Trump & Iran Back in Focus, Korean Stocks Tumble | The Opening Trade 7/8/2026

Stocks fell, bond yields spiked and oil rallied after President Donald Trump thrust geopolitical risks back into focus by declaring the ceasefire between the US and Iran to be over. The AI rotation trade is gathering pace in Asia as investors pull money from the chipmakers that powered this year’s rally and hunt for cheaper ways to play the technology boom. 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 Guy Johnson. (Source: Bloomberg)