Bloomberg Brief: Lula's Historic Win, SpaceX's $40B Debt Deal, and a Pivotal Week for Central Banks and Big Tech Earnings

A morning global markets briefing that sets up a consequential week for investors, covering Brazil's presidential runoff, mega-cap tech earnings, central bank decisions, and escalating Middle East tensions. Correspondents in Hong Kong, London, and New York walk through equity, bond, and currency moves, followed by expert interviews on election fallout, debt financing for AI chips, and options volatility strategy.

■ Global Market Open
- Asia session: rotation out of tech into banks and energy; SK Hynix dividend news ahead of the heaviest Asian earnings week of the season
- Europe: French bond yields steadying after weekend protests and Moody's decision on France's sovereign rating
- U.S. futures, Treasury yields across the curve, and oil prices amid Iran-Saudi mediation talks

■ Brazil Election Aftermath
- Lula's record fourth-term runoff victory, Bolsonaro's challenge to the result, and the role of voter mobilization and social media
- Positioning unwinds among investors who had priced in a Bolsonaro win, with implications for fiscal policy expectations

■ Tech, AI and Corporate News
- SpaceX's $40 billion debt deal to fund AI chips, with commentary on pricing spreads and investor appetite
- What to watch from Alphabet, Microsoft, Amazon, and Intel: capital expenditure levels versus AI-driven revenue and cash flow

■ Elections, Geopolitics and Policy
- Preview of Israel's election and its potential effect on U.S. policy, plus updates on Iran, EU-China trade measures, and U.S.-Canada trade talks
- Derivatives strategy discussion on single-stock volatility, hyperscaler earnings risk, and cross-asset positioning

Designed for investors, analysts, and anyone tracking macro and market-moving headlines, the briefing delivers a structured, fast-paced orientation to the week ahead and highlights the data points and events most likely to shape portfolio decisions.