Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

On today’s show, Donald Trump threatens to "substantially" raise tariffs on India for continuing to buy Russian oil. A defiant India hits back, saying the US and Europe are still buying Russian energy too. Meanwhile Switzerland says it’s determined to win over the US government, and reduce the shock 39% tariff rate announced last week.

Also on the programme, tech stocks and dip-buying power the S&P 500 to its biggest rally since May.

And on the earnings front, Aramco profit falls for a 10th straight quarter, as lower oil prices weigh on its balance sheet. While Germany’s Infineon says uncertainty around tariffs means sales will be flat.

Chapters:
00:00:00 – Daybreak Europe
00:00:51 – Deutsche Post 2Q Ebit Beats Estimates
00:02:23 – Trump: Will Hike India Tariff Over Russian Oil
00:04:33 – India’s Auto, Oil Stocks May Fall as Trump Vows to Raise Tariffsv
00:06:19 – Swiss Eye Sweetened US Trade Deal
00:07:57 – Switzerland’s EU Counterparts Secure 15% Tariff
00:09:28 – Stock Buyers Power Biggest S&P 500 Rally Since May
00:10:26 – Palantir Cites ‘Astonishing’ AI Impact
00:13:11 – BP, Saudi Aramco To Post Results
00:14:13 – Aramco Shares Slump 14% YTD
00:16:09 – BP Says Found 500M Column of Oil, Gas Off Brazil
00:20:00 – Where’s Iran’s Weapon-Grade Uranium?
00:22:37 – UN Unable To Monitor Iran’s Weapon-Grade Uranium
00:25:50 – Infineon 4Q Sales Outlook Miss May Imply Peers Take Share
00:26:36 – Continental 2Q Adjusted Ebit Misses Estimates
00:28:48 – Tesla Gives Elon Musk $30B Award
00:31:08 – Texas Governor Orders Arrest of Democrats Who Left
00:31:31 – Hochul: We Must Fight Fire With Fire
00:31:50 – Bolsonaro Ordered Into House Arrest For Defying Brazil Court
00:32:12 – Codelco Copper Mine Has Just Days Worth of Stockpiles
00:32:39 – Aramco Profit Falls for 10th Quarter, Debt Rises on Weak Oil
00:34:06 – Sven Schneider, Infineon CFO
00:39:51 – US Curbs on Chip Exports
00:45:07 – Dudley: Fed Disagreements Overstated
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