Squawk Box Europe Express

Folgen

• 
  Global bond rout cools but borrowing costs hold at multi-decade highs 19.08.2026 24Min.

  The global rout in bonds eases somewhat but yields on sovereign debt remain at highs not seen for decades. Investors now turn their attention to UK inflation data and last month’s FOMC minutes. Equities also sell off Stateside and in Asia, especially in chip stocks, while European futures are firmly in the red. Chinese humanoid developer Unitree sees its shares balloon by more than 600 per cent on its Shanghai market debut as China showcases its ambitions for its national robotics industry. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  Trump warns Oman over strait re-opening 18.08.2026 26Min.

  President Trump threatens to bomb ally Oman should it impede efforts to re-open the Strait of Hormuz following yesterday’s expiration of the MOU with Tehran with no immediate signs of diplomatic efforts from both sides. Brent moves to beyond $90 a barrel as a result while equities and bonds suffer losses. The U.S. 30-year T-bill surges to its highest level since 2007. The ECB has warned U.S. Big Tech stocks are due a correction and the euro zone’s households, insurers and pension funds are all vulnerable to any potential pull-back. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  European futures poised to start week in the green 17.08.2026 27Min.

  European futures are set to start in the green after snapping a four-week winning streak. Investors are anticipating UK employment and inflation data, flash PMIs and the latest FOMC meeting minutes later this week. The U.S.-Iran MOU expires later today with the impasse forcing President Trump to concede Americans will have to contend with higher fuel prices. Heatwaves cause wildfires in Belgium while the level of the Rhine in Germany falls to a new record low. Berkshire Hathaway increases its stake in Alphabet. The tech giant is now its third-largest holding. Form 13F filings in the U.S. reveal a big tech ‘tug-of-war’ among institutional investors.    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  U.S. inflation continues to cool 14.08.2026 27Min.

  U.S. inflation concerns ease with producer prices coming in unchanged for July, cutting the odds for a September Fed hike. South Korea’s KOSPI surges further following last month’s sell-off. European futures are in the green following an otherwise lacklustre week but the continent is poised for one of its strongest earnings seasons in years. The U.S. 30-year T-bill auction racks up the highest borrowing costs in 25 years – up at 5.2 per cent – as investors examine Washington’s spiraling debt pile. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  U.S. inflations slows in July 13.08.2026 26Min.

  July’s U.S. inflation slows down to come in at 3.4 per cent with the core print falling to 2.5 per cent. Markets now expect the September rate decision to remain on hold. The CEO of Norway’s sovereign wealth fund says he is cautious about AI funding even though the fund’s gains are largely derived from tech. NBIM’s Nicolai Tangen tells CNBC he is still optimistic about economic resilience around the world in the long term. Shipping titan Maersk boosts its FY guidance on the back of a robust volume growth outlook . Rival carrier Hapag-Lloyd sees an increase in Q2 revenues due to higher spot rates. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  Coreweave stock soars on solid earnings beat 12.08.2026 24Min.

  Coreweave shares surge after the AI cloud provider posts a beat on both the top and bottom line. Data centre infrastructure firm Super Micro is also up on positive forecasts. Investors await the latest U.S. inflation data with the headline number expected to be 3.4 per cent. There is no clear agreement about the Federal Reserve’s next move. Oil inches higher as attacks on shipping in both the Strait of Hormuz and the Bab el-Mandeb raise fears of escalation as well as increase concern over crude supply chains. A top Iranian security official doubles down on Tehran’s demands to re-open the Gulf.    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  Nvidia in $500bn Wall Street AI build-out deal 11.08.2026 26Min.

  Nvidia makes a massive financing push, teaming up with top Wall Street bosses who pledge more than half a trillion dollars in capital. CEO Jensen Huang tells CNBC that his company’s chips platform will become its own asset class. Hopes of a new deal over the Strait of Hormuz fade with President Trump claiming the U.S. fully controls the waterway and that it should be Iran who pays the U.S. reparations for 50 years of ‘damage’. Crude inches higher and Asian equities remain mixed while futures in Europe and the U.S. are flat. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  Iran hikes price for reopening Strait of Hormuz 10.08.2026 29Min.

  Iran raises the price for reopening the Strait of Hormuz, demanding U.S. reparations under June’s memorandum of understanding. Yemen’s Houthi rebels hit a Saudi oil refinery just days after Riyadh signs a mutual regional defence pact with Turkey and Pakistan. Berkshire Hathaway’s Greg Abel pumps almost $20bn in investments in the second quarter, including almost $10bn in Alphabet. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  Iran Hormuz plan bans U.S., Israeli ships 07.08.2026 26Min.

  The Iran draft plan to reopen the Strait of Hormuz reportedly prohibits vessels from ‘hostile’ states including the U.S. and Israel. A U.S. official tells CNBC that any temporary passages must be unimpeded for all. In tech news, Alphabet raises $25bn in debt to fund A.I. projects while Kansas City Federal Reserve Jeff Schmid asks whether the sector is becoming another ‘too big to fail.’ China sees exports rise almost 24 per cent in July on the back of strong demand for its chip components. Meanwhile, President Trump imposes a 15 per cent tariff on poly-silicone products to target semi-conductor and photovoltaic product supply chains. Investors await July’s U.S. jobs report later today. Economists expect a boost of up to 83,000 jobs due in part to the recent World Cup. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  DeepMind's Hassibis steps down as CEO 06.08.2026 26Min.

  Big Tech moves were in focus during Wall Street’s session on Wednesday as DeepMind CEO Demis Hassibis’ departure drags Alphabet down. SpaceX shares were also down following the company’s debut earnings with investors now awaiting the first expiration of its insider lock-ups earlier today. Germany’s Commerzbank posts an almost 100 per cent jump in quarterly net profit beating expectations ahead of a potential takeover from Italian lender Unicredit. Siemens hikes its FY guidance as orders surge by almost 14 per cent on strong demand from infrastructure and data centres. CEO Roland Busch tells CNBC every one of its units is ‘firing on all cylinders’. Iran and Oman inch closer to a deal to reopen the Strait of Hormuz with the pact reportedly granting Tehran control over entry rights to the waterway.   See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  SpaceX posts debut earnings beat but bloated AI capex raises concerns 05.08.2026 27Min.

  High investment costs outweigh SpaceX’s earnings beat with investors concerned about AI capex doubling from the previous quarter. Asian equities are in the green, following fresh record highs on Wall Street yesterday. Oil retreats as U.S. Treasury Secretary Scott Bessent tells CNBC he sees movement in opening the Strait of Hormuz. In pharma news, Novo Nordisk shares dive in the U.S. session despite the drug maker hiking its guidance due to investor fears over sales of its Wegovy fat loss pill.   See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  BP earnings in focus 04.08.2026 26Min.

  BP reports earnings amid continued price volatility and the company looks to market its North Sea assets. President Trump says talks with Iran have resumed despite Tehran denying the two sides are negotiating. Oil inches higher following a three-week low and President Trump slams IOCs for windfall profits in the sector and urges retail price cuts. The White House is due to host top A.I. company bosses later today to discuss cyber security as Palantir CEO Alex Karp attacks the leading labs over data protection. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  Oil nosedives on renewed Iran deal hopes 03.08.2026 28Min.

  Oil prices slump after President Trump announces new Iran talks are imminent, citing pressure from Gulf allies to hold off on a massive round of airstrikes. European and U.S. futures are in the green ahead of the first trading session of August. In Japan, the yen stabilises after U.S. and Japanese authorities confirm joint market intervention. Reports emerge of a $400bn mega-merger between AstraZeneca and Bristol Myers-Squibb which would potentially be one of the largest deals in the pharma sector ever.   See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  SOUTH KOREA'S KOSPI HITS BEST DAY ON RECORD 30.07.2026 30Min.

  The Kospi rollercoaster continues - Korea's main stock index records its best day ever as SK Hynix and Samsung increase their valuations by more than a quarter. The Nasdaq breaks a 6-day losing streak as Microsoft adds the most to its market cap in a single day of any company, ever. Elsewhere, the Bank of England delivers its fifth hold in a row, with the MPC voting 6 to 3 to keep rates unchanged. And Italian defence giant Leonardo upgrades its profit and order forecasts for the year as new contracts surge 45-percent in the first half.
• 
  U.S. EQUITIES REACT TO FED'S 'HAWKISH HOLD' 29.07.2026 26Min.

  American equities plummet  and borrowing costs hit their highest in nearly two decades as investors find little to like in the Fed's fifth 'hold' in a row. But, Chairman Warsh hints that a hike could be on the way. Elsewhere, investors digest a mixed bag of tech earnings from across the pond. Microsoft's cloud growth accelerates at its fastest pace in nearly five years, but Meta takes a hit as Mark Zuckerberg doubles down on AI spending. And strong EV demand boosts Renault sales in the first half, as the French carmaker withstands pressure from its Chinese peers.
• 
  SOUTH KOREA'S KOSPI POSTS BIGGEST SLUMP SINCE EARLY MARCH 28.07.2026 27Min.

  Another day, another circuit breaker on the Kospi: AI capex fears spill across Asian equity markets, on the back of a five-percent slump in Nvidia shares that sees Apple regain its crown as the world's most valuable public company. In other news, oil prices extend yesterday's declines amid hopes for some kind of resolution to the Iran conflict. LVMH gets a lift as sales inch higher in the second quarter, with US strength helping the company to shrug off weaker demand in Europe. And Mercedes-Benz sees a boost in second quarter operating profit but warns of intense competition and subdued demand in China. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  OIL PRICES SLIDE AFTER U.S. AND IRAN PAUSE STRIKES 27.07.2026 25Min.

  Oil prices plunge as Iran reportedly says it will hold off on strikes as long as the US does the same, while Trump advisers fear over munitions supplies. Calming hostilities in the Middle East helps lift equity futures on both sides of the Atlantic - investors brace for a big week of corporate earnings and central bank decisions. Elsewhere, CXMT becomes the biggest China-listed company by total market cap in its blockbuster IPO - surging more than 500-percent in Shanghai. And French President Emmanuel Macron is set to hold a crisis cabinet meeting today, as hundreds of thousands of people are displaced as wildfires tear across France and Spain. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  Brent spikes to $100 a barrel over renewed Mid East tensions 24.07.2026 26Min.

  Middle East concerns push Brent to $100 a barrel while equity and debt markets see sell-offs on both sides of the Atlantic. European stocks suffer their biggest losses in a fortnight with German yields spiking to their highest level in 15 years. President Trump launches his latest round of tariffs with most major trading partners affected. Eu foreign policy chief Kaja Kallas has called the measures a ‘negative surprise’. German software giant SAP pares back its FY guidance but its cloud order backlog is up by 26 per cent. Meanwhile, VW shares are lower in pre-market sales after the car maker predicted 2026 sales to fall by 3 per cent. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  TESLA AND ALPHABET SHARES SLUMP IN PRE-MARKET TRADING 23.07.2026 27Min.

  Alphabet shares pare back overnight as investors scrutinise its ever-increasing capex plans. Tesla is also down after missing on earnings while free cash flow turns negative. Elsewhere, Unicredit raises its outlook after posting a beat on both the top and bottom lines as CEO Andrea Orcel tells CNBC the bank is firing on all cylinders. And forex headwinds take a bite out of Roche's first half sales, but the Swiss drugmaker confirms its full-year targets. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• 
  U.K. INFLATION FALLS TO 15-MONTH LOW BUT ANALYSTS WARN OF RISES AHEAD 22.07.2026 25Min.

  UK inflation data hits the tape - new Prime Minister Andy Burnham vows to practice fiscal discipline, scrapping VAT on electricity bills and facing calls to extend tax breaks for young workers. Elsewhere. three tankers carrying Saudi oil are forced to U-turn in the Red Sea amid Houthi threats, as a new front opens up in the US-Iran conflict. On the tech front, Samsung is reportedly in talks to invest up to 1 billion euros in French AI firm Mistral. And Santander says it's on track to meet its targets for the year after underlying net profit jumps by nearly a fifth amid higher revenues. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.