BNP Paribas APAC Deputy Head of Global Markets Brian McCappin says clients are repositioning their portfolio to focus more on artificial intelligence beneficiaries, driving the outperformance of North Asia markets. He speaks with Yvonne Man and Avril Hong from the sidelines of the BNP Paribas Global EV and Mobility Conference. (Source: Bloomberg)

Sam Lynton-Brown, head of global macro strategy at BNP Paribas Markets 360, discusses the economic situation in the United Kingdom. Speaking on Bloomberg Television, he says BNP is not expecting UK long-term borrowing costs to go higher following the yield on 30-year gilts' jump to 5.78% earlier in the week. "We think that's actually one of the DM bond markets that should be a little bit more insulated given how cheap valuations already are," Lynton-Brown says. (Source: Bloomberg)

The South African Reserve Bank will likely raise interest rates at its next two meetings to rein in inflation that’s set to surge because of energy supply-side shocks caused by the war in Iran, BNP Paribas said.

A senior BNP Paribas SA banker who was fired for allegedly bullying his subordinates on the trading floor lost a €1.7 million ($2 million) unfair-dismissal award on appeal after judges drew on testimony from staffers.

Brent oil rallied to a four-year high after Axios reported that US President Donald Trump will receive a briefing on new military options for action in Iran, signaling the potential for fresh escalation in the Middle East. Stocks steadied as some positive news on earnings helped to counter inflation concerns triggered by oil’s jump to the highest since the Iran war began. 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. (Source: Bloomberg)

The BNP Paribas CFO cited a ‘wait-and-see’ attitude from corporates in the first-quarter, and argued he took provisions against the macroeconomic uncertainties. That’s after France’s largest bank reported net income that beat estimates in the first quarter, driven by a strong performance in equities trading. The CFO Lars Machenil spoke exclusively to Bloomberg Television on the ‘Opening Trade’. (Source: Bloomberg)

US stocks slipped from record highs as the Strait of Hormuz remained shut, lifting oil prices, with traders also eyeing major megacap tech earnings and central bank decisions this week. S&P 500 futures fell. Brent crude rose to above $108 a barrel. Tehran signaled it would accept an interim agreement to reopen the waterway after nearly two months in exchange for the US lifting its blockade of Iranian ports, Axios reported Monday. 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. (Source: Bloomberg)

Ecaterina Bigos, CIO for Core Investments Asia ex-Japan at BNP Paribas Asset Management, discussed the current market environment characterized by volatility and geopolitical uncertainty, they largely assume oil prices will stabilize between $80 and $90 by mid-summer, emphasized the 'structural advantage' seen in sectors benefiting from long-term growth drivers, particularly technology supported by AI-related capital expenditure, which has experienced notable rerating and is expected to sustain momentum through year-end. (Source: Bloomberg)

Apple Inc. was upgraded to outperform from neutral by BNP Paribas, which said the iPhone maker can use the recent spike in memory prices as a way to increase its share of smartphone market share.

Money managers led by BNP Paribas Asset Management and Robeco Institutional Asset Management BV are putting pressure on the Philippine government to introduce stricter reporting standards for state-backed projects, following a corruption scandal tied to flood infrastructure.

Money managers led by BNP Paribas Asset Management and Robeco Institutional Asset Management BV are putting pressure on the Philippine government to introduce stricter reporting standards for state-backed projects, following a corruption scandal tied to flood infrastructure.

Sophie Huynh, portfolio manager and strategist at BNP Paribas Asset Management, reacts to the two-week US-Iran ceasefire announcement and whether the relief rally in markets can be sustained. "How long it's going to take for oil to reach those countries as the Strait of Hormuz potentially opens is, I think, a key question," Huynh tells Bloomberg Television. (Source: Bloomberg)

BNP Paribas SA is set to deploy an artificial intelligence companion for all staff as Chief Executive Officer Jean-Laurent Bonnafe bets the technology can lower costs across the bank.

BNP Paribas SA completed significant risk transfer deals tied to €5 billion ($5.8 billion) of loans, according to a person familiar with the matter, despite the recent spike in market volatility.

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are BNP Paribas’ Greg Boutle, Goldman Sachs’ Daan Struyven, JPMorgan Wealth Management CEO Kristin Lemkau, J.P. Morgan Asset Management’s Chad Tredway, StoneX Group’s Kathryn Rooney Vera, PIMCO’s David Forgash, Macquarie Capital’s Viktor Shvets, Atlantic Council’s Colin Coleman, & Pivotal Ventures’ Erin Harkless Moore. (Source: Bloomberg)

Interest rate strategists at BNP Paribas expect the Federal Reserve will raise the possibility of hiking rates at its next meeting in April if energy prices remain high and the US unemployment rate stays stable.

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Isabelle Mateos y Lago, BNP Paribas, Group Chief Economist; Sander van‘t Noordende; Randstad CEO; Charles Lichfield, Atlantic Council, Director of Economic Foresight and Analysis; Daniel Tannebaum, Oliver Wyman, Partner & Global Anti-Financial Crime Practice Leader; Douglas Rediker, International Capital Strategies, Managing Partner. (Source: Bloomberg)

Sophie Huynh, portfolio manager and strategist at BNP Paribas Asset Management, discusses the impact of the ongoing conflict in the Middle East on markets. Speaking on Bloomberg Television, she warns about the risks of a protracted closure of the Strait of Hormuz, saying the longer the waterway stays closed, "the more likely we could have an energy shock." (Source: Bloomberg)

BNP Paribas SA is holding discussions with investors about a potential significant risk transfer tied to about €2.5 billion ($2.9 billion) of corporate loans, according to people familiar with the matter, as the war in the Middle East tests risk appetite.

BNP Paribas, Banco Bradesco SA and Coöperatieve Rabobank are among the largest creditors of Brazilian sugar and ethanol company Raízen SA, which is seeking to restructure some $12.6 billion of debt out-of-court.