Bloomberg Daybreak

Unfreezing some renewable projects may have only a modest impact on US clean-power growth.

Colin Purdie, Manulife CIO of Public Markets, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss opportunities in the global bond market amid rising yields. (Source: Bloomberg)

Gilts extended gains across the curve, with benchmark UK 10-year yields almost 7bps lower as oil and natural gas prices fell to new lows on the day. The moves followed reports that EU officials do not expect the US to ban diesel exports and that Qatar is holding meetings with the US and Iran over the conflict in the Middle East.

The selloff in the US bond market deepened on Monday after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz, threatening to prolong the war’s energy shock. OpenAI is holding back a version of its Astra model while it establishes stronger safeguards for artificial intelligence development, flagging heightened risks after a spate of recent rogue AI hacking incidents. 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. (Source: Bloomberg)

Edward Yardeni, president at Yardeni Research, says the rise in yields “might be the revenge of the bond vigilantes” and explains why he finds good and bad news in the rapid repricing of the bond market. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

¿Se puede apagar una IA que se vuelve demasiado poderosa? EE.UU. estudia exigir mecanismos de emergencia para detener modelos avanzados, pero expertos advierten que un simple interruptor podría no ser suficiente. (Source: Bloomberg)

Värde Partners’ head of European corporate and traded credit is leaving the US-headquartered firm to start his own European credit manager.

Morgan Stanley has set up a Digital Asset Lab to test technologies including stablecoins, tokenization and decentralized finance applications as the Wall Street bank explores how blockchain-based systems could be used across its business.

A US import ban on a select number of Canadian products is in effect, marking the latest salvo in the rising trade conflict between the two countries. Brendan Murray has the details on Bloomberg Television. (Source: Bloomberg)

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Brad Rogoff, Barclays Global Head of Research; Sherif Foda, NESR CEO; Paul Zwillenberg, Kantar CEO; Kanishka Narayan, UK Artificial Intelligence Minister (Source: Bloomberg)

Jim Bianco says the Fed has made it clear it will stamp out inflation.

CarMax Inc. shares rose the most since June after the company reported comparable used-vehicle sales that expanded more than expected, showing its revival efforts are taking hold even as consumer sentiment falters.

Health and fitness ring-maker Oura Inc. became the latest company to delay a US initial public offering, citing uncertainty in the market for first-time share sales.

High gold prices and steep taxes are driving more Indian buyers into under-the-counter cash sales, where bullion and jewelry change hands without invoices that can be traced by authorities.

The board of Goldman Sachs has discussed a plan for Chief Operating Officer John Waldron to succeed David Solomon as CEO as early as next year, according to the Wall Street Journal. With the latest plan, Waldron could take over toward the end of 2027 or in 2028, the Journal said. Bloomberg Opinion's Paul Davies breaks down the situation and its significance. (Source: Bloomberg)

More than €2 billion ($2.3 billion) was wiped off the value of French airport and highway operators on Tuesday after the government said it’s considering higher taxes on transport infrastructure.

The Chinese military opened a new logistics base at an airport in Laos, expanding the People’s Liberation Army’s overseas presence as it seeks to operate farther from home.

Thailand may turn to shorter-term instruments to meet the government’s borrowing needs in the fiscal year starting Oct. 1, a top official said, as rising US Treasury yields drive turbulence across global bond markets.

Texas is allowing wider use of so-called dyed diesel that’s normally limited to off-road vehicles, as a global fuel crunch boosts prices and prompts President Donald Trump to consider banning US exports.

Julius Baer has applied for permission to restart share buybacks after Swiss regulator Finma concluded its enforcement procedure against the wealth manager, removing a long-standing overhang that has weighed on the stock. Juilius Baer came under scrutiny following steep losses from dealings with Austrian property tycoon Rene Benko. Bloomberg's Tom Metcalf explains. (Source: Bloomberg)