Bloomberg Daybreak: Europe Edition Daybreak Weekend: US CPI, Paris Nuclear Talks, Vietnam Elections
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Mar 6, 2026 Francesca Stevens, Bloomberg’s Vietnam bureau chief based in Hanoi, offers on-the-ground reporting about Vietnam’s politics and economy. She previews leadership confirmations and the prime minister pick. She discusses US tariff talks, exporters’ responses, manufacturing-led growth, vulnerabilities to US demand and China supply chains, and potential foreign capital inflows.
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Core PCE Determines Fed Timing
- Core inflation measures matter more for policy than headline CPI numbers.
- Edward Harrison warns core PCE at ~3.1% keeps the Fed from cutting and shifts thinking toward extended holds or possible hikes.
Stagflation Light Complicates Fed Choices
- Stagflation light is emerging as growth slows while inflation remains elevated.
- Harrison says slowing jobs plus persistent inflation ties the Fed's hands and raises the chance of holding rates longer.
Watch AI Spend Versus Revenue For Tech Earnings
- Investors should scrutinize AI spending vs. revenue when evaluating tech earnings this week.
- Matthew Griffin highlights Oracle's heavy capex and job cuts aimed at funding AI and asks if that will translate into top-line growth.