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, the US & Iran look to arrange a second round of peace talks in the coming days. President Trump tells Fox News he believes the war is "close to over." Stocks in China follow Wall Street in recouping their post-war losses on optimism for a deal. Investors now focus on tech and earnings. Europe's most valuable company, ASML, has raised its full-year sales forecast as the surge in global AI spending boosts demand for its advanced chipmaking machines. But its improved outlook was tempered by a weaker-than-expected sales forecast in the second quarter. Today's guest: Josie Anderson, Nomura, European Economist