美伊冲突升级致布伦特原油逼近100美元，欧洲天然气创三年新高

LIVE FROM LONDON, THIS IS BLOOMBERG DAYBREAK: EUROPE. BRENT CRUDE NEARS $100 PER BARREL WITH EUROPEAN GAS PRICES AT A THREE-YEAR HIGH. THE U.S. HITS IRANIAN TANKERS AND TEHRAN TARGETS SHIPPING THROUGH THE GULF. TREASURY SECRETARY SCOTT BESSENT DARES TRADERS TO CHALLENGE DON MCGAHN AS HE PREPARES TO SET UP HIS EXTENDED BOND BUYBACK PLAN. PLUS, U.S. HITS CANADA WITH NEW TERMS AS THE TRADE WAR ESCALATE. GOOD MORNING. HERE'S THE PICTURE IN MARKETS.

CHIP STOCKS EXTENDING THEIR RECENT GAINS. MSCI INDEX UP 4/10 OF 1%. GAINS ON THE SOUTH KOREAN KOSPI INDEX PARTICULARLY PRONOUNCED THIS MORNING. GAINS IN PARTICULAR FOR THE LIKES OF SK HYNIX. THIS IS AFTER THE STOCKS ROSE MORE THAN 1% IN U.S. TRADING YESTERDAY. FOR THE MOMENT, IT SEEMS LIKE THIS IS WHERE THE GAINS ARE SET TO END. FUTURES POINTING LOWER IN EUROPE, DOWN 4/10 OF 1%. ONLY FLAT TO THE UPSIDE FOR S&P. FLIP THE BOARD AND I CAN SHOW YOU WHY.

BRENT FLIRTING WITH $100 A BARREL. 99? THE LATEST U.S. TALKS ON A RAINY IN TANKERS. MORE ON THAT IN A MOMENT CARING A TREASURY YIELDS ARE HIGHER ACROSS THE CURVE. 10 YEAR YIELD THAT -- AT 479. THE TWO-YEAR UPPER BASIS POINT OF 4.4%. THE YEN STRENGTHENING FOR A THIRD DAY TODAY. CURRENTLY TRADING UP FOR TENS OF 1%. THIS AFTER TREASURY SECRETARY SCOTT BESSENT DARED TRADERS TO COUNTER HIS EFFORTS TO STRENGTHEN THE CURRENCY.

HE SAYS HE KNOWS SOMETHING YOU DON'T. THE YEN UP AGAIN TODAY. TAKE A LOOK AT THE RISK EVENTS ON THE AGENDA FOR TODAY. 6:00 P.M. LONDON TIME. APPLE IS SET TO LAUNCH ITS FIRST VULNERABLE PHONE. THE DESIGN CHANGE IN THE 20 YEAR LIFE OF THE IPHONE. WE WILL BE ON THAT LATER IN THE PROGRAM. WE ALSO HAVE THE U.S. TREASURY EXPANDING ITS BUYBACK PROGRAM. THE TREASURY SECRETARY SAYING IT'S AN EFFORT TO QUELL THE FEVER IN THE BOND MARKET.

THE STREET TO FIND IT ON THE EFFICACY OF THE PROJECT. ALSO WAITING FOR EARNINGS FROM ORACLE. THE COMPANY HEADING INTO THE PRINT WITH SIGNIFICANT MOMENTUM. PLENTY TO COME. LET'S SET YOU UP FOR THE DAY AHEAD. WE BEGIN WITH CHIP STOCKS EXTENDING GAINS, EVEN AS CLIMBING ENERGY PRICES CLOUD THE OUTLOOK FOR STOCKS IN THE REST OF THE WORLD. LET'S SEE HOW MARKETS ARE FARING WITH WINNIE HSU IN HONG KONG. WHAT ARE YOU WATCHING IN ASIA?

WINNIE: GOOD MORNING. IT SEEMS LIKE ASIAN MARKETS BRUSHING OFF HIGHER OIL PRICES AND FOCUSING MORE ON THE GAINS. TRACKING THE GAINS IN U.S. SHIPS OVERNIGHT. KOSPI LEADING GAINS BY 1.5%. TODAY, THE GAINS MOSTLY IN SK HYNIX AND SAMSUNG ELECTRONICS AREA THE OVERALL SENTIMENT FOR ATTACK IS PRETTY STRONG. OPTIMISM AROUND OPENAI'S NEW MODEL. INTEL RAISING PRICES. THE LATEST QUALCOMM SIGNING THIS NEW DEAL WITH AMAZON. ALL OF THIS POINTING TO MORE TAILWINDS FOR CHIPMAKERS ESPECIALLY AS U.S.

CAPS CONTINUE TO POUR MORE MONEY INTO THESE A EYEING INVESTMENTS. FLIP THE BOARD AND WE TAKE A LOOK AT JAPANESE ASSETS. MORE WEAKNESS COMING THROUGH ESPECIALLY FOR STOCKS. THAT'S BECAUSE OF THE RISING JAPANESE YEN. YOU ARE LOOKING AT THE YEN STRENGTHENING AGAIN TODAY. GETTING CLOSER TO THE 150 LEVEL AGAINST THE DOLLAR. TWO BIG RISKS THAT JAPANESE INVESTORS ARE LOOKING OUT FOR. ONE BEING THE STRENGTHENING OF THE YEN. IF THAT IS GOING TO TRIGGER UNWINDING OF THE TRADE, THAT WILL HAVE A SPILLOVER EFFECT FOR GLOBAL EQUITIES.

OVERALL HI JAPANESE YIELDS. SLIGHTLY LOWER TODAY. HOVERING AROUND THOSE LEVELS RIGHT BELOW THE 3%. ALSO INDICATING THAT THERE MIGHT BE MORE MONEY REPATRIATING BACK TO JAPAN. IF THAT'S GOING TO HAVE A BROADER IMPLICATION FOR GLOBAL MARKETS. WE ALSO TAKE A LOOK AT THE LATEST INFLATION NUMBERS FROM CHINA. A BIT OF A REBOUND FOR CPI NUMBERS HERE AT 0.8%, UP FROM 0.5% IN THE PRIOR MONTH. THAT'S THE FIRST ACCELERATION THAT WE SAW SINCE APRIL.

WHEN IT COMES TO PPI, UP BY 3.8%. THAT'S ALSO BEATING ESTIMATES OF 3.8%. IT'S DRIVEN MORE BY THE EXTERNAL FACTORS. THE HIGHER ENERGY PRICES, GOLD PRICES, AND ALSO THE STRONG DEMAND FOR TRIPS FROM THE GLOBAL MARKETS. BUT WHEN WE LOOK AT THE UNDERLYING DOMESTIC STRENGTH, STILL SEEING A BIT OF WEAKNESS THERE. THANK YOU. LIZZY: THANK YOU FOR THE OVERVIEW. LET'S DIVE INTO THE ENERGY STORY. THE GEOPOLITICS BEHIND IT. THE U.S.

IRAN CONFLICT ESCALATING WITH WASHINGTON DESTROYING FIVE URANIUM ROUTE TANKERS. IRAN HAS RESPONDED WITH MISSILE ATTACKS TARGETING AN AIRBASE IN JORDAN AND SAYING THAT IT TOOK A MAT TO U.S. VESSELS AND EIGHT OIL TANKERS IN THE GULF. THE ESCALATION IS FEEDING INTO ENERGY MARKETS. EUROPEAN NATURAL GAS AT A THREE-YEAR HIGH. LET’'S BRING IN ABBY ABEER OMAR NOW. WHAT DO YOU MAKE OF THESE LATEST BACK-AND-FORTH ATTACKS?

GOOD MORNING. GOOD TO BE WITH YOU AGAIN. AN ESCALATION IN THE REGION. WE ARE NOT JUST SEEING THE STRAIT OF HORMUZ. THAT'S A CONTENTION POINT AT THE TIME BEING. SAUDI ARABIA REPORTED INJURIES THERE. THE HUMAN TOLL STARTING TO EMERGE OUT OF THIS. WHEN IT COMES TO WHAT'S HAPPENING IN THE STRAIT OF HORMUZ, IT STARTED AT THE BEGINNING OF LAST WEEK. THAT RETURN TO MILITARY ESCALATION. BOTH SIDES HAVE CLAIMED THAT THEY DOWN VESSELS NOW IN THE EARLY HOURS OF THE MORNING HERE IN DUBAI.

THE U.S. SAYING THAT IT DESTROYED FIVE RATING IN CRUDE TANKERS. MOMENTS AGO, WE HEARD ABOUT THOSE EIGHT U.S. VESSELS AND TO OTHER VESSELS THAT IRAN HAD TARGETED AS WELL. WE ARE SEEING ATTACKS IN JORDAN. BALLISTIC MISSILES. A SENSE OF DEJA VU, ALBEIT MORE CONTAINED. COMPARED TO WHAT WE SAW AT THE PEAK OR THE HEIGHT OF THE WAR BACK IN MARCH, APRIL. STILL A DANGEROUS ESCALATION AND A GETS TO SHOW YOU THAT WHAT THE U.S. HAS TRIED TO RESORT TO OVER THE PAST MONTH OR SO, THE ECONOMIC PRESSURE CAMPAIGN MAY JUST NOT WORK BECAUSE IRAN IS NOT BITING INTO THE ECONOMIC PRESSURE THAT THE U.S.

IS TRYING TO EXERT. AND HAS SHOWN ITS WILLINGNESS TO STRIKE THE U.S. AND ITS VESSELS DESPITE THAT NAVAL BLOCKADE THAT IS CURRENTLY TAKING PLACE IN THE STRAIT OF HORMUZ. WE ARE MONITORING ALL OF THIS. WE ARE KEEP AN EYE ON THE DEAL BETWEEN IRAN AND OMAN. THAT MECHANISM TO OPEN UP A ROUT IN THE STRAIT OF HORMUZ. WE ARE STILL UNCLEAR. WE DON'T HAVE THE DETAILS OF THAT. WHETHER THE TOLLING SYSTEM WILL BE IMPLEMENTED, WE ALSO DON'T KNOW.

WE DON'T THINK THAT THE U.S. IS GOING TO RESPOND KINDLY TO ANY KIND OF FEES IN THE STRAIT OF HORMUZ. ALL OF THIS IS KEEPING ENERGY PRICES QUITE HEIGHTENED. BRENT THIS MORNING VERY CLOSE TO THAT $100 ON THE BARREL HANDLE. DIESEL FUELS, NATURAL GAS, VERY IMPORTANT FOR EUROPE, ESPECIALLY AHEAD OF THE WINTER. THEY ARE ALL EDGING HIGHER. THERE'S A DISCREPANCY BETWEEN BRENT CRUDE AND CRUDE PRODUCTS. THAT'S A STORY THAT WE WILL CONTINUE TO KEEP AN EYE ON.

DIPLOMACY CONTINUING TO BE NOWHERE IN SIGHT. LIZZY: TO THE CENTRAL BANK DECISIONS OVER THE NEXT COUPLE WEEKS. THANK YOU SO MUCH. STAYING WITH THE TREASURY SECRETARY SCOTT BESSENT. WARNING TO TRADERS, CHALLENGING THEM TO TEST HIS RESOLVE ON BOOSTING JAPAN'S CURRENCY.

WHENEVER PEOPLE SAY, WELL, TREASURY SECRETARY IS TAKING A RISK. WELL, IT'S MY DREAM. I HAVE ASYMMETRIC INFORMATION. WHEN WE INTERVENED WITH THE JAPANESE YEN, I HAD PRETTY GOOD INSIGHT INTO WHAT THE JAPANESE, WHAT THE BANK OF JAPAN WOULD DO, WHAT THE JAPANESE POLICYMAKERS ARE GOING TO DO. AND YOU CAN BET AGAINST ME IF YOU WANT. LIZZY: 153 PER DOLLAR IS WHERE WE TRADE RIGHT NOW. LET'S SPEAK TO MARK CRANFIELD. GOOD MORNING.

YOU HEARD THE TREASURY THERE. HEDGE FUNDS BETTING THAT THE YEN COULD STRENGTHEN THROUGH 150 PER DOLLARS THIS YEAR. BESSENT SEEMS TO BE PLAYING THIS GAME WITH TRADERS, TELLING THEM HE KNOWS SOMETHING THAT THEY DON'T. ARE YOU SURPRISED THAT IT SEEMS TO BE WORKING?

GOOD MORNING. HE'S TALKING FROM A FAIRLY STRONG POSITION. IT'S NOT UNREASONABLE FOR HIM TO SAY SOMETHING LIKE THAT WHEN THE ODDS ARE STACKING UP IN FAVOR OF JAPAN. A SHIFT IS GOING ON HERE. WE WERE GOING THROUGH A TIME WHERE IT WAS ONE-SIDED. VERY MUCH IN FAVOR OF THE U.S. DOLLAR. THE YEN WAS THE MAIN RECIPIENT OF THE PAIN. THE JAPANESE STORY IS IMPROVING. SOME OF IT IS TO DO WITH THE BANK OF JAPAN. THEY MAY EVEN DO IT BACK TO BACK.

THAT'S CHANGING. ON THE FISCAL SITUATION, JAPAN IS FAR FROM PERFECT. THEY DON'T LOOK AS BAD AS SOME OF THEIR COMPETITORS. THE SITUATION IN

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