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"We're cautious, but not bearish," says Ian Harnett, chief investment strategist at Absolute Strategy Research, as he doesn't see a convincing argument for stagflation to have a negative impact on markets.

Former French Finance Minister Bruno Le Maire argued that Europe urgently needs a stronger more competitive economy and that companies like TotalEnergies should not be more taxed because they benefit from higher oil prices. He also warned about far-left extremism in France, one year ahead of the French presidential elections. Le Maire spoke exclusively with Bloomberg's Francine Lacqua from London.

The US and Iran remain far apart on a framework to end their war and reopen the Strait of Hormuz, as President Donald Trump rejected the Islamic Republic's response to his proposed peace plan, but stopped short of declaring a resumption of fighting. Mica Soellner of Bloomberg Government has more.

Accendra Health (NYSE:ACH) reported first-quarter 2026 results that met internal expectations as the company nears the finish line of its transformation into a specialized home-based care provider.

Latvia will work with Ukraine and its allies to better handle defense against drones that stray into its territory, Latvian Foreign Minister Baiba Braze said, after two drones crashed last week in the country's east, forcing Defense Minister Andris Spruds to resign late on Sunday. Braze spoke to BTV's Oliver Crook on Monday ahead of the Foreign Affairs Council in Brussels.

Lithuanian Foreign Minister Kestutis Budrys said that Vilnius welcomes US troops "wherever they are" on the continent, though said the closer those forces are to Russia the more effective their role in deterrence. He made the comments in an interview with BTV's Oliver Crook on Monday morning, ahead of the Foreign Affairs Council in Brussels.

Jane Foley, head of FX strategy at Rabobank, discusses the outlook for gilt markets as UK Prime Minister attempts to persuade the Labour Party that he is the right person to lead it following last week's heavy losses in local election results.

Grace Peters, global investment strategy co-head at JPMorgan Private Bank, discusses artificial intelligence investment, inflation risks and portfolio diversification. "We want to be in there for the equity bull market that we still see ahead, but we do think that there's still portfolio resilience that needed to be added to capitalize on some of these trends," Peters tells Bloomberg Television.

UK gilt yields are rising as domestic political uncertainty surrounding Prime Minister Keir Starmer's leadership compound international inflation worries over the impasse between Iran and the US.

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

Prime Minister Keir Starmer's political problems have likely grown too big to solve with a single speech. For now, he will try to forestall an immediate challenge to his job. Starmer will make a last-ditch effort to save his premiership on Monday morning with a politically charged address designed to hold back calls for a change in leadership atop Britain's governing Labour Party. James Woolcock joins Stephen Carroll and Caroline Hepker on Bloomberg Radio with the details.

Biocon CEO, Shreehas Tambe, discusses their push into the generic GLP-1 market, after Novo Nordisk cut prices of its blockbuster weight-loss and diabetes medications in India. He also spoke about the company's latest set of earnings on Insight with Haslinda Amin.