Bond Selloff Fades, US-Iran Said to be Exploring Phased Deal, Trump-Xi Summit

0 September 25, 2026 08:25

US Treasuries steady after a selloff drove global yields to the highest in decades, while US equity futures extend gains for the week. Oil falls as the US and Iran negotiators explore a phased deal to reopen the Strait of Hormuz. The Trump-Xi summit delivers the pageantry, but few substantive announcements. Anna Rosenberg of Amundi Investment Institute joins "Bloomberg Brief" to dive deeper into the takeaways from the Trump-Xi summit. Max Kettner of HSBC discusses the week in Treasuries.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:57 – Global Markets Check: Asian Markets, Yen Strengthens and Japan Banks Rally
00:02:10 – European Stocks Rise as Oil Prices Fall
00:03:13 – First Look Movers: UBS, Anthropic and Costco in Focus
00:04:37 – US-Iran Talks and a Potential Hormuz Deal
00:07:00 – Yen Rallies as Intervention Risks Grow
00:09:12 – Trump-Xi Summit and Taiwan Tensions
00:11:36 – Anna Rosenberg, Amundi Investment Institute Head of Geopolitics, on Trump-Xi Summit: Geopolitical Implications, China’s Influence Over Iran
00:18:00 – US-Canada Trade Tensions and the Gordie Howe Bridge
00:19:45 – Front Page News
00:21:33 – Markets Update: Oil, Bonds and US Futures
00:22:34 – First Look Movers: UBS, Anthropic and People Inc. on the Move
00:24:04 – Max Kettner, HSBC Chief Multi-Asset Strategist, on the Global Bond Selloff, Oil Prices and Geopolitical Risk, Earnings, Yields & the US Equity Outlook
00:31:21 – Trending on the Terminal
00:32:56 – US-Iran Negotiations and the Strait of Hormuz, Trump-Xi Summit: Pomp Versus Policy, Passport Records and US Voter Checks
00:37:40 – Oil Markets React to US-Iran Talks, Saudi Arabia’s Oil Export Workarounds Markets Prepare for Longer Middle East Disruption
00:41:40 – What to Watch
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