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 -------- 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
Israel Ramps Up Gaza, Lebanon Strikes a Year After Hamas Attacks | The Opening Trade 10/07
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 -------- 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