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Unit in a sweeping overhaul. Its a big day for Bank Earnings. We speak to talk executives. Welcome to daybreak europe. Lets get to Bank Earnings. Deutsche banks red headline. Saying they are on track to meet all targets. Lets get to the numbers coming through. The Second Quarter fic trading revenue comes in at 2. 0 5 billion euros. The estimate was 1. 81 billion euros. Upbeat on the Second Quarter f site a beat on the Second Quarter fic. In terms of pretax profit for the Second Quarter, that comes in at 158 Million Euros. Thats a surprise pretax profit for the Second Quarter. The estimate was for a loss of 133 Million Euros. Thats what we are looking at in terms of secondquarter net revenue. That comes in better than expected. The estimate was 5. 94 billion euros. A lot of lines coming through here. 2020 revenue essentially flat. Cet1 reaffirming its 2022 leverage ratio and return on tangible targets. In terms of Second Quarter Net Interest Income, that comes at 3. 0 9 billion euros. Ever so slightly light. Basically, the main takeaway here is that Deutsche Bank has reported the biggest gain in fixed income trading in almost eight years. The market rally has been boosting. Dont miss that first interview of the day at 7 00 london time. Just to let you know come in and of u. S. Secondquarter preincome tax is coming in better than expected. The misdemeanor was 182. 70. The secondquarter revenue, five and 51 Million Euros, better than the estimate. Inflows, much net better than expected. 8. 7 billion euros. Lets get to santander. Lets recap these numbers for you. The red headline is that they booked a 12. 6 billion nonrecurring impairment. They have said that that impairment doesnt impact liquidity and credit risk. It doesnt impact on the cap capital ratio. Secondquarter loss was a surprise. 11. 1 billion euros. The estimate was for a profit. Those are the main headlines. We will speak to their cfo, dont miss his first interview of the day just after 7 00 london time. These headlines are coming thick and fast. I need to get to sanofi as well. Glassell are agreeing to a u. K. Vaccine deal. This is the key headline coming through. They are agreeing with the u. K. Supply up to 60 million vaccine doses, to start phase one of two of the covid19 vaccine study in september. Lets get to the markets. A risk off tone inequities ahead of the fed decision. A little bit of red on the screen in asia. The s p 500 closing lower yesterday. Futures indicate another down day, even a needed one. European futures are posting morelos it to the downside. The 10 year yield is dead study. I want to show the u. S. Really yield. That hasnt a record low, one of the reasons we have seen such a strong rally in gold. Even though we are pulling back slightly today, about 951 an ounce, the consensus is we will get to 2000. The forecast diverges after that. Jpmorgan sees the rally losing steam. Goldman is bullish. Bank of america expects 3000 on gold. Another reason for that has been dollar weakness. The call from goldman on dollar weakness, raising debasement fears. Riskwant about inflation feeding into that debasement of the dollar. The vet extended seven of its nine emergency lending programs by three months in its latest effort to boost the economy. The move comes ahead of the fomc decision today that expected to result in no significant policy changes. Stimulus talks between Donald Trumps team and democrats stall on the issue of liability provisions. Mitch mcconnell insisted his plan for shielding organizations against lawsuits stemming from coronavirus cases should be included in the bill exactly is proposed. Nancy pelosi says his stance suggests hes not serious about reaching a deal. Joining us now is our guest. Great to have you with us on the show. Thank you for joining us. I want to ask about the u. S. Real rate. Its been negative for a while. Low onanother record that real rate and yesterdays session. It continues to decline today. Do you see real rates flow falling much further in the u. S. . We think real rates will stay low for a long time. We do not expect them to go much lower from the current level. The definitely related to unconventional Monetary Policy reserved by the federal and uncertainty related to the economic outlook. Coronavirus management proved to be very challenging on the inflation side. The expectation from the fed today is not for any blockbuster announcements or anything. The expectation is a commitment to lower rates. Youve been seeing breakevens picking up. From Something Like 0. 47 in march, we are at 1. 51 on the u. S. Breakeven right now. That has been a significant move higher. That feeds into the negative real rate we just were talking about. Inflation threats in the market deemed to be getting attention. Is it something youre concerned about in the near to medium term . Monica none actually. In the shortterm, over the next 12 months, inflation is going to stay low, obviously. There would be some picking up around may next year as a effect. Nce of oil price all in all, they will stay low. One of the reasons related to the policy framework debate that is ongoing in the federal reserve. Around november or september, because of the election. The fed usually doesnt take action ahead of the u. S. Election. They might talk about revising the target for inflation. In particular, they might be seeing seem more keen in allowing temporary overshoot on the target. They might be more open to seeing inflation. Nejra what does that mean for the dollar . Goldman says the inflation threatens the dollar as a reserve currency. Thats an earlier call. Are you forecasting more dollar weakness . Dollar we. S. Need to distinguish the u. S. Dollar versus the euro. Movere seen the major [inaudible] it is more on the u. S. Side. The u. S. Dollar versus emerging markets. The situation seems to be a bit more stable. , interestngerterm versus therentials weakening of the u. S. Dollar. 3 yeah nejra yeah. You slashed to neutral based on what you just said. Gold has over overshot your shortterm target. Beyondecast is diverging 2000. If and when we get to 2000 on gold, what happens next . Monica we think the gold is a really supported is really supported by the low nominal rate. 0. 6 difference between gold and the Central Banks. Risk to the upside for gold. There are two reasons. One related to the hedging feature of this commodity. Second, the value in the asset class related to the unconventional Monetary Policy and uncertainty among the economic outlook. Nejra our guest stays with us. Stay with bloomberg. We will bring you the full coverage of todays fed decision. Dont miss our special report at 7 00 london time. Lets give the news with lauren london. Laura the u. K. Is looking at ways to reduce its quarantine role. , backlash from tourists airlines, and the government in madrid. One possibility is abandoning blanket restrictions in favor of regional bands. Another is reducing the time that passengers need to stay in quarantine. Credit suisse is set to announce a sweeping overhaul of its business. This was lender plans to merge its Investment Bank and Capital Markets unit. The changes are part of an overall. Biggest names in the Tech Industry are set to testify in the u. S. House today. As part of a government probe into government competition. It will be jeff bezos first appearance before congress. He will struck an upbeat tone, telling lawmakers his company is americans a story an american success story. Global news, 24 hours a day, on air and on quicktake by bloomberg, powered by more than 2700 journalists and analysts in more than 120 countries. This is bloomberg. Nejra thanks so much. Encouraging progress. A vaccine candidate protected against coronavirus. We get the latest, next. This is bloomberg. Nejra this is bloomberg daybreak europe. Risk off tone ahead of the fed. U. S. And european futures point to lower opens. The 10 year yield this study. The real yield got to record low. Goldman talks about the basement fears. Oil pulling back ever so slightly. China has reported 101 new coronavirus cases, up from 68 a day or earlier. Infections have slowed in california and arizona. President trump says a vaccine could be approved soon. A trial shows modernas vaccine candidate protected monkeys against the virus. A bigger test involving humans is underway. Our guest is still with us. As the second wave fears are alive and well in many parts of the world, how are you approaching your equities strategy at the moment . Monica we remain cautious. As you said, the pandemic is not over. In any case, the vaccine will require testing. While we remain overall [inaudible] for example, delta, fiscal policy. This dislocation will continue over time. We want to maintain a defensive stance. Show somearkets value. Be very selective. Nejra yeah. , whathis defensive stance is your preferred protection and the portfolio . Earlier, you were talking about your shortterm target for gold being 1900. Is gold the preferred hedge . Monica gold is definitely one thate hedging strategies we do. We do like gold for its value. Uncertaintyeing related to the outlook. Definitely the expansion and the Central Banks Balance Sheet. Gold is highly sensitive to this movement. Optionality in order to protect our exposure to risky assets as well. Nejra ok. We are in earnings season. Are there any takeaways that you have so far that might impact your equity strategy . Monica we are closely monitoring. Last quarter, there was really on the future. This time around, the same uncertainty. We expect a drop in the etfs. Its important to see what the corporate sector expects in terms of bouncing back to some normalization. Forward guidance remains key to us. Nejra yeah. You said you have some preference for cyclicality and equities. What about value versus growth . Monica [laughter] this is a milliondollar question. Ratio is very stressed so far. We have been positioning for best value. Its a matter of being very selective in stockpicking. At thed to look sustainability of leverage in the Balance Sheet. That is by far expected to provide more value to the than a growth stance. Nejra thank you so much for joining us. Great to have you on the show with us today. Coming up, the bank of greece governor sees a boost to the Greek Economy. Dont miss this exclusive interview, next. This is bloomberg. This is bloomberg daybreak europe. Greeces Central Bank Governor sees a major boost to the Greek Economy from the European Unions historic wretch rescue fund. He spoke exclusively to bloomberg from athens. There is not a lot of visibility now. So i would hesitate to make a guess at this point. It will not be small. It will not be large. Thats the estimate we have. Bank, the European Central extended the ban on banks to pay dividends at least until january. These think that this decision will make investors more where aware or worried . Is it in the right direction . It is in the right direction. It contributes to the conservation of capital buffers. Its good for investors. Investors should not worry about that. Do you see the need for a further extension of the measure into 2021 . That will depend on the evolution of the pandemic. Still, the risks are on the downside. Lets wait and see. Are you afraid of a second wave of the pandemic . Maybe yes. Would have four days one million cases worldwide, perhaps. Were in a second round already. In certain areas of the world. Following the eus decision on the recovery fund, to what extent does the pressure on the ecb . It is good for Monetary Policy. It makes the policy mix more balanced. Monetary policy is not almighty. It needed the action of fiscal policy as well. Now we have fiscal policy, both on the National Side but also at the european level, which is very positive. Its temporary. I hope that it will become permanent at some point. This is a step in the right direction. Perhaps its a harvick are harboring or for more changes in the future, like the combination of the banking unit. What else could be the next step . For the banking union, we the europeanlish deposit insurance scheme. Then perhaps we should look for a safe asset. And a permanent fiscal tool at the center of europe. On your proposal for a european bank, it has not caught on so far. Do you think that the rise will be that large that there needs to be a European Public sector solution . If that bank does not materialize, what would be the alternative . Look at the Banking Center problems, closer. Largeeece, we have a very volume of them p. M. 37 of total loans. This is a separate case here. For all other member states, the legacy volume is much smaller. For greece, its true that we are preparing a company to facilitate the solution of the large volume. The way we plan to do it will be a winwin situation. It will be positive for all shareholders. The banks, the state. Greaseshat was the Central Bank Governor. Lets take a look at whats happening today. The German Economy minister will woolestioned about their in the wirecard scandal. The session will be held behind closed doors. We will get brazils unemployment figures for june. The country has been hit hard by the pandemic and araiza numbers to be a side effect of the gradual reopening of the economy. Amazon, facebook, of the bit, and apple are set to testify before a u. S. Antitrust panel. The ceos are appearing together for the first time before lawmakers. That starts at 5 00. Its decision day for the fed. They are expected to keep Interest Rates near zero. Lets get back to earnings season. We have numbers from Deutsche Bank and santander. In terms of Deutsche Bank, the key headline, Second Quarter fic trading revenue came in a 2. 05, beating the estimate of 1. 81. Deutsche Bank Reported the biggest gain in fixed income inding animal state years almost eight years. The five biggest wall street banks doubled their fixed income revenue. The ceo says its fully on track to beat all target. Second quarter Net Interest Income came in slightly soft. Secondquarter pretax profit was a clear beat. Santander, unexpected secondquarter loss and a 12 point 12. 6 billion euro impairment. We will talk earnings, next. This is bloomberg. Nejra good morning from london. I bloomberg daybreak europe,. In its latest effort. Todaysrade mixed at of rate decision. U. S. Stimulus talks stalled over Liability Protections for businesses as current measures start to run dry, plus Credit Suisse plans to merge its Investment Bank and trading unit in a sweeping overhaul. We speak with top executives from Deutsche Bank, santander, and barclays. Welcome to bloomberg daybreak europe. Lets get some more news during earnings season. We are hearing from sanofi, raising its 2020 guidance. It now sees a 6 to 7 eps growth. Second Quarter Business eps comes in at 1. 28 euros. The estimate was 1. 2 one euros so that is better than expected. Second quarter revenue, 8. 2 one billion euros. That is a little bit softer there. The raising of the 2020 guidance is the key headline, and of course, earlier this morning, we heard that glaxo and sanofi have agreed to a u. K. Back to deal as well. A headline as well from schneider electric. Reestablishing its 2020 target and resuming share buybacks. Those are a couple of the Key Headlines coming through there. The market ahead of the fed. Little bit of the risk off tone and equities. Losses in the u. S. Yesterday. Futures point to another day of declines. Same for european futures as well. The 10 year yield is steady but the tenure really real yield hitting a record low. Breakevens that we have had since march. Goldman points to the outlook for inflation according to concern for the dollar. They actually say u. S. Policy is increasing. They even talk about that potentially shaking the dollar as a reserve currency. A weaker dollar and the state of real yields, two of the reasons we have seen gold take such a rally. Forecasters, the consensus is we will get to 2000. After that, the forecast diverged. Rally losing steam after peaking around 2000. High prices will last longer. Bank of america expects 3000. Goldman expects a higher trajectory for gold from here. Lets get the first word news with laura right in london. Talks in theus u. S. Are getting bogged down over Liability Protections. Mitch mcconnells plan is to provide a shield from coronavirus lawsuits to schools and businesses. House Speaker Nancy Pelosi says his insistence on this part of the package remains exactly as proposed shows hes not serious about reaching a deal. Recoveryer sign the after a sales plunge. Online orders jumped 72 in the Second Quarter. It still only accounts for a small proportion of overall sales, which were down 44 , a bigger drop than the rival but less than expected. It hopes that is the worst of the coronavirus. Ebay raised its profit and Sales Forecast for the year. The new outlook disappointed in vestors. That whenconcerns lockdowns are lifted, the company could return for sluggish growth. Global news, 24 hours a day, on air and on bloomberg quicktake, powered by more than 2700 journalists and analysts in more than 120 countries. This is bloomberg. Nejra . Nejra thank you so much. Thats get back to the Bank Earnings we had this morning. Bank,ng with deutsche Second Quarter fic trading revenue at 2. 0 5 billion euros. A beach on the estimate of 1. 81. Deutsche Bank Actually reported the biggest gain in fixed income trading in almost eight years. The ceo saying that the bank is fully on track to meet all targets. It sees 2020 revenue essentially flat. Second quarter net increased income came in at 3. 0 9 billion euros. The estimate was for 3. 1 7 billion euros but Deutsche Bank confirming its adjusted cost target of 19. 5 billion euros for 2020. Second quarter pretax profit came in at 158 Million Euros. The estimate was for 133 Million Euros, a beach on the Second Quarter pretax as well, so that was Deutsche Bank. Santander, Second Quarter loss of 11. 1 billion euros. That was unexpected because what was estimated was a profit of 828. 5 Million Euros as santander is booking a goodwill nonrecurring impairment. Antander reporting a loss on 15 billion covid related charge. Coming up, we kick off a week of oil earnings including bp, total, and shall. Shell. We will speak with a ceo of an oil company. We have three ceos coming up for the rest of this hour. That is next. This is bloomberg. Nejra this is bloomberg daybreak europe. I am nejra take action london. Lets get to the risk nejra cehic in london. U. S. Futures point to another day of decline. European futures also negative. The 10 year yield absolutely steady. The real yields on the 10 year at another record low in the u. S. The dollar holding to some losses. Waldman talks about debasement fears. Near 41holding a loss a barrel. The focus turning to u. S. Stockpiles. Analysts see a third weekly gain. We are deep in earnings season and all morning, we have been bringing you the updates on the Bank Earnings in the particular. For Deutsche Bank, Second Quarter fic trading revenue at 2. 05 billion euros. A clear beat on the estimate of 1. 81. The biggest gain in fixed income trading in eight years for Deutsche Bank. Income from buying and selling Debt Securities rose 39 from a year earlier as that offset weaker revenue in asset and Wealth Management according to Deutsche Bank. And then, the ceo also saying that the bank is fully on track to meet all targets. 2020 revenues essentially flat. Second quarter Net Interest Income, 3. 0 9 billion euros, a little bit lighter than the estimate of 3. 17. Deutsche bank confirming its adjusted cost target. Second quarter pretax came in at a beach, 158 Million Euros. It was actually an estimated loss that was expected of 133 million. For Deutsche Bank beating on a number of metrics, santander, Second Quarter loss of 11. 1 billion euros. The estimate was for a profit. That is an unexpected loss. They also reported that loss on a 15 billion covid related charge. Lets get back to earnings or continue with earnings, rather. An oil company has posted Second Quarter and income of 24 Million Euros versus 159 Million Euros year on year. And lower fuel demand have weighed on sales and profits. Joining us now is the ceo, rainer seele. Great to speak with you as always. Thank you for joining us on the show. Given we are looking at a Second Quarter net income slump for you, and you have already talked about reviewing possible new cost cuts in the wake of do the numbers you have seen come through for the Second Quarter, does that mean you might accelerate cost cuts . Rainer good morning, media. Good talking to you again. It isd quarter preventing a success story. Quarter is the corner with the highest difficulties in the market. Recovery intot the Third Quarter now. Is costcutting should be the priority on the list. We did a good job already. Our 700 million as a cost cuts for 2020. We will have to see whether or not they will be in recovery in the second half of 2020 and then we will decide on the next year. Nejra what is your outlook for the second half . How much of a recovery do you actually see . Rainer i think that jets will come back a bit. We have 25 of demand. I think we will go into the 50s at the end of the year. Then the pressure on diesel and the refining markets will be less right now. Problem fromther the refining industry. Businesstable polymer in the second half. Now, Automotive Industries slightly coming back. There is an upside. It depends whether or not we do see a second corona wave. Nejra absolutely. Now, on the subject of other industries other than oil and gas, your borealis deal should help the shift from oil and gas into plastics for omv, but leverage is set to rise for the longterm target of 80 as a result of that deal, so you could say asset sales are crucial. What is the status on asset sales . Rainer first of all, we have a healthy and strong Balance Sheet. If you look at our cash position, we are talking 8 billion. We have undrawn credit facilities. We have the financial muscles, but you are absolutely right. Our divestments should go on. We are well on track. I think we will announce the results of our negotiations in the second half of this year. I planned that this will be part of my leveraging of our situation, so we will have a temporary but we will work hard. We will be complying with our targets. You mentioned covid19 a little earlier in terms of the outlook. What does the pandemic mean for consumer demand for plastics around the world . Is your borealis Investment Case still valid . Rainer it is extremely good. It tells us plastic is really saving lives. What we can see is that especially in health care, the mask is just the polymer business. We are talking about people now changing their mind, that they would like to have and that should make a stamp on it that it is corona free. That is what customers are telling me. Especially the health care sectors, going good. They are now recovering. Borealis is delivering very stable, very good demand, and the internationalization is a proof of concept and i see the value of or, especially in an integrated picture of omv. We have the refineries 10 more than the average in europe. Into and that is a competitive advantage. Nejra can i ask about north stream 2 . Do you think a collective e. U. Response to the u. S. Sanctions is coming . Rainer i do hope so. We are not talking about a pipeline. You have to understand that we have to talk about european sovereignty, and what we have to show is european solidarity. If we do not protect our Investment Climate in europe, what else shall we do . It is a Political Initiative which means an answer. Nejra has omv engaged with the austrian government to talk about possible aid for the investment if the project collapses . Rainer well, we discussed with several parties. We are also talking to our friends in the United States that they better understand our position and that the Pipeline Projects are increasing the supply in europe. I am not aeaking, politician. The politicians have to give an answer, and they have to understand how and what kind of answer they want to give. Nejra we are getting through a lot of topics today. I really appreciate your dexterity during this interview. I want to ask about diversity because omv is actually a leader in terms of diversity among its peers. You have 40 of the current board being female. Talk to me a little bit about your future diversity plans and the impact it is having on the business. Rainer i think when we talk about diversity, is not only the topic of gender. I think it is internationalism, what is the centerpiece. Omv as anare international company, it should be reflected also in our so inalities within omv, am focused on internationalization and diversity. 40 is a good number, but we should strive at least for equality. Strive for equality. Thank you so much for joining us, rainer seele, ceo of owen vp at pleasure to catch up with you as always. Lets continue with earnings. And airbusto boeing is restructuring its aircraft business ahead of schedule to help cut costs by 300 Million Euros this year. The company saw a 32 drop in sales in the Second Quarter because of a dramatic slowdown in commercial plane production. Joining us now is the ceo. Thank you so much for joining us on the show today. It is great to have you with us. Do you think that this restructuring that you have announced is going to be enough to cope with the aircraft slump as a result of covid . First of all, thank you for having me on your program this morning. Indeed, as you can see in our first semester, we have been looking at the safety of our people and it continues to be our number one priority and we have taken stringent measures to protect our employees. We started the crisis with strong liquidity. Cash areion in reserved. We are in a good place. At the end of the day, cash is king. Especially in this time of crisis. Cash flow to shareholders on 400 million euro. Said, it is the segment hit most in this crisis, and obviously, we were very agile in taking the right measures immediately in restructuring and indeed, restructuring our footprints as well. What sort of communication are you getting from the Aerospace Industry . What are they saying about a return to precovid levels in production rates . Or on the other side, further production cuts in widebody jets widebody jets . Ilham it is going to take time specifically for civil aviation. This is the obvious one on everyones mind. To take time between forand 2023 or 2025, even the most pessimistic. Having said that, until a vaccine is available, we will not see this sector anytime soon. For us, its a bit different because the sector represents only 7 . Composites used in the program which have offset some of the reduction and the defense programs are actually very resilient if not growing. How much are you offsetting the challenges with producing products for the Health Care Industries and other Industries Related to covid . Yeah, we have almost one third of our portfolio which has been extremely resilient, you know, and somewhat offsetting the headwinds for gas and construction segments. The resilience markets include health care, as you mentioned. Personal care and electronics, which really have been resistant during the crisis. Health care has obviously been growing for us. It is a diverse sector. We are crisis, they are being used in tests for covid19, or even, you know, potential vaccine. We have seen our Health Care Business really grow in the first semester. Nejra thank you so much for joining us. Pleasure to have you on the show with us. Another earnings interview now. An oil company has reported ebitda for the Second Quarter of 335 point 1 million. That is 19 lower year on year. Joining us now for a ,onversation is Alex Schneiter president and ceo of an energy company. Thank you for joining. During the crisis, exploration dropped, especially in norway. You are now saying you will be able to resume exploration activities in the second half of the year. When will that start specifically and where . Alex yes, good morning. Resumest said, we will exploration in the Fourth Quarter, and the main focus would be the southern Balance Sheet towards the north, while we have discovery and we followup from the discovery with several trends so we pushed back some more exploration for the covid crisis but we are now back. During the Fourth Quarter it will be very busy again. Talk a little bit more about the outlook for the rest of the year. In terms of the recovery. Alex for us, obviously, its always been very important. You have to be very resilient. That means being very efficient, Strong Capital discipline, and i think we have seen on this quarter again that despite the fact that we average about 25 in oil price and sale, we generated free cash flow, and we also posted record low below 2. 8 ats barrel. So i think, you know, of course, its been very important to be very resilient and efficient and it has proven very profitable to us. Going forward, we continue that strategy. Of course, there are still uncertainties in the world. Covid is still here with us and we still have an impact on the economies and in demand, so it is something we are very focused on. Nejra i want to ask as well about the facts that lawmakers earlier this year agreed on what you could argue as quite a generous oil tax package. It has obviously had some fierce criticism from the industry because of provisions that could increase the tax burden over time, have little effect on the profitability of projects. You report that as much as eight projects might be accelerated due to the tax package. What projects are we talking about and what will happen if the tax package does not go through parliament . Alex the tax package has been approved, so it is in effect. As you said, they had the , itfit, particularly improves liquidity in the shortterm, but even more important, it improves the economics and the rate for return on projects. It was a very smart move from the norwegian government because it helped to start again andvities and employ people generate new projects. I think you have to realize that at the same time, the government has implemented a curtailment in production so oilproducing fields had to reduce their production so i think it is a give and take. Overall, i think it has been a very clever move by the government. Nejra talk to me about the outlook for the oil price. Do you think the market will be able to absorb the extra oil supply from opecplus . Alex we obviously had some dramatic timing in april where we saw this over supply and demand falling to a record low. I think it was the biggest fall since the Second World War in demand. I think it is fair to say that now, opecplus has done a good job and there is discipline. A much morehave balanced market. The future really depends a little bit on how the economies and the world will start again, how covid will evolve. Clearly, it will take time to go back, thinking just about the business which will take years and years to go back to the precovid level. I do think right now, we see a relatively stable market where the oil price is about 40 plus. Balanced supply and demand at this moment. Nejra thank you so much for joining us, Alex Schneiter, president and ceo. Great to catch up with you today. Lets catch up with the earnings news from banks this hour. Deutsche bank Second Quarter fic trading revenue beating your two reporting the biggest gain in almost eight years. The ceo saying the bank is fully on track to meet all targets. The Second Quarter pretax profit number came in at a beat as well. Lossnders secondquarter of 11. 1 billion euros. The estimate was for a profit so that is an unexpected loss, and also, a 12. 6 billion euro impairment, so basically, we are seeing the impact of covid impairment from santander. That is it for bloomberg daybreak europe. The european open is up next. Lots of earnings to react to and we also had numbers from sanofi this our coming through as well and news on a vaccine. We are looking at a lower open, judging by european and u. S. Futures. This is bloomberg. Good morning. Welcome to Bloomberg Markets european open. I am annmarie hordern. Busy show ahead. Matt very busy show indeed. Today, the markets say bring on the numbers. We wait on earnings from barclays, from rio tinto, aston martin, and more. We will bring you a host of top interviews before the start of cash trading less than one hour away. We have jes staley, the ceo of barclays, going to join us in just about five minutes time, and we have got the cfo of a 13 billionr loss, but first, the chief financial officer, james von moltke from Deutsche Bank. The Investment Bank overall, which is up 52 , and the business is up 42 . We have trading businesses which are rates, fx, emerging markets, which as you have seen with our peers, they are up significantly yearoveryear, a little over 75 , and in the rates complex, we have now doubled our performance yearoveryear for three straight quarters, so very pleased with that performance. Of course, part of it is participating in the better Market Opportunities that have existed in this Second Quarter, and we expect a normalization of that. But

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