Episodes

1d ago

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S GDP data and a tech outlook for 2026. In the UK – a look at UK politics and what 2026 may hold in store for Prime Minister Keir Starmer. In Asia – a look ahead to the challenges facing China’s economy in 2026. See omnystudio.com/listener for privacy information.

2d ago

TikTok's long-delayed plan to separate from Chinese parent ByteDance Ltd. was put in motion Thursday when the video sharing sensation said it's being bought by a group of buyers led by Oracle Corp. TikTok Chief Executive Officer Shou Chew told employees that the company and ByteDance signed binding agreements to create a US joint venture majority-owned by American investors, according to an internal memo reviewed by Bloomberg. Chew wrote that he was "pleased to share some great news" and said agreements with Oracle, Silver Lake and MGX have been signed. The deal is expected to close on Jan. 22, 2026, though Chew added that "there's more work to be done" before then. Asian equities rose after cooling US inflation data backed the case for Federal Reserve interest-rate cuts and calming tech jitters supported American stocks. We heard from Amy Xie Patrick, Head of Income Strategies at Pendal Group. She spoke to Bloomberg's Annabelle Droulers and Paul Allen. Plus - A solid outlook from giant Micron Technology Inc. underscored the voracious appetite for all things related to artificial intelligence. The S&P 500 rose nearly 1%, halting a four-day slide. We spoke to Keith Buchanan, Senior Portfolio Manager at Globalt. See omnystudio.com/listener for privacy information.

3d ago

Asian stocks opened lower following US losses as global markets fell into a familiar, risk-off pattern with tech concerns weighing on stocks, and supporting shorter-maturity Treasuries and precious metals. The heavy selling in tech was a sign investors are further questioning whether companies at the vanguard of the AI boom can keep justifying lofty valuations and ambitious spending. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. See omnystudio.com/listener for privacy information.

4d ago

Asian shares tracked Wall Street at the open to post a modest decline after sluggish US jobs data did little to boost bets on further interest-rate cuts from the Federal Reserve. For more on the latest reading on the US Jobs data, we spoke to Christopher Zook, Chairman & CIO of CAZ Investments. Chen Weiliang's chip startup, MetaX Integrated Circuits Shanghai Co., will list in Shanghai with a valuation of $5.9 billion, making Chen close to emerging as a billionaire. For more on the overall AI trade, we heard from Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions. He spoke to Bloomberg's Avril Hong. See omnystudio.com/listener for privacy information.

5d ago

Stocks drifted lower and the dollar hovered near two-month lows as investors stayed cautious ahead of key US economic data that may signal where interest rates are headed. The yen strengthened. For more on what is ahead this week, we heard from Isaac Poole, Chief Investment Officer at Ascalon Capital. Plus - Weakness in information tech shares led the equity market lower. Shares in Broadcom fell more than 5.5%, after Friday's 11% decline. It's all in response to a disappointing outlook issued last week, especially on gross margins. Broadcom has fallen by nearly 18% over the last three trading sessions. We spoke to Greg Halter, Director of Research at the Carnegie Investment Counsel. See omnystudio.com/listener for privacy information.

6d ago

Sixteen people have been killed in Australia’s worst terrorist attack after gunmen opened fire on Jewish people who had gathered to celebrate the first day of Hanukkah at Sydney’s iconic Bondi Beach on Sunday evening. Bloomberg's Paul Allen reports from the scene. Japan’s December large manufacturers Tankan rose to 15 from 14 in the previous quarter, Bank of Japan data showed. Westpac Head of Business and Industry Economics Sian Fenner previews the week ahead for eco data. Investors are looking towards the New Year. Eric Teal, Chief Investment Officer for Comerica Wealth Management discusses the upcoming CPI and University of Michigan Consumer Sentiment data, as well as the monetary picture for 2026. See omnystudio.com/listener for privacy information.

Dec 12

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the November jobs report and quarterly earnings from Nike. In the UK – a look ahead to the Conference of Paris. In Asia – a look ahead to the next monetary policy decision from the Bank of Japan. See omnystudio.com/listener for privacy information.

Dec 12

Asian stocks climbed after gauges of US and global equities hit fresh records, with investor sentiment boosted by the Federal Reserve's rate cut and its upbeat assessment of the US economy. Despite the record high, some caution for tech names persisted, as Broadcom Inc.'s shares slid in late trading after the chipmaker's outlook for artificial intelligence revenue failed to meet investors' lofty expectations. For more on the market action, we spoke to Steven Schoenfeld, CEO of MarketVector Indexes. Plus - Dara Khosrowshahi, CEO at Uber, says he expects to offer robotaxi services in more than 10 markets by the end of next year as the company discusses rules for the autonomous rides with regulators. He speaks with Annabelle Droulers on "Bloomberg: The Asia Trade". See omnystudio.com/listener for privacy information.

Dec 11

The Federal Reserve reduced its key interest rate by a quarter-point for the third time in a row but signaled that it may leave rates unchanged in the coming months. The dollar had its worst day in nearly three months after Federal Reserve Chair Jerome Powell highlighted labor market risks and downplayed inflation concerns. For more on what this means for the emerging markets debt space, we heard from Jeff Grills, head of US cross markets and emerging markets debt at Aegon Asset Management. Plus- Asian equities echoed gains on Wall Street after the Federal Reserve cut interest rates and Chair Jerome Powell voiced optimism that the US economy will strengthen as the inflationary impact from tariffs fades away. For her outlook on the Fed's decision and the overall market outlook, we heard from Christina Woon, Portfolio Manager at Eastspring Investments. She spoke to Bloomberg's David Ingles and Annabelle Droulers. See omnystudio.com/listener for privacy information.

Dec 10

Donald Trump's decision to allow Nvidia Corp. to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far he'll go to steady ties with Xi Jinping. The Republican leader granted America's most-valuable company permission on Tuesday to export its high-end H200 chip to China, watering down years of US national security safeguards. While he pledged Nvidia's top products would remain off bounds, the move gives China access to semiconductors at least a generation ahead of its best technology. For more on the AI story and the overall outlook on the Chinese Economy, we spoke to Chi Lo, Global Market Strategist, BNP Paribas Asset Management. Plus - Wall Street had a sluggish session as investors awaited clues on the Federal Reserve's policy path in its final interest rate policy of the year. Traders are anticipating a third consecutive Fed rate cut Wednesday, while the focus will be on the central bank's latest dot plot, economic projections and comments from Chair Jerome Powell. We spoke to JoAnne Bianco, Senior Investment Strategist at BondBloxx. See omnystudio.com/listener for privacy information.

Dec 9

President Donald Trump granted Nvidia Corp. permission to ship its H200 artificial intelligence chip to China in exchange for a 25% surcharge, a move that lets the world's most valuable company potentially regain billions of dollars in lost business from a key global market. The decision was announced by Trump in a post on his Truth Social network, capping weeks of deliberations with advisers about whether to allow H200 exports to China. Trump said he informed Chinese President Xi Jinping about the move and that Xi had responded favorably. He added that shipments would only go to "approved customers," and that chipmakers such as Intel Corp. and Advanced Micro Devices Inc. would also be eligible. The move represents a victory for Nvidia in its push to get Trump and Congress to relax export controls that have kept the company from selling its AI chips to the world's largest semiconductor arena. Chief Executive Officer Jensen Huang has forged a close relationship with Trump since the November 2024 election and has used those ties to make his case that restrictions only boost Chinese domestic champions like Huawei Technologies Co. For an outlook on the market reaction, we heard from Fabien Yip, Market Analyst at IG International. She spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - Australian Prime Minister Anthony Albanese reminded social media companies that they will be held responsible when a ban on children having accounts takes effect on Wednesday. Under the crackdown, the first of its kind among the world's democracies, platforms including TikTok and Instagram will be required by law to block under-16s from holding accounts or face fines of up to A$49.5 million ($33 million). For more on Australia's social media move, we heard from Terry Flew, Professor of Digital Communication & Culture at the University of Sydney. He spoke to Bloomberg's Shery Ahn and Avril Hong. See omnystudio.com/listener for privacy information.

Dec 8

Investors are looking ahead to the Federal Reserve decision happening later this week. Fed Chair Jerome Powell is expected to push through another quarter-point interest-rate cut this week. That is despite growing unease among fellow policymakers that inflation remains too high. In Asia-Pacific, the Reserve Bank of Australia's rate decision and a raft of Chinese data are the key events in the week ahead. We heard from Mark Matthews, Head of Asia Research at Julius Baer. He spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - in Japan, a slew of economic data was released. In Tokyo, labor cash earnings were released. Stronger wage gains in October bolstered the case for the Bank of Japan to deliver a 25-basis-point rate hike at its Dec. 18–19 meeting. However, Japan's economy shrank in the three months through September, the government confirmed in a revised report, giving further justification for Prime Minister Sanae Takaichi's stimulus package announced last month. For more on what the latest Japan data means for the BoJ, we heard from Bloomberg's Brian Fowler. He spoke to Bloomberg's Shery Ahn and Avril Hong. See omnystudio.com/listener for privacy information.

Dec 5

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to next week’s Fed decision and earnings from Oracle and Adobe. In the UK – a look ahead to the Blackhat cybersecurity conference. In Asia – a look ahead to China consumer and producer price data. See omnystudio.com/listener for privacy information.

Dec 5

French President Emmanuel Macron pushed for more Chinese investment during a meeting with Chinese leader Xi Jinping, as Paris looks to rebalance its economic ties with Beijing and narrow a persistent trade gap. Macron said Europe, including France, needs a clearer framework to attract more Chinese direct investment. He warned that China's growing trade surplus with the rest of the world is becoming unsustainable, while investment flowing into Europe remains too low. We heard from Bloomberg China Correspondent Minmin Low. Asian equities dropped in early trading following a lackluster session on Wall Street that weighed on tech stocks and bonds, with focus turning to the release of key US inflation data later on Friday. We get an outlook from Charu Chanana, Saxo Chief Investment Strategist. She spoke to Bloomberg's Avril Hong and Paul Allen. And in the states, markets struggled to gain traction ahead of the Federal Reserve's meeting next week. We spoke to James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth. See omnystudio.com/listener for privacy information.

Dec 4

Asian stocks advanced at Thursday's open, tracking gains in US peers after more evidence of a slowing job market boosted the case for the Federal Reserve to lower interest rates next week. We speak to Mark Cranfield, Bloomberg MLIV Strategist. In the states, data on Wednesday showed US companies shed payrolls in November by the most since early 2023, reinforcing concerns about a more pronounced labor market weakening. Swaps pricing indicated rising expectations for a December cut Wednesday, with traders assigning more than a 90% chance to a 25-basis-point reduction. Separately, US services activity expanded at a slightly faster pace, while a measure of prices paid dropped to a seven-month low. We speak to Adam Turnquist, Chief Technical Strategist at LPL Financial. See omnystudio.com/listener for privacy information.

Dec 3

Asian stocks traded within tight ranges early Wednesday, mirroring similar moves on Wall Street amid a lack of fresh catalysts, while a rebound in cryptocurrencies lost steam. In South Korea, Today's outperformer is the South Korean equity market. Today, the Bank of Korea reported a revised GDP growth of 1.3% quarter on quarter. It's the fastest pace of growth in nearly four years. We heard from Frederic Neumann, HSBC Chief Asia Economist and Co-Head of Global Research. He spoke to Bloomberg's Paul Allen and Avril Hong on the Asia Trade. In the States - There was a cautious rebound in the US equity market. A portion of today's risk-taking was tied to a rebound in crypto currencies. We spoke to Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management. See omnystudio.com/listener for privacy information.

Dec 2

Asian stocks staged a rebound on Tuesday following a selloff that saw cryptocurrencies lead declines in global risk assets. Japanese government bonds were in focus ahead of an auction of 10-year debt. For more on the outlook on emerging market opportunities in Asia, we spoke to Joy Yang, Head of Product Management and Marketing at MarketVector Indexes. Plus - Almost $1 billion of leveraged crypto positions were liquidated during another sharp drop in prices on Monday that brought fresh momentum to a wide-ranging selloff. For more on what this for the broader market, we spoke to Tim Pagliara, Founder, Chairman, and Chief Investment Officer at CapWealth. See omnystudio.com/listener for privacy information.

Dec 1

Asian stocks swung between gains and losses following modest US gains on Friday, with investors turning focus to a slew of economic data ahead of an expected Federal Reserve interest-rate cut this month. And over the weekend, China's factory activity improved but remained in contraction in November, extending its streak of declines to a record as the country's economic slowdown deepens. The official manufacturing purchasing managers' index was 49.2, remaining below the 50 mark that separates growth and contraction for an eighth month. The median estimate of economists surveyed by Bloomberg was 49.4. For more on the week ahead, we heard from Illiana Jain, Economist at Westpac International. She spoke to Bloomberg's Avril Hong and Shery Ahn on the Asia Trade. Plus - FII Priority Asia Summit is taking place in Tokyo and it brings together key leaders and policy makers from Saudi Arabia and Japan. The summit's focus will be on robotics, AI trade, and global supply chains. And we had the chance to hear from Rishi Kapoor, Vice Chair & CIO Investcorp. He spoke to Bloomberg's Shery Ahn and Avril Hong. See omnystudio.com/listener for privacy information.

Nov 28

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Crowdstrike, Snowflake, and Salesforce. In the UK – a look ahead to the seventh Milken Institute Middle East and Africa Summit. In Asia – a look ahead to whether Asia's Labubu toy has hit its peak. See omnystudio.com/listener for privacy information.

Nov 28

Tokyo's inflation held steady in November, keeping the Bank of Japan on track for an interest rate hike in coming months. Consumer prices excluding fresh food in the capital advanced 2.8% this month from a year earlier, according to the Ministry of Internal Affairs and Communications Friday, as gains in electricity costs accelerated while those for processed food slowed. That was a tad stronger than the median economist forecast of 2.7% and matched the result for the previous month. And - China's real estate sector suffered another blow after China Vanke Co. proposed delaying repayment on a local bond, sending some of its notes plunging to record lows and fueling concerns about Beijing's willingness to support even the largest distressed developers. For more on what is moving the markets in Asia, we spoke to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. See omnystudio.com/listener for privacy information.

Nov 27

Hong Kong's worst residential fire in more than half a century has killed at least 44 people and left hundreds missing, as rescue workers race to extinguish the blaze and Chinese President Xi Jinping urges all-out efforts to reduce casualties. Rescue efforts continued overnight after a fire that began around 3 p.m. Wednesday turned an eight-tower housing block in northern Hong Kong into an inferno, sending thick black smoke billowing into the sky. Officials said the blaze began on a section of the bamboo scaffolding encasing the complex, which is still widely used in the city. Bloomberg's Minmin Low is on site. Investors continue to keep an eye on the increasing probability of a December interest rate cut. What does that mean for Asian Markets? We heard from Hartmut Issel, UBS Wealth Management Head of APAC Equities and Credit. He spoke to Bloomberg's Avril Hong and Shery Ahn on the Asia Trade. Plus - Wall Street extended its rally on Wednesday. Tech stocks led the climb in US equities as rising expectations for interest-rate cuts helped carry traders' newfound optimism into the Thanksgiving break. Also, the latest Fed survey showed little change in US economic activity during recent weeks. The so-called Beige Book also found employment declined slightly -- and prices rose moderately. We spoke to Patrick Kennedy, Founding Partner at All Source Investment Management. See omnystudio.com/listener for privacy information.

Nov 26

Asian stocks extended their gains into a third day, tracking advances on Wall Street as weak US consumer data lifted bets on a Federal Reserve interest-rate cut next month. MSCI's regional stock gauge rose 1.2%. Almost all of the 11 industry groups in the index advanced, with as many as three stocks gaining for every one that fell. That came after US benchmarks posted their third day of gains. Chinese equities opened steady as Alibaba Group Holding Ltd. shares fell as much as 2.8% in Hong Kong trading after its earnings. For more outlook on the markets, we spoke to William Bratton, Head of Cash Equity Research for the Asia Pacific at BNP Paribas. Plus - US consumer confidence slid in November by the most in seven months on growing anxiety about the labor market and the economy. The Conference Board's gauge decreased 6.8 points to 88.7, data out Tuesday showed. The figure was weaker than all estimates in a Bloomberg survey of economists. A gauge of expectations for the next six months declined to the lowest level since April, while a measure of present conditions slumped to a more than one-year low. And in regards to individual stock movers, Alphabet Inc. came off session highs that had driven the search giant closer to a $4 trillion valuation, after The Information reported that Meta Platforms Inc. is in talks to use Google's AI chips. Shares of Nvidia Corp., Advanced Micro Devices Inc. and Oracle Corp. remained lower. We get perspective from Jim Worden, CIO, The Wealth Consulting Group. See omnystudio.com/listener for privacy information.

Nov 25

US President Donald Trump and Chinese President Xi Jinping on Monday held their first talks since agreeing to a tariff truce last month, discussing trade, Taiwan and Russia's invasion of Ukraine. Trump said the telephone call was "very good" and that the leaders spoke about purchases of soybeans and other farm products as well as curbing shipments of illegal fentanyl. The US president said he agreed to visit Beijing in April, and that he had invited Xi for a state visit next year. "Our relationship with China is extremely strong!" Trump posted on social media. "There has been significant progress on both sides in keeping our agreements current and accurate. Now we can set our sights on the big picture." But the US president's readout of the call sidestepped one issue — the self-governing island of Taiwan — that was a central focus for Xi. The Chinese leader told Trump that the return of Taiwan to China is a key part of the post-World War II international order, according to a Chinese Foreign Ministry statement. Xi also said the two countries should keep the positive momentum generated during their meeting last month in South Korea and expand cooperation, the statement said. There is a lot to be said about artificial intelligence. Nvidia reported earnings last week that beat analyst expectations. Also, the White House says President Trump is weighing whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China and will be the one to make a final decision on the matter. For more on the AI trade, we speak to Ritesh Ganeriwal, Syfe's Head of Investment and Advisory. Plus: Investors are boosting bets on the Federal Reserve cutting rates next month. For more, we spoke to Rob Haworth, Senior Investment Strategy Director, U.S. Bank Asset Management Group. See omnystudio.com/listener for privacy information.

Nov 24

US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, according to people familiar with the matter. Helen Zhu, Managing Partner and CIO at NF Trinity, recaps last week in the AI trade, and the current the appetite for risk assets. Plus, markets are looking ahead to more shutdown-delayed data and the Fed's Beige Book survey. Grace Glockner, Director of National Accounts & Investment Team Member at Scharf Investments, discusses the AI trade, the recent consumer sentiment data, and how "Steady Eddie" companies are shaping her outlook for the New Year. See omnystudio.com/listener for privacy information.

Nov 21

Bloomberg Daybreak Weekend with Host Nathan Hager takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Dell, Kohl’s Abercrombie & Finch, and retail ahead of the holiday season. In the UK – a look ahead to the UK's highly anticipated autumn budget. In Asia – a look ahead to China PMI data. See omnystudio.com/listener for privacy information.

Nov 21

Japan's inflation ticked up in October, and the BOJ may be on track for a rate hike. Masa Takeda, Portfolio Manager at the Hennessy Japan Fund, discusses how Prime Minister Sanae Takaichi's economic package could address inflation. Plus, the S&P closed lower with morning gains from Nvidia earnings evaporating. Adam Coons, Chief Investment Officer at Winthrop Capital Management, talks today's trading. See omnystudio.com/listener for privacy information.

Nov 20

Nvidia Corp. delivered a surprisingly strong revenue forecast and pushed back on the idea that the AI industry is in a bubble, easing concerns that had spread across the tech sector. The world's most valuable company expects sales of about $65 billion in the January quarter — roughly $3 billion more than analysts predicted. Nvidia also said that a half-trillion-dollar revenue bonanza due in coming quarters may be even bigger than anticipated. The outlook signals that demand remains robust for Nvidia's artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia had faced growing fears in recent weeks that the runaway spending on such equipment wasn't sustainable. And we heard from CEO Jensen Huang. He spoke to Bloomberg's Ed Ludlow. Plus - Many Federal Reserve officials said it would likely be appropriate to keep interest rates steady for the remainder of 2025, according to minutes of the Federal Open Market Committee's October 28-29 meeting. The record of the meeting, released Wednesday in Washington, also showed "several" policymakers were against lowering the Fed's benchmark rate at that gathering. "Many participants suggested that, under their economic outlooks, it would likely be appropriate to keep the target range unchanged for the rest of the year," the minutes said. Still, "several participants" said another cut "could well be appropriate in December if the economy evolved about as they expected" before the next meeting. For his perspective, we spoke to Clayton Triick, Head of Portfolio Management: Public Strategies, Angel Oak Capital Advisors. See omnystudio.com/listener for privacy information.

Nov 19

Nvidia, the world's most valuable company, is set to deliver a quarterly report Wednesday that could assure Wall Street that the AI computing boom continues apace — or fuel fears that the tech industry is in a bubble. Chief Executive Officer Jensen Huang said late last month that he has orders that will deliver $500 billion of revenue over the next few quarters and that spending on new equipment is increasingly paying off for customers. Still, the bubble fears have contributed to a recent stock selloff, with investors fretting that capital spending on artificial intelligence infrastructure will create a glut. For a preview, we speak to Jed Ellerbroek, Portfolio Manager at Argent Capital Management. Plus - the New Economy Forum in Singapore has begun. Bloomberg had the chance to catch up with top business names. That includes Bob Diamond, Atlas Mechant Capital founding partner and CEO and former Barclays CEO. He spoke to Bloomberg's Shery Ahn and Avril Hong. See omnystudio.com/listener for privacy information.

Nov 18

US equities retreated ahead of Nvidia earnings. Matt Sallee, Executive Vice President, Head of Investments at Tortoise Capital shares what he's expecting across the AI trade. Bitcoin drops sharply from its October high. Kelvin Tay, Regional CIO for UBS Global Wealth Management, discusses what's driving the price action of markets in the Asia Pacifc. Plus, 'Baby Shark' creator Pinkfong's IPO in South Korea. Shares jumped as much as 62% on their trading debut as investors snapped up the studio behind YouTube’s most-viewed jingle. See omnystudio.com/listener for privacy information.

Nov 17

Crucial data will arrive for investors this week. Nvidia will report earnings, with the chipmaker seen as a bellwether for the AI trade. US weekly jobless claims data and September payrolls are set to release on Thursday. Chris Maxey, Managing Director and Chief Market Strategist at Wealthspire Advisors, discusses how these reports will impact the markets. Plus, Japan's 3Q GDP saw its the first decline in six quarters. Trinh Nguyen, Natixis Emerging Markets Asia Economist, provides a cautious outlook for emerging markets in 2026. See omnystudio.com/listener for privacy information.

Nov 15

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Nvidia, Walmart, and Target. In the UK – a look ahead to the European Business Summit. In Asia – a look ahead to Japan’s upcoming GDP report. See omnystudio.com/listener for privacy information.

Nov 14

Asian stocks fell after uncertainty over Federal Reserve interest-rate cuts and stretched valuations in technology shares dragged Wall Street lower. Gauges in Japan, South Korea and Australia all opened weaker, even as an index of the region was poised for its third gain in four weeks. We then take you to the Citi China Conference in Shanghai, where Citi CEO Jane Fraser spoke to Bloomberg's Stephen Engle. They discussed Citi's growing presence in China, the current state of the US economy, and her views on how to deploy AI in the financial sector. In the states, investors are bracing for a flurry of economic data now that the government shut-down is over. Stocks fell, led by a decline in tech stocks was met by concern that the Federal Reserve's plans for a December rate cut maybe in doubt. For a closer look, we spoke to Mike Green, Chief Strategist and Portfolio Manager for Simplify Asset Management. See omnystudio.com/listener for privacy information.

Nov 13

Global shares held a three-day gain that took them to within touching distance of a record high as the US House passed a bill to end the longest-ever government shutdown. Asian shares and the MSCI All Country World Index fluctuated between small gains and losses as investors stayed cautious with limited economic data clouding the outlook for Federal Reserve policy. Yifan Hu, Chief Investment Officer and Head of APAC Macroeconomics at UBS Wealth Management spoke to Bloomberg's Annabelle Droulers and Yvonne Man and she gave her outlook on the Chinese economy. Plus - The Dow Jones Industrial Average climbed for a fourth straight day in anticipation ahead of the end of the record breaking US government shutdown. For more on the markets, we spoke to Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments. See omnystudio.com/listener for privacy information.

Nov 12

China's Singles Day shopping festival is off to a record start. E-commerce giant JD.com says orders jumped nearly 60%, with shoppers up 40% from last year — defying concerns that deflation is weighing on consumer demand. In the U.S., there's growing optimism the government shutdown will end soon. UBS Managing Director and Financial Advisor Xi Qiao tells Bloomberg's Shery Ahn and Avril Hong what that could mean for Asia. Plus, the Dow Jones closed at a record high as investors piled into stocks beyond the AI giants. Merck was among the day's top gainers. We get perspective from Dean Smith, Chief Strategist and Marketing Officer at FolioBeyond. See omnystudio.com/listener for privacy information.

Nov 11

Asian stocks advanced for a second consecutive day as progress toward ending the record-long US government shutdown lifted sentiment, sparking a cross-asset rally from commodities to cryptocurrencies. President Donald Trump said he "at some point" would reduce the tariff rate on Indian goods, saying the US was getting "pretty close" to a trade deal with New Delhi."Right now they don't love me, but they'll love us again," Trump said. "We're getting a fair deal." Trump later predicted the nations were "pretty close to doing a deal that's good for everybody." The comments were the latest signal of a possible thaw in the trade dispute that has soured the relationship between the US and India. We heard from Kurt Campbell, Chairman and Co-Founder of The Asia Group. He spoke to Bloomberg's Paul Allen at the UBS Australasia Summit. In the states - Wall Street traders piled into riskier corners of the market, with stocks climbing alongside Bitcoin as the US Senate advanced a plan to end the longest-ever government shutdown, which would remove a significant economic headwind. Bonds lost steam. The risk-on bid lifted the S&P 500 by 1.5%. Technology megacaps, which had been hit the hardest in recent sessions, saw their biggest advance since May. We spoke to Chuck Cumello, President & Chief Executive Officer of Essex Financial. See omnystudio.com/listener for privacy information.

Nov 10

The record-breaking US government shutdown is nearing an end after a group of moderate Senate Democrats agreed to support a deal to reopen the government and fund some departments and agencies for the next year, people familiar with the talks said. Under the agreement, Congress would pass full-year funding for the departments of Agriculture, Veterans Affairs and Congress itself, while funding other agencies through Jan. 30. The bill would provide pay for furloughed government workers, resume withheld federal payments to states and localities and recall agency employees who were laid off during the shutdown. US stock-index futures jumped in early Asian trading. For more on the early market action in Asia, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Plus - the US Government shutdown has delayed the release of two monthly jobs reports and may also impact the release of a key inflation snapshot, creating a data fog for the Federal Reserve. The absence of official reports on inflation and the job market will prolong the debate about whether another rate cut is needed at the Fed's December meeting, with some economists predicting that October's figures would have supported a rate cut. Fed officials will have to rely on retroactive surveys and private-sector reports to inform their decisions, with several appearances by Fed officials in the coming week, including John Williams, Raphael Bostic, Stephen Miran, and Alberto Musalem, being closely watched by investors. We speak to Chris Carey, Portfolio Manager, Carnegie Investment Counsel. See omnystudio.com/listener for privacy information.

Nov 7

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Walt Disney and Paramount-Skydance. In the UK – a look ahead to Portugal’s Web Summit. In Asia – a look ahead to China Singles’ day. See omnystudio.com/listener for privacy information.

Nov 7

Asian equities fell after Wall Street shares declined, weighed down by concerns over stretched artificial intelligence valuations and signs of a cooling labor market. The MSCI Asia Pacific Index slipped 0.6%, led by declines in Japan, putting the gauge on track for its first drop in three weeks. US equity benchmarks dropped for the second time in three sessions with AI-related stocks such as Nvidia Corp. tumbling, while a closely watched volatility gauge spiked. We heard from Pruksa Iamthongthong, Aberdeen Investments Head of Equities Asia Pacific. She spoke to Bloomberg's Yvonne Man and David Ingles. Plus - Tesla Inc. shareholders approved a $1 trillion compensation package for Chief Executive Officer Elon Musk, the largest payout ever awarded to a corporate leader. The pay agreement clears a path for Musk, the world's richest person, to become the first-ever trillionaire and expand his stake in Tesla to 25% or more over the next decade. To achieve the full payout, he'll have to deliver on targets to significantly expand Tesla's market value, revive its flagging car business and get the fledgling robotaxi and Optimus robotics efforts off the ground. And in the US, volatility lashed Wall Street, with strong evidence of a cooling labor market pushing high-valuation tech stocks and crypto to big losses while bonds rallied on bets the Federal Reserve will cut rates. We spoke to Clark Geranen, Chief Investment Officer, CalBay Investments. See omnystudio.com/listener for privacy information.

Nov 6

Asian stocks rose at the open, following Wall Street's lead, where buyers stepped in after a brief retreat in technology shares and signs of a resilient US labor market boosted investor sentiment. Also in the states, the US Supreme Court appeared skeptical of President Donald Trump's sweeping global tariffs, as key justices suggested he had overstepped his authority with his signature economic policy. We speak to Mark Cranfield, Bloomberg MLIV Strategist. Plus - While Wall Street didn't see a buying stampede, equities were able to bounce following a slide that underscored worries over how stretched the market has become and how sensitive it is to unfavorable news. Chipmakers, which bore the brunt of the recent selling, jumped on Wednesday. For more on the markets, we speak to Robert Schein, Chief Investment Officer, Blanke Schein Wealth Management. See omnystudio.com/listener for privacy information.

Nov 5

In the US, risky assets slid, with tech stocks and cryptocurrencies bearing the brunt of the selling, after long-simmering concerns about lofty valuations were fanned anew by a chorus of Wall Street executives who warned investors to brace for a pullback. In South Korea, the equity benchmark slumped as valuation concerns hammered recent winners such as chip stocks, defense and shipbuilders. For more on the latest market action, we heard from Anna Wu, VanEck Cross-Asset Investment Specialist. She spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - we go to Singapore, where we speak to Sandeep Malhotra, Mastercard Executive Vice President for Core Payments in Asia Pacific. He talks about how technology, partnerships, and regulation are redefining how money moves across the region. From real-time payments to cross-border interoperability and the role of AI in fraud prevention, Malhotra shares how Mastercard is modernizing its core network while supporting financial inclusion. We also explore how consumer behavior and digital infrastructure in Asia are influencing global payment trends. See omnystudio.com/listener for privacy information.

Nov 4

Goldman Sachs Chairman and CEO David Solomon discusses US-China Trade Relations and M&A Activity. Solomon spoke to Bloomberg's Yvonne Man and David Ingles on the sidelines of the Hong Kong Monetary Authority's Global Financial Leaders' Investment Summit. Plus - The start of what's known as the best month of the year for stocks saw tech rallying as Amazon.com Inc.'s $38 billion deal with OpenAI added fuel to the artificial-intelligence trade. We speak to Brad Bernstein, Managing Director at UBS Private Wealth Management. See omnystudio.com/listener for privacy information.

Nov 3

China will effectively suspend implementation of additional export controls on rare earth metals and terminate investigations targeting US companies in the semiconductor supply chain, the White House announced. The White House issued a fact sheet on Saturday outlining some details of the trade pact agreed to earlier this week by President Donald Trump and Chinese leader Xi Jinping that aimed to ease tensions between the world's largest economies. Also, there were some PMI releases across Asia. That would include South Korea and Taiwan. For more on the US-China trade fallout and the latest eco data, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Plus - More than half of S&P 500 companies have reported quarterly results and Uber Technologies and McDonald's earnings will likely underscore deteriorating consumer sentiment in the US. Meantime, last week Big Tech was in the spotlight for 5 key players. For more on what to look out for in the week ahead, we speak to Carol Schleif, Chief Investment Officer at BMO Private Wealth. See omnystudio.com/listener for privacy information.

Oct 31

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week In the US – a look at how earnings are impacting global markets In the UK – we preview the Bank of England rate decision In Asia – looking ahead to the RBA Decision and Chinese economic data See omnystudio.com/listener for privacy information.

Oct 31

US President Donald Trump emerged from his meeting with Chinese leader Xi Jinping beaming, labeling the conversation "truly great. "But the one-year truce struck on Thursday in South Korea is likely to only stabilize relations between the world's two largest economies rather than resolve fundamental differences, with both sides buying time to further reduce dependence on each other in strategic areas. And it made clear just how much stronger China has become since Trump's first term in office. Trump's move to cut the fentanyl tariff and extend the existing truce on reciprocal tariffs will leave many products facing a levy around 47%, low enough for China's massive manufacturing base to remain competitive with regional rivals. Just as significantly, the US agreed to suspend a rule expanding restrictions on blacklisted Chinese firms, showing that Xi's sweeping rare earth curbs could potentially put a cap on new US export controls — something China has sought for years. We heard from Max Baucus, former US Ambassador to China. He spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - in the US, after the bell, Amazon reported third quarter results that beat analyst estimates driven by its cloud business growth. Apple meantime, reported revenue in Greater China fell well short of analysts' estimates in the latest quarter. We speak to Ross Mayfield, Investment Strategist for Baird Private Wealth Management. See omnystudio.com/listener for privacy information.

Oct 30

In the late hours in the US, Alphabet Inc. reported solid sales. Meta Platforms Inc. sees total expenses to significantly rise in 2026. Microsoft Corp.'s expansion in its Azure unit failed to inspire traders. For more on the latest earnings, we turn to Daniel Newman, CEO of the Futurum Group. Plus - Federal Reserve Chair Jerome Powell's blunt warning that investors need to rein in expectations for a December interest-rate cut underscored a growing tug-of-war among US policymakers who are opposed in their outlooks for jobs and inflation. While Powell made it clear that the primary concern for some is a cooling job market, others inside the Fed are warning persistent inflation will limit room for more easing. And a freeze on the release of official economic data during the ongoing government shutdown is only hardening the divide.Powell's comments came after the Federal Open Market Committee voted 10-2 to lower the target range for the federal funds rate by a quarter percentage point, to 3.75%-4%. It was the second straight rate cut, but for the first time in six years, there were dissents in both directions — with one official advocating a larger reduction and another preferring to stay on hold. For more, we turn to Sean Clark, Chief Investment Officer at Clark Capital. **Disclaimer, at the time of this recording, US President Donald Trump and Chinese President Xi Jinping have not met yet. They are set to meet later on Thursday in South Korea (local time). See omnystudio.com/listener for privacy information.

Oct 29

Asian markets opened higher, lifted by Wall Street optimism that artificial intelligence will keep powering tech profits — and growing bets the Fed could cut rates. Stocks gained in Japan and South Korea, while Hong Kong remained closed for a holiday. The yen strengthened after Treasury Secretary Scott Bessent urged Japan's new government to give the Bank of Japan more room to fight inflation — a contrast to his message for the Fed at home. For more, we'll hear from Bloomberg MLIV Strategist Mark Cranfield. In the U.S., a rally in big tech pushed stocks to record highs as investors bet AI will keep driving earnings. Five major tech firms report later this week — key tests for whether spending on AI infrastructure keeps paying off. We spoke to Scott Ladner, Chief Investment Officer at Horizon. See omnystudio.com/listener for privacy information.

Oct 28

Wall Street's hopes the US and China are nearing a trade deal lifted riskier assets, with stocks hitting all-time highs amid a rally in crypto. As demand for safety waned, gold fell alongside short-term bonds. The S&P 500 climbed 1.2% as Chinese and US trade negotiators have lined up an array of diplomatic wins for Donald Trump and Xi Jinping to unveil at a summit this week. With further Federal Reserve interest-rate cuts on the way, the profit outlook is looking increasingly brighter. For more perspective, we spoke to George Efstathopoulos, Multi Asset Portfolio Manager at Fidelity International. Plus - Earnings reports this week from five of the so-called "Magnificent Seven" companies will center around artificial-intelligence investment plans as the battle to scale capabilities intensifies. Also, investors look to the Federal Reserve meeting this week for clues on the path of rate cuts. We speak to Ahmed Riesgo, Chief Investment Officer at Insigneo. See omnystudio.com/listener for privacy information.

Oct 27

Top trade negotiators for the US and China said they came to terms on a range of contentious points, setting the table for leaders Donald Trump and Xi Jinping to finalize a deal and ease trade tensions that have rattled global markets. After two days of talks in Malaysia wrapped up Sunday, a Chinese official said the two sides reached a preliminary consensus on topics including export controls, fentanyl and shipping levies. US Treasury Secretary Scott Bessent said Trump’s threat of 100% tariffs on Chinese goods “is effectively off the table” and he expected the Asian nation to make “substantial” soybean purchases as well as offer a deferral on sweeping rare earth controls. Bessent spoke in separate interviews on NBC, CBS and ABC. The US wouldn’t change its export controls directed at China, he added. For more, we heard from Bloomberg’s China Correspondent Minmin Low. The Bank of Japan is widely expected to stand pat at this week’s policy meeting, but chances of a near-term rate hike are rising given the currency’s weakness, which risks pushing up domestic inflation further. For a preview, we heard from Takahide Kiuchi, Nomura Research Institute Executive Economist and Former BOJ Board Member. He spoke to Bloomberg’s Shery Ahn and Avril Hong. South Korean President Lee Jae Myung says Seoul and Washington remain stuck on “all” the major details of a $350 billion investment pledge. His comments come days before an expected meeting with President Donald Trump on the sidelines of the APEC summit in Gyeongju. Lee sat down with Bloomberg’s Shery Ahn. See omnystudio.com/listener for privacy information.

Oct 24

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the next Fed meeting and earnings from U.S tech giants. In the UK – a look ahead to European defense earnings. In Asia – a look at top interviews from the APEC Finance Ministers' Meeting in South Korea. See omnystudio.com/listener for privacy information.

Oct 24

US President Donald Trump is aiming for a quick win in a pivotal Thursday meeting with Chinese counterpart Xi Jinping, even if the outcome falls short of the sweeping deal he's teased on issues at the heart of the rivalry between the world's two largest economies. Ahead of the sit-down, the US president said he wants to extend a pause on higher tariffs on Chinese goods in exchange for Xi resuming American soybean purchases, cracking down on fentanyl and backing off restrictions on rare-earth exports — all while maintaining some trade barriers he sees as essential. China vowed to enhance technological self-reliance and grow the domestic market in the next five years, as it looks to both insulate the economy from foreign pressures and build a sustainable engine for growth. The country will aim to "greatly increase" the capacity for self-reliance and strength in science and technology, according to a communique released Thursday after a four-day conclave of the Communist Party's Central Committee. It will also seek to maintain manufacturing's share in the economy at a "reasonable" level as part of efforts to build a modern industrial system. For more, we heard from Peiqian Liu, Economist at Fidelity International Asia. She spoke to Bloomberg's Annabelle Droulers and Avril Hong on the Asia Trade. Plus - Asian stocks opened higher Friday as a planned meeting between Donald Trump and Xi Jinping eased nerves around trade tensions. The dollar was little changed ahead of US inflation data, with investors expecting the Federal Reserve to announce a rate cut next week despite inflation being above the Fed's goal. For more on the market action, we heard from Mark Cranfield, Bloomberg's MLIV Strategist. He spoke to Bloomberg's Annabelle Droulers and Avril Hong on the Asia Trade. See omnystudio.com/listener for privacy information.

Oct 23

Next week, the Asia-Pacific Economic Cooperation Summit will be underway. President Trump is expected to meet with South Korea President Lee Jae Myung and Chinese President Xi Jinping for separate bilateral talks that may shape trade relations for years to come. In the states, senior South Korean officials visited Washington today to resume trade negotiations to bridge their differences over Seoul's $350 billion investment pledge under a bilateral trade deal struck in July. For more on what's ahead at the APEC Summit, we heard from Kang Kyung-hwa, South Korean Ambassador to the United States. She spoke to Bloomberg's Joe Mathieu and Julie Fine on Balance of Power. And - South Korea and the US are focusing on the structure of a $350 billion investment pledge by Seoul, rather than a currency swap, according to Finance Minister Koo Yun Cheol. Officials in Washington including Treasury Secretary Scott Bessent now see the potential for a shock to Seoul's foreign-exchange market from an "upfront" deployment of funds, Koo told Bloomberg TV in an interview on Wednesday that also touched on weakness in the Korean won stemming from the unfinished deal, car tariffs and AI technology. He spoke exclusively with Bloomberg's Shery Ahn about the progress of talks, on the sidelines of the APEC Finance Ministers' Meeting in Incheon, South Korea. See omnystudio.com/listener for privacy information.

Oct 22

Japan's Sanae Takaichi has become the country's first female prime minister, vowing to strengthen the nation's economy and defense capabilities and enhance relations with the US. Takaichi faces challenges including quelling discontent over the cost of living, dealing with a looming visit by US President Donald Trump, and reviving the fortunes of a ruling party that has lost its dominance. Takaichi has formed a cabinet and plans to deliver results, including implementing a trade deal with the US and alleviating the impact of inflation, and will meet with President Trump at an early date to elevate Japan-US relations. We get perspective from Rintaro Nishimura, Senior Associate in The Asia Group's Japan Practice. He spoke to Bloomberg's Avril Hong and Annabelle Droulers. Plus - Sanae Takaichi has just been confirmed as Japan's first female prime minister. But more important than her gender might be her taste for head-banging — in music and politics. That is according to Bloomberg Opinion Columnist Gearoid Reidy. He spoke about his piece to Bloomberg's Avril Hong and Annabelle Droulers. See omnystudio.com/listener for privacy information.

Oct 21

Japan's ruling Liberal Democratic Party sealed a new coalition deal that sets up Sanae Takaichi to become the country's first female prime minister. LDP President Takaichi and Hirofumi Yoshimura, co-leader of the Japan Innovation Party, also known as Ishin, signed the coalition agreement on Monday evening. Combined, the LDP and Ishin hold 231 seats in the lower house of parliament. While that is two seats shy of a majority, divisions between opposition parties mean Takaichi is almost certain to win a parliamentary vote on Tuesday to decide the prime minister. We get perspective from Sheila Smith, Council on Foreign Relations Senior Fellow for Asia Pacific Studies. She spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - Wall Street traders drove stocks higher amid solid signals from Corporate America and hopes that tensions between the world's two largest economies are cooling. Bond yields edged lower. With the earnings season well underway, about 85% of the companies in the S&P 500 reporting results so far have beaten profit estimates. That's helped fuel a rebound in equities, with the benchmark notching its best two-day gain since June. Sentiment was also buoyed by expectations the trade war will de-escalate as the US and China return to the negotiating table. We heard from Carol Schleif, Chief Market Strategist at BMO Private Wealth. See omnystudio.com/listener for privacy information.

Oct 20

Asian stocks opened higher on Monday following two consecutive weeks of declines as easing trade tensions between the world's largest economies bolstered sentiment. Shares in Japan and South Korea rose, while Australia dipped, after the region's equities fell on Friday amid concerns on US regional banks. Also, one of China's most important meetings begins on Monday. Chinese President Xi Jingping and other ruling Communist Party Elites will gather in Beijing to map out goals for the next five years. For more, we heard from heard from Fabien Yip, IG International Market Analyst. Yip spoke to Bloomberg's Shery Ahn and Annabelle Droulers. Plus - Lawmakers in the Japan Innovation Party (Ishin) are set to meet this afternoon to decide whether to form an alliance with the ruling Liberal Democratic Party that would likely lead to Sanae Takaichi becoming the country's first female prime minister. A gathering of Ishin lawmakers from both houses of parliament that begins at 2 p.m. in Tokyo may be followed by a meeting between Takaichi and Ishin leaders in the evening to confirm the alliance before a vote in parliament tomorrow to elect a prime minister, national broadcaster NHK reported. For more perspective, we heard from Nicholas Smith, CLSA Japan Strategist. He spoke to Bloomberg's Annabelle Droulers and Shery Ahn. See omnystudio.com/listener for privacy information.

Oct 17

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Tesla and Netflix. In the UK – a look ahead to European bank earnings. In Asia – a look ahead to a meeting between President Donald Trump and Australia Prime Minister Anthony Albanese. See omnystudio.com/listener for privacy information.

Oct 17

Japan's Finance Minister Katsunobu Kato voiced serious concern over China's latest export controls on rare earths, stressing the importance of coordinated action from Group of Seven nations. "Japan is deeply concerned about these measures," Kato told reporters in Washington on Wednesday, referring to China's latest trade measures. "I called for G-7 nations to unite and respond," Kato said. Kato spoke following a G-7 meeting held on the sidelines of the International Monetary Fund and World Bank annual meetings. Also in Japan, ruling party leader Sanae Takaichi's chances of becoming prime minister strengthened after progress on policy talks with the Japan Innovation Party, with Monday emerging as a deadline for deciding whether the parties form a new coalition. The Liberal Democratic Party and the Osaka-based JIP, also known as Ishin, confirmed they are on the same page on major policy items. But one major sticking point remains in place: reforms on political funding rules. For more perspective, we speak to Shuntaro Takeuchi, Portfolio Manager at Matthews Asia. Plus - Stocks slid, extending a weeklong stretch of volatility on Wall Street, as bad loans at two regional banks stirred concern about credit quality in the economy and further underscored the fragility of the $28 trillion bull market. Following an earlier advance driven by another solid outlook for artificial-intelligence demand, the S&P 500 turned lower as a pair of regional lenders disclosed problems with loans involving allegations of fraud, adding to concern that more cracks are emerging in borrowers' creditworthiness. We turn to Jeff Palma, Head of Multi Asset at Cohen & Steers. See omnystudio.com/listener for privacy information.

Oct 16

US Treasury Secretary Scott Bessent dangled the possibility of extending a pause of import duties on Chinese goods for longer than three months if China halts its plan for strict new export controls on rare-earth elements. The US and China have agreed to a series of 90-day truces since earlier this year, with the next deadline looming in November. Australian Prime Minister Anthony Albanese is set to have his first sit down in the White House with President Trump next week. The meeting comes as the Trump administration's interest in critical mineral resources has fueled speculation the US government may take stakes in Australian miners as part of a broader strategic relationship. Also key for Albanese is the fate of the Aukus security agreement that the US signed with Australia and the UK in 2021 to counter China's military expansion in the Indo-Pacific region. Central to the deal is a project — expected to cost hundreds of billions of dollars — to help Australia develop a fleet of nuclear-powered submarines. To help us preview the meeting, we speak to Bloomberg's Paul Allen. Plus - Wall Street was lashed with volatility as investors struggled to gauge the scope of trade tensions between the world's two largest economies. Stocks rallied, plunged, then rose anew amid optimism over earnings. As the earnings season got under way, Morgan Stanley and Bank of America Corp. jumped on solid results. We speak to Keith Buchanan, Senior Portfolio Manager at Globalt Investments. See omnystudio.com/listener for privacy information.

Oct 15

US President Donald Trump said he might stop trade in cooking oil with China, injecting fresh tensions into the relationship between the world's two largest economies. Trump on Tuesday cast the potential move as retaliation against Beijing for its refusal to buy American soybeans, which he said "is an Economically Hostile Act" that is purposefully "causing difficulty for our Soybean Farmers." The benchmark S&P 500 turned negative as Trump's comments re-escalated the conflict with China. Just hours earlier, both Trump and US Trade Representative Jamieson Greer expressed confidence that friction would ease through ongoing trade talks. We get perspective from Sandra Swirski, Founder & CEO of Integer. Plus - Earnings season has just kicked off. A gauge of big banks jumped after solid results from financial giants. Also today, Federal Reserve Chair Jerome Powell signaled the US central bank is on track to deliver another quarter-point interest-rate cut later this month, even as a government shutdown significantly reduces its read on the economy. For more, we turn to Rob Williams, Managing Partner and Chief Investment Strategist at Sage Advisory Services. See omnystudio.com/listener for privacy information.

Oct 14

US President Donald Trump and Chinese leader Xi Jinping's latest tit-for-tat showdown has both countries claiming the ball is now in the other's court, with the clock ticking toward another escalation in import tariffs. Meantime, Treasury Secretary Scott Bessent said Monday that he believes the Trump-Xi meeting "will still be on," noting there had been "substantial communication over the weekend." In the meantime, he expected US-China staff-level meetings this week, along with moves by the Trump administration to mobilize US allies to put pressure on Beijing, while also threatening "straight brute force countermeasures" if Beijing doesn't act. For more on how this impacted the markets, we heard from James Aitken, Aitken Advisors Founder & Managing Partner. He spoke to Bloomberg's Paul Allen at the Citi ANZ Investment Conference. Plus - Wall Street traders lifted stocks as the US and China signaled willingness to keep trade negotiations alive, Middle East tensions cooled while the artificial-intelligence rally powered ahead. Following its worst rout in six months, the S&P 500 jumped 1.6% to extend a bull market that's already added $28 trillion to its value. The benchmark saw its best session since May. A key gauge of chipmakers surged nearly 5%. Broadcom Inc. soared about 10% as OpenAI agreed to buy its custom chips and networking equipment in a multiyear agreement. For more, we spoke to Matthew Tuttle, CEO and CIO of Tuttle Capital Management. See omnystudio.com/listener for privacy information.

Oct 13

US equity-index futures jumped in early trading and oil rebounded as President Donald Trump's administration signaled openness Sunday to a deal with China to quell fresh trade tensions while also warning that recent export controls announced by Beijing were a major barrier to talks. Vice President JD Vance called on Beijing to "choose the path of reason" in the latest spiraling trade fight between the world's two leading economies, claiming that Trump has more leverage if the fight drags on. Trump later posted a statement that hinted at a possible off-ramp for Chinese President Xi Jinping while issuing a veiled threat that a full trade war would wound China. For more, we spoke to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Plus - The bull market in US stocks is having its third anniversary on Sunday, but if history is any guide it needs to broaden out soon to keep running. The S&P 500 Index began its current bull run on Oct. 12, 2022, soaring 83% in that time and adding about $28 trillion in market value. While the gain was 88% before Friday's selloff on President Donald Trump's threat of a "massive increase" in tariffs on goods from China, the benchmark's 13% jump over the past 12 months is still twice the average rise in the third year of a bull market, according to CFRA Research. We speak to Frances Stacey, Wealth Manager at Scarlet Oak Financial. See omnystudio.com/listener for privacy information.

Oct 10

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings for U.S banks. In the UK – a look ahead to the annual New Energy Finance summit in London. We also focus on a conversation with Citadel CEO Ken Griffin from Citadel’s securities conference on gold. See omnystudio.com/listener for privacy information.

Oct 9

TSMC is poised to release its Q3 earnings report next week. The company is likely to excel, with both revenue and gross margins expected to defeat consensus supported by strong July-August sales data. TSMC is due to release its September sales data and the figures could offer some insight into wider semiconductor demand. We turn to Debby Wu, Team Leader for North Asia Technology at Bloomberg News. Plus, US stocks closed at a record on Wednesday, thanks to shares benefiting from the artificial-intelligence boom as traders parsed minutes from the Federal Reserve’s September meeting that showed a willingness to lower interest rates further this year. For more, we turn to Chuck Lieberman, Co-Founder & Chief Investment Officer at Advisors Capital Management. See omnystudio.com/listener for privacy information.

Oct 8

Spot gold prices climbed above $4,000 an ounce for the first time, as concerns over the US economy and a government shutdown added fresh momentum to a scorching rally. Bullion climbed as much as 0.4% to $4,001.01 an ounce on Wednesday. It’s a milestone moment for the metal that traded below $2,000 just two years ago, with returns that now well outstrip those for equities this century. Gold has jumped more than 50% this year in the face of uncertainties over global trade, the Federal Reserve’s independence and fiscal stability in the US. At the same time, geopolitical tensions have boosted demand for haven assets, while central banks have continued to buy gold at an elevated pace. For more, we spoke to by Bill Adams, Chief Economist at Comerica Bank. Plus, Bank of Japan Governor Kazuo Ueda will likely face a tougher political environment in the second half of his five-year term starting Thursday after the ruling party leadership victory of Sanae Takaichi, a critic of interest rate increases. Ueda already faces a dilemma. The central bank appeared to be laying the groundwork for its first interest rate hike since January later this month. Now, following Takaichi's win, if Ueda goes ahead with an increase he risks antagonizing a premier who might then seek more sway over the BOJ's decisions going forward. For more, we spoke to Bloomberg's Paul Jackson. See omnystudio.com/listener for privacy information.

Oct 7

A rally in chipmakers sent stocks to all-time highs as Advanced Micro Devices Inc.'s deal with OpenAI added fuel to the artificial-intelligence frenzy that has powered Wall Street. Bonds fell. The dollar rose. OpenAI will deploy 6 gigawatts' worth of AMD graphics processing units over multiple years, according to the pact, which is just over half the size of an agreement the AI startup recently reached with Nvidia. It also sets the stage for OpenAI to acquire a large stake in the chipmaker. The deal represents a high-stakes test for AMD — one that could deliver tens of billions of dollars in new revenue and burnish its status as a serious contender in AI technology. There are also risks: It further ties AMD's prosperity to an AI market that some worry is in a bubble. For more on the markets, we turn to Ed Butowsky, managing partner of Chapwood Investments. We turn to Japan, where they are set to have its first ever woman leader in Sanae Takaichi. Takaichi wants to become the country's version of her Idol, Margaret Tatcher. However, Bloomberg Opinion Columnist Gearoid Reidy writes that some might fear that she might be another Liz Truss. He joins us to explain. See omnystudio.com/listener for privacy information.

Oct 6

Japanese stocks rallied and the yen weakened after a ruling-party vote positioned pro-stimulus lawmaker Sanae Takaichi to become Japan's next leader. Takaichi is set to become Japan's first female prime minister after winning the Liberal Democratic Party leadership contest Saturday. Investors had expected the seat to go to political scion Shinjiro Koizumi, who was seen as taking a more fiscally cautious view and leaving the Bank of Japan to press ahead with normalization. While Takaichi's appointment has lifted growth expectations, it has also raised concern over increasing bond supply while reducing chances of a BOJ rate hike this month. Elsewhere, gold advanced above $3,900 an ounce to yet another record, extending a rally that's been a feature of commodity markets all year. Bitcoin also set another all-time high over the weekend. Oil advanced after OPEC+ agreed Sunday to revive just 137,000 barrels a day of halted supply — a slower pace than earlier this year. Equity-index futures for the US also rose in early Asian trading. For more, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. And for more reaction on Sanae Takaichi's win, we hard from Christopher LaFleur, Chairman at the American Chamber of Commerce in Japan. He spoke to Bloomberg's Shery Ahn and Avril Hong on the Asia Trade. See omnystudio.com/listener for privacy information.

Oct 3

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the impact of lumber and timber tariffs on housing, and President Donald Trump’s Pfizer deal on drugmakers. In the UK – a look ahead to the Nobel Prize decisions. In Asia – a look ahead to the impact of the Golden Week holiday. See omnystudio.com/listener for privacy information.

Oct 3

In the US, stocks just notched record highs thanks to the tech rally. That is despite an ongoing government shutdown. Meantime, emerging markets are facing challenges from political risks in South America to Asia's slowdown under tariffs. For more insights, we turn to Jeff Grills – Head of EM Debt at Aegon Asset Management. We go to Japan, where the country will get its second prime minister in just over a year when the ruling Liberal Democratic Party holds a leadership election this weekend. The new leader will replace outgoing Prime Minister Shigeru Ishiba, who was forced to resign after a historic upper house election loss in July. For more, we heard from David Boling, Eurasia Group Director for Japan and Asian Trade. Boling spoke to Bloomberg's Shery Ahn and Avril Hong on the Asia Trade. See omnystudio.com/listener for privacy information.

Oct 2

US stocks ended Wednesday's session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Treasuries rallied after private payrolls data reinforced bets that the Federal Reserve will lower interest rates later this month. Both the S&P 500 and the Nasdaq 100 rose for a fourth consecutive session. We spoke to John Pantekidis, Managing Partner at TwinFocus. Plus - Asian equities gained at the open after global stocks rallied to a new all-time high, shrugging off the first US government shutdown in nearly seven years. Stocks in Japan, South Korea and Australia all rose with gains in chips and technology stocks the most notable. We spoke to Ritesh Ganeriwal, Head of Investment & Advisory at Syfe. See omnystudio.com/listener for privacy information.

Oct 1

The US government hurtled toward a Wednesday shutdown as Democrats blocked a Republican stopgap funding package that didn't address their demands, the latest sign that neither party was likely to fold in the final hours before a federal funding deadline. With no more votes planned in the Senate before a midnight deadline, the White House's Office of Management and Budget instructed government agencies to "execute their plans for an orderly shutdown." Despite the risk of a shutdown, US equities notched a second straight quarter of gains. We spoke to is Viraj Patel, Executive VP & Head of Asset Allocation at Fiduciary Trust International. Plus - China's Golden Week starts, with all eyes on consumption over the holiday. Millions are set to travel, shop, and dine during that time period. Their spending data will offer clues on whether deflationary pressures are easing and if policy support is translating into real economic activity. To encourage consumption, city governments are issuing coupons largely targeting autos, dining and tourism, while the central government released service-industry stimulus measures, including extended museum hours and more sports events. For more, we spoke to Catherine Lim, Senior Analyst: Consumer and Technology for Bloomberg Intelligence. See omnystudio.com/listener for privacy information.

Sep 30

Stocks posted modest gains on Monday as concerns mounted about a looming US government shutdown possibly delaying the release of key labor-market data that could provide clues about how fast the Federal Reserve will cut interest rates. Vice President JD Vance said he believes the US government is on track to shut down, seeking to pin the blame on Democrats one day before federal funding is set to lapse. "I think we're headed into a shutdown because the Democrats won't do the right thing," Vance said Monday following a meeting with congressional leaders at the White House. "I hope they change their mind, but we're going to see." For more, we turn to Bill Campbell – Global Bond Portfolio Manager at DoubleLine. And President Donald Trump's new plan to end the Gaza war is, in essence, an ultimatum to Hamas to release hostages, give up arms and surrender — or face the full force of the Israeli military with the US's explicit blessing. Trump said Israel would have his "full backing to finish the job" if Hamas rejects the offer, and Israeli troops and tanks are now in the heart of Gaza City, from which 800,000 Palestinians have fled. In that sense, the offer is familiar — and it is one that Hamas has repeatedly rejected over the course of the war. We heard from Kirstin Fontenrose, President of President of Red Six International. She spoke to Bloomberg's Avril Hong and Shery Ahn on the Asia Trade. See omnystudio.com/listener for privacy information.

Sep 29

In the US, top congressional leaders plan to meet with President Donald Trump on Monday, a day before federal funding would expire if an agreement on a short-term spending bill can't be reached. A shutdown would threaten the release of key data including Friday's payrolls report, key to assessing whether the Federal Reserve will continue cutting interest rates next month. We heard from James Abate, Managing Director, Head of Fundamental Strategies at Horizon Investments. And - Asian stocks moved in a tight range at the open. Over the weekend, Chinese Industrial profits in August climbed 20.4% from a year earlier, the first increase in four months, according to data released Saturday by the National Bureau of Statistics. Factory deflation eased for the first time in six months. For more, we heard from Sian Fenner, Westpac Head of Business and Industry Economics. She spoke to Bloomberg's Avril Hong. See omnystudio.com/listener for privacy information.

Sep 26

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the U.S jobs report and the Electric vehicle sector. In the UK – a look ahead to the Bloomberg Women, Money, Power conference in London. In Asia – a look ahead to the China PMI data. See omnystudio.com/listener for privacy information.

Sep 26

Stocks fell as valuation worries overshadowed data showing the economy is holding up. The figures didn't have much of an impact on Federal Reserve bets, but short-dated yields climbed. Bitcoin sank. Following a series of all-time highs, the S&P 500 dropped for a third straight session, the longest slide in a month. That's despite data showing US gross domestic product grew at the fastest pace in nearly two years. For more, we spoke to Brian Krawez, He's President and Chair of the Investment Committee at Scharf Investments. President Donald Trump advanced plans for American investors to buy TikTok's US operations from its Chinese owner ByteDance Ltd., with officials setting a potential value of $14 billion and outlining measures to ensure security of the new venture. In an executive order signed Thursday at the White House, Trump declared that the deal complies with a 2024 law requiring ByteDance to divest control or face a prohibition in the US of the popular video-sharing platform. Trump also reiterated that he had won approval from his Chinese counterpart, Xi Jinping, for the deal. We got reaction from Bloomberg's Annabelle Droulers. And at the same time, President Donald Trump announced a fresh round of tariffs, including a 100% duty on branded or patented pharmaceuticals starting October 1, unless a company is building a manufacturing plant in America. Trump posted on social media that there would be no levies on pharmaceutical imports if companies have broken ground on a US manufacturing plant, or if such a plant is under construction. We heard from Deborah Elms, Heinrich Foundation Head of Trade Policy. She spoke to Bloomberg's Shery Ahn and Avril Hong on the Asia Trade. See omnystudio.com/listener for privacy information.

Sep 25

Wall Street's torrid surge from April's meltdown is showing signs of exhaustion as stock traders await fresh catalysts amid risks stemming from a labor-market slowdown to sticky inflation. While the S&P 500 has defied September's gloomy reputation as the worst month for equity returns, the gauge failed to gain traction on Wednesday. The market ebullience saw the index notching almost 30 records in 2025, eclipsing the average year-end analyst forecast and spurring calls for consolidation. For more, we turn to Rebecca Walser, President at Walser Wealth Management. And, South Korea says investment projects in the US will remain in limbo until visa issues are resolved, in the wake of the Trump administration's immigration raid at a Hyundai-LG Energy battery plant in Georgia. South Korean Prime Minister Kim Min-seok sat down with Bloomberg's Shery Ahn in Seoul for an exclusive interview on the state of Korea-US relations, dealing with China & Japan, and the prospects of a Trump-Kim Jong Un meeting at next month's APEC summit in Gyeongju. See omnystudio.com/listener for privacy information.

Sep 24

A record-breaking rally in US equities came to a halt on Tuesday as interest-rate sensitive technology stocks extended an early decline after Federal Reserve Chair Jerome Powell gave no signs he would support a cut at the central bank’s October meeting. Micron Technology, the largest US maker of computer memory chips, gave an upbeat forecast for the current quarter after the market closed, which could offer fresh support to tech stocks when traders return. For more, we spoke to Rob Haworth, Senior Investment Strategy Director, U.S. Bank Asset Management Group. In Asia, stocks retreated after a drop in big tech halted the S&P 500’s three-day rally, while mixed signals from Federal Reserve policymakers clouded the path for interest-rate cuts. We heard from John Authers, Senior Editor for Markets and Bloomberg Opinion columnist. He speaks with Bloomberg’s Avril Hong on the Asia Trade. See omnystudio.com/listener for privacy information.

Sep 23

Wall Street traders defied calls for a breather after a $15 trillion stock rally from April lows, with Nvidia Corp. boosting optimism on artificial intelligence after pledging to invest as much as $100 billion in OpenAI. Tech led gains in the S&P 500, with the US equity benchmark hitting its 28th record this year. The world's largest chipmaker rallied about 4%. Its investment is intended to help OpenAI build data centers with a capacity of 10 gigawatts of power using Nvidia's advanced AI chips to train and deploy OpenAI's models. For a closer look at the market landscape, we hear from Michael Green, Chief Strategist at Simplify Asset Management. Meanwhile, Asian stocks posted a modest gain at the open. Gauges in Australia and South Korea rose while equity-index futures for Hong Kong — facing its most damaging typhoon since 2018 — were flat. For more on markets, we get the views of Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Sep 22

Wall Street closed out the highly anticipated Federal Reserve week with stocks notching fresh all-time highs as prospects for more rate cuts bolstered the outlook for corporate earnings. US President Donald Trump said Friday that he would meet Chinese President Xi Jinping on the sidelines of the upcoming Asia-Pacific Economic Cooperation summit and hailed progress toward finalizing a deal over TikTok, after a highly anticipated call on Friday. The in-person meeting would be the first between the leaders of the world's two largest economies since the US president returned to office, and settles an extended back-and-forth between Washington and Beijing around the venue and timing. The APEC summit is slated to be held in South Korea next month. We get perspective from Patrick Kennedy, Managing Partner at AllSource Investment Management. Meantime, Asian shares edged higher at the open, led by Japan, after the central bank eased concerns over plans to offload its massive exchange-traded fund holdings. The Nikkei-225 Index jumped 1.3% as trading kicked off in a new week, bouncing back after the Bank of Japan's comments on ETF sales spooked the markets Friday. Shares in Australia and South Korea also rose at the open. We get more on the markets from Alicia Garcia Herrero, Chief APAC Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Sep 19

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – how The K-Shaped Recession Hasn’t Hurt US Equities...Yet In the UK – Are Private Markets Entering Their Golden Age In Asia – a look at Stephen Miran's Impact on EM and the Dollar See omnystudio.com/listener for privacy information.

Sep 19

Wall Street's bets that Federal Reserve rate cuts will keep powering Corporate America drove stocks to all-time highs, with traders piling into the riskier corners of the market. The S&P 500, Nasdaq 100, Dow Jones Industrial Average and Russell 2000 small-cap index all closed at fresh highs on Thursday, for the first time since November 2021. An MSCI index of global stocks also closed at a record. We look at the market landscape with Shams Afzal, Managing Director at the Carnegie Investment Counsel. Plus - Fed Chair Jerome Powell managed against the odds to forge a near-unanimous consensus at this week's policy meeting, with new Governor Stephen Miran the only one to vote against the quarter-percentage-point interest-rate cut. Miran, a close ally of President Donald Trump who was just sworn into a temporary Fed position on Tuesday, dissented in favor of a larger reduction — something the president has been demanding for months. In her latest column, Bloomberg Opinion's Shuli Ren writes that one thing is clear following Miran's appointment: the dollar will get a lot weaker. She joins us to explain. See omnystudio.com/listener for privacy information.

Sep 18

US equity-index futures gained, suggesting investors are regaining confidence after the Federal Reserve's decision to lower borrowing costs, even as questions linger over the path of future policy moves. Contracts for the S&P 500 and the Nasdaq 100 advanced around 0.4% in early trading Thursday, after the underlying benchmarks posted minor declines following the central bank's announcement. Stocks climbed to record highs this week as investors priced in a 25-basis-point cut ahead of Wednesday's meeting. While the Fed followed through, officials stressed policy will be decided "meeting by meeting" and warned "there's no risk-free path" ahead. Even so, policymakers now see two additional quarter-point cuts this year, which is one more than what was projected in June. We get reaction from George Schultze, Founder and CEO at Schultze Asset Management. Meanwhile, Chinese focused ETFs rose overnight to provide a modest tailwind for Asian peers, despite US stocks and bonds slipping after the FOMC decision. For more on what's driving markets in the Asia-Pacific, we get the views of Stephanie Leung, Chief Investment Officer at StashAway. See omnystudio.com/listener for privacy information.

Sep 17

A solid reading on US retail sales Tuesday did little to sway markets, with attention firmly on the Federal Reserve meeting. Investors are looking for clues on the path of interest rates that will shape the outlook in the months ahead, with some bond traders stepping up options wagers that the central bank will deliver at least one half-point cut. We preview Wednesday's Fed decision with Bob Doll, President and CIO at Crossmark Global Investments. Meantime, Asian stocks posted a modest drop at the open following a tepid Wall Street session, as investors held back ahead of Wednesday's rate announcement. Shares in Japan and South Korea retreated while the MSCI Asia Pacific Index edged 0.2% lower after nine consecutive days of gains. The S&P 500 slipped 0.1% Tuesday and the Nasdaq 100 ended a nine-day winning streak. Equity-index futures for the US posted a small gain. We get insights from Sean Darby, Managing Director at Mizuho Securities Asia. He speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade. See omnystudio.com/listener for privacy information.

Sep 16

Asian stocks posted modest gains at the open after Wall Street hit fresh highs ahead of an expected Federal Reserve interest-rate cut this week. Shares in Japan, Australia and South Korea opened higher, with the MSCI Asia-Pacific Index hovering near its record high. Bets on Fed easing sent the S&P 500 above 6,600 on Monday, while the Nasdaq 100 posted its longest advance since 2023. Meantime, Donald Trump's economic adviser Stephen Miran is on his way to joining the Federal Reserve board after the Senate confirmed him to the post in a vote Monday evening. The Senate voted largely along party lines to approve Miran's nomination, setting him up to walk into the Fed's Washington offices Tuesday morning in time for this week's FOMC meeting. We get the views of Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex. Plus - President Trump said he would speak with Chinese leader Xi Jinping on Friday as US and Chinese officials reached a framework deal on keeping the TikTok app running in the US. It would be the first direct engagement between Trump and Xi since June. US Treasury Secretary Scott Bessent, who led the talks in Spain, told reporters that a framework to keep ByteDance's TikTok app running in the US had been reached. China's Vice Commerce Minister Li Chenggang also told reporters in Madrid that a framework of "consensus" had been reached on TikTok, while cautioning that Beijing won't sacrifice principles for a deal. We get reaction from Wendy Cutler, Vice President at the Asia Society Policy Institute. She speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade. See omnystudio.com/listener for privacy information.

Sep 15

The dollar was steady in early Asian trading as US-China trade talks entered a second day, with investors focused on this week's Federal Reserve policy decision. The key question for investors this week is whether Fed officials will push back against market bets on a series of interest-rate cuts extending into next year. A quarter-point reduction is seen as a sure thing when the Fed announces its policy decision Wednesday, with a small potential for a half-point move amid signs US job growth is slowing rapidly. We break down the forces driving Fed policy with Adam Coons, Chief Investment Officer at Winthrop Capital Management. The greenback was mixed against major currencies and US equity-index futures were little changed after the benchmark S&P 500 closed flat on Friday. Asian contracts signaled declines at the open, while Japan's markets are closed for a holiday. In addition to the Fed's decision on Wednesday, the Banks of Canada, England, and Japan are also set to announce policy decisions this week. We get more perspective on the week's monetary policy decisions from Louise Loo, Lead Economist at Oxford Economics. She speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade. See omnystudio.com/listener for privacy information.

Sep 12

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the next Fed decision and earnings from FedEx. In the UK – a look ahead to President Trump’s visit to the UK. In Asia – a look ahead to the next monetary policy decision from the Bank of Japan and what’s next after its ruling Liberal Democratic Party Shigeru Ishiba resigned. See omnystudio.com/listener for privacy information.

Sep 12

A relatively tame US inflation reading combined with more signs of jobs cooling spurred a rally on Wall Street amid speculation the Federal Reserve will slash interest rates for the first time this year. The highly anticipated consumer price index showed that while inflation is still above the Fed's 2% target, it's not spinning out of control. Alongside that report came the usually noisy jobless-claims figures, which jumped to the highest in almost four years, emboldening bets policymakers will cut rates next week in an effort to counter a rapid slowdown in the labor market. We get the market views of Jim Craige, Co-Chief Investment Officer & Head of Emerging Markets at Stone Harbor Investment Partners. Plus - MSCI's gauge of Asian shares rose for a seventh day and neared a fresh record, after the S&P 500 and Nasdaq 100 indexes both climbed to fresh closing highs in New York. A gauge of global stocks also hit a new record. Contracts for US equities were little changed Friday. We get more perspective from Jun Bei Liu, Co-Founder and Lead Portfolio Manager at Ten Cap. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Sep 11

Asian equities were mixed Thursday after a rally on Wall Street drove stocks and bonds higher, as a drop in producer prices supported bets the Federal Reserve will resume cutting interest rates next week. An index of the dollar was little changed while the yen strengthened against the greenback early Thursday. The Wednesday moves in the US reflected fresh optimism that the Fed will cut rates next week after producer prices unexpectedly declined for the first time in four months. The data soothed worries that elevated inflation would create a challenge for policymakers trying prevent a jobs downturn ahead of US inflation figures due later Thursday. We get the views of Eric Fine, Portfolio Manager & Head of Active EM Debt at VanEck. Plus - UBS Group CEO Sergio Ermotti says the impact of global tariffs on the US economy and Federal Reserve monetary policy remains unclear. He made the comments ahead of the annual UBS Disruptive Technology CEO Summit in Hong Kong, which gets underway today. Ermotti speaks exclusively with Bloomberg's David Ingles in Bloomberg's Hong Kong bureau. See omnystudio.com/listener for privacy information.

Sep 10

Key Asian stock gauges fluctuated Wednesday after the S&P 500 hit a record on hopes the Federal Reserve will cut interest rates to curb a jobs downturn. Shares in South Korea rose in early trading, while those in Japan and Australia were mixed. US equity futures contracts edged higher after Big Tech lifted the index on Tuesday, even as most shares fell. After fresh signs of a cooling labor market, investors are bracing for inflation reports in the coming days that will help shape next week's Fed meeting and the path of rate cuts into 2025 — a key test for whether Wall Street can sustain this month's rally. Money markets are almost fully projecting three Fed cuts this year, with US producer and consumer price index data due this week. We take a closer look with Zachary Hill, Head of Portfolio Management at Horizon Investments. Meantime, the yen was little changed early Wednesday after gaining Tuesday, following a report that Bank of Japan officials may raise interest rates again this year, regardless of domestic political instability. The timing of the BOJ report will make JGB traders a bit nervous about today's 5-year auction, which could mean a lower bid-to-cover ratio than last month's 2.96. However, after an initial knee-jerk selloff investors will likely find that secondary yields above 1% already price in a BOJ tightening. For more, we hear from Robert Tipp, Chief Investment Strategist and Head of Global Bonds at PGIM Fixed Income. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Sep 9

Asian stocks climbed for a fourth day on Tuesday as Wall Street's upbeat mood ahead of expected Federal Reserve rate cuts flowed into regional trading. MSCI's Asia-Pacific equities gauge reached its highest level since February 2021 with tech firms like Taiwan Semiconductor and Alibaba Group contributing most to the gains. Shares in Japan, South Korea and Hong Kong rose, while those in Australia declined. The moves followed a surge in bets on rate cuts by the US central bank that pushed stocks near record highs on hopes that easier policy will bolster corporate America. We look at the market landscape with Carol Schleif, Chief Market Strategist at BMO Private Wealth. In Japan, the implications of the nation's latest political turmoil have spilled into markets. The Nikkei 225 advanced to touch a new intraday record high in the morning. The country's government bonds were firmer after having slumped Monday as Prime Minister Shigeru Ishiba's decision to step down underscored expectations for looser fiscal policy. Bloomberg Opinion Columnist Gearoid Reidy joins with insight on the road ahead for Japan's ruling bloc. See omnystudio.com/listener for privacy information.

Sep 8

Japanese Prime Minister Shigeru Ishiba said he'll step down following weeks of calls for his departure in the aftermath of a second national election setback, setting in motion a leadership race that threatens to unnerve investors. Ishiba's resignation brings to an end a tenure marked by humiliating election results that stripped the Liberal Democratic Party's ruling coalition of its majorities in both chambers of parliament and left market participants unsure of Japan's fiscal plans. His departure is likely to fuel uncertainty among investors over the coming weeks until a new leader is chosen. We get reaction from Bloomberg's Sakura Murakami in Tokyo and Amy Catalinac, Associate Professor of Politics at New York University. They speak with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. Meantime, the yen dropped and Japanese stocks advanced after Prime Minister Ishiba announced plans to resign. The currency fell as much as 0.7% against the dollar, wiping out Friday's advance amid an increase in political uncertainty. US equity futures ticked up after the benchmark S&P 500 Index slid on Friday after a weaker-than-expected US jobs report on Friday ratcheted fears of a rapidly cooling labor market. We get the market perspectives of Candace Browning, Head of Global Research at BofA Securities. See omnystudio.com/listener for privacy information.

Sep 5

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to CPI and PPI data and Apple’s September 9th In the UK – on global defence industry gathering in London for the UK's flagship sector event. In Asia – a look ahead to China August CPI and PPI data. - Stuart Paul, US Economist with Bloomberg Economics, to preview CPI and PPI data. - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, to preview Apple’s September 9th event. - Ros Mathieson, Bloomberg Chief Asia Correspondent, on global defence industry gathering in London for the UK's flagship sector event. - Tony Halpin, Russian Government and Economy Team Leader, on global defence industry gathering in London for the UK's flagship sector event. - Mary Nicola, Bloomberg MLIV Strategist in Singapore, discusses China August CPI and PPI data. - Kevin Sneader, APAC ex-Japan President at Goldman Sachs, discusses China’s stock rally. See omnystudio.com/listener for privacy information.

Sep 5

The S&P 500 added 0.8% to a new peak while the Nasdaq 100 rose 0.9% on Thursday. US futures edged higher in early Asian trading ahead of Friday's August jobs report. The Nikkei 225 index rose by more than 1% after President Donald Trump signed an executive order implementing his trade agreement with Japan. We get the latest from Balazs Penz, Bloomberg News Desk Editor in Hong Kong. He speaks with Bloomberg's Avril Hong and Paul Allen on The Asia Trade. The policy-sensitive US two-year yield fell three basis points to the lowest in around a year Thursday. Money markets almost fully priced in a Fed reduction this month and see at least two by year-end. The action reflected the latest readings on hiring and unemployment claims before Friday's jobs data, which is expected to extend the weakest stretch of US job growth since the pandemic. Slowing demand, rising costs and President Donald Trump's unpredictable trade policies have cooled hiring, adding pressure on the Fed to shore up the labor market. We get market perspective from David Chao, Global Market Strategist, Asia Pacific at Invesco. See omnystudio.com/listener for privacy information.

Sep 4

Asian equities climbed with Wall Street after weak US job openings data reinforced bets on a Federal Reserve interest-rate cut. Shares in Japan, Australia and South Korea gained at the open. Equity-index futures for the S&P 500 and the Nasdaq 100 edged higher after both gauges advanced. Australian bonds tracked Wednesday's moves in Treasuries, with yields on the 10-year declining almost five basis points to 4.37%. We get reaction from Audrey Goh, Head of Asset Allocation at Standard Chartered Wealth Management Group. She speaks with Bloomberg's Paul Allen and Avril Hong on The Asia Trade. Plus - Goldman Sachs strategists are raising their 12-month forecast for Asian stocks, citing tariff clarity and expectations for Federal Reserve easing in September. For more, we hear from Timothy Moe, Chief APAC Regional Equity Strategist. He speaks with Bloomberg's Avril Hong from the inaugural Goldman Sachs Asia Leaders Conference in Hong Kong. See omnystudio.com/listener for privacy information.

Sep 3

A major military parade is underway in Beijing, where Chinese President Xi Jinping is joined by Russian President Vladimir Putin and North Korea's Kim Jong Un. The rare gathering of America's top rivals marks 80 years since Japan's WWII defeat and features a showcase of hypersonic missiles, combat drones, and nuclear-capable systems. The event is a centerpiece of Xi's broader push to rally nationalist sentiment and signal China's rising global clout amid tensions with Washington. Bloomberg's Stephen Engle is tracking the parade from Tiananmen Square. He spoke with Bloomberg's Avril Hong and Paul Allen on The Asia Trade. Plus - Goldman Sachs is hosting its first-ever Asia Leaders Conference in Hong Kong. The event is billed as bringing together though leaders and senior executives from the most important companies in the Asia-Pacific. It was there that we heard from Robert Kaplan, Goldman's Vice Chairman and former President of the Dallas Federal Reserve Bank. He weighed in on monetary policy and the search for the next Fed chair in an exclusive conversation with Bloomberg's Avril Hong. See omnystudio.com/listener for privacy information.

Sep 2

Equity-index futures for Japan pointed to a modest gain after chip stocks pushed the Nikkei-225 index lower Monday. Contracts also indicated modest moves for Hong Kong and Australia. US equity-index futures edged lower with cash markets closed Monday for Labor Day. Investors will also be watching Japan's 10-year government bond auction Tuesday, which will be a key test of appetite amid growing expectations of rate hikes by the Bank of Japan and mounting political uncertainty. Stateside, Wall Street's record-breaking stock rally now faces a pivotal test, with jobs numbers, inflation data and the Federal Reserve's rate call all landing within the next three weeks. Tariff tensions and questions over the Fed's independence were also compounding the risks in September, historically the weakest month of the year for US markets. We look at the current market landscape with Michael Hartnett, Chief Investment Strategist at BofA Global Research. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. Plus - Chinese President Xi Jinping secured an agreement from partner countries to set up a new development bank, realizing a longtime ambition in a display of Beijing's growing influence. Members of the Shanghai Cooperation Organization agreed to establish the institution, Chinese Foreign Minister Wang Yi said Monday at the end of the two-day SCO summit that gathered Xi's closest international allies in the Chinese port city of Tianjin. In a joint declaration, member countries including India and Russia expressed opposition to unilateral coercive measures and vowed to facilitate trade within the group. We get reaction from Henry Huiyao Wang, Founder and President of the Center for China and Globalization. See omnystudio.com/listener for privacy information.

Sep 1

Chinese President Xi Jinping and Indian Prime Minister Narendra Modi held their first meeting since Donald Trump returned to power, with the longstanding Asian rivals pledging deeper cooperation as they deal with the economic fallout from the US trade war. Modi announced the resumption of direct flights between the two countries, and said ties in the past year have stabilized after soldiers pulled back from the friction points on the border. The two met at the port city of Tianjin on the sidelines of the Shanghai Cooperation Organisation summit, a security-focused bloc co-founded by China. Bloomberg's Stephen Engle reports from Tianjin. Meantime, Indonesia President Prabowo Subianto moved to quell widespread protests across the country with parliament removing hefty lawmaker allowances that had sparked public outrage, while warning that firm action will be taken against violent demonstrators. For more, we hear from Faris Mokhtar, Bloomberg's Southeast Asia Global Business Reporter. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. Asian investors may tread cautiously on Monday amid uncertainty following a US federal appeals court ruling that President Donald Trump's sweeping trade tariffs were illegal. Contracts for the S&P 500 rose 0.2% and those for the Nasdaq 100 index advanced 0.3% in early Asian trading after a selloff in technology shares Friday trimmed the gains for the month. Contracts indicated losses for Australian and Japanese shares at the open, and gains in Hong Kong. US bond futures nudged lower, with the cash market closed for the Labor Day holiday. We look at the market landscape with Ron Temple, Chief Market Strategist at Lazard. See omnystudio.com/listener for privacy information.

Aug 29

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the August jobs report and earnings from Salesforce In the UK – a look at the future of Europe's banking industry In Asia – a look at how China is stepping up the technology battle with the US See omnystudio.com/listener for privacy information.

Aug 29

The S&P 500 rose 0.3% to a record Thursday after data showed the US economy expanded faster than initially estimated, highlighting the resilience of consumer spending. While that soothed recession jitters, it raised doubts about the upcoming inflation report, which is expected to show core personal consumption expenditures prices rising 2.9% in July, the fastest pace in five months. We look ahead to the July PCE numbers - and what they could mean for Fed policy - with Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners. Meanwhile, shares opened lower in Japan and Australia while South Korea climbed. Oil fell 0.6% after gaining in the previous session on waning prospect of a peace agreement between Russia and Ukraine. The yen held steady against the dollar. We discuss the potential rollover effect of Friday's US inflation data on global markets with Raj Singh, Multi Asset Portfolio Manager at Principal Asset Management. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Aug 28

US equity-index futures and shares of Nvidia retreated after the chipmaker's sales outlook missed lofty expectations, weighing on sentiment around the world's most valuable listed company. Nvidia said Wednesday that sales will be roughly $54 billion in the fiscal third quarter, which runs through October. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The outlook adds to concern that the pace of investment in AI systems is unsustainable. Difficulties in China also have clouded Nvidia's business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn't yet translated into a rebound in revenue. We get reaction from David Waddell, CEO and Chief Investment Strategist at Waddell & Associates. Meantime, Bloomberg Opinion's Shuli Ren says a new China-buys-China narrative is taking shape as Beijing steps up its tech rivalry with the US. In her latest column, she writes that the world's second-largest economy not only wants to build generative AI models, but power them with its own hardware, redrawing a supply chain dominated by Nvidia. Shuli joins Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Aug 27

A gauge of the dollar and longer-dated Treasuries steadied in Asia after they declined Tuesday following President Donald Trump's push to oust Federal Reserve Governor Lisa Cook. The gap between five and 30-year yields is at its steepest since 2021. While political meddling in monetary policy after Trump's move drew much of the market's focus, traders face key risks this week with Nvidia's earnings and Friday's inflation report. Even with tariff and geopolitical headlines flaring, investors remain anchored to a bullish market script: a likely September rate cut, resilient economic growth, and corporate earnings strong enough to keep equity sentiment afloat. We look at the state of play with Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management. Meantime, Asian equities struggled for direction at the open Wednesday as investors await Nvidia's earnings for guidance on where the markets head next after a strong rally since April. Shares edged up in Australia while gauges in Japan and South Korea were flat. We get more on the markets from Kerry Craig, Global Market Strategist at JPMorgan Asset Management. He speaks with Bloomberg's Paul Allen and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Aug 26

The dollar dropped and gold gained after President Donald Trump removed Federal Reserve Governor Lisa Cook, raising concerns about the independence of the central bank. A gauge of the dollar retreated 0.3% as Cook will be removed from the position effective immediately, according to a letter Trump posted on his Truth Social account. The yen appreciated. Treasuries flipped after initially gaining on the news, sending yields on the benchmark 10-year higher by one basis point to 4.28%. Gold rose 0.5%. Asian stocks fell along with equity-index futures for US and Europe as Trump also threatened to place export curbs on chips. We get reaction from Peter McGuire, CEO at Trading.com Australia. Meantime, stocks were already under pressure after initial optimism about the Fed lowering interest rates vanished and US stocks retreated Monday. Stocks rallied on Friday after Federal Reserve Chair Jerome Powell opened the door for a possible interest-rate cut. The sense of euphoria eased as doubts over the pace of those reductions lingered on Wall Street as traders braced for a not-so-friendly price reading later this week. We examine the path ahead for monetary policy and the markets with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth. See omnystudio.com/listener for privacy information.

Aug 25

Asian equities gained at the open, tracking Wall Street's rally, after Federal Reserve Chairman Jerome Powell opened the door to resuming interest rate cuts. Shares in Japan and South Korea advanced with MSCI's gauge for the region gaining 0.2%. Australian stocks hit a fresh record. Treasuries opened lower, giving up some of the gains on Friday after Powell's speech. Traders see an 84% chance of a Fed rate cut next month after Powell signaled at Jackson Hole the central bank may ease before inflation fully returns to target amid a softening jobs market. Still, officials remain split on the outlook, warning of lingering price risks from US trade tariffs ahead of this week's key inflation data. We get reaction from Matt Orton, Head of Advisory Solutions and Market Strategy at Raymond James Investment Management. Plus - Chinese stocks will be in focus with questions mounting over how much further the market can rally with concerns of trade tariffs and a deep-rooted property crisis weighing on the economy. While the market's steady advance may suggest less risk of a sudden correction, some analysts are warning that a bubble is in the making. The Nasdaq Golden Dragon China Index rose 2.7% Friday and futures indicated a stronger open for shares in Hong Kong and mainland China. We examine the week's market outlook with Qian Wang, Chief Asia Pacific Economist at The Vanguard Group. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Aug 22

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to personal spending data and earnings from Nvidia. In the UK – a look at the upcoming Medef Conference. In Asia – a look at the next Bank of Korea decision and the HK IPO market. See omnystudio.com/listener for privacy information.

Aug 22

Asian equities traded within a narrow range after US stocks and bonds fell as traders pared back wagers on imminent Federal Reserve interest-rate cuts. Shares in Japan and Australia declined while South Korea advanced. Treasuries were little changed after falling across the curve in the US session, sending yields higher. The yen steadied after Japan's July core inflation came in at 3.1%, against an estimate for 3%. We look at the global inflation picture with Ian Samson, Multi Asset Portfolio Manager at Fidelity International. Meantime, stronger US economic data and a more hawkish tone from Fed officials have led money markets to price a 70% chance of a September rate cut, down from 90% a week ago. While data showed an increase in jobless claims — adding to signs of a slowing labor market — the solid factory purchasing managers index made traders trim their rate cut bets. A gauge of manufacturing grew at the fastest pace since 2022. Attention now turns to the central bank's annual Jackson Hole symposium, where Chair Jerome Powell is scheduled to speak Friday at 10 a.m. New York time. We hear from Austan Goolsbee, President of the Federal Reserve Bank of Chicago. He speaks with Bloomberg's Michael McKee and Michael Shepard from Jackson Hole, Wyoming. See omnystudio.com/listener for privacy information.

Aug 21

Asian markets looked set for a cautious open Thursday, as US stocks pulled back and bond prices climbed ahead of a key Fed gathering in Jackson Hole. The Nasdaq and S&P 500 slipped, while Treasuries rallied on tempered inflation concerns. Meanwhile, Chinese shares listed in the US bucked the trend with gains. All eyes now turn to Fed Chair Jerome Powell's upcoming remarks for clues on the September rate path. For more on the markets, we check in with Tim Pagliara, Chairman and Chief Investment Officer at CapWealth. Plus - Hong Kong Exchanges and Clearing CEO Bonnie Chan is upbeat that the return of international investors will help sustain momentum amid a boom in listings and trading. Hong Kong's stock market has boomed this year, with its benchmark index surging and share sales posting a strong recovery as Chinese firms flock to raise capital. That in turn has boosted trading volumes, one of the main drivers of earnings for the exchange. We bring you part of Chan's conversation with Bloomberg's Yvonne Man. See omnystudio.com/listener for privacy information.

Aug 20

Asian markets stumbled midweek as a selloff in heavyweight U.S. tech stocks spilled across global equities. Most major indexes in the region dipped, with Taiwan Semiconductor and SoftBank among the hardest hit. The MSCI Asia Pacific index fell 0.5%, and Nasdaq futures slid after their second-worst loss since April's tariff shock. Treasuries held steady, the dollar climbed for a third straight day, and oil edged higher following a volatile prior session. We examine the broader market landscape with Ritesh Ganeriwal, Head of Investment & Advisory at Syfe. Meanwhile, attention is turning to Jackson Hole, where Fed Chair Jerome Powell will speak Friday. Traders are nearly certain a September rate cut is coming, but Powell's tone could shape the longer-term policy outlook. With July CPI showing tame goods inflation but sticky services prices, investors are looking for guidance on how aggressively the Fed may ease into 2026. We look at the prospective path of rate policy with Gene Goldman, Chief Investment Officer at Cetera Financial Group. See omnystudio.com/listener for privacy information.

Aug 19

US President Donald Trump called Vladimir Putin and urged the Russian leader to begin making plans for a summit with Volodymyr Zelenskiy, after meeting the Ukrainian president and European leaders at the White House on Monday. The proposal — which Trump pitched as a one-on-one summit between Ukraine and Russia's leaders that would be followed by a trilateral gathering involving all three — represented the latest turn in the US president's push to broker an end to a conflict that has lasted over three years. We get the latest from Michelle Jamrisko, Bloomberg News White House Editor in Washington. Oil markets were in focus following Trump and Zelenskiy's meeting in Washington, as traders weighed the potential implications for regional stability and energy flows. Crude oil held steady after Monday's gain. Meantime, Asian stocks may struggle for direction at the open after the S&P 500 closed little changed. We get market perspective from Mark Matthews, Head of Asia Research at Julius Baer. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. Plus - a big week is coming up as the Federal Reserve's annual Economic Policy Symposium kicks off Thursday in Jackson Hole, Wyoming. The event in the Grand Teton mountains has been used by Fed chairs as a venue for making crucial policy announcements. Jerome Powell is expected on Friday to unveil the Fed's new policy framework — the strategy it'll use to achieve its inflation and employment goals. He may also drop some hints about the Fed's thinking ahead of its September policy meeting. We look at the potential impact of Powell's remarks later this week with Michele Martin, President at Prosperity, the wealth management arm of EisnerAmper. See omnystudio.com/listener for privacy information.

Aug 18

In Japan, a stronger yen is set to emerge from this week’s gathering of central bankers in Jackson Hole after verbal intervention last week from US Treasury Secretary Scott Bessent gave the currency traction amid what is widely expected to be a dovish period for the US dollar. Governor Ueda has so far balked at preparing markets for another BOJ hike, wary of political blowback at home. But with the US Treasury Secretary now cast as the external foil, there’s still a month to prime investors for a live September meeting. For more, we speak to Bloomberg's Paul Dobson, Executive Editor for Asia Markets. Plus - Investors will be looking to Fed Chair Jerome Powell’s remarks at Jackson Hole for confirmation that US rate cuts are coming sooner rather than later. A September move is nearly fully priced, and looser US financial conditions have been a key driver of gains for risk assets across the globe. The suspense ahead of this week’s gathering will likely keep investors cautious. We heard from Skyler Weinand, Founder and Chief Investment Officer at Regan Capital. See omnystudio.com/listener for privacy information.

Aug 15

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to housing data and retail earnings. In the UK – a look at challenges facing European banking consolidation ahead of an upcoming shareholder vote in Italy. In Asia – a look at Japan CPI, PMI, and trade. See omnystudio.com/listener for privacy information.

Aug 15

Asian shares edged higher at the open, led by Japanese equities after the country's gross domestic product beat estimates. MSCI's gauge of Asian shares rose 0.2% as the Topix Index in Japan gained 0.8%. The country's economy expanded faster than expected last quarter, avoiding a recession. Stateside, bonds held their losses after higher inflation data caused traders to pare Federal Reserve interest-rates cuts, sending two-year Treasury yields higher by six basis points to 3.73%. A gauge of the dollar was little changed after gaining 0.4% in the prior session. Risk sentiment had been buoyed in previous days by expectations of monetary easing in the US, with traders fully pricing in a quarter-point reduction. But with US wholesale inflation accelerating in July by the most in three years, traders trimmed the odds of a September rate cut to about 90% from near certainty. We get reaction from Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott. Plus - traders in Asia will also focus on China's monthly data, which will help gauge the health of the economy as it battles a US trade war and the longest deflation streak since at least the 1990s. Worries of a deepening downturn are mounting, with expectations retail sales growth and industrial production slowed in July from the month prior, according to Bloomberg surveys. We check on the state of consumption in the Asia-Pacific with Matthew Driver, Executive Vice President of Services, APAC at Mastercard. See omnystudio.com/listener for privacy information.

Aug 14

Asian stocks were poised for a mainly positive open Thursday as investors continued to ramp up bets that the Federal Reserve will cut interest rates next month. Meantime, Bloomberg Economics says China's July activity data due Friday will likely show signs growth softened heading into the second half, echoing early indications in business surveys and tracking its full-year outlook. We get more on the state of China's economy from Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity. Plus - stocks have soared to record levels and volatility has slumped to multi-year lows as traders now fully expect a quarter-point move by the Fed after an inflation print earlier this week was seen as benign. External pressure is also coming from President Donald Trump's administration with Treasury Secretary Scott Bessent making his most explicit demand yet for the central bank to execute a cycle of cuts. We discuss what the Fed's path ahead may look like with Ross Mayfield, Investment Strategist at Baird Private Wealth Management. See omnystudio.com/listener for privacy information.

Aug 13

Stocks climbed to a record after an in-line US inflation reading bolstered speculation the Federal Reserve will have room to cut rates in September. US inflation data bolstered expectations that the Fed can move toward rate cuts without reigniting price pressures. While underlying inflation accelerated to the strongest since the start of the year, the modest gain in goods prices eased fears that trade-related costs may feed into broader price pressures. We get reaction from Charles Lieberman, Co-Founder and Chief Investment Officer at Advisors Capital Management. Plus - Bitcoin continues to flirt with an all-time high as demand from institutional investors and corporate treasury buyers lifts the wider market for digital assets. A recent executive order from US President Donald Trump clears the way for digital assets to be added to the mix of investments available in workplace retirement plans - and for ordinary investors dissatisfied with the returns from target-date funds or the traditional 60/40 portfolio to push their savings into riskier assets. We talk all things crypto with Peter Chung, Head of Research at quant trading firm Presto in Hong Kong. See omnystudio.com/listener for privacy information.

Aug 12

US President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world's two largest economies. Trump signed an order extending the truce through November 10th, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies. China said it too would extend its own suspension for a further 90 days. Meanwhile, Nvidia and Advanced Micro Devices have agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in an unusual, legally questionable deal that reflects the Trump administration's willingness to soften export controls in exchange for financial payouts. We discuss the day's developments with Derek Wallbank, Senior US Economy and Government Editor for Bloomberg News. Plus - Wall Street refrained from making big bets ahead of a key inflation report, with stocks losing steam after climbing to the brink of all-time highs. With the earnings season almost done, investors are turning to economic data for clues on whether the Federal Reserve will be able cut rates in September. Data due Tuesday is forecast to show US consumers saw a slight pickup in inflation as retailers gradually raised prices on a variety of items subject to higher import duties. We break down the potential market implications with Joy Yang, Head of Product Management at MarketVector Indexes. See omnystudio.com/listener for privacy information.

Aug 11

Asian stocks were set for a cautious open ahead of key economic data and a looming deadline on the potential extension of US tariffs on Chinese exports. US stock futures were steady while the dollar was in a tight range against major peers in early Asian trading. Traders are looking ahead to critical economic data from the US which could shape interest-rate expectations. One key data point will be the US inflation print, which will provide more insight into the Federal Reserve's rates outlook, with fears the economy is teetering on the edge of stagflation. For more, we speak with Eric Sterner, Chief Investment Officer at Apollon Wealth Management. Plus - Australia's central bank is poised to deliver its third interest-rate cut this year as inflationary pressures ebb, while Governor Michele Bullock is expected to stick with her cautious stance on the monetary policy outlook. Traders and most economists polled by Bloomberg anticipate the Reserve Bank of Australia will lower its cash rate by 25 basis points to 3.6% on Tuesday, bringing its cumulative easing in the current cycle to 75 basis points. For a closer look, we hear from Swati Pandey, Bloomberg Economy and Government Reporter in Sydney. She speaks with Bloomberg's Avril Hong and Paul Allen on The Asia Trade. See omnystudio.com/listener for privacy information.

Aug 8

Bloomberg Daybreak Weekend with Guest Host Amy Morris take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI, PPI, and retail sales data, along with Cisco earnings. In the UK – a look at Europe’s renewable energy sector and Vestas earnings. In Asia – a look at ahead to the next RBA decision, and the impact of chip tariffs. See omnystudio.com/listener for privacy information.

Aug 8

Federal Reserve Governor Christopher Waller is emerging as a top candidate to serve as the central bank's chair among President Trump's advisers as they look for a replacement for Jerome Powell. Earlier Thursday, Trump said he had chosen Council of Economic Advisers Chairman Stephen Miran to serve as a Fed governor. Trump said that Miran, who will need to be confirmed by the Senate, would only serve the remainder of Adriana Kugler's term, which expires in January. The Bloomberg Dollar Spot index declined on the news, with Waller and Miran both having voiced support for lowering interest rates. We got reaction from Ivy Ng, Chief Investment Officer for the Asia-Pacific at DWS. She speaks with Bloomberg's Haidi Stroud-Watts and Paul Allen on The Asia Trade. Plus - trade tensions between the US and India are rising, while President Trump has signaled new sanctions on Russia could land as early as Friday. Treasury Secretary Scott Bessent also added that China levies "could be on the table" over the buying of Russian oil. Meantime, Indian Prime Minister Narendra Modi spoke with Brazil's President Luiz Inacio Lula da Silva on Thursday about strengthening trade ties amid rising US tariffs. For more on the growing impact of Washington's reciprocal tariffs, we hear from Inu Manak, Trade Policy Fellow at the Council on Foreign Relations See omnystudio.com/listener for privacy information.

Aug 7

After months of negotiations, US reciprocal tariffs are set to go into effect at 12:01am Eastern time. On Wednesday, President Donald Trump imposed an additional 25% tariff on Indian goods over its ongoing purchases of Russian energy, escalating a fight with a key Asian partner on the eve of his broad-based duties taking effect. Meantime, Switzerland's president Karin Keller-Sutter left Washington without announcing any success in lowering the 39% tariff on her country - the highest American tariff rate of any developed nation. For more, we heard from William Reinsch, Senior Adviser at the Center for Strategic and International Studies. He speaks with Bloomberg's Haidi Stroud-Watts and Haslinda Amin on The Asia Trade. Plus - President Trump said he would impose a 100% tariff on semiconductor imports, though would exempt companies moving production back to the United States. The announcement came as Apple CEO Tim Cook joined the President at the White House to announce a fresh $100 billion investment plan in US manufacturing. We get reaction from Emily Benson, Head of Strategy at Minerva Technology Futures. See omnystudio.com/listener for privacy information.

Aug 6

US President Donald Trump said Tuesday that tariffs on semiconductor and pharmaceutical imports would be announced "within the next week or so," as the administration prepares to target key economic sectors in its effort to remake global trade. Trump also added that he was "getting very close to a deal" with China to extend the trade truce that saw the two countries agree to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies. For more, we hear from Jill Disis, Bloomberg News Desk Editor in Hong Kong. Plus - the S&P 500 was on the brink of all-time highs on Tuesday, before losing steam. In late hours, Advanced Micro Devices gave a stronger-than-expected sales forecast, but warned that its access to the crucial China market remains uncertain. The pullback highlights investor anxiety over the Fed's next move, with economic data complicating the central bank's balancing act between controlling inflation and sustaining growth. Stocks had rallied in the prior session amid growing bets on potential rate cuts after weak jobs data last week. We get perspective from Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank. He speaks with Bloomberg's Heidi Stroud-Watts and Haslinda Amin on The Asia Trade. See omnystudio.com/listener for privacy information.

Aug 5

Asian stocks rose at the open after a wave of dip buying and optimism about interest-rate cuts helped the S&P 500 post its biggest rally since May. Stocks in Japan, Australia and South Korea all gained and the broader MSCI Asia Pacific Index rose 0.4%. Oil steadied after a three-day drop as investors weighed risks to Russian supplies, with US President Donald Trump stepping up his threat to penalize India for buying Moscow's crude. We look at the market landscape with Hartmut Issel, Head of APAC Equities and Credit at UBS Wealth Management. He speaks with Bloomberg's Haidi Stroud-Watts on The Asia Trade. Plus - the CEO of Japan's largest bank says the Bank of Japan could raise its policy rate as early as September, given the outlook for higher inflation in the country. Mitsubishi UFJ Financial Group CEO Hironori Kamezawa speaks exclusively with Bloomberg's Hideki Suzuki about the BOJ's rate path, rising Japanese bond yields, and the impact of tariffs. See omnystudio.com/listener for privacy information.

Aug 4

Asian stocks fell at the open after soft US jobs data triggered a pullback in equities and fueled bets on a Federal Reserve rate cut. Oil retreated as OPEC+ wrapped up a run of major output hikes. The moves suggest Friday's sharp retreat on Wall Street — sparked by rising US unemployment and slower job creation — is still rippling through global markets. The weak data is fueling investor concern after US stocks rallied for three straight months on speculation the US economy would withstand President Donald Trump's tariff storm. We hear from Sharyn O'Halloran, Professor of Political Economy and International and Public Affairs at Columbia University. She speaks with Bloomberg's Paul Allen and Haidi Stroud-Watts on The Asia Trade. Plus - Toyota Motor Corp. and Honda Motor Co. earnings will paint a mixed picture as a stronger yen and US auto tariffs eat into profit, despite resilient unit sales. Toyota likely saw a dip in first-quarter operating profit, according to estimates. While the company posted record global sales in the first half driven by a surge in pre-tariff purchases, Bloomberg Intelligence said the automaker is likely weighed down by factors including supply chain costs. Honda's profit likely fell for the same reasons, according to BI. In June, Japanese automakers slashed US export prices by 19%, the biggest drop since records going back to 2016, sacrificing margins to remain competitive through the tariff turmoil. We preview this week's earnings with Kota Yuzawa, Head of Asia Auto Research at Goldman Sachs. See omnystudio.com/listener for privacy information.

Aug 1

Bloomberg Daybreak Weekend with Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Walt Disney and Uber. In the UK – a look ahead to earnings from BP. In Asia – a look at ahead to how US smartphone production will be impacted by Apple’s shift towards India, along with an outlook for China property. See omnystudio.com/listener for privacy information.

Aug 1

Asian stocks fell for a sixth straight session — the longest losing streak this year — as President Donald Trump announced new tariff rates and as solid earnings from megacap tech firms failed to lift broader market sentiment. The MSCI Asia Pacific Index dropped 0.4% at the open while contracts for the S&P 500 also fell by the same amount. Trump will maintain a minimum global tariff of 10%, while imports from countries with trade surpluses with the US face duties of 15% or higher, the White House announced Thursday. We get reaction from Jenny Gordon, Non-Resident Fellow at the Lowy Institute. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade. Plus - Bloomberg Intelligence says Hang Lung Properties may stabilize retail rental income in mainland China, mainly driven by solid leasing performance of prime shopping malls in Shanghai. Its retail rental revenue on the mainland held steady at 2.4 billion yuan in the first half, with high occupancy rates of Plaza 66 and Grand Gateway 66 at 98% and 99% as of June 30. We speak with Adriel Chan, Chair of Hang Lung Properties. See omnystudio.com/listener for privacy information.

Jul 31

US equity-index futures climbed as strong earnings from megacap tech firms bolstered optimism that corporate profits remain resilient. The dollar steadied after gaining on Federal Reserve holding interest rates. Contracts for the Nasdaq 100 rose 1.2% and those for the S&P 500 advanced 0.8% as Microsoft and Meta Platforms surged in after-hours trading. We break down the day's market headlines with Dean Smith, Chief Strategist at FolioBeyond. Plus - US President Donald Trump announced late Wednesday that he had reached a trade deal with South Korea that would impose a 15% tariff on its exports to the US, and see Seoul agree to $350 billion in US investments. We get reaction from Naomi Fink, Chief Global Strategist at Nikko Asset Management. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade. See omnystudio.com/listener for privacy information.

Jul 30

Shares in Japan fluctuated at the open while those in South Korea and Australia were flat Wednesday after the S&P 500 snapped a six-day rally. Treasuries were steady in early Asian trading after jumping the most in a month in the prior session. In the US, Federal Reserve policymakers are largely expected to hold interest rates steady for a fifth consecutive meeting at the conclusion of their July 29-30 gathering. Dissents from one or more officials could send the message that some members of the rate-setting Federal Open Market Committee prefer to reduce borrowing costs sooner rather than later. We preview Thursday's FOMC decision with Mark Heppenstall, President and CIO at Penn Mutual Asset Management. Plus - US and China will continue talks over maintaining a tariff truce before it expires in two weeks and Trump will make the final call on any extension. Adding an extra 90 days is one option, according to US Treasury Secretary Scott Bessent. Meantime, the International Monetary Fund said Tuesday that the world economy will keep weakening and remains vulnerable to trade shocks even though it is showing some resilience to Donald Trump's tariffs. We break down the latest trade headlines with Paul Donovan, Chief Economist at UBS Global Wealth Management. He speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade. See omnystudio.com/listener for privacy information.

Jul 29

Asian stocks slipped after a flat session on Wall Street, as investors stayed cautious amid a week packed with economic data and corporate earnings. The MSCI Asia-Pacific gauge dropped 0.7%, a third consecutive day of decline. The dollar steadied Tuesday after climbing the most since May in the prior session. The S&P 500 briefly topped 6,400, but closed little changed. Oil held its gain after President Donald Trump pushed for Russia to reach a swift truce with Ukraine or face potential economic penalties. We talk markets with Vance Howard, CEO and Portfolio Manager at Howard Capital Management. Plus - Commerce Secretary Howard Lutnick says a 90-day extension of a trade truce with China was a likely outcome with negotiations between the two countries underway in Stockholm. Lutnick's comments followed the start of a new round of talks between the world's two largest economies - this time in Stockholm, where Chinese Vice Premier He Lifeng and US Treasury Secretary Scott Bessent led the respective delegations. Earlier rounds saw Washington and Beijing agree to reduce tit-for-tat levies and ease export controls on certain technology and rare-earth minerals, easing tensions that had rattled financial markets as Trump moves to enact a sweeping tariff agenda. We get perspective from Marc Franklin, Managing Director & Senior Portfolio Manager, Asset Allocation, Asia at Manulife Investment Management. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade. See omnystudio.com/listener for privacy information.

Jul 28

Stock-index futures climbed after the European Union struck a deal with President Donald Trump that will see the bloc face 15% tariffs on most exports, averting a potentially damaging trade war. S&P 500 contracts rose 0.4% and those for European stocks jumped 1%. The euro was slightly stronger against the dollar after the US-EU deal. Asian shares fluctuated at the open as Japanese equities declined 0.4%. Treasuries dipped slightly with yields on the 10-year gaining one basis point to 4.4%. Gold edged lower and oil was marginally higher. Investors are bracing for a busy week of data - including meetings of the Federal Reserve and the Bank of Japan - and earnings from megacap companies that could set the tone for the rest of the year in markets and the economy. Stocks have risen from their slump in April as investors speculate the US will strike trade deals with countries and that will help avoid significant damage to company earnings and the global economy. We preview the trading week ahead with Clark Geranen, Chief Market Strategist at CalBay Investments. Plus - Australia and the UK signed a landmark 50-year defense treaty on Saturday to underpin the construction of nuclear-powered submarines, senior ministers from both nations said. Both sides stressed that the treaty doesn't impact the AUKUS security partnership between Australia, the UK and the US - currently under review by the Trump administration. For a closer look, we speak with Paul Allen, Australia Correspondent for Bloomberg Television. See omnystudio.com/listener for privacy information.

Jul 25

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to a monetary policy decision from the Fed and earnings from some of the “Magnificent Seven” tech companies. In the UK – a look at President Trump’s trip to Scotland. In Asia – a look at ahead to China PMI data and a conversation on Asia tech investing. See omnystudio.com/listener for privacy information.

Jul 25

The US and Japan this week reached what President Donald Trump called the largest trade deal in history after Tokyo pledged to set up a $550 billion fund for investment into the US, details of which remain obscure. The lack of clarity about how the fund will work adds to questions about the viability of the agreement, which imposes 15% tariffs on Japanese cars and other goods. While the start date and other basic elements are still unknown, Treasury Secretary Scott Bessent warned this week that the US would monitor implementation and bump the rate up to 25% if Trump isn't satisfied. In his latest column, Bloomberg Opinion's Gearoid Reidy writes that after three months, Prime Minister Shigeru Ishiba finally has his trade deal. Gearoid joins us to explain why it may be Ishiba's final act. Plus - the S&P 500 inched to a new record Thursday - its 10th in 19 days - driven by tech gains that papered over a broader weakness as most stocks in the benchmark dropped. The S&P 500 has surged 28% from its April lows as investors grew optimistic that President Donald Trump's tariff war won't hurt the economy and corporate earnings as initially feared. Meantime, South Korea's trade ministry said Friday that Industry Minister Kim Jung-kwan and US Commerce Secretary Howard Lutnick reaffirmed their will to reach a mutually beneficial trade agreement before August 1st deadline. For more on the economic impact of ongoing negotiations, we heard from Janet Henry, Global Chief Economist at HSBC. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade. See omnystudio.com/listener for privacy information.

Jul 24

Asian equities climbed for a sixth consecutive day as signs the US will do more trade deals after striking a pact with Japan injected fresh vigor into stocks. Megacap tech is in focus after a number of key earnings reports. SK Hynix outlined plans to quicken spending on advanced memory chip capacity after reporting record earnings, reflecting surging AI demand and a drive to stay ahead of rivals. The South Korean company notched a bigger-than-expected 68% jump in operating income in the June quarter. Stateside, shares of Google parent Alphabet climbed in after-hours trading on better-than-expected revenue. Meantime, CEO Elon Musk warned of a hard year ahead for Tesla, adding to the automaker's woes after reporting one of its worst quarters of the last decade. We get reaction to the Tesla story from Michael Dunne, CEO at Dunne Insights. He speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade. Plus - in her latest column, Bloomberg Opinion's Karishma Vaswani says hearsay about the inner workings of the Politburo has a long tradition of being wholly inaccurate. With that, intrigue over Chinese President Xi Jinping's future is no less than speculative, and the result of a succession crisis of his own making. She joins us to dissect the coded signals coming out of Beijing, and why the obsession with Xi's fate reflects the West's blind spots about Chinese politics. See omnystudio.com/listener for privacy information.

Jul 23

The record-breaking run in global stocks got fresh fuel to power the rally after the US reached a trade deal with Japan, an agreement with a key trading partner that eases concerns about the tariff war. MSCI's benchmark gauges for global equities and Asian shares both rose Wednesday. Contracts for the S&P 500 edged up on the tariff news after closing at its highest level Tuesday. Stocks in Japan jumped more than 2% with Toyota Motor Corp. and other automakers leading the gains. We break down the day's developments with David Aspell, Partner and Co-Chief Investment Officer at Mount Lucas Management. Plus - investors are also focused on megacap companies this week. Big Tech's strength will be on full display over the next few weeks as the group begins unveiling quarterly earnings. Tesla Inc. and Alphabet Inc. are reporting Wednesday. The so-called Magnificent Seven companies are expected to post a combined 14% rise in second-quarter profits, while earnings for the rest of the US equity benchmark are predicted to be relatively flat, according to Bloomberg Intelligence data. We discuss the role AI will play in those reports with Stephanie Leung, Chief Investment Officer at StashAway. See omnystudio.com/listener for privacy information.

Jul 22

The start of a busy week for Corporate America saw stocks giving up most of their gains, with traders looking for signs of resilience in earnings amid tariff risks. Treasury yields fell alongside the dollar. While the S&P 500 closed above 6,300 for the first time, the gauge rose just 0.1%. Energy shares joined a decline in oil. Chipmakers almost erased their advance as Nvidia Corp. slipped. Fellow megacaps Tesla Inc. and Alphabet Inc. will kick off the group's earnings season this week. The stakes will again be high as investors look for updates on artificial-intelligence spending. We break down the day's price action with Ed Butowsky, Managing Partner at Chapwood Investments. Plus - shares in Tokyo gained 1% as trading resumed after a public holiday Monday. The MSCI regional stock gauge advanced 0.3% in early trading. Market participants are focused on the performance of Japanese markets as investors weigh policy uncertainty after the ruling Liberal Democratic Party's historic loss in Sunday's elections. For a closer look, we hear from Sean Darby, Managing Director at Mizuho Securities Asia. He speaks with Bloomberg's Shery Ahn and Paul Allen on The Asia Trade. See omnystudio.com/listener for privacy information.

Jul 21

The yen recouped some of last week's losses as investors weighed the extent of the defeat suffered by Japan's ruling coalition in the weekend's upper-house election. Asian stock markets edged down. Japan's currency had dropped for two weeks and bond yields spiked ahead of the vote on concern a poor showing by Prime Minister Shigeru Ishiba would open the door to more spending and tax cuts. While the ruling Liberal Democratic Party and its partner lost their majority in the chamber, their final tally may be enough to keep Ishiba in the job. We get reaction from Shuntaro Takeuchi, Portfolio Manager at Matthews Asia. Plus - Donald Trump is struggling to get the Federal Reserve to cut interest rates, but policymakers around the world won't need so much convincing. The US president's tariff onslaught is likely to force further measured easing in coming months by most of the 23 central banks featured in this quarterly guide on the global monetary outlook, according to Bloomberg Economics. Federal Reserve Governor Christopher Waller hinted he would dissent if his colleagues vote to hold interest rates steady at their July meeting, making his case for a rate cut to support the labor market. We take a look at the Fed's path ahead with Clayton Triick, Head of Portfolio Management, Public Strategies, at Angel Oak Capital. See omnystudio.com/listener for privacy information.

Jul 18

Bloomberg Daybreak Weekend with Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to housing data and earnings from Tesla. In the UK – a look ahead to the next ECB monetary policy decision. In Asia – a look at ahead to Japan’s upper house election. See omnystudio.com/listener for privacy information.

Jul 18

Asian stocks made a modest gain at the open Friday as a global equity rally gained fresh vigor on strong economic data that eased concerns about the US economy. The MSCI Asia Pacific Index rose 0.2% at the open. Equity-index futures for US gained after the S&P 500 and Nasdaq 100 set closing highs Thursday. Tech stocks rose as a bullish outlook from Taiwan Semiconductor Manufacturing Co. bolstered confidence in artificial-intelligence spending. Netflix Inc. also reported strong earnings and raised its forecast. We get market insights from Brian Vendig, Chief Investment Officer at MJP Wealth Advisors. Plus - Japan's key price measure cooled a tad more than expected while remaining well above the Bank of Japan's target, keeping pressure on Prime Minister Shigeru Ishiba to mollify voters as he heads into Sunday's national election. Consumer prices excluding fresh food rose 3.3% from a year earlier in June, slowing from a 3.7% gain - a two-year high - in the previous month, the Ministry of Internal Affairs and Communications reported Friday. We get reaction from former BOJ board member Sayuri Shirai, now Professor of Economics at Keio University. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade. See omnystudio.com/listener for privacy information.

Jul 17

Asian stocks struggled for direction at the open after US markets had a volatile session amid speculation about the future of Federal Reserve Chair Jerome Powell. In tariff news, President Trump dialed down his confrontational tone with China in an effort to secure a summit with counterpart Xi Jinping and a trade deal. Trump also said he would send letters to more than 150 countries notifying them of tariff rates and that the levies imposed could be 10% or 15%. We unpack how trade policy is resonating in APAC markets with Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers. Plus - the S&P 500 bounced as President Trump said he is "not planning" to remove Powell, after a White House official said the president was likely to seek the Fed Chair's ouster soon. Treasury two-year yields, which are more sensitive to imminent Fed moves, slid five basis points to 3.89%. The dollar halted a four-day advance. Softer-than-estimated inflation data also helped fuel the moves on Wednesday, reinforcing bets on Fed rate cuts in 2025. We get reaction to the day's market action from Rich Mullen, Founding Partner and CEO at Pallas Capital Advisors. See omnystudio.com/listener for privacy information.

Jul 16

Asian stocks moved lower in the early Wednesday session after relatively tame inflation data failed to ease Wall Street's worries about the impacts of tariffs, with initial rallies in US stocks and bonds sputtering on bets the Federal Reserve will keep rates on hold for now. The S&P 500 retreated after earlier topping 6,300. A gauge of US financial giants sank as Wells Fargo & Co. cut its guidance for net interest income. JPMorgan Chase & Co. dropped even as investment bankers eked out a surprise gain. Citigroup Inc. hit the highest since 2008 on a stock-buyback plan. While short-dated Treasuries led losses, longer maturities also slid - with 30-year yields topping 5%. We get reaction to the day's market action from Chuck Cumello, President and Chief Executive Officer at Essex Financial Services. Plus - Nvidia said late Monday that it received assurances that the US government would allow it to export some chips to China. Advanced Micro Devices, Nvidia's chief rival, quickly followed with a similar announcement. These export license approvals could generate billions of dollars in total revenue for the companies this year — and they mark a dramatic reversal after the Trump administration said the issue wasn't even up for debate. We take a closer look at what it means for the chip sector with Ray Wang, Research Director for Semiconductors, Supply Chain, & Emerging Tech at The Futurum Group. He speaks with Bloomberg's Haidi Stroud-Watts and Paul Allen on The Asia Trade. See omnystudio.com/listener for privacy information.

Jul 15

Asian equities are poised for a positive open as traders brush off President Donald Trump's latest tariff threats as bargaining tactics that are unlikely to derail global trade. Stock-index futures for Japan, Hong Kong and Australia pointed to a higher open in early Asian trading. The S&P 500 eked out a gain Monday as Trump indicated he's open to trade talks, though still insisted his new tariff rates are "the deals." Contracts for the S&P 500 and the Nasdaq edged lower and Bitcoin retreated from its record high. We get some market perspective from Carol Schleif, Chief Market Strategist at BMO Private Wealth. Plus - Mizuho Financial Group CEO Masahiro Kihara is signaling that he is confident the Japanese lender can meet its long-term target of about ¥1 trillion - or $6.8 billion - in annual profit even as trade wars threaten to stifle growth. He speaks with Bloomberg's Francine Lacqua in London. See omnystudio.com/listener for privacy information.

Jul 14

President Trump’s latest tariff threats are testing the market’s resilience after the US leader ratcheted up trade measures on everyone from Canada to Brazil to Algeria last week. Despite warnings of complacency, investors have so far behaved as if they’re counting on the president to back down, having seen previous U-turns from his administration. Meantime, the second quarter earnings season is also due to begin this week, with Wall Street expecting the weakest reporting season since mid-2023. We speak to Roderick von Lipsey, managing director, UBS Private Wealth Management. Plus - for more insight on President Trump's latest tariff moves and a look at the week ahead in Asia, we speak to Mary Nicola, Bloomberg MLIV Strategist in Singapore. See omnystudio.com/listener for privacy information.

Jul 11

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with Netflix earnings. In the UK – a look ahead to a speech from UK Chancellor Rachel Reeves. In Asia – a look at several key data points for the Japanese economy. See omnystudio.com/listener for privacy information.

Jul 11

The story of US tariffs has dominated much of the conversation for markets. Earlier today, stocks advanced Thursday in a sign investors are shifting their focus from concerns about lower growth and higher inflation from tariffs to instead prepare for corporate earnings season, which starts in a few days. We speak to Keith Buchanan, Senior Portfolio Manager at Globalt Investments. Also - contracts for the S&P 500, which gained early in Asian trading, dipped 0.2% after Trump said he plans to impose ‘blanket’ tariffs of 15% or 20%. We get insight from Nadia Grant, Head of Global Equity at BNP Paribas Asset Management. See omnystudio.com/listener for privacy information.

Jul 10

Bitcoin surged past $112,000 for the first time, setting a fresh record alongside a broad rally in risk assets that has swept up technology stocks big and small. The original cryptocurrency rose as much as 3.1% to $112,009, pushing its gain this year close to 20%. The move underscores the speculative momentum gripping markets even as President Donald Trump unleashes a fresh barrage of tariff announcements. The crypto rally is far from isolated: Nvidia Corp.’s brush with a $4 trillion valuation in Wednesday trading helped push the S&P 500 within a whisker of its record, with fast-money investors joining the stock-market fray. We speak to Matthew Tuttle, CEO & CIO at Tuttle Capital Management. Also - President Trump’s threat to impose 50% tariffs on Brazilian goods sent the country’s currency plunging as the US leader sharply escalated a dispute with Latin America’s largest nation and leftist leader Luiz Inacio Lula da Silva. In a letter posted to his social media account, Trump cited Jair Bolsonaro — the right-wing former president and Lula rival who is facing a trial on charges that he attempted a coup following his 2022 election defeat. For more insight, we heard from Deborah Elms, Head of trade policy at Hinrich Foundation. See omnystudio.com/listener for privacy information.

Jul 9

President Donald Trump vowed to push forward with his aggressive tariff regime in the coming days, stressing he would not offer additional extensions on country-specific levies set to now hit in early August while indicating he could announce substantial new rates on imports of copper and pharmaceuticals. The posturing on social media and at a Cabinet meeting on Tuesday came after traders initially shrugged off a series of letters and executive actions Trump issued Monday, pushing back the deadline for his so-called “reciprocal” tariffs while announcing the latest rates he planned for more than a dozen countries that had not succeeded in brokering quick trade agreements. For more the market outlook, we speak to Frances Stacey, Economic Strategist at Scarlet Oak Financial. Plus - Stephen Olson, Yusof Ishak Institute Senior Visiting Fellow and Former US Trade Negotiator gives us insight on where President Trump is going with his latest tariff announcement. See omnystudio.com/listener for privacy information.

Jul 8

President Donald Trump unveiled the first in a wave of promised letters that threaten to impose higher tariff rates on key trading partners, but suggested that he was still open to additional negotiations and pushed off increased duties until at least Aug. 1. Trump began the notifications with missives announcing his intent to impose 25% levies on goods from Japan and South Korea. A dozen more followed throughout the afternoon, outlining plans to tariff foreign goods from trading partners including South Africa, Indonesia, Thailand and Cambodia. We speak to Ahmed Riesgo, Chief Investment Officer at Insigneo. And for more analysis, we heard from Skyler Weinand, Chief Investment Officer at Regan Capital. See omnystudio.com/listener for privacy information.

Jul 7

Major US trading partners hurried over the weekend to secure trade deals or lobby for extra time, while Treasury Secretary Scott Bessent indicated that some countries lacking an agreement by the deadline Wednesday will have the option of a three-week extension to negotiate. Also, central banks in Australia, South Korea, and Malaysia are expected to keep interest rates on hold in the week ahead. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Plus - for more insight on President Trump's tariff deadline nearing and the economic week ahead for Asia, we heard from Trinh Nguyen, Natixis Senior Emerging Asia Economist. See omnystudio.com/listener for privacy information.

Jul 4

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to Delta earnings and a summer travel outlook. In the UK – a look ahead to JP Morgan's Jamie Dimon visit to Ireland ahead of the US tariff deadline for Europe In Asia – a look at how recent data from China are providing an ambiguous read on the health of the world's second largest economy. See omnystudio.com/listener for privacy information.

Jul 4

Asian equities were set to climb Friday following fresh highs for US stocks as strong jobs data eased concerns the economy slowing down. Treasuries fell and the dollar rose Thursday in a sign traders see less pressure on the Federal Reserve to cut interest rates after US jobs growth exceeded expectations in June. Swap traders saw almost no chance of a July Fed cut, compared with a roughly 25% probability seen before the data. The chance of a move in September ebbed to about 70%. We get reaction from Rob Haworth, Senior Vice President and Senior Investment Strategy Director at U.S. Bank Asset Management Group. Plus - US markets closed prior to the House passing President Donald Trump's tax bill that had weeks earlier sparked concerns over rising deficits. Separately, Trump also said his administration may begin sending out letters to trading partners as soon as Friday setting unilateral tariff rates ahead of a July 9 deadline for negotiations. Before the vote, we heard from Treasury Secretary Scott Bessent. He spoke with Bloomberg's Romaine Bostick and Matt Miller. See omnystudio.com/listener for privacy information.

Jul 3

A rally in several big tech companies fueled gains in US stocks, with the market extending its advance as President Donald Trump said he reached a trade deal with Vietnam. Treasuries fell as a selloff in UK bonds underscored deficit worries. Following earlier losses driven by weak jobs data, the S&P 500 rose to fresh all-time highs. In the run-up to the jobs report, economists forecast employers added 110,000 jobs in June — the fewest in four months — amid a slight rise in the unemployment rate to 4.3%. The Bureau of Labor Statistics report is due Thursday, a day earlier than usual because of the Independence Day holiday. We get reaction to the day's market moves from Brian Krawez, President at Scharf Investments. Plus - the trade truce between Washington and Beijing may be holding for now, but China is increasingly wary about what's happening elsewhere: US efforts to forge deals that could isolate Chinese firms from global supply chains. Ahead of a July 9 deadline, US officials are deep in talks with major trading partners in Asia and Europe, pushing for new agreements that would include restrictions on Chinese content, or secure commitments to counter what Washington sees as China's unfair trade practices. In the first such deal, President Donald Trump on Wednesday announced a tiered tariff agreement with Vietnam. Exports to the US from the Southeast Asian nation will be charged a 20% rate, Trump said in a social-media post, with 40% levied on any goods deemed to be transshipped through the country. We get the latest from Jill Disis, Bloomberg News Desk Editor in Hong Kong. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade. See omnystudio.com/listener for privacy information.

Jul 2

Asian shares edged lower at the Wednesday open after President Donald Trump said he won't delay the July 9 deadline for imposing higher levies on trading partners, ratcheting up trade tensions yet again. Back in June, China and the US reaffirmed their May trade truce, sustaining a rebound in trade flows and propelling China's economic momentum. Bloomberg Economics says consumption also showed signs of revival, but the trend is unlikely to last without continuous policy efforts that promote domestic demand. We take a look at the state of the Chinese economy with Shehzad Qazi, Chief Operating Officer and Managing Director at China Beige Book International. Plus - US job openings hit the highest since November, largely fueled by leisure and hospitality, and layoffs declined. Federal Reserve policymakers have consistently characterized labor-market conditions as strong in recent weeks. Fed Chair Jerome Powell repeated that the US central bank probably would have cut rates further this year absent Trump's expanded use of tariffs, although he didn't rule out easing at its meeting later this month. We get market insights from Jeff Grills, Head of EM Debt at Aegon Asset Management. See omnystudio.com/listener for privacy information.

Jul 1

Asian stocks are poised for a cautious open as investors weighed the buoyant mood on Wall Street with lingering concerns over the global impact of President Donald Trump's tariff agenda. Equity-index futures pointed to a decline in Tokyo as Trump threatened to impose a fresh tariff level on Japan. Contracts for the S&P 500 edged down 0.1% after the index notched its best quarter since December 2023 on Monday, with technology shares leading. Wall Street's bulls drove stocks to all-time highs at the end of a solid quarter amid hopes the US is moving closer to reaching concrete deals with its top trading partners. We break down the forces driving the day's price action with Burns McKinney, Managing Director and Senior Portfolio Manager at NFJ Investment Group. Plus - with thousands of generative AI tools flooding the market and firms slashing prices to zero, Chinese startups are battling not just global rivals - but each other. We explore the challenges facing the so-called "Little Dragons," the role of state support, and why monetizing AI might be the industry's biggest unsolved puzzle with Catherine Thorbecke, Asia Tech Columnist for Bloomberg Opinion. See omnystudio.com/listener for privacy information.

Jun 30

US equity-index futures edged higher as trade talks gathered pace ahead of a July 9 deadline and Senate negotiations continued over President Donald Trump's $4.5 trillion tax cut package. Contracts for the S&P 500 index and the Nasdaq 100 rose 0.3%. Major currencies were slightly higher against the dollar in early Asian trading, while stock futures showed gains in Japan, a decline in Hong Kong and little change in Australia. Crude oil fell 1% as traders wound back risk premium before OPEC+ meeting. We get some market perspective from Shams Afzal, Managing Director at the Carnegie Investment Counsel. Plus - Monetary policymakers from five major economies will gather Tuesday at the European Central Bank's annual retreat in Sintra, Portugal. The summit comes as Trump-era trade turbulence and geopolitical instability weigh on global markets. Fed Chair Jerome Powell and ECB head Christine Lagarde are set to share a public stage for the first time in a year. For more on how tariffs are impacting economic outlooks, we heard from Louise Loo, Lead Economist at Oxford Economics. She speaks with the hosts of Bloomberg Television's The Asia Trade, Shery Ahn and Haidi Stroud-Watts. See omnystudio.com/listener for privacy information.

Jun 27

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the June jobs report and commodities outlook. In the UK – a look ahead to the annual summer economic conference in the Southern French city of Aix. In Asia – a look at relations between China and Iran. See omnystudio.com/listener for privacy information.

Jun 27

Asian stocks advanced after a gauge of global equities touched a record high Thursday on calming geopolitical concerns and increased expectations for Federal Reserve interest-rate cuts this year. Equities in Japan, South Korea and Australia all rose Friday after the S&P 500 advanced 0.8% to within striking distance of a new high. The Nasdaq 100 achieved the feat after rising 0.9% on Thursday, helping MSCI's global shares index to a record high. US stock futures edged higher Friday. We get market insights from Rebecca Walser, President at Walser Wealth Management. Plus - Commerce Secretary Howard Lutnick says the US and China have finalized a trade understanding reached last month in Geneva. The China deal, which Lutnick said had been signed two days ago, codifies the terms laid out in trade talks between Beijing and Washington, including a commitment from China to deliver rare earths used in everything from wind turbines to jet planes. Lutnick speaks with Bloomberg Balance of Power hosts, Joe Mathieu and Kailey Leinz. See omnystudio.com/listener for privacy information.

Jun 26

The US stock rally lost some steam Wednesday with the S&P 500 Index ending the day flat after Federal Reserve Chair Jerome Powell told lawmakers that officials are struggling to determine the toll of tariffs on inflation. The benchmark closed the session unchanged in New York after swinging between small gains and losses, while the technology heavy Nasdaq 100 Index edged up 0.2% to log another all-time closing high. The tech benchmark reached the milestone Tuesday for the first time since February as a combination of robust fundamentals and easing geopolitical tensions boosted the appeal of the growth-focused gauge. In individual stock moves, Nvidia shares closed at an all-time high, with the leader in artificial intelligence chips extending an advance that has cemented its position as one of the most valuable companies in the world. We get reaction to the day's price action from Katy Kaminski, Chief Research Strategist at AlphaSimplex. Plus - Hong Kong's de facto central bank bought the local dollar to prop it up on Thursday, in a move to defend the city's currency peg to the greenback. The Hong Kong Monetary Authority purchased HK$9.42 billion ($1.2 billion) of local currency against the US dollar, after the exchange rate touched the weak end of the permitted 7.75-7.85 per greenback trading band. In addition to pushing the currency back into its permitted trading range, the move will also make bearish bets more costly. It does this by draining liquidity from the financial system and driving up borrowing costs. We get reaction from Garfield Reynolds, Bloomberg's MLIV Asia Team Lead. He speaks with Bloomberg's Haidi Stroud-Watts and Avril Hong. See omnystudio.com/listener for privacy information.

Jun 25

Stocks in Asia opened on a cautious note as the Israel-Iran truce appeared to hold and Federal Reserve Chair Jerome Powell gave balanced comments on prospects for rate cuts. Late Tuesday in the States, President Donald Trump appeared to undermine years of US sanctions on Iran, giving its biggest customer China the green light to carry on buying its oil as he seeks to bolster a ceasefire with Israel. We discuss Beijing's role in what now appears to be a subdued conflict with Jenni Marsh, Greater China Eco-Gov Team Leader for Bloomberg News. Plus - Treasury yields and a gauge of the dollar steadied. The benchmark 10-year yield shed five basis points in the previous session as Fed Chair Powell said "many paths are possible" for monetary policy. We look at the US central bank's path ahead with JoAnne Bianco, Partner and Senior Investment Strategist at BondBloxx Investment Management. See omnystudio.com/listener for privacy information.

Jun 24

President Donald Trump announced Israel and Iran had agreed to what he called a “complete and total” ceasefire, easing fears that a conflict between the two adversaries might escalate. Trump, who made the surprise announcement on his Truth Social platform days after ordering airstrikes on Iran’s nuclear facilities, said the accord would begin around midnight US time and is aimed at a lasting end to the fighting. Iranian Foreign Minister Abbas Araghchi said in a tweet afterward that while there is no ceasefire agreement, his country had no intention to keep responding to Israeli attacks after 4:00 a.m. Tehran time. We break down the headlines with Joe Mathieu, co-host of Bloomberg Radio and Television’s Balance of Power. Oil slumped and stocks rallied after Trump announced the ceasefire, spurring optimism the worst of the Middle East conflict is over. Global benchmark Brent crude tumbled almost 5% in early Asian trading after the surprise comment. S&P 500 futures rose 0.5%, while key stock indexes advanced in Japan, Hong Kong and Australia. The news damped demand for haven assets with the dollar weakening against all its Group-of-10 peers and gold dropping. Bloomberg’s Jill Disis speaks with our TV colleagues, Yvonne Man and David Ingles, in Hong Kong. Plus - we look at how all the day’s news may play into the Federal Reserve’s inflation outlook. We get market insights from Ross Mayfield, Investment Strategist at Baird. See omnystudio.com/listener for privacy information.

Jun 23

Oil surged after the US struck Iran's three main nuclear sites and threatened further attacks, exacerbating a crisis in the Middle East and stoking concerns that energy supplies from the region could be disrupted. The US assault — which targeted sites at Fordow, Natanz, and Isfahan — dramatically raises the stakes in the confrontation by increasing the premium that traders are pricing into the global energy market. The extent of the gains will hinge on how Tehran opts to respond to the US moves. For more on the burgeoning conflict, we hear from former US Ambassador to the United Nations, John Bolton. He speaks with Bloomberg's Joe Mathieu and Kailey Leinz. Plus - US stock index futures slid ahead of the Asia session following those weekend strikes in Iran. S&P 500 futures opened nearly 1% lower before paring their loss, while contracts on the Nasdaq 100 fell nearly 1.3%. We get market insights from Gene Goldman, Chief Investment Officer at Cetera Financial Group. See omnystudio.com/listener for privacy information.

Jun 20

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S GDP and personal spending data and Nike earnings. In the UK – a look ahead to TheCityUK's annual conference. In Asia – a look ahead to Bloomberg’s China economic survey. ----------------------------------------------------------------- Guests: -Michael McKee, Bloomberg International Economics and Policy Correspondent, to preview next week's U.S GDP/personal spending data. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, to preview Nike earnings. -Leo Kehnscherper, Bloomberg European Asset Management Reporter, looks ahead to TheCityUK's annual conference. -Julian Harris, UK Economics Editor, looks ahead to TheCityUK's annual conference. - Eric Zhu, China Economist for Bloomberg Economics, discusses Bloomberg’s China Economic Survey. -Karishma Vaswani, Bloomberg Opinion Columnist in Singapore, discusses her column: “US Rethink on Australia Subs Is China’s Win.” See omnystudio.com/listener for privacy information.

Jun 20

US equity futures moderated declines early Friday as President Donald Trump weighs whether to back Israel militarily in its conflict with Iran. Contracts for the S&P 500 were down around 0.3% from Wednesday's close in early Asia hours, compared with a 0.9% drop on Thursday when US markets were closed for the Juneteenth holiday. While traders were offered some short-term clarity as the White House said Trump will decide within two weeks whether to strike Iran, the remarks did little to resolve broader uncertainty around potential US involvement and the risk of renewed energy-driven inflation. For more on what's ahead, we heard from Maria Rost Rublee, Professor of International Relations at the University of Melbourne. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts. Markets were already on edge after the Federal Reserve downgraded its estimates for growth this year and projected higher inflation. As projected, Fed officials held rates steady at their policy meeting this week. We get some analysis from David Laut, Chief Investment Officer at Abound Financial. See omnystudio.com/listener for privacy information.

Jun 19

Senior US officials are preparing for the possibility of a strike on Iran in the coming days, according to people familiar with the matter, a sign that Washington is assembling the infrastructure to directly enter a conflict with Tehran. Meantime, there are a lot of unknowns about the outlook for the economy and interest rates, but Federal Reserve Chair Jerome Powell signaled at least one thing seems certain: Higher prices are coming. Policymakers voted unanimously to hold interest rates steady for a fourth straight meeting Wednesday as they await clarity on whether tariffs will leave a one-time or more lasting mark on inflation. Powell said it’s still unclear how much of the bill will fall on the shoulders of consumers, but he expects to learn more about tariffs this summer. For more, we speak to Mark Cranfield, Bloomberg MLIV Strategist in Singapore. Plus - for more on the Federal Reserve's latest decision, we heard from Betsey Stevenson. She is a Professor at the University of Michigan. Stevenson was also a former Chief Economist of the United States Department of Labor. See omnystudio.com/listener for privacy information.

Jun 18

Oil climbed and most stocks in Asia followed losses on Wall Street as concerns mounted that an escalation of tensions in the Middle East will trigger a more direct US involvement. West Texas Intermediate crude rose as much as 1.1% in early trading Wednesday after settling at the highest in almost five months the previous day. US equity futures slipped, as did Australia’s benchmark index and Hong Kong futures. Staying with geopolitics, The White House's review of the Aukus pact — a security arrangement between the US, UK and Australia — is rattling one of Washington’s closest alliances, and playing right into China’s hands. It sends yet another signal that America First might just mean everyone else alone. First announced by former President Joe Biden in 2021, the multibillion-dollar deal commits Washington and London to help Canberra develop a fleet of nuclear-powered submarines over a 30-year period. It was designed to help counter Beijing’s growing influence in the Indo-Pacific. For more, we turn to Bloomberg Opinion columnist Karishma Vaswani. Plus - Federal Reserve officials are widely expected to leave interest rates unchanged for a fourth straight meeting on Wednesday, reiterating they want more clarity on the economic impact of a wide array of government policy changes before adjusting borrowing costs. Policymakers have warned President Donald Trump’s tariffs could boost inflation and unemployment, but so far, steady hiring and cooling inflation have allowed Fed officials to keep rates unchanged this year. We speak to Bill Campbell, Global Bond Portfolio Manager at DoubleLine. See omnystudio.com/listener for privacy information.

Jun 17

President Donald Trump called for the evacuation of Iran’s capital Tehran on Monday, hours after he urged the country’s leadership to sign a deal to limit its nuclear program and Israel signaled strikes would continue. It wasn’t clear if Trump knew of a fresh round of attacks Israel may have planned for the city, which has a population of more than 9 million people. Israel had earlier warned one Tehran neighborhood to evacuate and video showed massive traffic jams as people sought to escape. Soon after Trump’s post, Iran’s Fars news agency reported several explosions east of the city. For more, we heard from Middle East Analyst and Author Rodger Shanahan. He spoke to Bloomberg's Paul Allen and Shery Ahn. Plus- President Trump's comments on evacuating Tehran caused a jolt in global markets, with US futures falling and oil prices rising almost 2%. Despite earlier optimism that the conflict between Israel and Iran wouldn't escalate, Trump's comments contrasted with his earlier statement that Iran wanted to make a deal. For more, we turn to James Abate, Managing Director & Head of Fundamental Strategies at Horizon Investments. See omnystudio.com/listener for privacy information.

Jun 15

Oil climbed early Monday with investors squarely focused on escalating geopolitical tensions as Israel and Iran continue to bombard each other with no sign of a pause. Brent crude rose as much as 5.5% in early Asian trading after Israel and Iran continued attacks on one another's territories over the weekend. Israel launched an attack on the giant South Pars gas field in the Persian Gulf, forcing the shut down of a production platform, after air strikes on Iran's nuclear sites and military leadership last week. For more, we speak with Pavel Molchanov, Investment Strategy Analyst at Raymond James & Associates. Plus - S&P 500 futures slipped, while Asian equity-index contracts pointed to declines in Hong Kong and Sydney, and a gain in Tokyo. The dollar saw modest gains against major peers in early trading. With Federal Reserve officials signaling an extended hold on interest rates, investors and economists will look to Chair Jerome Powell this week for clues on what might eventually prompt the central bank to make a move, and when. We take a look at the macro landscape with Patrick Kennedy, Founding Partner at AllSource Investment Management. See omnystudio.com/listener for privacy information.

Jun 13

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to next week’s Fed decision. In the UK – a look ahead to next week’s Bank of England decision. In Asia – a look ahead to next week's Bank of Japan decision. See omnystudio.com/listener for privacy information.

Jun 13

Stocks fell along with equity-index futures and investors rushed to the safety of havens such as Treasuries after Israel attacked Iran's nuclear program sites. Crude oil jumped more than 9% while gold also rose. We get the latest on what's moving markets from Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - Treasuries rallied across the curve on Thursday, bringing the 10-year yield six basis points lower to around 4.36%. The gains were supported by the second US inflation print in as many days that came in below consensus forecasts, backing the argument for Fed cuts. The dollar hit a three-year low. The producer price index rose 0.1% from a month earlier, compared with the median forecast in a Bloomberg survey of economists that called for a 0.2% increase. A solid sale of long-term US government debt added further impetus for the rally, reducing fears that spiraling deficits are causing investors to shun the bonds. We talk inflation and trade with Natalia Gurushina, Chief Economist for EM Fixed Income Strategy at VanEck. See omnystudio.com/listener for privacy information.

Jun 12

US equity-index futures dipped along with the dollar after President Donald Trump said he will set unilateral tariff rates within two weeks, dialing up trade tensions once again. The comments come a day after Chinese and US officials struck a positive tone following their talks to dial down trade tensions. Amid US talking with countries including India and Japan to lower the levies, some investors see Trump's comments as an effort to ramp up urgency in talks. We talk markets with Zachary Hill, Head of Portfolio Management at Horizon Investments. Plus - China's biotech industry is gaining momentum, with Pfizer and Bristol-Myers Squibb making billion-dollar deals with Chinese companies to license experimental cancer drugs. The industry is expected to continue growing, driven by factors such as US President Donald Trump's economic policies, cheaper and easier human testing in China, and an abundance of young and affordable engineering talent. We check in with Shuli Ren, Bloomberg Opinion Columnist, for a closer look at the sector. See omnystudio.com/listener for privacy information.

Jun 11

The US and China de-escalated trade tensions, agreeing to a preliminary deal on how to implement the consensus the two sides reached in Geneva, negotiators for both sides said. While the full details of their accord weren't immediately available, US negotiators said they "absolutely expect" that issues around shipments of rare earth minerals and magnets will be resolved with the framework implementation. We get reaction from George Schultze, Founder and CEO at Schultze Wealth Management. Financial markets were closely watching whether the world's largest economies can find a way to tamp down trade tensions that economists say have tipped the world economy into a downturn, with the US among the hardest hit. Despite the modest moves Wednesday, global stocks are still at a record high, having recovered from their April lows as President Donald Trump suspended his tariffs until July 9th. For more, we hear from Matthew Michelini, Partner and Head of Asia-Pacific at Apollo Global Management. He speaks with Bloomberg's Yvonne Man at the Bloomberg Invest Summit in Hong Kong. See omnystudio.com/listener for privacy information.

Jun 10

Asian shares edged up, buoyed by expectations about the US-China trade talks as officials struck a positive tone after the first day of negotiations. While no significant breakthroughs were announced after the first day of talks and stocks pared some of their earlier gains, US officials sounded optimistic about the negotiations. With a key inflation read on tap Wednesday - and the Federal Reserve is entering a blackout period before its June 18 interest-rate decision - money managers are wrestling with what could propel the S&P 500 back to a record after the index soared 20% from its April lows. For a look at how the talks are impacting market action, we hear from Jim Worden, Chief Investment Strategist at the Wealth Consulting Group. Talks will continue into a second day, according to a US official, as the two sides look to ease tensions over shipments of technology and rare earth elements. The advisers will meet again Tuesday at 10 a.m. in London, the official said. US Commerce Secretary Howard Lutnick said discussions between Washington and Beijing were "fruitful" and Treasury Secretary Scott Bessent cited a "good meeting." Talks will continue into a second day, according to a US official, as the two sides look to ease tensions over shipments of technology and rare earth elements. The advisers will meet again Tuesday at 10 a.m. in London, the official said. For a closer look, we hear from Bloomberg's Jennifer Dlouhy in Washington and Stephen Engle in Hong Kong. They speak with Bloomberg's Shery Ahn and Haidi Stroud-Watts. See omnystudio.com/listener for privacy information.

Jun 9

Asian stocks opened higher Monday with the US and China set to resume trade negotiations. Adding to the optimism in the stock market was the surprise in labor data. While US job growth moderated in May and prior months were revised lower, Friday's report narrowly exceeded forecasts. We get reaction from Chris Brigati, Chief Investment Officer at SWBC. Plus - trade tensions appeared to recede between President Donald Trump and China's Xi Jinping as an impasse on critical minerals was broken, paving the way for further trade talks. We get a preview of how the talks may impact the trading week ahead with Alicia Garcia Herrero, Chief Asia-Pacific Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts. See omnystudio.com/listener for privacy information.

Jun 6

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data and Tesla’s Robotaxi launch. In the UK – a look ahead to London’s Tech Summit. In Asia – a look ahead to readings on Chinese exports, as well industrial production and retail sales. See omnystudio.com/listener for privacy information.

Jun 6

Tesla shares slumped 14% on Thursday as President Donald Trump proposed ending Elon Musk's government contracts and subsidies after his onetime adviser attacked the Republican's tax-policy bill. Musk also said he would end the use of SpaceX's Dragon spacecraft and called for Trump's impeachment. The Tesla move weighed on US benchmarks Thursday that had earlier risen as Trump and China's President Xi Jinping agreed to further trade talks. Trump said talks would begin shortly at a location to be determined as the countries aimed to resolve disputes over tariffs and rare earth minerals. We take a look at how markets are digesting the headlines with Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management. Plus - during President Trump's first term, he famously toured a Texas factory and claimed credit for bringing Apple Inc's production back to America. Except the plant had been running long before he took office. And it was an "unmitigated fiasco." Workers in China had to be flown in to help fix the mounting manufacturing issues encountered in the US heartland. We're joined by Bloomberg Opinion's Catherine Thorbecke, for a look whether a China exit is plausible for the iPhone maker amid tariff threats from Washington. See omnystudio.com/listener for privacy information.

Jun 5

Treasuries rallied as tepid US economic data reinforced expectations for Federal Reserve interest rate cuts this year. The 10-year Treasury yield fell 10 basis points to the lowest level in almost a month. Equity-index futures for Asia were mixed while an index of US-listed Chinese shares rose 2%. We get a read on markets from Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Premier Wealth. Plus - economic activity declined slightly in the US in recent weeks, indicating tariffs and elevated uncertainty are rippling across the economy, the Federal Reserve said in its Beige Book survey of regional business contacts. Mentions of tariffs came up 122 times in the Beige Book, compared with 107 in the prior report. Variations of the word "uncertain" appeared 80 times. We look at what it may mean for monetary policy with David Bahnsen, Founder and Chief Investment Officer at the Bahnsen Group. See omnystudio.com/listener for privacy information.

Jun 4

Left-leaning challenger Lee Jae-myung won South Korea's presidential election, ending three years of conservative rule in a race that was largely a verdict on his ousted predecessor's botched attempt to revive martial law in the longstanding US ally. Lee, a former labor activist, won Tuesday's election with 49.4% of the vote, a comfortable win over Kim Moon-soo of the incumbent People Power Party, according to the final count released by the National Election Commission. The agency, which said voter turnout reached a 28-year high of 79.4%, officially declared Lee as the nation's 21st president at 6:21 a.m. local time on Wednesday. We get more on what's ahead from Rachel Minyoung Lee, Senior Fellow at the Stimson Center's Korea Program. She speaks with Bloomberg's Shery Ahn and Paul Allen. Plus - Asian stocks rose for the first time in four days after data showed the US labor market is holding up despite concerns President Donald Trump's tariff war is pushing the world economy into a downturn. Just days ahead of the US payrolls report, an unexpected increase in job openings buoyed market sentiment, sending the S&P 500 and the Nasdaq 100 higher. That helped offset investor angst after the Paris-based OECD said Trump's combative trade policies have tipped the world economy into a downturn, with the US among the hardest hit. We get some market perspective from Brad Bernstein, Managing Director at UBS Private Wealth Management. See omnystudio.com/listener for privacy information.

Jun 3

Asian shares were off to a tepid start at the open Tuesday after a rebound in big tech drove US stocks higher. Bonds fell as the dollar hit its lowest since 2023. Wall Street kept a close eye on the latest twists in the trade war, with the US extending the exclusion of Section 301 tariffs on some Chinese goods until Aug. 31, according to a notice issued by the US Customs and Border Protection. Trump and Xi Jinping will "likely" speak this week, according to the White House. We talk markets with Adam Coons, Chief Investment Officer at Winthrop Capital Management. Plus - South Koreans head to the polls Tuesday to elect a new president to lead the nation after an attempt to impose martial law at the end of last year triggered its worst constitutional crisis in decades. Opposition Democratic Party nominee Lee Jae-myung was the frontrunner ahead of conservative ruling People Power Party candidate Kim Moon-soo in final polls conducted last week. A third contender, Lee Jun-seok, a former PPP leader now running for the Reform Party, was splitting the conservative vote. The winner will face the challenges of trying to unite a deeply fractured country and restore growth to a shrinking economy that is among the most vulnerable in the world to US President Donald Trump's trade tariffs. For more, we hear from M. Jae Moon, Professor of Public Policy and Management at Yonsei University. He speaks with Bloomberg's Shery Ahn in Seoul. See omnystudio.com/listener for privacy information.

Jun 2

Tariff headlines are once again dominating markets after a legal back-and-forth last week on the status of Trump’s century-high levies. On Friday, President Trump said he would double tariffs on steel and aluminum imports and accused China of violating an agreement with the US to ease levies. We got reaction from Carol Schleif, Chief Market Strategist at BMO Private Wealth. Plus- we go to New Zealand, where demand for 'golden visas' has increased under looser rules. The country has eased its rules in February to attract more foreign investment. We got reaction from Stuart Nash, Former Minister of Economic Development in New Zealand and co-founder of Nash Kelly Global. See omnystudio.com/listener for privacy information.

May 30

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the U.S jobs report. In the UK – a look ahead to the ECB’s monetary policy decision. In Asia – a look ahead to economic data in Vietnam. See omnystudio.com/listener for privacy information.

May 30

A federal appeals court offered President Donald Trump a temporary reprieve from a ruling threatening to throw out the bulk of his sweeping tariff agenda, giving at least some hope to a White House now facing substantial new restrictions on its effort to rewrite the global trading order. Meantime, Asian shares and US stock futures declined as uncertainties around President Trump’s tariffs whipsawed the markets. For more, we spoke to Mary Nicola, Bloomberg MLIV Strategist. Plus - the US equity market advanced as it grappled with several forces such as solid guidance from Nvidia, legal uncertainty around President Trump's trade war and questions about monetary policy. That is after the fact President Trump pushed Federal Reserve Chair Jerome Powell to lower interest rates. We speak to Scott Ladner, Chief Investment Officer at Horizon Investments. See omnystudio.com/listener for privacy information.

May 29

Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for “exponential growth.” The company expects revenue of about $45 billion in the second fiscal quarter, which runs through July. New export restrictions will cost Nvidia about $8 billion in Chinese revenue during the period, but the forecast still met analysts’ estimates. We got reaction from Daniel Newman, CEO of the Futurum Group. Plus - The equity market drifted lower prior to Nvidia's results. We speak to Tim Pagliara, Chairman and Chief Investment Officer, CapWealth. See omnystudio.com/listener for privacy information.

May 28

Wall Street kicked off the week with a rally in stocks as consumer confidence rebounded sharply while the US and the European Union sped up trade talks. A global surge in bonds also helped sentiment. We got reaction from Clark Geranen, Chief Market Strategist at CalBay Investments. Plus - Eastspring Investments just released their mid-year market outlook and said that they see greater upside potential for Asian and emerging markets as the dollar weakens and investors looking to diversify their portfolio. We speak to Vis Nayar, the Chief Investment Officer at Eastspring Investments. See omnystudio.com/listener for privacy information.

May 27

BYD Co. led Chinese electric vehicle stocks lower in Hong Kong on Monday, as investors digested the auto giant’s sweeping price cuts of as much as 34% late last week. We got reaction from Bloomberg's Asia Transport Reporter Danny Lee. Top trade officials from the European Union and China are planning to meet again early next month, another sign that both sides are stepping up engagements as they try to push back against tariff pressure from Donald Trump. News of the sit-down comes as President Trump agreed to extend the deadline for the EU to face 50% tariffs until July 9, following a phone call with Commission President Ursula von der Leyen. We have more from Bloomberg's China Correspondent Minmin Low. Plus - Asian shares fluctuated as investors awaited fresh trade news, with the dollar edging down and the yen rising after the Bank of Japan Governor's comments. For more, we caught up with Joohee An, the CIO of Mirae Asset Global Investments. See omnystudio.com/listener for privacy information.

May 26

At the end of last week, President Donald Trump threatened to impose a 50% tariff on the European Union starting June 1st after complaining the bloc was slow-walking negotiations and unfairly targeting US companies with lawsuits and regulations. Now today, President Trump said he would extend the deadline for the EU to face 50% tariffs until July 9 after a phone call with Commission President Ursula von der Leyen. We get market perspective from Stephanie Leung, Chief Investment Officer at StashAway. Plus - Nippon Steel shares rose after President Trump says he will back a partnership between the Japanese company and US Steel. This comes as Japan is aiming for a trade deal with the US in June. We get reaction from Kurt Tong, Managing Partner at the Asia Group. See omnystudio.com/listener for privacy information.

May 23

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to GDP and personal spending data, and Nvidia earnings. In the UK – a look ahead to Poland's Presidential run off election. In Asia – a look ahead to the upcoming Bank of Korea decision. See omnystudio.com/listener for privacy information.

May 23

Asian shares posted a modest gain early Friday, after a rebound in Treasuries and the dollar eased some concerns about US fiscal policy. A regional stock gauge advanced 0.4% on gains in Japan, Australia and South Korea. US equity-index futures fluctuated in early Asian trading after the S&P 500 ended fractionally lower for its third daily decline. Treasuries steadied after rallying across the curve Thursday on moderating US fiscal concerns. We get market perspective from Eric Sterner, Chief Investment Officer at Apollon Wealth Management. Plus - Bitcoin surpassed $111,000 for the first time, with traders increasingly bullish on the prospects of the original cryptocurrency amid mounting institutional demand and support from Donald Trump's administration. Bitcoin climbed as much as 3.4% on Thursday to hit a record of $111,980, before paring some of the increase. Smaller tokens also rose in a broad rally, with second-ranked Ether at one point up about 7.3%. We get reaction from Peter Chung, Head of Research at quant crypto firm, Presto Research. See omnystudio.com/listener for privacy information.

May 22

Asian shares were mixed and Treasuries continued their slide at the open Thursday following losses in Wall Street on concerns about the US's ballooning deficit. Treasuries fell across the curve Wednesday with long-term debt bearing the brunt as the 30-year yield rose 12 basis points. Tepid demand for a $16 billion sale of 20-year bonds rekindled fears over US government borrowing and budget deficit. That sapped sentiment after a sharp rebound in risk assets over the past month and revealed structural concerns in the bond market. We get some market perspective from Joe Little, Global Chief Strategist at HSBC Asset Management. Traders have been piling into bets that long-term bond yields would surge on concerns over the US's swelling debt and deficits, with Moody's Ratings on Friday lowering the nation's credit score below the top triple-A level. For many, the message was: Unless America gets its finances in order, the perceived risks of lending to the government will rise. We get reaction from Rebecca Walser, President at Walser Wealth Management. See omnystudio.com/listener for privacy information.

May 21

Benchmarks in Australia, South Korea and Japan all climbed in early trading Wednesday, pushing a gauge of Asian shares 0.4% higher. Geopolitical tensions may add headwinds to the markets, which had calmed recently after a month of turmoil from the tariff blitz unleashed by US President Donald Trump. We look at how the tariff story is resonating through the Asia-Pacific with Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity. Plus - oil rose after CNN reported that US intelligence had suggested Israel is making preparations for a possible strike on Iranian nuclear facilities. Stocks in Asia advanced on Wednesday. West Texas Intermediate gained 1.5% to $62.96 a barrel. It's not clear that Israeli leaders had made a final decision to carry out the strikes, CNN said, citing unnamed officials. Contracts for the S&P 500 and the Nasdaq 100 were down 0.1%, paring most of their losses earlier in the day. We get reaction to the day's macro headlines from Brian Vendig, President and Chief Investment Officer at MJP Wealth Advisors. See omnystudio.com/listener for privacy information.

May 20

Asian shares rose for the first time in four days, mirroring gains in the US that placed the S&P 500 index on the brink of a bull market. A regional stock gauge gained 0.5% after the S&P 500 index climbed for a sixth straight day. Shares in Hong Kong advanced 0.3%, with Contemporary Amperex Technology Co. Ltd. jumping 13% in its local debut. Treasuries were steady after whipsawing on Monday with the downgrading of US debt by Moody's Ratings. US equity-index futures edged down while gold dipped 0.1% as haven demand ebbed. We break down the market reaction with Rob Williams, Managing Partner and Chief Investment Strategist at Sage Advisory Services. Plus - could Hong Kong's status as a global financial hub may be entering a new phase? With major listings like CATL and Hengrui Pharmaceuticals drawing significant foreign inflows, Bloomberg Opinion columnist Shuli Ren joins to discuss how the city is offering Chinese firms a path to global capital while sidestepping geopolitical flashpoints. See omnystudio.com/listener for privacy information.

May 19

The dollar edged lower along with US equity-index futures after Moody's Ratings stripped the US government of its top credit rating, citing a ballooning budget deficit it said showed little sign of narrowing. US stock futures declined 0.7% after the ratings were slashed one level to Aa1 from Aaa Friday. A gauge of the dollar weakened 0.3% and Treasuries were little changed at the open Monday. Shares in Japan, Australia and South Korea were weaker at the open. We get reaction from Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report. Plus - holding longer-term Treasuries and importing Japanese cars manufactured in the US are among the possible bargaining chips for Tokyo in its talks with Washington over President Donald Trump's sweeping tariffs, according to the leader of a small but influential opposition party. Yuichiro Tamaki, head of the Democratic Party for the People, said in an interview last week that Japan could offer to reinvest proceeds from maturing US Treasury holdings into super-long bonds in return for concessions on tariffs. Those comments come ahead of the G7 Finance Ministers meeting in Canada this week. We get more on Japan's outlook from Tobias Harris, Founder and Principal at Japan Foresight. He speaks with Bloomberg's Yvonne Man and Avril Hong. See omnystudio.com/listener for privacy information.

May 16

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to a look ahead to home sales data and earnings from Target. In the UK – a look ahead to the Qatar Economic Forum. In Asia – a look ahead to earnings from Baidu. See omnystudio.com/listener for privacy information.

May 16

Asian currencies look poised to benefit from a favorable mix of lower US Treasury yields, softer oil prices, and sustained downward pressure on the greenback. A cautious outlook from Walmart underscores lingering vulnerabilities that may cap gains in US assets. Stateside, traders priced in two Federal Reserve rate cuts this year. Shares in South Korea and Australia climbed early Friday, while Japan's were mixed. US futures inched higher after the S&P 500 rose 0.4% Thursday. JPMorgan Chase CEO Jamie Dimon says recession remains a possibility as tariff fallout continues to buffet global economies. We break down the day's market action with Michael Green, Chief Strategist at Simplify Asset Management. Plus - we'll get earnings from Chinese EV maker XPeng in the week ahead. Linda Lew, China Autos Reporter for Bloomberg News, joins for a preview. See omnystudio.com/listener for privacy information.

May 15

Stocks in Asia fell early Thursday for the first time in five sessions as the rally on Wall Street sparked by US-China trade talks showed signs of exhaustion, on speculation stocks have run too fast amid risks stemming from a trade war to an economic slowdown and sticky inflation. Japanese and Australian stocks edged lower, while a gauge of US-listed Chinese companies climbed 1.2% on Wednesday. Tencent Holdings Ltd.'s revenue grew at its fastest pace in more than three years. We get a look at the market landscape with Mark Konyn, Chief Investment Officer at AIA Group. Stateside, the S&P 500 edged up just 0.1%. Most sectors fell, but big tech climbed. Boeing Co. gained on its largest-ever deal, with Qatar Airways placing an order for long-range jets during a visit to Doha by Donald Trump. The dollar erased losses as Bloomberg News reported the US is not working to include currency policy pledges in trade accords. Bond yields rose as Federal Reserve rate-cut bets receded. We get the views of John Creekmur, Chief Investment Officer at Creekmur Wealth Advisors. See omnystudio.com/listener for privacy information.

May 14

Asian stocks traded in narrow ranges early Wednesday after US benchmarks wiped out their 2025 losses on signs the global trade war is cooling and after US inflation climbed less than forecast. Equities were mixed in Japan while they crept lower in Australia. US contracts were little changed after chipmakers led Tuesday's rally on Wall Street, following news Nvidia and Advanced Micro Devices will supply semiconductors to Saudi Arabian firm Humain for a data-center project. We get a look at the market landscape with Todd Walsh, CEO and Chief Technical Analyst at Alpha Cubed Investments. Plus - former US Ambassador to China Nick Burns warns that the US-China trade war has effectively become a trade embargo, driven by extreme tariffs and deepening strategic rivalry. Burns stresses that the worlds two largest global economies must strike a deal within 90 days to prevent long-term economic decoupling. He speaks with Bloomberg's David Gura. See omnystudio.com/listener for privacy information.

May 13

Asian stocks followed gains in US equities on optimism the US-China trade truce marks the end to an all-out tariff war. Shares in Australia and Japan jumped at the open after the S&P 500 closed more than 3% higher. Japan's Topix gained for a 13th day, putting it on track for it longest winning streak in 16 years. A gauge of US-listed Chinese stocks surged 5.4% on Monday in its best session in over two months. The dollar was little changed in Asia after jumping Monday. The return of risk appetite came as trade negotiators from the world's two biggest economies announced Monday a massive de-escalation in tariffs. In a carefully coordinated joint statement, the US slashed duties on Chinese products to 30% from 145% for a 90-day period, while Beijing dropped its levy on most goods to 10%. We get reaction from Brian Krawez, President and Lead Portfolio Manager at Scharf Investments. Plus - stocks in Pakistan and India rallied Monday as a ceasefire agreement between the two nuclear-armed neighbors calmed markets that had been shaken by military clashes on their border. Pakistan's stock benchmark KSE-30 Index closed 9.3% higher, the most since 2008, in a rally that triggered an hour-long trading halt. The NSE Nifty 50 Index rose 3.8% in Mumbai, as both nations stepped back from the brink of war, allowing market participants to turn their focus back to the economic outlook for the South Asian nations. We take a closer look at the outlook for Indian equities with Peeyush Mittal, Portfolio Manager at Matthews Asia. See omnystudio.com/listener for privacy information.

May 12

The US and China both reported "substantial progress" after two days of talks in Switzerland aimed at de-escalating a trade war, marking what Chinese Vice Premier He Lifeng called "an important first step" toward resolving differences. While neither side immediately announced specific measures on Sunday, He said the world's two biggest economies agreed to create a mechanism for further talks, led by US Treasury Secretary Scott Bessent and himself. Bessent said the US would share details on Monday and He promised a joint statement. We get analysis from Alicia Garcia Herrero, Chief APAC Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts. Plus - Japanese stock futures rose on optimism the US-China trade tension may begin to de-escalate after those talks. The Nikkei 225 has climbed 5% through Friday since US President Donald Trump announced so-called reciprocal tariffs on April 2nd, among the best performing major markets. Japan last month was one of the first countries to formally engage in talks with the US, though an agreement is yet to be made. For more on Japan's outlook, we hear from Jean Eric Salata, Chairperson at EQT Asia. See omnystudio.com/listener for privacy information.

May 9

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S eco data and earnings from the retail giant, Walmart. In the UK – a look ahead to Portugal’s general election. In Asia – a look ahead to Japan industrial production, PPI, and GDP data. See omnystudio.com/listener for privacy information.

May 9

Asian stocks inched higher at the Friday open after US President Donald Trump announced a trade framework with the United Kingdom and signaled tariffs on Chinese goods may fall if upcoming talks go well. Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer are set to meet with Chinese Vice Premier He Lifeng in Switzerland on Saturday. For some analysis, we hear from Claire Reade, Senior Counsel at Arnold & Porter and former Assistant US Trade Representative for China Affairs. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts. Stateside - markets rose Thursday on optimism about the China talks, as well as Trump's UK announcement. The S&P 500 extended gains to session highs, climbing about 1.5%, as Treasuries, gold and haven currencies lost steam. We get reaction from Eli Lee, Chief Investment Strategist at Bank of Singapore, and Derek Wallbank, Bloomberg News Senior Editor in Singapore. See omnystudio.com/listener for privacy information.

May 8

Asian stocks traded in a tight range Thursday after the Federal Reserve reiterated it isn't in a rush to lower interest rates, and investors awaited the trade negotiations between China and the US. Stateside, the S&P 500 halted a two-day slide, led by chipmakers as Bloomberg News reported that the Trump administration plans to rescind Biden-era curbs for the industry. For more on the day's market outlook, we heard from Alex Wolf, Head of Asia Investment Strategy at JPMorgan Private Bank. He speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts. Plus - President Donald Trump said Wednesday that he's unwilling to preemptively lower tariffs on China in order to unlock more substantive negotiations with Beijing on trade. His comments come ahead of bilateral talks between Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng this weekend in Switzerland. We get the latest from Bloomberg's US Treasury Reporter, Dan Flatley, along with Bloomberg's China Correspondent, Minmin Low. See omnystudio.com/listener for privacy information.

May 7

India's government said it conducted targeted military strikes against Pakistan early Wednesday, a widely anticipated move after it pledged retaliation for a militant attack last month in Kashmir that killed 26 people. Pakistan said it shot down five Indian airplanes in retaliation. The downing of the jets are not "hostile acts" and Pakistan was defending its territory, according to the country's Defense Minister, Khawaja Muhammad Asif. He speaks with Bloomberg's Shery Ahn and Paul Allen. Plus - US Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer will travel to Switzerland later this week for trade talks with China led by Vice Premier He Lifeng, jump-starting negotiations between the two nations. The visit was announced in statements Tuesday from the Chinese and US governments. It will be the first confirmed trade talks between the countries since President Donald Trump announced sweeping tariffs, led by punishing levies on China. We get reaction from Romy Varghese, Bloomberg News Politics Editor, and Bloomberg China Correspondent, Minmin Low. See omnystudio.com/listener for privacy information.

May 6

A gauge of the dollar rose 0.3% after declining Monday as speculation around potential trade deals sparked an extraordinary spike in Taiwan's dollar and resonated across global foreign exchange markets. The MSCI Emerging Markets Currency Index rose 0.6% to a record. US stock futures edged lower after the S&P 500 halted its longest rally in about 20 years. We get a look at the market landscape with Suresh Tantia, Chief Investment Officer and APAC Strategist at UBS Global Wealth Management. He speaks to Bloomberg's Shery Ahn and Haidi Stroud-Watts. Plus - oil dropped during New York's Monday session after OPEC+ agreed to another large output increase, raising concern that additional supply could lead to a global glut just as the trade war threatens demand. We get reaction from Vandana Hari, Founder at VANDA Insights. See omnystudio.com/listener for privacy information.

May 5

Financial markets have steadied in the past two weeks - the S&P 500 on Friday posted its longest winning streak in two decades - amid signs that talks with Asian nations are progressing and trade tensions between China and the US are thawing. President Donald Trump also said in an interview Sunday that he's willing to lower the tariff on Chinese imports to spur trade. Sentiment is also being supported after robust US jobs data alleviated concerns of a deep US recession. We hear from Kerry Craig, Global Market Strategist at JPMorgan Asset Management. He speaks to Bloomberg's Shery Ahn and Haidi Stroud-Watts. Plus - Prime Minister Anthony Albanese won a significant victory for his center-left Labor Party on Saturday, becoming the first Australian leader to win consecutive elections in over two decades. For some analysis, we heard from Diana Mousina, Deputy Chief Economist at AMP, and Andrea Carson, Professor of Political Communication at La Trobe University. See omnystudio.com/listener for privacy information.

May 2

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to next week’s Fed decision and earnings from Walt Disney. In the UK – a look ahead to the challenges facing Germany’s next Chancellor. In Asia – a look ahead to a look ahead to economic data in China. See omnystudio.com/listener for privacy information.

May 2

Asian stocks edged up and US equity-index futures reversed losses Friday after China said it's evaluating possible US trade talks, boosting optimism that tariff tensions will tamp down. China's Commerce Ministry said in a Friday statement that it had noted senior US officials repeatedly expressing their willingness to talk to Beijing about tariffs, and urged officials in Washington to show "sincerity" towards China. Meanwhile, Japanese shares gained 1.2% on optimistic comments from Japan's chief trade negotiator on their own talks. We get reaction to the day's market headlines from David Finnerty, Bloomberg FX and Rates Strategist in Singapore. Plus - the S&P 500 has gained for eight consecutive days, its longest run since August, amid increased optimism that trade tensions are waning since President Donald Trump announced century-high levies April 2nd. Investors will turn their attention to the US jobs report due Friday, the last piece of significant data this week, after disappointing earnings from Apple Inc. and Amazon Inc. We speak with Bill Adams, Senior Vice President and Chief Economist at Comerica Bank. See omnystudio.com/listener for privacy information.

May 1

US equity futures rallied Thursday on stronger-than-expected tech earnings and signs the Trump administration may be close to announcing the first round of trade deals to reduce planned tariffs. The advance for US futures came after the S&P 500 erased an intraday drop of more than 2% Wednesday to close 0.2% higher. Shares in Japan and Australia both edged lower Thursday. A number of markets are shut for holidays across Asia including Mainland China, Hong Kong, Singapore and India. Meantime, the outcome of Australia's tight federal election could be the next catalyst for local assets as a tariff standoff between the US and China continues to rattle markets. We preview Saturday's federal election with Bloomberg's Paul Allen in Sydney. Plus - contracts for the S&P 500 and Nasdaq 100 both gained at least 0.9%, helped by a post-market rally for Microsoft Corp. and Meta Platforms Inc. following their bullish corporate results. Microsoft posted better-than-expected sales, while Meta also exceeded analysts' sales forecasts, suggesting customer demand hasn't been rattled by tariffs. We discuss the day's Mag Seven earnings and the latest eco data out of the US with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. See omnystudio.com/listener for privacy information.

Apr 30

As the S&P 500 closed higher for five consecutive sessions, the American equity benchmark posted its longest winning streak since November. Monday marked the fifth time in the past month the index fully wiped out an intraday gain or drop of 1% or more. The number of reversals already matches the total seen in the entire year of 2024. After the US close, President Donald Trump renewed criticism of Federal Reserve Chairman Jerome Powell as he championed his economic policies and tariff regime during a Tuesday event to mark his 100th day in office. We break down Trump's remarks with Joe Mathieu, Host of Bloomberg's Balance of Power. As uncertainty around US tariffs looms over global markets, investors in Asia are looking ahead to key economic data from China to get a sense of the macro environment. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - four of the so-called Magnificent Seven - Microsoft Corp., Apple Inc., Meta Platforms Inc. and Amazon.com Inc. - are due to report earnings this week. Analysts expect the group — which also includes Google-parent Alphabet, Tesla Inc. and Nvidia Corp. — to deliver an average of 15% profit growth in 2025, a forecast that's barely budged since the start of March despite the flareup in trade tensions. We preview the numbers with David Nicholson, Chief Research Officer at The Futurum Group. See omnystudio.com/listener for privacy information.

Apr 29

The Asian Development Bank has lowered its growth forecast for Asia further after the region found itself the hardest hit by tariffs from the US. The multilateral institution said those tariffs will shave growth in the region by a third of a percentage point in 2025 and a full percentage point in 2026. In its annual outlook report released Wednesday - numbers for which were calculated before the April 2 tariff announcements by President Donald Trump - ADB forecast growth in emerging Asia to moderate to 4.9% in 2025 and 4.7% in 2026. ADB President Masato Kanda speaks exclusively with Bloomberg's Shery Ahn in Tokyo. Plus - a late-day wave of dip buying in the US erased losses in stocks, with Wall Street investors awaiting a slew of corporate earnings and economic data for insights on the impacts of President Donald Trump's tariff war. As the S&P 500 closed higher for five consecutive sessions, the American equity benchmark posted its longest winning streak since November. Monday marked the fifth time in the past month the index fully wiped out an intraday gain or drop of 1% or more. The number of reversals already matches the total seen in the entire year of 2024. We take a look at the US economy with Clayton Triick, Head of Portfolio Management at Angel Oak Capital Advisors. See omnystudio.com/listener for privacy information.

Apr 28

Asian shares gained in a cautious start to the week as investors await progress in US trade negotiations with the region and signs of further stimulus from China. The dollar was steady against major peers and US equity-index futures edged lower in early trading Monday. Contracts in Japan signal a gain when cash markets reopen after the yen weakened on Friday, while those in Australia and Hong Kong were little changed. We talk FX and currencies with Peter McGuire, CEO at Trading.com Australia. Plus - US stocks notched their longest advance in three months on Friday, while bonds and the dollar climbed amid increasing expectations the Federal Reserve could ease policy again in the first half of this year as the US economy softens. Worries about the economic fallout from tariffs drove US consumer sentiment to one of its lowest readings on record while long-term inflation expectations climbed to the highest since 1991. Investors will focus on key economic data this week - including the US jobs report and gross domestic product data - to see if the the recent steadiness in markets will continue as tariff tensions tamp down. We preview the week's eco data with Lawrence Werther, Chief US Economist at Daiwa Capital Markets. See omnystudio.com/listener for privacy information.

Apr 25

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the April jobs report and big tech earnings. In the UK – a look ahead to local elections. In Asia – a look ahead to China PMI data. See omnystudio.com/listener for privacy information.

Apr 25

Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.

Apr 25

President Donald Trump said Thursday that his administration was talking with China on trade, after Beijing denied the existence of negotiations on a deal and demanded the US revoke all unilateral tariffs. The Chinese Commerce Ministry dismissed speculation that progress has been made in bilateral communications, saying "any reports on development in talks are groundless," while urging the US to "show sincerity" if it wants to make a deal. We discuss the latest on the trade war with David Chao, Global Market Strategist, APAC at Invesco. Plus - Fed Governor Christopher Waller said he'd support rate cuts in the event aggressive tariff levels hurt the jobs market, speaking in an interview on Bloomberg Television. Cleveland Fed President Beth Hammack says the central bank could move on rates as early as June if it has clear evidence of the economy's direction. We dissect the latest Fed speak with Steven Schoenfeld, CEO at MarketVector Indexes. See omnystudio.com/listener for privacy information.

Apr 24

Asian stocks traded in a tight range Thursday as a global relief rally started to give up momentum after mixed signals from the Trump administration on its plans for China tariffs. A regional gauge of stocks swung between small gains and losses as market enthusiasm got curbed after Treasury Secretary Scott Bessent cast doubt on a timely resolution to the US-China trade war. That trimmed the S&P 500's gain Wednesday to 1.7%. The yen reversed two days of losses and the dollar weakened in early Asian trade. Gold jumped 1.4% in increased demand for the traditional safe-haven asset. Global equities and long-dated Treasuries rose on Wednesday on signs US President Donald Trump is rethinking the most-aggressive elements of his stances on trade and the Federal Reserve. We get reaction to the day's headlines from Mark Cranfield, Bloomberg MLIV Strategist in Singapore. Plus - SK Hynix reported a 158% jump in March-quarter operating income, driven in part by stockpiling ahead of US tariffs, and maintained its forecast for a doubling in demand for high-bandwidth memory. The company warned of increased volatility in the second half of 2025 due to uncertainty surrounding US tariffs, despite resilient demand for AI memory chips from big tech providers. We hear from SK Kim, Executive Director at Daiwa Securities. See omnystudio.com/listener for privacy information.

Apr 23

Stocks jumped and the dollar rose after President Donald Trump said he had no intention of firing Federal Reserve Chair Jerome Powell while optimism grew that trade tensions may be easing. Trump's comments on the Fed chief late Tuesday in Washington walk back opinions expressed earlier in the week that sparked concerns about the US central bank's independence. Progress in various trade talks also helped improve market sentiment after investors had broadly retreated from US assets this month following the announcement of century-high levies. We break down the themes driving volatility with Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers. Plus - US Treasury Secretary Scott Bessent told a closed-door investor summit Tuesday that the tariff standoff with China cannot be sustained by both sides and that the world's two largest economies will have to find ways to de-escalate. That de-escalation will come in the very near future, Bessent said during an event hosted by JPMorgan Chase & Co. in Washington, which wasn't open to the public or media. He characterized the current situation as essentially a trade embargo, according to people who attended the session. We talk tariffs and trade policy with Tom Bruce, Macro Investment Strategist at Tanglewood Total Wealth Management. See omnystudio.com/listener for privacy information.

Apr 22

Asian stocks edged down at the open after US President Donald Trump's criticism of Federal Reserve Chair Jerome Powell raised concerns about the central bank's independence and sparked a selloff in US assets. We get reaction from JoAnne Bianco, Partner & Senior Investment Strategist at BondBloxx Investment Management. Plus - late Monday, Japan's Prime Minister Shigeru Ishiba said Japan won't concede to all US demands in trade talks, citing the need to protect national interests. Those comments come as a second round of trade talks between Tokyo and Washington are expected in the coming days. Suntory Holdings Chairman and CEO Takeshi Niinami says the current situation regarding US tariffs is "really concerning." Niinami, who also serves as Senior Economic Advisor to Prime Minister Ishiba, speaks with Bloomberg's Shery Ahn in Tokyo. See omnystudio.com/listener for privacy information.

Apr 21

Officials from Japan and South Korea are slated to begin trade negotiations with the United States this week. Early Monday, China's Ministry of Commerce said it firmly opposes any party reaching a deal at the expense of China’s interests. Those comments came as China claims Washington is using tariffs to coerce other countries to restrict economic and trade exchanges with Beijing. We get more perspective from Naomi Fink, Chief Global Strategist at Nikko Asset Management. She speaks with Bloomberg's Shery Ahn and Paul Allen. Plus - Chicago Fed President Austan Goolsbee warned against efforts to curtail the central bank’s independence, days after President Donald Trump expressed his displeasure with Fed Chair Jerome Powell. Last week, Trump posted on Truth Social that Powell’s “termination cannot come fast enough!” He hasn’t clarified whether that means he intends to find a way to fire the Fed chief, or is simply eager for Powell’s term to end as scheduled in May 2026. We get reaction from Alicia Garcia Herrero, Chief APAC Economist at Natixis. See omnystudio.com/listener for privacy information.

Apr 18

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to home sales data and Tesla earnings. In the UK – a look ahead to how companies across Europe and beyond are preparing to share their latest financial performances with the market. In Asia – a look ahead to how some Chinese companies are looking to skirt U.S President Donald Trump’s tariffs. See omnystudio.com/listener for privacy information.

Apr 18

Japanese stocks rose in the early Friday session as expectations for progress in trade negotiations between the US and the European Union supported automotive-related sectors. Most Asian markets are shut for the Good Friday holiday. Data released Friday showed Japan's consumer inflation advanced last month, supporting the central bank's stance on a gradual rate hike path before US tariff measures clouded the economic outlook. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Stateside - a rebound in US stocks evaporated this week after Chair Jerome Powell pushed back on the idea of the Federal Reserve stepping in to bolster markets, rankling President Donald Trump who touted a smattering of deals Thursday. We cap off the trading week with insights from James Demmert, Founder and Chief Investment Officer at Main Street Research. See omnystudio.com/listener for privacy information.

Apr 17

On this special holiday edition of Bloomberg Daybreak US edition, host John Tucker discusses President Trump recent criticism of Fed Chair Powell with Michael McKee and Stuart Paul. He also talks about ETF inflows with Eric Balchunas and looks at the future of antitrust litigation with Jennifer Rie. See omnystudio.com/listener for privacy information.

Apr 17

On today's episode, we take a look at the impact of how US tariffs are reverberating through the global automotive industry. Ford Motor Company is preparing to raise prices on cars rolling off assembly lines starting next month if President Donald Trump doesn't deliver on the tariff relief he's hinted at for automakers, while Chinese EV maker Xpeng is ramping up its global expansion -- despite the intensifying trade war between Washington and Beijing, and the European Union's punitive tariffs against Chinese cars. We speak with Dr. Stephen Dyer, Head of the Asia Automotive Practice at AlixPartners. Plus - Warnings from Chair Jerome Powell that trade tensions risk undermining the Federal Reserve's employment and inflation goals whipped up fresh volatility on Wall Street Wednesday, with stocks resuming sharp declines while haven assets like Treasuries and gold surged. We unpack the day's market moves with Shams Afzal, Managing Director at the Carnegie Investment Counsel. See omnystudio.com/listener for privacy information.

Apr 16

Asian stocks edged lower and US equity-index futures dropped at the open as trade conflicts showed no signs of abating. Nvidia said the US put new restrictions on some chip exports to China. Contracts for the Nasdaq 100 fell more than 1.5% and S&P 500 futures retreated 1% after Nvidia slumped in after-hours trading. That’s even as results from Wall Street’s financial heavyweights on Tuesday underscored an equity-trading boon and still-healthy consumers and businesses. We discuss the day's market headlines with Ken Stern, President and CEO at Lido Advisors. Plus - TikTok users in the US are being inundated with videos from Chinese influencers encouraging American buyers to overcome punitive Trump tariffs by buying direct from the “world’s factory” — China. Mostly filmed at Chinese factories purporting to supply top US brands from Lululemon Athletica to Nike, the influencers aim to “expose” how the vast majority of consumer goods are made in the world’s second-largest economy. Colum Murphy, China EcoGov Reporter for Bloomberg News, joins us from Beijing to break down the story. See omnystudio.com/listener for privacy information.

Apr 15

Speaking exclusively to Bloomberg, Treasury Secretary Scott Bessent played down the recent selloff in the bond market, rejecting speculation that foreign nations were dumping their holdings of US Treasuries. In her latest column, Bloomberg Opinion's Shuli Ren writes China is done retaliating against President Donald Trump's exorbitant tariffs, calling the administration's actions a "joke" that it no longer considers worthy of matching. The question now is whether President Xi Jinping will find a more potent weapon to strike back - such as its $760 billion worth of Treasury securities. We get her reaction to Bessent's comments. Plus - a degree of calm returned to Wall Street, with stocks and bonds notching a twin rally after a tumultuous week in the grip of President Trump's disruptive trade war. We get reaction to the day's market action from Ross Mayfield, Investment Strategist at Baird. See omnystudio.com/listener for privacy information.

Apr 14

On today's episode - US President Donald Trump pledged he will still apply tariffs to phones, computers and popular consumer electronics, downplaying a weekend exemption as a procedural step in his overall push to remake American trade. We preview the trading week ahead with Chuck Cumello, President and CEO at Essex Financial Services. Asian stocks advanced at the open after Washington issued the pause on import duties on a range of consumer electronics, lifting sentiment after a volatile week for markets. We get more perspective on the escalating US-China trade war and what it means for Asian markets with Mark Matthews, Head of Asia Research at Julius Baer. He speaks with Bloomberg’s Shery Ahn and Haidi Stroud-Watts. See omnystudio.com/listener for privacy information.

Apr 11

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S Retail sales and earnings from Netflix. In the UK – a look ahead to next week’s ECB meeting. In Asia – a look ahead to earnings from TSMC. See omnystudio.com/listener for privacy information.

Apr 11

A gauge of Asian stocks is on track for its third consecutive week of decline as market relief turned to angst after the White House clarified US tariffs on China rose to 145%. US Treasuries resumed a selloff from earlier in the week. Equity-index futures for the S&P 500 retreated 1%. In a sign investors are seeking havens and non-US alternatives, the euro soared as much as 1.6%, the yen strengthened and gold set a new high. We check in with Mark Cranfield, Bloomberg MLIV Strategist in Singapore. Less than 24 hours after President Donald Trump backtracked on his broader, once-in-a-century trade war to prevent a meltdown in financial markets, frantic selloffs hit US stocks, bonds and the dollar Thursday as fears of a worldwide recession engulfed Wall Street. We get some market perspective from Patrick Kennedy, Founding Partner at AllSource Investment Management. See omnystudio.com/listener for privacy information.

Apr 10

Asian stocks posted their biggest jump in more than two years as global financial markets rebounded after US President Donald Trump paused most of his sweeping reciprocal tariffs. Treasuries rallied after a tumultuous session. Trump announced a 90-day pause on the new tariffs that hit dozens of trading partners Wednesday. However, he raised duties on China to 125%. That came after the Asian nation retaliated and said it will raise levies on US goods to 84%. We get some perspective from Chi Lo, Senior Market Strategist at BNP Paribas Asset Management. Stateside - Trump’s pledge to pause those tariffs ignited the biggest burst of buying Wall Street has seen since 2008. After narrowly avoiding a bear market, the S&P 500 staged a historic bounce from a selloff that wiped out trillions from global share prices amid the specter of a full-blown trade war that fueled fears of a US recession. The equity benchmark soared 9.5%, the most since the global financial crisis, while the Nasdaq 100 surged 12% as euphoria gripped markets after four days of bruising, high-volume trading. Nearly every stock in major gauges rose. We break down the day's price action with Rebecca Walser, President at Walser Wealth Management. See omnystudio.com/listener for privacy information.

Apr 9

Stocks sank and Treasuries sold off in Asia Wednesday morning, as financial markets were hit by fresh turmoil after US President Donald Trump ratcheted up the pressure on China and pledged to push ahead with sweeping global tariffs. Bloomberg Opinion's Karishma Vaswani says Washington's tariffs are driving Asian nations to strengthen cooperation with each other and consider drifting back towards China, which could erode American credibility and strategic edge in the Indo-Pacific. She joins the program to discuss her latest column. Plus - The S&P 500 fell 1.6% as trade threats between the US and China knocked down stocks, leaving it on the brink of a bear market. Former Treasury Secretary Lawrence Summers warned that the US is now likely headed toward a recession, with potentially 2 million Americans put out of work, thanks to those tariff increases. We get reaction from Stuart Thomas, Founding Principal at Precidian Investments. See omnystudio.com/listener for privacy information.

Apr 8

Asian shares bounced back after a record selloff, as Japan lead gains on expectations that it will get priority in trade talks with US President Donald Trump’s administration. China slammed the US for threatening to raise its tariffs and pledged to retaliate if Washington follows through, raising the stakes of the trade war between the world’s two largest economies. We get some market perspective from Stephanie Leung, Chief Investment Officer at StashAway. On Monday, Trump threatened to slap additional 50% import taxes on China, while readying negotiations with Japan and Israel, leaving markets struggling to grasp his intentions for his sweeping tariff plans. Fears of an economic downturn led to sharp swings in US markets with the S&P 500 index nearing a bear market before finishing slightly down as investors absorbed further tariff news. We unpack the stateside reaction with Ahmed Riesgo, Chief Investment Officer at Insigneo. See omnystudio.com/listener for privacy information.

Apr 7

A flight from global equities accelerated Monday and investors piled into haven assets as the fallout from US President Donald Trump’s tariffs deepened after China slapped retaliatory measures. From Sydney to Tokyo, Asian stocks plunged at the open along with commodities such as oil and copper. Trading of Nikkei 225 and Topix futures was suspended earlier as a circuit breaker was triggered due to a glut of sell orders, according to a notice on Japan Exchange Group's website. Yields on two-year Treasuries, the most policy sensitive bonds, dropped as much as 22 basis points while the Japanese yen and Swiss franc surged. Chinese stocks are bracing for a grim day when trading resumes after an extended weekend, during which Beijing announced 34% tariffs on all imports from the US. A gauge of US-listed Chinese shares fell 8.9% on Friday. For perspective on the week ahead for markets, we speak with Helen Zhu, Chief Investment Officer and Managing Director at NF Trinity. The tariff moves underscore the heightened concerns across financial markets as Trump attempts to reshape the global trade in Washington’s favor, increasing the risk of a recession. Federal Reserve Chair Jerome Powell made clear that the central bank won’t rush to react to the tariffs, which are likely to have a significant effect on the US economy, including slower growth and higher inflation. We explore what the global selloff could mean for monetary policy with Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management. See omnystudio.com/listener for privacy information.

Apr 4

Markets wrap up a turbulent week as Asian shares fall to the lowest level in two months, extending a global selloff in stocks after President Donald Trump’s latest tariff measures drove investors into haven assets. Stateside, the S&P 500 tumbled more than 4.8% for its worst single-day drop since 2020. We speak with Garfield Reynolds, Bloomberg MLIV Asia team lead in Sydney. Plus - Steve Brice, Chief Investment Officer at Standard Chartered Wealth Solutions, shares how he’s navigating the recent market volatility. He speaks with Bloomberg’s Haidi Stroud-Watts and Paul Allen. See omnystudio.com/listener for privacy information.

Apr 3

This is a special edition of the Bloomberg Daybreak: US Edition podcast. Subscribe to the show: on Apple: http://bit.ly/3DWYoAN on Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9 On today's episode: President Donald Trump imposed the steepest American tariffs in a century as he steps up his campaign to reshape the global economy, sparking threats of retaliation and a selloff in markets around the world.Trump announced Wednesday he will apply at least a 10% tariff on all exporters to the US, with even higher duties on some 60 nations, to counter large trade imbalances with the US. That includes some of the country’s biggest trading partners, such as China — which now faces a tariff of well above 50% on many goods — as well as the European Union, Japan and Vietnam.“For years, hard-working American citizens were forced to sit on the sidelines as other nations got rich and powerful, much of it at our expense,” Trump said during an event in the White House Rose Garden to unveil the so-called reciprocal tariffs. “Now it’s our turn to prosper.”The move marks a dramatic escalation in Trump’s trade war, one that risks triggering retaliation from other countries and upends calculations for businesses and consumers at home. China and the EU, America’s largest trading partner, both said they were preparing to take countermeasures in response.The US president has embraced tariffs as a tool to assert US power, revive manufacturing at home and exact geopolitical concessions — counter to the decades-old consensus that lower trade barriers help to foster ties among nations and prevent conflicts. Economists say the near-term result of his measures will likely be higher US prices and slower growth — or perhaps even a recession.Global financial markets were hit by a sweeping selloff after Trump’s announcement, with US equity futures slumping as much as 4%.Gold hit an all-time high and the traditional haven Japanese yen soared, while China maintained its daily support of the yuan. Ten-year Treasury yields fell toward the closely-watched 4% level, their lowest since October.Read More: Fear Grips Markets as Trump Tariffs Raise Risks to Global GrowthLess than three months after returning to the White House, Trump has already erected trade barriers that are bigger by some measures than those imposed in the notoriously protectionist 1930s. Bloomberg Economics calculates that the effective tax rate the US now charges on more than $3 trillion of imported goods may climb to around 23% — higher than any point in more than a century.A statement published Wednesday by the United States Trade Representative explained the Trump administration calculated its raft of new tariffs primarily based on existing trade balances. Countries running a trade surplus with the US faced a flat 10% rate regardless, as did nations where trade was roughly even.There’s a small difference in the tariff rates first announced by Trump and more than a dozen of those listed in the annex that accompanied the White House executive order. For countries like South Korea, Myanmar, Pakistan and India, the rates in the annex are about 1 percentage point higher than the initial announcement.The 10% baseline charge on everyone takes effect after midnight Saturday. The higher duties on targeted countries — which replace, rather than add on top of the 10% rate — are due to kick in on April 9, the White House said.Read More: List of Reciprocal Tariffs by CountryFor now, the new measures don’t include Canada and Mexico, which are embroiled in a separate on-and-off tariff dispute with the US. They also won’t apply to some products that are subject to separate duties tied to so-called Sec. 232 investigations such as autos, semiconductors and lumber.The reciprocal tariffs were “much worse than we feared,” said Mary Lovely, a senior fellow at the Peterson Institute for International Economics. There’ll be “huge implications for rerouting of trade,” she said.The president, who’s sought to frame his trade plans as a boost for his blue-collar voters, was joined in the Rose Garden by union members and workers from various industries — including a retired autoworker who spoke on stage. Later, Trump brandished large boards during his 48-minute address to display each nation’s new rate. See omnystudio.com/listener for privacy information.

Apr 3

President Donald Trump imposed the steepest American tariffs in a century, stepping up his campaign to reshape the global economy and unnerving investors who see a trade war as a risk to US growth. Trump announced Wednesday he will apply at least a 10% tariff on all exporters to the US, with even higher duties on some 60 nations to counter large trade imbalances with the US. That includes some of the country’s biggest trading partners, such as China — which now faces a tariff of well above 50% on many goods — as well as the European Union, Japan and Vietnam. We get reaction from Bloomberg's Shawn Donnan, Senior Economics Writer for Bloomberg News in Washington. Treasury Secretary Scott Bessent is urging US trading partners against taking retaliatory steps against Trump’s new set of tariffs. He spoke with Bloomberg's Annmarie Hordern following the tariff announcement. Plus - China vowed to retaliate after being hit with Donald Trump’s biggest tariffs yet, which threaten to decimate trade between the world’s largest economies. The Chinese Ministry of Commerce condemned the US levies and pledged to hit back with unspecified measures in a statement Thursday, adding that the sweeping tariffs threatened the stability of global supply chains. We speak with Jenni Marsh, China EcoGov Team Leader for Bloomberg News. See omnystudio.com/listener for privacy information.

Apr 2

President Donald Trump’s deliberations over his plans to impose reciprocal tariffs are coming down to the wire, with his team said to be still finalizing the size and scope of the new levies he is slated to unveil on Wednesday afternoon. Asian stocks edged lower as traders grapple with how to position themselves ahead of the planned 4pm Eastern time White House announcement. We speak with David Finnerty, Bloomberg FX and Rates Strategist in Singapore. Plus - how those new tariffs may stand to affect the risk landscape in emerging markets. We get some perspective from Jeff Grills, Head of EM Debt at Aegon Asset Management. See omnystudio.com/listener for privacy information.

Apr 1

On today's episode, a discussion on how the latest bouts of market volatility ahead of new reciprocal tariffs from the Trump White House may be giving investors pause. We speak with Brad Bernstein, Managing Director at UBS Private Wealth Management. Plus - how the rollout of those tariffs later this week may drive emerging-market volatility, and why Asian markets may be at risk given the large trade imbalance with the United States. We hear from Aoifinn Devitt, Chief Global Market Strategist at Moneta Group Investment Advisors. See omnystudio.com/listener for privacy information.

Mar 31

Apple CEO Tim Cook visited China last week for his first visit of the year, amid a burgeoning trade war with the US. He met with officials in Beijing, stopped by a local Apple store and visited students in Hangzhou, among other events. The trip could serve as a case study in how multi-national corporations will navigate business across the Pacific. We explore how Apple's deep business ties in China may be impacted by upcoming reciprocal tariffs with Catherine Thorbecke, Bloomberg Opinion Columnist in Tokyo. Plus - we look at how this week's tariffs and a number of other key economic events may resonate through global markets. We're joined by James Abate, Managing Director & Chief Investment Officer at Centre Asset Management. See omnystudio.com/listener for privacy information.

Mar 28

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. • In the US – a preview of US March jobs and a look at the potential impact of auto tariffs. • In the UK – an assessment of NATO's position amid growing global tensions. • In Asia – a preview of the Reserve Bank of Australia's next rate decision. See omnystudio.com/listener for privacy information.

Mar 28

On today's episode, we explore how concerns about the upcoming ‘reciprocal tariffs’ from the US and a widening trade war are weighing on investors’ appetite for risk. Willem Sels, Global CIO at HSBC Global Private Banking and Wealth, joins us from Hong Kong fresh off of HSBC's Global Investment Summit. Plus - a discussion on how trade risks are weighing on the Federal Reserve's fight against inflation. We speak with Gene Goldman, Chief Investment Officer at Cetera Financial Group. See omnystudio.com/listener for privacy information.

Mar 27

On today's episode, Asian equities declined at the open Thursday after President Donald Trump’s latest trade salvo scuppered demand for riskier investments. Shares of Toyota Motor Corp. and Hyundai Motor Co. were among automakers slumping in Asia after Trump unveiled a new 25% tariff on all automobiles imported into the United States. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - a look at how this expanding global trade war is being digested by Wall Street. Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, joins the program. See omnystudio.com/listener for privacy information.

Mar 26

On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after seeing signs of fourth-quarter earnings beats. Similarly, strategists at Goldman Sachs expect more fundamental upside to the recent rally as more positive earnings revisions should be coming. We speak with Shuli Ren of Bloomberg Opinion for a closer look. Plus - Asian stocks posted modest gains on Wednesday as investors searched for a clear direction amid weaker US consumer confidence, tariff uncertainty and a late rally in US equities. We get some insights on the American economy from Bill Campbell, Global Bond Portfolio Manager at DoubleLine. See omnystudio.com/listener for privacy information.

Mar 25

On today's episode, Federal Reserve Bank of Atlanta President Raphael Bostic says he now sees just one interest-rate cut as likely this year, rather than two, with tariff hikes impeding progress on disinflation. We unpack the reaction from Asian markets with Rahul Chadha, Chief Investment Officer at Shikhara Capital. He speaks with Bloomberg's Paul Allen in Sydney. Plus - Asian stocks rose after US equities had one of their best sessions of the year, fueled by signs that President Donald Trump's trade sanctions will be narrower than feared. We discuss the latest tariff headlines with Tim Pagliara, Chief Investment Officer at CapWealth. See omnystudio.com/listener for privacy information.

Mar 24

Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on Apple : https://podcasts.apple.com/us/podcast/stock-movers/id1803209456 Listen on Spotify : https://open.spotify.com/show/1LhpIazkwQ9bSkxHsjknI8?si=1233c9c58f1e4e16&nd=1&dlsi=b25af9cebbca4895 Listen Anywhere : https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.

Mar 24

On today's episode, we bring you a conversation with Australian Treasurer, Jim Chalmers. He warns that the new US administration's policies will have a "seismic" impact on the global economy. Chalmers speaks with Bloomberg's Ben Westcott ahead of the country's national budget on Tuesday. Plus - a look at how volatility is shaping the trading week ahead for global markets. Marc Nachmann, Global Head of Asset & Wealth Management at Goldman Sachs, speaks to Bloomberg's Haidi Stroud-Watts and Paul Allen in Sydney. See omnystudio.com/listener for privacy information.

Mar 21

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PCE data, along with a look at the impact of tariffs on housing. In the UK – a preview of UK Chancellor Rachel Reeves’ spring statement. In Asia – a preview of Chinese EV Maker BYD’s earnings. See omnystudio.com/listener for privacy information.

Mar 21

On today's episode, Asia markets are cautious after equity market weakness in the US due to uncertainty around President Donald Trump's next trade war salvo. We speak to Olivier d'Assier, Head of Investment Decision Research, APAC at SimCorp. Plus, we take you to the world of digital currencies. Earlier today, President Trump reiterated support for stablecoin legislation, saying it will help expand the dollar's dominance. We speak to Peter Chung, Head of Research at Presto Research See omnystudio.com/listener for privacy information.

Mar 20

On today's episode, we explore the fallout of the Federal Reserve and the Bank of Japan decisions. The Fed held rates steady today. We speak to Mark Cranfield, Bloomberg MLIV Strategist. Plus- The Federal Reserve Chair Jerome Powell cited the potential for the impact of tariffs on inflation to be “transitory.” The jump in stocks, the biggest for any Fed day since July, follows a bruising four-week stretch in which the S&P 500 slid into a correction. We speak to Jamie Cox, Managing Partner at Harris Financial Group. See omnystudio.com/listener for privacy information.

Mar 19

On today's episode, Peter McGuire, CEO at Trading.com Australia, gives us his outlook on what to expect from the Federal Reserve's decision tomorrow. Plus, the US equity market declined on signs investors are reducing exposure to US risk assets. We explore that with Rob Williams, Chief Investment Strategist at Sage Advisory. See omnystudio.com/listener for privacy information.

Mar 18

On today's episode, Asian stocks rose, driven by optimism about China's economy and US data that eased recession concerns and renewed bets on Chinese tech companies. We speak to Mark Konyn, Chief Investment Officer at AIA Group. Plus- US stocks closed higher in the Monday session -- despite weakness in some tech mega caps. For a look at the markets, we speak to Eric Sterner, Chief Investment Officer at Apollon Wealth Management. See omnystudio.com/listener for privacy information.

Mar 17

On today's episode, we discuss China's plan to revive consumption by boosting people's incomes. That is according to the official Xinhua News Agency. This is part of Beijing's plan that adds to recent pledges by the government to support demand in an economy threatened by President Donald Trump’s tariffs. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets Plus we take a look at how Trump's trade salvo will shape US markets with Joy Yang, Head of Index Product Management & Marketing at MarketVector Indexes. See omnystudio.com/listener for privacy information.

Mar 14

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed decision and earnings from FedEx. In the UK – a preview of Morgan Stanley’s European Financials Conference. In Asia – a preview of Tencent earnings and the next BOJ decision. See omnystudio.com/listener for privacy information.

Mar 14

On today's episode, we track the trading action following the S&P 500 entering correction as President Trump's trade war escalates. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus, a look at how Trump's policies on trade shape global markets. We speak to Sandi Bragar, Chief Client Officer at Aspiriant See omnystudio.com/listener for privacy information.

Mar 13

On today's episode, we explore what's driving outflows from Asian markets as a global trade war accelerates. Vivek Subramanyam, Founder and CEO of TH Global Capital, joins the program from London. Plus - reaction to a cooler-than-forecast US inflation print that helped Wall Street rebound from two days of heavy losses linked to tariff concerns. We speak with Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group. See omnystudio.com/listener for privacy information.

Mar 12

On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wealth management arm of EisnerAmper. See omnystudio.com/listener for privacy information.

Mar 11

On today's episode, we track the trading action in Asia following a selloff in the US that wiped out more than $1 trillion in market value. We speak with Ben Harburg, Founder and Portfolio Manager at CoreValues Alpha. Plus - a look at how fears around recession risks and trade policy have catalyzed the rout in global equities. We hear from Scott Ladner, Chief Investment Officer at Horizon Investments. See omnystudio.com/listener for privacy information.

Mar 10

On today's episode, we get reaction to Chinese CPI and PPI data for the month of February with Chi Lo, APAC Senior Market Strategist at BNP Paribas Asset Management. Plus - we discuss the latest headlines on US President Donald Trump's sweeping tariff efforts. We speak with George Schultze, Founder and CEO at Schultze Asset Management. See omnystudio.com/listener for privacy information.

Mar 7

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PPI data, along with earnings from Oracle and Adobe. In the UK – a preview of European Central Bank Chief Christine Lagarde addressing central bankers. In Asia – a recap of China’s NPC and outlook for its’ economy. See omnystudio.com/listener for privacy information.

Mar 7

On today's episode, we get reaction to US President Donald Trump exempting Mexican and Canadian goods covered by the North American trade agreement known as USMCA from his 25% tariffs, offering major reprieves to the US’s two largest trading partners. Bank of America CEO Brian Moynihan speaks exclusively to Bloomberg's Shery Ahn in Tokyo. Plus - a conversation with Carin Pai, Executive Vice President and Head of Portfolio Management at Fiduciary Trust International. See omnystudio.com/listener for privacy information.

Mar 6

On today’s episode, a look at the path forward for the Chinese economy as Beijing shifts its economic focus from investment-led growth to consumption-led growth, with Premier Li Qiang declaring “vigorously boosting consumption” as the top priority in 2025. We speak with Katia Dmitrieva, Asia Economy Reporter for Bloomberg News. Plus - we discuss what’s next for monetary policy in the US ahead of Friday’s jobs report. We’re joined by George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. See omnystudio.com/listener for privacy information.

Mar 4

On today's episode, we preview the Chinese Communist Party's 'Two Sessions' meetings and the impact they may have on the country's economy with Shehzad Qazi, COO and Managing Director at China Beige Book International. Plus - with US President Donald Trump's long-awaited tariffs set to take effect, we take a look at the broader market landscape with Patrick Kennedy, Founding Partner at AllSource Investment Management. See omnystudio.com/listener for privacy information.

Mar 3

On today's episode, markets are starting the week with another geopolitical one-two punch as European leaders pledge to increase defense spending and assemble what Britain called a “coalition of the willing” to secure Ukraine. Meantime, Asian stocks opened higher, unswayed by President Trump preparing to slap long-promised tariffs on Canada, Mexico and China. We speak to Mark Cudmore, Bloomberg MLIV Strategist in Singapore. Plus - we take look at how recent US eco data will shape up the playbook for the rest of 2025. We hear from Todd Walsh, CEO and Chief Technical Analyst, Alpha Cubed Investments See omnystudio.com/listener for privacy information.

Feb 28

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the February jobs report and a look at earnings from Macys and Gap. In the UK – a preview of the 'Special European Council.' In Asia – a look ahead to economic data in Australia, and a discussion on China’s tech rally. See omnystudio.com/listener for privacy information.

Feb 28

On today's episode, Taiwan Vice Premier Cheng Li-chiun shares her thoughts on bilateral relations with the US in an exclusive conversation with Bloomberg's Annabelle Droulers. Annabelle joins from Taipei to discuss the conversation. Plus - a chat on tariffs and tech with Adam Coons, Chief Investment Officer at Winthrop Capital Management. See omnystudio.com/listener for privacy information.

Feb 27

On today's episode, we break down earnings from Nvidia amid concerns about slowing spending on AI technology and the potential impact of US tariffs. We speak with Angelo Zino, Vice President of Equity Research at CFRA. Plus - a look at how Chinese tech stocks are offering investors an alternative to the Magnificent Seven. Shuli Ren, Bloomberg Opinion Columnist, joins us from Hong Kong. See omnystudio.com/listener for privacy information.

Feb 26

On today’s episode, we preview Q4 earnings from Nvidia with Daniel Newman, CEO at the Futurum Group. Plus - a look at the broader market outlook with Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions. See omnystudio.com/listener for privacy information.

Feb 25

On today's episode, reaction to the Bank of Korea's decision to cut its policy rate with Katia Dmitrieva, Asia Economy Reporter for Bloomberg News in Hong Kong. Plus - the latest on Donald Trump's tariff threats and the prospects of an end to the Russia-Ukraine War. We speak with Rebecca Walser, President at Walser Wealth Management. See omnystudio.com/listener for privacy information.

Feb 24

On today's episode, we preview tomorrow's Bank of Korea rate decision, as well as the trading week ahead with Garfield Reynolds, Bloomberg's Markets Live team lead in Sydney. Plus - a busy week ahead in the States with PCE inflation data and earnings from Nvidia. We speak with Chuck Cumello, President and CEO at Essex Financial Services. See omnystudio.com/listener for privacy information.

Feb 21

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of preview PCE, and personal spending data, and Nvidia earnings. In the UK – a preview of the next G20 summit. In Asia – a look at the evolving relationship between Washington and Beijing. See omnystudio.com/listener for privacy information.

Feb 21

On today's episode, we look at how recent movement in the Yen may impact the Bank of Japan's approach to rate strategy with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - a look at how disappointing earnings from Walmart rattled investors after retail sales data signaled an abrupt pullback by US consumers. We hear from Vance Howard, CEO and Portfolio Manager at Howard Capital Management. See omnystudio.com/listener for privacy information.

Feb 20

On today's episode, we examine how the threat of US tariffs on China may impact the world's second largest economy. We speak with Jenni Marsh, Greater China Eco-Gov Team Leader in Hong Kong. Plus - reaction to minutes from the FOMC's January meeting from Eric Lynch, Managing Director at Scharf Investments. See omnystudio.com/listener for privacy information.

Feb 19

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth. See omnystudio.com/listener for privacy information.

Feb 18

Featuring: Hao Hong, Chief Economist at Grow Investment Group Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers See omnystudio.com/listener for privacy information.

Feb 17

On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus - German Chancellor Olaf Scholz sits down with Bloomberg to discuss tariffs. He speaks with Stephanie Flanders, Head of Economics and Government for Bloomberg News. See omnystudio.com/listener for privacy information.

Feb 14

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S housing data and earnings from the EV maker Rivian. In the UK – a look at upcoming German elections. In Asia – a look ahead to earnings from Alibaba and economic data in South Korea. See omnystudio.com/listener for privacy information.

Feb 14

On today’s episode, we wrap up the trading week with the latest tariff news out of the United States. We speak with Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity in Hong Kong, and David Chao, Global Market Strategist, APAC, at Invesco from Singapore. See omnystudio.com/listener for privacy information.

Feb 13

On today's episode, we get reaction to a higher-than-expected US inflation print from Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management. Plus - a preview of earnings from Nissan and Honda with James Hong, Head of Asia Autos at Macquarie Capital. See omnystudio.com/listener for privacy information.

Feb 12

On today's episode, we examine the landscape for EM investing with Ben Luk, Senior Multi Asset Strategist at State Street Global Markets. Plus - a look at Federal Reserve Chair Jerome Powell's first day of testimony in Washington ahead of Wednesday's US CPI print with Adam Turnquist, Chief Technical Strategist at LPL Financial. See omnystudio.com/listener for privacy information.

Feb 11

On today's episode, reaction to the US imposing a 25% blanket tariff on steel and aluminum imports with Joe Deaux, Metals and Mining Reporter for Bloomberg News. We also examine the state of China's AI industry with Taosha Wang, Portfolio Manager at Fidelity International. Plus - a look at the broader market landscape with Brian Krawez, President at Scharf Investments. See omnystudio.com/listener for privacy information.

Feb 10

On today's episode, we explore President Donald Trump's plan to announce 25% tariffs on all imports of steel and aluminum, applying to metal imports from all countries. We speak with Brian Fowler, Bloomberg News Senior Editor in Tokyo. Plus - a look at how recent eco data will play into fiscal policy with Shams Afzal, Managing Director at the Carnegie Investment Counsel. See omnystudio.com/listener for privacy information.

Feb 7

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information.

Feb 7

On today's episode, we recap a busy trading week in the APAC region with Mary Nicola, Bloomberg MLIV Strategist in Singapore. We also take a look at Amazon's earnings with Arun Sundaram, Vice President of Equity Research at CFRA. Plus - a preview of the January US jobs report with Keith Buchanan, Partner and Senior Portfolio Manager at Globalt Investments. See omnystudio.com/listener for privacy information.

Feb 6

On today's episode, we examine how this week's US tariffs on China are weighing on global equities. We speak with Stephanie Leung, Chief Investment Officer at StashAway. Plus - a look at the broader investment landscape with Zachary Hill, Head of Portfolio Management at Horizon Investments. See omnystudio.com/listener for privacy information.

Feb 5

On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China tariffs are reverberating through the currency space with Eddie Cheung, Senior Emerging Markets Strategist at Credit Agricole CIB. See omnystudio.com/listener for privacy information.

Feb 4

On today's episode, we look at what's next for Donald Trump's long-threatened China tariffs after the White House reached deals with both Canada and Mexico to delay impending levies. We speak with Shuli Ren, Bloomberg Opinion Columnist in Hong Kong, and Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management. See omnystudio.com/listener for privacy information.

Feb 3

On today's episode, we examine how impending tariffs from the Trump administration in the US are sending shock waves through global markets. Bloomberg's Stephen Engle has analysis on what the response from Beijing may look like. Jun Bei Liu, Founder and Portfolio Manager at Ten Cap, gives her views on what these tariffs could mean for China's long-term outlook. Plus - Stuart Thomas, Founding Partner and Principal at Precidian Investments, shares how investors could stand to benefit from tariff-driven dollar strength. See omnystudio.com/listener for privacy information.

Feb 1

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US: We look ahead to the January Jobs report and preview some big tech earnings we're watching In the UK: We look ahead to the BOE rate decision In Asia: We detail the future of China's DeepSeek AI See omnystudio.com/listener for privacy information.

Jan 31

On today's episode, we get the latest on DeepSeek after news that US officials are probing whether the Chinese AI startup bought advanced Nvidia semiconductors through third parties in Singapore. We speak with Catherine Thorbecke, Asia Tech Columnist for Bloomberg Opinion. We'll also take a look at the global macro landscape with David Aspell, Co-Chief Investment Officer at Mount Lucas Management. Plus - a discussion on the Fed's path ahead with Bill Adams, Chief Economist at Comerica Bank. See omnystudio.com/listener for privacy information.

Jan 30

On today's episode, we parse through earnings results from Microsoft, Meta, and Tesla with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. He also shares his reaction to the Federal Reserve's decision to leave its benchmark interest rate unchanged. Plus - a temperature check of China's economy with Shehzad Qazi, Managing Director at China Beige Book International. See omnystudio.com/listener for privacy information.

Jan 29

On today's episode, we look at Wall Street’s tech-led rebound from a selloff that sent shockwaves through global markets, as focus turns to the Federal Reserve’s rate decision and US mega-cap earnings. We speak with Bloomberg's MLIV Asia Team Lead, Garfield Reynolds, in Sydney. Plus - insights from Tom Bruce, Macro Investment Strategist at Tanglewood Total Wealth Management. See omnystudio.com/listener for privacy information.

Jan 28

On today's episode, we take a deep dive into the Chinese AI startup DeepSeek. News of the company's new R1 chatbot sparked a sell-off in many AI-tech related names, wiping out nearly $1 trillion in market cap from US and European tech stocks. We speak with Vlad Savov, Bloomberg Tech Editor in Hong Kong. Plus, we get reaction from the States with Jamie Cox, Managing Partner at Harris Financial Group. See omnystudio.com/listener for privacy information.

Jan 27

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast: On Apple: http://bit.ly/3DWYoAN On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

Jan 27

On today's episode, a look at the real estate market in Hong Kong and beyond with Adriel Chan, Chair and Executive Director of Hang Lung Properties. Plus, a look at broader market action ahead of the holiday-shortened trading week with Michael Dyer, Investment Director, Equities & Multi Asset, at M&G Investments. See omnystudio.com/listener for privacy information.

Jan 24

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed decision and U.S tech earnings. In the UK – a preview of next week’s ECB decision. In Asia – a preview of next week’s RBA decision and a look at U.S-China trade relations. See omnystudio.com/listener for privacy information.

Jan 24

On today's episode, we wrap up the trading week in the Asia-Pacific with Paul Dobson, Bloomberg News Executive Editor for Asia Markets. He shares his reaction to US President Donald Trump's remarks at the World Economic Forum's annual meeting in Davos, Switzerland. Plus - Hong Kong Financial Secretary Paul Chan sits down with Bloomberg's Haslinda Amin in Davos to share his outlook for Hong Kong, China, tariffs, and more. See omnystudio.com/listener for privacy information.

Jan 23

On today's episode, a look at FX volatility with Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas. Plus, we explore how the AI trade is propelling markets with Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report. See omnystudio.com/listener for privacy information.

Jan 22

On today's episode, we get reaction to news of a $500 billion investment in America's AI infrastructure with Rohini Kosoglu, venture partner at Fusion Fund. Fred Neumann, Chief Asia Economist and Co-Head of Global Research Asia at HSBC, shares his thoughts on what Trump's tariff policy could mean for China. Plus - a temperature check of the fixed income space with Joanne Bianco, Partner & Senior Investment Strategist at BondBloxx. See omnystudio.com/listener for privacy information.

Jan 21

Donald Trump has been inaugurated as the 47th president of the United States. The dollar rallied and Asian stocks trimmed their opening gains after President Trump said he was considering enacting previously threatened tariffs on Canada and Mexico starting next month. Featuring: Mary Nicola, Bloomberg MLIV Strategist in Singapore Daniel Drezner, Tufts University Professor of International Politics Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jan 20

On today's episode, a look at the state of global markets on the eve of Donald Trump's inauguration in the US. Hua Cheng, Director of Asia Credit Research at AllianceBernstein joins the program from Hong Kong. We also speak with Shana Sissel, President and CEO at Banrion Capital Management. See omnystudio.com/listener for privacy information.

Jan 17

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of what comes next for the U.S economy when Donald Trump takes office, and Netflix earnings. In the UK – a preview of the World Economic Forum in Davos. In Asia - a preview on whether Donald Trump will make good on his threats toward China. See omnystudio.com/listener for privacy information.

Jan 17

On today's episode, a look at reported merger talks between mining giants Rio Tinto and Glencore with Bloomberg's Paul Allen in Sydney. Plus - a look at the regulatory landscape for crypto in both Asia and the United States, ahead of Donald Trump's inauguration next week. We speak with Katherine Dowling, Chief Compliance Officer at Bitwise Asset Management. See omnystudio.com/listener for privacy information.

Jan 16

On today's episode, we explore what an Elon Musk acquisition of TikTok's US operations would look like with Catherine Thorbecke, Bloomberg Opinion Tech Columnist in Tokyo. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council's Eurasia Center, shares his thoughts on news of an Israel-Hamas ceasefire in Gaza. Plus, a look at how recent US economic data has rippled through markets with Ross Mayfield, Investment Strategist at Baird Private Wealth Management. See omnystudio.com/listener for privacy information.

Jan 15

On today's episode, we explore where opportunities lie in emerging markets with Rahul Chadha, Founder and Chief Investment Officer at Shikhara Investment Management. Plus, a look at how the week's US eco data will play into the Fed's policy path with Rob Haworth, Senior Investment Strategist at US Bank Wealth Management. See omnystudio.com/listener for privacy information.

Jan 14

Featuring: Annabelle Droulers, Bloomberg Tech Reporter in Hong Kong David Waddell, CEO and Chief Investment Strategist at Waddell & Associates Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jan 13

Featuring: James Abate, Managing Director and Chief Investment Officer at Centre Asset Management Rahm Emanuel, Outgoing US Ambassador to Japan Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jan 10

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S eco data and bank earnings next week. In the UK – a focus on a UK asset slump and what may come next. In Asia – a look at BYD and the EV sector and what comes next in the U.S, Nippon Steel saga. See omnystudio.com/listener for privacy information.

Jan 10

Featuring: Mary Nicola, Bloomberg MLIV Strategist in Singapore Gearoid Reidy, Bloomberg Opinion Columnist in Tokyo Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jan 9

Featuring: Mark Konyn, Chief Investment Officer at AIA Group Gene Goldman, Chief Investment Officer at Cetera Financial Group Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jan 8

Featuring: Helen Zhu, Managing Director and Chief Investment Officer at NF Trinity Peter Chung, Head of Research at Presto Research Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jan 7

Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jan 6

Featuring: Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Wealth Hilary Kramer, Chief Investment Officer at Kramer Capital Research Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jan 3

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the December jobs report and Delta Airlines earnings. In the UK – a preview of the food and culture scene in the UK next year. In Asia – a preview of what to expect from China’s economy and the automobile sector in 2025. See omnystudio.com/listener for privacy information.

Jan 3

Featuring: Eva Lee, Head of Greater China Equities at UBS Global Wealth Management Jay Hatfield, CEO and CIO at Infrastructure Capital Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 31, 2024

Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for 2025. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.

Dec 31, 2024

Featuring: Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank Ed Rogers, CEO and Chief Investment Officer at Rogers Investment Advisors Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 30, 2024

Featuring: Danny Lee, Bloomberg News Asia Transport Reporter Xiao Feng, Co-Head of China Industrial Research at CLSA David Westin, Host of 'Bloomberg Wall Street Week' Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 27, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at what the Federal Reserve accomplished in 2024 and what to expect in 2025. In the UK – a look at what's on the horizon for Europe's stock market. In Asia – a look at some of the potential themes for Asian markets in the year ahead. See omnystudio.com/listener for privacy information.

Dec 24, 2024

In this Christmas Day special edition of Bloomberg Daybreak with Nathan Hager: Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses what the Fed will do in 2025. Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets and Cameron Dawson, the Chief Investment Officer at NewEdge Wealth, break down what we can expect in equities Burt Flickinger, the Managing Director at Strategic Resource Group, brings us the winners and losers of the 2024 holiday retail season. See omnystudio.com/listener for privacy information.

Dec 24, 2024

Featuring: Ecaterina Bigos, CIO, Asia Ex-Japan Core Investments at AXA Investment Managers Rebecca Walser, President at Walser Wealth Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 23, 2024

Featuring: Adam Coons, Chief Investment Officer at Winthrop Capital Management Carlos Ghosn, Former President and CEO of Nissan Motor Company Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 20, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of new home sales and retail outlook. In the UK – a look at what’s on the horizon for the European stock markets. In Asia – a look at Softbank’s pledge to invest $100 billion in the U-S over the next four years, and a look at a potential merger between Honda and Nissan. See omnystudio.com/listener for privacy information.

Dec 20, 2024

Featuring: David Finnerty, Bloomberg F/X and Rates Strategist in Singapore Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 19, 2024

Featuring: Paul Dobson, Bloomberg Executive Editor for Asia Markets Patrick Kennedy, Founding Partner at AllSource Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 18, 2024

Featuring: David Chao, Global Market Strategist at Invesco Asia Pacific Mark Heppenstall, President and Chief Investment Officer at Penn Mutual Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 17, 2024

Featuring: Joe Ngai, Greater China Chairman at McKinsey and Company Chuck Cumello, President and CEO at Essex Financial Services Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 16, 2024

Featuring: Sam Kim, Bloomberg News Asia EcoGov Reporter Eric Sterner, Chief Investment Officer at Apollon Wealth Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 13, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed decision and earnings from Nike. In the UK – a preview of the Bank of England’s monetary policy decision. In Asia – a look ahead to upcoming economic data in China. See omnystudio.com/listener for privacy information.

Dec 13, 2024

Featuring: Shana Sissel, Founder and CEO at Banrion Capital Management. Mary Nicola, Bloomberg M-LIV Strategist in Singapore Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 12, 2024

Featuring: Robert Schein, Chief Investment Officer, Blanke Schein Wealth Management David Mann, Chief Economist, APAC, Mastercard Economics Institute Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 11, 2024

Featuring: Stephanie Leung, Chief Investment Officer at StashAway Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 11, 2024

Featuring: Josh Wingrove, Bloomberg's White House Reporter William (Bill) Lee is Chief Economist at the Milken Institute Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 10, 2024

Featuring: Jill Disis, Bloomberg News Desk Editor Lawrence Gillum, Chief Fixed Income Strategist at LPL Financial Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 9, 2024

Featuring: Greg Barton, Professor of Global Islamic Politics, Alfred Deakin Institute, Deakin University Lorraine Tan, Morningstar Director of Asia Equity Research Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 6, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. • In the US – a look at U.S CPI data and a preview of the earnings report from Oracle. • In the UK – a look ahead to the upcoming ECB decision. • In Asia – a look ahead to the upcoming RBA decision and Australia’s social media ban for teens. See omnystudio.com/listener for privacy information.

Dec 6, 2024

Featuring: Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Gareth Nicholson, Nomura CIO and Head of Discretionary Portfolio Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 5, 2024

Featuring: Seok Gil Park, JPMorgan Chief Korea Economist Jeff Grills, Aegon Head of US Cross Markets and Emerging Markets Debt Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 4, 2024

Featuring: Rory Green, Chief China Economist - Head of Asia Research at TS Lombard Elfreda Jonker, Alphinity Investment Management Client Portfolio Manager Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 3, 2024

Featuring: Audrey Goh, Head of Asset Allocation at Standard Chartered Wealth Management Group Danny Lee, Bloomberg News Aviation Reporter in Hong Kong Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dec 2, 2024

Featuring: Alicia Garcia Herrero, Chief APAC Economist at Natixis Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 29, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US - a preview of the November jobs report and oil outlook. In the UK - a preview of Poland’s Presidential election. In Asia – a look at the impact of Donald Trump tariffs on China, and Bitcoin outlook. See omnystudio.com/listener for privacy information.

Nov 28, 2024

Featuring: Mark Cranfield, Bloomberg MLIV Strategist in Singapore Naomi Fink, Chief Global Strategist at Nikko Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 27, 2024

Featuring: Ben Luk, Senior Multi Asset Strategist at State Street Global Markets Steven Quattry, EM Equity Portfolio Manager at Morgan Stanley Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 26, 2024

Featuring: Helen Zhu, Managing Director and Chief Investment Officer at NF Trinity Ross Mayfield, Investment Strategist at Baird Private Wealth Management Tom Bruce, Macro Investment Strategist at Tanglewood Total Wealth Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 25, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Featuring: Peter Chung, Head of Research at Presto Research David Aspell, Co-Chief Investment Officer at Mount Lucas Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 22, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S GDP, and PCE data, and earnings from Macy’s. In the UK – a preview of the CBI's annual conference. In Asia – a look ahead to a meeting of the Bank of Korea and Trump-China trade. See omnystudio.com/listener for privacy information.

Nov 22, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Featuring: Taosha Wang, Portfolio Manager at Fidelity International Mary Nicola, Bloomberg MLIV Strategist Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 21, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Featuring: Angelo Zino, Senior Vice President at CFRA Research Stefanie Holtze-Jen, APAC Chief Investment Officer at Deutsche Bank Private Bank Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 20, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Featuring: Daniel Newman, Chief Executive Officer at the Futurum Group Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 19, 2024

Featuring: Rob Haworth, Senior Investment Strategist at US Bank Asset Management Group Zachary Hill, Head of Portfolio Management at Horizon Investments What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 18, 2024

Featuring: Tony Czuczka, Bloomberg News Weekend Editor in Washington Rebecca Walser, President of Walser Wealth Management What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 15, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of Nvidia earnings and existing home sales. In the UK – a preview of the upcoming G20 summit. In Asia – a preview of the PBOC’s upcoming rate decision and also the G20 summit. See omnystudio.com/listener for privacy information.

Nov 15, 2024

Featuring: Frances Stacy, Economic Strategist and Chairwoman of the UN Global Digital Finance Committee Vish Ramaswami, Head of APAC Private Investments at Cambridge Associates What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 14, 2024

Featuring: Mary Nicola, Bloomberg M-LIV Strategist in Singapore Chris Carey, Portfolio Manager at Carnegie Investment Council What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 13, 2024

Featuring: Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas Mark Matthews, Managing Director and Head of Asia Research at Julius Baer What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 12, 2024

Featuring: Alastair Gale, Bloomberg News Japan Eco-Gov Reporter Will Rhind, Founder and CEO at GraniteShares ETFs What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 11, 2024

Featuring: Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers Brad Bernstein, Managing Director at UBS Private Wealth Management What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 8, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI data and earnings from Walt Disney. In the UK – a preview of UK Chancellor Rachel Reeves speech In London. In Asia – a look at the effects of Donald Trump's re-election on US-China relations, and a preview of Tencent earnings. See omnystudio.com/listener for privacy information.

Nov 8, 2024

Featuring: Adam Turnquist, Chief Technical Strategist at LPL Financial Mary Nicola, Bloomberg MLIV Strategist in Singapore What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 7, 2024

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Nov 7, 2024

Featuring: John Liu, Bloomberg News Executive Editor for Greater China Tim Pagliara, Chief Investment Officer at CapWealth Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 5, 2024

Featuring: Patrick Kennedy, Founding Partner at AllSource Investment Management Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 4, 2024

Featuring: Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management John J Edwards, Bloomberg News Weekend Americas Managing Editor Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Nov 1, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US - a presidential election preview and FOMC Meeting In the UK - Bank of England decision preview In Asia - Japanese autos earnings See omnystudio.com/listener for privacy information.

Nov 1, 2024

Featuring: Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity Investment Management Pat Gelsinger, Chief Executive Officer at Intel Maribel Lopez, Founder and Principal Analyst at Lopez Research What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 31, 2024

Featuring: Daniel Yoo, Head of Global Asset Allocation at Yuanta Securities Sayuri Shirai, Professor of Economics at Keio University and Former BOJ Board Member What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 30, 2024

Featuring: Adrian Zuercher, Co-Head of Global Asset Allocation at UBS Global Wealth Management George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 29, 2024

Featuring: Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions Larry Culp, Chairman and CEO of GE Aerospace What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 28, 2024

Featuring: Alastair Gale, Bloomberg News Japan EcoGov Reporter Naomi Fink, Chief Global Strategist at Nikko Asset Management Diana Mousina, Deputy Chief Economist at AMP What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 25, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the October jobs report, and U.S tech earnings. In the UK – a look at diversity and inclusion efforts in the UK’s financial services sector. In Asia – a preview of Hong Kong’s FinTech week and a meeting of Bank of Japan officials. See omnystudio.com/listener for privacy information.

Oct 25, 2024

Featuring: Mary Nicola, Bloomberg M-LIV Strategist in Singapore Gene Goldman, Chief Investment Officer at Cetera Financial Group What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 24, 2024

Featuring: Jamie Cox, Managing Partner at Harris Financial Group Monika Bičkauskaitė, Public Policy Director at Key Elements Group What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 23, 2024

Featuring: Bloomberg's Haidi Stroud-Watts in conversation with Bank of America CEO Brian Moynihan in Sydney Shuli Ren, Bloomberg Opinion Columnist, on her latest piece, China Stimulus Is More Than Just One ‘Damn Number’ What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 22, 2024

Featuring: Jim Caron, CIO, Cross Asset Solutions, at Morgan Stanley Investment Management Peter McGuire, Chief Executive Officer at XM Australia Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 21, 2024

Featuring: John J Edwards, Bloomberg News Weekend Americas Managing Editor Thomas Hayes, Chairman and Managing Member at Great Hill Capital George Cipolloni, Portfolio Manager at Penn Mutual Asset Management See omnystudio.com/listener for privacy information.

Oct 18, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of Boeing and UPS earnings. In the UK – a look ahead to UK bank earnings. In Asia – a preview of next week's BRICS Summit in Russia. See omnystudio.com/listener for privacy information.

Oct 18, 2024

Featuring: Helen Zhu, Chief Investment Officer and Managing Director at NF Trinity Peiqian Liu, Asia Economist at Fidelity International George Maris, Chief Investment Officer and Global Head of Equities at Principal Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 17, 2024

Featuring: Todd Jablonski, Global Head of Multi-Asset and Quantitative Investments at Principal Asset Management Steven Sun, Head of Research at HSBC Qianhai Nupur Gupta, Portfolio Manager at Eastspring Investments Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 16, 2024

Featuring: Alonso Muñoz, Chief Investment Officer at Hamilton Capital Partners Matt Winkler, Bloomberg Editor-In-Chief Emeritus Olivier d'Assier, Head of Investment Decision Research, APAC, at SimCorp David Finnerty, Bloomberg FX and Rates Strategist Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 15, 2024

Featuring: Annabelle Droulers, Bloomberg Tech Reporter Vanessa Chan, Head of Asian Fixed Income Investment Directing at Fidelity International Joy Yang, Head of Index Product Management & Marketing at MarketVector Indexes David Aspell, Co-Chief Investment Officer at Mt. Lucas Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 14, 2024

Featuring: Ryan Wang, US Economist at HSBC Securities USA Minmin Low, Bloomberg Television China Correspondent Carlos Casanova, Senior Asia Economist at UBP Shana Sissel, Chief Executive Officer at Banrion Capital Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 11, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S Retail sales and Netflix earnings. In the UK – a preview of next week’s ECB meeting. In Asia - a look ahead to China trade data and TSMC earnings. See omnystudio.com/listener for privacy information.

Oct 11, 2024

Featuring: Ed Ludlow, Host of Bloomberg Technology Mary Nicola, Bloomberg M-LIV Strategist in Singapore Selena Ling, Chief Economist & Head of Global Markets Research & Strategy at OCBC Minmin Low, Bloomberg Television China Correspondent Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 10, 2024

Featuring: Dan Ten Kate, Bloomberg Asia EcoGov Executive Editor Yuting Shao, Macro Strategist at State Street Global Markets Paul Dobson, Bloomberg Executive Editor for Asia Markets Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 9, 2024

Featuring: Jason Lui, Head of APAC Equity and Derivative Strategy at BNP Paribas Shuli Ren, Bloomberg Opinion Columnist Noel Dixon, Global Markets Macro Strategist at State Street Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 8, 2024

Featuring: Joe Little, Global Chief Strategist, HSBC Asset Management Stephanie Leung Chief Investment Officer at StashAway David Tafuri, Former State department official and Foreign policy expert Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 7, 2024

Featuring: Qian Wang, Chief Asia Pacific Economist at Vanguard Group, on APAC eco outlook Will McDonough, Founder, Chairman and CEO at Corestone Capital James Abate, Managing Director & Chief Investment Officer of Centre Asset Management Adam Coons, Co-Chief Investment Officer and Portfolio Manager at Winthrop Capital Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 4, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PPI data, along with bank earnings. In the UK – a look ahead to the 2024 Nobel Prize selection. In Asia – a look ahead to what’s next for Japan, after its ruling party picked Shigeru Ishiba as its new leader. See omnystudio.com/listener for privacy information.

Oct 4, 2024

Featuring: Kate Davidson, Bloomberg US Economy Policy Managing Editor Ben Sharples, Bloomberg Energy/Commodities Editor Ed Gomes, CIO of SGMC Capital Nick Schoenmaker, Client Portfolio Manager, Drummond Capital Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 3, 2024

Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. See omnystudio.com/listener for privacy information.

Oct 3, 2024

Featuring: Terri Spath, Founder and CIO of Zuma Wealth Katie Roof, Bloomberg Venture Capital Reporter Charles Stewart III, Distinguished Professor of Political Science at MIT Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Oct 1, 2024

Featuring: Derek Wallbank, Bloomberg Breaking News Managing Editor Kristina Hooper, Chief Global Market Strategist at Invesco Andrew Slimmon, Senior Portfolio Manager at Morgan Stanley Investment Management Sandi Bragar, Chief Client Officer at Aspiriant Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 30, 2024

Featuring: Nick Twidale, Chief Market Analyst at ATFX Sonia Meskin, Senior Economist at UBS Investment Bank John J Edwards, Bloomberg Weekend Americas Managing Editor Vance Howard, Chief Executive Officer and Portfolio Manager at Howard Capital Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 27, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the September jobs report and the Vice Presidential debate. In the UK – a look at some of the challenges France’s new government will face. In Asia – a look ahead to China’s Golden Week. See omnystudio.com/listener for privacy information.

Sep 27, 2024

Featuring: Rachana Mehta, Regional Co-Head for Fixed Income, Maybank Asset Management Singapore Tina Burrett, Professor of Political Science at Sophia University Todd Walsh, Chief Executive Officer of Alpha Cubed Investments Jodi Schneider, Political News Director for Bloomberg Television and Radio See omnystudio.com/listener for privacy information.

Sep 26, 2024

Featuring: Peiqian Liu, Asia Economist at Fidelity International Laura Nahmias, Bloomberg News Senior Reporter Betty Wang, Lead Economist, Northeast Asia at Oxford Economics John Davi, CEO and CIO at Astoria Portfolio Advisors See omnystudio.com/listener for privacy information.

Sep 25, 2024

Featuring: Leland Miller, Co-Founder and CEO of China Beige Book Richard Harris, CEO of Port Shelter Investment Management Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor Derek Wallbank, Bloomberg South Asia Managing Editor for Breaking News Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 24, 2024

Featuring: Katia Dmitrieva, Bloomberg Asia Economics Correspondent Ben Emons, Founder and Chief Investment Officer at FedWatch Advisors Minxin Pei, Bloomberg Opinion Columnist Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 22, 2024

Featuring: Nadia Lovell, Senior US Equity Strategist at UBS Global Wealth Management Bill Adams, Chief Economist at Comerica Bank Chuck Cumello, President & Chief Executive Officer at Essex Financial Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 20, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US: We preview PCE inflation data In the UK: We're looking ahead to one of the most pivotal periods on the political calendar In Asia: We take a look at the Liberal Democratic Party presidential election See omnystudio.com/listener for privacy information.

Sep 20, 2024

Featuring: Sayuri Shirai, Professor of Economics at Keio University Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia Jon Lieber, Managing Director of Eurasia Group's US Practice Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 19, 2024

Featuring: Vincent Cignarella, Bloomberg Macro Strategist Helen Zhu, Managing Director & Chief Investment Officer at NF Trinity Naomi Fink, Chief Global Strategist at Nikko Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 18, 2024

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Sep 18, 2024

Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Sep 18, 2024

Featuring: Bill Lee, Chief Economist at the Milken Institute David Finnerty, Bloomberg FX/Rates Strategist in Singapore Paul Brody, Global Blockchain Leader at EY See omnystudio.com/listener for privacy information.

Sep 17, 2024

Featuring: Ian King, Bloomberg News U.S. Semiconductor Reporter Michael Dyer, Investment Director, Equities and Multi Asset at M&G Investments Bill Faries, Bloomberg Senior Editor in Singapore Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 16, 2024

Featuring: Ecaterina Bigos, CIO, Core Investment, Asia ex-Japan at AXA Investment Managers Jodi Schneider, Political News Director for Bloomberg TV and Radio Dana D'Auria, Co-CIO at Envestnet Eric Lynch, Managing Director at Scharf Investments Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 13, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed meeting and FedEx earnings. In the UK – a preview of Eurozone data. In Asia – a look at next week’s BOJ decision and TOKEN2049 Summit . See omnystudio.com/listener for privacy information.

Sep 13, 2024

Featuring: Sean Darby, Managing Director at Mizuho Securities Asia Mark Konyn, Chief Investment Officer at AIA Group Louis Kuijs, APAC Chief Economist at S&P Global Ratings Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 12, 2024

Featuring: Gene Goldman, Chief Investment Officer at Cetera Financial Group Lydia Boussour, Senior Economist at EY Paul Jackson, Bloomberg Economy Editor in Tokyo Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 10, 2024

Featuring: Fred Neumann, Chief Asia Economist at HSBC Stephanie Leung, Chief Investment Officer at StashAway Morris Reid, Partner at Actum Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 9, 2024

Featuring: Hilary Kramer, CIO at Kramer Capital Research Luke Stone, Portfolio Manager at Winthrop Capital Management Frank Luntz, Founder and CEO of FIL Christopher Thomas, Chairman of Integrated Insight Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 6, 2024

Bloomberg Daybreak Weekend with Guest-Host John Tucker takes a look at some of the stories we'll be tracking in the coming week. In the US - a preview of U.S CPI data and next week’s Presidential debate. In the UK – a look at next week’s ECB meeting. In Asia - a look at Apple’s major product launch. See omnystudio.com/listener for privacy information.

Sep 6, 2024

Featuring: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductors Analyst Katy Kaminski, Chief Research Strategist at AlphaSimplex Shaun Cochran, Head of Research at CLSA Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 5, 2024

Featuring: Josh Wingrove, Bloomberg White House Reporter Raisah Rasid, Global Market Strategist at JPMorgan Asset Management Nancy Tengler, CEO & CIO at Laffer Tengler Investments Eddy Loh, Chief Investment Officer at Maybank Group Wealth Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 4, 2024

Featuring: Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities Adam Coons, Co-Chief Investment Officer and Portfolio Manager at Winthrop Capital Management John Davi, Founder, CEO, and CIO at Astoria Portfolio Advisors Burns McKinney, Managing Director and Senior Portfolio Manager at NFJ Investment Group Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 3, 2024

Featuring: Geoffrey Lunt, Head of Asia Investment Specialists at HSBC Asset Management Steven Tseng, Bloomberg Intelligence Senior Tech Analyst Peter McGuire, CEO at XM Australia Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sep 2, 2024

Featuring: Carlos Casanova, Senior Asia Economist at UBP Ann Berry, Founder & Managing Partner at Threadneedle Barbara Ann Bernard, Founder and CIO at Wincrest Capital Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 30, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the August jobs report in the U.S, and earnings from Hewlett Packard Enterprise. In the UK - a look at the challenges facing the UK's government as parliament returns from its summer break. In Asia – a preview of Taiwan's SEMICON summit. See omnystudio.com/listener for privacy information.

Aug 30, 2024

Featuring: Rebecca Walser, President at Walser Wealth Management Thomas Taw, Head of APAC Investment Strategy at BlackRock Mary Nicola, Bloomberg M-LIV Strategist in Singapore Yuqian Ding, Head of China Autos Research at HSBC Qianhai Securities Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 29, 2024

Featuring: Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst Mario Morales, Group Vice President of Enabling Technologies and Semiconductors at IDC Dan Newman, CEO of The Futurum Group Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 28, 2024

In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations. See omnystudio.com/listener for privacy information.

Aug 28, 2024

Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. See omnystudio.com/listener for privacy information.

Aug 28, 2024

Featuring: David Chao, Global Market Strategist, Asia Pacific, at Invesco Jenni Marsh, Bloomberg's Greater China Eco-Gov Team Leader Freda Lam Zietlow, Managing Director and Senior Portfolio Manager at Fiduciary Trust International Zoe Tillman, Bloomberg Senior Legal Reporter Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 27, 2024

Featuring: Alex Wolf, Head of Asia Investment Strategy at JPMorgan Private Bank Saira Malik, Chief Investment Officer at Nuveen Lauren Saidel-Baker, Economist at ITR Economics Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 26, 2024

Featuring: Bill Lee, Chief Economist and Executive Director at the Milken Institute Michael Heath, Bloomberg Eco-Gov Editor in Sydney James Abate, Managing Director and Chief Investment Officer at Centre Asset Management Amy Dacey, Executive Director at American University Sine Institute of Policy & Politics and former CEO of the Democratic National Committee Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 23, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S GDP and Core PCE data, and Nvidia earnings. In the UK – a look at the weakness in Germany’s economy. In Asia – a look at Japan’s leadership election. Edward Harrison, Bloomberg Senior Editor and the author of "The Everything Risk" newsletter Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst Oliver Crook, Bloomberg's Germany Correspondent Isabel Reynolds, Bloomberg Tokyo Bureau Chief See omnystudio.com/listener for privacy information.

Aug 23, 2024

Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President See omnystudio.com/listener for privacy information.

Aug 23, 2024

Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day. Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. See omnystudio.com/listener for privacy information.

Aug 22, 2024

Featuring: Andrew Giuliani, former Special Assistant to former President Donald Trump and former candidate for Governor of New York Barbara McQuade, Bloomberg Opinion columnist and professor at the University of Michigan Law School Herald van der Linde, Head of Asia Pacific Equity Strategy at HSBC Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 21, 2024

Featuring: Carin Pai, Executive Vice President and Head of Portfolio Management, Fiduciary Trust International Henrietta Treyz, Managing Partner, Director of Economic Policy at Veda Partners Paul Dobson, Bloomberg Executive Editor for Asia Markets Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 20, 2024

Featuring: Vonnie Quinn, Bloomberg Television Correspondent Jay Hatfield, CIO at Infrastructure Capital Management Mary Nicola, Bloomberg M-LIV Strategist in Singapore Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 19, 2024

Featuring: Frank Benzimra, Head of Asia Equity Strategy at Societe Generale Steve Sosnick, Chief Strategist at Interactive Brokers Pooja Malik, Partner at Nipun Capital Brian Jacobsen, Chief Economist at Annex Wealth Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 16, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Jackson Hole Symposium and Target earnings. In the UK – a look at the UK’s immigration dilemma. In Asia – a look at Vice Presidential candidate Tim Walz’s relationship with China. See omnystudio.com/listener for privacy information.

Aug 16, 2024

Featuring: Tim Moe, Chief APAC Regional Equity Strategist at Goldman Sachs Vance Howard, CEO & Portfolio Manager at Howard Capital Management Terri Spath, Founder and Chief Investment Officer at Zuma Wealth Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 15, 2024

Featuring: Robert Lea, Bloomberg Intelligence Senior Analyst Keyu Jin, Economist and Author of 'The New China Playbook' Jamie Battmer, Chief Investment Officer at Creative Planning Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 14, 2024

Featuring: Jason Schenker, President of Prestige Economics Anna Edgerton, Bloomberg News Seattle Bureau Chief Rahul Chadha, Chief Investment Officer at Shikhara Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 13, 2024

Featuring: Todd Walsh, Chief Executive Officer of Alpha Cubed Investments Vlad Savov, Bloomberg Tech Editor in Hong Kong Michael Sobolik, Senior Fellow at the American Foreign Policy Council Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 12, 2024

Featuring: Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank Eric Lynch, Managing Director at Scharf Investments Louis Navellier, Founder and Chairman at Navellier & Associates Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 9, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and Retail sales data, and a look at earnings from Walmart and Home Depot. In the UK – a look at Europe’s sweltering summer. n Asia – a look at Japan’s economy and a preview of GDP. See omnystudio.com/listener for privacy information.

Aug 9, 2024

Featuring: Cheryl Smith, Economist and Portfolio Manager at Trillium Asset Management Mary Nicola, Bloomberg M-LIV Strategist in Singapore Eva Lee, Head of Greater China Equities, UBS Global Wealth Management Chief Investment Office Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 8, 2024

Featuring: John Authers, Bloomberg Opinion Columnist Berkeley Belknap, Head of US Advisory Portfolio Management at Franklin Templeton Investment Solutions Clayton Allen, Director for the United States at Eurasia Group Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 7, 2024

Featuring: Amy Dacey, Executive Director at American University's Sine Institute of Policy & Politics and former Chief Executive Officer of the Democratic National Committee Carlos Casanova, Senior Asia Economist at UBP Stephanie Leung, Chief Investment Officer at StashAway Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 6, 2024

Featuring: Ahmed Riesgo, Chief Investment Officer at Insigneo Nick Schoenmaker, Client Portfolio Manager at Drummond Capital Monika Bičkauskaitė, Public Policy Director at Key Elements Group Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Aug 5, 2024

Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager speaks with Veronica Clark, US Economist at Citigroup. See omnystudio.com/listener for privacy information.

Aug 5, 2024

Featuring: Lorraine Tan, Director of Asia Equity Research at Morningstar Victoria Bills, Chief Investment Strategist at Banrion Capital Management George Boubouras, Managing Director of Research, Investments and Advisory at K2 Asset Management See omnystudio.com/listener for privacy information.

Aug 2, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of quarterly earnings from Walt Disney. Also a look at earnings from Uber and Lyft. In the UK – a look ahead to a visit to the U.S by new UK Chancellor Rachel Reeves. In Asia - a preview of Alibaba earnings and China trade data. See omnystudio.com/listener for privacy information.

Aug 2, 2024

Featuring: Melissa Otto, Head of TMT Research at S&P Global Visible Alpha Mark Gurman, Bloomberg Chief Tech Correspondent Spencer Soper, Bloomberg E-Commerce Reporter Mark Matthews, Head of Asia Research of Julius Baer See omnystudio.com/listener for privacy information.

Aug 1, 2024

Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management Kurt Wagner, Bloomberg Tech Reporter Raisah Rasid, Global Market Strategist at JPMorgan Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 31, 2024

Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details. See omnystudio.com/listener for privacy information.

Jul 31, 2024

Featuring: Ross Mayfield, Investment Strategy Analyst at Baird Private Wealth Management Vlad Savov, Bloomberg Tech Editor in Hong Kong Rebecca Choong Wilkins, Bloomberg Asia Government & Politics Correspondent Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 30, 2024

Featuring: Bob Savage, Head of Markets Strategy and Insights at BNY Jing Liu, Greater China Chief Economist at HSBC Global Research Mark Cranfield, Bloomberg M-LIV Strategist in Singapore Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 29, 2024

Featuring: Mark Heppenstall, President and CIO of Penn Mutual Asset Management Ecaterina Bigos, CIO, Core Investment, Asia ex-Japan, AXA Investment Managers Eric Holcomb, Governor of Indiana, on US-Asia Trade Relations Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 26, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s Fed meeting and jobs report in the U.S, along with tech earnings.. In the UK – a preview of next week’s Bank of England meeting. In Asia – a look at earnings from tech companies Apple and Samsung. See omnystudio.com/listener for privacy information.

Jul 26, 2024

Featuring: Andrew Slimmon, IM Senior Portfolio Manager and Head of Applied Equity Advisors at Morgan Stanley Rebecca Walser, President at Walser Wealth Management David Finnerty, Bloomberg FX/Rates Strategist in Singapore Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 25, 2024

Featuring: Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities Vonnie Quinn, Bloomberg Television Correspondent Luke Stone, Portfolio Manager at Winthrop Capital Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 24, 2024

Featuring: Shana Sissel, Founder and President at Banríon Capital Management Julia Love, Bloomberg Tech Reporter in San Francisco, on Alphabet Danny Lee, Bloomberg Asia Transport Reporter in Hong Kong, on Tesla Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 23, 2024

Featuring: Jon Lieber, Head of Research and Managing Director, US, at the Eurasia Group Margie Patel, Senior Portfolio Manager, Multi-Asset Solutions, at Allspring Global Investments Thomas J. Hayes, Chairman and Managing Member at Great Hill Capital Sandi Bragar, Chief Client Officer at Aspiriant Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 22, 2024

Featuring: Carol Platt Liebau, President of the Yankee Institute Brandice Canes-Wrone, Professor of Political Science at Stanford University James Abate, Managing Director & Chief Investment Officer Centre Asset Management, on how the Biden news impact markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 21, 2024

Listen to the 'Here's Why' podcast: - on Apple : https://apple.co/3Lg3RGn - on Spotify : https://spoti.fi/3LiIX9q - or Anywhere : https://bit.ly/3xYsHHy . Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes. See omnystudio.com/listener for privacy information.

Jul 19, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S GDP and Core PCE data, and a preview of Tesla earnings. In the UK – a look ahead to the Paris Olympic Games. In Asia – a look at how the U.S election will shape the U.S, China relationship. See omnystudio.com/listener for privacy information.

Jul 18, 2024

Featuring: Vlad Savov, Bloomberg Tech Editor in Hong Kong Brian Krawez, President of Scharf Investment Wei Yao, Head of Research & Chief Economist, APAC at Société Générale Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 17, 2024

Featuring: David Chao, Global Market Strategist, Asia Pacific at Invesco Mike Dickson, Head of Research and Product Development at Horizon Investments Minxin Pei, Bloomberg Opinion Columnist Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 16, 2024

Featuring: Andrew Giuliani, former Special Assistant to former President Donald Trump and former Republican candidate for Governor of New York Fred Neumann, Chief Asia Economist at HSBC Yung-Yu Ma, Chief Investment Officer at BMO Wealth Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 15, 2024

Featuring: Kailey Leinz, Bloomberg's Balance of Power Co-Anchor Charles Stewart III, Professor of political science at MIT Laura Davison, Bloomberg Politics Editor Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 12, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S Retail sales and Netflix earnings. In the UK – a look ahead to a meeting of the European Political Community. In Asia – a preview of China’s Third Plenum meeting. See omnystudio.com/listener for privacy information.

Jul 12, 2024

Featuring: Gregory Korte, Bloomberg Senior White House and Politics correspondent Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group at Morgan Stanley Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 11, 2024

Featuring: Chris Dolmetsch, Bloomberg US Legal Reporter, on Archegos founder Bill Hwang convicted of fraud, market manipulation stemming from his firm's 2021 collapse. Eddy Loh, CIO of Maybank Group Wealth Management on upcoming earnings, Powell's testimony John Davi, Founder/CEO/CIO at Astoria Portfolio Advisors, on markets Vlad Savov, Bloomberg Tech editor, on Apple, Samsung and TSMC. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 10, 2024

Featuring: James Demmert, CIO at Main Street Research Sean Monaghan, Visiting Fellow, Europe, Russia and Eurasia Program, CSIS Adam Coons, Chief Portfolio Manager at Winthrop Capital Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 9, 2024

Featuring: Bloomberg's Ed Baxter speaks to Josh Wingrove, Bloomberg White House Reporter on President Joe Biden telling lawmakers and donors to end revolt over his candidacy. They also discussed the White House addressing Biden's health. Jacob Funk Kirkegaard, Senior Fellow at Peterson Institute For International Economics discusses what's next for France after their election Quincy Krosby, Chief Global Strategist for LPL Financial discusses her outlook on the inflation data coming later in the week. Anna Rathbun, CIO at CBIZ Investment Advisory Services discusses her outlook on markets Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 8, 2024

Featuring: Jodi Schneider, Political news director for Bloomberg TV and Radio, discusses the latest Bloomberg News/Morning Consult tracking poll of battleground states, showing President Joe Biden closing the gap on Donald Trump. Nancy Davis, Founder and Portfolio Manager at Quadratic Capital Management discusses her outlook on markets. Eric Sterner, Chief Investment Officer at Apollon Wealth Management discusses his reaction towards the latest US jobs report Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 5, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week: In the US – it's the start of earnings season and the Archegos trial goes to jury In the UK – we look at the challenges facing new Prime Minster Keir Starmer In Asia – we will preview China's trade and CPI/PPI data See omnystudio.com/listener for privacy information.

Jul 4, 2024

Featuring: Billy House, Bloomberg News Congressional Reporter Adrian Zuercher, CIO and Head Global Asset Allocation at UBS Global Wealth Management Chris Carey, Portfolio Manager at Carnegie Investment Counsel Christian Hall, Bloomberg News White House/Politics Reporter Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jul 3, 2024

In a special edition of Bloomberg Daybreak: Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.

Jul 3, 2024

Featuring: George Maris, Chief Investment Officer and Global Head of Equities at Principal Asset Management Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab Zerlina Zeng, Head of East Asia Corporates at CreditSights Peter McGuire, Chief Executive Officer of XM Australia See omnystudio.com/listener for privacy information.

Jul 2, 2024

Featuring: Danny Lee, Bloomberg Asia Transport Reporter Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity Investment Management Chuck Cumello, President & Chief Executive Officer at Essex Financial See omnystudio.com/listener for privacy information.

Jul 1, 2024

Daybreak Asia co-hosts Bryan Curtis and Doug Krizner speak with Emily Lau, former Chairperson of Hong Kong's Democratic Party and former Hong Kong Legislative Council member, on this 27th Establishment Day. See omnystudio.com/listener for privacy information.

Jul 1, 2024

Featuring: Shehzad Qazi, Chief Operating Officer & Managing Director at China Beige Book Bill Adams, Chief Economist at Comerica Bank, with a preview of US manufacturing PMI and ISM data Meredith Whitney, Founder and CEO at Meredith Whitney Advisory Group See omnystudio.com/listener for privacy information.

Jun 28, 2024

Bloomberg Daybreak Weekend with Guest Host John Tucker takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the June jobs report. In the UK – a look ahead to UK elections. In Asia – a look ahead to the July 1st anniversary of the handover of Hong Kong to China from British colonial rule. See omnystudio.com/listener for privacy information.

Jun 27, 2024

Featuring: Stephanie Leung, Chief Investment Officer at StashAway Charu Chanana, Global Market Strategist and Head of FX Strategy at Saxo Terri Spath, Founder and Chief Investment Officer at Zuma Wealth Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 26, 2024

Featuring: Homin Lee, Senior Macro Strategist at Lombard Odier Geoff Yu, Senior EMEA Market Strategist at BNY Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 25, 2024

Featuring: Minmin Low, Bloomberg China Correspondent Carol Schleif, CIO at BMO Family Office Isaac Poole, Global CIO & Portfolio Manager, Oreana Financial Services Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 24, 2024

Featuring: Minmin Low, Bloomberg China Correspondent Thomas Taw, Head of APAC Investment Strategy, BlackRock Steve Sosnick, Chief Strategist at Interactive Brokers Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 21, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S GDP, PCE data. In the UK – a look ahead to Iran’s Presidential election. In Asia – a discussion on the first 2024 U.S Presidential debate and how the U.S-China relationship will gain attention. See omnystudio.com/listener for privacy information.

Jun 21, 2024

Featuring: Christy Tan, APAC Investment Strategist, Franklin Templeton Institute Selena Ling, Chief Economist & Head of Global Markets Research & Strategy at OCBC Mary Nicola, Bloomberg M-LIV strategist Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 20, 2024

Featuring: Jon Herskovitz, Bloomberg East Asia Government Editor discusses Putin's North Korea/Vietnam visit Stephen Dyer, Co-Leader of AlixPartners Greater China Business and Head of Asia Automotive Practice discusses China's response towards EV tariffs imposed on them Philipp Bärtschi, Chief Investment Officer, Head of Investment Management, Bank J. Safra Sarasin discusses what is moving the markets Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 19, 2024

Featuring: Stefanie Holtze-Jen, APAC CIO at Deutsche Bank Private Bank Vlad Savov, Bloomberg Tech Editor in Hong Kong Jon Herskovitz, Bloomberg East Asia Government Editor Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 18, 2024

Featuring: Jing Liu, Chief Economist for Greater China at HSBC Andrew Slimmon, Head of Applied Equity Advisors Team at Morgan Stanley Investment Management James McIntyre, Bloomberg Australia and New Zealand Economist Listen to today's top stories, with context, in just 15 minutes. Subscribe and rate our podcast here: Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 17, 2024

Featuring: Paul Allen, Bloomberg Television Australia Correspondent Ben Luk, Senior Multi Asset Strategist at State Street Global Markets Olivier d'Assier, Head of Applied Research, APAC at SimCorp Louis Navellier, Founder and Chairman at Navellier & Associates Listen to today's top stories, with context, in just 15 minutes. Subscribe and rate our podcast here: Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 14, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S Retail Sales, and Housing data. In the UK – a preview of next week’s Bank of England meeting. In Asia – a look ahead to a slew of Chinese eco activity data. See omnystudio.com/listener for privacy information.

Jun 14, 2024

Featuring: Dana Hull, Bloomberg News Senior Technology Reporter Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Wealth Taro Kimura, Senior Japan Economist at Bloomberg Economics Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 13, 2024

Featuring: Jamie Cox, Managing Partner at Harris Financial Group Kunjan Sobhani, Senior Semiconductor Analyst at Bloomberg Intelligence Sarah Ponczek, Financial Advisor at UBS Private Wealth Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 12, 2024

Featuring: John Lynch, Chief Investment Officer at Comerica Wealth Management JoAnne Bianco, Investment Strategist and Client Portfolio Manager at BondBloxx Vanessa Chan, Head of Asian Fixed Income Investment Directing at Fidelity International Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 11, 2024

Featuring: Mark Gurman, Bloomberg News Chief Global Tech Correspondent Helen Zhu, Managing Director & Chief Investment Officer at NF Trinity Mary Nicola, Bloomberg M-LIV Strategist in Singapore Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 10, 2024

Featuring: Qian Wang, Chief Asia Pacific Economist at Vanguard Group James Abate, Managing Director & CIO at Centre Asset Management Redmond Wong, Chief China Strategist at Saxo Brian Krawez, President of Scharf Investment Listen to today's top stories, with context, in just 15 minutes. Subscribe and rate our podcast here: Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 7, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of next week’s U.S CPI data and Fed decision, and a look at Apple’s Worldwide Developers Conference. In the UK – a preview of London tech week. In Asia – a look ahead to India CPI data and a monetary policy decision from the Bank of Japan. See omnystudio.com/listener for privacy information.

Jun 7, 2024

Featuring: John Liu, Bloomberg's Executive Editor in Beijing James Mayger, Bloomberg News Senior China Reporter Lauren Saidel-Baker, Economist at ITR Economics Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 6, 2024

Featuring: Ed Ludlow, Co-Host of Bloomberg Technology, joining the program for a look at Nvidia and the chip sector at large. Anastasia Amoroso, Chief Investment Strategist at iCapital, gives her outlook on equities from our Hong Kong studio. Mary Nicola, Bloomberg M-LIV Strategist, with the latest on APAC market action from Singapore. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 5, 2024

Featuring: Tanvi Madan, Senior Fellow for Foreign Policy at the Brookings Institution Haslinda Amin, Bloomberg Chief International Correspondent for Southeast Asia James Demmert, Chief Investment Officer at Main Street Research Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 4, 2024

Featuring: Daniel Newman, CEO of The Futurum Group, talks tech from Taipei, site of the Computex tech show. Robert Schein, CIO at Blanke Schein Wealth Management, joining from our New York studio for a look at markets. Karishma Vaswani, Bloomberg Opinion Columnist, on her column " China Wants You to Forget Tiananmen Ever Happened." Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Jun 3, 2024

Featuring: Gene Goldman, CIO of Cetera Financial Group discusses the latest PCE data and an outlook for the May jobs report. Jane Lanhee Lee, Bloomberg Technology Reporter discusses the Computex tech show and Nvidia's latest announcement of new AI chips. Jason Betz, Private wealth advisor at Ameriprise Financial discusses what is moving the markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 31, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the May jobs report in the U.S, and a look ahead to Gamestop earnings. In the UK – a look ahead to the next ECB decision and European Parliament elections. In Asia – a preview of China trade data, TSMC's sales and revenue, and the Computex tech show. See omnystudio.com/listener for privacy information.

May 31, 2024

Featuring: Bloomberg's Ed Baxter speaks to Patricia Hurtado, Bloomberg Manhattan Federal Courthouse/Legal Enterprise Reporter on Donald Trump's guilty verdict Jeremy Rosenthal, Trial Attorney takes a look at Trump's hush money case in a legal perspective Wendy Chen, Senior Investment Analyst, GAM Investments discusses her reaction to the latest China PMI data Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 30, 2024

Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced. See omnystudio.com/listener for privacy information.

May 30, 2024

Featuring: Bloomberg's Ed Baxter speaks with David Voreacos, Bloomberg US Legal Reporter about Trump jury deliberations as a verdict has not been reached Larry Tentarelli, Chief Technical Strategist for Blue Chip Daily Trend Report discusses the latest movers on the markets Belita Ong, Chairman of Dalton Investments discusses her overview of the Asian Markets Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 29, 2024

Featuring: Bloomberg's Ed Baxter speaks with Hadriana Lowenkron, Bloomberg's White House and Politics Reporter, to discuss the latest updates on Donald Trump's hush money trial. Saira Malik, CIO of Nuveen discusses the latest movers on the markets. Charlie Ripley, Senior Investment Strategist at Allianz Investment Management discusses his market outlook/strategy. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 28, 2024

Featuring: Vlad Savov, Bloomberg Tech Editor Rachana Mehta, Co-Head, Regional Fixed Income at Maybank Asset Management Mary Nicola is Mary Nicola, Bloomberg M-LIV Strategist Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 27, 2024

Featuring: Richard McGregor, Senior Fellow for East Asia, Lowy Institute discusses China, Japan and South Korea starting first summit talks since 2019. Linda Lew, China Cars Reporter discusses President Xi Jinping vision for EVs in China. David Chao, Global Market Strategist, Asia Pacific at Invesco, discusses his outlook on markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 24, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of core PCE inflation and GDP data, and a look ahead to Dell and HP earnings. In the UK - a look ahead to the 77th World Health Assembly in Geneva. In Asia – a preview of a two-day summit between Japan, South Korea and China in Seoul. See omnystudio.com/listener for privacy information.

May 24, 2024

Featuring: Rebecca Choong Wilkins, Bloomberg Asia Government & Politics Correspondent Minmin Low, Bloomberg China Correspondent Sean Taylor, CIO and Portfolio Manager at Matthews Asia Quincy Crosby, Chief Global Strategist at LPL Financial Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 23, 2024

Featuring: Louis Navellier, Chairman and Founder of Navellier & Associates. Vlad Savov, Bloomberg Tech Editor in Hong Kong. Lorraine Tan, Director of Asia Equity Research at Morningstar. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 22, 2024

Featuring: Linda Lew, Bloomberg's China Autos Reporter, discusses a potential Chinese plan to raise tariffs on imported American and European vehicles. Peter Elstrom, Bloomberg Executive Editor for Asia Technology, on ASML and TSMC's ability to disable chipmaking machines in Taiwan. Carl Tannenbaum, Chief Economist at Northern Trust, joins the program from our Hong Kong studio for a look at the global economy. See omnystudio.com/listener for privacy information.

May 21, 2024

Featuring: Stephanie Leung, CIO at StashAway, taking a look on the Nvidia-Dell partnership from our Hong Kong studio. Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners, giving her take on markets from our Sydney studio. Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the death of Iranian President Ebrahim Raisi and the country's plans for succession. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 20, 2024

Featuring Rana Mitter, Professor of US - Asia Relations at Harvard's Kennedy School of Government, previewing the inauguration of Taiwan's new president, Lai Ching-te. Fred Neumann, Chief Asia Economist & Co-Head of Global Research Asia at HSBC, visits our Hong Kong studio to give his outlook on the trading week ahead in the APAC. Michael Heath, Bloomberg Eco-Gov Editor in Sydney, weighs in on the helicopter crash and subsequent disappearance of Iranian President Ebrahim Raisi. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 17, 2024

In the US – a preview of home sales data and Nvidia earnings. In the UK – a look at the upcoming meeting of G7 finance ministers and central bankers in Italy. In Asia – a preview of the inauguration of Taiwan’s president. See omnystudio.com/listener for privacy information.

May 17, 2024

Featuring: John Liu, Bloomberg Executive Editor in Beijing, joining the program to discuss Putin's state visit to the Chinese capital. Anitza Nip, Head of Fixed Income Research: Asia at UBP, shares her views on markets from our Hong Kong studio. Audrey Goh, Head of Asset Allocation at Standard Chartered Wealth Management, gives her outlook on the latest APAC market action from Singapore. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 16, 2024

Featuring: Dan Wang, Chief Economist at Hang Seng Bank, China, sharing her outlook for the country's economy and the PBOC's MLF decision from Shanghai. Stefan Hofer, Managing Director and Chief Investment Strategist at LGT Private Banking Asia, joins the program from Singapore with his take on the latest market action. Jose Torres, Senior Economist at Interactive Brokers, gives us his read on April's US CPI data. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 15, 2024

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region. See omnystudio.com/listener for privacy information.

May 15, 2024

Featuring: Sean Darby, Managing Director at Mizuho Securities Asia, sharing his views on markets from our Hong Kong studio. John Liu, Bloomberg News Executive Editor in Beijing, joins the program to discuss US tariff hikes on Chinese goods. Vlad Savov, Bloomberg Tech Editor in Hong Kong, breaks down earnings from Chinese tech giants Alibaba and Tencent. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 14, 2024

Featuring: Jonathan Garner, Chief Asia and EM Strategist at Morgan Stanley, with his outlook on APAC markets. Mark Gurman, Bloomberg Chief Global Technology Correspondent, discussing Apple's plan to roll out its Vision Pro headset to some international markets. Victoria Bills, Chief Investment Strategist at Banrion Capital Management, joins the program to share her perspective on equities. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 13, 2024

Featuring: Stephen Engle, Bloomberg's Chief North Asia Correspondent, discusses the Biden Administration's plan to raise tariffs on a number of Chinese goods. George Maris, Global Equities CIO at Principal Asset Management, gives his assessment on markets from our Hong Kong studio. Anna Rathbun, Chief Investment Officer at CBIZ Investment Advisory Services, shares her market outlook from Cleveland, Ohio. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 10, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. • In the US – a preview of U.S inflation data and earnings from Home Depot and Walmart. • In the UK – a preview of the Choose France Summit. • In Asia – a look at next week’s tech earnings in China. See omnystudio.com/listener for privacy information.

May 10, 2024

Featuring: Mark Gurman, Bloomberg Chief Technology Correspondent, on Apple's plan to power new AI features using data centers and home-grown processors. Julie Johnsson, Bloomberg Senior Aerospace Reporter, on the SEC's new probe into Boeing's safety claims. Richard Harris, CEO of Port Shelter Investment Management, shares his outlook on markets from our Hong Kong studio. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 9, 2024

Featuring: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, on Arm's earnings. Eric Zhu, Bloomberg Economist covering China and Hong Kong, with a look ahead at China's April trade data. Julia Wang, Executive Director and Global Market Strategist at JPMorgan Private Bank, shares her market outlook. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 8, 2024

Featuring: Sarah Zheng, Bloomberg China Tech reporter, on ByteDance's lawsuit over US divest-or-ban TikTok law. Dan Flatley, Bloomberg National Security Reporter, with the latest on Israel's Rafah operation. Omar Slim, Co-Head of Asia Fixed Income at PineBridge Investments, shares his market outlook. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 7, 2024

Featuring: James McIntyre, Bloomberg Economist, with a preview of today's Reserve Bank of Australia interest rate decision. Rebecca Choong Wilkins, Bloomberg Asia Government & Politics Correspondent, shares the latest on Chinese President Xi's Europe trip and meeting with French President Emmanuel Macron. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, on Israel-Hamas ceasefire talks falling apart. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 6, 2024

Featuring: Brian Jacobsen, Chief Economist at Annex Wealth Management, on with his outlook on markets. Oriana Skylar Mastro, Center Fellow at Stanford's Freeman Spogli Institute for International Studies, on Chinese President Xi Jinping's trip to Europe. Mary Nicola, Bloomberg M-LIV strategist, on her story "China’s Stocks Rally Is Becoming Harder to Ignore." Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

May 3, 2024

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. • In the US – a preview of Apple’s latest product event and earnings from Walt Disney. • In the UK – a look at next week’s Bank of England meeting. • In Asia – a look ahead to Chinese President Xi Jinping’s visit to Europe. See omnystudio.com/listener for privacy information.