Israel Hits Beirut, SVP’s Khosla Warns a ‘Tsunami’ Coming for US Offices | The Opening Tradw 10/03

Israel’s warplanes bombed Beirut overnight, after eight of its soldiers were killed in southern Lebanon in ongoing ground battles against Hezbollah. French President Emmanuel Macron endorsed a temporary tax on the country’s largest companies. There are “problems galore” in US office real estate and it’s so troubled that it’s difficult to underwrite, according to Victor Khosla, the founder of credit investor Strategic Value Partners. 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 Kriti Gupta. Chapters: 00:00:00 - Intro 00:01:10 - The Agenda: Marcon and French Budget, BOE's Bailey on Rates, Japan's Ishiba on Rates, OpenAI Raises Funding 00:15:15 - Apollo's Marc Rowan: No Need for More Fed Cuts 00:23:30 - BOE's Bailey See Chance of More Aggresive Rate Cutes: The Guardian 00:38:27 - Tesco Raises Full Year Outlook 00:45:32 - European Market Open; Ninety One's Cunningham: Recession Risk Elevated 01:05:14 - Tesla's First 2024 Sales Gain Fall Short 01:11:35 - SVP’s Khosla Warns There’s a ‘Tsunami’ Coming for US Offices 01:26:46 - Macron Endorses Taxes on Large French Companies -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts