Zelenskyy Defies Trump, Global Tech Selloff Drives Haven Bid

Ukrainian President Volodymyr Zelenskyy has ordered attacks on Russian oil refineries to resume in a spiraling confrontation with Donald Trump over restrictions on US intelligence assistance.

Global equities fell as a selloff in the artificial-intelligence trade gathered speed and pushed investors toward the safety of bonds.

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 Begins
00:00:03 – Tech Selloff Hits Global Markets
00:01:35 – The Agenda: AI Trade, Leverage and Rising Yields, Bonds Return as a Safe Haven, EU Leaders Focus on China Trade and Energy
00:08:53 – TSMC Guidance and the Tech Outlook
00:09:58 – What to Watch
00:11:42 – Asian Tech Rout and European Market Impact
00:12:40 – TSMC Results Remain Strong, CoreWeave and AI Funding Concerns
00:15:21 – Lale Akoner, EToro Global Market Analyst, on Diversifying Away From Crowded AI Trades, Inflation, Fed Hikes and Late-Cycle Investing
00:20:38 – Need to Know
00:25:29 – EFG Asset Management’s Camila Astaburuaga on Fixed Income Outlook and Competing Market Forces, AI Selloff and the Impact on Bonds
00:33:53 – EU-China Trade Tensions Take Center Stage, Ukraine Returns to the Top of the EU Agenda
00:38:34 – European Markets Prepare for the Open
00:41:56 – Stocks to Watch: Ericsson, Pernod Ricard and TotalEnergies
00:46:05 – European Markets Open Under Pressure
00:49:32 – Tech and Basic Resources Lead Losses
00:50:24 – Deutsche Bank’s Henry Allen on Is the Tech Selloff Systemic, What Could Turn the AI Selloff Into a Bigger Crisis
00:58:59 – ASML Slides as Investors Rotate
01:01:20 – Mario Draghi on France and the Euro Area
01:03:01 – European Chip Stocks Extend the Selloff, CoreWeave and the Risks of Expensive Debt
01:06:41 – Jensen Huang Nvidia CEO on AI Safety
01:10:54 – European Tech Stocks Under Pressure
01:14:04 – Need to Know
01:15:37 – Christel Rendu De Lint Vontobel Co-CEO on How Investors Should Respond to the AI Selloff, AI’s Impact on Jobs and Financial Services
01:26:32 – GB Bullhound’s Jade Williams on European Tech Investment and the Funding Gap, Building Resilient European Tech Companies
01:31:55 – Bonds, the Dollar and a Changing Market Narrative, US Inflation and Retail Sales in Focus
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Zelenskyy Defies Trump, Global Tech Selloff Drives Haven Bid

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