Bloomberg

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

The impasse in the Black Sea following a summer escalation in Russia's war with Ukraine is compounding the economic damage from the conflict in the Middle East by threatening to drive inflation even higher. Connecting Europe and Asia, the Black Sea is a critical conduit for global crop shipments to some of the world's most populous nations. Bloomberg's Pyotr Kozlov reports.

Dorothee Blessing, Global Investment Banking Co-Head at JPMorgan, says it's been a busy year for dealmaking. She speaks exclusively with Menaka Doshi from the sidelines of the JPMorgan India Conference.

US Treasury Secretary Scott Bessent, speaking after hours of talks with China's Vice Premier He Lifeng and other officials, said the two sides agreed to set up a dialogue on AI aimed at reaching a common understanding on goals and threats. Bessent's comments on "very successful" talks on AI, trade and investment with his Chinese counterparts came ahead of this week's summit between presidents Donald Trump and Xi Jinping.

Chris Oberoi, Head of Asia Pacific Research at BofA Global Research, discusses his outlook for global markets, the AI investment theme and the direction of central bank policy. He speaks with Haidi Stroud-Watts on the sidelines of the BofA APAC Conference in Hong Kong.

US President Donald Trump and Chinese President Xi Jinping prepare to meet in Washington with technological supremacy and unresolved economic friction at the top of the agenda. Ahead of an approaching trade truce deadline, discussions are likely to center on artificial intelligence competition, semiconductor export policy, and potential Chinese EV manufacturing in the US. Against the backdrop of ongoing tariff debates and geopolitical tensions over Taiwan and Iran, Bloomberg's Stephen Engle previews what is at stake for both economies.

H.E. Saad Sherida Al-Kaabi, Minister of State for Energy Affairs for the State of Qatar and President & CEO of QatarEnergy discusses how geopolitics, energy security and investment are reshaping global energy markets with Bloomberg's Annmarie Hordern at the Qatar Economic Forum UNGA Special Edition in New York in 2026.

Pimco CEO Emmanuel Roman says, "the moment that we get to a better outcome in the Middle East, you'll see a release of the bond market and rates to go down." Roman also sees inflation and the inflation shock as "somehow transitory" in relation to what's happening in the Middle East. He speaks with David Gura at the 2026 Qatar Economic Forum, UNGA Special Edition; Powered by Bloomberg.

Dangote Industries President and Chief Executive Aliko Dangote discusses business, investment and Africa's economic outlook with Bloomberg's Francine Lacqua at the Qatar Economic Forum UNGA Special Edition in New York in 2026.

IMF Managing Director Kristalina Georgieva discusses the global economic outlook with Bloomberg's Romaine Bostick at the Qatar Economic Forum UNGA Special Edition in New York in 2026.