Trump Dismisses ‘Little War’ With Iran, Global Bond Selloff Returns | The Opening Trade 9/1/2026
President Donald Trump dismissed concerns that the conflict in Iran was draining American firepower as clashes resumed in the on-again off-again hostilities that have stretched more than six months, with neither side willing to restart negotiations to end the war.
Global bond yields climbed back to the highest level in almost two decades as rising oil prices fueled inflation concerns and investors ramped up expectations that the Federal Reserve will raise interest rates.
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 and Tom Mackenzie.
Chapters:
00:00:00 – The Opening Trade
00:00:26 – Market Check
00:03:43 – Global Bond Selloff
00:04:11 – Oil, Gas Edge Higher
00:06:01 – Anthropic Seals $35B Cloud Deal
00:20:44 – BOJ Rate Hike Likely in September
00:31:19 – Gold Price Declines
00:38:03 – Shein US, UK IPO Setbacks
00:47:05 – Stocks to Watch: Air Liquide, Pharma Stocks, UBS
01:03:47 – Swish AT1 Measures Vote
01:05:39 – Elliot Said to Take Air Liquide Stake
01:14:14 – Bond Selloff
01:17:29 – Bessent Meets With Russia Finance Chief
01:24:12 – Protein Demand Not a Fad: Applied Nutrition CEO
01:32:32 – BOJ Rate Hike, Yen
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