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Bloomberg Audio Studios, podcasts, radio, news. This is the Bloomberg Daybreak Europe podcast. Good morning. It's Friday the 2nd of October. I'm Nathan Hager in London. Coming up today, the US sends thousands of extra troops and an additional aircraft carrier to the Middle East as President Trump weighs escalating attacks on Iran. Washington presses Europe to tap emergency diesel reserves as it weighs an export ban. Plus, banking on a tax rise.

Healey meets city bosses as lenders brace for a budget hit and lender stock prices tumble. Let's start with a roundup of our top stories. News this morning of a major US military buildup in the Middle East. This is according to officials who have spoken to Bloomberg. The Pentagon is deploying an additional aircraft carrier and 10,000 troops to the Persian Gulf. It comes as President Trump suggests military strikes against Iran are possible after the US midterm elections.

Here's our breaking news editor, Brian Peach.

President Trump has been talking a lot lately about framing the Iran war as this big decision that he has to make. He's basically framing it as he could choose to pursue a deal with Iran or he could choose what he's framed as, you know, varying levels of military destruction. and he's framed it too as a choice that Iran has to make whether they want to accept the deal or or go the military route.

That was Bloomberg's Brian Peach reporting. The ramp up comes as Iran's foreign minister reportedly suggested restoring access for nuclear inspectors in exchange for sanctions relief. UK police say they've arrested a dual British Iranian national on suspicion of preparation of terrorist attacks. It's the sixth arrest in connection with an incident at a British air base used by the US to launch strikes on Iran. Five other men have been released on bail.

Prime Minister Andy Burnham says the UK believes Thrron was connected.

There is indeed a strong indication that Iran played a part. This remains though a complex and very serious police investigation. So I can't say any more at this stage. That was Andy Burnham speaking earlier this week. Iran denied involvement. European officials are holding an emergency meeting this morning to discuss whether to release diesel stockpiles. Bloomberg understands the Trump administration is pushing the European Union to release its reserves.

The move may also head off a US export ban that threatens to tighten diesel supplies across Europe. Jameson Greer is the US trade representative.

We have had conversations uh today with some of our European partners about this issue and there is an eagerness on both sides to work together to get more diesel to the market. We know that, you know, France, Germany, and Italy, they're sitting on on reserves. I think, you know, I won't put words in their mouth, of course, but I think they would love to have a cooperative path forward with the United States on how we get more diesel to market.

That was Jameson Greer speaking at a G20 trade event. US diesel prices have jumped 70% since the Iran war began. It is piling pressure on President Trump ahead of next month's midterm elections. Bond investors are turning their attention to France after UK long-term borrowing costs hit 6% yesterday. France is under pressure over its widening deficit with de debt approaching 120% of GDP. The government is also trying to push ambitious spending cuts through a fractured parliament in its upcoming budget.

Emanuel Cow is head of European equity strategy at Barclays.

It's going to be tricky for the next couple of weeks at least. I mean it's going to take a couple of weeks for the parliament in France to discuss the budget and as always you know into the presidential election there going to be a lot of noise and a lot of opposition to this budget which is coming up with a significant amount of fiscal tightening but look ultimately I think we've been there before and I think to some extent the market stress might facilitate the adoption of the budget.

That was Emanuel Cal Barklay speaking there. France's premium over German debt has more than doubled since May. And one analyst at Five-Star Asset Management says French 10-year yields could approach 7% if debt concerns get worse. Shares in the UK's biggest lenders have tumbled in the past 24 hours on reports the chancellor may pursue a bank tax in this month's budget. HSBC, Nat West, Lloyds, and Barclays all fell more than 4% with rising borrowing costs also hitting banks globally.

With more, here's Bloomberg's Yuan Pods.

Rising bond yields and tighter financial conditions are weighing on the European banking sector, and lenders in the UK are also facing speculation they may be hit with an increase in the government's bank tax. Currently, an extra 3% of company profits. Bloomberg understands the chancellor will meet with bosses from big banks including Barclays and HSBC next week. This ahead of his budget on October the 28th. In Brussels, I'm Euan Pots, Bloomberg Radio.

Anthropic is seeking to go public as soon as mid November. That's according to sources that have spoken with Bloomberg. Despite a net loss of almost $42 billion last year, prospective investors are said to value the AI firm at up to $2 trillion. The expected listing comes as anthropic faces renewed competition from Open AI alongside growing scrutiny over artificial intelligence safety. German Chancellor Friedick Merittz says the far-right alternative for Germany party is backed by Russia.

Meritt's remarks highlight a step up in rhetoric against his opposition which won two regional elections last month and is currently leading polls. Merittz made the claims during a speech in Müster yesterday without citing specific evidence portraying Russia as a destabilizing force in Germany and a threat to democracy. While some AFD politicians have had contacts with pro-Russian networks, there's no proof that Russia has financed the party or steered its policies.

Unrest among high school students in France is growing. The government is warning protests have turned into urban violence and it's blaming the far-left. With more, here's Bloomberg's Tiwa Adabio.

More than 400 French schools will remain closed today. That's after recent protests led to almost 2,000 arrests and over 200 injuries, according to the country's education minister. Government officials told reporters the far-left France unbowed party is behind the movement, citing an intelligence assessment. Students have been asking for more teachers, smaller class sizes, and reform of the system which allocates university places.

France's main student union have called for further demonstrations next week in a statement. In London, Tabio, Bloomberg Radio.

Those are some of our top stories this morning. Taking a look at the markets now. Uh stocks 50 futures at last checker holding steady after the losses we saw across the European session yesterday. The stock 600 closed down 1.3%. CAC in Paris was down 1.6% and the Footsie in London down one and uh nearly 1 and.7% uh on the session. This morning uh futures on Wall Street are pointing to a higher open ahead of the jobs report that could be key for the Federal Reserve policy path uh later this month.

S&P futures are higher by 4/10en percent and NASDAQ futures on the rise by a half percent. Taking a look at crude oil. It is uh down on the session by 410% on Brent with $101.92. The price of a barrel of Brent crude. West Texas Intermediates at 9230. Bloomberg dollar spot index is headed for a third weekly gain this session. It's down about a tenth percent, but it's the longest run of weekly gains since January of last year.

In a moment, we're going to bring you the latest on the US carrier deployment to the Middle East with our head of coverage in the region, Stuart Livingston Wallace. And Bloomberg's Anthony Stevens is going to join us as well on the rush to safer government debt and why banks are in the firing line.