US Says It Destroyed Iran Tankers After Navy Ship Targeted | Daybreak Europe 9/9/2026

Watch on YouTube ↗  |  September 09, 2026 at 06:49  |  47:04  |  Bloomberg Markets
Speakers
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Scott Bessent — Treasury Secretary
Mark Cranfield — Cross Asset Strategist, Bloomberg
Abeer Abu Omar — Reporter, Bloomberg London
Mike Parra — CEO, DHL Express Europe
Antoine Flamarion — Co-founder, Tikehau Capital
Lizzy Burden — Crypto Reporter, Bloomberg News

Summary

Bloomberg Daybreak Europe covers overnight gains in Asian chip stocks and Korean equities, rising energy prices on U.S.-Iran escalation, Treasury Secretary Bessent's yen remarks and Treasury buyback event risk, U.S.-Canada trade escalation and EU-Canada plans, Apple and Meta product news, and interviews with DHL and Tikehau executives on trade and private markets.

  • Asian chip stocks and KOSPI gain on AI-related tailwinds despite higher oil prices.
  • Brent crude nears $100 and European gas hits a three-year high on U.S.-Iran tanker attacks.
  • Bessent challenges yen traders and Treasury expands its buyback program; Mark Cranfield flags Treasury auction risks.
  • The U.S. escalates its Canada trade war while the EU and Canada plan deeper trade and security ties.
  • Apple is expected to launch a $2000 foldable phone and Meta announces a consumer AI shopping agent.
  • DHL CEO Mike Parra says global trade is too big to fail and highlights growth in e-commerce, life sciences and data-center logistics.
  • Tikehau co-founder Antoine Flamarion sees private credit and private equity opportunities and views Europe as a diversifier.
Ideas
Winnie Hsu Bloomberg Reporter (Asia Markets) 3:09
Asian chip stocks rally on AI tailwinds
Asian chip stocks are rallying as markets brush off higher oil prices and focus on gains in U.S. chipmakers; KOSPI is leading, with SK Hynix and Samsung Electronics strong on optimism around OpenAI's new model, Intel raising prices, Qualcomm's deal with Amazon, and continued U.S. AI investment.
EWY 000660.KS 005930.KS HIGH
Winnie Hsu Bloomberg Reporter (Asia Markets) 3:54
Japanese stocks face yen unwind risk
Japanese stocks are weakening as the yen strengthens toward 150; a further yen rise could trigger carry-trade unwinding, while higher Japanese yields may signal repatriation, creating spillover risks for global equities.
EWJ MED
Abeer Abu Omar Reporter, Bloomberg London 8:17
Conflict keeps crude and gas elevated
The U.S.-Iran escalation in the Strait of Hormuz, including tanker attacks and no visible diplomacy, is keeping energy prices elevated; Brent is near $100, and diesel and European natural gas are edging higher ahead of winter.
BNO UNG HIGH
Scott Bessent Treasury Secretary 9:12
Yen has official backing to strengthen
The yen trade has shifted from one-sided dollar strength: the Bank of Japan may hike back-to-back, Japan's fiscal position looks less bad than the U.S., France and the UK, and AI-related flows are rotating into a market crowded with yen shorts.
FXY HIGH
Mark Cranfield Cross Asset Strategist, Bloomberg 11:46
Treasury buyback and auction risk looms
Investors need Treasury buybacks near the $10 billion level to avoid disappointment, but even then bonds could slip afterward as happened in Japan; upcoming 10-year and 30-year auctions make the next few days volatile for U.S. Treasuries.
TLT HIGH
Matthew Logsdon 22:45
Meta AI agent boosts ad revenue opportunity
Meta's new consumer AI agent is significant because it will be integrated into its advertising model, where most revenue is generated, creating a massive opportunity and helping sustain the business.
META MED
Mike Parra CEO, DHL Express Europe 27:40
Global trade growth benefits DHL
Global trade is too big to fail and keeps finding its way despite tariffs and geopolitics; new free-trade agreements, growth in e-commerce, life sciences and data-center logistics, and DHL's ability to manage complexity support a bullish outlook for DHL.
DHL HIGH
Antoine Flamarion Co-founder, Tikehau Capital 38:24
Private credit and equity discounts create opportunity
Higher interest rates are compressing private equity valuations from about 20x to 14x and creating discounts in private credit around 15; fewer transactions and forced sellers at fund end make liquidity provision and patient capital attractive.
BIZD PSP HIGH
Antoine Flamarion Co-founder, Tikehau Capital 42:11
Europe offers diversification and sector champions
Europe is becoming more appealing as investors seek diversification away from U.S. liquidity concentration and AI-heavy positioning; Europe has sector champions in areas like space and offers geographic and currency diversification.
VGK MED
Lizzy Burden Crypto Reporter, Bloomberg News 46:19
Options market warns calm may fade
The VIX futures curve and options market show traders actively paying for more downside protection, suggesting the current calm could fade before year-end even though spot VIX remains low and systemic stress has not taken hold.
VIX MED
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This Bloomberg Markets video, published September 09, 2026, features Winnie Hsu, Abeer Abu Omar, Scott Bessent, Mark Cranfield, Matthew Logsdon, Mike Parra, Antoine Flamarion, Lizzy Burden discussing EWY, 000660.KS, 005930.KS, EWJ, BNO, UNG, FXY, TLT, META, DHL, BIZD, PSP, VGK, VIX. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Winnie Hsu, Abeer Abu Omar, Scott Bessent, Mark Cranfield, Matthew Logsdon, Mike Parra, Antoine Flamarion, Lizzy Burden  · Tickers: EWY, 000660.KS, 005930.KS, EWJ, BNO, UNG, FXY, TLT, META, DHL, BIZD, PSP, VGK, VIX