Trump Warns Iran on Hormuz Fee & Israel-Lebanon To Talk | Daybreak Europe 04/10/2026

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, US President Donald Trump says he is "very optimistic" about a deal with Iran, despite confusion about what the agreement actually covers. But he later threatened Tehran over charging fees in the Strait of Hormuz.

Meanwhile, Israel will hold direct talks with Lebanon next week, but Benjamin Netanyahu said strikes on Hezbollah targets will continue.

Bloomberg understands that Scott Bessent and Jerome Powell summoned Wall Street bank CEOs to warn them of potential risks posed by Anthropic’s new AI model and others.

Today's guests: Peter Virovacz, ING, Senior Economist.

Chapters:
00:00:00 - Daybreak Europe
00:00:54 - Stocks Rise on Optimism Ahead of US-Iran Talks
00:02:57 - Trump Ramps Up Threats Against Iran on Hormuz Before Talks
00:07:24 - Israel Talks, US Reassurance Indicate De-Escalation in Lebanon
00:11:47 - China Exits Factory Deflation
00:15:54 - Trump Warns Iran Against Hormuz Fees, ‘Poor Job’ on Oil Flows
00:18:02 - Oil Holds Gain After Attacks Lower Saudi Production Capacity
00:23:49 - Islamabad Peace Talks
00:27:41 - Netanyahu-Trump Divisions on Iran War Threaten to Box In US
00:31:14 - Orban’s Election Fate Lies in the Hands of Hungary’s Poorest
00:36:31 - Peter Virovacz, ING, Senior Economist
00:39:25 - Bessent Urgently Summons Bank CEOs to Discuss Anthropic’s New AI
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