Bloomberg Daybreak: Asia Edition Daybreak Weekend: U.S CPI, UK Security, China CPI
Sep 5, 2025
Mary Nicola, a Bloomberg Markets Live strategist based in Singapore, dives into key economic data impacting the global market. She discusses the anticipated China August CPI and PPI reports, highlighting the intricacies of deflation and the struggles in the retail sector. Nicola emphasizes the necessity for foreign investors to navigate these economic shifts amid geopolitical tensions. Additionally, the podcast touches on the implications of a slowing U.S. labor market on the Federal Reserve and the excitement surrounding Apple's upcoming product launches.
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Position For A Modest September Rate Cut
- Expect a 25 basis-point Fed rate cut in September as the most likely outcome given the cooling labor market and 4.3% unemployment.
- Prepare portfolios and positions for a modest easing rather than a large multiple-rate cut this month.
iPhone Redesign Era Begins
- Apple will begin a multi-year iPhone redesign starting with iPhone 17 Pro models and a thinner iPhone 17 Air.
- Mark Gurman highlights camera changes and a 2mm thinner Air that will trade battery and some performance for marketable slimness.
Google Search Deal Remains Highly Lucrative
- Apple's default search deal with Google generates roughly over $20 billion a year for Apple.
- The court ruling preserving that arrangement relieves industry fears about aggressive break-up precedents.