Bloomberg Daybreak: Europe Edition

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A chorus of investors is urging Federal Reserve Chairman Kevin Warsh to provide a strong rebuke of high inflation to boost the long end of the Treasury market. (2) Federal Reserve officials continue to send mixed signals on their outlooks for inflation, with some arguing higher interest rates are needed to tame...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. (2) Iran’s military said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz, as Tehran and Washington&rsq...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Iranian Foreign Minister Abbas Araghchi and his Omani counterpart Badr Albusaidi discussed an “interim framework” aimed at resuming shipping through the Strait of Hormuz, according to a joint statement carried by the Oman News Agency, as the two sides press ahead with long-running talks over navigat...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Treasury Secretary Scott Bessent threatened economic punishment against any country doing business with Iran as part of what he called an “economic D-Day” campaign to isolate the Islamic Republic and end nearly six months of war. (2) UK Prime Minister Andy Burnham said he and other European leaders...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Prime Minister Mark Carney’s government sees little chance of resuming talks with President Donald Trump before the midterm elections after trade negotiations collapsed, according to people familiar with the matter. (2) Oil dropped after two weeks of gains, with the market waiting to see the US economic i...

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 Fed Chair Kevin Warsh’s speech in Jackson Hole and earnings from chip giant, Nvidia. In the UK – a look ahead to a key meeting of French business leaders as they count down to a pivotal Presidential election. In Asia – a look...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US equity market is in bubble territory, with metrics such as the Shiller cyclically adjusted price-to-earnings ratio, the real equity risk premium, and the Buffett Indicator pointing to overvaluation. (2) Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering,...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A spate of compelling releases at budget prices have made China the frontrunner in the race for global adoption. (2) China is using new legal powers to block European Union scrutiny of alleged state support for its companies, adding friction ahead of an October deadline to resolve outstanding trade disputes. (3...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A global selloff in semiconductor stocks deepened as investors retreated from one of the year’s hottest trades amid elevated bond yields and geopolitical uncertainty. Treasuries gained modestly following recent losses. (2) US President Donald Trump insisted Tuesday that there were no talks ongoing with Ir...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden artificial-intelligence boom — and governments are paying the price. (2) The prospects for peace in the Middle East suffered a fresh setback, with President Donald Trump saying he’s not int...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) JPMorgan Chase's Jamie Dimon warned UK Chancellor of the Exchequer John Healey in a call last week against higher taxes on banks as Prime Minister Andy Burnham’s government prepares its budget for October, the Financial Times reported. (2) Europe's lenders are hopeful the European Commission will tackle s...

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 S housing data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to Europe inflation and PMI data. In Asia – a look ahead to why the persistent weakness of the yen is a troubling issue for Japan’s p...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Nigel Farage is returning to Parliament after winning an election designed to turn the page on questions over his personal finances that saw the Reform UK leader go head-to-head against a satirical candidate dressed as a trash can. (2) The US government sold 30-year bonds at the highest interest rate in a quart...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Russia may escalate attacks against the Baltic States and Poland, a European intelligence official said, amid rising concern that Moscow wants to further intimidate nations supporting Ukraine. (2) A $42 billion auction of 10-year US Treasuries resulted in the highest yield for the benchmark securities since 200...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Oil advanced for a sixth day on skepticism about the prospects for a deal that would restore energy flows through the Strait of Hormuz, despite an upbeat assessment from some officials. (2) Pakistan’s defense minister said the US and Iran are “close to some sort of arrangement” over the Strait...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Another wave of intense heat is set to sweep across an already parched Europe this week, raising wildfire risks, threatening crops and drying watersheds feeding the region’s critically low rivers. (2) British shoppers retreated during the July heat wave, prioritizing small treats and cutting back elsewher...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Economic growth in the euro zone is set to quicken after showing surprising resilience to the Iran war, according to a Bloomberg survey of analysts. (2) Iran promoted a hard-line ex-commander as its top security official, shaking up its highest decision-making body on national defense after saying it was &ldquo...

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 CPI and PPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look at some of Europe's biggest energy companies on their recent performance. In Asia – a look ahead to a monetary policy decision from the Res...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) European natural gas jumped as traders awaited the US response to an Iran-Oman agreement on the Strait of Hormuz, while the continent faces pressure to replenish gas inventories before winter. (2) Extreme heat has killed more than 25,000 people across Europe this year, according to the latest available data com...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Hackers launched a wave of sophisticated attacks on Wall Street firms in recent days, targeting information systems at major money managers, according to people familiar with the matter. (2) Just days after his hedge fund was on the brink of collapse, Leopold Aschenbrenner has made his return to the investing s...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) SpaceX’s stock fell after it disclosed higher-than-expected spending on its artificial intelligence business, overshadowing an inaugural quarterly report that broadly surpassed Wall Street forecasts. (2) Advanced Micro Devices Inc. tumbled in late trading after giving an underwhelming sales outlook, a sig...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) HSBC announced a fresh stock buyback and raised its cost-cutting target as it reported second-quarter earnings that beat estimates despite China’s crackdown on cross-border wealth flows. (2) The Rhine River’s water levels dropped to the lowest in nearly 150 years as hot, dry weather grips Europe, th...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) President Donald Trump said new Iran talks would begin Monday afternoon after he called off a planned attack on Iran partially in response to pleas from US allies in the Middle East, including Saudi Arabia. (2) The yen rallied sharply on Monday amid speculation that authorities may have intervened to prop up th...

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 July jobs report in the U.S with a focus on 3 stocks for the week ahead. In the UK – a look ahead to some of the most consequential earnings releases of the year in Europe. In Asia – a look ahead to key economic data for Vietna...

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Leopold Aschenbrenner's hedge fund, Situational Awareness, was forced to sell billions of dollars of technology investments that had rapidly lost value, as nervous banks began to demand more collateral for his trades. (2) Anthropic said its artificial intelligence models breached three organizations during cybe...