Brazil Markets Set to Dive on Lula Win, EU Plans to Hit China With More Curbs

European stocks exposed to Brazil fell after President Luiz Inácio Lula da Silva came from behind to win Brazil’s runoff election, with investors dealing with the twin shock of Lula’s improbable win and Flávio Bolsonaro’s calls for the vote to be annulled. The European Union is planning to use safeguard measures to cut imports of products from sectors including chemicals, furniture and machinery from China, according to people familiar with the matter. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. Chapters: 00:00:00 - Bloomberg's "The Opening Trade" Begins 00:01:39 - Lula's Shock Brazil Election Victory 00:04:02 - Oil Falls Despite Trump's Iran Rhetoric 00:05:41 - ECB, Fed and BOJ Decisions Ahead 00:06:21 - Massive Week for Tech and AI Credit 00:08:32 - What to Watch 00:11:28 - SpaceX's $40 Billion Debt Deal, Central Banks and Hawkish Holds 00:15:07 - DZ Bank's Sonja Marten on ECB Faces France and Inflation Risks, UK, Brexit and the Pound, Is AI in a Bubble 00:21:52 - Need to Know 00:25:40 - Bank of America's Francisco Blanch on European Gas Hits Highest Since 2022, Europe's Winter Gas Price Risk, Russia, Ukraine and the Diesel Market 00:39:23 - MLIV: Assessing the Market Reaction to Lula, Tech Earnings and AI Investment Risks 00:42:44 - European Stocks to Watch 00:48:03 - European Markets Open 00:51:54 - Jupiter Asset Management CIO Piers Hillier on Markets and Central Banks, France's Fiscal and Bond Market Risks, Energy Prices and Portfolio Strategy 00:58:00 - Jupiter Asset Management CIO Piers Hillier on Investing in Latin America After Lula's Win 01:05:12 - Roche Lung Cancer Drug Results 01:06:28 - SpaceX, Neo-Clouds and AI Debt 01:07:41 - Big Tech Earnings and AI Capex 01:09:45 - Brazil ETF Plunges After Lula Victory 01:14:48 -…