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A German hidden champion changes hands. Built by a family, sold for billions and now controlled from the US. Why are more and more owners willing to sell, and what does that mean for Germanys economy?
#ebm#Mulfingen#arbeitsplätze#US-Investor
Breaking news: Anthropic discloses $80 billion loss as the artificial intelligence company prepares to go public. https://t.co/XZOfoNaHv1
European stocks exposed to Brazil fell after President Luiz Inácio Lula da Silva came from behind to win Brazil’s runoff election, with investors dealing with the twin shock of Lula’s improbable win and Flávio Bolsonaro’s calls for the vote to be annulled.
The European Union is planning to use safeguard measures to cut imports of products from sectors including chemicals, furniture and machinery from China, according to people familiar with the matter.
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 - Bloomberg's "The Opening Trade" Begins
00:01:39 - Lula's Shock Brazil Election Victory
00:04:02 - Oil Falls Despite Trump's Iran Rhetoric
00:05:41 - ECB, Fed and BOJ Decisions Ahead
00:06:21 - Massive Week for Tech and AI Credit
00:08:32 - What to Watch
00:11:28 - SpaceX's $40 Billion Debt Deal, Central Banks and Hawkish Holds
00:15:07 - DZ Bank's Sonja Marten on ECB Faces France and Inflation Risks, UK, Brexit and the Pound, Is AI in a Bubble
00:21:52 - Need to Know
00:25:40 - Bank of America's Francisco Blanch on European Gas Hits Highest Since 2022, Europe's Winter Gas Price Risk, Russia, Ukraine and the Diesel Market
00:39:23 - MLIV: Assessing the Market Reaction to Lula, Tech Earnings and AI Investment Risks
00:42:44 - European Stocks to Watch
00:48:03 - European Markets Open
00:51:54 - Jupiter Asset Management CIO Piers Hillier on Markets and Central Banks, France's Fiscal and Bond Market Risks, Energy Prices and Portfolio Strategy
00:58:00 - Jupiter Asset Management CIO Piers Hillier on Investing in Latin America After Lula's Win
01:05:12 - Roche Lung Cancer Drug Results
01:06:28 - SpaceX, Neo-Clouds and AI Debt
01:07:41 - Big Tech Earnings and AI Capex
01:09:45 - Brazil ETF Plunges After Lula Victory
01:14:48 - Need to Know: Iran, AI Productivity and Brazil
01:16:14 - Breaking News: EU-China Trade Tensions
01:17:10 - Societe Generale's Phoenix Kalen on Brazil's Election Shock and Market Outlook, Lula, Trump and US-Brazil Relations
01:26:10 - PIMCO's Rupert Harrison on UK Budget Preview, Could the UK Hold an Early Election, Could the UK Move Closer to the EU
01:32:13 - The Busy Week Ahead
01:34:13 - Fed and ECB Rate Outlook
Luiz Inacio Lula da Silva defeats Flavio Bolsonaro in Sunday's runoff, catching prediction markets off guard after weeks of gains in Brazilian assets priced around a Bolsonaro win. Stock ETFs, the real, and bonds all look set to reverse sharply.
Elsewhere, France narrowly escapes a Moody's credit downgrade even as street protests resume in Paris for a second weekend.
#News#Reuters#Newsfeed
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by MetLife Investment Management Chief Market Strategist Drew Matus, Financial Times Associate Editor and “Sea Change” Author Rana Foroohar, Former Prime Minister of Israel Ehud Olmert, Texas Rep. Dan Crenshaw, Former US Ambassador to Israel Daniel Shapiro, CBS News, White House & Political Correspondent Ed O’Keefe and Puck Washington Author Abby Livingston.
Chapters:
00:00:00 - Bloomberg This Weekend Begins
00:01:42 - News Now with Lisa Mateo
00:04:37 - Trump Prepares for Iran Escalation After US and Israeli Elections
00:10:39 - US Intelligence Suggests Iranian Preparations to Attack Americans Are in “Advanced Stages”
00:15:39 - Netanyahu: Iran is Renewing Its Nuclear Program
00:18:00 - Lisa Mateo with News Now
00:19:42 - AI CapEx Spending in Focus Ahead of Q3 Earnings
00:23:46 - This Week: Big Tech Earning Continue After AI Rout
00:28:21 - Fed Expected to Hold Steady on Wednesday
00:29:34 - Can Japan’s Economy Afford Takaichi’s Gamble?
00:31:30 - News Now with Lisa Mateo
00:33:26 - Mass Rallies in Brazil on Eve of Presidential Election
00:41:30 - BTW with Lisa Mateo
00:48:30 - Top of the Hour with Bloomberg This Weekend
00:49:50 - Headlines with Lisa Mateo
00:52:01 - Economy and Foreign Policy on Minds of Voters
00:59:00 - World Powers Make Strategic Moves in Arctic
01:02:31 - Billions Pour in for Most Expensive Midterm Race Ever
01:06:30 - News Now with Lisa Mateo
01:08:10 - Fmr. Israeli PM Olmert Joins Bloomberg This Weekend
01:20:01 - Lisa Mateo with News Now
01:22:16 - Maria Eloisa Capurro on Fed Expected to Hold Steady on Wednesday
01:26:06 - NY Fed President Expects No Rate Increases in 2027
01:28:10 - Maria Eloisa Capurro on This Week: Big Tech Earning Continue After AI Rout
01:30:02 - Short Cocoa Supply Sends Chocolate Prices Up
01:37:02 - Top of the Hour with Bloomberg This Weekend
01:37:50 - Headlines with Lisa Mateo
01:40:35 - Rep. Dan Crenshaw Joins Bloomberg This Weekend
01:55:00 - News Now with Lisa Mateo
01:56:43 - 9 Days to Midterm Elections
02:00:55 - Today: President Trump Campaigns in Michigan
02:04:00 - Trump Defends Controversial Ad in OH Gov Race, Obama Says “No Office Is Worth Stooping That Low”
02:08:30 - Lisa Mateo with News Now
02:10:04 - Us Intelligence Suggests Iranian Preparations To Attack Americans Are in “Advance Stages”
02:12:21 - Tuesday: Israelis Will Vote in Critical Election, Netanyahu Faces Challenge From Gadi Eisenkot
02:18:30 - Bookmarked: Stories on Our Reading List
Things heating up in Serbia as the election hasn't gone as the Russian-backed Vucic regime planned, now pouring troops onto the streets, here readying (in true soviet fashion) to seizing the city's TV station. https://t.co/IMD7K4aVAS