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JPMorgan and Goldman See Mideast Oil Flows Near Pre-War Levels

visibility comment0 event September 30, 2026 timer 09:21

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Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan Chase & Co. and Goldman Sachs Group Inc.

US stocks and Treasuries rose with the Federal Reserve’s favored inflation gauge and earnings from Micron Technology Inc. due, updates that are key respectively to interest rates and the artificial-intelligence trade.

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
00:02:06 – Long-End Bonds Under Pressure
00:05:37 – Global Oil Market Roughly Rebalance: Goldman Sachs
00:08:40 – Donald Trump Backs AI Safety Audits
00:12:10 – 30-Year Treasury Yield Hits Highest Level Since 2002
00:16:52 – UK Economy Grew More than Expect in Q2
00:26:15 – Strait of Hormuz Crude Oil Flows
00:40:33 – US Dollar to Gain From Capital Flows: MLIV
00:47:20 – Stocks to Watch: Lundbeck, BMW, Greggs
01:03:03 – Elon Musk, AI CEOs Meet Trump
01:16:10 – France Bond Market Risks
01:22:14 – Edmond de Rothschild’s Marie Jacot on France Politics
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01:33:44 – US PCE Data Due
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