markets Like this video?
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