inflationary impact of a possible Donald Trump presidential win. SAP shares rose to a record as cloud revenue soared at Europe’s biggest software company, which is transitioning customers away from locally run systems. 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.
Chapters:
00:00:00 - Intro
00:01:09 - The Agenda
00:07:44 - Putin Hosts Iran Among 31 Countries at Brics Summit in Kazan
00:09:14 - Tony Blinken's 11th Attempt at Mideast Cease-Fire
00:10:05 - Meloni Introduces New Law to Rescue Flagship Albania Migrant Plan
00:13:28 - Ed Yarden Says Gridlock Best Election Outcome for US Stocks
00:16:14 - Jefferies' Modupe Adegnembo on European Bond Selloff as Traders Trim Rate-Cut Bets
00:23:34 - SAP Rises as Cloud Revenue Grows, SAP CFO Asam Says Strategy is Paying Off
00:29:06 - Prosus to Boost E-Commerce Profit to $400 Million for 2025 Year
00:41:09 - HSBC
00:43:52 - Logitech Sees More Demand
00:45:21 - European Market Open
00:54:38 - Royal London's Piers Hillier on Optimism on Buying Europe
01:03:54 - Tony Blinken Arrives in Tel Aviv for 11th Attempt at Peace Deal
01:04:43 - Shipping Stocks Watch After Maersk Lifts Outlook Again
01:08:38 - HSBC Kicks Off Biggest Restructuring in a Decade Under New CEO
01:12:47 - GMC, Tesla, Mercedes Report Earnings This Week
01:15:11 - Citi's Beata Manthey on China-Correlated Trades
01:22:52 - Italy Albania Asylum Deal
01:31:30 - Bloomberg Tech Summit, ARM CEO Speaks
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