Markets Brace for First US Fed Hike Since 2023

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.

Bond traders have piled into bearish positions ahead of Wednesday’s Federal Reserve meeting, betting that the Treasury selloff driving yields to their highest in almost two decades will continue.

OpenAI is holding early talks with investors about a fresh funding round that would value company at more than $1.2 trillion ahead of an IPO. Senior Trump administration officials met Tuesday with Anthropic’s top Washington executive to discuss AI safety risks.

And Friedrich Merz cancelled his trip to the United Nations General Assembly in New York next week, changing course as the German chancellor faces growing opposition within his own conservative party ahead of closely-watched regional elections on Sunday.

Today’s guest: Luis Garicano, Rhine Group, Executive Director & London School of Economics Professor.

Chapters:
00:00:00 – Daybreak Europe
00:03:44 – Softbank CDS Hovers Near 3-Year High
00:06:22 – Bond Traders Pile Into Bearish Positions Pre-Fed
00:09:13 – OpenAI Weighs Funding Round at $1.2T Valuation
00:12:41 – Hayley McKelvey, Deloitte UK Chief AI Officer
00:19:01 – Bessent to Meet Chinese Counterpart
00:26:14 – Von Der Leyen to Give State of the Union Speech
00:32:33 – Luis Garicano, Rhine Group, Executive Director & London School of Economics Professor
00:36:29 – EU to Unveil Latest Clampdown on Big Tech
00:42:05 – UK CPI to Hit 3% in August
00:44:55 – Traders Ramp up Bets on BOE Rate Hikes
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More on Bloomberg Television and Markets

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Markets Brace for First US Fed Hike Since 2023

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