9 September 2026
Brent oil surged toward $100 a barrel after Saudi Arabia halted some energy operations near its border with Yemen due to attacks, highlighting risks to supply from the region. Novartis shares plunge as much as 10%, marking the worst day since 2020, after its del-desiran treatment for a rare muscle-wasting disease failed to meet the primary endpoint in a phase 3 trial. Vontobel said this is another “major pipeline setback.” Corrects guest's company name and title at 01:01:35:18. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson and Tom Mackenzie. 00:00:00;00 — The Opening Trade 00:00:28;03 — Market Check 00:02:06;14 — Yen Closes in on 2026 High 00:04:41;00 — Brent Crude Near 100$/Barrel 00:07:15;17 — Canada Tariffs Take Effect 00:11:42;16 — Japan Real Wages Biggest Gain in 5 Years 00:18:29;29 — US Nonfarm Payrolls 00:27:52;00 — Goldman Sachs: M&A Across the Globe Up Significantly 00:37:00;29 — Canada Hits Back at US with New Tariffs 00:47:47;06 — Stock to Watch: Novartis, Miners, ASML 01:00:54;05 — Novartis Stock Falls 01:04:25;21 — Iran Says Oman Hormuz Deal Days Away 01:06:02;06 — Mistral AI CEO Arthur Mensch 01:15:26;14 — Global Bond Yields Near Highest Levels in Years 01:26:40;03 — Marathon Asset Management CEO Bruce Richards 01:32:29;27 — Bruce Richards on Fed, Energy Prices
