2 October 2026
A selloff in global debt has fueled a rout that’s hitting harder and faster in France than anyone expected, with nerves fraying about missed deficit targets and policy gridlock. The US jobs report is set be a macro highlight at a time when resilient data are supporting riskier assets while giving the Federal Reserve room to tighten policy to fight inflation. Economists estimate the reading will show nonfarm payrolls rose 90,000 last month after climbing in August by the most since March. 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 00:00:57 - Market Check 00:02:06 - French Bond Risk Spillover 00:05:36 - US Deploying 10,000 Troops to Persian Gulf 00:07:29 - Anthropic Targets Mid-November Mega IPO 00:12:24 - France Vs. Germany 10-Year Spread 00:25:17 - European Bond Market Check 00:36:02 - Anthropic IPO Target 00:40:15 - France, Paramount Show Rising Bond Risks: MLIV 00:47:30 - Stocks to Watch: Volvo Car, Sportswear, IG Group 01:03:10 - Nike Stock Outlook 01:06:28 - France Debt Risk 01:15:48 - Brazil Presidential Election 01:27:16 - US Steps Up Pressure on EU 01:34:44 - S&P Futures Check
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