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Markets rebound after AI slump, 'Good Progress' on Ukraine Peace Talks | The Opening Trade 11/24
1:35:37
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Bloomberg Television
Markets rebound after AI slump, 'Good Progress' on Ukraine Peace Talks | The Opening Trade 11/24
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. Technology stocks led gains in global equities as investors prepared for a week of key economic data amid rising expectations for a December US interest-rate cut. Oil and European defense stocks edged lower as traders weighed prospects for a potential Ukraine-Russia peace deal. Ihor Brusylo, deputy head of Ukraine President Volodymyr Zelenskiy’s office discussed prospects for talks between Zelenskiy and US President Donald Trump in the coming days. Correct: An on-screen graphic incorrectly said 'Defense Falls As UK-Russia Deal Talks Progress'. It should have said 'Defense Falls As US-Ukraine Deal Talks Progress'. Chapters: 00:00:00 - The Opening Trade 11/24/25 00:02:19 - Sec. Rubio Sees Ukraine Deadline Easing After Talks 00:04:32 - Stocks Extend Rebound on Fed Rate-Cut Optimism 00:07:01 - BHP Walks Away as Fresh Anglo Approach Fails 00:08:49 - The Week Ahead 00:12:11 - What You Need To Know 00:15:20 - Fed December Rate Drama Grows 00:24:45 - Fed’s Williams Fuels Rate-Cut Bets 00:32:46 - Trump Turns South Africa’s G20 Into Take of Two Summits 00:36:15 - Nvidia’s China Reentry Hopes Add Optionality to the AI Trade 00:38:17 - Alibaba’s Main AI App Debuts Strongly 00:40:09 - Markets in 3 Minutes 00:43:36 - Stocks To Watch 00:47:35 - The Opening Trade 00:51:00 - Defense Falls as US-Russia Deal Talks Progress 00:59:24 - Stocks To Watch: Defense 01:02:40 - BHP Walks Way from Anglo American Takeover Bid 01:07:02 - EU To Request Alcohol & Pasta Tariff Exemptions | Politico 01:14:01 - What You Need To Know 01:16:34 - UK Budget Deficit £17.4B in October 01:23:39 - France’s Bid for Budget Deal Stumbles 01:26:37 - US-Ukaraine Discuss New Peace Plan -------- 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
Published Nov 24, 2025
Ukraine Peace Negotiations: Rubio Says Talks in Geneva 'Productive' | Daybreak Europe 11/24/2025
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Bloomberg Television
Ukraine Peace Negotiations: Rubio Says Talks in Geneva 'Productive' | Daybreak Europe 11/24/2025
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, Europe and Ukraine are pushing for the US to make changes to its peace plan following talks in Geneva. Bloomberg understands the controversial 28-point plan was the result of several weeks of negotiations between Steve Witkoff and Russian counterpart Kirill Dmitriev, but excluded Ukraine and its allies. US futures and Asian stocks gaining after a volatile week as optimism rises about potential Fed rate cuts. It comes after New York Fed President John Williams suggested that a near-term rate cut remains a possibility. The world's largest miner BHP has walked away from a fresh takeover bid for Anglo American. It brings an abrupt end to a short-lived attempt to thwart a planned tie-up between its smaller rival and Canada's Teck Resources. Today's guests: Fabricio Bloisi, Prosus and Naspers Group CEO & Neil Wilson, Saxo UK Investor Strategist Chapters: 00:00:00 - Daybreak Europe 00:02:49 - Secret US-Russia talks led to plan that blindsided Ukraine: Sources 00:08:10 - Fed's Williams fuels rate-cut bets 00:10:50 - US September retail sales data due Tuesday 00:12:09 - BHP walks away from Anglo American takeover bid 00:15:59 - Finland's Stubb: SPoke to Trump on Ukraine 00:20:00 - BloombergNEF: The link between demand for TVs and oil 00:24:21 - Monday headlines 00:26:10 - Prosus profit rises on e-commerce Growth, Partial encent Sale 00:26:32 - Fabricio Bloisi, Prosus and Naspers Group CEO 00:32:59 - Alibaba's main AI app debuts strongly 00:33:42 - Neil Wilson, Saxo UK Investor Strategist 00:40:03 - CEOs threaten to cut UK investments 00:43:17 - UK looks to up critical minerals output 00:43:41 - French National Assembly rejects part of budget 00:44:09 - Italy wins first Moody's upgrade since 2002 00:45:02 - Miran: Data has inclined dovish side -------- 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
Published Nov 24, 2025
Volatility to Stay Elevated on Data & Fed: 3-Minute MLIV
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Bloomberg Television
Volatility to Stay Elevated on Data & Fed: 3-Minute MLIV
Guy Johnson, Kriti Gupta and Skylar Montgomery-Koning break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- 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
Published Nov 24, 2025
Fed Rate Cut Bets Fuel Rally; Israel Kills Hezbollah No.2 | Horizons Middle East & Africa 11/24/2025
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Bloomberg Television
Fed Rate Cut Bets Fuel Rally; Israel Kills Hezbollah No.2 | Horizons Middle East & Africa 11/24/2025
Optimism continues with stocks rallying as bets grow for an interest-rate cut by the Fed next month. Oil in flux as traders weigh the prospect of a Ukraine–Russia peace deal. But Secretary of State Marco Rubio says President Trump's Thursday deadline for Kyiv to back his plan isn't set in stone. Israel kills Hezbollah's second in command in a daylight strike on Beirut. And, the G-20 summit manages to agree to a declaration despite a US boycott, threats and false claims by Donald Trump. We spoke to Thea Jamison, CHANGE Global Managing Director about the outlook for South Africa and investment opportunities in the Middle East. Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg. Chapters: 00:00:00 - Introduction 00:04:40 - Market optimism continues on growing Fed rate cut bets 00:09:52 - BHP walks away from Anglo after another takeover offer 00:13:18 - Russia-Ukraine: Rubio says Thursday deadline for Kyiv to back US plan isn't set in stone 00:16:18 - Alexander Stubb, Finnish President 00:19:43 - Israel kills Hezbollah second in command in Beirut airstrike 00:27:45 - G-20 summit: nations agree on a declaration 00:31:50 - Thea Jamison, CHANGE Global Managing Director 00:37:32 - UAE developers turn to sukuks, private credit to raise debt 00:41:41 - US in talks about letting Nvidia sell H200 AI chips to China -------- 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
Published Nov 24, 2025